As domestic liquidity is expected to stay buoyant, keep these five stocks on the radar this Christmas for 2018

For a continued uptrend positive follow through on the above mentioned factors is of utmost importance. Globally too, favorable markets will contribute to the bullish sentiment.

  

Top 5 sectors should be- Commodities, Consumer staples, Infrastructure, Housing and building products along with housing finance companies and Automobiles.

As we move to 2018, what are your 5 best picks for 2018?

Talwalkars

It is a unique play to participate in India’s fitness industry as the company is the market leader with a network of 211 fitness centres.

Demerger of its two business – the gym business and lifestyle business will bring to fore the superior shareholder returns of the gym company, leading to a sharp re-rating and value unlocking.

Jindal Steel and Power

Capex at Angul plant to increase capacity, continuous debt repayment, heavy order book and visibility of earnings in power business are factors to look out for in JSPL.

Time Technoplast

We recommend Time Technoplast on the back of unique blastproof cylinders with order book 2.8X the capacity, newly entered MOX films and improved results every quarter.

Arvind

A big beneficiary of GST, foray into the garments business in Ethiopia, high growth of brand portfolio and expanding retail footprint are expected to propel growth and profitability.

Significant manufacturing incentives and duty-free access to international customers in Europe and USA will boost the garments business. Increase in fabric conversion will enable the company to improve its overall textile margins. Demerger to unlock value will lead to renewed focus on core business.

Uflex

Foray into high growth Aseptic packaging segment, stable margins and flexible packaging business and cheap valuations as compared to peers should make the stock rally upwards.

MORE WILL UPDATE SOON!!