CHAKRI LOKAPRIYA
December rate cut could spark market revival: Chakri Lokapriya
So, both are similar sized companies. They have similar market share. Only the thing is Swiggy is likely less profitable. So, the valuation differential could be made up. So, clearly one can buy Swiggy at current levels.
Chakri Lokapriya on 2 safe areas to invest in this market
Chakri Lokapriya, Managing Partner at RSB LLP, suggests that the current market downturn presents a buying opportunity in sectors like IT and power infrastructure, which are expected to see earnings growth. He advises caution in the auto sector until there are clearer signs of a demand rebound and recommends considering Swiggy's IPO due to its attractive valuation compared to Zomato.
Buy IT stocks on dips; not big on pharma but like specific stocks: Chakri Lokapriya
Chakri Lokapriya highlights a selective approach toward pharma, favoring Cipla and Piramal for potential gains due to specific catalysts like FDA approvals. He recommends buying IT stocks like HCL Tech and Mphasis amid market dips, driven by robust cloud computing growth predictions. Trent and Titan continue to show strong urban consumption trends.
Chakri Lokapriya on 3 sectors where it is safe to buy now
Chakri Lokapriya talks about the current challenges in metals due to China's weak recovery and the positive outlook for Indian IT firms. He mentions the need for innovation in FMCG and sustainable strategies in quick commerce. He also shares insights on pharma, PSUs, Reliance, and Kotak Bank, highlighting their current market positions.
Should you subscribe or avoid Hyundai IPO? Chakri Lokapriya answers
One of the big trends that you are seeing is consumer companies are facing margin pressure, individual companies are reporting revenue growth in line with inflation, about 6%, 7%, 8%.
Buy power utilities but stay away from power financiers: Chakri Lokapriya
Chakri Lokapriya highlights the resilience of the power sector, naming NTPC and Skipper, which show earnings momentum. He also discusses Trent's consistent growth potential in the retail sector and finds companies like Devyani, operating Pizza Hut and KFC, attractively valued after recent corrections. He advises caution with power financiers due to telecom funding uncertainties.
- Go To Page 1
3 metal stocks Chakri Lokapriya is bullish on for near term
Metals are clearly a fairly decent tactical play at this point and good news that US has indicated a quarter, slightly lower cuts, which means the economy is doing well and it is just that they want to move towards a lower interest rate regime, which is always good for metal stocks.
Escorts Kubota poised for growth amid farm equipment demand surge: Chakri Lokapriya
Second, two-wheeler sales will continue to be strong around 12%, 13%, 14% depending on the company. Bajaj and TVS Motors I think still will continue to be strong. On the other hand passenger vehicles, some amount of inventories are building up clearly and so whether the dealer profitability will go down, does not really affect OEMs. So, I think Maruti will tread water. Commercial vehicle sales on the other hand have not picked up.
NTPC, Power Grid to benefit from India's power expansion plans: Chakri Lokapriya
Power Grid is like the one nation, one grid, kind of a big grid. So, you will see phenomenal growth. NTPC, same reason, green energy will double and triple and again double over the next 10 odd years. So, the numbers are huge. So, even if they fulfil very small portion of it, still they will be very profitable investments.
LIC Housing, PNB Housing shares fall 7% as Bajaj gets all the attention
Bajaj Housing Finance's stellar debut overshadowed the share trading of its competitors LIC Housing Finance and PNB Housing Finance, causing their shares to decline. Bajaj Housing Finance shares hit a high of Rs 165, after listing at a 114% premium of Rs 150, whereas LIC Housing Finance and PNB Housing Finance saw their shares fall to Rs 678 and 1,061, respectively.
Where is Chakri Lokapriya putting money amid record market highs?
Some amount of luxury travel, mid-luxury travel, like Lemon Tree Hotels, Indian Hotels, all that will benefit. I think that is the way we are approaching rather than pure FMCG as a sector.
Chakri Lokapriya on two auto stocks to bet on for near term
Two-wheelers continues to be very strong. Commercial vehicles, of course, have not yet picked up. So, it is still buy into TVS Motors and Bajaj Auto. We have been buyers of this for the last couple of years and have not gone wrong.
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.
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.
Load More
