Saturday 29 December 2012

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 

Friday 14 December 2012

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.

Thursday 6 December 2012

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.

Sunday 2 December 2012

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.