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. 

> NOCIL has doubled the capacity of rubber chemicals and is well placed to tap growth at a CAGR of 20% over the next few years. An excellent share to add.

> RBI has lifted prompt corrective action (PCA) against UCO Bank on the back of its improved workings. Analysts expect this share to gain 40% in the next six months. A good buy.

> Hero MotoCorp, the largest two-wheeler manufacturer, is set to raise prices of its motorcycles and scooters to offset rising input costs. This evergreen share deserves a place in every portfolio.

> With Nifty at a lifetime high, a veteran market man believes that instead of making fresh investments at historical highs, it’s time to reshuffle one’s portfolio and focus only on select growth stocks available at attractive valuations. He recommends to buy Frontier Springs, Joindre Capital, KPI Global Infra and Precision Camshafts.

> Delhi Metro has to pay Reliance Infra led consortium Rs. 4600 cr. in its Arbitral Award. If there are no hurdles in payments, the Company may soon turn debt-free on a standalone basis.

> PNB has decided to raise Rs 6000 cr. via bonds to meet its growing business needs. The share is expected to slowly recoup its lost ground. Add.

> Coal India has ramped up production to meet the coal shortage of power companies as its dispatches to them have risen by around 20% to 1.39 MMT per day. A decent gain in share price is possible. Buy.

> Budget airline, Indigo, is aiming for full capacity by Dec 2021. This loss-making airline aims to return into the black in few quarters. Buy Interglobal Aviation in small lots.

> Arvind Fashions is a good buy considering the PLI incentives offered by the Govt. together with benefit of some advanced countries diverting their China outsourced business to it. Add.

> Coforge (NIIT Technologies), which offers end-to-end software solutions and services, is fast expanding with majority of its business coming from exports. USA alone contributes over 48% of its revenues. Big expansions make this share a handsome buy.

> Tours and travel operator, Thomas Cook, has extended its partnership with Visa loading its travel card with nine currencies. At the beaten down rates, this is a good share to add.

> Vedavaag System has launched its cloud software embedded with a healthcare device for monitoring patient activity that can help in taking timely action and save precious lives. This unique feature makes it an attractive investment idea.

> Man Infra has secured a housing redevelopment project in Mumbai. The share price is expected to rise. Add.

> Saregama, the music & films giant, plans to raise up to Rs. 750 cr via preferential shares and/or QIP to meet the capex for its expansion projects. Add.

> Vi, erstwhile Vodaphone Idea, expects significant cash flow relief and government backing to survive and turn investors’ favorite one again. Risk bearing investors may add.

> TVS Motors has acquired Swiss e-bike maker EGO Movement for $17.9mn (Rs. 132 cr). Very positive for the Company. Add.

> ITC is tipped to become investors’ favorite once again. Volumes and share price are both rising on reports that it has huge expansion plans. A safe investment at current rates. Add.

> Marine Electric has bagged orders from Adani Data Centre, for supply of HT and RMU panels. This small cap company with promoters’ holding of 73.5% and zero pledge is on a take-off stage and must be added.

>  Dynamatic Technologies has won a manufacturing contract from Boeing for its new tactical fighter, F-15EX Eagle II, which will be a big booster for it. Although its share price quotes around Rs. 3090, it may be added in small lots.

> Wardwizard Innovations Mobility, the maker of E-vehicles, is witnessing a big rise in sales. Rising volumes and share price point towards better times ahead. Seemingly a good buy.

> SBI and BOB have slashed their home loan interest rates by 15 to 25 bps. Both banks are doing well and this cut may help bring more business. Good investment ideas.

> HCL Technologies is gaining ground on management guidance of a better year ahead. It is one of the cheapest mid-cap share and the ongoing IT rally in is likely to continue. Add.

> Rubfila International has commenced commercial production on its new production line at Madathukulam, Palani Taluk, Dindigul District, Tamil Nadu from 9th Sept 2021. Buy for the long term.

