3 most defensive and growth shares for next six months

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

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 ?

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?

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.

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.

Best Growth.. BIL

@cseguide , you mean 100% appreciation at CMP?

I would say KCAB ,NAMU,EXPO

LMF,APLA,LFIN

I would say  Expo is one of them.

IN CASE OF A SUDDEN LARGE CURRENCY DEPRECIATION 
LOLC
BIL
EXPO

DISC: HOLDING EXPO

EXPO
GLASS
PLC
RAL

These are my picks.

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

DISC: HOLDING LLUB

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.

SUN, APLA, VFIN

EXPACK ?

GLAS, NAMU, LOLC

MORE THAN 100% RETURN GURANTEED IN NEXT 6MONTHS

Chithi wrote:GLAS, NAMU, LOLC  

MORE THAN 100% RETURN GURANTEED IN NEXT 6MONTHS

Glass sure 100%+>>>

DIAL
NEST
CTC

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 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

I agree most of  the above shares except EXPO

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

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.