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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

REC’s FY21 Revenue rose to Rs. 35,552.68 cr v/s Rs. 29,903.93 cr in FY20 and EPS shot up from Rs. 25.18 to Rs. 42.42. After an interim dividend of Rs. 12, a final dividend of Rs. 3-5 is likely. This Navratna PSU is also a bonus candidate. Buy.

JTL Infra, a star trading house and among the fastest growing steel tubes manufacturers, has doubled profits and is on a huge expansion drive. Listed on the BSE only, buy this scrip for hefty gains.

Dollar Industries, the innerwear major, posted FY21 EPS of Rs. 15.04. The industry as a whole is performing well. Add.

M&M has clarified those past impairments will not pose a big number in the future. Although the previous quarter failed to come up to investors’ expectations, the share remains a good bet.

A Gujarat based analyst recommends to buy Den Networks, GP Petroleums (Gulf Petro), Lemon Tree Hotels, Praj Industries, Pioneer Embroideries, Reliance Power, Renuka Sugars, Sunteck Realty, Tourism Finance Corporation of India and Va Tech Wabag.

Coal India managed to retain production and offtake momentum last month. The Company has lined up big investment plans for the next few years. A good long term investment story. Add.

Pune based developer Kolte Patil posted Q4 profit of Rs. 20.90 cr v/s loss of Rs. 2.18 cr in Q4FY20 on 34% rise in sales. The management is confident of better performance in the current year. Buy.

Suzlon Energy has an order to install 120 units of S-120 40m wind turbine generators with Hybrid lattice Towers with a rated capacity of 2.1MW each in Sidhpur, Gujarat. This low-priced share may be added for the long term.

Salasar Techo reported robust Q4 earnings. Apart from a final dividend of Rs. 1, the Company declared 1:1 bonus. Add.

Liquor giant Radico Khaitan’s Q4 PAT jumped 91% to Rs. 73.55 cr on a sale of Rs. 694 cr. The Company has reduced its debt by Rs. 184 cr. and it is confident of a better FY22. Add.

TVS Motor’s auto sales surged 183.31% to 1,66,889 units last month. Its future is indeed bright. Buy.

PE firm Carlyle is set to acquire controlling stake in PNB Housing. This share is destined to go places. Add.

Nahar Poly Films posted FY21 EPS of Rs. 20.92 v/s Rs. 13.38. Its book value of Rs. 110 is near to its current price. The industry is faring well and although it has a conservative pay out policy, the share may be added in small quantities.

Aurobindo Pharma posted excellent Q4 & FY21 results. On a turnover of Rs. 24,774.63 cr, NP stood at Rs. 5338.57 cr., resulting into an EPS of Rs. 91.04. Buy at every decline.

High Energy Batteries’ hi-tech batteries are in demand in aerospace, defence and communications. It posted FY21 NP of Rs. 102.24 cr. v/s Rs. 31.25 cr. in FY20 on its tiny equity of Rs. 1.79 cr. Buy and hold for three years for multi-bagger returns. Even LIC holds 7.8% stake

Rangoli Tradecom, a small sized BSE SME company, reported excellent earnings. With revenue of Rs.1187.27 cr., PAT at Rs. 50.72 cr. and an EPS of Rs. 61.54, it deserves attention. The share may soon be promoted to the main platform. Buy immediately.

HFCL is participating in the govt.’s PLI scheme and benefit from the big incentives to companies in the communications sector. The share price can rise by 50% in a years’ time. Buy immediately.

The government is striving to make India self-reliant in defence equipment’s & weapons and has banned many items that were imported earlier. A big opportunity for Bharat Dynamics, BHEL, Mstar, HAL, Bharat Forge and Mazgon Docks. Add depending upon your risk profile.

Firm cement prices despite the lockdown augurs well for cement makers. Buy Ramco Cement.

Money Times had recommended Themis Medicare three weeks back at around Rs. 350. The share price has more than doubled to around Rs. 820. Book partial profits and convert the proceeds to Guj Themis.

APL Apollo, which makes structural steel tubes and pipes, reported yet another fantastic quarter with EPS of Rs. 9.55 v/s Rs. 4.53. FY21 EPS rose to Rs. 28.91 v/s Rs. 19.43 in FY20 and the trend is likely to continue. Its PE multiple around 49 is high. So add in small quantities depending upon your risk appetite.

Although Motherson Sumi has strong fundamentals and huge expansion plans, its share price has run up too fast. An EPS of Rs. 1.23 and share price of around Rs. 251 with a PE multiple of over 200 makes it very expensive. Sell now and consider buying later.

Ratnamani Metals is an undiscovered blue chip. It has just completed a massive expansion and has no dearth of orders.

Oracle Financial Services remains a most conservatively valued IT scrip. Patient investors will gain.

Hemisphere Properties finally shows signs of life after a dull 3 months. Massive volumes with a rise in price in the past 2 days indicate accumulation by interested parties. This stock can double from the current level.

Gujarat State Petronet is heading towards a debt-free status. It has declared excellent results and is the owner of Gujarat Gas Ltd., which is doing exceedingly well

Dhunseri Ventures, which is setting up a Rs.400 cr., 45,000 TPA polyester packaging plant, has notched Q4 EPS of Rs 33.7 and FY21 EPS of Rs 66.3. A reasonable P/E of 8.5x, can take the share price to Rs 563 in the medium term.

Cignity Technologies serving 200+ industry Active clients including 50+ Fortune 500 customers in 13 countries with diversified verticals has posted Q4 EPS of Rs 9 and FY21 EPS of Rs 38. Heavy investment buying witnessed in the counter could take its share price to Rs 550+ in the medium term. Buy.

