GILLANDERS ARBUTHNOT & CO.LTD. - BUY

       Dear friends and followers, very sorry to say that I'm busy with my profession. So not spent with you form 15 days. Now it self busy.

GILLANDERS ARBUTHNOT & CO.LTD. - BUY 

     For detailed report   http://value-picks.blogspot.in/2012/12/gillanders-arbuthnot-coltd-buy_29.html 

JET AIRWAYS - BUY

JET AIRWAYS:
BSE: 532617
NSE: JETAIRWAYS

        Buy at 600 To 604 for one week target of  670. Above that 800 In 1 To 2 Months. SL for delivery 583.

Talwalkars Better Value Fitness Ltd - Buy

Talwalkars Better Value Fitness Ltd:

BSE: 533200

NSE: TALWALKARS

CMP: 213.40

     This stock can do well consequent to entering into an agreement with David Llyod Leisure, UK. Can buy this stock in moderate quantities for long term hold.
http://money.rediff.com/companies/Talwalkars-Better-Value-Fitness-Ltd/17027640?src=srch

“FDI” IN RETAIL

ALL ABOUT “FDI” IN RETAIL:-

The Indian retail sector can be broadly classified into:
Food Retailers
Health and beauty Products
Clothing and Footwear
Home Furniture & Household goods
Durable goods
Leisure & Personal Goods
Of these above segment Food and beverage and clothing segment is expected to grow exponentially.

FDI COULD BENEFIT STRESSED COMPANIES: 

FDI in multi brand will stimulate investment in the sector. There are companies in the retail sector that are reeling under debt. These companies could get fresh lease of life.

Beneficiary of FDI in Multi – Brand Retail:

Multi Brand Retail Stores: 51% in multi brand retail.
Pantaloon Retail
Vishal Retail
Shoppers Stop
Koutons
Trent
Single Brand Retail: 100% FDI in Single Brand Retail.
Archies
Cantabil
VIP Ind
Titan
IFB Industries
Real Estate: Especially mall developers. Retailers like Wal-Mart, Tesco operates in large area of 50,000 – 60,000 sqft. They generally pay to the builders certain percentage of the total revenue. Real Estate companies into retailing space to be benefited.

.Unitech
DLF
Sobha Developers

FMCG Companies: Big retailers generally sources from the producers, FMCG companies are going to be benefited.

HUL
GSK
Godrej Consumer
Dabur
Marico

Note: Above Details are Just for your information.

MARKET NEWS FOR THE WEEK AHEAD

* Geodesic to buy back upto 25% of its equity at a maximum of Rs.75 per share. Scrip saw a good rally last week and may rise 10-15% further to make a new high.
* The coal ministry will de-allocate four coal blocks given to 15 firms of which Monnet Ispat is one. Hence its share price has crashed. Good time to start accumulating the scrip.
* Share of Kavveri Telecom has been consistently falling since the approval of merger of the Kavveri Telecom Infra with itself. At the market cap of Rs.175 crore it’s worth a punt.
* Kemrock Industries has created history as its share price has crashed to one-tenth in just 4 months! Aggressive investors can buy and hold it as high-risk, high return stock. The management may surrender to a bigger player.
* Morganite Crucible is the only MNC share that has not participated in the rally and is expected to bounce back with a vengeance and touch Rs.600 mark in the medium-to-long-term on its likely EPS of Rs.40-45 in FY13.
* Kovai Medical is set to post an EPS of Rs.15-18 in FY13 and Rs.20-24 in FY14 backed by a major expansion of Rs.217 cr. The share is heading towards double century.
* De Nora counter has attracted sizeable investment buying. With a likely EPS of Rs.30 in CY12, this MNC share is likely to touch R s300 mark shortly.
* RSWM expected to register an EPS of Rs.25 in FY13 and the share is likely to touch the Rs.140 mark.
* Some foreign funds have evinced interest in Mannapuram Finance. The share trading at a P/E multiple of 4.5 is expected to touch the Rs.50 mark soon.
* A technical analyst states that Amrit Corporation, Elnet Techno, Lakshmi Energy & Foods (Lakshmi Overseas) and Priya Ltd. may prove to be multi-baggers of 2013.

Vadilal Industries - Buy for one week

Vadilal Industries:

BSE:519156

NSE: VADILALIND

CMP:253.55

     Buy Vadilal Industries at CMP for one week target of 279 then upper side 287 with strict stop loss for delivery 207.15.

Bayer Corpscience - Buy

Bayer Corpscience:

BSE:506285

NSE:BAYERCORP

CMP: 1219.50

     Company sold Thane land for Rs. 1250 Cr. There is scope for further gains in the range of 10-15% in short term. Buy with strict stop loss max 2% lower to your cost.

      

http://www.dealcurry.com/20121129-Bayer-CropScience-Sells-Thane-Land-Parcel-To-Kalpataru-s-Arm-Agile-Real-Estate.htm

SPARC - Target Reached

     SPARC recommend three days back @ 107.10 yesterday reached high 122.50 and closed 117.25.

Eros International - Buy for Short Term

Eros International:
BSE:533261
NSE;EROSMEDIA
CMP:207.15

     BUY AT CMP FOR SHORT TERM TARGET OF 230 STRICT  STOP LOSS FOR DELIVERY 201.50

SPARC - BUY FOR SHORT TERM

SUN PHARMA ANVANCED RESEARCH COMPANY:
BSE:532872
NSE:SPARC
CMP: 107.10

      BUY AT CMP FOR SHORT TERM TARGET OF 122 SL FOR DELIVERY 89.

