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.

> Vivo Biotech is a full service CRO offering drug development & discovery services. It is well – equipped and offers the full spectrum of analytical studies for crop protection agents and industrial chemicals. The promoters are raising their stake and company has announced an expansion to meet the rising demand.

> Deepak Nitrite’s excellent Q1FY22 with 105% higher revenue and 205% higher NP at Rs 302 cr. YoY is faring exceedingly well with its basic chemicals and Fine & Specialty chemicals division are on the growth path. Add.

> EKI Energy Services, a micro-cap dealing in carbon credits with equity of Rs. 5.05 cr. posted a 414% Q1 EPS growth to Rs.37.02 v/s Rs. 8.94 in Q1 FY21. Volumes and PAT margins are rising fast. Cautious buying in small quantities advised.

> GMR Infra, which runs Delhi, Nagpur, Hyderabad airports is constructing Goa & Bhogapuram (AP) airports. It now plans to develop Nagpur airport. A good long term buy.

> Metal stocks are tumbling on the bourses, but the commodity market is likely to remain strong. Add Nalco, NMDC, SAIL, and Hindustan Zinc.

> A veteran market man recommends to buy Ajanta Soya, GMR Infra, Haldyn Glass, Panchsheel Organics and Sika International.

> Coal India has a capex target of Rs 17K cr. for FY22. The demand for coal is rising and higher price realizations merit a re-rating. Buy this high dividend paying Navaratna PSU for long term.

> High valuations should not be a barrier to price gains in high growth companies. Take advantage of falling prices and buy Happiest Minds and KPIT Technologies.

> Godrej Industries has emerged stronger after Covid-19 relaxations. With Q1 EPS of Rs 4.12 v/s Rs. 2.04 in Q1 FY21, it is likely to double its FY21 EPS of Rs. 9.04. Buy.

> Rama Steel Tubes tripled its Q1FY22 revenue to Rs. 142.57 cr. from Rs. 48.17 cr. in Q1FY21. With Q1 EPS at Rs. 4.18 v/s a negative EPS of Rs. 1.14 YoY, the stock looks attractive. Add.

> Tube Investments, makers of BSA and Hercules bicycles, to launch electric 3-wheeler passenger vehicles in March 2022 and enter the auto rickshaw and cargo segment. A good long-term investment.

> The govt. has declared its policy for the next sugar season that will raise the ethanol procurement rate. Buy Rana Sugars and Bajaj Hindustan.

> Lupin has launched an Asthama inhaler drug in UK – a generic alternative to Fostair. Its Q1FY22 NP soared 404.30% to Rs. 548.16 cr. on 22.2% rise in revenue to over Rs. 4237 cr. (YoY) An excellent long term buy.

> With a big jump in profits, Ajooni Biotech plans a big expansion and will soon launch a Rights issue to fund the capex. Long term prospects look good. Add.

> HCL Tech has signed a contract with Munich Re, a leading reinsurer, to create a new generation digital workplace for its workforce across 40 countries. A big positive for higher profitability. Add.

> M&M is ramping up its EV capacity and funding plans are already on the drawing board. Hopes of a rights issue can trigger share price hike. A safe investment bet when market looks fully priced.

> With glitches out of the way, HDFC Bank plans to issue about 3 lakh credit cards per month in the next few quarters. The share price may move up sentimentally on this news.

> Sobha Ltd. not only cut debt but also boosted sales in Q1FY22 despite challenges. A good share to add.

> Gravita to buy scrap from large telecom players, UPS OEMs, IT & ITES units, and automobile workshops to recycle lead and lead alloys. Promoters are also raising their stake. Buy.

> Since Jan 2021, FPI investments in the Cement sector has risen by 46% given the boom in the sector. Deccan Cements posted a fantastic FY21 and still better Q1FY22. It has the potential to double in a year’s time. A big Buy.

> Bajaj Finserve to venture into mutual funds as MF penetration in the country is low. All Bajaj group cos. are faring well in the market. This share can also rise further. Buy.

> Marksans Pharma has the USFDA nod for Acetaminophen, a generic version of Tylenol, to treat a variety of pains & aches and to reduce fever. Promoters are also raising their stake. Add.

