INFRA SECTOR BACK IN FOCUS

 

BUY LT ABOVE 1540 TGT 1552/1568 SL 1525

The union budget 2021 seems to have brought the infrastructure back to investors' focus as the stocks from this space have been witnessing traction since February 1. On the budget day on February 1, the s&p bse India infrastructure index jumped almost 6 percent; on the following day, it logged a gain of  nearly 3 percent.on february 3, the index rose about 3 percent in intraday trade to hit its 52-week high level of 204.5. The move is positive for companies that deal in the construction sector as it would lead to higher road awarding and construction. not only construction, but cement manufacturers will also be a top beneficiary of the government's focus on the infrastructure sector.
TOP INFRA STOCKS: Larsen & turbo, knr constructions, ncc, gmr infra, pnc infra, sadbhav engineering, rec, hg infra engineering, anubhav infrastructure and mep infrastructure developers.
TOP CEMENT STOCKS: ultratechcement, shree cements, acc, ambuja cements, ramco cements, india cements, j. K. Cement, heidelbergcement india, star cement and jk lakshmi Cement.
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STOCKS TO BUY IN FEB SERIES

 

LIMELIGHT STOCK FOR THE BUDGET EXUBERANCE

INFRA & CEMENT STOCKS - L&T and ultratech Cement stocks will be the biggest beneficiaries of the formation of DFI with the announcement of spending 5.54 lakh crore rupees on infrastructure and the states giving 2 lakh crore rupees for it.

HEALTHCARE STOCKS - Healthcare will get a boost by setting up a critical care hospital block in 602 districts, with the announcement of investing Rs 64,180 crore in the next 6 years in the PM Self-Reliant India Scheme. Under this, private players will also get entry under PPP model, which will benefit Narayan Hridayalaya, Apollo Hospital and Shalby.

TEXTILE STOCKS - Khop Mill, Gokaldas Exports and Arvind Ltd are expected to benefit the most from the announcement of the Mega Investment Textile Park with PLI scheme.

 AUTO STOCKS - Provision of Rs 18000 to purchase 20,000 buses for urban transportation is expected to further boost stocks of Ashok Leyland, Tata Motors, JK Tire and Apollo Tires. 

OIL AND NATURAL GAS - CGD network will be launched in 100 districts of the country in the next 3 years. These companies are expected to benefit from this.

ICICI BANK: ICICI Bank is expected to benefit the most from the announcements made in the bank stocks in the budget. The bank's margins are expected to increase further due to good asset quality, data analytics and growth drive technology.

ITC: ITC stocks are expected to pick up further due to non-increase in taxes on tobacco products and cigarettes. The company is now focusing on its volume growth.

DABUR INDIA: Among companies in the FMCG sector, Dabur India has recorded the best revenue growth. Also, the company's volume growth has also strengthened and its market share has increased. This will benefit those investing in the company.

SBI LIFE INSURANCE: SBI Life is India's largest private life insurance company based on Retail Annual Premium Equivalent (APE). Due to the favorable mass customer base, diversified distribution and the rational cost structure, its stocks are likely to gain momentum.

 A SHARP JUMP WILL EXPECT IN THESE STOCKS ALSO

IIFL Securities has suggested investors wager on stocks of ICICI Lombard General Insurance, Deepak Nitrite, JK Lakshmi Cement, Sudarshan Chemical and HG Infra Engg. The announcements in the budget will give a big jump in these stocks in the coming time. Therefore these stocks must be in your portfolio.
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PLAIN VANILA LT STRATEGY

"BUY 1 LOT LT 1700 CALL @ 13.5 "

BIG FAT BUDGET 2021

 

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 The flow of excellent corporate results in q3 will provide fundamental support to markets. However, if the budget proposals are distinctly market-unfriendly , there is a probability of a sharp correction. We should will eye the annual report to gauge the economic policy of the government. The survey is typically presented a day before the union budget. But this year it is being brought earlier than usual because the day before budget this time is a sunday. A number of nifty companies will present their quarterly numbers today including tata motors, cipla, dr reddy’s labs, etc.
Expectations are high that finance minister nirmala sitharaman will unveil a budget focused on growth. The catalyst that could propel india’s gdp into double digits and on which nirmala sitharaman could rely may be infrastructure. “we do believe that the government will go for a growth theme in the budget, to bring the economy back to normalcy and it would primarily focus on the push towards the infrastructure sector. There are high expectations that the government would increase allocation towards infrastructure schemes which will boost the order book of capital goods companies as well as drive volumes of cement companies.  Companies such as l&t, siemens india, abb india, ultratech, ambuja and acc would benefit. Similarly, visha wagh of bonanza portfolio is focusing on l&t ltd, pnc infratech ltd, ultra tech cement ltd, and ambuja cement. In this budget, the focus is expected to be more on roads, city infra and water transmission. We would recommend taking positions in l&t, knr constructions and pnc infratech in the road infrastructure space, and ratnamani metals & tubes in the water transmission segment. Further expects the union budget to carry announcements related to affordable housing, it deductions on home loan interest, special deductions for rent on salaried class. Indiabulls housing, capacite infraprojects and phoenix mills are his picks in the real estate space.