Mirza International - Investment call

Mirza International :
BSE: 526642
NSE:MIRZAINT
CMP:24.30

        Mirza International Ltd. is engaged in the manufacturing and marketing of Leather, Leather Footwear and Accessories. Long term investors buy and hold for one year for double the capital. Short term target is 29.

Thangamayil Jewellery - Target reached

     Thangamayil Jewellery recommend on 23rd August @ 220 Friday  high @ 326 and closed @ 311. Can book profits.

Claris Lifesciences Ltd - All Targets Reached

     Claris Lifesciences Ltd recommend on 12th March this year at 143 . Friday it's days high is 286. Already gaind 100% from my reco price within 8 months can book profits or continue to hold.

HSIL Ltd - BUY FOR SHORT TO MEDIUM TERM

HSIL Ltd :
BSE: 500187
NSE: HSIL
CMP: 124.50

      HSIL is largest manufacturer of sanitary ware products with a significant market share of 40% of organized sanitary ware market in India. Buy HSIL for short term with a target of Rs. 148 and one year target of Rs. 180. Keep stop loss at Rs. 120 if for short term.
Book Value - Rs. 153.
Face Value - Rs. 2
Dividend Record - Consistent, Good.
Debts - Moderate.
Sales performance - Consistent.
     

HAPPY DIWALI

With gleam of Diyas and the Echo of the Chants,

May Happiness and Contentment Fill Your life,

Best Wishes for You & Your Family, Happy Diwali to everyone.

Chaman Lal Setia Exports Ltd - Buy

Chaman Lal Setia Exports Ltd.
BSE Code: 530307
NSE Code: CHAMANSEQ
CMP: Rs.32

     The stock is highly undervalued and we expect some value buying in this stock. Investors can buy this stock with a stop loss of Rs.28.50. On the upper side, it will rise to Rs.39.50 level in the short-term while it has potential to cross the Rs.50 level in coming days.

MARKET NEWS FOR THE WEEK AHEAD

* Partial refarming of telecom spectrum will benefit Bharti Airtel, Idea Cellular and RCom.
* The high percentage of participatory notes (PNs) in the total FII trading volumes means that PN is no longer a bad word that arouses the suspicion of the authorities.
* Jayalalitha clears 12 projects worth Rs.27,000 crore in one day. Is she preparing a blue print for development or readying for the 2014 general elections?
* Reliance Industries is likely to sulk till 2014 as it does not have the freedom to price its gas till then. Will its political clout prepone a revision in its favour.
* Share price of Kavveri Telecom has fallen drastically in the last one month on reduction of final dividend from 40% to 15%. Aggressive investors can start accumulating.
* Heritage Foods has posted excellent Q2FY13 results but its share price too has shot up sharply. Book profits.
* Sah Petroleum has reported high profits due to erratic accounting of interest cost. Don’t get tempted to buy this scrip based on its Q2FY13 profit figures.
* VIP Industries has reported a loss at the net level and negligible profit at operating level for Q2FY13. Exit immediately and stay away from the counter.
* IFB Agro has posted quarterly EPS of Rs.18 and H1FY13 EPS of Rs.25 based on which an EPS of Rs.38-42 can be anticipated. The share is poised to touch Rs.225.
* RSWM has witnessed good buying after this textile major posted an EPS of Rs.9 in Q2FY13. Analysts tracking the share project an EPS of Rs.26-30 and a share price of Rs.180.
* Sarla Performance Fibres has witnessed sizeable investment buying last week and its share price hit a 52-week high of  Rs.157. A textile analyst projects an EPS of Rs.40 in FY13. The share is an ideal bonus candidate and is expected to touch Rs.200 mark.
* Goodluck Steel Tubes (FV Rs.2), which posted a H1FY13 EPS of Rs.7, missed the attention of discerning investors. With a likely EPS of Rs.13-15, the share is poised to touch the Rs.30 mark.
* Some HNIs and Funds have evinced great interest in RS Software. It is expected to post an EPS of Rs.40+ in FY13. It has cash & cash equivalent reserves of Rs.54.8 crore (Rs 47.7/share). The share is all set to touch the Rs.300 mark.
* A technical analyst recommends Ceat Ltd., Gujarat Alkalies, IMP Power, Makers Lab and VTM Ltd. as hot buys for this week.

Sarda Energy and Minerals - Review

 Sarda Energy and Minerals recommend on 1st Nov @ 131.65  today reached 155.90. Wait for target.

TCPL Packaging - Review

      TCPL Packaging recommend @ 53.45 on 28th October now it is trading @ 63. Today's high 64. Nearly 20% gain in 9 trading sessions.  Wait for target.

Sarda Energy and Minerals - Review

  Sarda Energy and Minerals recommend @ 131.65 on 1st Nov today reached 141.65. 

SUNDARAM FINANCE BLASTED!!!

SUNDRAM FINANCE BLASTED TODAY HIGH @ 998.70.

Kohinoor Foods - Buy for short and medium term

KOHINOOR FOODS:
BSE: 512559
NSE: KOHINOOR
CMP: 30.45
EPS: 77.7
P/E : 0.39
BOOK VALUE: 126.29

       The stock is highly undervalued and we expect some value buying in this stock. Investors can buy this stock with a stop loss of Rs.28.50. On the upper side, it will rise to Rs.36.50 level in the  short-term while it has potential to cross the Rs.50 level in coming days.

