We are excited to bring to you a weekly column ‘MONEY TIMES TALK’ a very popular round up of stocks / equity markets (BSE / NSE) live news and updates and subtle recommendations from Moneytimes.in

> Agarwal Industrial produces bitumen and by-products used in road making is faring well. The thrust to infrastructure will help it post better results going forward. Add.

> Allcargo plans to bid for PSU Container Corp. and is in talks with some big PE investors. If it succeeds, the share will zoom. Add.

> Wipro seeks $1bn overseas to part fund the takeover of British IT consultancy company Capco. Wipro remains one of the best buys in this market. Add.

> Mtar Tech has some of the most elite clients and its order book grew at a CAGR of 31% between FY18 – FY20. Risk bearing investors may enter for 100% gains.

> An Ahmedabad based analyst recommends to buy Flex Foods, Haldyn Glass, Pioneer Embroderies, Pressman and Rajoo Engineers (Likely to be the multibagger of 2021-22)

> Nalco a PSU with a dividend yield of around 8% is being accumulated by Mutual Funds and Financial Institutions. An excellent buy for the long term.

> Aditya Birla Fashions, leader in the ethnic wear market, is adding some top brands to its growing list. The share of this luxury apparel maker must be added for colourful profits.

> Bajaj Finance to augment its dividend distribution policy and pay 15-25% of allocable surplus to the shareholders. This will boost stakeholders’ confidence in the company. Add.

> Godrej Properties has raised Rs. 3750 cr. via QIP placement to buy large land parcels and develop them for affordable housing. The future of the industry also looks good. Add.

> ITC to demerge into 2-3 smaller entities in different businesses with a view to unlock value. Risk bearing investors may enter.

> Adani Ports to partner with John Keells Holdings and Sri Lankan Port Authority develop a port & terminal on a BOT basis for a period of 35 years with 51% stake. An excellent long term buy.

> DLF to raise Rs. 500 cr. by secured, rated, listed, redeemable, non-convertible debentures in tranches to fund expansion. The future looks good and the share may be added.

> PNB has incorporated a wholly owned subsidiary PNB Cards & Services to boost its profitability. The Bank is on a comeback trail and can be added with a long term perspective.

> The tide is turning for RIL. Its Gross Refinery Margin is improving, the oil to chemicals business, Jio and other retail businesses are also doing well. Right time to add.

> BPCL’s stake sale in Numaligarh Refinery are likely flow to in the coming few months. Nice time to accumulate.

> After a big correction and turning ex-dividend (Rs. 8 per share), PFC looks very attractive around Rs. 123. A final dividend is possible apart from it being a bonus candidate. Start accumulating.

> Vodafone Idea subscriber growth has surprised even analysts. It looks the company is on a turnaround wicket. A good idea to add in small quantities with a horizon of about 2 years.

> Adani Green has raised $ 1.35 bn to fund its 1.69 GW hybrid unit. The company is going great guns and must be added in small lots.

> Coal India is looking into new businesses to cut its funding needs. This cash rich Maha Navratna deserves a permanent place in every model portfolio. Add.

> L&T Tech is outperforming the BSE IT index and is expected to pick up pace on the back of offshoring and higher utilisation which boosts its top-line growth. Although the stock looks expensive at a PE of 31, it is still a good add.

> Defence major  HAL will soon be included in the rejigged FTSE midcap index. The share price which is already very attractive may rise on sentiments. Buy.

> UBS has upgraded its ratings on JSW Steel from neutral to buy as it declared the highest ever Q3 profit and the performance is likely to continue. A nice share to accumulate.

> Shares of Saregama and Tips Industries have zoomed because of their digital library and tie-ups with streaming giants. Shemaroo with its vast movie library is a hidden gem in this space. The stock trades cheap at Rs.70 and can turn out a multi-bagger.

> Onmobile Global after a 25% rise is back to the recommended level. Remember, it trades at a market cap of just Rs.1000cr and even a single hit game can change the fortunes of this company.

> TVS Srichakra is expanding to meet the exponential demand for its tyres. The stock trades cheap and has corrected nearly 20% from its recent highs. Market grapevine is abuzz as some savvy investors call it a mini MRF. Buy at every decline.

