We have compiled a few stocks which will be in action in 2019 and should be kept in Radar . Stocks to be in Radar for Various Reasons such as Domestic and Global Events.
Tata Motors – UK Brexit will be Crucial For Tata Motors JLR Unit as Investors will be closely looking out UK Trade Agreements with rest of Europe. Indian Business is in Sweet spot with increased brand awareness and Youth targeted Cars and many innovations and High Class safety Features will help company to sustain its future growth.
MRF – Recent Drop in crude Oil will Aid Earnings Going Forward. In Recent times prices of High Valuation companies are falling faster. In order to stop this or sustain premium valuations company need to perform even better then ever.
Balkrishna Industries – Balkrishna is in premium segment has one of the industry leading margins .Fall in crude oil prices to aid Margin expansion
CEAT – Recent Drop in crude Oil will Aid Earnings
Apollo Tyres – Recent Drop in crude Oil will Aid Earnings
Deepak Nitrite -Drop In crude oil Prices and Recent Drop in Phenol prices in China will be Very crucial Going Ahead.Any Rebound in prices in China will Aid the company. Although recent Capacity expansion will be mostly sold in Indian Markets . It would be interesting to know how Deepak Nitrite replaces Imported Acetone & Phenol and How this Huge Mega Capacity is absorbed by Indian Markets and the the overall effect on global commodity prices .
Vikas Ecotech – Falling Raw material cost i.e crude and It’s new Plant at Dahej to Keep company in Growth path. Demerged Entity of Vikas Multicorp To be listed in 2019 as company has applied for the same.
Kanchi Karpooram- Recent manifold increase in Kapoor prices has helped company to post excellent Numbers. Q3 FY18 Results would be closely Watched as Current festive season has gone.
ITC – Uncertainty due to Election will Keep FMCG stocks in action. ITC will be a preferable Pick for many Risk Averse Investors and Traders for Next Six Months.
Dabur – Government Constant effort to increase Rural spending will Aid Company and Also it also stock for Election .
Marico – Recent MSP of Coconut has been increased by Rs.2000 Which is approx 30 % Increase. it would be interesting to know how company manages its cost and Pass on Prices to consumers ,till then stock could be under pressure.
DHFL- Most Of the Short term Commercial Papers were refinanced. Company will now face slow Growth Rate and Growth will shift to Strong Private Sector Bank
IndiaBulls Housing Finance-DHFL & IBull are pedigree Companies.There might be Some pressure in Margins Going ahead.
Kotak Mahindra Bank- It would be interesting to see how Promoters of Bank will be attain the Stake and The court Outcome Against RBI for Sale of stake.Bank saying is that If stake is diluted too early Foreign Investors will make Huge Money as against Domestic Investors as In case Of HDFC.
SBI-Many NCLT cases Being Resolved and Fresh new NPA is less then previous highs.
PNB-PNB having High NPA will be from runner during Good times ahead as Lot of Money that had been written of the balance sheet would again be reversed
Union Bank- Same as PNB
Axis Bank. – Change in Management and Strong Financial Balance Sheet will aid in faster growth then other Public Sector Banks . Bank will also Gain from NBFC Business being diverted to Private sector Banks.
United Breweries- Recent Restricting in the company will help the stock to Gain Momentum.
Associated Alcohols – Major Expansion Plant to get completed this year and Will see huge growth ahead as company plans to make company A National Company .
Motherson Sumi – This is India’s Largest Auto ancillary company. It has largest footprint in Europe and trying to catch up in North American Market.Company has Manufacturing plant in China as well. US China Trade war will have effect on company and also it’s Vision of $20Bn Revenue till 2020.
Reliance Industries – JIO could create Major Headlines this year as JIO DTH TV could be Launched and Dish TV could be under Pressure.
Sahyadri indsustries- Company available at Reasonable Valuation and could have Very strong EPS this Year.