Medium Term Stocks

Bank:-

Bajaj Finserv

Bajaj Finance

Bajaj Holdings & Investment

Indusind Bank  - Majorly it gives Vehicle lone.

IDFC First Bank - reducing infra loan book, enter into credit Card business

Chemical:-

With increased hassles on cost and ability to invest in heavy capex, many

chemical companies manufacturing outsourcing is picking up. Companies like

PI, SRF, and Aarti are benefiting.

Indian companies into specialized

chemistries (The knowledge advantage) - Companies like SRF and Navin Fluorine are benefiting from their strong capabilities on fluorination.

Aarti Industries

Alkyl Amines -ROE: 44, Sales Growth: 25%

Mangalam Organics - ROE:43, Sales Growth: 18, Profit Growth:60, Margin:35

Elantas Beck India 

Jublient Inagreva 

Dharamsi Morarji Chemicals

GFL- Gujarat Floro chemical :- next 3years they are expanding on Electric vehicle related, Solar, Hydrogen fuel cell

Agro Chemicals:-

Astec Lifesciences - ROE:23, Sales Growth: 13, Profit Growth:30, Margin:19, for its clients in Europe, Japan and the US. It is present only in business to business sale (B2B).

Petro Chemical.:-

Bhansali Engineering - Capacity increasing, OPM increased from 10 to 45%

Pharma :-

Amrutanjan 

Gland Pharma - ROE:21, Sales Growth: 25, Profit Growth:28, Margin:36

API :-

SmallCap:

Caplin Point Laboratories

NCL - Natural Capsule Limited - they are trying to enter into this segment

Bulk Drugs :-

Ami Organics - ROE:33, Sales Growth: 22, Profit Growth:40, Margin:20

Health Care:-

Dr Lal Pathlabs - ROE:24, Sales Growth: 15, Profit Growth:20, Margin:30 - FII's increasing their stocks

Metro Police - ROE: 30

Krsnaa Diagnost 

Vijaya Diagnostics

Apollo Hospital

HCG - Looks it's turn around story 

With Risk:-

HealthCare Global Enterprises - HCG

Pharma :-

Indoco Remedies - they're lunching generic products in USA

Small Cap :

NCL - Natural Capsule Limited - expanding their capacity, they are trying to enter into API segment

Consumer :-

TATA Consumer - ROE:6, Sales Growth: 19, Profit Growth:20, Margin:12

Retail :-

Trent

Avenue Supermarts

V-Mart

Engineering:-

1. GMM Pfaudler - glass-lined equipments, ROE: 20, Sales Growth : 25%

MTAR Technologies - ROE:14, Sales Growth: 17, Profit Growth:100, Margin:34

Forbes & Company - ROE:16, Sales Growth: 24, Profit Growth:10, Margin:25

Jash Engineering

IT :-

Happiest Minds

Mindtree - ROE:35

IT SmallCap:-

Newgen Software Technologies ROE:19, Sales Growth: 10, Profit Growth:25, Margin:28

Expleo solutions - Europe based company, 50% revenue coming from Europe & remaining from Asia, recently merged group companies

Cyient

RouteMobile - Fastest growing company

Plastic :-

Astral Poly Technik - ROE:18, Sales Growth: 16, Profit Growth:40, margin:

Supreme Industries - ROE:27, Sales Growth: 11, Profit Growth:31, Margin:20

Finolex Industries - ROE:19, Sales Growth: 8, Profit Growth:35, Margin:29

Prince Pipes & Fittings : ROE:23, Sales Growth: 16, Profit Growth:45, Margin:18

Miscellaneous:-

CAMS - Asset management companies (AMC) services, ROE:40, Sales Growth: 9, Profit Growth:13, Margin:42

Consumer Durable :-

Stove Kraft - ROE:60, Sales Growth: 18, Profit Growth:100, Margin:10

Packing :-

Cosmo Films

Auto :- 

Tube Investments

Auto Ancillaries :-

Timken India - Bearing

Schaeffler India

RACL Geartech Limited

Tyre :-

CEAT

Infra :-

PNC Infratech - ROE:18, Sales Growth: 20, Profit Growth:28, Margin:24

TEA :-

CCL products

Tata coffee

Rossell India

Cable :-

GTPL Hathway 

Textile :-

Grasim Industries

Rupa & Company Limited -jan2022, this quarter results are good, They're expecting to grow 4X in 4years

Future Sector's:-

Contract Manufacturing & OEM:-

1. Dixon

2. Amber Enterprise - Air Conditioner

2. PG Electroplast

Hindustan Foods

Solar : - 

Borosil Renewables

EV Stocks:-

Sona BLW Precision

KPIT

Tata Elexi

ABB power

Olectra Greentech - electrical buses. 

rattanindia

Wardwizard

Silicon Corban :-

Carborundum Universal Ltd

Grindwell Norton

Batteries 🔋:-

Exide

Amarraja

Kabra Extrusiontechnik

Chemical :-

Tatva Chintan Pharma Chem✓

TATA Chemical✓

Neogen Chemicals✓

GFL

Pet Filim :-

Poly flex

Uflex

Jindal poly

Cosmo Films

Charging Station ⛽:-

ABB India✓

TATA Power

Reliance

IOCL

BPCL

Visakha Industries

Commercial Manufacturer :-

Olectra Greentech - electrical buses✓✓

JBM Auto

Asholeyond 

SML ISUZU

Mahindra

2 Wheeler:-

Wardwizard Innovations - recent quarter posted good quater results.

TVC✓✓

Baja Auto

Hero

Greevs Cotton

Rattan India

Ward Wizard

Nibe

Jangan lancer

4 Wheller :-

TATA Motors✓✓

Mahindra

Auto Ancillaries:-

SonaComstar ✓

Minda Industries - OEM company, Super company ✓

Gabriel India

Fiem Industries

Suprajit Engineering✓✓

Schaeffler India. - OEM

Bharat Forge - OEM

Crafts Man Automation - OEM , Super Company

Shakti Pumps

Technology :-

Tata Elexi ✓

L&T Technology✓

KPIT✓

Expleo✓

Hydrogen Fuel :-

KPIT

MTAR

Quick Service Restaurant:-

Westlife Development

Devyani International

Burger King 

Sapphire Foods - they are going to increase their KFC store count from 500 to 1000 in 2022.

Rating Agencies :-

Short Term and medium term companies growth increasing so this Rating Agencies will benefit.

1. CRISIL - Long Term

With Risk for Short Term:-

Care Rating

ICRA

Gaming :-

Nazara Technologies

Onmobile 

Insurance :-

ICICI Prudential Life Insurance ROE:12, Sales Growth: 13, Profit Growth:-23, Margin:-1

ICICI Lombard - ROE:20, Sales Growth: 20, Profit Growth:-30, Margin:10

HDFC Life Insurance

SBI Life Insurance

Travel Agencies :-

Easy my trip. - Reducing PAT losses

Semiconductor :-

ASM Technologies

Opertunity :-

Capacity Expansion :

Gulshan Polyols Ltd - they are expanding more ref