✓ IOL Chemicals posted an excellent FY21 with PAT of Rs. 444.56 cr. v/s Rs.359.79 cr. and EPS of Rs. 76.21 v/s Rs. 63.51 and stepped the dividend from Rs.4 to Rs.6. The expansion underway is financed by internal accruals. Add.

✓ Asahi Songwon Colors posted FY21 EBITA rise of 44% and declared a dividend of Rs. 3.50 on an EPS of Rs. 26.29 v/s Rs. 18.60 in FY20. The stock merits a buy.

✓ Analyst are giving a big thumps up to Bharat Forge on expectations of rising exports and defense orders. Add.

✓ The fortunes of Indiabulls Housing are changing after its recent tie-up with HDFC Bank. DIIs and FIIs are also adding the share to their holdings. Its asset light balance sheet and expectation of another dividend can fuel another rally. Add.

✓ A Gujarat based analyst recommends to buy Archit Organosys, BSE, Den Networks, Hindustan Construction Co.,Lasa Supergenerics, Munjal Auto, Music Broadcast(Radio City), Mrs. Bector’s Food Specialities, RDB Realty Infrastructure, Shilpa Medicare and Tourism Finance Corporation of India.

✓ Big defence warship orders are flowing to Indian makers. As a contrarian call, it makes sense to buy Reliance Naval around Rs. 3 as it may be taken over by some giant.

✓ The management of PNB has guided that the Bank may notch a PAT of Rs. 6000 cr. from Rs. 2000 cr. FY21. Add for multi-bagger returns.

✓ Bank of Baroda will set-off Rs. 11048 cr. loss against the share premium account. It makes no difference in the financials and its capital adequacy ratio will fall and create a false panic in the market. Stay away for some time.

✓ Water technology major, Va Tech Wabag’s Q4 profits were higher by 57% at Rs. 47 cr. Revenue from operations topped Rs. 999 cr. An excellent long term investment. Add.

✓ Teamlease Services, a leading Human Resources company, posted a stellar Q4 with NP rising to Rs 19.6 crore from a net loss of Rs 29.4 crore in Q4FY20. All its businesses have surpassed the pre-Covid levels with strong headcount growth. Add.

✓ The Govt. has approved 708 proposals for construction of 3.61 lakh houses under the PMAY (urban) scheme. HUDCO will be a big beneficiary. Buy.

✓ A sudden jump in the share price of Titan Biotech is indicative of superlative results, which are around the corner. Buy this multi-bagger before it is too late.

✓ The unlocking process has begun. Wonderla Holidays is likely to bounce back soon. Start accumulating at these beaten down rates.

✓ Fairchem Organics has been posting better results. This small cap company reported FY21 EPS of Rs. 32.63 v/s Rs. 26.65 last year. A good long term investment.

✓ Marksans Pharma has issued convertible warrants to its promoters and other QIP investors convertible into shares at Rs. 74 per share. Retail investors may take a cue and add.

✓ The Management of Power Grid is scheduled to meet after a week to consider the issue of bonus share. The Company is a good long term buy. Add.

✓ Suven Pharma has entered in a tech transfer deal with CSIR-IICT for COVID-19 drug Molnupiravir and 2-DG. A positive for the Company. Add.

✓ Tide Water to consider splitting of its share, issue bonus shares and dec ide on payment of dividend. Its consolidated net profit jumped 58% to Rs 36.66 cr. on 19.6% rise in net sales to Rs 364.68 crore in Q4 FY21.

✓ Anil Ambani has made it clear that he will increase his holding in Reliance Infra. SBI too has withdrawn the ‘fraud’ tag on some ADAG companies. This news will help boost its share price. Add.

✓ Cables and wires major, Polycab plans to double its revenue by 2026. Profits are expected to rise faster on the back of robust demand and rising prices. Add.

✓ Cera Sanitaryware posted Q4 NP at Rs. 49.26 cr. translating into a quarterly EPS of Rs. 35.19. FY21 EPS was Rs. 77.45 v/s. Rs. 28.63 last year. The share must be added.

✓ Mazagon Docks posted an excellent FY21 with NP at Rs. 527.65 cr. translating into an EPS of Rs. 25.48 v/s Rs. 21.09 last year. Buy for huge returns as this defence PSU bags order after order.

✓ Talbros Engineering, a leading manufacturer of Axle Shafts for OEMs is a strong company with a share book value of Rs 124. It posted Q3 EPS of Rs 7.3 and Rs 6.3 in Q2FY21 is expected to notch FY21 EPS of Rs 25. Buy.

✓ Cash rich Manaksia Ltd. has notched 176% Q3 EPS of Rs 4 and 9MFY21 EPS of Rs 9.3. Itpaid a dividend of Rs 10.5/share (FV Rs 2) or 525% in FY20 and is likely to notch FY21 EPS of Rs 15. Buy for 50% gain.

✓ DOT has issued the guidelines for Rs. 12,200 cr. PLI (Production-Linked Incentive) scheme for telecom and networking equipment manufacturers like Sterlite Technologies, ITI, Birla Cable, Vindhya Telelinks, Tejas Network and Universal Cables. Vindhya Telelinks is grossly underpriced considering a likely FY21 EPS of Rs 180. Buy.

✓ Asian Granito has notched 170% higher Q4 EPS of Rs 6.2 and 33% higher FY21 EPS of Rs 18.6. A higher cash EPS of Rs 26 in FY21 would make it debt-free going forward and notch FY22 EPS of Rs 28+. The share, which made a lifetime high of Rs 617 on 15 Jan 2018, could cross the Rs 300 mark. Accumulate.

