STOCK MARKET LIVE BSE NSE

Weekly ‘MONEY TIMES TALK’

Weekly column ‘MONEY TIMES TALK’ is a very popular round up of stocks / equity markets (BSE / NSE) live news and updates and subtle recommendations from Moneytimes.in

>  PTC India’s Q3FY21 EPS of Rs. 3.61 v/s Rs. 1.64 in Q3FY20 and its 9MFY21 EPS of Rs. 12.84 crossing the full FY20 EPS of Rs. 12.42 points to an FY21 EPS of around Rs. 16. A handsome dividend can be expected and share price is poised for a big jump. Buy.

>  Godrej Properties’ Q4FY21 will be a blockbuster by revenue and profits. With record bookings of Rs. 5915 cr. and the trend continuing, its future is bright. Buy on declines.

>  An Ahmedabad based analyst recommends to buy APM Finvest (PAT rose 261% in Q3FY21), Everest Kanto Cylinder, Faze Three Ltd. (PAT rose 28% in Q3FY21), Gallantt Metal (PAT rose 456% in Q3FY21), Haldyn Glass (PAT rose 81% in Q3FY21), Kanpur Plastipack (PAT rose 423% in Q3FY21), Loyal Textiles (PAT rose 3046% in Q3FY21), Magna Electro, Morepen Lab (PAT rose 149% in Q3FY21), Nitta Gelatine (PAT rose 97% in Q3FY21).

>  J B Chemicals plans to diversify into the cardio metabolic segment and create a new product portfolio. Last year, it also launched a diabetic drug. An excellent investment opportunity.

>  Cement output to rise on the back of huge infrastructure allocations in the Budget and big impetus to affordable housing. Buy Ultratech Cement and Shree Cement.

>  High Energy Batteries posted a superb Q3FY21 EPS of Rs. 59.10 v/s Rs. 13.35 in Q3FY20. Its equity is very small but it has a great future. Add.

>  Most analysts have raised target price of M&M after its stellar Q3 performance. Its Q4 is slated to post better results. Add.

>  Bodal Chemicals is in talks with Mawana Sugar to acquire its Chor-alkali business. Buy Bodal Chemicals.

>  Sunteck Reality plans to invest about Rs. 6000 cr. in and around Mumbai and has acquired large parcels of land in Vasai at rock bottom prices during the pandemic. A nice long time buy.

>  Lupin has received USFDA approval for its generic drug Tavaborole topical solution, an antifungal drug. It posted a profit of Rs. 441.35 cr. in Q3 FY21 v/s a loss of Rs 840.36 cr. in Q3 FY20. A good buy at current rates.

>  VST Tillers Tractors posted Q3FY21 EPS of Rs. 35.68 v/s Rs. 4.02 in Q3FY20. Its 9MFY21 EPS of Rs. 90 makes this share an excellent buy.

>  IRB Infra plans to raise Rs. 2200 cr. via NCDs to repay its existing loan of Rs. 1600 cr. and for other general corporate purposes. The share is a good long term investment bet. Add.

>  Bank of India is on a comeback trail with 9MFY21 EPS of Rs.5.83 from a negative EPS of Rs. 9.10 in 9MFY20. The Budget has set aside big funds to recapitalize this bank. Add.

>  Hindalco’s Q3FY21 profit soared 77% to Rs. 1877 cr. With signs of fresh demand emerging, its the next few quarters will be equally good. Buy.

>  Hero MotoCorp Q3 profits rose 14% to Rs. 1067 cr. YoY despite rising production costs. An interim dividend of Rs. 65 plus a special dividend of Rs. 5/share makes this share a compelling long term investment.

>  Dalmia Bharat’s Q3FY21 profit zoomed 603% to Rs. 183 cr. on higher sales. With big infra money set aside in the Budget, its next two years will be exciting. A good long term buy.

>  Bajaj Electricals reported all-around improvement in Q3. Consumer products revenue was up 34% resulting in EBIT rise of 115% and a NP of Rs. 134 cr. The share merits a buy.

>  HPCL, a Maharatna PSU, posted Q3 EPS of Rs. 15.52 v/s Rs. 4.90 last year. Its 9MFY21 EPS has already crossed Rs. 50 and is an excellent share to add.

>  Gujarat Gas is witnessing substantially high volumes especially from the industrial segment. The strong demand and pricing power will lead to higher profitability. Buy.

>  Meghmani Organics’ Q3 revenue rose to Rs. 657.67 cr. from Rs.522.22 cr. and NP surged to Rs. 106.10 cr. v/s Rs. 76.81 cr in Q3FY20. Its dyes & pigments unit is also faring well. Add.

>  Muthoot Finance, which serves 2 lakh clients per day, presented a good Q3 results. With a capital adequacy ratio above 25%, this stock is a good investment bet.

>  With the automobile industry on an upswing, JBM Auto, an auto components manufacturer, managed to overcome all hurdles in the lockdown. Its better working merits investment.

