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.

> Grasim has approved Rs 5000 cr capex for its foray into Paints of which Rs 2600 cr will be expended this fiscal. Paints is a lucrative business and it would be prudent to add.

> IOC plans to invest around Rs 1 lakh crore over the next 4-5 years to add about 25 MMTPA to its current capacity of 80.2 MMTPA. The company is also a good dividend play. Add.

> Goldiam International to announce a buyback on the 13 Sept. This share has potential to go up on sentimental demand. Add.

> Volumes and share price of HAL is rising practically every day. The company has big orders from the Defence Ministry and is a good share for the long term. Buy.

> A veteran market man recommends to buy BSL Ltd., Bal Pharma, Duncan Engineering, Faze Three Autofab, Foods & Inns, Hercules Hoists, Jaysynth Dyestuff , KPI Global Infra, Polyspin Exports, Rana Sugars and Vedavaag System.

> Bharti Airtel to raise Rs. 21000 cr via a rights issue (one share for every 14 held at Rs. 535 per share) The money is needed for upcoming payment of about Rs. 13000 cr for spectrum payments and 5G auctions. Add.

> Maruti output may fall further due Malaysian lockdown (reason = shortage of semiconductors). This may have a dampening effect on its stock price. Sell now buy later.

> Indian coal imports are rising. An opportunity for Coal India to ramp up production. Add.

> Shilpa Medicare has received DGCI nod for ‘2-Deoxy-2-Glucose’ used for the treatment of adjunct therapy in moderate to severe Covid-19 cases. The share may be added.

> As per reports, festive demand may spark demand for 5lakh temporary hirings. Recruiters are also in high demand as firms chase tech talents. Buy Teamlease Services.

> JK Cement has lined up a Rs. 3000 capex to boost capacity from 15 MMT to 23 MMT in about 2 years. The upcoming plant at Hamirpur in UP will be commissioned in some time. Add.

> Volumes and share price of Indiabulls Housing has started improving as it is on track to disburse Rs. 2000 cr. per month against Rs. 800 cr. per month. It is likely to raise Rs. 1000 cr. this month to augment is resources. Buy.

> The management of Apollo Tyres has stated in the media that demand for its tyres is gradually rising and will result in better profitability. Add.

> KPR Mills has mulled a 5:1 stock split. Its expansions are also on track and the working continues to remain strong. Buy.

> Vedanta has declared an interim dividend of Rs. 18.50, which reflects the investor friendly attitude of its management. towards smaller investors. A good long term buy.

> After a brief correction, the share of High Energy Batteries has started rising again. With a tiny equity of Rs. 1.79 cr. and heavy defense orders on hand, this share is an excellent buy.

> Volumes of United Spirits are soaring and charts suggest a big breakout. Punters may enter with a strict stop loss.

>  Adani Ports posted a 21% YoY jump in its August 21 cargo volumes. Its share price may rise on expectations of better profits. Add.

> Kitex Garments has approval from Telengana govt. to expand capacitiy of readymade garments at a capex Rs. 1000 cr., which will provided employment to about 4000 people. Buy.

> Natco Pharma’s Canadian unit has launched Nat-Lenalidomide capsules, the generic alternative to Revlimid, to treat multiple myeloma in patients who are not eligible for stem cell transplant. A big buy opportunity.

> Cement prices have reportedly risen by Rs. 30 per bag. Deccan Cements, which posted super FY21 & Q1FY22 results, is now adding capacities. Buy for huge gains.

> Nahar Industrial Enterprises, a vertically-integrated textile manufacturer with a 2500 TCD sugar unit has posted Q1FY22 EPS of Rs 8.7. This could lead to FY22 EPS of about Rs 30 and the share is expected to double from the current level. Buy.

> Dhunseri Ventures, which is into polyester and PET packaging is diversifying into the lucrative polyfilms. It notched Q1FY22 consolidated EPS of Rs 27.7, which may lead to FY22 EPS of Rs 100+ against FY21 consolidated EPS of Rs 66.3. The share may double from the current level in the medium term. Buy.

