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Identifying Multibaggers
The Equity Desk Forum :Market Strategies :Identifying Multibaggers

Topic: Sectors that can gain in market cap weightage

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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 14/Feb/2007 at 5:22pm
	That is because focused companies are always considered more valuable. Now sup[pose if Nuvo were to spin off its insurance business then it would have more buyers because investors who are uncomfortable with the telecom business would now be able to join in.
	'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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tyler_durden Senior Member Joined: 24/Oct/2006 Location: India Online Status: Offline Posts: 1615	Posted: 23/Feb/2007 at 5:45pm
	While going through the forum's posts i came up across the following: "what happened in usa or japan will happen in india" " which sectors would make it to sensex , can we predict this by lookin at nikkei or dow?" go here: http://en.wikipedia.org/wiki/Nikkei_225 http://en.wikipedia.org/wiki/Dow_Jones_Composite_Average lets look at sectors which will emerge and make it big...
	If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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tyler_durden Senior Member Joined: 24/Oct/2006 Location: India Online Status: Offline Posts: 1615	Posted: 23/Feb/2007 at 5:47pm
	what i noticed is: food construction logistic and warehousing insurance ship building will make it big after retail n telecom Edited by tyler_durden - 23/Feb/2007 at 5:48pm
	If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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dilip Newbie Joined: 06/Sep/2007 Location: India Online Status: Offline Posts: 15	Posted: 09/Sep/2007 at 9:18pm
	India may run out of water by 2020: World Bank any Interesting ideas here ? plz throw light!!
	Dilip
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kg Senior Member Joined: 08/Mar/2007 Location: India Online Status: Offline Posts: 228	Posted: 09/Sep/2007 at 10:27pm
	which report of world bank.. can u pl give link ...
	Lets rock
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italics Senior Member Joined: 15/Aug/2007 Location: India Online Status: Offline Posts: 112	Posted: 19/Sep/2007 at 1:13pm
	Originally posted by basantji: If I were to list them from current levels this is how I would go: 1) Electronic Media and Internet 2) Retailing 3) Insurance (nothing specific to play here) 4) Mobile Telephony (Growth should taper in 5 years) 5) Financial Services (Private Banking, Brokerages, Asset Management) 6) Entertainment - Radio and Multiplexes (growth shopuld taper off in 5 years here also) Basantji just wondering if you would like to add, edit anything from this list with almost one year of hindsight. Also these are my picks to play these sectors. Would like your opinion on them 1. Network 18, TV18 (are there any others here worth investing as of today?) 2. PRIL and Trent (would like your opinion on trent) and am adding Reliance (your opinion needed here too) 3. How would you play insurance as of today? 4. Bharati 5. Yes bank, Kotak (your opinion on the better of the two) 6. Adlabs, Inox, Enil (again your opinion on which is the best) Look forward to your views. Thanks
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 19/Sep/2007 at 1:42pm
	No, that weightage preference remains the same on date. All stocks that you suggested look excellent. Yes is not an insurance play but an insurance distribution play. In the latter case the company saves on insurance writing and potential risks associated with that but loses out on the luxory of using the float - this is what made Berkshire Hathaway. Have not come across the best insurance play here since there are no pure plays around. Bharti does not have insurance it is in the promoter's back pocket.I like ENIL compared to trhe others.
	'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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italics Senior Member Joined: 15/Aug/2007 Location: India Online Status: Offline Posts: 112	Posted: 19/Sep/2007 at 3:08pm
	Thanks basantji, good to see your conviction remains strong even in hindsight I had suggested Yes and Kotak as plays in the financial services sector. About Bharati, it seems the promoters want to keep the real potential money spinners with them, at least for now! I guess that's how they got rich in the first place! Are you still bearish on Trent? Is their lazy rich kid attitude still in place? Any other sectors you are bullish on? Utilities are a big play abroad (and a warren buffet favourite), but don't seem to have caught on here. Indraprastha Gas for ex. Any idea why these are lagging? Thanks. Edited by italics - 19/Sep/2007 at 3:10pm
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