Have A Close Eye : Post-Budget Research & Analysis 2008.Dear Friends, Investors & Group Members,As Per Our Expactation, This year’s Central Budget will be of Comman-man’sbudget. Relief for farmers, Relief to comman Tax payers, Thurst and benefitsfor Agriculture, Irrigation, Auto, Health, Education, FMCG, Agro-Processing,Medical Services,Pharma,Paper, Tea, Gems & Jewellery etc…sectors…… . FromOur Personal View and Research,We have identified following sectors andscripts which may benefited from the various announcements made in thisyear’s central budget directly or indirectly. Indirectly means if Auto sector willboost up then related sectors like auto ancillary sector will also grow… If agriculture will boost up then related sectors will also grow…like wise…Wehave identified some scripts of smallcaps & midcaps from each sectors whichcan become “ Multibagger” in coming time…so have a close eye on certainscripts from each sectors. Lots of Midcaps and small caps are lookingattractive and may become “Dark Horse” . This is purely based on our personal view,research and source of ourinformation. So take decision at your end that, when to invest, How much toinvest & when to take exit in any of the following sectors and scripts.
Sector :Following Company’s May Be benefited :
Auto :Maruti, Telco, Bajaj Auto,Force, M&M, Atul Auto,LML, Eicher, Swaraj Mazda,Ashok Leyland.
Auto Ancillary:Enkei CastalloyPharma :Nutraplus Products, Surya Pharma, Ranbaxy,Cipla,Dr.Reddy, Glenmark,Wackhardt,Medicaman Bio,Ajanta, Jupitor Bio,Zandu, InvictaAgriculture & FoodProcessing :Usher Agro, Nutraplus Products,KRBL, TATA Tea,HUL,ITC,Marico, Britannia, Nestle,Godrej Consumer
Infrastructure(Bharat Nirman) :L&t, Punj, DLF, Parswanath,HCC,Gammon,IVRCL,Hyderabad Ind., ASCL.Fertilizers :RCF, GSFC, GNFC,Nagr.Fert, Deepak, ChambalIrrigation :Rungta Irrigation,Jain Irrigation,Jyoti,PSL, JindalSawSeeds :Kaveri Seeds, Monsanto