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PHANI SEKHAR FUND
Steer clear of oil, telecom stocks: P Phani Sekhar, Fund Manager - PMS, Karvy Stock BrokingData is a very nascent market, again emerging and a price war there will be catastrophic for many of these telecom companies which have won...- Earnings not going to improve over next 6 months: P Phani Sekhar, Karvy Stock BrokingCapacity utilisation improves and then over a period of time, troubled companies find equities. It is a long way.
- Don't chase high beta stocks in momentum market: P Phani ShekarAs a rule, you should not be chasing high beta stocks in market momentum, says Shekar.
- Prefer Titan than standalone jewellers: P Phani SekharIn a chat with ET Now P Phani Sekhar, Fund Manager-PMS, Angel Broking, shares his views on jewellery space.
- Results of Whirlpool and Symphony make them much more credit worthy: P Phani Sekhar, Angel BrokingIn fact Whirlpool was a name that we had been holding for quite some time. We divested it a couple of months back, says P Phani Sekhar.
- Insurance bill positive for Reliance Capital: P Phani Sekhar, Angel BrokingIt is positive not just for Reliance Capital but almost all insurance conglomerates, says P Phani Sekhar.
- No reason to shy away from PFC and REC: P Phani Sekhar, Angel BrokingIt is a conviction call and what matters in PFC more is the asset quality because that had started deteriorating in the last "one year."
- Market not likely to correct any further: Phani Sekhar"We are constructive because I believe that initial bout of correction is over. Now the market largely would be stock specific."
- SBI continues to be disturbing: P Phani SekharSBI continues to be disturbing and as far as other results such as Marico in midcap FMCG is concerned there again results have been excepti...
- Sun Pharma, Cipla already been re-rated a lot: P Phani SekharThey have already been re-rated a lot so I guess there is little scope at least in the longer term perspective for that to happen
- Opportunities will arise for invetsors as the market seclines: P Phani Sekhar, Angel Broking"I am not too surprised with the fall of the last two days."
- L&T always gets its share: P Phani SekharL&T is more based on the recent order book growth that they have shown and that again is not coming much from cap goods.
- Avoid Wipro in a transition phase: P Phani SekharWipro can be avoided because its in a transition phase and valuations are clearly expensive.
- UltraTech Cement numbers not that good: P Phani SekharThe numbers are okay considering the overall micro environment in which they are operating but they are not at all good.
- Power Grid, NTPC are definite buys: Phani SekharStocks such as Power Grid and NTPC look very attractive.
- Stay away from power stocks for now: P Phani Sekhar, Angel BrokingI would be bit hesitant to take an investment call in power stocks. Therefore, for the moment -- safely stay away from this.
- Buy Axis Bank on all declines: Angel BrokingWe continue to like larger private sector banks, so Axis Bank is something that we continue to buy on all declines.
- Avoid Sun TV despite attractive valuations: P Phani Sekhar, Fund Manager-PMS, Angel BrokingThe valuations look attractive, but I would not like to enter it at this point in time.
- No medium term respite for HP, BP or IOC: P Phani Sekhar, Angel BrokingTill there is some price action on the ground post May 22nd, I do not see any medium term respite for HP, BP or IOC.
- Avoid Suzlon Energy at current levels: P Phani Sekhar, Angel BrokingSuzlon is a classic case where there is still no clarity on the incremental new order inflows that will keep the company going for the next...
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