NIFTY BELOW 13980

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Today Sensex opened lower after three consecutive days of fall, and dropped over 1000 points in intraday trade & Nifty fell below 13950 indicating that investors are taking money off the table ahead of mega-policy event Union Budget 2021.At the domestic front investors kept their moves low ahead of the Union Budget which is expected to focus on growth.The market valuations have become stretched and most of the positives are factored in the price. The upcoming Budget will be a tight rope walk for the government and negative surprises of higher taxation. In Axis Securities pre-Budget highlighted that despite limited fiscal space, policy reforms are likely to continue. History suggests that past Budgets have disappointed the equity markets more often, but this time the finance minister has promised a landmark Budget. Axis Securities' positive Budget bets include Hero motocorp, Escorts, Maruti Suzuki, Dabur India, Asian Paints, SBI, Star Cement, PI Industries, Dhanuka, Amber Enterprises and Dixon Technologies.
TOP GAINERS-TECHM,SBILIFE,WIPRO,ITC,HCLTECH
TOP LOSERS-TATAMOTORS,TATASTEEL,TITAN,HINDALCO

AUTO STOCKS IN FOCUS

 

"BUY TATAMOTORS FUT ABOVE 295 "

TARGET 297/299.50 SL 292

On January 21the Sensex jumped more than 300 points to surpass 50,000-mark for the first time. A steep rise in the market in the last two years has made many stocks multibagger and data shows that as many as 58 stocks from the BSE 500 stocks rose more than 100 percent during Sensex's journey from 40,000 to 50,000 mark. Sensex is up 344.49 points or 0.69 percent at 50136.61, and the Nifty added 95.20 points or 0.65 percent at 14739.90. The S&P BSE Sensex climbed Mount 50K while the Nifty50 also hit a fresh high above 14,600 for the first time

Tata Motors jumps 7%, Bajaj Auto hits 52-week high ahead of Q3 results. The top performers included Tata Motors which jumped over 7 percent followed by Bajaj Auto, Eicher Motors, Balkrishna Industries, Hero motocorp and MRF.On January 21 auto sector added almost 2 % intraday and traded at over 2-year high on hopes of strong Q3 earnings growth. Nifty Auto has been forming a ‘Higher Top Higher Bottom’ structure and is in an uptrend for the last few months.  Share price of Bajaj Auto gained over 2 % ahead of its Q3 results. The company is likely to register more than 16 percent year-on-year growth in standalone profit, revenue and operating profit for the quarter ended December 2020 led by festive demand. The other gainers included Eicher Motors, Bharat Forge and Ashok Leyland which added 1-2 percent each.Tata Motors was the most active stock on NSE in terms of volumes with 14,32,95,643 shares being traded. The auto names which hit new 52-week high apart from Tata Motors included Bajaj Auto, MRF and Balkrishna Industries.
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NIFTY MADE A STRONG COMEBACK

 

CALL GIVEN IN 14 JAN POST👇
https://beststockfuturecalls.blogspot.com/2021/01/nifty-at-record-high-ahead-of-budget.html
HDFCBANK FUT ACHIEVED TARGET 1490 BUYING GIVEN FROM 1475 BOOKED PROFIT OF 16500 ( IN 2 LOTS ONLY )
Today market opened on  high note  and recouped more than half of last two-day losses of close near day's high. Today nifty opened higher at 14371 & extended gains as the day progressed to hit an intraday high of 14546. Today positive global cues and buying across sectors led the rally.if the momentum continues in the coming session, then the nifty can hit a fresh record high, hence the risk taking traders can consider going long in the index.Positive setup was seen in idfc first bank, federal bank, dlf, tata motors, rec, havells, grasim, siemens, lupin, l&t, bata india, voltas, berger paints, apollo hospitals, reliance industries and bajaj auto while weakness was seen only in tata consumer products.
TOP GAINERS-BAJFINANCE,TATAMOTORS,HINDALCO,HDFC
TOP LOSERS-ITC,TECHM,M&M

OPTION CALLS ACHIEVED TARGETS

 

L&TFH 110 CALL  ACHIEVED TARGET @ 2.3 CALL GIVEN
 FROM  1.6 BOOKED PROFIT OF 5810

NIFTY 14600 CALL ACHIEVED TARGET @ 42 CALL GIVEN
 FROM 30 BOOKED PROFIT OF 1800

NIFTY 14650 CALL ACHIEVED TARGET @ 35 CALL GIVEN
FROM 26 BOOKED PROFIT OF 1350

ASHOKLEY 125 CALL ACHIEVED TARGET @ 2.8 CALL GIVEN
FROM 2.2 BOOKED PROFIT OF 5400 

PLEASE HOLD ITC FOR TOMORROW.........

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