NEWS FOR THE WEEK AHEAD

* Partial refarming of telecom spectrum will benefit Bharti Airtel, Idea Cellular and RCom.
* The high percentage of participatory notes (PNs) in the total FII trading volumes means that PN is no longer a bad word that arouses the suspicion of the authorities.
* Jayalalitha clears 12 projects worth Rs.27,000 crore in one day. Is she preparing a blue print for development or readying for the 2014 general elections?
* Reliance Industries is likely to sulk till 2014 as it does not have the freedom to price its gas till then. Will its political clout prepone a revision in its favour.
* Share price of Kavveri Telecom has fallen drastically in the last one month on reduction of final dividend from 40% to 15%. Aggressive investors can start accumulating.
* Heritage Foods has posted excellent Q2FY13 results but its share price too has shot up sharply. Book profits.
* Sah Petroleum has reported high profits due to erratic accounting of interest cost. Don’t get tempted to buy this scrip based on its Q2FY13 profit figures.
* VIP Industries has reported a loss at the net level and negligible profit at operating level for Q2FY13. Exit immediately and stay away from the counter.
* IFB Agro has posted quarterly EPS of Rs.18 and H1FY13 EPS of Rs.25 based on which an EPS of Rs.38-42 can be anticipated. The share is poised to touch Rs.225.
* RSWM has witnessed good buying after this textile major posted an EPS of Rs.9 in Q2FY13. Analysts tracking the share project an EPS of Rs.26-30 and a share price of Rs.180.
* Sarla Performance Fibres has witnessed sizeable investment buying last week and its share price hit a 52-week high of Rs.157. A textile analyst projects an EPS of Rs.40 in FY13. The share is an ideal bonus candidate and is expected to touch Rs.200 mark.
* Goodluck Steel Tubes (FV Rs.2), which posted a H1FY13 EPS of Rs.7, missed the attention of discerning investors. With a likely EPS of Rs.13-15, the share is poised to touch the Rs.30 mark.
* Some HNIs and Funds have evinced great interest in RS Software. It is expected to post an EPS of Rs.40+ in FY13. It has cash & cash equivalent reserves of Rs.54.8 crore (Rs 47.7/share). The share is all set to touch the Rs.300 mark.
* A technical analyst recommends Ceat Ltd., Gujarat Alkalies, IMP Power, Makers Lab and VTM Ltd. as hot buys for this week.

Sundaram Finance - Target reached

Sundaram Finance recommend  on 28th Oct @ 890. Today reached 940.

Apollo Tyres - Buy for one month delivery

     Buy Apollo Tyres @ CMP 88.50 for one month target of 96 - 100 . SL for delivery 84.50.

Sarda Energy and Minerals - Buy

Sarda Energy and Minerals
BSE: 504614
NSE: SARDAEN
CMP: 131.65
EPS: 44.95
P/E : 2.93
Book value: 225.44

       We recommend  to buy for medium term for good capital gains.It is very low down side risk as per P/E and EPS  are very attractive. Company posted good results for last two quarters. Buy for a target of 200 in medium term. Stop loss for dellivery 124.45.

Sundaram Finance - Review

Sundaram Finance recommend before market it open at 899/- and days high at 940.50/- now trading at 932/-
(Sundaram Finance Ltd has informed BSE that the Board of Directors of the Company at its meeting held on October 26, 2012, has recommended the issue of 5,55,51,930 equity shares of Rs. 10/- each as bonus shares to the shareholders in the proportion of one equity share for every equity share held by them subject to the approval of the shareholders".
I strongly believe this stock has the potential to be a multibagger stock in coming days)

Sundaram Finance - Buy

Buy Sundaram Finance for short term delivery for the tgt of 932/- SL for delivery 778/-

TCPL Packaging - Buy

TCPL Packaging Ltd:
BSE: 523301
CMP: 53.45

     TCPL Packaging Ltd is one of India's largest manufacturers of printed folding cartons, and one of the few listed packaging companies in India. Last quarter it has posted 100% profit growth and 40% sales growth. Expecting big change in the company. Its a JSW STEEL company. Buy for a target 75 in next 3 months.

Nava Bharat Ventures - Buy

Nava Bharat Ventures:
BSE: 513023
NSE: NBVENTURES
CMP: 186.80

          Nav Bharat Ventures is engaged with manufacturing of electrical utilities and the face value of its share is Rs. 2. The company has very recently registered the most excellent and fantastic result for the quarter ended on September 30, 2012 as its net profit has increased 200 % indicating excellent performance. Investors can make short term position.

NEWS FOR THE WEEK AHEAD

1. FM may embark on an austerity drive to control planned expenditures. Will that be a speed breaker on the way to faster growth embarked on 15 September 2012?
2. L&T Finance is on a buying spree and will sustain the growth momentum on the back of a strong and diversified business portfolio and increasing overseas presence. An investment banker puts its price at three digits soon.
3. Idea Cellular is the safest bet in the telecom segment. Look at its steady price compared to the decline in Bharti Airtel and RCom. Large investors are switching to Idea from the big giants. What an idea indeed sirjeee!
4. Watch out for action in the Rain Commodities counter as its promoter diversifies into processing coal tar pitch with the purchase of a Belgian Coal tar firm for $915 million.
5. IRB Infrastructure stock has been hit because of its close links with BJP Chief Nitin Gadkari. This stock, which has hit a high of Rs.209, should be accumulated if it falls below Rs.100 level.
6. Balaji Amines is now in a strong bull grip and heading for the century mark. Hold on to your positions.
7. Share price of J Kumar Infraprojects has shot up significantly in the last few months. Book profits and start accumulating Jai Hind Projects.
8. JK Tyres looks strong on the charts. Scrip may appreciate 20-25% in the short-term. Keep a close watch.
9. A technical analyst recommends Ferro Alloys, Gujarat Alkalies, IMP Power, Paushak Ltd. and VTM Ltd. as hot buys for this week. TOWER TALK

JK Tyre & Industries - buy for short term

     JK Tyre & Industries buy @ CMP 119.80  for  short term target of 132 - 135. Stop loss for delivery 112.30 .

