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February 13, 2008

Sector wise Stocks which make you crorepati in future! Believe it ! Hold for &7 Years

A. Commodities

  • Reliance Industries – Perennially evergreen company

  • Reliance Petroleum – Largest refinery with very high Nelson complexity index  that will lead to highest gross refining margins, GRMs

  • NRE Coke – integration from coking coal to coke

  • Tata Steel – formerly Tisco; lowest cost producer of steel plus large value addition through Corus acquisition

  • Hindalco – lowest cost producer of aluminium plus large value addition through Novelis Fusion Technology

  • Sterlite Industries – commodity powerhouse at a time when globally commodities are in a super cycle

  • Sesa Goa – largest reserves of iron ore in private sector

 

B. Telecom

  • RCom – marketing aggressiveness plus financial engineering plus political acumen

 

C. Auto

  • Tata Motors – from world's cheapest car to luxury Jaguar to SUV Landrover to trucks -- will be in global top five in 5 years

 

D. Finance

  • ICICI Bank – proactive, aggressive fund raising and lending taking full advantage of slow decision making at PSU banks

  • Reliance Capital – straddling all areas of non-banking financial services
  • Sbi: Going to became Public sector largest bank

 

E. Infrastructure

  • L&T – another evergreen company, value unlocking through listing of subsidiaries, very strong core business

  • Patel Engineering –  strong position in high margin high technology construction sector, real estate development
  • Punj lloyd: A Very large corpus of order in pipeline &likely to become next L&T


F. Pharma

  • Glenmark – innovator, out-licensor of drugs in fast growing therapeutic areas like lifestyle diseases

  • Cipla – innovator copier, low cost supplier of essential medicines people can't do without

 

G. Realty

  • DLF – proxy for the Indian real estate sector

  • Unitech – number 2 and tries harder than number 1

  • Sobha Developers – fully integrated real estate contractor who graduated to property developer status

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