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| IIFL Research Desk Analysts : We welcome you all today analyst chat session
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| rschari : What is the view on Pharma sector. Historically pharma seems to have given consistent returns. Should one invest in pharma with expectations of consistent and above average returns. |
| IIFL Research Desk Analysts :Pharma has traditionally been regarded as a defensive sector. We like the space and prefer Dr. Reddy's and Cipla
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| rschari : What will be your picks in the pharma sector. What are the potential downside to this industry. |
| IIFL Research Desk Analysts :We like the space and prefer Dr. Reddy's and Cipla
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| rupsin : how much sbin can move till this months future expiry? |
| IIFL Research Desk Analysts :We expect upside in the near term. But it is difficult to quantify the same.
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| maneeshpth : sir,because of the low pe ratio and belief in tatas i have bought 350 shares of tata sponge iron at 367 .but the stock is not moving , whats your call |
| IIFL Research Desk Analysts :We remain bullish on Tata sponge considering the cheap valuation. Our target price is Rs410
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| maneeshpth : what is your view on brfl |
| IIFL Research Desk Analysts :We do not have any fundamental coverage on the company
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| rschari : what your views on Unity Infra. It has gone down post IIFL reco. Do you still maintain a buy. |
| IIFL Research Desk Analysts :We are bullish on the infra space and like Unity Infra owing to cheap valuations and strong ution ss and good management
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| rschari : Whats your position on Parabolic Drugs. Does it hold the potential to be a mutibagger. |
| IIFL Research Desk Analysts :We maintain positive view on the stock
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| Neha : What is your outlook on Hero Honda post the management split? |
| IIFL Research Desk Analysts :The deal has both positives and negatives for the Hero Group. Positives include: freedom to export, flexibility for vor sourcing and against expectations of decline in royalty a s to declining outlook. Negatives include higher marketing and R
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| rschari : What are your current top recomations. |
| IIFL Research Desk Analysts :We like - Bajaj Auto, Dr. Reddy, Infosys, L
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| rupsin : sirs whats your view on unitech in the next one month.... |
| IIFL Research Desk Analysts :We maintain a cautions stance on real estate space.
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| rschari : Do you cver the shipping industry. What is your view on Mercator and SCI? |
| IIFL Research Desk Analysts :We do not have a fundamental coverage on the sector
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| rschari : GMR and IVRCL have not been performing for a while. Though they are also in the infra space and is quite cheap. What is your view on these two companies. |
| IIFL Research Desk Analysts :We like pure contractors over asset owners. So avoid these stocks for a while.
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| maneeshpth : sir ,your call on cesc. ihold 600 shares at 377. |
| IIFL Research Desk Analysts :You can hold the stock from a medium term perspective.
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| rupsin : can we take long positions in RECL ? What would be the targets? |
| IIFL Research Desk Analysts :We remain positive on REC and prefer it as a best pick in Power finance space. We have a fundamental target of Rs387
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| maneeshpth : sir, as per your roc. i have bought 1200 shares of sterlite technologies at 87. but it has come down to 70. should i average it now or wait. |
| IIFL Research Desk Analysts :Mid-caps have largerly underperformed the markets in past 2-months. You can hold the stock
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| Ali : hello sir, please tell about Ispat stock good to seell now ?? |
| IIFL Research Desk Analysts :In the near term, we do not expect the stock to go above current levels. In the long term, the stock can be accumulated at lower levels after the recent event.
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| maneeshpth : your view on bajaj corp and bajaj holdings. which is your pick |
| IIFL Research Desk Analysts :We do not have any fundamental coverage on these stocks.
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| maneeshpth : sir,your call on jain irrigation. is it an investment worth now |
| IIFL Research Desk Analysts :We do not have any fundamental coverage on these stocks.
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| rschari : is the rising cost of funds priced into the banking sector stock or are they still due for some correction?what are your top mid cap small cap pick in the banking and financials space |
| IIFL Research Desk Analysts :We like Yes Bank in the mid-cap banking space.
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| maneeshpth : sir, your view on marg and mundra port.can we invest now. |
| IIFL Research Desk Analysts :Marg const - We do not see any material upside from current levels. Use the current rally to exit the stock.
Mundra - We continue to remain cautious on the counter.
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| Rahul : What is the scope for Tulip and Satyam from now for 6months |
| IIFL Research Desk Analysts :We remain positive on Tulip and is our top pick in mid-cap space. On Satyam - our fair value range for the stock is Rs62-67.
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| maneeshpth : can we take fresh positions in banking like axis, yes or wait for some more time.the pension problems analysts are talking were already there 6 months ago. what should we do |
| IIFL Research Desk Analysts :With results season due in coming days, we would stay cautions on the sector. However, you can accumulate banks with lower P/B.
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| HK_AGARWAL : whats your view on Satyam |
| IIFL Research Desk Analysts :Our fair value range for the stock is Rs62-67. We prefer HCL Tech in the IT space.
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| gauraviifl : i am having 12000 shares of tata steel , should i sell these at cmp 673 buying price is 598 |
| IIFL Research Desk Analysts :We remain bullish on Tata steel and recomm hold for a target price of Rs725.
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