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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » 3 most defensive and growth shares for next six months

3 most defensive and growth shares for next six months

+15
svkiruba8@gmail.com
Chithi
abey
Investnow
thankrishan
ADVENTUS
Sunimal
Harry82
dimi
Niwa
Stockbull
blindhog
bkasun
stockchaser
cseguide
19 posters

Go down  Message [Page 1 of 1]

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

I have selected three  most defensive and growth shares for next six months considering the challenging macro economic factors of the country.

All These 3 stocks are very stable and have more than 100 % growth in next few months and they can tolerate any possible shocks that may come across within next few months. ( power cuts , gas shortage etc.)
In addition to that the most critical problem we face is rupee depreciation problem and all these three shares positively correlated with rupee depreciation effect. That is if rupee depreciates all these  company income will go up and all these three companies are dollar earning counters.
So these 3 counters are defensive and growth stocks.

I think anyone who bought these 3 shares can shout down there computers and come back after 3 months and see how nicely doubled their portfolios .
What are these  3 stocks ?
https://twitter.com/Cseguidecse



Last edited by cseguide on Thu Dec 09, 2021 8:19 pm; edited 1 time in total

stockchaser


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

cseguide wrote:I have selected three  most defensive and growth shares for next six months considering the challenging macro economic factors of the country.

All These 3 stocks are very stable and have more than 100 % growth in next few months and they can tolerate any possible shocks that may come across within next few months. ( power cuts , gas shortage etc.)
In addition to that the most critical problem we face is rupee depreciation problem and all these three shares positively correlated with rupee depreciation effect. That is if rupee depreciates all these  company income will go up and all these three companies are dollar earning counters.
So these 3 counters are defensive and growth stocks.

I think anyone who bought these 3 shares can shout down there computers and come back after 3 months and see how nicely doubled their portfolios .
What are these  3 stocks ?
CLC LOFC NIFL ?

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Just show your tweet.. Its EXPO,WATA & NAMU

You meant to say EXPO will double next 6 months.. It means it should go 630+ . Could you elaborate you basis?

Other two counters, WATA & NAMU, are fully agreed.. In fact NAMU can go 1000+.  

How about HAYL,AGAL & RICH?

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

bkasun wrote:Just show your tweet.. Its EXPO,WATA & NAMU

You meant to say EXPO will double next 6 months.. It means it should go 630+ . Could you elaborate you basis?

Other two counters, WATA & NAMU, are fully agreed.. In fact NAMU can go 1000+.  

How about HAYL,AGAL & RICH?
EXPO is a global share now. We are considering 15 PE for this at current context. But since it is global player we can expect lot of developments in future some may be
future expansion and acquisition ( " The summation is greater than the sum of it's parts" - a lesson  I lent from my university teacher ) 
valuation at higher PE ( look at global players valuation PEs ex:Amazon )
https://www.macrotrends.net/stocks/charts/AMZN/amazon/pe-ratio
Increase in capacity and volume.

rupee depression effect etc.

mah2903 likes this post

blindhog


Equity Analytic
Equity Analytic

bkasun wrote:Just show your tweet.. Its EXPO,WATA & NAMU

You meant to say EXPO will double next 6 months.. It means it should go 630+ . Could you elaborate you basis?

Other two counters, WATA & NAMU, are fully agreed.. In fact NAMU can go 1000+.  

How about HAYL,AGAL & RICH?

Sorry to jump in

I think he's about right

with regards to expo EPS
Q1 - 3.22
Q2 - 6.17
Q3 - 9 (Estimate Seasonal and black Friday)
Q4 - 11 (Estimate Seasonal and black Friday this might change)

Annualized EPS 3.22+6.17+9+11 = 29.39

Expo currently trading at P/E 22.80 (TTM 13.77)
13.77 * 22.80 =

After 6 Months it should trade between 15- 20. 

29.39 * 15 = 440
29.39 * 20 = 587

Any ideas welcome. This is Not a B/H Recommendation.

mah2903 likes this post

Stockbull

Stockbull
Equity Analytic
Equity Analytic

Best Growth.. BIL

Niwa


Moderator
Moderator

@cseguide , you mean 100% appreciation at CMP?

dimi


Stock Trader

I would say KCAB ,NAMU,EXPO

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

LMF,APLA,LFIN

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

3 most defensive and growth shares for next six months 3_defe10
Not a buy sell recommendation

mah2903 and Sunimal like this post

Sunimal

Sunimal
Senior Equity Analytic
Senior Equity Analytic

I would say  Expo is one of them.

