<\/em>
Bharti Airtel<\/a> is one stock which was the consensus buy this time last year and is now a consensus avoid exactly after a year.
<\/strong>When stocks are consolidating, no one wants to buy them. Eventually, people who bought earlier lose faith. United Spirits was languishing between Rs 500-550 for long when other consumer stocks were moving up. We bought United Spirits at those levels. I was not sure when will it move, but whenever it moves you get at least 20-25% which is a very good return from a reasonably large and less volatile company.
Now a similar thing can happen in Bharti Airtel. It is a possibility because it has now become under-owned from being something which a lot of people were playing as a contrarian bet earlier. Pricing action shows confidence that they are not going to lose market share even if the rates move or they are willing to let go of some customers. So it is a stock which has not moved up when a lot of other stocks moved up 30%-100%. I think that it is a value buy. We hold this stock and I would be positively inclined.
If you are bullish on cement, is UltraTech the best bet? Can one buy the stock for the next 3 years?
<\/strong>UltraTech is obviously the best stock in the sector, given what they have done on the balance sheet and the fact that they acquired companies at cheaper valuations. That is what works for large companies. The cautionary tone at this stage would be that margins are at a record high. Normally, such record high margins do not sustain. Cost pressures are there. Costs are up 25-30% this quarter vis-à-vis what they were last quarter, as per what the management said on coking coal and coal prices.
I think those are short-term things which will create opportunities for investors. But if you are looking at a three-year perspective, I would say yes cement is a good story which will play out. UltraTech was a big holding. I exited at Rs 6,500-6,600 for better opportunities. Those who have not come out till now and are looking to add, not at this price, but eventually, this is the stock to look at.
What commentary can we expect from RIL management today?
<\/strong>Nothing really. It is very tough for them to come out with something new. There is a lot of money but they had a negative cash flow last year. Their investment plans are so aggressive. They are planning to get into new formats. Their debt levels are going to go up, rather than coming down. A lot of investors who were very excited last year are weighing those aspects and that is why the stock price movement is subdued. I do not see anything new that could change the stock price movement in the near-term. Jio Platforms<\/a> is a stillborn at this stage. Whether they will be able to deliver, we will see going forward. They have done some acquisitions. Let us see how that plays out. But overall there is no big story right now.
<\/body>","next_sibling":[{"msid":84673413,"title":"Fortnite developer Epic Games files new complaint against Google","entity_type":"ARTICLE","link":"\/news\/fortnite-developer-epic-files-new-complaint-against-google\/84673413","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"84669983","title":"Is it time to book profit in IT midcaps? Sandip Sabharwal answers","entity_type":"IMAGES","seopath":"markets\/expert-view\/bharti-airtel-a-value-buy-now-sandip-sabharwal\/is-it-time-to-book-profit-in-it-midcaps-sandip-sabharwal-answers","category_name":"Bharti Airtel a value buy now: Sandip Sabharwal","synopsis":"Independent market expert Sandip Sabharwal","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-47545\/84669983.cms?width=150&height=112","link":"\/image\/markets\/expert-view\/bharti-airtel-a-value-buy-now-sandip-sabharwal\/is-it-time-to-book-profit-in-it-midcaps-sandip-sabharwal-answers\/84669983"},{"msid":"84646084","title":"Tough to compare Jubilant FoodWorks with Zomato: Sandip Sabharwal","entity_type":"ARTICLE","seopath":"markets\/expert-view\/tough-to-compare-jubilant-foodworks-with-zomato-sandip-sabharwal","category_name":"Expert Views","synopsis":"\"There could be a scenario where Jubilant is not doing well, but Zomato is doing well.