Key Midcap Stocks That Investors In The US Are Focusing

Foreign broking firm Jefferies met many investors in the US in its roadshow to discuss India midcap stocks. The most discussed stocks were CG Consumer, Supreme Industries, Kajaria Ceramics, Dixon Tech, Amber, and Polycab.Key themes discussed were housing, CAPEX revival, indigenization, and likely margin recovery in H2FY23 led by softening commodities. The brokerage also noted that investors were concerned about the impact of the European energy crisis on Graphite Electrodes, UPL's balance sheet leverage, and the premium valuations especially in consumer durables.The brokerage expects Polycab, Havells, and Supreme Industries to be big beneficiaries of housing and CAPEX revival and Amber and Dixon to be beneficiaries of indigenization.

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