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Bell The Budget

(Team Buffet Brothers)

Infrastructure
NDA government is expected to come up with policies for the
infra sector. Announcements can be made for setting up new
industrial parks, SEZs etc under the Make in India scheme.
Stock- GMR INFRA BUY
The stock has shown great Bull Run in the last week in
expectations of positive news for the infra sector in the budget.
There is subsidy, tax exemption for stranded gas assets. So,
Bullish on GNR Infra at Rs.19.6. Allocating Rs.100000. i.e 5102
shares

Oil and Gas - BUY


Custom duty is expected to be hiked tomorrow. Also the subsidy
figure for fiscal year 2016 would be more than 35000 Crore.
This sector is one of the prominent ones under Make in India
program and hence huge sops are expected for this sector.
Stock- ONGC BUY
The stock is one of the leading in the Oil and Gas sector and if
the above two expectations are met from the budget then the
stock is expected to give good returns. Allocating Rs.100000 i.e
307 shares at Rs.324.9 /share

Banking and Financial Services


Positive announcements for infra and related sectors will boost
demand for bank credit as well. Not very hopeful but there is
still a possibility of reducing the tax slabs or increasing the 80 C
limit which will be good for BFSI. Also there would be
regulations concerning keeping bad assets under control and
capital infusion by government.
Stock- IDFC Bank BUY
Among the banking sector, IDFC is an infra related bank and
also is on the rise recently. Budget announcement with possible
rate cut on Monday might yield an awesome return. Rs.300000
at Rs.172.15/share and that comes to 1742.6 shares

Automotive
Auto stocks would rally if there is a cut in the excise duty on
automobiles which is very likely to happen considering the
requirement to boost domestic manufacturing. Any increase in
tax slabs or lowering of interest rates would be good for the
sector.
Stock- MRF BUY
We have picked up a stock to earn supernormal returns. Govt
will support investments in transportation sector for transport
of raw materials etc. which is positive for tyre companies.
Rs.5,00,000 .i.e. 12.13 shares at Rs.41189/share

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