2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal

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Top 10 Mid-Cap Stocks To Buy Now For

Multibagger Gains: Motilal Oswal
Feb12th Written by Arjun 4 Comments
2018

The wizards at Motilal Oswal have homed in on 10 high-quality fail-safe mid-cap

stocks which are an ideal buy now from the perspective of growth and valuations

Rakesh Jhunjhunwala
17,206 likes

1 Multibagger Stocks 2018

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bulging with hefty gains.

All fears of the dreaded LTCG tax are a distant memory now.
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For this, we have to compliment the Gurus who offered valuable advice that
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Comparison of well-known stock advisory
Stock Market Crashes Says Shankar Sharma While Porinju Veliyath & Vijay
services
Kedia Soothe Nerves Of Hysterical Investors). I am listing out here the fundamental
features of a few well known stock
Ridham Desai of Morgan Stanley also rendered yeoman service by advisory services. The fees charged, as
well a few stocks that they are credited
producing reliable data which proved that the crash in the markets had with having recommended, are set out.
nothing to do with the imposition of the LTCG tax but was due to Global If you know of other service providers,
factors. do chip in. Also, if you have used any of
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time to go bargain hunting”. package in last 2-3 years. Their site only
shows stocks that have performed. No
news on stocks that have failed. Thanks
anand mahindra
@anandmahindra

A free-fall in the market triggered by a global sell-off is in my

opinion, a great time to go bargain hunting; especially when SUBSCRIBE TO NEWSLETTER
India’s economy is headed northward..Will just have to move
swiftly before the market begins to recover..! Enter your email address:
2:37 PM - Feb 6, 2018

1,672 441 people are talking about this

At the same time, we have to pull up RaGa for making buffoonery

SUBSCRIBE
statements and trying to cause panic amongst novices.

RaGa claimed that the crash was a “no-confidence” motion by the markets
against NAMO for having imposed the LTCG tax in the Budget.

RECENT POSTS
Office of RG
@OfficeOfRG Top 10 Mid-Cap Stocks To Buy Now For
Multibagger Gains: Motilal Oswal
In Parliamentary language, the Sensex just placed a solid 800
I Love Stock Market Crashes Says
point No Confidence Motion against Modi's budget. Shankar Sharma While Porinju Veliyath &
#BasEkAurSaal Vijay Kedia Soothe Nerves Of Hysterical
7:02 PM - Feb 2, 2018 Investors
Sensex Crash Not Due To LTCG Tax Fear,
21.8K 11.1K people are talking about this Buy Stocks: Ridham Desai, Morgan
Stanley

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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal
Top Picks Of Porinju Veliyath After
One can imagine the level of buffoonery in RaGa’s statement from the fact Budget 2018
that even Shankar Sharma, who is known to be a die-hard fan of RaGa, Top 10 Budget Dhamaka Stocks To Buy
Now
mocked the statement, albeit in a subtle manner.

Shankar Sharma
@1shankarsharma RECENT COMMENTS
It's now clear that our imposition of Long term capital gains tax
Bharat A Mehta on Top Picks Of Porinju
has caused the global market crash . India is finally a mover Veliyath After Budget 2018
& shaker on the global stage now kharb on Top 10 Mid-Cap Stocks To Buy
9:48 AM - Feb 6, 2018 Now For Multibagger Gains: Motilal Oswal
kharb on Top 10 Mid-Cap Stocks To Buy
904 268 people are talking about this Now For Multibagger Gains: Motilal Oswal

Later, Shankar dispelled all doubts that there is no co-relation between the Kamal Garg on Top 10 Mid-Cap Stocks
To Buy Now For Multibagger Gains:
LTCG tax and the correction in the markets. Motilal Oswal
kharb on Top 10 Mid-Cap Stocks To Buy
He described it as a “normal correction in a vastly overbought global Now For Multibagger Gains: Motilal Oswal
market”.

Shankar Sharma
@1shankarsharma

I am absolutely clear: this isn't a 2008 repeat. This is nothing but

a normal correction of a vastly overbought equity market
globally. And this also marks the start of a massive relative bull
market in Emerging Markets vs Global Equities. Yaad rakhna...
2:16 PM - Feb 6, 2018
1,595 527 people are talking about this

It is worth noting that Shankar has claimed that this “marks the start of a
massive relative bull market in Emerging Markets vs Global Equities”, which
means that we have to buy stocks aggressively and on a no-holds-barred
basis.

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Coast is clear. Resume buying stocks: Porinju

Veliyath
Porinju has also issued the all-clear signal and advised that we can safely
return to Dalal Street and resume our quest for multibaggers.

“Markets, in general, look fine and healthy; Focus on improving Corporate

Governance in mid & small-caps, to create wealth in 2018,” Porinju said
with a sparkle in his eyes.

P i j V li th
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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal
Porinju Veliyath
@porinju

Replying to @porinju
Markets, in general, look fine and healthy; Focus on improving
Corporate Governance in mid & small-caps, to create wealth in
2018. #BePriceSensitive
1:15 PM - Feb 12, 2018 · Cochin, India
297 41 people are talking about this

He also made public a top-secret letter that he had addressed to the elite
members of his PMS on the strategies that investors should adopt to reap
full advantage of the opportunities.

