Searched for
MAYURESH JOSHI PORTFOLIO
Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on ITIndian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential...- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
- What to expect from IT sector? Is the storm over for Adani stocks? Mayuresh Joshi answersMayuresh Joshi from Marketsmith India discusses the current performance of IT stocks and advises on key stocks like Infosys and Persistent....
- Input costs and competition weigh on paint sector: Mayuresh JoshiImproved efficiency in collections over the next few quarters should positively impact asset quality, leading to reduced provisioning needs...
- Hold Sun Pharma and Dr Reddy's; buy Natco on dips among pharma stocks: Mayuresh JoshiMayuresh Joshi shares insights on pharma and telecom sectors, focusing on key players like Sun Pharma, Dr Reddy's, Bharti Hexacom, and Exid...
- ETMarkets Smart Talk: Planning to invest in Rs 10 lakh? Invest 50-60% in equities; 15-20% in debt: Mayuresh JoshiMayuresh Joshi recommends allocating 50-60% in equities, 15-20% in debt instruments, and dividing the remaining equally between gold and ca...
- There will be better entry points for IT over next few weeks: Mayuresh Joshi, Angel BrokingExpectations for IndusInd Bank have always been very consistent in terms of loan growth as well as their asset quality, says the Angel Brok...
- Market has factored in a 25 bps rate hike from the Fed: Mayuresh Joshi, Angel BrokingThe metal sector has seen a strong rebound in terms of pricing. If you look at the category as a whole, ferrous and non-ferrous, the pricin...
- Some auto, private banks, IT largecaps and pharma stocks look attractive: Mayuresh Joshi, Angel BrokingIn a chat with ET Now, Mayuresh Joshi, Fund Manager, Angel Broking, says as far as stocks are concerned, one should adopt a bottoms-up appr...
- Tata Motors stock factoring in China weakness, looks attractive: Mayuresh JoshiThe kind of valuations that Tata Motors is currently deriving, our take is that it is fairly valued from an earnings perspective, says Josh...
- Positive on private lenders; prefer SBI among PSBs: Mayuresh JoshiBanks have consciously gone slow on their credit growth and are single-mindedly focusing on recoveries and asset quality, says Joshi.
- Valuations do not warrant fresh buying in Britannia; existing investors should stay put: Mayuresh JoshiValuations are close to 36-odd times FY17 earnings; existing investors should continue holding on to the stock for 10 years, says Joshi.
- Expect Maruti to post strong Q4 results; buy stock with a long-term perspective: Mayuresh JoshiThe new launches that Maruti has come up with and the pipeline that it probably has, will ensure that the revenue growth sustains for the c...
- Prefer Maruti, Tata Motors among auto stocks: Mayuresh JoshiNew launches and the leadership position in the passenger car segment probably holds Maruti in a good state, says Joshi.
- Bullish on banks; SBI, Bank of Baroda, Yes Bank look good: Mayuresh JoshiIn terms of valuations, we like specifically State Bank of India, Bank of Baroda where the capital adequacy levels are very high.
- Recommend long time investors to buy RIL on declines: Mayuresh JoshiSo, over the next year or so the range of Reliance might be in this range of 850-820 on the lower side to around 1000-1050 on the higher si...
- Have a neutral rating on DLF currently: Mayuresh Joshi, Angel BrokingThe stock might react, but again we are not having too many hopes in terms of fundamentals at least at this point of time.
- Order flows need to be substantiated for capital goods sector: Mayuresh Joshi, Angel Broking"A lot of these companies are getting played with banking credit capital not coming through and high finance cost playing truant on the EPS...
- Sun Pharma should be able to maintain onto its PE multiples in the years ahead: Mayuresh JoshiSun has a strong franchise and the EBITDA margins should be able to be maintained at around 40-42-44%.
- BPCL, HPCL on declines look like a good bet: Mayuresh Joshi, Angel Broking"Also, Reliance should more or less stay in a range and among the upstream companies ONGC looks like a good bet as well," Mayuresh Joshi sa...
Load More