IFB Industries - 20% up

     IFB Industries gave moderate gains in single day. Book profit in major part. The stock may correct after opening gap up as the stock in a bit correction mode. News expected that Whirlpool may buy stakes of "IFBIND" and the announcement will be made within 10 days. Open offer also is possible.

Subex - Review

     Subex up 8%

IFB Industries - Review

IFB Industries recommend before market today now trading higher at 122.35...18% up enjoy!!!!!!

IFB Industries - Buy for short term

IFB Industries:
BSE:505726
NSE:IFBIND

   Buy @ CMP 103.90 for the short term target of 112+  SL for Delivery 93.70.

Subex - Buy

Subex:
BSE: 532348
NSE: SUBEX
CMP:16.95

      Buy for medium to long term investment as it is a low risk stock. We recommend it for accumulation. Buy in two parts: (1) at Rs.16.95 - 17.25 and (2) at Rs.14.35 - 15.25 with a strict stop loss of Rs.13.45. On the upper side, the stock will zoom to Rs.24+ level in the medium-term.

Shree Ganesh Jewellery House - Value Buy

Shree Ganash Jewellery House 
BSE: 533180
NSE: SGJHL
CMP: 119.25
EPS: 48.27
P/E : 2.44
BOOK VALUE: 218.35

     Recommend for short to medium  term investors can buy at CMP or dips up to  105 levels for the one month target of 135 and watch the share price double in a year. Stop loss for delivery 83.70.

Kilitch Drugs (India) - Buy for short term

Kilitch Drugs (India)
BSE: 524500

NSE: KILITCH

CMP: 40.55 

        Buy kilitch drugs around 40.00 levels for a short term one month target of 50.00 with a strict stoploss of 36.00

Stock View - KSB Pumps

      KSB Pumps Ltd jointly promoted by Lein Schanzlin & Becker A.G. of West Germany and India based Industrial & Prudential Investment Co. Ltd in 1960.Currently the foreign holding is held by Canadian Kay Pump Ltd an associate company of KSB Germany.Company manufacturing various type of pumps and valves for industries like water treatment ,chemical,mining ,oil ,power generation ,sewage ,nuclear power and for Agriculture.Company having five manufacturing plants in India, Pune and Sinnar manufacturing facilities makes pumps for irrigation and power projects, Nashik plant manufacturing multistage pumps, water and submersible motor pumps.Its valve manufacturing facility is located at Coimbatore and captive foundry at Ahmednagar .KSB started manufacturing of pumps for nuclear industry in 1977 from its factory located at MIDC Industrial area in Pimpri and signed and exclusive long term agreement with NTPC in 1988.Company having very good brand image and known as a quality producer of pumps for irrigation purpose.In power and petrochemical sector competition is less due to the mandatory adherence of American Petroleum institute standards. KSB also executing turnkey projects for industrial and agriculture purpose.Due to over all sluggishness in the user industries company’s last year was muted and cash flow was not satisfactory.But even fighting with the tough situation in local market ,this year company improving its performance .Increased off take by its parent company KSB AG is also helping to improve its performance.For the FY 2012 ,KSB posted a turnover of Rs.751 Cr and a net profit of 43 Cr.In latest June quarter company recorded a Sales of Rs.190 Cr and a net profit of Rs.17.5 Cr . The most attractive part of this company is the quality of its operations , not only in its products but in corporate governance and minority share holder friendly attitude too.Company having an uninterrupted dividend paying record and issued bonus shares to its share holders in the years 1983,1986,1989,1996 and recently in last year.I believe this MNC company will be an out performer when there is a re rating in capital good/engineering industry and one of the best mid/small cap stock to hold even in your core portfolio. KSB is listed both in NSE and BSE and CMP is Rs.212 /-

Nucleus Software - review

      Nucleus Software made high 96.95 today from our recommended price 83 on 24th Sep. Enjoy

Basant Agro Tech - 20% Up

Basant Agro recommend yesterday, now in 20% UC

Development Credit Bank Ltd.- Buy

DCB
BSE Code: 532772
NSE Symbol : DCB
Face Value: Rs.10
Last Close: Rs.43.95
 

I recommend it for accumulation. Buy at Rs.42-43 with a strict stop loss of Rs.37. On the upper side, the stock will zoom to Rs.51-53+ level in the medium-term.

Basant Agro Tech(India) - Buy for long term

Basant Agro Tech(India).,
BSE: 524687

       Buy for long term investment. As it is a penny stock,  buy only who can hold for long term.

Gillanders Arbuthnot & Co - Investment call

Gillanders Arbuthnot & Co.,
BSE : 532716
NSE: GILLANDERS
CMP: 64.55

         Buy for medium term capital appreciation. Medium term target of 92+ with delivery stop loss of 57.75.

Nucleus Software - Review

        Nucleus software now made 91.7 from 82.55, first tgt almost hit. Enjoy... call was given on 24th September.

Tube Investments - Buy

     Buy Tube Investments at CMP 179/- for short term target of 190/- buy on dips also. Stop loss for delivery Rs. 161/-

Nucleus Software - Buy

Nucleus Software:
BSE: 531209
NSE: Nucleus

   Buy necleus Software @83.05 for short term target of 92. On the upper side it will zoom to 100 - 118+

NRB Bearings Ltd - Buy

NRB Bearings Ltd.
BSE Code: 5530367
NSE Symbol : NRBBEARING
Face Value: Rs.2
Last Close: Rs.46.20

     The stock looks safe  in the current market. We, therefore recommend it for accumulation. Buy with a strict stop loss of Rs.38.50. On the upper side, the stock will zoom to Rs.57- 60+ level in the medium-term.