✓ Universal Starch-Chem engaged in the starch business and liquid glucose and dextrose has notched Q3FY21 EPS of Rs 5.7 and 9MFY21 EPS of Rs 8.6 on its small equity of Rs 4.6 cr. This could lead to an EPS of Rs 15 in FY21. The share is expected to fetch 50% appreciation.

✓ NDTV, an independent broadcasting network, has posted 241% higher EPS of Rs 4.1 (FV Rs 4) and 189% higher FY21 EPS of Rs 11 and may post FY22 EPS of Rs 15+. The share could cross the Rs 120 mark in the medium term. Add.

✓ Deccan Cements, manufacturer of a wide variety of cements, has posted 725% higher Q3 EPS of Rs 24 and 56% higher 9MFY21 EPS of Rs 66, which could take FY21 EPS to Rs 90 on

its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1280 on 28 April 2017 is poised to double in the medium-to-short term. Buy.

✓ Eveready Industries notched 180% higher Q3 EPS of Rs 6.7 and 48% higher 9MFY21 EPS of Rs 18 and may post FY21 EPS of Rs 28. Recently, the Dabur promoters increased their stake to 19.3%. Buy for decent gain of 25%.

✓ Rain Industries, one of the largest calcined petroleum coke manufacturer with interests in cement, coal tar distillation and specialty chemicals manufacturers having facilities has notched 90% higher Q1CY21 EPS of Rs 6.1, which could lead to CY21 EPS of Rs 25. The share may touch Rs 250 mark.

✓ Indian Metals & Ferro Alloys has notched Q4 EPS of Rs 24 and FY21 EPS of Rs 62 on the back of strong operational performance and healthy market conditions. The imposition of export duty on chrome ore by South Africa will have a positive impact on ferrochrome prices. Accumulate for 30% gain.

✓ Escorts Ltd, an automotive engineering co. in the agri-machinery, tractors, construction machinery, material handling, and railway equipment etc. has notched 67% higherFY21 EPS of Rs 92. People in the know expect FY22 EPS of over Rs 110. Buy for 30% gain.

✓ Gallant Metal, which has an integrated steel plant for sponge iron, mild steel billets, TMT bars etc. has notched 344% higher Q3 EPS of Rs 4 and 194% higher 9MFY21 EPS of Rs 5.3, which could lead to FY21 EPS of over Rs 10. Buy for 30% gain.

✓ Standard Greases and Specialities, a leading lubricating grease manufacturer in Asia and Andrew Yule have bought 350100 shares in organic chemical manufacturer Archit Organosys as it posted an encouraging 9MFY21 and expects to turn around in Q4. Buy it on BSE for hefty gains.

✓ Tourism Finance Corporation’s stellar Q4 with NP rising 49% to Rs. 18.18 cr. v/s Rs. 12.17 cr. last year is an invitation to buy as its management is optimistic about the future as unlocking begins. The stock trades cheap and can give a quick 50% return.

✓ Mukesh Ambani group’s media stocks displayed a strong run -up last week. DEN Network recorded a strong technical break out on record weekly volumes. It is a good buy for 30% returns in the short term.

✓ Lasa Supergenerics, a leading manufacturer of veterinary and human APIs, has added a new product Oxyclozanide, which is in huge demand. Buy for good returns in short to medium term.

✓ Munjal Auto, a Hero MotoCorp group company, posted mind blowing FY21 results with 401% higher PAT of Rs. 20.63 crore on 72.74% higher sales of Rs.2134.38 crore. Buy for decent return in the short to medium term.

✓ Colgate kaa abhi bhi jawab nahin. The company has posted super results but the stock is available at an attractive valuation lower than the FMCG pack.

✓ Chyawanprash is good for health, even more so for Dabur in the pandemic as demand exceeds supply. Even its ‘Red’ toothpaste is doing well.

✓ Gilette has a cutting edge as it is available at much lower valuation than its historical multiple.

✓ The 20% ethanol blending in petrol in future from the current 10% will benefit Gulshan Polyols, a debt free co.,that manufactures grain based ethanol. The share trades cheap @Rs.170 and has yet to participate in the ethanol based rally in sugar stocks. It can double from hereon.

✓ NELCO, a Tata group co., to amalgamate Tata Net Services into itself. Tata Net is an internet service provider and a VSAT line provider. A huge positive for the co. Buy at every decline for multi-bagger gains.

✓ Digispice Technologies recommended at Rs.30 last week has doubled at Rs.60. The stock started correcting after inclusion in the T group and ASM list. Any dip near Rs.40-45 levels would be a good buying opportunity afresh.

✓ Shemaroo Music has become the 21st most subscribed YOU TUBE channel in the world. Shemaroo Entertainment can monetize its vast content library the way Saregama turned around after its new CEO monetized its library. Keep Shemaroo on your radar.

✓ BN Rathi Securities posted the highest ever profit for FY21 but the stock is well below its all-time high of Rs.52. It is trading at an attractive PE of 4 and 0.6 times to Book value with 4% dividend yield. It may give 50% returns within 1 year.

✓ Easy Trip Planner is a zero debt co. and only profitable player providing comprehensive travel services. It ranks 2nd by booking volume and 3rd by booking revenues and has tiedup with Just Dial Ltd to provide Air Travel Services. The stock could give 2x to 3x return.

✓ Shilpa Medicare has tied-up with Dr. Reddy`s Labs for production & supply of Sputnik V vaccine. It is expected to manufacture 100 – 200 mn doses of vaccine. It’s a good buy for good returns in the near term.

✓ Hindustan Construction Company`s JV won an order of Rs. 1147 cr. for construction of 7.95 km of Chennai Metro Rail apart from metro work in Mumbai, Delhi, Pune & Bangalore. Stock could give superb 2x-3x returns.