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10 stocks which can give good returns in Modi’s Govt

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The stock market is betting the new government will focus on sectors such as banking, infrastructure, power, highways and telecom to boost growth.

ET has compiled a list of 10 stocks that could benefit the most from a policy push.
CompanyCMPYTD ReturnReason
    
ICICI Bank146933%Lower Inflation & fiscal deficit.
Positive Interest rate perspective
L&T152542%well leveraged to take advantage of a demand uptick if the capital expenditure cycle revives. benefi t from value unlocking in the next 1-3 years.
Maruti221525%Strong competitive position, sharp rebound in volumes driven by consumer sentiment improvement and product launches, potential market-share gains and higher margins.
ONGC41746%Subsidy rationalisation and higher gas price
SBI256946%The stock currently trades at a discount to the long period average (LPA). At 25% premium to LPA, the upside potential is 48%; it is 121% to its peak valuation.
HPCL43483%lower oil price, which will reduce subsidy losses, and diesel price hikes, which will reduce working capital and interest costs
LIC Housing33552%steady growth in NII and reversal of provisions on teaser loans. Besides, margin and asset quality improved on a sequential basis
Motherson Sumi26042%strong business franchise, increasing content per vehicle, a likely revival in industry demand and rising exports.
Oberoi Realty225-4%good play in the realty sector given visible and relatively small land bank, comfortable debt/equity ratio and better governance and proven execution.
Shree Cement625544%market leader in the northern region

ET 20/5/2014

 

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