Top Stock Picks – Domestic brokerage and research firm HDFC Securities has shared its top ten stock recommendations for 2022 including PSU lender (SBI), GAIL, Tech Mahindra, Aditya Birla Capital, Hindustan Zinc, Mahindra & Mahindra (M&M) Including. .
Top 10 Stock Picks For 2023
Aditya Birla Capital: Aditya Birla Finance is focused on building granularity across the board while reducing ticket sizes across the board. ABHFL focuses on affordable housing, doubling its AUM in the last 2 years. ABSLAMC is focused on increasing its share of equity-based funds that offer higher margins overall.
GAIL (India): GAIL plans to expand into petrochemicals, specialty chemicals and renewables to complement the growth of its core business of natural gas marketing and transportation.
Hindustan Zinc: High operational efficiency driven by fully integrated operations and access to low-cost, high-grade zinc reserves and large tin-zinc reserves should support the company as a low-cost producer in the medium term. .
Ipca Labs: “Ipca Labs on the back of strong volume growth in local formulations in the therapeutic area, improved business prospects in the API segment with competitive prices and consistent quality, strong debt free B / S and strong return ratio. But there is positive momentum in the international market .”
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M&M: Mahindra & Mahindra has a strong product pipeline to excel the industry in UVs and tractors.
Max Financial: In the long term, the underserved life insurance space in India is attractively positioned to capture tremendous growth opportunities. Large private players are better able to take advantage of their ability to grow their security business by leveraging their strong brands and existing networks.
Max Healthcare: Strong revenue growth driven by health insurance expansion, better patient mix, increased ARPOB, increased medical tourism and focus on specialty. Optimizing peer mix provides scope for margin expansion.
State Bank of India: Given its broad, granular deposit base and majority government ownership, SBI is virtually immune to collateral liability risks at this point. It is better positioned than other major banks to mitigate asset quality issues due to the quality of its loan book.
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Tech Mahindra: Tech Mahindra is well positioned to grow its fair share of 5G network services and the company faces a major transactional strategy and customer-centric approach.
Zee Entertainment (High Risk Option): The company’s Indian exposure and focus on digital is likely to drive growth in the long term. In addition, Zee5’s OTT ZEEL application is well placed to increase its appeal to increase revenue and reduce losses.
The opinions and recommendations expressed above are those of individual analysts or brokerage firms other than Mint.
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You are now subscribed to our newsletter. If you do not receive an email from us, please check your spam folder. Inflation is characterized by moderation in the second quarter of 2023, indicating that the economy remains stable despite rising interest rates. Accordingly, in the three months ended June 30, the S&P 500 rose 7.90%, the Dow Jones Industrial Average rose 2.40% and the Nasdaq Composite Index rose 13.11%.
This is reflected in the purchases of top teachers for the quarter. According to HotPix, a premium feature that allows investors to check the most frequently bought and sold stocks based on the latest regulatory filings, the top five are based on net purchases among teachers during the quarter. Nvidia Corp. (NVDA, Finance), Taiwan Semiconductor Manufacturing Co. Ltd. (TSM, Financial), Danaher Corp. (DHR, Finance) Qualcomm Inc. (QCOM, Financial) and Advanced Micro Devices Inc. (AMD,).
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Investors should be aware that the data in this article is based on 13F filings for investment companies and portfolio updates for mutual funds that do not provide a complete picture of Guru’s holdings. 13Fs include only US common stocks, while mutual fund updates typically include both US and foreign common stocks. Bonds, loans etc. do not include other assets or investments. All numbers are at the end of the quarter only; Teachers may have changed positions after the end of the term. However, even this limited data can provide valuable information.
With three net purchases, Nvidia (NVDA, Financial) reported 17 buys and 14 sells among teachers during the quarter. Holding a combined equity portfolio weight of 97.67%, 30 teachers hold shares.
