Jitendra Kumar Gupta

15 stocks to watch out for

Here are 15 companies that research houses believe could see significant impact due to the Budget proposals

Jain Irrigation: Happy days are here again

Higher govt allocation to its market is a positive; efforts to enhance cash flow and lower debt levels are paying dividends

GVK: Higher chances of asset monetisation

Market confident on economic outlook, higher risk appetite and better show by airports division

'Rare' impact for MCX

The stock has seen increased activity after Rakesh Jhunjhunwala bought stake. It may gain more

Five small stocks that stand to gain from Budget proposals

Despite largely being ignored by market participants, these are worth considering

Neyveli Lignite: A stable utility to own

Company a preferred bet due to fuel security, strong balance sheet

Lavasa boost for HCC

Not only will the IPO lead to better valuations, Lavasa is expected to strengthen HCC's performance

PSUs offer safety at cost of returns

As the surplus cash is deployed in low-yielding deposits, it tends to suppress overall return ratios and, consequently, stock valuations

Stocks likely to gain from poor rains

NHPC divestment: An uphill task

Project delays, cost overrun and absence of new capacity addition are key concerns in the near term

Hindustan Zinc: Long-term investors should stay put

Even as the govt plans to divest stake, the downside is limited

How to play the great Indian PSU stake sale

Punj Lloyd: Still far from reality

Apart from lowering debt and costs, the company must improve order inflows, execution and margins

Bharat Electronics: Defensive, yet attractive

Improving prospects augur well for the company; the scrip is available at reasonable valuations

High growth stocks at reasonable prices

Despite earnings expected to grow at 20% annually, several scrips continue to trade at single PE multiple

Reliance Infrastructure: More orders hold the key

While concerns pertaining to the power and infra projects are easing, the order book of EPC offers limited visibility

Concerns easing for UPL

Steps to improve profitability and working capital cycle are yielding results

Torrent Power: Rising on bright prospects

Increase in rate and better gas availability will boost financials and stock valuations

Suzlon Energy: Needs winds of change

Since there are some signs of easing, the market is hoping for a turnaround

Pipavav: Positives priced in

Company could be a major beneficiary if FDI cap in defence sector is raised, but investors should be cautious