Great opportunity to build portfolio: Anil Singhvi speaks to Siddharth Sedani on how much to allocate to these stocks now under spotlight

In his chat with Zee Business Managing Editor Anil Singhvi today, market expert Siddharth Sedani said that he has selected a 'Ruff N Tuff' theme for today's show and this is a great opportunity for investors to build up their portfolios. He said that the Real Estate sector is seeing good strength and revival. Focus has been on Highway, Construction and Infrastructure. The Government of India has focussed on capital expenditure in this Budget and that’s the key reason that the markets have seen a strong upmove. Siddharth said that 'Ruff' means Cement and 'Tuff' means Steel. SAIL, Birla Corp, Tinplate and NCC are his top 4 picks. These shares will benefit from the government's focus on infrastructure and the resultant boom in the real estate sector. Sedani does not just reveal name of stocks, he also indicates the allocations that must be made. 

SAIL Share price:

Siddharth picked SAIL (Steel Authority of India) as his top pick in the Steel Sector. Investors can invest 30% of their Investment amount in this stock and the target price is Rs 94. The vision of the company is to become the largest steel producer by 2030 and the cheapest producer. This implies 18% upside from current levels.

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Birla Corp share price:

Siddharth recommends buying in Birla Corp with a target price of Rs 1037. One can invest 30% of Investment amount in this stock. Birla Corp is operationally an excellent and strong midcap company. This implies 15% upside from current levels.   

Tinplate share price:

This company is a subsidiary of Tata Steel and the target on this stock is Rs 210. One can invest 20% of Investment amount in this stock. Tata Steel holds 75% stake in the company and Tinplate is functioning exceptionally well in metal’s space. This implies 32% upside from current levels. This stock is from a smallcap segment, so the focus is to put less money in smallcaps and hence less percentage allocated to this stock is lesser despite higher returns expected in this stock.

NCC Share price:

This company is involved in doing construction work of the above 3 companies. One can invest 20% of Investment amount in this stock. The target price on this stock is Rs 96. The company will clock in Revenue of Rs 10000 cr in FY22, EPS will also double from here on. This implies 19% upside from current levels.