Bloomberg Recommendations – Hot Money


1. Zydus Wellness
2. Godrej Consumers : Good Stock
3. Indian Bank : decent asset quality, hold 15 month.
4. Bajaj Finance : must have in portfolio, ilfs exposure is not large, loan book, disbursement is really high., Fundamentally stock is really nice, sector wise there would be tough time…Roi is 18%, pe 40, EPs 18 percentage growth., Fund comes from consumer and bajaj auto, no liquidity issue.
5. HDFC : Buy now,
6. BioCon : one for the most expensive stock, but we can avoid
7. HEG Stock : must have
8. Sun Pharma : good stock, top in generic medicine, us/uk contribute 30 -40 % of the total export.
9. Alembic Pharma : very good stock in pharma stocks.
10. TVS motors : good stock in two wheelers, 3 wheeler contribute huge to total revenue, debt is increased, not good stock at this time.
11.Eicher Motors : still expensive
12. Hero Motor Corps : Good stock to buy as of now.
Real state Stock –

Sameer Kalra


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