In an Editor’s Take segment, Zee Business Managing Editor Anil Singhvi on the first functional day of 2022, explains that the money could be made this year too provided investors have to play as per themes and events scheduled in this year. 

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A month ahead of Budget 2022, the infrastructure and agriculture-related stocks are likely to give good returns of between 10-20 per cent, says the managing editor, adding further that agrochemical, fertilizer, are directly/indirectly related to agriculture stocks would play well ahead of the Budget 2022. 

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Similarly, PSU and Insurance-related stocks are also likely to play out well till March 2022, provided the government launches Life Insurance Corporation's initial public offer, as scheduled, Singhvi said. 

These stocks could give returns of around 15-30 per cent, if all goes well with the LIC IPO ahead of this financial year's closure, the managing editor said. 

On the mid-term basis, the Information and technology (IT) theme could play well. The valuations of some IT shares are a bit expensive; however, few still have comfortable valuations, and the business model is really strong, says Singhvi, he added, the downside risk in IT shares is low as well.  

In the evergreen theme category, the managing editor said the textile and realty stocks would mint money for the investors as these stocks are 100 per cent buy on dips, the managing editor said, he added, the Mumbai property tax news is good as per sentiment and it will aid to increase demand.  

Furthermore, good returns can also be expected in sugar-related stocks. Similarly, the electric vehicle theme will continue to run for this year too, from heavyweights such as Tata Motors or other EV-related stocks could show a rally going forward. 

While speaking to Singhvi, Sethi Finmart managing director and the market analyst Vikas Sethi picked three stocks for long-, mid- and short-term view for bumper returns. The analyst said, he is bullish on the sectors from which he has picked the below stocks. 

Long Term - HIL 

HIL is India’s leading building material making company, with a popular brand of Charminar, which gives roofing solutions, the company has a spectacular retail network. Other than building material solutions, the company is also into polymer solutions, pipes, fittings, wall putty among others.  

The company also has a subsidiary in Germany under which they make flooring solutions. Sethi said, it is a solid company fundamentally, the debt-equity ratio has been reduced to 0.35 since last March, which is the biggest positive. Its return on equity is over 26 per cent, three years of profit after tax compound annual growth rate is at 62 per cent, the market analyst added further   

Bullish on the realty sector and the way HIL is performing, Sethi believes, the stock has the potential to grow Rs 5750 per share for the long term of around 9-12 months. 

Postionally – Indo Count 

This textile company is involved in making cotton fiber, blended cotton, bedding, pillows and sleeping bags among other products. The textile sector is in focus and should do well going forward provided that many companies from this segment are adopting China + 1 strategy, besides, PLI scheme and weak rupee could help the sector to grow further.  

The company’s return on capital employed is at 23 per cent, RoE at 22 per cent and three years PAT CAGR is 41%, FIIs/DIIs own 10 per cent in the company, while ace investor Mukul Agrawal has 1.22 per cent stake in the company, Sethi pointed out, and sets a target of Rs 280 per share and stop loss of Rs 240 per share, positionally. 

Short Term - Zensar Tech 

This mid-cap IT sector company caters to BSFI and consumer sector services company with digital solutions and technology services. The company has a technical partnership with Microsoft, Adobe, Google, Oracle, SAP, Sethi mentioned. 

He added, the company has tremendous growth opportunities, with FII/DIIs holding a 38 per cent stake in the company along with renowned investor Ashish Dhawan has 1.24 per cent stake in Zensar. He sets a target of Rs 550 per share and stop loss of Rs 520 per share on short-term basis.