Stocks to Buy: Coal India, ITC Ltd , Hindustan Unilever Ltd (HUL), Sun Pharmaceutical Industries, Cholamandalam Investment and Finance Company, ICICI Lombard General Insurance Company Ltd, Siemens India, Jubilant FoodWorks, Zydus Lifesciences and Indigo (InterGlobe Aviation) are 10 inclusions by Jefferies to its Buy list of 28 Stocks for September
Coal India ltd has replaced Hindalco Industries Ltd, Siemens Ltd has replaced Hindustan Aeronautics Ltd in the Buy list of Jefferies. Among others Hindustan Unilever Ltd has replaced Godrej Consumer Products Ltd, Jubilant FoodWorks has replaced FSN E-Commerce Ventures Ltd (Nykaa), Sun Pharmaceutical Industries Ltd has replaced Mankind Pharma in Jeffereis Buy list
ITC Ltd, Indigo (InterGlobe Aviation), while are new additions to Buy lust there are new underperformers that also have been added to the list of 10 by Jefferies. New Underperform ideas by Jefferies are Petronet LNG Ltd that replaces Hindustan Petroleum Corporation, SRF Ltd, Dixon Technologies (India) Ltd, Tata Power, IEX (Indian Energy Exchange Ltd) and Whirlpool of India Ltd,
Our analyst bottom-up top ideas refresh has 28 BUYs and 10 Underperforms, with the latter’s count doubled, said Jefferies India Pvt Ltd in its report. This is inline with our cautious view on markets near term, added Jefferies
Top 28 Buy ideas of Jefferies
Axis Bank Ltd, ICICI Bank Ltd, State Bank of India Ltd, Sriram Finance Ltd, Cholamandalam Investment and Finance Company, ICICI Lombard General Insurance Company Ltd are Jefferies top 6 Buy Ideas in the Financial space
TVS Motor Company Ltd, Mahindra & Mahindra Ltd are the 2 buy ideas of Jefferies in the Automobiles space.
Coal India is the top Buy idea by Jefferies in the Metals and Mining space
In Infra, Capital Goods & Logistics space LARSEN & TOUBRO LTD, Siemens (India) Ltd, NTPC Ltd and JSW Energy Ltd are the 4 Buy ideas by Jefferies.
In Energy & Chemicals Oil and Natural Gas Corporation (ONGC) and PI Industries Ltd are two top picks by Jefferies
in the Real Estate sector, Godrej Properties Ltd and Macrotech Developers Ltd (LODHA) are 2 top picks by Jefferies
Among Consumer companies, Hindustan Unilever Ltd (HUL) , ITC Ltd, Jubilant FoodWorks Ltd are the 3 top picks by Jefferies
In Pharma & Healthcare Apollo Hospitals Enterprise Ltd, Sun Pharmaceutical Industries Ltd, Zydus Lifescience Ltd are 3 key picks
Cement manufacturer Ambuja Cements Ltd is amongst Jefferies key picks.
Midcaps – In the space Amber Enterprises, V-Guard Industries are 2 top picks
Telecom company Bharti Airtel and Travel & Hospitality company Interglobe Aviation: (INDIGO) are the other 2 Buy ideas among 28 companies.
Disclaimer: The views and recommendations above are those of individual analysts, experts and broking companies, not of Mint. We advise investors to check with certified experts before making any investment decision.
