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Stocks to buy: Stocks Hemang Jani wants to buy or add on every dip
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tata group: Hemang Jani on where to bet on Tata group cos
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Hemang Jani, Equity Strategist & Senior Group VP,
MOFSL continues to be positive on both Airtel and Jio. Given the very aggressive bidding that they have done for 5G auction, one has to see their price hike plan.
There is renewed optimism in the PSU space. Does it make a case for investment or is it still a trading bet?
The way things have gone post Budget in terms of the entire divestment plan and the progress that we have seen in terms of decision making by the government to move forward has brought in positive sentiment. After one or two actual divestments happen in BPCL or may be Concor and a couple of shipping companies, that would set the tone for a bigger rerating for the sector.
Stocks to buy: Jindal Steel and Power, SAIL and Hindalco are top picks in metals: Hemang Jani
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People ought to focus on the larger infrastructure companies where the overall earnings visibility and quality is better than the smaller ones, says
Hemang Jani, Equity Strategist & Senior Group VP,
MOFSL.
On Nestle numbers
The overall trend of the consumer companies has been that on the volume growth front, things are pretty much okay but there are some margin pressures. The important takeaway from Nestle was that the online sales have grown very rapidly. Nestle and some of the consumer companies are low growth on volume front but are more of a structural story. I do not think the market is going to get perturbed by some disappointment on the margin. This remains a little stable high quality blue chip company which investors prefer for the kind of growth that it gives over a period of time. There are no major disappointments and the stock may remain a bit subdued. Overall, we continue to have a neutral rating on the stock.