InvestorQ : WHAT IS YOUR VIEW ON FOLLOWING STOCKS 1) RIL 2) L&T 3) HUL 4) ITC 5) TITAN 6) IRCTC FOR NEXT SIX MONTHS
Shrikant Panadi made post

WHAT IS YOUR VIEW ON FOLLOWING STOCKS 1) RIL 2) L&T 3) HUL 4) ITC 5) TITAN 6) IRCTC FOR NEXT SIX MONTHS

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Anu Biswas answered.
6 months ago
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Let me summarize my views on the stock list presented by you as under:

1) RIL remains a value play but hard to say for 6 months. It needs to show delivery in retail and Jio after all the fund raising. RPL case will be an overhang on the stock.

2) L&T remains a good bet as it has an order book of Rs.3 trillion, oil is picking up and its 3 group IT companies; LTI, LTTS and Mindtree are doing extremely well.

3) HUL remains a favourite for a medium term perspective. As demand picks up again, this stock could see more traction in the next six months to a year.

4) I am generally sceptical on the ITC stocks. Even though the stock does look undervalued at current prices, the cigarette business gives 85% profits and is a major overhang.

5) For Titan, you can consider a defence play on the retail foray of the Tata group. It is expensive and growth is still slow. Post festive sales may hold the key.

6) IRCTC has been under a cloud due to limited activity on the Indian Railways front but it is still awfully attractive for the kind of ecommerce franchise it brings.

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