Reasons For Stocks Selection.

1. Maruti Suzuki Ltd-:

Maruti Suzuki India acquired 640 acres in Becharaji and 550 acres in Vithalapur in Gujarat's
Mehsana district for manufacturing facilities. Maruti Suzuki has announced a plan to expand its
Gujarat plant through a 100% subsidiary.
Experts have recommended that stocks may touch up to 52 week High post this quarter results
show up.
2. Spice Jet.
For years the Indian aviation sector experienced turbulent times. The stocks of the aviation
companies also went through a rough patch. However, with the sharp drop in Jet Fuel prices, the
aviation sector staged a smart recovery in the past one year with shares of SpiceJet soaring over
300 per cent in a year. The scrip hit its new 52-week high.
Spice Jet is reportedly planning to buy at least 150 new planes. The company is in talks with
aircraft manufacturers to place orders for 100 narrow-bodied aircraft (Boeing 737 MAX or Airbus
320 Neo) and 50 turboprop aircraft.
3. Oil and Gas Corporation-:
ONGC has steadfastly focussed on organic growth through its exploratory endeavours and build a
healthy reserve profile for the future. During FY'15, the Company registered Reserve Replacement
Ratio (RRR) of 1.38 (with 2P reserves) with 22 oil and gas discoveries in various basins of the
country. This has been possible because of extensive exploration in known basins as well as
frontier plays.
Domestic crude oil and natural gas production of ONGC along with its share in the domestic joint
ventures (PSC-JVs) during FY'15 has been 49.46 million metric tonnes of oil and oil equivalent gas
(MMtoe) which is about 2.7% lower than FY'14 production (50.84 MMtoe).
Company decided to invest Rs. 249,000 million in five major projects in eastern Offshore for
sustaining crude oil and gas production.
4. State Bank Of India.
(SBI) is an excellent buy because what happens was most of the people were holding PSU Banks
and cutting their losses and somebody was buying. But all said and done PSU banks are under
pressure led by State Bank of India (SBI). The pain will continue to haunt them for next couple of
quarters or probably more as far as non performing assets (NPAs) are concerned. This bounce
back is on account of various reasons - soothing statements, market recovering from the lows,
expectation of the RBI rate cut, so all put together I think probably majority of bounces are
already priced in.

So, I would say book 50 percent right now and hold 50 percent probably closer to Rs 200 levels
prior to the policy. I think that all PSU banks or most of the banks will toppish around RBI policy
and probably from there in us could see kneejerk reaction on the downside. I would say in a
staggered way one should keep booking the profit from the current levels itself.
5. Indiabulls Real Estate.
It has given a good set of numbers. If you see the last Q3 numbers, their income went up by
almost 29 per cent and EBITDA and PAT have also shown 20 per cent growthless.
6. Marico Ltd.
This Budget clearly has a sharp focus on agriculture and rural spends, with the highest ever
allocation towards MGNREGA and a plan to double farmers' incomes in the next five years. This,
coupled with the allocation towards the Seventh Pay Commission should provide a strong boost to
rural consumption. Most FMCG companies have witnessed low-volume growth over the past year
owing to muted demand from rural India.