Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments.

Archives : Old artciles

Sunday, February 3, 2008

Stock market:Analysis of IT,Automobile,Textile,Fertilizer,Power,Telecom,Power equipment and Metals in short

Analysis of some important sectors in short:-

1. IT Sector: Due to strong rupee, earnings growth of IT companies has slowed down and hence, leading IT scrips have been underperforming. Since, rupee is unlikely to weaken in near future, IT companies will not report outstanding growth

2. Automobile sector: This sector is already witnessing slowdown in growth. Further, rising metal prices will not allow big profit growth and hence, vauations of this sector are not compelling anymore. Further, no sharp growth is expected in this sector for next 1-2 years at least

3. Textile Industry: This sector is passing thruough one of the worst times. Even if Govt doles out any benefits, it wont lead to significant improvement in its dire position. In fact, textile industry may post dismal results for next 2-3 quarters

4. Fertlizer sector: Share price of many fertilizer stocks had been ramped up brazenly althoughthis sector has always underperformed. Even Govt is coming with some new policy for this industry, fertilizer industry should not expect any path-breaking changes and fortunes/profits of fertilizer companies may change only in a minor way.

5. Power sector: This sector has witnessed never-before ( and i pray never-again) hype which led to mindless valuations

6. Telecom sector: Yes this sector continues to exhibit big growth. But companies at PE Ratio of 40-60 are not screaming buy

7. Power equipment industry: Valuations of this sector still appear to be attractive (comparatively)

8.Metals: Prices of various metals have already risen steeply and further rise may be very slow and infact, there can be even reaction in metal prices. Hind zinc has already reported huge decline in its profits.




Regards,
Arun
I can be reached at:arunanalyst@rediffmail.com

Enter your email address:

Delivered by FeedBurner

Posted by arun at 10:39 PM

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner