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Weekly ‘MONEY TIMES TALK’

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 Money Times.

> Power Mech Projects has bagged an order worth Rs. 9,294 cr. for Mining Development and Operation Project from Central Coalfields Ltd, the duration of which is 25 years. A big buy.

> Thyrocare has been acquired by Pharmaeasy for Rs. 4546 cr. for 66.1% stake makes the share an attractive bet. An open offer may follow for retail investors. Add.

> Glenmark has received USFDA approval for generic lung cancer drug Nintedanib for the American market. A big positive. Add.

> The Railways plans to makeover more than 60 railway stations. A big chunk of the order may flow to NBCC. Buy.

> A Gujarat based analyst recommends to buy Coffee Day Enterprises, Fluidomat cum 32.5% dividend, Geojit Financial, Lahoti Overseas cum 20% dividend, Sterlite Technologies, South India Paper Mills and Zee learn.

> A big turnaround in the performance of Mawana Sugars with EPS of Rs. 18.72 v/s negative Rs. 21.19 makes it an excellent investment opportunity.

> Laurus Labs has received a licence from DRDO to manufacture and market 2-Deoxy-D-Glucose (2DG) for treatment of Covid-19 for defense personnel. A positive for the company.

> NCL’s FY21 NP soared to Rs. 144.47 cr v/s Rs. 50.96 cr last year. The EPS has jumped from Rs. 11.26 to Rs. 32.65 this year. Add.

> Geojit Financial Services posted its highest ever sales, operating profit and net profit in FY21. Its PAT grew 162% to Rs.123.16 cr. Due to the non-stop rally broking stocks will remain in the limelight. Geojit’s all time high was Rs147 but now it is trading at Rs.76. Add for quick gains.

> Coffee Day Enterprises may revive as its 3000+ coffee vending machines may be sold to stronger hands and help it reduce its debt. It has also tied with a florist to sell flowers at its 250+ outlets with a share in sale revenue. Buy for a big turnaround.

> Rudra Global listed is a leading TMT bar manufacturer well-known in Gujarat. Company posted its highest ever operating profit and Q4 net profit of Rs. 9.90 cr. while it is available at market cap of just Rs.67 cr. It can be a future multi-bagger.

> NPPA grants 50% price hike for Ibuprofen. As IOL Chemicals is the world’s largest Ibuprofen manufacturer, it will get huge benefit. Add for a big up-move.

> Olectra is into Power Insulators and Electric Buses. Company posted the highest ever sales & operating profit in FY21 and has reduced its debt in FY21. Electric vehicles is the biggest theme of the future. Add for 2x returns.

> Zee Learn is revolutionising education with the fastest growing chain of K-12 schools with ‘Mount Litera Zee School’ and Asia’s No 1 pre-school network ‘Kidzee’ in its portfolio. With the open up theme, stock will remain in limelight in coming days. Add for fast returns.

> Technocraft Industries overcame the Covid-19 lull to post FY21 EPS of Rs. 53.19 v/s Rs. 50.15 in FY20. Add.

> Titan Securities holds about 33% stake in Titan Biotech (around 27.76 lakh shares). The share is available at a throwaway price of Rs. 16.25. An excellent buy at the current price.

> Prakash Industries, which is strongly placed both in the power and steel sectors, is a cherry-picking opportunity. The promoters intend to enhance the stake via QPP warrants. Buy.

> The footwear industry is responding to the strong pent-up demand. Buy Khadim for handsome gains.

> Savita Oil’s FY21 EPS of Rs. 159.61 v/s Rs. 67.55 in FY20 merits a better share price. The Company bought back 2.51 lakh shares at Rs. 1400 each and declared Rs.15 dividend. The share price can double in a year. Buy.

> HAL’s excellent Q4 EPS of Rs. 48.50 and FY21 EPS of Rs. 96.87, points to a big buying opportunity. This debt-free co. with a book value of over Rs.460 has huge orders and its share price can jump 50% during the year. Buy.

> Ansal Housing gets Rs. 100 cr from a govt. backed special window for affordable and mid income housing fund for its stalled project in Bengaluru, which will boost its working. Add.

> Reliance has announced a mega petchem project in UAE at an investment of $ 1.5 bn as a JV with state run Abu Dhabi National Co. An excellent long term investment bet.

> Some top analysts are bullish on the Aluminum sector and NALCO is one of its best bet being one of the lowest cost producers in the world. Accumulate.

> The price of Ibuprofen is rising globally. IOL Chemicals will be the biggest beneficiary being the largest producer and is ramping up production. The share may touch Rs. 1000. Buy.

> Marico’s volumes grew 10% in Q1FY22 whereas revenue growth was around 30%. This leading FMCG company deserves a place in every model portfolio.

> Deccan Cements’ FY21 EPS more than doubled to Rs. 82. The counter witnesses rising volumes and the share looks ready for a big breakout. Buy.

> Gayatri Projects has defaulted in repayment of its debt of Rs. 34.77 cr. and its four accounts have been declared as NPAs by the bank. Sell and stay away.

> Volumes of Indoco Remedies have risen to around 66 lakh. Investors are advised to remain cautious when making an investment in this counter.

> Debt free IST Ltd., manufacturer of auto components and precision parts has noted 71% higher Q4 EPS of Rs 22.6 and 18% higher FY21 EPS of Rs 82, which could lead to FY22 EPS of Rs 100 and the share could touch Rs 1000. It has cash & cash equivalent of Rs 595 cr. and investment in property worth Rs 238 cr. Buy.

> Ajanta Soya, manufacturer of vanaspati and cooking oils with application products for a bakery like biscuits, puffs, pastries etc. has posted 459% higher Q4 EPS of Rs 5.9 and 155% higher FY21 EPS of Rs 15.6. Buy for 30% appreciation.

> Technocraft Industries, which makes drum closures, scaffolding, formwork, yarn & fabrics, engineering and design with a 15MW power plant, has notched 88% higher Q4 EPS of Rs 14.9 and 20% higher FY21 EPS of Rs 53.2 and is expected to garner FY22 EPS of Rs 65. The share can touch Rs 662 at a PE multiple of 12.5x. Buy.

> Bajaj Steel Industries, the only company producing machinery for all cotton ginning technologies, has posted 517% higher Q4 EPS of Rs 57 (FV Rs 5) and 178% higherFY21 EPS of Rs 126 on its tiny equity of Rs 2.6 cr. Having tapped global markets for the proposed expansion, the share can touch Rs 1575 with a P/E of 12.5x. A strong bonus candidate. Buy.

> Rain Industries, one of the largest calcined petroleum coke, cement, tar distillation, specialty chemicals manufacturer having facilities in 8 countries across 3 continents has notched 90% higher Q1CY21 EPS of Rs 6.1, which could lead to CY21 EPS of Rs 25. The share could touch the Rs 250 mark.

> Shree Ajit Pulp & Paper Mills with a production capacity of 1,08,000 TPA is one of the top recycled Kraft Paper manufacturers. It has posted 35% higher Q4 EPS of Rs 17.9 and 20% higher FY21 EPS of Rs 44.8 on its small equity of Rs 5.3 cr. A reasonable P/E of 10x can take its share price to Rs 448. Buy.

> Dhunseri Ventures, which is setting up a 45,000 TPA polyester packaging plant for Rs 400 cr. and two profitable ventures with the Lohia group of Thailand has notched consolidated Q4 EPS of Rs 33.7 and FY21 EPS of Rs 66.3. The share may double in the medium term.

> Vindhya Telelinks, which is into telecom cables and EPC business has noted 203% higher Q4 EPS of Rs 98 and 14% higher FY21 EPS of Rs 228, will be virtually debt-free with strong cash flows within two years. A P/E of 10x could take its share price to Rs 2280 in the medium-to-long term. Add.

> Jasch Industries, which is into PU, PVC and PU resins and machines with applications in automotive upholstery, footwear, synthetic leather, technical garments, etc. expanded the PVC coated fabrics capacity by 20% in FY21 that led to 238% higher Q4 EPS of Rs 4.4 and 150% higher FY21EPS of Rs 10. It may notch FY22 EPS of Rs 16. Buy for 30% appreciation.

> Savita Oil Technologies into petroleum specialty products marketing its products in over 75 countries has posted 362% higher Q4 EPS of Rs 67.2 and 136% higher FY21 EPS of Rs 159, which could take FY22 EPS to Rs 200. The share can fetch a decent gain of 40%. Buy.

> TVS Electronics, which is the market leader in printers, barcode scanners, POS machines etc. is foraying into the medical devices segment. This share may repeat the success of Poly Medicure after it ventured into this field. The stock trades cheap at Rs.170 and can give multi-bagger returns.

> RPSG Ventures has 54% stake in Firstsource Solutions Ltd.(FSL) worth Rs.7000 cr while it is available at a mktcap of just Rs.1500 cr not to mention its other businesses. Thus one gets FSL at Rs.40 when buying the share of RPSG Ventures. Holding cos. are the new flavour especially as they are always available at a discount.

> GIC Housing posted a blockbuster Q4 EPS of Rs.14. With interest rates at rock bottom and likely to revive from here, this stock available at a forward PE multiple of 5x can easily double from the current level.

> Abakkus Fund (managed by Sunil Singhania) bought IIFL Finance last week @ Rs.240. Given that all its stock picks have turned out 3-4x after its entry, one can buy IIFL Finance at every dip for medium to long term gains.

> With Crude settling comfortably above $70mark, Alphageo India which offers seismic and other related services to the oil exploration and production sector can see better days going ahead. Buy for a short term period.

> Nelco recommended last week @ Rs.270 went on to make a high of Rs.400+ appreciating more than 35% in less than a week.

> Mastek Ltd. gets full benefit of synergy after acquisition of a cloud services provider and the juggernaut rolls on.

> Kirloskar Ferrous is expanding fast. Its reasonable valuation makes it a worthy buy.

> Dabur Ltd. is expanding to meet the growing demand. The stock has a lot of upside.

> With 2.84 billion customers and presence in 74 countries with 17.97 million apps OnMobile Global Ltd. provides end-to-end mobile entertainment solutions that include platform, content partnerships, and professional services to carriers across the globe. This share can touch Rs. 250.

> HPL Electric & Power is the 5th largest LED manufacturer and the largest manufacturer of on-load changeover switches. It has a DE ratio of 0.73x and its share quotes at just 0.62 times its book value. A market leader available cheap that can easily double.

> B&A Plantation posted FY21 EPS of Rs.48. Given the strong Tea prices, its FY22 results will be much better. Buy for 50% gains.

> South based NCL Industries posted 48% growth in FY21 sales and 300% jump in profits. It has grown from cement to Bison panels, pre-fab homes, hydro power etc. The stock trades at a PE multiple of 6x. Buy for 50% gains.

Disclaimer: The views and investment tips expressed by investment experts on Money Times 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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