Elecon Engineering Company - Buy for decent returns

Elecon Engineering Company is highly underpriced at current market price of Rs.46 in the Capital Goods segment. Investors must pick up this stock that are growth oriented  and attractive P/E ratios.

Good Luck Steel Tubes Ltd - Investment call

Goodluck Steel Tubes Ltd.
BSE Code: 530655
Face Value: Rs.2
Last Close: Rs.18.95
EPS (TTM): 12.65
P/E : 1.50
P/C : 1.23
Bool value: 52.64

     The stock looks safe in the current market. We recommend it for accumulation. Buy in two parts: (1) at Rs.18.75-19.00 and (2) at Rs.17-17.25 with a strict stop loss of Rs.16. On the upper side, the stock will zoom to Rs.23+ level in the medium-term.

NESCO - BUY FOR MEDIUM TERM CAPITAL GAINS

NESCO buy at CMP  663/- for medium to long term capital gains.

Andhra Pradesh Paper Mills - Review

     Andhra Paper recommended @ 340/- on 8th september. It shoot up and trading @ 372 now. Book some profit and hold the rest for target.  Another favorite Think Soft Globel trading @ 117 book profit enjoyyyy.

ACROPETAL TECHNOLOGIES - REVIEW

         Acropetal Technologies recommended at 14.65 on August 26th now it is trade at 18.50. My short term target reached and now it gave 25% return in 15 days. Pls hold. Upper side It will zoom to 20 - 22 with in one month.

THINKSOFT GLOBAL - ALL TARGETS REACHED

Thinksoft Global recommend on july 26 th @ 79.85 today it's high of 110 and closed around 106  reached all targets. Start profit booking from tomorrow. 

Andhra Pradesh Paper Mills - buy

Buy AP Paper around 340 levels for the short term delivery  target of 380 with a stop loss of 331 . Expecting the stock will touch 400 + within one month

SHASUN PHARMACEUTICALS - TARGET ACHIVED

   SHASUN PHARMACEUTICALS recomanded @ 157.70/- on August 22 nd, today almost reached our short term target 180 (179.50). Hold for 200+ 

SHASUN PHARMACEUTICALS - REVIEW

SHASUN PHARMACEUTICALS RECOMMEND @ 157.70/- ON AUGUST 22nd NOW @ 171.70 (52 WEEK HIGH) WITH IN 10 TRADING SESSIONS. HOLD FOR SHORT TERM TARGET OF 180/-.

Acropetal Technologies Ltd - Buy

Acropetal Technologies Ltd.
BSE Code: 533330
NSE Symbol: ACROPETAL
Last Close: Rs.14.65
   
        Investors can buy this stock with a stop loss of Rs.13.25. On the upper side, it will zoom to Rs.17.50 and to Rs.20.50-22 levels thereafter in the medium-term.

Thangamayil Jewellery - buy

Buy @ CMP 220/- for short term target of 275/- . Stop loss for delivery 215.90

SHASUN PHARMACEUTICALS - BUY

Shasun Pharmaceuticals - Buy

CMP - 157.70

BSE - 524552

NSE - shasunphar

    We recommend buy Shasun Pharmaceuticals for short term target of 180 then 200+ positional for one month.

THINKSOFT GLOBAL- TARGET REACHED

THINKSOFT GLOBAL RECOMMENDED ON 26 TH JULY @ 79.85 NOW @93.65 REACHED SHORT TERM TARGET. ENJOY.

MASTEK - TARGET REACHED

MASTEK RECOMMENDED ON 6TH AUGUST @ 120/- NOW @178.60/-  REACHED SHORT TERM TARGET IN 8 TRADING SESSIONS. ENJOY,ENJOY AND ENJOY!!!!

MASTEK - REVIEW

MASTEK RECOMMENDED ON 6TH AUGUST @ 120/- NOW @151/- ENJOY 25% RETURN WITHIN 7 TRADING SESSIONS. HAPPY INDEPENDENCE DAY!!!!!!   

KANPUR PLASTIPACKS - TARGET REACHED

We recommended KANPUR PLASTIPACKS  on July 29th @ 29.70 for target of 35.50. It reached Rs. 36.20  yesterday. 

BUY MASTEK LTD - INVESTMENT CALL

Buy Mastek around 120 levels for the short term delivery  target of 175 with a stop loss of 111.60 . Expecting the stock will touch 200 + within 5 - 6 months.

JK LAKSHMI CEMENT - TARGET REACHED

We recommended JK LAKSHMI CEMENT on July 23rd @ 80/- for target of 95. It reached Rs. 96.55 today. 

Monnet Ispat & Energy Ltd - Short term Buy

Monnet Ispat & Energy Ltd:

BOOK VALUE :- 325.00;  EPS:47.00;  CMP AT 300.00; STOCK LOOKS ATTRACTIVE.BUY FOR 10-15% RETURN IN A MONTH

Kanpur Plastipack Ltd - Buy

Kanpur Plastipack Ltd
CMP  :  29.70
BSE CODE: 507779


     We strongly recommend to buy this stock with a stop loss of Rs.26. On the upper side, the stock will zoom to Rs.35.5 level in the short-term while a close above this level will take it to Rs.40-45 levels in the medium-term.

THINKSOFT GLOBAL - BUY

THINKSOFT GLOBAL
CMP: 79.85
BSE: 533121
NSE:THINKSOFT

    Buy Thinksoft Global around 80 levels for the short term target of 92 with a stop loss of 74. Expecting the stock will touch 100 plus within 2-3 months.

