Sandeep Shah of Motilal Oswal Private Wealth Management is of the view that one may prefer Eicher Motors for long term.
Sandeep Shah of Motilal Oswal Private Wealth Management told CNBC-TV18, " Divis Laboratories has a fairly strong cramp business and they are also on the generic side as some of the lowest cost producers of certain drugs. One of the things they do is that they don't enter into conflict with multi national pharmaceuticals companies, on the generic side they will not look at Para 4 challenges nor they will look at patented drugs, they will only look at off patent drugs. So this is available at relative discount through the large caps, it has the best returns ratio in the industry, has one of the highest margins after Sun Pharmaceuticals and Sun Pharmaceuticals margins are way higher than everybody else."
He further added, " Eicher Motors is a stock that has done well but the story is still unfolding. This is one stock where earnings can grow at 45 percent or so for the next three years. It may look optically expensive at 25 times next year but given the quality of earnings growth and given the fact their strong Royal Enfield franchise has been growing when the economy has been slowing down and with the economy recovering you should see a pick turn up in both the commercial vehicle business as well as the engine export rally ramping up as well the buses business, I think these are almost sure shot for somebody who is willing to stay invested for at least two to three years."
Anda sedang membaca artikel tentang
Prefer Eicher Motors for long term: Sandeep Shah
Dengan url
http://remajantigalau.blogspot.com/2014/08/prefer-eicher-motors-for-long-term.html
Anda boleh menyebar luaskannya atau mengcopy paste-nya
Prefer Eicher Motors for long term: Sandeep Shah
namun jangan lupa untuk meletakkan link
Prefer Eicher Motors for long term: Sandeep Shah
sebagai sumbernya
0 komentar:
Posting Komentar