Infosys, Titan, SAIL, TCI And More - Top Investment Ideas For December By Motilal Oswal
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Motilal Oswal Report
Infosys Ltd. - We expect Infosys to deliver a top quartile growth performance in FY22E on the back of its strong technical capabilities and ramp up in deal wins in FY21.
Titan Company Ltd. - The company is witnessing market share gains across every region and city according to the management. The industry also saw good growth in recent months, and Titan has performed better in the industry.
Steel Authority of India Ltd. - SAIL continues to reap the benefits of higher steel prices. It’s earnings sensitivity to prices is the highest among steel companies.
Transport Corporation of India Ltd. - TCI has a well-blended portfolio, with a presence across-
high-volume Freight segment,
value-added segments such as Integrated Supply Chain Solutions, and
niche high margins segments such as Seaways.
Click on the attachment for the full list of Motilal Oswal's Top Investment Ideas for December 2021:
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