Buy JK Lakshmi Cement - Investment call

JK Lakshmi Cement: BUY

CMP: Rs.80

BSE: 500380

NSE: JKLAKSHMI

We  recommend a buy in the JK Lakshmi Cement  from a short-to-long-term perspective with a stop loss level of Rs.74, level for a price target of Rs.95 and Rs.115-130 thereafter.

Hyderabad Industries

Hyderabad Industries recommended on March 25th For short term target of Rs. 400/- .It reached Rs. 463/- 

Hyderabad Industries - Target reached

Hyderabad Industries recommended on March 25th For short term target of Rs. 400/- .It reached Rs. 418.95/- today.

CLARIS LIFESCIENCES - TARGET REACHED

Claris Lifesciences recomonded on 21 March @ 143.35 for medium term with the target of 200.00 . Its almost reached , high 197.90 on 11th April means within 20 days.

Buy - Jai Balaji Industries for long term

Jai Balaji Industries
BSE : 532976
NSE: JAIBALAJI
CMP: 39.25

Buy Jai Balaji at CMP for a long term one year target of 84.00 with strict stop loss of 34.70

MEDIUM TERM BUY CALL - PUNEET RESINS

BSE Code: 526492

Last Close: Rs.37.25

     Investors can buy this stock with stop loss of Rs.33. On the upper side, the stock will zoom to Rs.48 to Rs.55 levels in the medium-term.

JAGSONPAL PHARMACEUTICALS LTD

Jagsonpal Pharmaceuticals Ltd.  BSE Code: 507789, Last Close: Rs.13.41.

     Investors can buy this stock with stop loss of Rs.12. On the upper side, the stock will zoom to Rs.14 level. A close above will take it to Rs.16.50 to Rs.18 levels in the short term.

STOCKS IN THE NEWS FOR THE WEEK APRIL 16 - 22.

* Ajanta Pharma has shot up siginificantly in the last two months. Time to book partial profit and play safe.

* Share price of Indraprastha Gas has crashed over 30% in single day as PNGRB directed to reduce its selling prices for certain types of gas in New Delhi. Hold on and don’t book losses in panic.

* Paper companies are witnessing some buying interest from certain group of investors. Hold on to JK Paper and TNPL

* At a market cap of Rs.80 crore, Revathi Equipment is worth a punt. In the long run it seems to be a good takeover candidate by some MNC.

* Small tractors are in great demand in foreign markets. M&M, Escorts look good.

* ALSTOM and BGR are in for good times with big orders flowing in from Jyoti Structures and Powergrid for the former and NTPC for the latter.

* MNC counters like Fairfield Atlas, Morganite Crucible, Foseco, BASF India and Federal-Mogul have attracted good investor enquiries and are expected to fetch decent gains on expectation of delisting offers going forward.

* Aries Agro is reportedly faring well with a likely EPS of over Rs.20 in FY12 and Rs.25 in FY13. The share is going cheap.

* A banking analyst strongly recommends United Bank of India with a likely appreciation of about 40%. Buy for decent gain.

* CG Igarashi Motors, which was recently taken over by HBL Power has major expansion plans. The share is poised to advance further.

* AGC Network formerly Avaya Global and taken over by Aegis Global of the Essar Group, is expected to post an EPS of Rs.40+ in FY12. The share is poised to touch Rs.300 shortly.

* One infra analyst strongly recommends the shares of KNR Constructions, MBL Infra and JMC Projects for 30% return in the medium term.

* Torrent Cables is likely to clock an EPS of Rs.20 in FY12. The share has all the potential to appreciate by over 33% in the medium term.

* An Ahmedabad based technical analyst recommends Alstom Projects, IVRCL, Ind-Swift, MT Educare, R.S. Software and Twilight Litaka Pharma to accumulate at every decline.

BEST B

CLARIS LIFESCIENCES - SHORT TERM TERGET REACHED

Claris lifesiences recommended at Rs.143 on 21-march '12 for short term target Rs. 175 reached today trading  at Rs. 174.75 hope you are enjoy.

TOWER TALK

* M&M is the best beneficiary in the auto segment post budget. Even the Disel price hike may not dampen its spirit!

* Bharti Airtel will score over Idea and Rcom as the interest of 'smart’ and 'rare' investors rests here.

* ITC has always had its best moves post budget and swallowed the excise rise smartly. This year, too, it has begun to scale a new high.

* LIC Housing Finance is all set to surpass Rs.400 mark says the market wizard.

* Tamil Nadu raises power tariff, so does poor and ‘aam aadmi's’ Mamata. Will Akhilesh Yadav follow suit?

* Braun, a German healthcare company, has acquired majority stake in Ahlcon Parenteral at a very rich valuation and has come out with open offer at Rs.460 per share. Hold on as at it may soon turn into a delisting story.

* Post the open offer by promoters at Rs.7 per share, the share price of Aksh Optifibre has tripled over the last few months. At market cap of Rs.200 crore, it is a pure sell.

* Provogue (India) is trading arguably cheap at a valuation of Rs.165 crore. Worth buying and holding for a year or so.

* IVRCL counter may see some action with the ongoing race for ownership between Subhach Chandra of Essel and Sudhir Reddy.

* The shares of ITD Cementation can be bought for decent gain as it is likely to post an EPS of Rs.18-20 in the current year. The share is poised to touch Rs.250 mark.

* KNR Constructions is expected to post an EPS of Rs.24 in FY12 and Rs.28-30 in FY13. The share is going cheap and may advance by over 50% in the medium-term.

* With a likely EPS of Rs.18 in FY12 and Rs.22-24 in FY13 post expansion, the share of Pitti Laminations is an excellent buy. The share is poised to touch Rs.100 in the medium-to-short-term.

* The IFB Agro counter is witnessing hectic investment buying on its strong fundamentals. The liquor major is likely to post an EPS of Rs.42-45 in FY12. A conservative P/E of even 8 will take the share price to over Rs.340 mark.