> Modern Insulators’ installed capacity of 26,000 TPA porcelain insulators is tied to utilities, Railways, OEMs & EPC companies worldwide. It also has a terry towel unit and has notched 168% higher Q1FY22 EPS of Rs 2.6, which could take FY22 EPS to Rs 11 against Rs 7.2 in FY21 The share may touch Rs 90 mark going forward. Buy.

> Meghmani Organics has commenced commercial production of Rs 127 cr. Herbicide 2, 4D Acid and is setting up a Rs 25 cr. Agrochemical Formulation plant and Rs 310 cr. multipurpose molecule plant. With FY21 cash profit of Rs 236 cr., it could be debt-free this year. It posted FY21 EPS of Rs 12+ and may end FY22 with an EPS of Rs 15. Further expansion is likely. Buy for 50% gain.

> Eldeco Housing leads Lucknow’s housing market for over 30 years. It has posted 15% higher EPS of Rs 70 in Q4FY21 and 38% higher FY21 EPS of Rs 275 on its small equity of Rs 2 cr. The share is expected to double in the long run and gain of 30% in the medium term. Accumulate.

> IIFL Securities from India Infoline is a key player in the retail and institutional segments with 2500 offices across 500 cities and continues to expand after acquiring 11 lakh demat accounts from Karvy. It notched 69% higher Q1 EPS of Rs 2.2, which could lead to FY22 EPS of Rs 10+ against FY21 EPS of Rs 7. Buy for 30% gain.

> Mallcom (India), manufacturer of ‘head to toe’ protective wear exported to 50 countries, has commenced expansion at Ahmedabad and further expansion of protective apparel near Kolkata. It has notched 67% higher Q1 EPS of Rs 8, which could take FY22 EPS to Rs 55 against Rs 41 in FY21. The share may touch Rs 825 in the medium term. Add.

> Savita Oil Technologies, a pioneer in petroleum specialty products, has evolved into a well-diversified global player marketing its products in over 75 countries. It posted 631% higher Q1 EPS of Rs 55.6, which could take FY22 EPS to Rs 230 against FY21EPS of Rs 159. The share is expected to fetch a decent gain of 50%. Buy.

> Nahar Industrial Enterprises, a vertically-integrated textile manufacturer having a sugar unit with 2500 TCD has posted Q1FY22 EPS of Rs 8.7, which could lead to FY22 EPS of about Rs 27. The share is expected to double from the current level. Buy.

> Alphageo (India), provider of 2D and 3D seismic data, processing and interpretation services for oil exploration and production entities has notched Q1FY22 EPS of Rs 23 v/s minus Rs 22.5 (YoY) on its small equity of Rs 6.4 cr. This may lead to FY22 EPS of Rs 60+. The share, which made a high of Rs 1145 on 29 June 2016 could cross the Rs 600 mark. Accumulate.

> Talbros Engineering, a leading manufacturer of Axle Shafts for OEMs servicing cars, commercial vehicles, Off-road and Tractor segments from its four plants has posted 1000% higher Q1 EPS of Rs 9.2, which could lead to FY22 EPS of Rs 40 against Rs 21.2 in FY21. 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.

> Deccan Cements, manufacturer of a wide variety of cements and undergoing expansions, has posted 41% higher Q1 EPS of Rs 31.4, which may lead to FY22 EPS of Rs 125 against FY21 EPS of 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.

> Shilp Gravures, the leader in Electro-Mechanical Engraving, has notched 1433% higher Q1 EPS of Rs 4.6, which could lead to FY22 EPS of Rs 20 against FY 21 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.

> Precision Camshafts unveiled its first retrofitted passenger bus opening a huge opportunity for buses, trucks and LCVs that can be converted into electric. The stock is a hidden gem in the electric vehicle space and may turn out to be a 10 bagger from hereon. A screaming buy!

> Metal container manufacturer, Kaira Can Company, has risen from Rs.1500 to Rs.2600 last week. Can something similar happen to BSE listed Hindustan Tin Works given the shortage on cans? Buy for a quick 50% appreciation.