> Shilp Gravures is the pioneer and undisputed leader in Electro-Mechanical Engraving, has garnered 1433% higher Q1 EPS of Rs 4.6, which could lead to FY22 EPS of Rs 20 against FY21 EPS of Rs 16.7 on its small equity of Rs 6.1 cr. The share, which made a lifetime of Rs 180 on 11 Oct 2017 is expected to advance by 40%. Buy.

> Technocraft Industries India, which manufactures drum closures, scaffolding, formwork, yarn & fabrics and engineering and design and has a 15MW power plant has notched 145% higher Q1 EPS of Rs 28.6, which could lead to FY22 EPS of Rs 85 against FY21 EPS of Rs 53.2. The share has the potential to touch Rs 1062 at a P/E of 12.5x. Buy.

> Gujarat Craft Industries, manufacturer and exporter of PP/ HDPE coated woven products with diverse products like PE Tarpaulin, Plastic Sheeting, PP /HDPE Woven Fabric, Woven Sacks, Flexible Intermediate Bulk Containers/Bulk bags exports 80% of production has notched 31% higher Q1 EPS of Rs 4.7, which may lead to FY22 EPS of Rs 15+ against FY21 EPS of Rs 7.2. The share may cross the Rs 100 mark. Buy.

> Alphageo (India), a provider of seismic survey data, processor of 2D and 3D seismic data and interpretation services for oil exploration and production has notched Q1 EPS of Rs 23 Vs minus Rs 22.5 (YoY) on a small equity of Rs 6.4 cr. This could lead to FY22 EPS of Rs 50+ and the share may cross the Rs 600 mark. Accumulate.

> Morganite Crucible, 75% MNC of Morgan Metal, UK manufactures Silicon Carbide and clay graphite crucibles used to produce non-ferrous alloys has posted 1104% higher Q1 EPS of Rs 12 on its tiny equity of Rs 2.8 cr. This could lead to FY22 EPS of Rs 60. The share is poised to gain over 75% from the current level. Buy.

> The GNFC share is going cheap as it posted Q4FY21 EPS of Rs 20, which could lead to FY22 EPS of Rs 65 against FY21 EPS of Rs 45. The share, which made a lifetime high of Rs 548 on 24 Oct 2018, could fetch a decent gain of 40%. Buy.

> Rajapalayam Mills, a Ramco Cement group co. manufactures & exports a wide range of yarns. Its 14% stake in Ramco Cements, 9.7% in Ramco Industries and 2.4% in Ramco Systems is valued at Rs 3,675 cr. It has garnered 598% higher Q1 EPS of Rs 41.4, which could lead to FY22 EPS of Rs 140 against FY21 EPS of Rs 117.6. A P/E of 12x could take its share price to Rs 1680 in the medium term. A must in every portfolio.

> Apar Industries, which is into Conductors, Cables, Speciality Oil and Lubricants exported to 100 countries has notched Q1 EPS of Rs 16.3 v/s – Rs 6 (YoY), which could lead to FY22 EPS of Rs 65+ as against FY21 EPS of Rs 42. The Rs 1.8 lakh cr. investment in power transmission between FY21-25 and 100% Railway electrification drive augur well for its future. A reasonable P/E of 14.5x can take its share price to Rs 942 in the medium term. Buy.

> Heavy investment buying is noticed in the counter of Vedanta Ltd as the mining major achieved 312% higher EPS of Rs 11.4 in Q1FY22, which could lead to FY22 EPS of Rs 50 against Rs 32 in FY21. A reasonable P/E of 10x could take its share price to Rs 500. Buy cum interim dividend of Rs 18.50.

> Faze Three Autofab, manufacturer of automotive textiles, posted its highest ever profit for FY21 and 209% higher Q1FY22 net profit of Rs.3.11 v/s Rs.1.01 in Q1FY21. Veteran HNI, Ashish Kacholia, bought 675688 shares of its sister co. Faze Three. Buy for good medium to long term returns. A close above Rs.135, can take it above Rs.150.Promoters hold 74.92%.

