18 long-term investment ideas by SBI Securities post March quarter results

Jun 08, 2024, 12:40:40 PM IST1/8

Portfolio Picks

The capital appreciation story in the equity market is currently positive, largely driven by the results of the general election. SBI Securities provides insights into the recently concluded quarterly results season and recommends that investors take a diversified approach, focusing on the best-performing businesses across 12 sectors.
The domestic brokerage firm has prioritized stocks with strong management teams, supported by solid corporate governance, a positive industry outlook, strong business growth potential, attractive margins and return ratios, healthy balance sheets, and a strong historical track record.
Following is the sectoral classification of the stocks picked by SBI Securities:

2/8

Banks

ICICI Bank and Axis Bank

3/8

Shyam Metals & Mining

Coal India and Hindalco

4/8

FMCG

Varun Beverages, Godrej Consumer Products and Bikaji Foods International

5/8

Railway, Tourism and Infrastructure

Texmaco Rail & Engineering, The Indian Hotels, NCC and ITD Cementation India

6/8

Consumer Durables

Havells India

7/8

Automotive Ancillaries

Exide Industries and Varroc Engineering

8/8

Others

The Phoenix Mills, Coromandel International, Natco Pharma and Time Technoplast(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

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