저자: 미상 · 외국인
요약 보기
트럼프 관세 등 수출 관련 불확실성으로 수출주를 피하고, 인프라·방산·FMCG 섹터를 추천. 방산 측면에서 Rs 67,000 크로어 승인 등 정부 발주 기대. NCC는 수주잔고 약 Rs 70,000 크로어, 5년 600% 수익률, 저PE, 애널리스트 목표가 Rs 300~330을 근거로 제시. BEL은 Rs 6~7,000 크로어 수주 정보를 언급하며 매수 권유. FMCG는 매출·성장 및 첫 보너스 발행을 근거로 축적 권유.
다듬은 글
Hello friends, so we will not go to exports. This means that there is still a lot of distance to be maintained from export related shares. We will not go near all these stocks until Mr. Trump agrees. Analysts also believe this. So which is the sector where you think growth can happen? Please do let me know by commenting.
So, analysts believe and my personal view after doing research is that I like two sectors which will not have any impact, these are export related or related to the order of Mr. Trump or the deteriorating sentiment in the economy, due to this there are many sectors, you will see one is the infrastructure sector and the second one you will see FMCG and till some time you can also take defence because when the Government of India has a plan to become self-reliant, then due to this, due to becoming self-reliant, you can see the congestion and order of domestic products in the defence sector.
The government is taking immediate initiative on this. At present, clearance of Rs 67000 crore has been received from DCS due to which you saw some movement in all the stocks like BBL, your Hall and your Mazgaon Dog. So, a vision will have to be maintained in all these sectors. So, from all these sectors, I have brought two-three stocks which you will find very good, these are the best stocks in these three sectors.
So the first stock is NCC i.e. Nagarjuna Construction Company. You must have heard the name of the company. You must be knowing from construction that the company's work is to build roads and transport and your railway work is to do projects. Apart from this, you also have to build a real estate building.
Apart from this, the company also works in irrigation and water projects, its main operation is Namidami Construction, that is your Kargil War Memorials, which you all know is in Delhi, that building was built by NCC. Apart from this, you will see that NCC is very expert in all this work. A very important point in choosing this stock is that if you look at the order book of the company, the company has an order book of Rs 70000 crore to be completed this year and the company is also expecting to increase its order book by another Rs 2000 to Rs 3000 crore this year.
That means, after the execution of the company, if the order book for this year is received, then there is an order book of approximately Rs 68000 crore. The company is trading at low PE. If you look at the returns of the company, it has given a return of 600% in the last 5 years and 260% in the last 3 years.
At present, the market sentiment is negative. Its all time lock is trading within 200 220 slightly above the 52 weeks lock. Analysts are all bullish. ICIC Securities is one and after that all your analysts like Jefferies, all these HDFC Securities, all the journalists are bullish. Those people, from here you can see a high of up to 60%.
The target price has been increased to between Rs 300 and Rs 330. So you can definitely keep these stocks in your portfolio for the long term. For this it is very important for you to analyze yourself. This information will help you a little in taking a decision. If you liked the information, please give it a like and subscribe.
Apart from this, we will see that BL has received information from sources that it is going to get an order of Rs 6 to 7000 crores. You will definitely get news this week or next week that it will get an order of Rs 7000 crore from the Government of India, due to which keep investment in this share.
Although the stock is currently in consolation phase, very soon you will see it reaching its all-time high again. Analysts are advising to buy whenever deep is found. This is a very good stock for the long term in the defense sector because the company is going to get a lot more order book in the defense sector.
Apart from this, we will talk about the third sector FMCG where Indian consumers use everything. This does not have any relation which is export related, so in this I have brought your nl nlle products. You know about NSL products, be it KK chocolate or Maggi, apart from this there are many other products which we consume daily.
So just now the company has given its first bonus issue for the first time. The company's value has also become cheaper. So you can accumulate this share and move on. I want to say this because in the coming days, the revenue and growth of the company has increased by 490% in the last 5 years and if you see its CHR in the last 5 years, it is almost above 15, so you can also keep this stock in your focus because in these three sectors, you will not see any mark related to Expo or related to Mr.
Trump, so I believe that these three stocks are great in these three sectors, what else do you think, please write in the comment, waiting for your comment till then, bye bye, thank you.
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