Yatin Mota Profile picture
Apr 14 20 tweets 3 min read Read on X
BJP Manifesto Gets Released today. Overall Opinion Polls are giving majority to Modi led NDA alliance. 1/n

#BJP @CNBC_Awaaz #MANIFESTO #STOCKS

Lets see what is in the manifesto from the STOCK MARKET’s perspective.

PLEASE NOTE: Below are only the stocks to watch and NOT buy/sell/hold recommendations. RT if you like the compilation

Manifesto: bjp.org/files/inline-d…
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Protecting against Cyber threats

STOCKS TO FOCUS: Tanla, 63 MOONS, Quick heal
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Establishment of IMEC to promote Bharat’s trade interests

STOCKS TO FOCUS: RITES, ADANI PORTS, RAIL STOCKS, SHIPPING STOCKS, PORT STOCKS
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Developing Strategic Partnerships for Mineral Security

STOCKS TO FOCUS: NALCO, HIND COPPER, GMDC, MINING STOCKS
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Positioning Bharat as a Global Railway Manufacturing Hub
STOCKS TO FOCUS: BEML, SIEMENS, TITAGARH, TEXMACO
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Making Bharat as Global Aviation Manufacturing and MRO Hub

STOCKS TO FOCUS: HAL, Dynamatic Tech, Astra Micro, BEL, MIDHANI, PTC INDS
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Promoting Ship Building

STOCKS TO FOCUS: GRSE, MAZAGAON DOCK, COCHIN SHIPYARD, SWAN ENERGY (R-Naval)
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Strengthening Bharat’s Position as Pharmacy of the World Esp APIs

STOCKS TO FOCUS: DIVIS, LAURUS, DCAL
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Making Bharat a Global Electronics Manufacturing Hub by 2030

STOCKS TO FOCUS: PGEL, AMBER, DIXON TECH, KAYENS TECH, POLYCAB, HAVELLS
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Making Bharat a Major Player in Semiconductor and Chip Manufacturing

STOCKS TO FOCUS: MOSCHIP SEMI, CG POWER, TATA GROUP, VEDANATA
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Making Bharat a Global Leader in Textile Manufacturing

STOCKS TO FOCUS: WELSPUN INDS, TRIDENT, GRASIM
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Increasing Ticket Availability, Constructing New Tracks

STOCKS TO FOCUS: IRCTC, RITES, IRCON, RVNL
@CNBC_Awaaz STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Expansion of Kavach Train Protection System

STOCKS TO FOCUS: HBL POWER, KERNEX, SIEMENS
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Expanding Expressways and ring roads

STOCKS TO FOCUS: IRB, DILIPBUILDCON, L&T, NCC, HCC
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Promoting EVs, Expanding Fleet of PM-eBus

STOCKS TO FOCUS: TATA MOTORS, M&M, OLECTRA, JBM AUTO
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Land Records Digitization, Expanding Bharat Net

STOCKS TO FOCUS: TCS, GENESYS, MAPMYINDIA
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Expanding Nuclear Energy

STOCKS TO FOCUS: HCC, SIEMENS, THERMAX, L&T, WALCHAND NAGAR
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Increasing Green Hydrogen Production Capacity, Establishing Smart Grid, Global Manufacturing Hub in Renewable Energy

STOCKS TO FOCUS: ADANI ENT, RIL, SCHNEIDER ELECTRIC, SIEMENS, SUZLON, KPI GREEN, INOX WIND, INOX INDIA
@CNBC_Awaaz STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Building Sarovars to Manage Floods in North East,

STOCKS TO FOCUS: Combating Himalayan River Floods - SJVN, NHPC, HCC, L&T,
STOCKS TO WATCH | @CNBC_AWAAZ YM | THEME: Global Manufacturing Hub, Building a Globally Competitive Food Processing Industry, Promoting Defence Manufacturing

STOCKS TO FOCUS: Capex theme, BEL, BDL, HAL, GRSE, DIXON, KAYNES, AMBER, MARUTI etc

Under the Make in India programme, manufacturing has emerged as a major economic sector with good success in electronics, defence, mobile, automobiles and more.

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More from @YatinMota

Sep 19, 2019
IIFL Wealth Lists today

Company has a strong presence in the niche Ultra HNI space

Antique expects listing around Rs 800-1000/sh (Based TTM 20-25x P/E)

Kotak puts a Target of Rs 1050/sh based on 19x FY21 Estimates
Business details FY19
Total AUM - Rs 1.36 lk crores
RMs/Bankers - 324
No. of families – 5,172

FY19 Financials
Net Revenues : Rs 1067 crores
Net Profit: Rs 384 crores
Yields to Net Revenue %
FY16 0.92%
FY17 1.08%
FY18 1.05%
FY19 0.86%
Q1FY20 0.62%

Why Yields Fell in Q1FY20?
- Change in revenue recognition method from 1st April 2020
- All distribution commission will be accounted on annuity basis
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