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http://www.outlookbusiness.comEditor: N Mahalakshmi
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22 December 2017 / Outlook BUSINESS Published for 9-22 December 2017COVER DESIGN: KISHORE DAS50 It looks like the worst is behind
for Shriram Transport Finance, feels
Gautam Duggad of MOSL54 Harendra Kumar of Elara Capital
picks Vedanta to play the commodity
rally, which has ensued after a
10-year bear cycle58 Jigar Shah of Kim Eng Securities
feels CCD’s focus on increasing
revenue per outlet makes it a hot bet62 Nischal Maheshwari of Edelweiss
believes India’s largest private sector
bank is more valuable than its peers66 SageOne Investment’s Samit
Vartak on what makes Balkrishna
Industries an irresistible fi nd72 Ambit’s Saurabh Mukherjea trusts
the country’s leading multiplex chain
to deliver a blockbuster performance76 Tapas Sarkar of 7i Advisors sees
Power Grid cashing in on demand
from railways and renewables80 Vijay Kedia fi nds Everest
Industries the perfect proxy to
play the housing-for-all theme84 Viraj Mehta of Equirus Securities
believes Thangamayil Jewellery will
gain sheen in a post-GST era50
54
58
62
66
72
76
80
84
Disclaimer: The stocks talked about in this edition are strictly not a recommendation to buy. The analysts may
change their views about the stocks that they have talked about, depending on how critical variables such as the
underlying business, the management and/or valuation might play out in the future.