Below is the verbatim transcript of his interview to CNBC-TV18
Reliance Communications
There has been delivery based buying happening in RComm for last one week. That indicates the bunch of deals likely to happen largely to pare the debt of the company. One will not be surprised to see developments start building up on the Reliance Infratel apart from Reliance Globalcom.
From Reliance Globalcom the company can mobilize about Rs 6,000-6,500 crore and from Reliance Infratel it can mobilize about Rs 12,000-13,000 crore. If that amount gets utilized either for paring their debts that will be seen quite positive. One can expect the stock to move to three digits in next 15-20 days.
Century Textiles
Century Textiles has the flavour of real estate as well as cement and both the sectors are looking positive from next two to three months scenario. If one can keep a view of about couple of weeks on the stock, it has potential. Under-ownership has happened in these last couple of months and renewed buying is coming back into the stock. One can look for a level of Rs 325-330 by the time the company declares the results.
Bajaj FinServ
Tulsian has a cautious stance on banking stocks and does not expect them to correct, but one does not know the kind of run up which one has seen in the PSU and private sector. Deviating from the pure banking play he says one can go long on Bajaj FinServ.
Its subsidiary Bajaj Finance is doing quite well. Tulsian expects to see good numbers in the middle of May by both the companies. Bajaj FinServ always books insurance premium share in the last quarter, which increases its EPS by about Rs 40-50 in one quarter alone.
IDFC
Infrastructure Development Finance Company is expected to post better numbers from. Tulsian does not see any concern. They posted good Q3 numbers.
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