> Kabra Extrusiontechnik makes lithium ion batteries ‘Battrixx’ for 2-3-4 wheelers, which is also sold online. Although the stock has already zoomed near 100% in recent months, it can turn out to be a multi-bagger even from hereon.

> Meghmani Organics is set to demerge the Finechem business into a separate listed entity to enhance shareholder value. The stock may appreciate a quick 50%.

> Bank of India, which traded around Rs. 600+ in 2010, could be the first PSB to be privatised. This stock now trades below Rs.70 level and can easily zoom 100%+.

> Deepak Fertilizers, Everest Kanto, Adani Power recommended last week – rose 10-15% in a rather poor market conditions.

> New India Assurance is at a very steep valuation at Rs.165 compared to its private sector peers and around 80% discount to its IPO price of Rs.800. On the list for disinvestment, this share can fetch big returns. Buy for a target of Rs.300.

> Greaves Cotton manufactures engines for electric vehicles and has set up an e-mobility plant at Ranipet in Tamil Nadu to produce 100,000 units of e-2wheelers and is also working on EV charging infrastructure. This new business will create tremendous growth. Buy for a target of Rs.180.

> Technocraft Industries has notched Q3FY21 EPS of Rs 17 and 9MFY21 EPS of Rs 39.3 and could garner an EPS of Rs 55 in FY21. The share trading at a forward P/E of 6.2x can touch Rs 550 at a P/E of 10x. Buy.

> GIC Housing Finance in which Govt holds 42% has reported 329% higher EPS of Rs 11.3 in Q3FY21. Buy for 25% gain.

> Suryaamba Spinning has garnered an EPS of Rs 8.3 in FY20 and is expected to notch an EPS of Rs 14 in FY21 and Rs 22 in FY21 on its small equity of Rs 2.9 cr. The share can double from the current level.

> Amarjothi Spinning>  posted 61% higher Q3EPS of Rs 7.6 in and 17% higher EPS of Rs 16.9 in 9MFY21, which may lead to an EPS of Rs 25 in FY21 on its small equity of Rs 6.8 cr. The share may cross the Rs 150 mark. Accumulate.

> GHCL manufacturing soda ash and home textiles has notched Q3 EPS of Rs 12.4 and 9MFY21 EPS of Rs 22.6 is undergoing expansion and is expected to post FY21 EPS of Rs 34+. Buy for a decent 30% gain in the medium term.

> GNFC posted 114% higher Q3 EPS of Rs 15.6 and 45% higher 9MFY21 EPS of Rs 24.9, which could take FY21 EPS to Rs 42. The share, which made a life-time high of Rs 548 on 24 Oct 2017, has the potential to touch Rs 420 mark. Accumulate.

> Coral Laboratories with low equity of Rs 3.6 cr. and book value of Rs 365 has notched 106% higher Q3 EPS of Rs13 and 324% higher 9MFY21 EPS of Rs 33 leading to FY21 EPS of Rs 50. A reasonable P/E of 10x can take the share price to Rs 500 in the medium term.

> Vindhya Telelinks has notched Q3 EPS of Rs 48 and 9MFY21EPS of Rs 130 i which may lead to FY21 EPS of Rs 180. The share trading at a forward P/E of 4.6x is expected to double from the current level. Buy.

> Kirloskar Oil Engines has notched 44% higherQ3 EPS of Rs 4.6 and is expected to garner FY21 EPS of Rs 13. Some analysts project a target of over Rs 225 for it in the medium term. Accumulate.

> Heavy investment buying seen in Vedanta Ltd as the share trades at a forward P/E of just 4.6x on likely FY21 EPS of Rs 50 and is grossly undervalued. It is unlikely to receive a good response to its buy-back offer at Rs 235. A conservative P/E of 6.5x can take its share price to Rs 325. Buy.

> Kaveri Seed is expected to notch an EPS of Rs 60 in FY21. A reasonable P/E of 14x can take its share price to Rs 840. Accumulate.

> Faze Three Autofab in the business of automotive fabric and seating systems catering is expected to notch FY21 EPS of Rs 11 as against Rs 8.4 in FY20. The share is likely to double from the current level.

> Venus Remedies has notched Q3 EPS of Rs 9.4 and 9MFY21 EPS of Rs 21.6 leading to a likely FY21 EPS of Rs 30 and Rs 40 in FY22. The share is expected to touch Rs 400 mark. Buy.

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