Riding on liquidity wave, the Indian market has already rallied by about 18 percent so far in 2017 and it would be difficult for the market to repeat a similar performance in the second half of the year.In that case, the best strategy for investors is to remain with stock specific ideas. The second half of 2017 might remain volatile and every dip should be used to buy quality stocks which can outperform benchmark indices by a wide margin in the next 2-3 years.
M&M
The company has 40 percent market share in the Tractors segment, and 30 percent in the UV segment. We expect 10 percent volume CAGR in Non-farm vehicles and 11 percent volume CAGR in Tractor sales over FY17-19E. We forecast 12 percent revenue CAGR and 17 percent PAT CAGR; and 80bps margin expansion over FY17-19E
Kotak Mahindra Bank
Post the ING Vysya bank integration (and demonetisation disruption), we sense KMB is at the cusp of high growth.Consequently, RoAA will improve 22bps to 1.9 percent over FY17-19E led by steady NIMs, and robust fee growth.
Quess Corp
Quess Corp is a staffing company engaged in the several business verticals i.e. People & Services, GTS, IAM and IFM. We expect Quess to post 23.7 % revenue CAGR along with an 180bps margin surge to 6.8 %.
Transport Corporation of India
GST is a game changer for organised logistics players as it will provide a boost to the warehousing and supply chain management business.TCI will be a key beneficiary given its well-integrated network with a fleet of 9,000 trucks, 1.400 branch network, manages 5 ships and has warehousing space of 11mn sq ft.
Bharat Forge
BFL is planning to scale up the new business from current 5 percent to 15 percent in the next 2 to 3 years. The orders from Boeing and new defence JV with AM General, SAAB, Rafael & IAI (Israel Aircraft Industry) will boost its presence in the field of air defence.
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Riding on liquidity wave, the Indian market has already rallied by about 18 percent so far in 2017 and it would be difficult for the market to repeat a similar performance in the second half of the year.In that case, the best strategy for investors is to remain with stock specific ideas. The second half of 2017 might remain volatile and every dip should be used to buy quality stocks which can outperform benchmark indices by a wide margin in the next 2-3 years.
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