SBICAP SECURITIES
Go easy on PSU stocks despite rally; consumer durables a better bet: Mahantesh Sabarad
Focus on those sectors which have traditionally given great deal of value to shareholders. Consumer durable companies deliver value, says the Head of Retail Research of SBICAP Securities.
Only Jio can drive Reliance going forward: Mahantesh Sabarad
It is only the telecom vertical which will drive Reliance ahead as the petrochem...
Sequential ARPU growth likely to continue for telecom cos: Mahantesh Sabarad
Other than SBI right now, not many PSU banks would appear very a...
What will move the needle for Reliance?
Upcoming 5G auction very important for Reliance, says Mahantesh Sabarad
How will NBFCs be impacted if RBI tightens regulatory norms?
‘NBFCs will gradually have to yield to better management and tighter controls’
Be cautious on financial companies going into Q4
Among financials, we will restrict ourselves to gold financiers and HFCs, says Mahantesh Sabarad
Why Mahantesh Sabarad is betting on larger bank and metal stocks
“The metal sector will continue to do well but one has to be very cautious about some stocks on the valuation front.”
Mahantesh Sabarad on factors that fed IPO frenzy in 2020
Liquidity is chasing only a few sets of stocks which are either delivering quality or have a high potential for growth.
Stick to cement and steel stocks on infra side
Till the government’s finances improve, remain with infra suppliers -- primarily the cement and steel companies, says Mahantesh Sabarad
Will Reliance touch previous highs anytime soon?
Reliance margins are getting squeezed and the cash flows likely to get generated would probably be on a lower scale compared to what we have seen in the recent past, says Mahantesh Sabarad.
What to buy: Cement or steel?
Cyclically recovering sectors are where money should be allocated and can continue to remain allocated even when the stock prices have gone up, says Mahantesh Sabarad.
Vodafone Idea tariff hike possible if followed by Bharti
Tariff hike won’t sustain unless Bharti and Vodafone come together to announce the next set of tariff hikes, says Rajiv Sharma.
Dabur doing well, Zee out of radar for now
The second quarter numbers show the momentum continuing in Dabur’s healthcare segment which is riding the chyawanprash brand, says Mahantesh Sabarad.
2 things that will be crucial for Maruti in coming quarters
While margin performance will come in with a lag effect in subsequent quarters, one should focus on Maruti’s PAT level where there has been substantial delivery on the profit level, says Mahantesh Sabarad.
Upmove in IndiGo, PVR not sustainable: SBICap Securities
The reaction that we saw in gold overnight was due to Russia announcing the launch of its vaccine plus a deal that has been signed in the US with the vaccine makers.
