CHAKRI LOKAPRIYA
Chakri Lokapriya on 4 power stocks to bet on, top midcap recommendation
Chakri Lokapriya noted that the power sector, particularly companies like NTPC and Power Grid, would thrive with a mix of thermal and renewable energy, projecting significant capacity additions. He also discussed Ola's electric vehicle market position and valuation, the challenges in the pharma sector, FMCG's ongoing weakness, and promising midcap stocks like Tata Elxsi.
PSU banks on strong footing; Railways better situated than defence: Chakri Lokapriya
Chakri Lokapriya highlighted the strong footing of PSU banks with improving net interest margins and loan growth rates. He mentioned Canara Bank and State Bank of India as top picks. The real estate sector also saw significant gains, while the pharma sector continued to benefit from product innovation. Recent IPOs like Premier in the solar industry caught attention.
What is keeping the bulls running in the market? Chakri Lokapriya answers
Chakri Lokapriya from RSB LLP discussed the promising outlook for Indian IT firms, citing favorable US market conditions. He highlighted TCS, HCL Technologies, and Infosys, and mentioned a shift from traditional sectors to new-age companies like Ola and Paytm. He also touched on the impact of the US Fed's potential actions on Indian markets.
SC diktat on past dues of mines will adversely impact job creation, lead to NPAs: Chakri Lokapriya
Chakri Lokapriya points out that the Supreme Court's ruling on past dues of mining dues will result in significant financial burdens for both PSUs and private companies, totaling Rs 1,60,000 crore over the next 10-12 years. This will impact their capital expenses, job creation, and increase non-performing assets in the banking sector.
Chakri Lokapriya on what Bangladesh crisis will mean for Indian power, textiles companies
Chakri Lokapriya discussed the impact of unrest in Bangladesh on power suppliers like NTPC and Adani, concluding it wouldn't significantly affect their capacity. He highlighted opportunities for Indian textile firms. Additionally, he noted Tata Motors' strong positioning and potential market shifts, cautioning about Eicher Motors' competitive challenges and flat sales projections.
At 25K plus, market leadership to come from PSU banks; metals may pick up: Chakri Lokapriya
Chakri Lokapriya, Managing Partner at RSB LLP, elaborated on the strong performance of PSU banks compared to private banks, the tactical play of FMCG, and the potential improvements for Coal India and the automotive sector. He noted that Zee Entertainment and Zomato are showing mixed signs, while the real estate sector continues to hold strong with better margins and volumes.
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Chakri Lokapriya says yes to FMCG but no to paints; sticks to leaders in cement
The FMCG sector is poised for growth with rural recovery, but paints face emerging competition. Infosys and TCS may see 2-2.5% revenue growth and gain from a possible US rate cut. Cement volumes grow despite weak pricing. Asian Paints encounters price drops amid competition. Zee Entertainment's fundraising and the RIL-Disney JV impact the sector.
Paints stocks are a trading bet; be very stock-specific in pharma: Chakri Lokapriya
Chakri Lokapriya of RSB LLP discusses competition affecting paint stocks, HPCL, and BPCL facing deregulation challenges, and IT sector issues. Reliance's Jio listing may unlock value. Yes Bank is risky despite Moody's upgrade. Dr. Reddy’s OTC acquisition boosts earnings. Textiles, major earnings upgrades are uncertain. Glenmark and life sciences interest noted with OFS.
M&M a buying opportunity; stay away from Raymond: Chakri Lokapriya
RSB LLP’s Chakri Lokapriya notes weakness in Nifty earnings due to IT, pharma, and metals, though broader markets do better. Upcoming Budget and US CPI are critical. M&M’s EV, farm segments, Raymond’s lifestyle turnaround, auto sector discounts, railway stocks’ growth, defensive stocks, Mahindra & Mahindra Financial Services, Tech M, and engineering innovation should be observed.
Chakri Lokapriya on stocks to pick in cement, banking sectors
UltraTech is very well positioned. It is still the market leader. Adani on the other hand with ACC and Ambuja, is far more acquisitive. They can move on deals much faster. So, in terms of where will growth come faster from, it will be ACC and Ambuja, says Chakri Lokapriya.
Pick stocks from industrial, capex and manufacturing sectors: Chakri Lokapriya
The debt levels for Vi are still very high and it is a good thing that the block deal which will go through shortly, slightly more than a billion dollars, would help a lot in bringing down their debts.
Chakri Lokapriya's top midcap stock picks for near term
I think defence, semiconductor, industrial, infra are easy reforms for the current government in the current shape to continue because even the allies, for instance, Naidu is a very reform-oriented person.
Chakri Lokapriya on 4 defence and railways stocks one can still buy
Chakri Lokapriya recommends investing in Hindustan Aeronautics, Bharat Dynamics, Titagarh Wagons, Ircon for growth potential in defence and railways sectors. Lokapriya also says that market volatility will continue as we move closer to the final election result announcement though there has been some amount of respite because the valuations have corrected a bit.
Wait on the sidelines in FMCG; betting on bearing stocks: Chakri Lokapriya
Chakri Lokapriya discusses strong revenue and EPS growth in bearing companies, stable FMCG stocks, robust performance in auto sector, FII sell-off impact, and changing dynamics in the paint sector.
Which stocks should investors pick from largecap private banking space?Chakri Lokapriya answers
Against this backdrop, the valuation where it is and also given the fact that the rural portfolio is still not really growing fast and because the rural India spend is still slow, against a combination of these factors I would stay away from the stock.
Avoiding IT stocks; 4 sectors to buy into now: Chakri Lokapriya
Chakri Lokapriya discusses earnings upgrades in infra, auto, metals. Maruti's EV models offer growth potential. TCS projects higher growth than Infosys. Wipro faces challenges with new CEO. The approach to automobiles sector is not only betting on things which do not only make products for EVs, but for both types of automobiles.
