Market experts from AUM Capital provided comprehensive insights on key stock recommendations during NDTV Profit's Ask Profit show. Vishnu Kant Upadhyay, assistant vice president of research and advisory, and Rajesh Agarwal, head of research, AUM Capital, addressed investor queries about buying, selling, or holding various stocks, offering technical and fundamental analysis for investment decisions. The experts covered major stocks including Infosys, Power Finance Corp., Bharat Electronics, HCL Technologies, and Ola Electric, providing detailed recommendations for each security. Additional experts from SMC Global Securities, Globe Capital, and Religare Broking also participated in the show, sharing insights on stocks like Mazagon Dock Shipbuilders, Godrej Consumer Products, TVS Motor, Rain Industries, ITC, IDBI Bank, and Vikram Solar.
Vishnu Kant Upadhyay from AUM Capital recommended holding Infosys with a stop loss at ₹1,130. According to his analysis, the stock has seen a very good rally in largecap IT stocks and is moving towards the 200-day exponential moving average around ₹1,273. The expert believes one can go long on the stock at current levels, with the IT pack looking good for 12-18 months ahead.
Rajesh Agarwal from AUM Capital advised holding Power Finance Corp. with specific entry and exit strategies. The expert suggested avoiding averaging down at current levels but recommended averaging at around ₹350 for long-term investors. He highlighted that companies like this are going to do well, with dividend yield at 6-7% making it a good long-term hold. The expert cautioned against averaging down at current levels but sees potential for average entry at ₹350.
Rajesh Agarwal from AUM Capital provided a buy recommendation for Bharat Electronics with a 12-18 month investment horizon. The expert noted that the correction has given a good opportunity, with the stock showing strong orderbook and exporting capabilities outside the domestic market. He ventured into the stock for 18 months time, citing it as a good buy for long-term investment despite current market conditions.
Rajesh Agarwal from AUM Capital recommended holding HCL Technologies with specific buy and sell parameters. The expert noted that IT pack is looking good for 12-18 months, with companies giving commentary about investing in AI. He suggested keeping the stock for 9-12 months and advised adding if it falls to ₹1,300. The expert witnessed AI-led selling in Taiwan and other countries, but believes the sector outlook remains positive.
Rajesh Agarwal from AUM Capital provided a hold recommendation for Ola Electric with specific risk management guidelines. The expert noted that numbers have been bad for several quarters with quality concerns, but highlighted positive developments in battery technology moving into other spaces. He suggested reducing quantity when it moves to ₹41 levels and keeping stop loss at ₹37 for existing holders. The expert characterized it as a high-risk play requiring careful position management.
Vishnu Kant Upadhyay from AUM Capital recommended selling Waaree Energies on rise with specific exit levels. The expert suggested fair to exit from higher levels at ₹2,800, indicating a profit-taking approach for investors who have accumulated positions in the renewable energy stock.