ADVENTUS


Moderator
Moderator

IN CASE OF A SUDDEN LARGE CURRENCY DEPRECIATION 
LOLC
BIL
EXPO

DISC: HOLDING EXPO

thankrishan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

EXPO
GLASS
PLC
RAL

These are my picks.

sandamal likes this post

ADVENTUS


Moderator
Moderator

WITH EXPORT REVENUE GROWING AND CONSISTENT HIGHER DIVIDEND PAYOUT
LLUB 
MAYBE A GOOD STOCK TO ADD

DISC: HOLDING LLUB

Investnow


Stock Analytic
Stock Analytic

bkasun wrote:Just show your tweet.. Its EXPO,WATA & NAMU

You meant to say EXPO will double next 6 months.. It means it should go 630+ . Could you elaborate you basis?

Other two counters, WATA & NAMU, are fully agreed.. In fact NAMU can go 1000+.  

How about HAYL,AGAL & RICH?
NAMU last quarter eps  Rs 23 with high palm oil price this quarter eps will be more than Rs 30. Rs 1000  is possible.

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

SUN, APLA, VFIN

abey


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

EXPACK ?

Chithi


Manager - Equity Analytics
Manager - Equity Analytics

GLAS, NAMU, LOLC

MORE THAN 100% RETURN GURANTEED IN NEXT 6MONTHS

svkiruba8@gmail.com


Manager - Equity Analytics
Manager - Equity Analytics

Chithi wrote:GLAS, NAMU, LOLC  

MORE THAN 100% RETURN GURANTEED IN NEXT 6MONTHS
Glass sure 100%+>>>🤙

Baba2020


Senior Equity Analytic
Senior Equity Analytic

DIAL
NEST
CTC

sandamal


Senior Equity Analytic
Senior Equity Analytic

svkiruba8@gmail.com wrote:
Chithi wrote:GLAS, NAMU, LOLC  

MORE THAN 100% RETURN GURANTEED IN NEXT 6MONTHS
Glass sure 100%+>>>🤙

what is the target for GLAS in 6 months, 50 ?

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

cseguide wrote:I have selected three  most defensive and growth shares for next six months considering the challenging macro economic factors of the country.

All These 3 stocks are very stable and have more than 100 % growth in next few months and they can tolerate any possible shocks that may come across within next few months. ( power cuts , gas shortage etc.)
In addition to that the most critical problem we face is rupee depreciation problem and all these three shares positively correlated with rupee depreciation effect. That is if rupee depreciates all these  company income will go up and all these three companies are dollar earning counters.
So these 3 counters are defensive and growth stocks.

I think anyone who bought these 3 shares can shout down there computers and come back after 3 months and see how nicely doubled their portfolios .
What are these  3 stocks ?
https://twitter.com/Cseguidecse
The 3 stocks I recommended was
EXPO
WATA
NAMU
now investors realize their real value. The future value will be greater of all 3

bkasun and mah2903 like this post

D.G.Dayaratne


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

I agree most of  the above shares except EXPO

Expo has come its maximum. Usually, sentiments will not last long

Great1


Manager - Equity Analytics
Manager - Equity Analytics

cseguide wrote:
cseguide wrote:I have selected three  most defensive and growth shares for next six months considering the challenging macro economic factors of the country.

All These 3 stocks are very stable and have more than 100 % growth in next few months and they can tolerate any possible shocks that may come across within next few months. ( power cuts , gas shortage etc.)
In addition to that the most critical problem we face is rupee depreciation problem and all these three shares positively correlated with rupee depreciation effect. That is if rupee depreciates all these  company income will go up and all these three companies are dollar earning counters.
So these 3 counters are defensive and growth stocks.

I think anyone who bought these 3 shares can shout down there computers and come back after 3 months and see how nicely doubled their portfolios .
What are these  3 stocks ?
https://twitter.com/Cseguidecse
The 3 stocks I recommended was
EXPO
WATA
NAMU
now investors realize their real value. The future value will be greater of all 3

WATA, NAMU & ELPL will bring more than 50% gain from current market prices. WATA is the best, Then NAMU and ELPL.

Expect Rs.6 dividend from WATA again.

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