> 40 year old BSL Ltd. posted Q1FY22 net profit of Rs.2.53 cr. v/s loss of Rs.5.70 cr. in Q1FY21. Promoters hold 56.44% of its small equity of Rs.10.29 cr.,insurance cos. hold 2.85% & veteran HNI Sangeetha S holds 4.04%. Stock is available at PE of only 7. Buy for good returns in short to medium term.

> Cash rich James Warren Tea may be a multi-bagger. With 7 tea estates and market cap of Rs.145 cr. and reserves of Rs.106 cr. you get huge tea estates for just Rs.39 cr. Available at PE of just 4.5x, trailing EPS of Rs.62 and promoter holding of 72.5%. Buy for good returns.

>  Foods & Inn processor of fruits pulp & vegetables posted 346% higher Q1 net profit of Rs.6.11 cr. v/s Rs.1.37 cr. in Q1FY21 on its small equity of Rs.5.03 cr. and huge reserves of Rs. 177.44 cr. A potential multi-bagger in the medium to long term.

> Jaysynth Dyestuff posted 543% higher Q1 net profit of Rs.1.93 cr. v/s only Rs 30 lakh in Q4FY21 on its equity of Rs 87 lakh and reserves of Rs 83.53 cr. Record date for 20% dividend is 9th Sept. Promoters hold 74.75%, Stovec Industries holds 1.99% stake. Buy for good return in short to medium term.

> Rana Sugars posted mind blowing Q1FY22 profit of Rs.54.11 cr. v/s loss of Rs.2.67 cr. in Q1FY21with EPS of Rs.3.52. It is also into cattle field while its distillery sells liquor under its own brands. The stock has corrected from Rs.38 to Rs.26 and is the cheapest sugar share. Buy for good return in the medium to long term.

> Tinplate Co. of India recommended in the last issue zoomed over 40% in the week as Tin prices soared 60%. Hindustan Tin Works recommended two weeks back trades cheap at Rs.132 and can be kept on the radar for a quick 25% appreciation.

> Meghmani Organics targets FY24 revenue of Rs.3000 cr. from Rs.1500 cr. at present. The stock trades at Rs.130 and should be bought at every decline for medium to long term.

> Pitti Engineering, the largest exporter of electrical laminations, is witnessing unprecedented orders. The stock has corrected from a high of Rs.200+ to Rs.156 level and is ripe again for an upmove.

> Capacite Infra, a sub-contractor to all leading builders like Oberoi, Godrej, Arihant should be kept on radar. The stock has nearly halved from its high due to the pandemic. With an order book of Rs.8000 cr+ the stock is worth a punt for 50% appreciation.

> Renuka Sugars, the largest manufacturer of ethanol, is a steal and will be the biggest turnaround story in the sugar space given govt. plan to allow 20% ethanol blending with petrol as auto fuel.

> Stel Holdings recommended @ Rs 138 last week rose to make a new 52 week high of Rs.175 appreciating almost 27%. Traders are advised to book profits.

> Nelco recommended @ Rs. 470 last week rose to make a new 52 week high of Rs.593 appreciating almost 26% in a week. Traders are advised to book profits.

> The jute industry is faring well and this debt-free sector is a good investment option for investors seeking safety & steady returns. It will be rewarding to study Cheviot, Ludlow & Gloster.

> Deepak Nitrite continues its upward journey with rising profitability. Watch its share price grow and market cap march ahead.

> GNFC is one of the most attractive scrips in the market. This cash rich co. with stabilised TDI business could have 50% upside.

> Panchsheel Organics, manufacturer of active pharma ingredients, intermediates & finished formulations for both human & veterinary therapies, plans to boost exports by 4% to 10%, which will raise revenue and profits. Buy it for quick 50% returns.

> Medinova Diagnostics, a subsidiary of Vijaya Diagnostics trades at a market cap of 4 times to FY22E sales and 17 times to FY22E earnings v/s industry average of 14 times to sales and 60 times to earnings looks attractive. Buy for 50% gains in the short term.

> Sunteck Reality has announced its mega Vasind housing project ‘Forest World’, which is expected to garner a strong response. CSLA projects a share target price of Rs 470 from the current Rs 375.

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.