Weekly ‘MONEY TIMES TALK’
- EP News Service
- Mar 15, 2021

The 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
> Adani Power was the only Adani stock lacking market power. But it has finally started showing strength. People in the know recommend buying this stock for double the price from hereon.
> Railtel is the sole provider of networking as well as internet and WIFI on the railway lines and stations. This monopoly stock can turn out to be another IRCTC. Buy it at every decline for multi-bagger gains.
> Promoters of Deepak Fertilizers have been buying shares from the open market as its Phenol prices have skyrocketed. Can it repeat the upsurge of Deepak Nitrite?
> Maruti is witnessing 55% growth in CNG car sales due to rising fuel prices. Everest Kanto Cylinders, which supplies to cylinders to Maruti could see a good spurt in coming days.
> Datamatics Global Services, a global IT Consulting, BPM and Data Management Company, which sold its 62.5% in Cignex for Rs 124 cr. has notched 112% higher Q3 EPS of Rs 3.8 (FV: Rs 5). Having reduced operating costs, it may post FY21 EPS of Rs 13. The share may appreciate by 25% going forward. Buy.
> Pitti Engineering, an integrated and complete engineering solutions provider has expanded its capacity from 36,000 to 46,000 TPA for sheet metal components in engineering products has notched 45% higher Q3 EPS of Rs 3.2 and may notch FY21 EPS of Rs 10. A reasonable P/E of 8 will take its share price to Rs 80. Buy.
> Battery and flashlights maker, Eveready Industries notched 180% higher Q3 EPS of Rs 6.7, 48% higher 9MFY21 EPS of Rs 18 and may post FY21 EPS of Rs 28. Recently, the Dabur promoters have increased their stake to 19.3%. Buy for decent gain of 30%.
> Sree Rayalaseema Hypo Strength, manufacturer of organic and inorganic chemicals and a major producer of calcium hypochlorite and stable bleaching powder having a 10 MW of power plant and 11.25 MW of wind power has posted Q3FY21 EPS of Rs 9.4 and Rs 17.3 in H1FY21. It may notch FY21 EPS of over Rs 35+. Buy for 30% appreciation.
> Indian Bank, which made a life-time high of Rs 428 in Nov 2017 and amalgamated Allahabad Bank with itself, has notched Q3FY21 EPS of Rs 4.7 and 9MFY21 EPS of Rs 12.6. It is likely to notch FY21 EPS of Rs 18+, which could rise to Rs 25 in FY22. A reasonable P/E of 12x can take its share price to Rs 216 in the medium term and Rs 300 thereafter. Buy\Add.
> Nile Limited, the largest Lead Acid Battery recycler with 2MW wind farm has posted Q3FY21 EPS of Rs 20 and 9MFY21 EPS of Rs 27. It may post FY21 EPS of Rs 50 and Rs 75 in FY22. Buy for 30% gain.
> Jindal Poly Films has notched 63% higher Q3 EPS of Rs 45, 69% higher 9MFY21 EPS of Rs 128, which could lead to FY21 EPS of Rs 175. Heavy investment buying has been reported in the counter. A conservative P/E of even 7x can take its share price to Rs 1200+.
> Talbros Automotive Components has won orders worth Rs.304 cr. spread over 5 years. It has notched Q3FY21 EPS of Rs 8.5 and may garner an EPS of Rs 18 in FY21 and over Rs 28 in FY22. Buy.
> Godawari Power & Ispat has notched Q3FY21 EPS of Rs 46, 9MFY21 EPS of Rs 88.4 and may end FY21 with an EPS of Rs 120. The share can advance by 40% going forward. Buy.
> Great Eastern Shipping to buy a second hand Supramax Bulk Carrier of about 56,103 DWT. It is eyeing Shipping Corporation of India from the government. Its share can touch Rs 600 as it may notch an EPS of Rs 60+ in FY21. Accumulate
> ISGEC Heavy Engineering has received orders for boilers from Shree Cements and others. With solid orders in hand, it is expected to notch an EPS of Rs 30 in FY21 and its share may head towards the Rs. 600 mark.