Among the gurus who bought shares were Frank Sands (Trading, Portfolio) and Steven Cohen (Trading, Portfolio), while Ken Fisher (Trading, Portfolio) and Catherine Wood (Trading, Portfolio) were among the sellers. Overall, there has been a more bullish trend for stocks over the past few quarters.
The Santa Clara, Calif. The semiconductor-based chipmaker has a market cap of $1.22 trillion. His stock was trading near $495.42 on Thursday with a price-to-earnings ratio of 119.67, a price-to-book ratio of 44.51 and a price-to-sales ratio of 37.80.
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The GF value line indicates that the stock is currently significantly overvalued based on its historical comparison, past financial performance and analysts’ future earnings estimates.
At 82 out of 100, the GF score indicates that the company has good potential for performance, driven by strong ratings for profitability, growth and financial strength. However, the value and speed ratings are low.
Taiwan Semiconductor Manufacturing (TSM, Financial) held by 30 teachers, reported 17 buys and 13 sells for the quarter, resulting in four net buys. their combined equity portfolio weight is 51.76%.
Among the gurus who bought shares were David Tepper (trading, portfolio) and Philippe Lafont (trading, portfolio), while Sarah Ketterer (trading, portfolio) and Steve Mendel (trading, portfolio) limited their shares. Overall, teachers have been bullish on stocks in recent quarters, even if just barely.
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The Taiwanese semiconductor chip maker has a market capitalization of $486.54 billion. The stock traded around $93.81 on Thursday with a price-to-earnings ratio of 15.53, a price-to-book ratio of 4.46 and a price-to-sales ratio of 6.39.
A GF score of 100, supported by solid ratings in all five criteria, indicates that the company has high performance potential.
Danaher (DHR, Financial) reported 16 buys and seven sells for the three-month period, for a net buy of nine. Shares are held by a total of 28 teachers with a combined portfolio of 35.54%.
During the quarter, gurus like Andreas Halverson’s Generation Investments ( Trading , Portfolio ) and Al Gore ( Trading , Portfolio ) bought shares. Among those selling Renaissance Technologies are Cohen and Jim Simons (Trades, Portfolio). In recent quarters, sentiment in stocks has been high.
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Headquartered in Washington, DC, the healthcare group, which makes products for the life sciences, diagnostics, biotechnology and environmental and applied solutions markets, has a market cap of $196.39 billion. The stock was trading around $265.99 on Thursday with a price-to-earnings ratio of 31.22, a price-to-book ratio of 3.80 and a price-to-sales ratio of 6.48.
A GF score of 89 means that the company has good performance potential on the back of high ratings for profitability, growth and financial strength, as well as more moderate value and momentum grades.
Qualcomm (QCOM, Financial) bought 15 shares and sold nine shares during the quarter, making six net buys. With the weight of the combined equity portfolio of 20.26%, 24 Teachers own this stock.
Investors like George Soros (Trading, Portfolio) and Simons Co. sell, while Jeremy Grantham (Trading, Portfolio) and Joel Greenblatt (Trading, Portfolio) are gurus who pick up stocks. Grosses overall has been quite bullish on stocks over the past few quarters.
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The San Diego-based semiconductor company has a market capitalization of $128.38 billion. The stock traded at $115.04 on Thursday with a price-to-earnings ratio of 15.08, a price-to-book ratio of 6.20 and a price-to-sales ratio of 3.35.
With a GF score of 94, the company has high performance potential. It received strong ratings for all five criteria.
Advanced Micro Devices ( AMD , Financial ) saw 15 buys and three sells during the quarter, for a net result of 12 buys. With a combined weight of 20.67%, 17 shares are held by teachers.
Gurus loading up on stocks include Daniel Loeb (Trading, portfolio) and Mario Gabelli (Trading, portfolio), while Caxton Associates (Trading, portfolio) and CI Select Canadian Equity Fund (Trading, portfolio) Shares are sold. However, K
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