Sunday, 8 April 2012

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.

No comments:

Post a Comment