\"","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-104034\/84646084.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/tough-to-compare-jubilant-foodworks-with-zomato-sandip-sabharwal\/84646084"},{"msid":"84646360","title":"What to expect from Reliance quarterly results today","entity_type":"ARTICLE","seopath":"markets\/expert-view\/what-to-expect-from-reliance-quarterly-results-today","category_name":"Expert Views","synopsis":"\"In the results (of Reliance Industries), the oil-to-chemicals segment is likely to be better in terms of performance.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-356388\/84646360.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/what-to-expect-from-reliance-quarterly-results-today\/84646360"},{"msid":"84542129","title":"After a 60% rally in 3 months, is the unlock trade over in Indian Hotels?","entity_type":"ARTICLE","seopath":"markets\/expert-view\/after-a-60-rally-in-3-months-is-the-unlock-trade-over-in-indian-hotels","category_name":"Expert Views","synopsis":"\"As things go forward, the reopening trade is benefitting the bigger brands more.\"","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-104034\/84542129.cms?width=150&height=112","link":"\/news\/markets\/expert-view\/after-a-60-rally-in-3-months-is-the-unlock-trade-over-in-indian-hotels\/84542129"}],"msid":84673685,"entity_type":"ARTICLE","title":"Bharti Airtel a value buy now: Sandip Sabharwal","synopsis":"\"Bharti Airtel has now become under-owned from being something which a lot of people were playing as a contrarian bet earlier.\"","titleseo":"telecomnews\/bharti-airtel-a-value-buy-now-sandip-sabharwal","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":142,"shares":0,"engagementtimems":710000},"Alttitle":{"minfo":""},"artag":"ET Now","artdate":"2021-07-23 15:02:45","lastupd":"2021-07-23 15:03:37","breadcrumbTags":["Bharti Airtel share price","sandip sabharwal stocks","Bharti Airtel share price target","Jio Platforms","Bharti Airtel stock price target","Industry","Bharti Airtel shares","bharti airtel","reliance jio","Bharti Airtel stock"],"secinfo":{"seolocation":"telecomnews\/bharti-airtel-a-value-buy-now-sandip-sabharwal"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2021-07-23" data-index="article_1">
读到
“我认为这(Bharti Airtel)是一个购买价值。我们持有这只股票,我将积极倾向,”asksandipsabharwal.com的人力Sandip说。采访编辑摘录:
Bharti Airtel是一个股票的共识买去年的这个时候,现在是一个共识完全避免经过一年。
股票合并时,没有人想购买他们。最终,那些买了早些时候失去信心。美国精神之间的Rs 500 - 550长当其他消费类股上升。我们买了美国精神在这些水平。我不确定当它会移动,但是当它得到至少20 - 25%,是一个很好的回报相当大,波动较小的公司。
现在,类似的事情可以发生在Bharti Airtel。这是一个可能性,因为它现在已经成为持有量偏低的一些很多人扮演反向押注。定价的行动显示了他们的信心,让他们不会失去市场份额,即使利率移动或他们愿意放弃一些客户。所以这是一个股票没有上升当很多其他的股票上升了30% - -100%。我认为这是一个价值购买。我们持有这只股票,我将积极倾向。
如果你看好水泥、欧泰克是最好的选择吗?可以买股票在接下来的3年吗?
欧泰克显然是最好的股票行业,鉴于他们在资产负债表上,他们收购了公司在估值较低的事实。这是为大公司工作。现阶段市场谨慎基调将利润率创下新高。通常情况下,这样的纪录高位利润率不维持。成本压力。本季度成本上升25 - 30%相比他们上个季度,按管理所说的炼焦煤,煤炭价格。
我认为这些都是短期的事情将为投资者创造机会。但是如果你正在考虑一项为期三年的角度来看,我认为是的水泥是一个好故事。欧泰克是一个很大的。我在Rs 6500 - 6600年退出了更好的机会。那些没有出来到现在,正在寻找添加,不是这个价格,但是最终,这是股票。
从今天瑞来斯管理评论我们能期待什么?
没什么。这对他们是非常艰难的与新东西出来。有很多钱,但是他们去年有负的现金流。他们的投资计划是如此咄咄逼人。他们正计划进入新的格式。他们的债务水平会上升,而不是下降。很多投资者都非常激动去年正在考虑这些方面,这就是为什么股票价格运动减弱。我没有看到新的东西,可能会改变在近期股票价格的运动。Jio平台在这个阶段是一个胎死腹中。他们是否能够提供,我们将会看到。他们已经做了一些收购。让我们来看看,如何。但是现在总体没有大的故事。
Bharti Airtel是一个股票的共识买去年的这个时候,现在是一个共识完全避免经过一年。
股票合并时,没有人想购买他们。最终,那些买了早些时候失去信心。美国精神之间的Rs 500 - 550长当其他消费类股上升。我们买了美国精神在这些水平。我不确定当它会移动,但是当它得到至少20 - 25%,是一个很好的回报相当大,波动较小的公司。
现在,类似的事情可以发生在Bharti Airtel。这是一个可能性,因为它现在已经成为持有量偏低的一些很多人扮演反向押注。定价的行动显示了他们的信心,让他们不会失去市场份额,即使利率移动或他们愿意放弃一些客户。所以这是一个股票没有上升当很多其他的股票上升了30% - -100%。我认为这是一个价值购买。我们持有这只股票,我将积极倾向。
如果你看好水泥、欧泰克是最好的选择吗?可以买股票在接下来的3年吗?
欧泰克显然是最好的股票行业,鉴于他们在资产负债表上,他们收购了公司在估值较低的事实。这是为大公司工作。现阶段市场谨慎基调将利润率创下新高。通常情况下,这样的纪录高位利润率不维持。成本压力。本季度成本上升25 - 30%相比他们上个季度,按管理所说的炼焦煤,煤炭价格。
我认为这些都是短期的事情将为投资者创造机会。但是如果你正在考虑一项为期三年的角度来看,我认为是的水泥是一个好故事。欧泰克是一个很大的。我在Rs 6500 - 6600年退出了更好的机会。那些没有出来到现在,正在寻找添加,不是这个价格,但是最终,这是股票。
从今天瑞来斯管理评论我们能期待什么?
没什么。这对他们是非常艰难的与新东西出来。有很多钱,但是他们去年有负的现金流。他们的投资计划是如此咄咄逼人。他们正计划进入新的格式。他们的债务水平会上升,而不是下降。很多投资者都非常激动去年正在考虑这些方面,这就是为什么股票价格运动减弱。我没有看到新的东西,可能会改变在近期股票价格的运动。Jio平台在这个阶段是一个胎死腹中。他们是否能够提供,我们将会看到。他们已经做了一些收购。让我们来看看,如何。但是现在总体没有大的故事。
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