Top 10 Stock Picks for 2022 by HDFC Securities

HDFC Securities Top 10 stock picking For 2022 –

Aditya Birla Capital: Aditya Birla Finance is focused on creating granularity in the segment while reducing the ticket size across the board. ABHFL continues its focus on affordable housing, which has doubled its AUM in the last 2 years. ABSLAMC as a whole is focused on increasing the share of equity-oriented funds, which offer a higher margin.

Gayle (India): GAIL plans to expand into petrochemicals, specialty chemicals and renewable energy to complement the growth in its core business of natural gas marketing and transportation.

Hindustan Zinc: High operating efficiency driven by fully integrated operations and low cost, high grade zinc reserves and with access to large amounts of lead-zinc deposits, should sustain the company as a low cost producer of zinc in the medium term .

Ipca Labs: “We remain positive on Ipca Labs on the back of strong volume growth in domestic formulations in therapeutic areas, cost competitive and consistent quality driving superior business prospects in API segment, strong debt free B/S and strong return ratio and improved traction in international markets. ,

M&Ms: Mahindra & Mahindra has a strong product pipeline across UVs and tractors to help the industry outperform.

Max Financial: Over the long term, India’s very low penetration life insurance sector is in an attractive position to take advantage of the huge growth opportunities. Large private players are better positioned to take advantage of their strong brands and their ability to grow the security business by leveraging existing networks.

Max Healthcare: Strong revenue growth is driven by health insurance penetration, improved patient mix, growth in ARPOB, growth in medical tourism and increased focus on specialties. Optimization of payer mix provides scope for margin expansion.

State Bank of India: SBI, given its wide, fine-deposit base and the government’s majority stake, is virtually immune to any liability-side risk at the moment. It is in a better position than many other large banks to mitigate asset quality concerns because of the quality of its loan books.

Tech Mahindra: Tech Mahindra is well positioned to expand its fair share of 5G network services and the company is experiencing a great deal strategy and customer-led approach.

zee entertainment (high risk pick), The company’s pan-India audience and digital focus is expected to drive growth in the long term. Moreover, ZEEL’s OTT app Zee5 is well positioned to improve its traction, leading to improved revenue and loss reduction.

The views and recommendations given above are those of individual analysts or broking companies and not of Mint.