Porinju Veliyath
@porinju

SGX Nifty 10,330 - more panic after US sell-off!

Just sent this message to our PMS investors:
8:14 AM - Feb 6, 2018 · Cochin, India

1,166 305 people are talking about this

T id k b
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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal

Top 10 mid-cap stocks to buy now

Motilal Oswal, under the able leadership of Raamdeo Agrawal, has
developed a stellar reputation for recommending stocks which meet the
stringent QGLP standards

It is well known that “QGLP” is an acronym for “Quality, Growth, Longevity

and favorable Price”.

Stocks which tick all the boxes in the QGLP formula are destined to shower
hefty gains upon investors.

In the latest report, Motilal Oswal has stated that the sharp correction in
mid-caps had made stock-picking less challenging because the valuation
premiums have moderated from the recent highs.

It is also stated that the correction offers a good opportunity to accumulate

quality stocks.

Motilal Oswal has favored stocks which are the ideal mix of growth and
value plays.

The three key themes are:

(a) Consumption Recovery – both urban and rural,

(b) Financialization of Savings, and

(iii) structural trends like Formalization of Economy post GST

implementation.

On the value side, Motilal Oswal has recommended stocks which are
relatively unpopular but where underlying dynamics are turning favorable,
and also those where valuations are at a significant discount to sector.

10 stocks have been recommended where:

(a) growth visibility is healthy and outlook is strong,

(b) there has been at least 15% correction from 52-week highs, and

(c) the target upside offers a healthy return potential.

The 10 mid-cap stocks are the following:

Upside 52 EPS CAGR ROE

CMP TP
wk (%) (%)

(INR)
Company (%) High FY17-FY20 FY18E
(INR)

Havells India 521 640 23 593 21.7 19.4

Emami 1115 1505 35 1428 12.0 29.0

JSPL 266 361 36 294 -182.8 -3.6

Indraprastha
290 416 43 344 12.5 20.8
Gas

RBL Bank 484 680 40 600 36.5 12.2

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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal

Exide Inds. 210 268 28 250 12.7 12.6

Oberoi Realty 477 608 27 562 61.0 7.8

Repco Home Fin 592 800 35 923 19.7 18.1

MCX 740 1100 49 1258 12.0 7.9

Team Lease
2212 2700 22 2537 31.4 17.7
Serv.

It is notable that as many as six stocks have an upside in excess of 30%.

One stock, MCX, has a fabulous upside potential of 49%.

MCX is an integral part of Rakesh Jhunjhunwala portfolio. It is also a
favourite stock of Radhakishan Damani, the 9x Billionaire.

The lowest potential of 22% is offered by Team Lease. However, this is also
an attractive return.

8 Blue-chip large-cap stocks

For investors who are inclined to dabble in large-cap blue-chip stocks,
Motilal Oswal has cherry-picked 8 stocks.

These stocks are the following:

52 ROE
CMP TP Upside
wk (%)

Company (INR) (INR) (%) High FY18E

HDFC 1812 2260 25 1982 17.6

ICICI Bank 335 405 21 366 8.1

Larsen & Toubro 1347 1650 22 1470 13.0

Mahindra &
754 881 17 803 14.1
Mahindra

Motherson Sumi 364 458 26 395 23.4

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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal

Titan Company 801 990 24 938 23.4

HPCL 401 576 44 493 24.5

NMDC 134 215 61 163 19.1

It is notable that NMDC offers an eye-popping upside potential of 61%.

HPCL, which was recommended by Porinju Veliyath a few days ago, has an
upside potential of 44%.

Titan Co, which is the crown jewel of Rakesh Jhunjhunwala’s portfolio, has
the potential to give gain of 24%.

Conclusion
There is no doubt that Motilal Oswal’s selection of stocks is stellar and fail-
safe. We can confidently buy these stocks and wait for the gains to gush in!

Click here to download Motilal Oswal’s recommendation of 10 mid-cap stocks and 8

large-cap blue-chip stocks

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4 Comments

kharb February 13, 2018 at 5:03 am | Permalink

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2/14/2018 – Top 10 Mid-Cap Stocks To Buy Now For Multibagger Gains: Motilal Oswal

L&t, ICICI bank among large cap list and RBL among mid
cap list look promising. What is members views on Titan,
Jhunjhunwala has made lot of money, do members in this forum think
that this stock has still left with lot of Juice and can give market
beating returns for next few more years to come.

Reply

Kamal Garg February 13, 2018 at 10:42 am | Permalink

Titan should pause and take time before it starts climbing

again. The new businesses will take time to reach upto a
level of reasonable return trajectory.

Reply

kharb February 13, 2018 at 11:33 am | Permalink

What is members view about Mahindra Logistics, will this

become The Sector Leader and is Fundamentaly Strong
Quality Secular Growth story to get 25% CAGR for many years? .

Reply

kharb February 13, 2018 at 11:36 am | Permalink

What is better between Bharat Forge and Motherson Sumi

for long term and how much CAGR these can give for next
few years 3 years or more.

Reply

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