· Balrampur, price is below the buy price but the stock is in a sweet spot as the combination of sugar demand and ethanol blending takes off.
· Bandhan Bank is facing stress on its microfinance portfolio so if you get around 330-340 on the stock, you should look at taking the exit.
· ICICI Bank remains a top bet on banking. It is slightly above your buy price so if you get dips keep accumulating more.
· Try to book profits on IGL as the stock is giving more than 15% returns and the gas pricing is likely to put pressure on the stock.
· NBCC runs a rather big risk on the construction front as the sector is still facing troubles. The focus on incomplete projects may not really work. Better to exit at the first chance.
· PFC is a good long-term play on power sector with all the reforms coming in the stress on power NPAs should come down sharply.
· SBI has been bought at a great price but is a good long-term story. Hold on and use dips to accumulate with an eventual target of Rs.600 plus on the stock.
· Tata Motors is another stock bought at a great and exciting price and is likely to remain at the forefront of the EV shift by cars.
· Titan price may be below the buy price but that is hardly a worry. It is still a big bet on the revival in consumption and spending post COVID.
IRB Infra had a tough time and has also been volatile. While the stock is up from the lows, you can look at DLF as a much better play than IRB, which is too infra-focused.
Let me itemize my response to your query…
· Balrampur, price is below the buy price but the stock is in a sweet spot as the combination of sugar demand and ethanol blending takes off.
· Bandhan Bank is facing stress on its microfinance portfolio so if you get around 330-340 on the stock, you should look at taking the exit.
· ICICI Bank remains a top bet on banking. It is slightly above your buy price so if you get dips keep accumulating more.
· Try to book profits on IGL as the stock is giving more than 15% returns and the gas pricing is likely to put pressure on the stock.
· NBCC runs a rather big risk on the construction front as the sector is still facing troubles. The focus on incomplete projects may not really work. Better to exit at the first chance.
· PFC is a good long-term play on power sector with all the reforms coming in the stress on power NPAs should come down sharply.
· SBI has been bought at a great price but is a good long-term story. Hold on and use dips to accumulate with an eventual target of Rs.600 plus on the stock.
· Tata Motors is another stock bought at a great and exciting price and is likely to remain at the forefront of the EV shift by cars.
· Titan price may be below the buy price but that is hardly a worry. It is still a big bet on the revival in consumption and spending post COVID.
IRB Infra had a tough time and has also been volatile. While the stock is up from the lows, you can look at DLF as a much better play than IRB, which is too infra-focused.