Chakri Lokapriya on his top bets from manufacturing and capex space & why it’s time to look at metals
Chakri Lokapriya says Skipper and JTL Infra stand out for valuations and expansions, driven by rising copper prices and industrial activity. Banks benefit from increased loan disbursements. Urban consumption and real estate sectors show growth potential, with companies like Prestige, Sobha, Hi-Tech Pipes, Prince Pipes, and Park Hotels demonstrating promising valuation multiples.
Smallcap index gave 70% return this year. Will it be a repeat performance in FY25? Chakri Lokapriya answers
Chakri Lokapriya anticipates a strong year with robust fundamentals in new sectors. Smallcap index saw a 70% return. Focus on investors, traders, NBFCs, auto sector players like Maruti and TVS Motors, and companies like Shriram Finance, SBI, VIP and Safari. Also, Lokapriya says we will continue to hold on to Indian Hotels, Chalet Hotels, Lemon Tree, Thomas Cook.
Chakri Lokapriya on what to buy and what to avoid in this market
Chakri Lokapriya discusses market trends, focusing on power financiers, auto ancillaries. While FMCG stocks are under pressure, ER&D services, and market uncertainties are impacting investor confidence. Lokapriya further says given the level of uncertainty which always exists in the OMC sector, he would prefer to stay away for the time being.
Buy this decline or wait for the poison to get out of the system? Chakri Lokapriya answers
Chakri Lokapriya, Managing Partner, RSB LLP, says that the market experienced a steep fall across smallcaps, midcaps, and largecaps. Buying opportunities exist within largecaps and midcaps with growth potential. IT stocks as well as Larsen & Toubro are recommended. Private capex could present a good opportunity for investment for long-term players.
Chakri Lokapriya on where he is taking chips off the table and where he is adding now
Chakri Lokapriya remains positive on manufacturing and maintains positions in PSUs like Union Bank, Bank of India, and SBI. He discusses the convergence of ROAs and ROEs between private and PSU banks. IREDA is the more expensive stock, but I think PFC and REC are looking good.Tata Motors and Jio Financials are highlighted as stocks with growth potential.
Stay away from incumbents like Asian Paints, Kansai Nerolac; 3 realty stocks going strong: Chakri Lokapriya
According to Chakri Lokapriya, interest rate cuts ususally benefit real estate sector. ITC eyes stake in Prataap Snacks. Grasim's paints business affects Asian Paints and Kansai Nerolac. Airtel, Indian Hotels, and Chalet Hotels perform well. Nifty IT shows positive gains. Indian IT services benefit from AI projects. Earnings growth drives market momentum.
Time to start buying into V-Mart, hold on to Mankind Pharma: Chakri Lokapriya
Chakri Lokapriya says: Mankind Pharma has performed well, with strong consumer and institutional business and improving margins. Mankind Pharma's stock has doubled, and the business momentum continues. Lupin's franchise looks good. Hold real estate stocks as interest rates peak and unsold inventory decreases. Zomato focuses on improving profitability. Catholic Syrian Bank management has changed. V-Mart is well positioned in tier-2, tier-3, tier-4 towns.
ONGC, Oil India shine among OMCs; won’t make money by blindly buying PSU stocks at this level: Chakri Lokapriya
The PSU sector has gained attention, but the market cap and valuations of individual stocks are not overheated in the long-term context. Now we can expand the story to many of the other stocks in the PSU space. While many PSU stocks have seen significant gains in the past year, caution is advised in blindly buying at current levels.
Chakri Lokapriya on why FIIs are selling now and Budget impact on markets
Chakri Lokapriya, discusses the reasons for FIIs selling, including the instability of the rupee and the potential interest rate cuts in the US. He also highlights the positive prospects for Tata Motors, citing its diverse portfolio of international and domestic vehicles and improving balance sheet. Lokapriya expects the budget to have a swing impact, particularly through increased capex and rural focus. He emphasizes the importance of L&T's order book in driving its strong revenue growth.
Is it time to book profit in railway stocks? 2 midcaps to bet on: Chakri Lokapriya
Chakri Lokapriya of RedStrawBerry LLP discusses the railway stocks bandwagon and advises holders not to sell at the current expensive levels. He suggests that investors can afford a 15-20% loss if they have already seen significant upside. Lokapriya also mentions Sterling Wilson and REC as potential beneficiaries in the solar rooftop panels rollout. When comparing ICICI Bank and Kotak's earnings, he believes ICICI will perform better due to its loan and deposit growth.
Chakri Lokapriya on 4 cement and metal stocks to consider now
HDFC Bank's results reflect the transition the bank is going through, with the need to increase their share of loans with retail and SME. Loan growth for the bank is expected to pick up in the coming quarter. The valuations are all right, and earnings are slightly mixed. The IT sector is experiencing a pivot, with US interest rates set to fall, leading to the execution of pending order books. The financial services industry in the US will be the first to start executing orders.
Chakri Lokapriya on his top largecap, midcap and smallcap ideas for 2024
Chakri Lokapriya says: “In terms of the industrial space, the power sector or the infrastructure space, there is a multi-year shift to green energy, shift to infrastructure spending, which goes to some of the PSUs like NTPC, NLC getting the first orders. BHEL will continue to win orders. There is still enough money to be made in the industrials and the financial space within the PSUs.”
Chakri Lokapriya on how to play defence and premiumisation themes
“With valuations way up there, FMCGs will tread water for the next couple of quarters because there are no real signs of an acceleration of push. But there are pockets where you will start to see spending because things like, four- wheelers SUVs, which are rural plays but also election related plays.”
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