Market information and tips..
Take Solutions, which possesses key expertise in life science and supply chain management, posted 30% higher revenue in FY17. The management is confident of better times ahead. A value buy.
Everest Industries’ margins have been improving. With over 32,000 tons of orders in hand, the Company is poised to fare better this year.
VST Tillers Tractors has a virtual monopoly in power tillers and is now penetrating into the African, Myanmar and Russian markets. It issued a bonus in 2010 and its current book value of over Rs.560 suggests another bonus soon.
Sintex Industries’ margins are reportedly improving. With its entry into the compact yarn segment, its profitability is set to rise. An excellent long-term buy.
Veljan Denison, recommended in the last issue, hit upper circuit throughout the week and still has a lot of steam left. Continue to hold or accumulate more if available.
Hindustan Petroleum Corporation will gain from the daily revision in petrol prices. It expects to post higher sales and profitability this year. A good buy with a one year horizon.
Premco Global, manufacturers of woven and knit elastic and non-elastic fabric, is doing well this year. A near monopolistic position of this small equity company points towards an upward journey.
Dewan Housing Finance Corporation has fallen much more than the correction warranted. This under-priced share must be bought for a quick gain of Rs.25-30.
Rural Electrification Corporation has corrected by about Rs.50 despite its fundamentals remaining intact. A good time to add.
Dilip Buildcon is consolidating at the current level and its volumes suggest another jump in its share price. This is amongst the few companies that has persistently received bonus payments for completing projects before time. A good long-term buy.
Iron ore prices are set to rise again. NMDC looks attractive at the current level especially considering its high dividend payouts.
BSE is a major beneficiary of CDSL’s excellent listing on the NSE. Its profits this year are likely to be much higher. Buy for two years.
CRISIL has reportedly acquired 26.22 lakh shares of Credit Analysis & Research (CARE) from Canara Bank. It could be positive for both the companies especially CARE.
The management of Jindal Saw sounded sanguine about its current year’s prospects, when speaking to the media. Its share price is hovering below its book value and intrinsic worth. A good buy in such turmoil times.
ACC has been very volatile recently, which provides a good opportunity to intraday traders. A safe bet for investors as well.
Gitanjali Gems refuses to decline in this weak market. With Nakshatra to be listed soon, its current beaten down share price may be a good opportunity to buy.
Amongst speciality chemicals companies, Bodal Chemicals, Aksharchem (India) and Shree Pushkar Chemicals & Fertilisers have shown increasing interest. Keep a close watch.
The overall rise in car and tractor sales and its entry into the housing sector makes Mahindra & Mahindra Financial Services a good buy.
Indiabulls Ventures has forayed into the consumer finance business. The stock has seen a massive rally and could turn into a multibagger.
Ramco Industries holds Rs.3200 crore worth stake in Ramco Cements along with the other construction material business it has. Its market cap is quite small at Rs.2060 crore and the stock could easily double from the current level.
Tinplate Company of India, a subsidiary of Tata Steel, plans to undertake its own business. This could be a major trigger for the stock.
Ferro chrome prices have stabilized and are on the rise. Balasore Alloys, which has fallen around 35% from its 52week high, is ripe for an up-move. On an EPS of Rs.10, the stock trades cheap at Rs.51 and can easily appreciate by 50%.
The counters of Oberoi Realty and Cox & Kings have witnessed good accumulation from big HNIs over the last few weeks. Both the stocks could deliver good returns in the short-to-medium-term.
Websol Energy System has reduced its debt by Rs.307 crore and its free reserves now stand at Rs.37.5 crore v/s negative Rs.246 crore in FY16. Its solar capacity was enhanced to 200 MW from 100 MW last year. It is likely to post excellent FY18 results with an EPS of Rs.25. The stock may gain over 40% in the short-to-medium-term.
Sakuma Exports posted an EPS of Rs.23 for FY17. A conservative P/E of 5x will take its share price to Rs.115 in the medium term.
Vindhya Telelinks (VTL), an MP Birla group company, is on the active list of discerning buyers after it posted an EPS of Rs.73 for FY17. Its share book value is Rs.487. It holds shares worth Rs.2260 crore (Rs.1915/share) in group companies like Birla Corp and Universal Cables at the CMP and is on its way to notch an EPS of Rs.90+ in FY18. The stock may touch Rs.1350 at a P/E of 15x.
KEI Industries may post an EPS of Rs.16 for FY18 based on its expansion initiatives. The stock could touch Rs.280.
A reputed brokerage house strongly recommends Rico Auto Industries for long-term gains. It expects the company to notch an EPS of Rs.5 in FY18 and Rs.7 in FY19 post expansion. The stock may cross Rs.75 soon.
An Ahmedabad-based analyst recommends Jindal Saw, Mold-Tek Technologies, Prime Urban Development India, BNK Capital Markets and Vedavaag Systems. His Ultramarine & Pigments recommended at Rs.173.65 rose 8% to Rs.186.95 with huge volumes in just one week! Meghmani Organics recommended at Rs.44.40 on 12 June 2017, zoomed to Rs.50.95 last week! Cords Cable Industries recommended at Rs.80.90 on 13 March 2017, hit a high of Rs.121 last week fetching 49% returns within 4 months!
