Mid-cap Picks with Anil Singhvi: Why Vodafone Idea is a good near-term choice, Ambareesh Baliga explains, reveals 2 more picks
In yet another segment of popular Special mid-cap stocks show with Zee Business Managing Editor Anil Singhvi, market analyst Ambareesh Baliga today revealed 3 stocks which he said have the potential to give high returns to investors. Among his top stocks was Vodafone Idea that has seen a good upward move recently
In yet another segment of popular 'Special mid-cap stocks' show with Zee Business Managing Editor Anil Singhvi, market analyst Ambareesh Baliga today revealed 3 stocks which he said have the potential to give high returns to investors. Among his top stocks was Vodafone Idea that has seen a good upward move recently. The other two stocks are from segments related to content development and fragrances. Know about their earning potential here.
Top Stocks To Buy – Vodafone Idea
Baliga picked Vodafone Idea with a short term view. This stock has already seen momentum and there is some upside still left in this stock. This stock has moved up from the liquidation discount level and it will get a survival premium, he added. The company will also be holding a meeting on the fund raising issue today. This stock is trading at Rs 12. Their ARPU (Average Revenue Per User) is also likely to go up by Rs 100 in the next 12-18 months. If this happens, it will translate into Rs 30000 cr of revenues. In short term, it may go up to Rs 14-16. In the longer term it could go up to Rs 18-20, which is said is the maximum limit.
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Top Stocks To Buy – OnMobile Global
Baliga picked OnMobile Global as his long term pick. This stock is currently trading around Rs 38. This company has an expertise in ring tones, games, videos or online contests. It is into content and has a reach across the world. The clientele includes around 110 companies and they have recently done a buyback of 22 lakh shares at Rs 38. It has healthy cash flows and have a cash equivalent of Rs 265 cr. The market capitalisation is Rs 385 cr. The dividend yield is around 4 per cent. The gross margin is over 52 per cent, EBIDTA has grown by 65 per cent in this quarter. The target price of this stocks is Rs 65 over a 12-month period.
Top Stocks To Buy – SH Kelkar
Baliga picked SH Kelkar as a positional medium term stock which is a leading player in fragrances and flavours. It is a 100 year old company. It has more than 3000 flavours for bakery, beverages, confectionary, dairy and even pharmaceuticals.
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The other big vertical is from the fragrance segment which includes skincare, cosmetics, personal care. SH Kelkar has recently bought a company in Italy at a price of Rs 252 cr. The impact of this acquisition will reflect in its revenues. Their products has reached pre-covid levels. It should be purchased at existing levels. The target price is Rs 114. The downside risk is very low.
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