Trading Ideas: Experts Prefer Anant Raj And Lupin In Their Respective Sectors; Advise To Cut JTL

Market experts choose Anant Raj Ltd. in real estate space, while Lupin Ltd. in the pharma sector. They advise to reduce position or exposure to JTL Industries Ltd. Experts ask traders to wait for clarity over Bharat Global Developers Ltd.'s suspension.

Are you considering holding Sagility India Ltd. shares which you bought in the initial public offer for long term? You may want to read what Avinash Gorakshakar, director, Research - Profitmart Securities and Ajit Mishra, senior vice president, Research, Religare Broking, said about the stock.

Avinash Gorakshakar: Profitmart Securities likes real estate as a sector. Anant Raj Ltd. is preferred in the space. It's a North-India based company which possess a combination of real estate and data centres. His sense is that the company is going to see a dramatic change in the revenue over the next two years. The data centre business is a very good long-term opportunity; Anant Raj is putting up a 300 megawatt capacity . Around 28 megawatt gets operational around March 2025.

"This year, the company should end up with a profit of Rs 350–360 crore," he said. The second quarter earnings were very strong. The earning in third quarter is also expected to be strong because of the festive season.

In Noida and Gurgaon, Anant Raj has a very large land grab. Traders can see levels up to Rs 950-975 over the next 12 or 15 months.

It's a portfolio stock. High-Net-Worth Individuals have started accumulating Anant Raj shares. Profitmart Securities believes that at current levels, there is a decent risk if the timeframe is around 12 to 15 months. 

Avinash Gorakshakar: Whenever such news comes, it's better for the investors to be on the sidelines, said Gorakshakar. "In these kind of companies, retail investors invest without looking at the facts and figures."

If there's allegation, or report which is saying clearly that the stock has been suspended, the stock has to be very carefully evaluated. It's not advisable to be bought at the current level. It's better to wait for some clarity, he said.

The Securities Exchange Board of India suspended Bharat Global Developers Ltd. from trading on bourses after it found fake disclosures and misrepresentation of financials.

Ajit Mishra:  Within the pharma basket, Lupin Ltd. is a stock which Religare Broking prefers. It's done with the three months of consolidation. It was more of a time-wise correction. It did not participate much on the downside as well. "We expect a gradual recovery of the stock. Rs 250 is something we are eyeing in the future. With stop at Rs 221–210, one can go long," said Mishra.

Ajit Mishra: The stock has been in correction for six-seven months. It's broadly in a range.

However, there's a possibility to see a breakdown below Rs 88. It may fall further from there. Until, the stock reclaims Rs 110 mark decisively, it's advisable to reduce position with a stop loss at Rs 88. 

Avinash Gorakshakar: Investors can 'Hold' Sagility India Ltd. for medium term. Most institutional investors have started to become positive on the stock. The company operates in the US healthcare space. It has a strong positioning there. Investors can see good profits from the stock given its strong visibility, he said.

The cost benefit arbitrage and opportunity in the US healthcare market will grow exponential. A decent reward is expected provided it's invested here for next couple of years.

Disclaimer: The views and opinions expressed by the investment advisers on NDTV Profit are their own and not of NDTV Profit. NDTV Profit advises users to consult with their own financial or investment adviser before taking any investment decision.