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Top IT Stocks To Buy Now _ Siddharth Khemka Stock Picks _ Multibagger Alert
Nivesh Manthan
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2 days ago
Top IT Stocks To Buy Now | Siddharth Khemka Stock Picks | Multibagger Alert
Category
ЁЯШ╣
Fun
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00:00
So, if you want to bet on IT, where are you going to be the biggest risk in which segment?
00:08
If you want to identify the segment, it will be large cap IT, mid cap IT, services,
00:16
which will be anti-AI trade.
00:20
If you want to look at it, if you want to look at it,
00:37
if you want to look at it,
00:40
then you will see the large cap IT.
00:45
So, if you want to look at it,
00:50
we will see the anti-AI and AI,
00:52
which are all debates about US markets.
00:55
We are all in India,
00:57
most of the companies and services companies.
01:00
Yeah, there are some product companies in IT,
01:02
who are working with these AI companies,
01:04
and where there is a growth slowdown in the past quarter.
01:08
So, I think that the IT services companies,
01:12
we will see the growth here,
01:14
and the valuations are comfortable.
01:15
So, companies like TCIS Infosys,
01:18
which is our preferred pick in large cap space,
01:21
is HCL Tech.
01:22
It is a diversified business model.
01:24
With digital cloud and AI-related services,
01:27
they have a lot of order books generated.
01:30
So, it is a diversified book.
01:32
It is a strong order book.
01:34
Execution is improved,
01:35
and the valuations are comfortable.
01:37
So, in large cap,
01:39
which is HCL Tech,
01:41
mid cap,
01:43
selectively,
01:44
consistently perform good.
01:45
Those stocks,
01:46
particularly,
01:47
is our top recommendation.
01:49
One is persistent systems,
01:51
and the other is co-forge.
01:53
So, both are mixed,
01:54
both are new-age businesses,
01:56
and digital AI-related services,
02:00
provide for global companies.
02:02
And the order book execution,
02:04
again,
02:05
Q2 earnings,
02:06
is very strong.
02:07
So,
02:08
we all see,
02:09
we feel like Q3,
02:10
which is generally,
02:11
IT services companies,
02:12
is a lean season.
02:14
And these three companies,
02:16
you can focus on IT sector,
02:17
HCL Tech,
02:18
Persistent,
02:19
and Co-forge.
02:21
рдЖрдИрдЯреА рд╕реЗрдХреНрдЯрд░ рдореЗрдВ.
02:22
рдЖрдИрдЯреА рд╕реЗрдХреНрдЯрд░ рдореЗрдВ,
02:23
HCL Tech,
02:24
Persistent,
02:25
and Co-forge.
02:26
рддреЛ рдЗрдирдореЗрдВ
02:27
рдХрд┐рд╕ рддрд░рд╣ рдХреЗ рд▓рдХреНрд╖реЗ рдЖрдк рд▓реЗ рдХрд░рдХреЗ рдЪрд▓ рд░рд╣реЗ рд╣реИрдВ,
02:29
рдЬреЛ рдирд┐рдЧрдЯ рднрд╛рд╡рд┐рд╢реНрдп рдореЗрдВ рджреЗрдЦ рд╕рдХрддреЗ рд╣реИрдВ,
02:30
рдФрд░ рд╕рд╛рд▓ рднрд░ рдореЗрдВ рджреЗрдЦ рд╕рдХрддреЗ рд╣реИрдВ?
02:32
рдмрд┐рд▓реНрдХреБрд▓ рд╕рд░реНрде,
02:34
рддреЛ HCL Tech рдХреА рдЕрдЧрд░ рдЖрдк рдмрд╛рдд рдХрд░реЗрдВ,
02:36
The target of 1 year is 1,800, so you can see 18-20% upside in a year.
02:46
If you talk about CoForge, we have a great target of 2,200-2,300, so almost 25-30% upside in one year.
02:57
Similarly, in persistent systems, the target of 6,600,
03:02
so around 15-16% upside in a year.
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