> Aurobindo Pharma’s arm Eugia has received USFDA nod for Cyclophosphamide Injection used in the treatment of cancers & tumours. With 482 ANDA approvals from USFDA makes this company a great buy.

> Recently listed Aptus Value Housing is a retail-focused housing finance company that serves the low and middle-income self-employed customers in rural and semi-urban India. It is one of the largest housing finance companies in South India withj of AUM of Rs. 3790.93 cr. as on 31/12/20. This stock could touch Rs 540.

> Driven by growth in NIM and higher RoA & RoE, Karur Vysya Bank is a good pick. Its asset quality is not much affected by the Covid 2nd wave. Both FIIs & DIIs have raised their holding in Q1FY22. Ace investor, Ashish Dhawan, has also raised his stake from 1.74% to 1.89%. This share could touch Rs 62.

> Everest Kanto is firing on all cylinders. It is financing its expansion mostly by internal accruals and will turn debt-free in one year. The share is valued very conservatively and is sure to be re-rated.

> Federal Mogul, the auto components multinational, is faring better than the industry. Its debt-free status makes it attractive for the medium term.

> Uflex is undervalued compared to its peers in the packaging industry. Expansion in capacity will ensure better performance in future.

> Stel Holdings, the holding co. of the Harsh Goenka group trades around 30% of its intrinsic value. Its book value stands at Rs.420 v/s cmp of Rs.138. The promoter group has been buying from the market in the past 2 weeks indicating that some value un-locking may happen. A good value buy in these volatile times.

> With textile exports recording double digit growth, keep Sarla Performance Fibres on your radar as this100% EOU manufacturing of specialized and value added yarns can easily appreciate by 50% from the current level.

> TRAI has asked DOT to allow Indian cos. to obtain bandwidth from foreign based satellites. This paves the way for NELCO-Telesat to begin its operations along with OneWeb of Bharti. Buy Tata group’s Nelco at every decline for multi-bagger gains.

> Venky’s India and Kabra Extrusion recommended last week have surged over 20% each in one week

> Arvind Fashion – Recommended a few months back has given a return of 100%.

> Allied Digital Services has won a Rs.600 cr. order from a global auto major to be executed at Rs. 100 cr. per year. This is 30% of the current top-line from a single client. With a market cap of Rs 360cr and top-line of 350 cr., it is trading at very low multiples. Buy for a target of Rs.95.

> Indian Bank is stronger after Allahabad Bank merged with it. Its FY21 EPS of Rs.28 may rise to Rs.36 in FY22. It trades at less than 4 times FY22E earnings and 0.4 times of book value. Both FIIs & DIIs have increased their stake. Buy for 50% gains within 1 year.

> Denis Chem Lab, which is into sterile intravenous injectables posted 250% higher Q1 NP of Rs.1.61 cr. v/s Rs.46 lakh in Q1FY21. Stock is available at an attractive valuation around Rs.58 against its high Rs.205. Buy for good return in the short term.

> Haldyn Glass is a leader in soda lime flint and amber glass containers for pharma, liquor, cosmetics and food & beverages. It posted Q1FY22 net profit of Rs.2.16 cr. v/s loss of Rs.3.03 cr.in Q1FY21. Its small equity of Rs.5.38 cr. is supported by huge reserves of Rs.138.67 cr. All glass stocks trade at very high PE but Haldyn Glass is available cheap valuation. Buy for very good return in the medium to long term.

> Sika Interplant System focused on aerospace & defence is available cum 40% dividend. On its very small equity of Rs.4.24 cr., it posted Q1 net profit of Rs. 4.09 cr. with EPS of Rs.9.65. Stock looks very attractive buy for medium to long term.

> MK Exim (India) is a growth-oriented business enterprise with operations and expansion in multiple domains having manufacturing facilities for fabric, readymade garments and jewellery has notched 257% higher Q1FY22 EPS of Rs 2.7 against Rs 10.6 in FY21. This could lead to an EPS of Rs 14 in FY22. The share may cross the Rs 100 mark.