With a market cap of Rs.3993 cr., Hemisphere Properties was part of the disinvestment by the govt. in Tata Communications Ltd. has land banks of 739.69 acres in Delhi, Pune, Chennai & Kolkata valued at Rs. 19000 Cr. Although except two land parcels, all others are tied-up in litigation, huge value unlocking is expected in this counter with an IAS officer set to resolve the issue.

Technocraft Industries India, which makes drum closures, scaffoldings, formworks, yarn & fabrics and engineering and design and with a power plant of 15 MW has notched Q3FY21 EPS of Rs 17 and9MFY21 EPS of Rs 39.3, is expected to garner FY21 EPS of Rs 55. The share can touch Rs 550 on a P/E of 10x. Buy.

Nava Bharat Ventures manufacturing all kinds of ferroalloys is now a multinational operating in India, Europe, Middle East, South East Asia and Africa. It posted Q3FY21 EPS of Rs 7.3 and 9MFY21 EPS of Rs18 and may post consolidated FY21 EPS of Rs 28. It is selling its sugar plants and its share may gain of over 40% in the medium term. Buy.

Shree Ajit Pulp & Paper Mills with a capacity of 1,08,000 TPA is one of the top producers of recycled Kraft Paper. It posted Q3FY21 EPS of Rs 18.1 and 9MFY21 EPS of Rs 27, which could lead to FY21 EPS of Rs 40+ on its small equity of Rs 5.3 cr. A reasonable P/E of 10x can take its share price to Rs 400. Buy.

Welspun Corp sold its plates and coil mills division to JSW Steel for Rs 848.5 cr. and will sell a 43 MW power plant to Welspun Captive Power Generation for Rs 66.9 cr. In May 21, it also bagged a Rs 777 cr. order from the Middle East and is expected to notch FY21 EPS of Rs 25. Shareholders can expect a hefty dividend. Buy.

Bajaj Steel Industries the only company producing machinery for all cotton ginning technologies has posted an EPS of Rs 33.9 (FV Rs 5) in Q3FY21 and Rs 70 for 9MFY21, which could lead to FY21 EPS of Rs 100. Present in USA, it could tap the US & global markets. The share is poised to touch Rs 750 at a P/E of 7.5x.

Samkrg Pistons & Rings, which made a lifetime high of Rs 379 on 15 Jan 2018, and exports 25% products to over 24 countries has posted Q3FY21 EPS of Rs 7.6 and may post FY21 EPS of Rs 18 on revival in the auto sector. The share may cross the Rs 200 mark. Buy.

GHCL manufacturer of soda ash (25% market share) and home textiles along with a captive power plant posted 35% higher Q4FY21 EPS of Rs 11.7 and FY21 EPS of Rs 34.3. Post expansion of soda ash and proposed demerger of textiles and chemical business, it could fetch a decent gain of 30% in the medium term.

Indian Metals & Ferro Alloys has notched 610% higher Q3FY21 EPS of Rs 12 and Rs 37 in 9MFY21, which could lead to FY21 EPS of Rs 50+ on strong operational performance. It also expects imposition of export duty on chrome ore from South Africa to have a positive impact on ferrochrome prices. Accumulate.

Tide water has shown a dream run from Rs.4500 to Rs.12670 in the last 20 days. GP Petroleums Ltd also does the same business and sells its products under the brand name of “IPOL”. Co posted bumper numbers in Q3 and now the street expects a strong set of numbers in Q4 from this Co. Buy GULFPETRO shares for 50% gain in the medium term.

On world environment day PM NARENDRA MODI will launch ethanol based initiatives to accelerate the adoption of biofules and advance green energy solutions for a sustainable and healthy future.Big positive for Praj ind and sugar stocks.Technically above 498 praj ind may be in very strong bullish zone.

Pioneer Embroideries’ FY21 PAT zoomed 137% and it has proposed a dividend. Its special polyester filament yarn manufacturing facility with 3 embroidery & lace manufacturing units sell products under the brands ‘SILKOLITE’ & ‘HAKOBA’. Given the growing demand and higher margins, it may emerge as a multi-bagger of FY22-23. Buy for decent gains.

Jubiliant Industries, formerly VAM Organics, is one of the largest manufacturers of poly vinyl acetate in the world. And its adhesive ‘JIVANJOR’ is the 2nd largest after Fevicol. It is now demerging the two businesses to enhance shareholder returns. All other group cos. has been multi-baggers and so will this soon.

Anjani Portland Cement from the Chettinad group is doing well and is on an expansion spree through inorganic routes and has nearly doubled its capacity. The stock trades cheap and can give a quick 50% return.

Suven Life Sciences’ promoters have raised their stake by 20% by allotting warrants to themselves @ Rs.82. As promoters are so bullish on the co., it makes sense to buy and forget this share for the long term.

Jubiliant Industries, formerly VAM Organics, is one of the largest manufacturers of poly vinyl acetate in the world. And its adhesive ‘JIVANJOR’ is the 2nd largest after Fevicol. It is now demerging the two businesses to enhance shareholder returns. All other group cos. have been multi-baggers and so will this soon.

Anjani Portland Cement from the Chettinad group is doing well and is on an expansion spree through inorganic routes and has nearly doubled its capacity. The stock trades cheap and can give a quick 50% return.

Hemisphere Properties finally shows signs of life after a dull 3 months. Massive volumes with a rise in price in the past 2 days indicate accumulation by interested parties. This stock can double from the current level.

Suven Life Sciences’ promoters have raised their stake by 20% by allotting warrants to themselves @ Rs.82. As promoters are so bullish on the co., it makes sense to buy and forget this share for the long term.

DCM SHRIRAM Industries with presence in Sugar, Ethanol & Speciality chemicals trades at a P/E multiple of just 6. The stock is a good buy for 30% returns in the short term.

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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