Here is my quick view.
· SBI Life saw some earnings pressure this quarter due to higher claims. But that is temporary and VNB remains robust. Hold on.
· Tata Steel, take some profits of the table as you are sitting on a multi-bagger and this steel rally cannot just go on for ever.
· Dabur is among the less vulnerable to input cost spikes compared to other FMCG stocks, so you can hold on for the long term.
· Glenmark, you need to be cautious after the life sciences business was hived off and would suggest switching to Divi
Here is my quick view.
· SBI Life saw some earnings pressure this quarter due to higher claims. But that is temporary and VNB remains robust. Hold on.
· Tata Steel, take some profits of the table as you are sitting on a multi-bagger and this steel rally cannot just go on for ever.
· Dabur is among the less vulnerable to input cost spikes compared to other FMCG stocks, so you can hold on for the long term.
· Glenmark, you need to be cautious after the life sciences business was hived off and would suggest switching to Divi