>  Digispice Technologies, owner of Spice Money, recommended about Rs.22 a month back now trades around Rs.60. As stated earlier, this stock may turn out a 100 bagger. Hold and add more at declines for multifold returns in the short to medium term.

>  V2 Retail came out with excellent Q3 results. This retail stock is a dark horse compared to VMart and D’Mart. Around Rs 145, it’s going cheap. Buy at every decline as it can appreciate 100% from the current level.

>  Goldiam International’s quarterly EPS of Rs.20 makes it a compelling investment idea. It has Rs.300cr. cash against a market cap of just Rs.500cr. and may be the next Vaibhav GLobal. Veteran investor, Ramesh Damani, holds substantial stake in it.

>  Manali Petrochemicals nearly doubled its topline with a Q3 EPS of Rs.5. This only integrated manufacturer of polyols trades cheap at Rs.50 and has the potential to double from current levels.

>  Mangalam Cement from the Birla group posted Q3 EPS of Rs.15. As Century Textiles and Kesoram trade at a substantial premium, a PE multiple of 10x can take its stock price to Rs.500 from the current Rs.265 level. Sachin Bansal holds about 7% stake in it. Will it repeat the magic of JK Tyre after his entry in it? Buy for a 100% gains.

>  Visaka Industries, Hemisphere Properties and Acrysil India recommended two weeks back have appreciated between 20-30%. Safe traders can book profits and re-enter at lower levels.

>  RTS Power, manufacturer of transformers, cables, conductors and galvanised steel wire has notched 483% higher net profit in Q3FY21 is expected to maintain the EPS of Rs 12 in FY21. A reasonable P/E of 7 can take its share price to Rs 84 in the medium term. Accumulate.

>  Indian Bank, which amalgamated Allahabad Bank into itself, has notched Q3FY21 EPS of Rs 4.7, 9MFY21 EPS of Rs 12.6 and can notch FY21 EPS of Rs 18+. A reasonable P/E of 10x can take its share price to Rs 180 mark. Buy.

>  Shakti Pumps, pioneer of energy-efficient pumps & motors and solar energy operated pumps has posted Q3FY21 EPS of Rs. 14.4 and Rs. 24.5 in 9MFY21 and is set to end FY21 with an EPS of Rs 42+ and Rs 60 in FY22. The share may touch Rs 750.

>  Swelect Energy System’s, a leading Solar Power Systems company in the global energy market, has posted 68% higher Q2 EPS of Rs 6.7 and 740% higher H1FY21 EPS of Rs 14.3. It has cash/investments of Rs 390 cr. and share book value of Rs 472. A reasonable P/E of 12x can take its share price to Rs 300 mark on likely FY21 EPS of Rs 30. Buy.

>  Indian Metals & Ferro Alloys posted 610% higher Q3 EPS of Rs 12 and Rs 37 for 9MFY21, which could lead to FY21 EPS of Rs 50+. Strong operational performance & healthy markets helped boost profits. Any imposition of export duty on chrome ore by South Africa will have a positive impact on ferrochrome prices. Accumulate.

>  Sree Rayalaseema Hypo Strength, manufacturer of organic and inorganic chemicals and major producers of calcium hypochlorite and stable bleaching powder and having a 10 MW of power plant and 11.25 MW of wind power, has posted Q2FY21 EPS of Rs 9.4 and Rs 17.3 for H1FY21. It may notch FY21 EPS of Rs 35+ and the share may double from the current level.

>  Eldeco Housing posted 90% higher Q3 EPS of Rs. 88 against Rs 80 in Q2FY21 and 9MFY21 EPS of Rs 204, which may lead to FY21 EPS of Rs 300 on its equity of Rs 2 cr. With robust projects, this share which made a life-time high of Rs 2694 on 29 Jan 2018 is expected to touch Rs 3500+ mark. Buy.

>  Refex Industries engaged in the material handling of coal ash and a specialist manufacturer and re-filler of Refrigerant gases particularly non-Ozone depleting refrigerant gases to replace Chloro-fluoro-carbons (CFCs). With Q2FY21 EPS of Rs 7.6 and Rs 10 in H1FY21, FY21EPS of Rs 25 is likely. Accumulate for 40% gain.

>  MNC with 75% foreign holding, Ineos Styrolutions India has notched Q3FY21 EPS of Rs 58.6 and Rs 67.6 in 9MFY21. With robust demand and high prices, strong margins may lead to mind-blowing FY22 EPS of Rs 200+. Buy for decent gains.

>  Battery and flashlights maker, Eveready Industries raked 180% higher Q3 EPS of Rs 6.7 and 48% higher 9MFY21 EPS of Rs 18 and may post FY21 EPS of Rs. 28. The Burmans of Dabur have hiked their stake to 19.3%. Buy for 30% gain.

Disclaimer: The views and investment tips expressed by investment experts on Moneytimes.in are their own; however ExpresPost.in does not guarantee the accuracy, adequacy or completeness of any information. Readers are advised to check with certified experts before taking any investment decision.

Reporter

  • EP News Service
    EP News Service

    Crisp, and to the point news coverage from India and around the world.

    View Reporter News

Related News