Community Information
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What's your outlook for these stocks
1) reliance- with 20% correction and around it's 52 week low level, doesn't it seems like a great opportunity. -With its dominance in telecom, there can be huge value unlocking if it spin off jio. -In the retail chain, there are basically two major players, with reliance retail active on eve n smaller cities, it can grow quite well, with increase in per capita of india. -its O2C business is a consistent money money tool for it, and harder for it to decline except for few points due to cyclicity and macro factors - it's huge investment in solar panel and green energy, and ambitious aim- it can become the major source of green energy as well when it's oil segment take a hit. 2) airtel- there are only two major telecom players...and contrary to the hit it took... airtel bounced quite well...with its market share around 33-34% which pre-jio level was 31%, Airtel in investigation in data centers, nexus is the name if I remember correctly...and this could be big thing as we already are being a slave to data only. It's peg is 0.55, so even tho pe is around 22, considering the growth, it's scope looks good. 3) d mart- other than reliance retail, the only retail player big enough is d Mart, tho the recent sales growth has been slow, but considering the inflation and slow economic growth it shouldn't be surprising ( as current gdp projection was at 10yr low, if I remember correctly), other than that it is at 52 week low as well, atleast it was untill someone did a very bulk deal and made it shoot up by rs400. 4) Hero motocorp- I understand it has already penetrated well and all the budget bikes are mostly of hero in the market, but with having largest distribution in india, it has the potential to put its products in hands of people faster, and with its focus on premiumization, it can have topline growth and especially if ev becomes more common, with its ownership of aether and one other ev, it has deploy faster within budget segmet range. 5) any views on auto ancillary industries. Thank you, and apologies if it seems long, I just like to keep my points clear, and would really appreciate others opinion as well. And none of these is recommendations in anyway.4
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