* Some IT analysts are extremely bullish on Zensar Technologies, which is expected to post an EPS of Rs.40 in FY12. A conservative P/E of even 6 will take its share price to Rs.240 in the medium-to-short-term 

* ASM Technologies, a small cap IT firm, is expected to clock an EPS of Rs.22 in FY12 and Rs.28 in FY13. The share is sure to touch Rs.100 mark.

REVIEW OF RECENT RECOMMENDATIONS

We recommend on 25th March Prakash Industries @Rs 45/- and Hyderabad industries @Rs 327/- now trading @ Rs.53.30/- (buyer's ceiling) and Rs 353.45/- Respectively. IVRCL recommends @ Rs.60.05/- on 29th March now trading @ Rs.71/-.   Power of MULTIBAGGER MANIA ......ENJOY

TARGET REACHED IN 2nd TRADING SESSION

NUTRAPLUS PRODUCT(INDIA)LTD RECOMMEND TO BUY FOR LONG TERM YESTERDAY. BUT THE TARGET 26 (30%).. (HIGH 26.60) REACHED IN SECOND TRADING SESSION. ENJOY.

Nutraplus Products (India) Ltd

BSE Code: 524764
Last Close: Rs.19.25
           NutraPlus India Ltd. (NPIL) is a limited company. It was incorporated as a private limited company in February 1990 and commenced the manufacture of APIs and Intermediates in 1995 for the domestic and overseas markets. Its product portfolio includes N Bromo Succinimide, a brominating compound; N Methyl Nitro Guanidine, an intermediate for insecticides; Chlorhexidine Gluconate, an anti infectant; 7-hloroQuinaldine, an intermediate of the Montelukast drug; and M Bromo Anisole, an intermediate of API Tramadol HCL.It has an equity base of Rs.5.20 crore that is supported by reserves of around Rs.4.64 crore. The promoters hold 48.31%, non-promoter corporate bodies hold 1.93%, foreign investors hold 4.85% while the investing public holds 44.84% stake in the company.The Q3FY12 EPS is Rs.2.10 while the nine monthly EPS is Rs.6.06. At the current level, the stock is available at a P/E multiple of just 2.3.
        Just look at its past performance. Every year, the stock has shown fantastic growth in sales and volume, which indicates that the company will do well in future. At the current level, the stock is available at a throwaway price as per the P/E ratio. We are, therefore, recommending to buy this stock for medium-to-long-term investment as the company may report an EPS of Rs.8+ for FY12 and may declare dividend this year. Investors can buy this stock with stop loss of Rs.17. On the upper side, the stock will zoom to Rs.26-30 levels in the medium-to-long-term.

NAVA BHARAT VENTURES LTD - BUY

Nava Bhart Ventures Ltd

BSE : 513023, NSE : NBVENTURES , CMP : 217.25. Buy at 217 - 220 levels for a short term one month target of 240 with sl 195.65. Also recommend to buy for long term with stop loss 199.50.

Essel group acquires 10.2% in IVRCL (CMP 60.05)

MUMBAI: Subhash Chandra-promoted Essel Group has acquired 10.2% in Hyderabad-headquartered IVRCL setting the stage for a possible take-over battle. The Essel Group, which acquired 10.2% through secondary market transactions, said it was keen to increasing its stake.

IVRCL Group`s chief financial officer Balaram Reddy told ET that the company had not received any communication from the Essel Group. IVRCL officials said that chairman and managing director Sudhir Reddy was travelling abroad and has been informed about the block deals.

Entities owned by Reddy together hold 11.2% stake in IVRCL, making the company a potential target for a hostile acquisition.

"In line with its philosophy to grow its infrastructure business to match and benefit from the rising proportion of infrastructure investment by India, the Essel Group has acquired a 10.19% stake in IVRCL and is keen to increase it and is in the process of increasing it," it said in a statement late on Tuesday.

The equity market was abuzz with speculation that Essel Group`s flagship infrastructure company Essel Infraprojects has been acquiring shares of IVRCL through block deals.

Essel, which made the announcement late evening, did not reveal the acquisition cost for the stake but the current market capitalisation of IVRCL stands at 1,612 crore, making the stake worth around 160 crore.

"The Essel Group sees exciting business possibilities to expand its infrastructure portfolio through this investment," Essel Group said. It also said that neither Zee Entertainment Enterprises nor any other

media entity of the Essel Group had participated in the investment. Essel Infraprojects is currently executing road, urban infrastructure, power, water and solid waste water projects. Its infrastructure business order book is worth 27,000 crore. The company currently has six operational projects and a consolidated turnover of 1,250 crore.

Prakash Industries - Buy

Prakash Industries (Rs.45):  price realisation is better in this quarter for all the products like billets, sponge iron, ferro alloys & wire rods. International coal prices have softened in this quarter. Investors can accumulate this stock on dips around Rs.41/43 levels.

Fundamental analysis :-
Expected FY 12 EPS = Rs 19.64
PE ratio at market price = 2.83
Promoter share holding % = 46.48%
Number of pledged shares = 0
Debt to Equity Ratio = 0.41
Book Value = Rs 116.54
Price to Book Value Ratio = 0.48
Dividend yield % = 1.80%
Free Reserves per share = Rs 102

 I have a target of Rs.100 for 1 - 2 years.

Hyderabad Industries - Buy

 Hyderabad Industries (CMP Rs.327/-)  Hyderabad Industries is likely to post an EPS of Rs.70 in FY12. With a book value set to touch Rs.450, it may even announce a liberal bonus.Consider the above all positives investors are strongly recommended to buy it at current levels and add more at declines.I have a target of Rs 400 for short term and Rs. 700 will be achieved in the next 1-2 years.

