India Investment, Stocks, Credit Card and Retail Forum
Investments in Indian Equity and Research => Equity Investments, Fundamental Research and Sectors Review => MidCap Stock Picks => Topic started by: resh on September 19, 2016, 12:13:52 PM
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Here are CLSA's Recommendations on Midcap,
We hence advise a cautious approach with preference over quality and growth visibility. Arvind, Crompton Consumer, Dr. LalPathlabs, IDFC Bank, IndiGo and Sobha are our key picks.
We recommend a switch to Crompton Consumer (from Havells), INOX Leisure (from PVR) and Adani Transmission (from JSW Energy) given large valuation differentials. AmongNBFCs, our team recommends a switch from LIC Housing Finance to Indiabulls Housing.