> KIC Metaliks, the backward integrated state-of-the-art technology Annular Sinter plant of 3,36,600 MTPA converts iron ore fines and coke fines into coarse grained iron ore sinter has notched Q1FY22 EPS of Rs 3 against minus Rs 1.2 in Q1FY21, which may lead to FY22 EPS of Rs 10 v/s Rs 3 in FY21 on its equity of Rs 7.1 cr. Buy for 50% gain.

> Jammu & Kashmir Bank posted 1000% higher Q1FY22 EPS of Rs 1.4. The bank is expected to garner an EPS of Rs 8 in FY22 against FY21 EPS of Rs 6. The share is expected to fetch a gain of 50%. Buy.

> Sree Rayalaseema Hypo Strength, manufacturer of organic and inorganic chemicals for almost all industries with a 10MW power plant and 11.25 MW of wind power has posted 34% higher Q1 EPS of Rs 10.6 against Rs 35.3 in FY21, which may lead to FY22 EPS of Rs 45. The share has all the potential to gain 50%. Accumulate.

> Pondy Oxides, manufacturer of Lead Metal and alloys used for automotive and industrial use has notched 322% higher Q1FY22 EPS of Rs 14.8. Based on the current going, POL is expected to post FY22 EPS of about Rs 45+. The share made an all-time high of Rs 779 on 24 Oct 2017 could fetch a decent gain of 50-60%. Buy.

> Uflex Ltd, the market leader in flexible packaging, has notched 34% higher Q1 EPS of Rs 36.6 against FY21 EPS of Rs 117. With a likely FY22 EPS of Rs 140, the share may cross the Rs 840 mark in the medium term, Buy.

> Universal Starch-Chem engaged in the starch business and liquid glucose and dextrose products catering to the Food, Pharmaceutical, Textile, Paper & Adhesive industries has notched 862% higher FY21 EPS of Rs 15, which may rise to FY22 EPS of Rs 18 on its small equity of Rs 4.6 cr. The share is expected to gain 30%. Accumulate.

> INEOS Styrolution, a 75% MNC, is the leading global styrenics supplier with with world-class production facilities for products in the automotive, electronics, packaging, household, construction, healthcare, toys and sports sectors has notched Q1FY22 EPS of Rs 49 against FY21 EPS of Rs 157.5. This could lead to FY22 EPS of over Rs 200. Buy for 25% gain.

> The Rs 310 cr. expansion initiated by Meghmani Organics will vastly improve its fundamentals with the management targeting sales of Rs 3,000 cr. in FY24. The share is poised for a quantum jump going forward. FY22 EPS could touch Rs 12+. Accumulate.

> Escorts Ltd, an Indian multinational and automotive engineering operating co. in the agri-machinery, tractors, construction machinery, material handling, and railway equipment etc. has notched 67% higher EPS of Rs 18 in Q1FY22. This could lead to an FY22 EPS of over Rs 90 in FY22. Buy for 20% gain.

> Intense Technologies with two decades in telecom, banking & finance, manufacturing, energy & utilities and insurance verticals having customers in 45 countries offers dynamic digital platforms globally to transform digital customer experiences for Fortune 500 clients has notched Q1FY22 EPS of Rs 5.3 (on small equity of Rs 4.5 cr.) which could lead to an EPS of Rs 15 in FY22. The share may fetch a decent gain of 30-40%. Buy.

> Shreyans Industries with 94, 000 TPA capacity of writing & printing paper has notched 35% higherQ1 EPS of Rs 6.6 against Rs 6.4 in FY21. This could take FY22 EPS to Rs 20+. The share is expected to touch the Rs 160 mark.

> Thirumalai Chemicals producing 15 chemicals including phthalic anhydride, maleic acid and fine chemicals exported to 34 countries has notched Q1FY22 EPS of Rs 6.4 against Rs 11.5 in FY21. Buy for 33% gain.

> Talbros Engineering, a leading manufacturer of Axle Shafts for OEMs servicing Passenger Vehicles, Commercial Vehicle, Off-road and Tractor segments with four plants has reported 1000% higher Q1FY22 EPS of Rs 9.2 against FY21 EPS of Rs 21.2, which could lead to FY22 EPS of Rs 40+ . The share, which made a lifetime high of Rs 824 on 11 Oct 2017 is expected to touch Rs 480 in the medium term. Buy.

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.