> PLI for drone manufacturing will benefit Zen Technologies, the only listed player. Although the stock has doubled in the last one month, it can still easily appreciate another 50% given its Rs 400 cr. order book already in hand.

> HT Media, a media and entertainment powerhouse with brands like Hindustan Times, Mint, Radio Nasha, 94.3 FM, VCC Edge, and a job portal Shine.com which is second only to Naukri.com. The stock trades cheap at Rs.25 and can easily double. If market rumours are to be believed, it also plans to take over Dish TV.

> Indian satellites may be launched before 5G and Nelco may get the first mover advantage given its JV with global leader Telesat. The stock has already corrected 20% from its recent highs and is ripe again for an upmove. According to market veterans, Bharti backed OneWeb is valued over Rs.20000cr. while Nelco is available at a mktcap of just Rs.1000 cr. The stock might go the Tata Elxsi way. Buy for long term for a target of Rs.5000.

> Renaissance Global, a diamond & jewellery company, is being transformed in the current boom in this industry. Stock is sure to be re-rated.

> The Steel cycle can be well played through Sandur Manganese. Its expansions can lead to wonderful results.

> Maithan Alloys is a cash rich company heading for expansion. Its valuation is already attractive.

> Debt-free Frontier Springs is the only listed co. that makes LHB springs for the railways. It is installing a six ton hammer to forge new products that will boost turnover & profitability. Well-known market veteran, Jatin K Chande, holds 2.24% stake as it has delivered 72.55% CAGR profit growth in 5 years. Buy for multi-bagger returns in the medium to long term.

> Freshtrop Fruits, an exporter of fresh fruits & vegetables and a budding juice manufacturer of premium quality, has reputed overseas clientele and can benefit big by restrictions imposed by USA on China. Buy for good returns in the short term. Technically, if crosses its 52 week high of Rs. 151 with volumes can rise to Rs.180.

> KPI Global Infra is a multi-dimensional solar energy player that targets to double revenue and achieve a total capacity of 150 MW by end FY22. Its Q1FY22 PBT skyrocketed 3737% to Rs.9.21 cr. v/s just Rs. 24 lakh in Q1FY21.Technically, if it cross its 52 week high of Rs 164 with volumes, it can touch Rs 200+. Buy for good returns in short to medium term.

> Polyspin Exports has two divisions FIBC bags and high quality yarn. Its Q1 net profit grew 300% to Rs.2.16 cr. from only Rs 54 lakh in Q1FY21 on its small equity of Rs.5 cr. Yarn prices have risen in th last few months & FIBC bags are in good demand. Buy for decent gains in the short term.

> Debt-free Vasundhara Rasayan in the field of booming field of speciality chemicals & pharma space is available at PE of just 12x, promoter holding 62% on its small equity of only Rs.3.18 cr. having posted 155% higher Q1 net profit of Rs.1.49 cr. v/s Rs 58 lakh in Q1FY21. A potential multi-bagger dark horse.

> Joindre Capital posted 335% higher Q1 net profit of Rs.2.13 cr. v/s Rs 49 lakh for Q1FY21. The boom in the stock market augurs well for its future. Technically, if it crosses its 52 week high of Rs 35, it may touch Rs 40-45 in the short to medium term.

> With expected EPS of Rs 80+ in FY22, Century Enka is expected to cross Rs 1000 mark before the annual results of the current fiscal.

> With firm prices of tin metal, Tinplate Company is expected to post an EPS of about Rs 30 in FY22. With the ongoing expansion of production by 80% this fiscal, its share price is poised to cross Rs 650 before its annual results.

> Summit Securities’ value of holdings in Zensar Tech, KEC Int’l, CEAT has crossed Rs 6300 crore, which is an at all-time high. But the stock trades well below its all-time high share price of Rs 1344 in 2018. It also has investments in mutual funds, PMS, and Spencer Hotels valued about Rs 600 cr. Buy and hold for 40% returns in short term.

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.