DSIJ. in JULY 10 - 23, 2017 I DALAL STREET INVESTMENT JOURNAL (^7)
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Vol. 32. No. 16 • JULY 10 - 23, 2017
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Recommendations
Company/Scheme Reco. Price (`) Column Page No
Ashok Leyland l Buy 99.30 Hot Chips 14
Bajaj Finserv l Buy 4134.00 Cover Story 57
Bank of Baroda l Hold 160.85 QueryBoard 62
Centrum Capital l Buy 47.70 Cover Story 58
Cosmo Films l Hold 431.75 QueryBoard 64
Dabur India l Buy 293.50 Technicals 17
Dalmia Bharat l Buy 2603.00 Kerbside 66
Edelweiss Financial Services l Buy 191.00 Cover Story 58
Granules India l Buy 140.00 Hot Chips 14
IDFC Bank l Hold 62.30 QueryBoard 62
Indian Hume Pipe l Buy 521.00 Kerbside 66
JMC Projects (India) l Buy 298.35 Technicals 17
Man Infraconstruction l Buy 65.05 Kerbside 66
Muthoot Finance l Buy 456.00 Cover Story 57
Nila Infrastructure l Buy 17.50 Low Priced Scrip 12
Pennar Industries l BP 56.20 Reviews 65
Power Finance Corporation l Buy 122.60 Choice Scrip 10
Repco Home Finance l BP 810.00 Reviews 65
Sintex Industries l Hold 25.60 QueryBoard 63
Tata Metaliks l Buy 763.00 Kerbside 66
UFO Moviez l Exit 389.00 QueryBoard 64
Vascon Engineers l Hold 39.50 QueryBoard 63
Venky’s India l Hold 2085.30 Analysis 18
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Have read your GST cover story. It’s excellent. You have covered the impact on
almost all the sectors. You could have also focused on the additional costs all
sectors have to bear on installation of new softwares and added accounting costs
because of GST. Also why would logistics costs come down due to GST?
- Pankaj Jaggi
Editor Responds: Dear Mr. Pankaj, thank you for your feedback.
As for your query, we think that the additional cost required for installation of new
software and added accounting costs will be negligible for the larger companies we
focused on in the article. The logistic costs will reduce as there will be rationalisation
in the warehousing system for corporates in India and back-of-the-envelope
calculations suggest the logistics cost will come down by 20 per cent. To understand
the GST implications deeper, stay tuned to our products and keep writing to us to
know more about the equity markets.Excellent cover story!