Now the business in the country is completely back on track. Hotels, restaurants, cinema halls and scrolls have also opened.
Unlock Theme Stocks: Daily corona virus cases in the country have now come down to less than 3000. The third wave of the corona virus epidemic is now nearing its end. Due to large-scale vaccination in the country, where this epidemic is now under control, the restrictions on economic activities have also been removed. Somewhere there are some partial restrictions, even if they are going to be removed. At present, now the business in the country is completely back on track. Hotels, restaurants, cinema halls and scrolls have also opened. Tourism equity has also become normal. Many sectors are going to get the benefit of this opening up economy theme. With this, the paper industry, tourism industry, entertainment industry, logistics sector and travel sector will once again come in demand. There is a chance to choose the quality sector from these sectors. We have listed some of the quality stocks associated with these sectors, in which the brokerage house has given investment advice.
Which sector will benefit
Banking, logistics, aviation, hotels, tourism, consumer sector, paper industry, entertainment industry and education sector will be among the sectors that will benefit from the opening up of the economy and increasing business activity. Now the demand in these sectors is also gradually getting better. In sectors like logistics and tourism, the demand has now started reaching the level of precovid. Out of these, stocks which have better risk-reward ratio and attractive valuations can be monitored.
PVR
Brokerage house Sharekhan has given investment advice in PVR and has set a target of Rs 1900. The current price of the share is Rs 1672, which means that there can be a profit of Rs 228 on each share. The brokerage believes that cinema halls are opening in most states. There is a recovery in football which has to be further strengthened. The operating profitability of PVR is expected to be better than the pre-Covid level till FY2023E. The revenue coming from advertising will also increase.
Indian Hotels Company
Brokerage house IIFL recommends Nivea in Indian Hotels with a target of Rs 247. The current price of the share is around Rs 200. Due to the unlock, the demand is increasing in the tourism industry in the country. Hotel room booking ratio has improved. Along with domestic, the number of international tourists is also increasing. In many places the occupancy rate has now come down to the pre-covid 19 level. The number of events is increasing. Indian Hotels is in a better position to take advantage of all this.
SBI
Brokerage house HDFC Securities has given investment advice in SBI and has given a target of Rs 570. The current price of the share is Rs 486. The banking sector will be the biggest beneficiary of the economic recovery in the country. SBI seems to be on a strong position in the sector. The credit growth of the bank is expected to increase. By FY21-24E, the loan book can grow at 11 per cent CAGR while NII and net profit can grow at 11 per cent and 34 per cent CAGR.
TCI Express
Brokerage house Motilal Oswal has given investment advice in logistics company TCI Express with a target of Rs 2130. The current price of the share is around Rs 1760. TCIE is one of the leading companies in the Express Logistics segment with a pan-India presence. The client base of the company is well diversified. The company’s focus is on the high margin B2B space. The company is in a better position to take advantage of the unlocked theme.
(Disclaimer: Stock investment advice is given by the brokerage house. These are not the personal views of The Financial Express. Markets are risky, so take expert opinion before investing.)
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