> Vehicle scrappage policy is likely to be rolled out soon. MSTC will be the major beneficiary of this policy. Buy for a target of Rs. 450.
> Asian Granito has corrected from its recent high of Rs.300 on huge volumes. It appears the selling has been absorbed and the stock has made a base of Rs.160. Tile companies are likely to post good Q4 results with the boom in housing. Buy for a strong turnaround and a target of Rs. 360.
> Indiabulls Real Estate to merge with the Embassy group, which will become one of the largest real estate players in the country. With Embassy as the promoter, it can be on a super growth track. Buy with a target of Rs.260.
> CRISIL forecasts cement companies to post 13% volume growth on the back of the infra push by the Govt. Cement prices have already begun rising. Buy Ultratech Cement, Shree Cement and JK Lakshmi Cement for decent gains.
> PTC India is in line to declare a second interim dividend. Its working is good and its book value is also very high. A must buy for a definite price rise.
> India Glycols to receive Rs.650 cr. from Clariant for its share in their JV and for transferring its assets to manufacture and market Ethylene Oxide derivatives that have multiple industrial and consumer applications. Buy India Glycols.
> Packaging is where the profit lies. Buy Cosmo Films for multi-bagger gains in the next one year. Money Times recommended this scrip at Rs. 490 a fortnight back. Today it is around Rs. 670. Keep adding.
> Goa based IG Petro, which produces chemicals for the paints industry, will benefit by the growing demand. Considering its high around Rs. 850, at Rs. 502, it merits a buy.
> NOCIL, the leader in Rubber specialty chemicals, reports higher volumes and rising profits. Its share can rise 50% in a year and is a safe investment bet in times of high volatility.
> Keerti Knowledge, an ISO:9001:2015 certified small cap educational business, offers affordable education and claims to have trained over 5 lakh candidates. At Rs. 30, this stock is good for long term investors. Buy for two years.
> Mazgaon Docks has built INS Karanj, India’s third Scorpene class submarine. Further orders to follow as the Indian Navy is short of nuclear powered attack submarines. Buy Mazgaon Docks for big gains.
> IDBI Bank is out of RBI’s Prompt Corrective Action after 4 years. The bank has recast its operations and good times are expected to return. Add it at these beaten down prices.
> M & M has lined up over a billion dollars to power its electric vehicle (EV) play and stay ahead. This evergreen share is still undervalued. Add.
> Borosil Renewables will benefit by the import duty and a countervailing duty and a basic customs duty on the range of solar glass being imported from Malaysia. Add.
> Quick Heal proposes to buyback 63.26 lakh shares at Rs. 245 per share totalling Rs. 155 cr. Around Rs. 204, it offers an excellent opportunity for short term gains. Buy.
> REC declared second interim dividend of Rs. 5 and PFC has declared a handsome interim dividend of Rs.8. Both scrips must be retained for final dividends and a likely bonus. Add.
> Reliance Defence has a trial order for 41000 light machine guns. The product will be launched shortly and will contribute to the turnaround of Reliance Infrastructure. Start adding.
> Praj Industries has a big order of Rs. 6000 cr. from HPCL to set up its compressed biogas plant in UP within a year. An excellent long term investment. Buy.
> Subex has good volumes of software products & services to communications service providers across the world. Many analysts feel the stock can double from Rs.39 in a year. Risk bearing investors may enter with strict stop loss limits.
> Bharat Dynamics’ portable anti-tank guided missile with Al-imaging infrared seeker has ample export orders on hand. A very good pick from the defence sector. Buy for long term.
> Alembic Pharma has won approval for 12 of the 16 abbreviated new drug applications (ANDAs). Its muted Q3 results will soon be a matter of the past with better times ahead. Add.
> Multiplex chain, PVR, intends to invest Rs. 150 cr. in cinemas. A good long-term share.
> M&M is eyeing a 26% Govt. stake in BEML, which is likely to be divested. Positive for the Company. Add.
> Mahanagar Gas has given top priority to expand its pipeline distribution network. With rising petrol and diesel prices, it stands to post much better numbers hereafter. Add.
> Container Corpn., India’s largest container service provider, is optimistic about its working given the pricing of its services on the back of rising volumes. A good share to add.
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.
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