News for the week 26th March - 1st April

* Elecon Engineering is finally scouting for strategic partnership to raise Rs.150-200 crore. Scrip may attract attention once the deal is done.

* Kobe Steel, Japan, will invest Rs.30 crore in Man Industries to acquire over 3% stake at Rs.165 per share under strategic partnership. Hold on to your position

* Don’t get tempted to buy Muthoot Finance or Manappuram Finance. Scrips may see further correction before they stabilize on account of new RBI regulations for gold loans

* 3i Infotech has got the approval for corporate debt restructuring. This will save the company from a financial crisis to a great extent. Hold on as the scrip may see some upside in coming weeks.

* Some IT analysts are extremely bullish on Zensar Technologies, which is expected to post an EPS of Rs.40 in FY12 and take its share price to Rs.240 in the medium-to-short-term.

* Knowledgeable sources, aver that IFB Agro is likely to register an EPS of Rs.45 in FY12. A reasonable P/E of 8 will take its share price to Rs.360 in the medium-term.

* Hyderabad Industries is likely to post an EPS of Rs.70 in FY12. With a book value set to touch Rs.450, it may even announce a liberal bonus.

* With a likely EPS of Rs.18 in FY12 and Rs.22-24 in FY13 post expansion, Pitti Laminations is an excellent buy. The share is poised to touch Rs.100 in the medium-to-short-term.

* KNR Constructions can be bought at the current level with a target price of Rs.175 in the medium-term.

* Persons close to the management are quietly buying the shares of Torrent Cables. The share is expected to touch Rs.150 in the next 6 months.

* MBL Infra is likely to post an EPS of Rs.35-38 in FY12. The counter is likely to see strong investment buying.

* Ashok Leyland, recommended by Money Times since Rs.24, is now recommended by Jefries, a global investment bank, for a target price of Rs.35.

NIFTY OUTLOOK FOR 22 MARCH

For Intraday Trading today trend deciding level is at 5350. If Nifty Manages to trade above 5350 levels then rally to 5385-5410-5450 can be seen otherwise Nifty below 5350 Nifty could see selling pressure to 5300-5260 levels. However Global cues will continue to influence market trends.

BUY CLARIS

Claris Lifesciences Ltd. 
Code: 533288.
CMP:Rs.143.35


     Claris Lifesciences Ltd. (CLL) is one of the largest sterile injectables pharmaceutical companies in India.It was incorporated in 1994 and is headquartered in Ahmedabad.CLL  has  an  equity  base  of  Rs.63.82  crore  that  is  supported by  huge  reserves  of  around Rs.757.84 crore. The promoters hold 69%. At the current level, the stock is available at a P/E multiple of 13.70. It declared 20% dividend for Cy11.
     
     Investors can buy this stock with stop loss of Rs.135.On the upper side, the stock will zoom to Rs.175 level in the short term and up to Rs.200+ levels in the medium term.

Market out look for march 21st

For intraday trading Nifty is having resistance at 5,305 and 5,340 while the support is there at 5,242 and 5,205. It is very likely that a bounce back may happen once Nifty test its crucial support of 5,171. One should also keep in mind that the government plans to allow oil companies to raise the fuel price once the parliament is over by March 31st which will have a negative impact on the markets.

Opening bell

Nifty (Spot) Support for the day exists at 5230-5200 and Resistance to the up-move is at around 5280-5310. The elections, the monetary policy and the Budget, all the three big events, they are all history right now and the market will focus on global liquidity and global market movements. 

LITTLE OF THIS LITTLE OF THAT

* Stocks of Kewal Kiran clothing, Phoenix Mills, Shoppers Stop, Provogue etc. are recommended as efforts are on to
arrive at consensus for 51% foreign direct investment in multi-brand retail.
* The shares of Oil India (cum 2:3 bonus) are an excellent buy as the stock has fallen due to hikes/cess on crude oil
produced in India.
* Marketmen advise selling the stock of BHEL, Thermax and L & T as no import duty on power equipments has been
levied in the Union Budget. The shares may dip over 10%.
* The shares of  IRB Infra, MBL Infra and Supreme Infra are an excellent buy as the finance minister decreased
withholding tax from 20% to 5% on interest payments on external commercial borrowings for roads and highways sector.
These companies may go in for ECB for their road projects.
* A banking analyst strongly recommends the shares of United Bank of India, which is likely to generate an EPS of Rs.20
in FY12. The share is expected to touch Rs.100 mark.
* Standard Chartered PLC can be bought after Finance Minster Pranab Mukherjee allowed two-way fungibility of Indian
Depository Receipts (IDRs), which are shares issued by foreign companies to list on the Indian exchanges.
* With a likely EPS of Rs.20 in FY12, the shares of Globus Spirits at a P/E of about 5.5 are an excellent buy for 40%
appreciation in the medium-term.
* IT share ASM Technologies is expected to notch an EPS of Rs.22 on its small equity of Rs.5 crore. This can take its share
price to over Rs.100.
* Natco Pharma has won the licence to sell the copy of Bayer’s cancer drug Nexavar. But its share price has run up too
much in the last one month. Time to book profit and not to be greedy.
* Bombay Burmah has sold off Sunmica and Spring business on a slump basis. At market cap of Rs.725 crore, its grossly
overvalued. Book profits immediately.
* In the mid-cap cement sector, Deccan Cements and Sagar Cement are the dark horses. Buy them and hold them for a year.

* Watch out for Balaji Telefilms. Looks extremely bullish on charts and is poised to make new highs. Hold it for a target of Rs.60 in a month or so.

Budget Analysis

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