Ban of BS3 vehicles, and upgradation to BS4 may have negative impact on companies like Hero Motor Corp having higher inventories compared to its peers that too for short term. However, this would lead to new demand of products relating to automotive fuel supply and emissions. Companies to be benefited includes, UCAL fuel and Nelcast

Loksabha passed 4 bills relating to GST yesterday. Though this was on expected lines, still there will be some positive sentiment on this development. One should have Logistics and Plywood sector on radar. Stock to watch – Gati, Snowman logistics, Archidply, Uniply

We continue to keep radar on chemical and fertiliser sector on radar on anticipation of further reforms related announcement. Organic chemicals, Fertiliser, and Paints may be benefitted. Vinati Organics, FACT, and Berger paints are the stocks to be on radar