Grey market premium for the IPO of AU Small Finance Bank has declined to Rs.75-80 from Rs.100-105 last week.
Everest Industries’ margins have been improving. With over 32,000 tons of orders in hand, the Company is poised to fare better this year.
VST Tillers Tractors has a virtual monopoly in power tillers and is now penetrating into the African, Myanmar and Russian markets. It issued a bonus in 2010 and its current book value of over Rs.560 suggests another bonus soon.
Sintex Industries’ margins are reportedly improving. With its entry into the compact yarn segment, its profitability is set to rise. An excellent long-term buy.
Veljan Denison, recommended in the last issue, hit upper circuit throughout the week and still has a lot of steam left. Continue to hold or accumulate more if available.
Hindustan Petroleum Corporation will gain from the daily revision in petrol prices. It expects to post higher sales and profitability this year. A good buy with a one year horizon.
Premco Global, manufacturers of woven and knit elastic and non-elastic fabric, is doing well this year. A near monopolistic position of this small equity company points towards an upward journey.
Dewan Housing Finance Corporation has fallen much more than the correction warranted. This under-priced share must be bought for a quick gain of Rs.25-30.
Rural Electrification Corporation has corrected by about Rs.50 despite its fundamentals remaining intact. A good time to add.
Dilip Buildcon is consolidating at the current level and its volumes suggest another jump in its share price. This is amongst the few companies that has persistently received bonus payments for completing projects before time. A good long-term buy.
Iron ore prices are set to rise again. NMDC looks attractive at the current level especially considering its high dividend payouts.
BSE is a major beneficiary of CDSL’s excellent listing on the NSE. Its profits this year are likely to be much higher. Buy for two years.
CRISIL has reportedly acquired 26.22 lakh shares of Credit Analysis & Research (CARE) from Canara Bank. It could be positive for both the companies especially CARE.
The management of Jindal Saw sounded sanguine about its current year’s prospects, when speaking to the media. Its share price is hovering below its book value and intrinsic worth. A good buy in such turmoil times.
ACC has been very volatile recently, which provides a good opportunity to intraday traders. A safe bet for investors as well.
Gitanjali Gems refuses to decline in this weak market. With Nakshatra to be listed soon, its current beaten down share price may be a good opportunity to buy.
Amongst speciality chemicals companies, Bodal Chemicals, Aksharchem (India) and Shree Pushkar Chemicals & Fertilisers have shown increasing interest. Keep a close watch.
The overall rise in car and tractor sales and its entry into the housing sector makes Mahindra & Mahindra Financial Services a good buy.
Indiabulls Ventures has forayed into the consumer finance business. The stock has seen a massive rally and could turn into a multibagger.
Ramco Industries holds Rs.3200 crore worth stake in Ramco Cements along with the other construction material business it has. Its market cap is quite small at Rs.2060 crore and the stock could easily double from the current level.
Tinplate Company of India, a subsidiary of Tata Steel, plans to undertake its own business. This could be a major trigger for the stock.
Ferro chrome prices have stabilized and are on the rise. Balasore Alloys, which has fallen around 35% from its 52week high, is ripe for an up-move. On an EPS of Rs.10, the stock trades cheap at Rs.51 and can easily appreciate by 50%.
The counters of Oberoi Realty and Cox & Kings have witnessed good accumulation from big HNIs over the last few weeks. Both the stocks could deliver good returns in the short-to-medium-term.
Websol Energy System has reduced its debt by Rs.307 crore and its free reserves now stand at Rs.37.5 crore v/s negative Rs.246 crore in FY16. Its solar capacity was enhanced to 200 MW from 100 MW last year. It is likely to post excellent FY18 results with an EPS of Rs.25. The stock may gain over 40% in the short-to-medium-term.
Sakuma Exports posted an EPS of Rs.23 for FY17. A conservative P/E of 5x will take its share price to Rs.115 in the medium term.
Vindhya Telelinks (VTL), an MP Birla group company, is on the active list of discerning buyers after it posted an EPS of Rs.73 for FY17. Its share book value is Rs.487. It holds shares worth Rs.2260 crore (Rs.1915/share) in group companies like Birla Corp and Universal Cables at the CMP and is on its way to notch an EPS of Rs.90+ in FY18. The stock may touch Rs.1350 at a P/E of 15x.
KEI Industries may post an EPS of Rs.16 for FY18 based on its expansion initiatives. The stock could touch Rs.280.
A reputed brokerage house strongly recommends Rico Auto Industries for long-term gains. It expects the company to notch an EPS of Rs.5 in FY18 and Rs.7 in FY19 post expansion. The stock may cross Rs.75 soon.
An Ahmedabad-based analyst recommends Jindal Saw, Mold-Tek Technologies, Prime Urban Development India, BNK Capital Markets and Vedavaag Systems. His Ultramarine & Pigments recommended at Rs.173.65 rose 8% to Rs.186.95 with huge volumes in just one week! Meghmani Organics recommended at Rs.44.40 on 12 June 2017, zoomed to Rs.50.95 last week! Cords Cable Industries recommended at Rs.80.90 on 13 March 2017, hit a high of Rs.121 last week fetching 49% returns within 4 months!
Grey market premium for the IPO of AU Small Finance Bank has declined to Rs.75-80 from Rs.100-105 last week.
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