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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Is it time to rotate sectors/groups/stocks?

Is it time to rotate sectors/groups/stocks?

Go down  Message [Page 1 of 1]

VALUEPICK

VALUEPICK
Expert
Expert
Now market is ignoring everything including fundamentals due to strong major uptrend. Any stock can go up suddenly when market players try to create great demand. Market always starts with banking rally and later it spread to other areas. Therefore we can see some rally in other sectors next. It is time to identify next winning sectors. Stocks having strong uptrend may go up further. Some companies will make profits more in some period due to their cyclical nature. There will be demand for some products and services irrespective of up and down in the economy. Now some stocks have given more than 100% return and some are still stagnating in the same place. Some are about to start their major up trend. If we go through broker reports, still we find many undervalued sectors/groups and stocks trading below the P/E ratio of 9. Overall there is a demand for stocks. During next eight to 10 months we should see more active market. Market players will identify emerging sectors/groups/stocks in this period and attractive earning can be expected from listed companies in the CSE. Pull back, market pause and stock pause will create some opportunities. Market P/E is expanding gradually and some stocks have become overvalued now. It is time to pay attention to great value and great growth. I believe it is also time to readjust portfolio and time to add some noncyclical stocks (defensive stocks) .Good luck!

barba


Manager - Equity Analytics
Manager - Equity Analytics
Why dont You name few such stocks

VALUEPICK

VALUEPICK
Expert
Expert
@barba wrote:Why dont You name few such stocks

I am in the process of identifying some non cyclical stocks. Very recently we saw some strong up uptrend in non cyclical stocks such as SLTL and DIAL. Consumer Staples and Utilities are non-cyclical stocks. Some utilities such as LGL, LIOC, DIAL, SLTL, LGL, ASIR, SUN and WATA (Both have exposure to consumer staples and other consumer related products) having a run now. We can clearly see money flow is entering into  these non cyclical stocks as well. We can see volume building in stocks such MASK AND ASIR now. Why? What is the next winning stock/group/sector? I am more interested in emerging stocks/groups/ sectors now. Because margin of safety is very important. For some reason now consumer staples stocks have demand even in the beginning of bull market globally. I don’t know why? Good luck!

Market R

Market R
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Nice to see VALUEPICK again after some time Smile

VALUEPICK

VALUEPICK
Expert
Expert
@Market R wrote:Nice to see VALUEPICK again after some time Smile

Thank you.

Sstar

Sstar
Vice President - Equity Analytics
Vice President - Equity Analytics
@VALUEPICK wrote:Now market is ignoring everything including fundamentals due to strong major uptrend. Any stock can go up suddenly when market players try to create great demand. Market always starts with banking rally and later it spread to other areas. Therefore we can see some rally in other sectors next. It is time to identify next winning sectors. Stocks having strong uptrend may go up further. Some companies will make profits more in some period due to their cyclical nature. There will be demand for some products and services irrespective of up and down in the economy.  Now some stocks have given more than 100% return and some are still stagnating in the same place. Some are about to start their major up trend. If we go through broker reports, still we find many undervalued sectors/groups and stocks trading below the P/E ratio of 9. Overall there is a demand for stocks. During next eight to 10 months we should see more active market. Market players will identify emerging sectors/groups/stocks in this period and attractive earning can be expected from listed companies in the CSE. Pull back, market pause and stock pause will create some opportunities. Market P/E is expanding gradually and some stocks have become overvalued now.  It is time to pay attention to great value and great growth. I believe it is also time to readjust portfolio and time to add some noncyclical stocks (defensive stocks) .Good luck!

Thank you for your advise. I am in the process of rotating my portfolio. Construction, plantation and many other interesting sectors that may have better profitability and growth in tine to come. I will repost my new look portfolio soon.

VALUEPICK

VALUEPICK
Expert
Expert
@Sstar wrote:
@VALUEPICK wrote:Now market is ignoring everything including fundamentals due to strong major uptrend. Any stock can go up suddenly when market players try to create great demand. Market always starts with banking rally and later it spread to other areas. Therefore we can see some rally in other sectors next. It is time to identify next winning sectors. Stocks having strong uptrend may go up further. Some companies will make profits more in some period due to their cyclical nature. There will be demand for some products and services irrespective of up and down in the economy.  Now some stocks have given more than 100% return and some are still stagnating in the same place. Some are about to start their major up trend. If we go through broker reports, still we find many undervalued sectors/groups and stocks trading below the P/E ratio of 9. Overall there is a demand for stocks. During next eight to 10 months we should see more active market. Market players will identify emerging sectors/groups/stocks in this period and attractive earning can be expected from listed companies in the CSE. Pull back, market pause and stock pause will create some opportunities. Market P/E is expanding gradually and some stocks have become overvalued now.  It is time to pay attention to great value and great growth. I believe it is also time to readjust portfolio and time to add some noncyclical stocks (defensive stocks) .Good luck!

Thank you for your advise. I am in the process of rotating my portfolio. Construction, plantation and many other interesting sectors that may have better profitability and growth in tine to come. I will repost my new look portfolio soon.

Now I am also in the process of restudying my existing stocks. So that I can add more and reduce some and replace them with better ones. As some sectors are cyclical I am hoping to reduce stocks in cyclical sectors during next 10 quarters. Globally sectors such as finance, tech and property are more vulnerable to global shocks time to time. Even over exposure to gold is more vulnerable now. In case of Asia there are well managed companies in the financial sector and they are less vulnerable to global shock. Overexposure to any sector is not good. It is better to build balance portfolio now. We are going to see consolidation in the bank and finance sector. There will be construction and infrastructure building at least for mid term. Both tourist and food sector also will have growth. After privatization we are seeing growth in the plantation sector. Lower oil prices will increase purchasing power of consumers and benefit many industries. We should see gradual improvement in earnings of listed companies in the coming quarters. AEL just passed Rs.30/ one of your good picks. Other also will go up along with the market. As long as major uptrend is intact many listed stocks in the CSE will go up. Good luck!

VALUEPICK

VALUEPICK
Expert
Expert
I think it is time to go behind value sectors and non cyclical stocks. I think it is also time to look for new stocks. Good luck!

VALUEPICK

VALUEPICK
Expert
Expert
How about now? What are the best sectors and stocks to watch now?

omegaplus

omegaplus
Manager - Equity Analytics
Manager - Equity Analytics
@VALUEPICK wrote:How about now? What are the best sectors and stocks to watch now?

I was Thinking about Plantation and Construction sectors.

( TKYO, ACL, CTBL, NAMU,RAL, - VONE, CIC )  Any good?

TKYO lots of buying around that price...
TJL already on the move...And strong buying around that price...

Also wondering WAPO ?

Any ideas?

xmart

xmart
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
timely post (+)

i am bullish more toward FMCG/ Manufacturing and Construction.

Plantation & Hotel are overdue, we can see a hydro rally which lead by VPEL. in this contest FLCH is one to watch too.

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
Import oriented companies which are involved in food and pharmaceutical items will have stable time.

piras

piras
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@omegaplus wrote:
@VALUEPICK wrote:How about now? What are the best sectors and stocks to watch now?

I was Thinking about Plantation and Construction sectors.

( TKYO, ACL, CTBL, NAMU,RAL, - VONE, CIC )  Any good?

TKYO lots of buying around that price...
TJL already on the move...And strong buying around that price...

Also wondering WAPO ?

Any ideas?

Good picks.
TKYO, ACL, RAL, VONE, CIC,VFIN

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