Weekly ‘MONEY TIMES TALK’
- EP News Service
- Dec 06, 2021
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.
> Money Times
recommended Lyka Labs first at Rs. 105 and then again at 149. The share is
already quoting Rs. 190 in less than a month! There is still steam left in the
share and we recommend to hold.
> Investors and brokerages are bullish on Bharti Airtel after the recent tariff hikes and expect them to boost its reserves by 14 to 19%. Add in small quantities.
> Despite 22.2% attrition rate & wage hikes, Zensar Technologies beat Q2 Street estimates by 12% y-o-y revenue growth. It is again on a new growth path and recent price corrections in its share price may be an opportune time to add.
> A veteran marketman recommends to buy Andhra Petro, Aro Granite, Acknit, Aimco Pesticides, Amarjothi Spinning, Cords Cables, Exxaro Tiles, Faze Three Autofab, Hindustan Hardy, IVP, Indsil Hydro Power, Jasch Inds., KIC Metaliks, Lambodhara Textiles, National Plastic Technologies, Polyspin Exports, Ram Ratna Wires, Rana Sugars, Rishiroop, RTS Power, Steel Strips Infra, Steel City Securities, SNL Bearings, T. T. Ltd. and Winsom Textile.
> IPCA Labs is recommended by analysts on its higher exports, API capacity expansion and growth in the malarial segment. Now, it will gain from its strategic investment in Lyka Labs. The share can rise by 30% in the next year. BUY.
> Dixon has not
only become a strong India manufacturer; it now has global aspirations and
targets the LED bulbs business. Add.
> With RBI becoming more flexible, the Hindujas plan to infuse $ 1.1 bn to up their stake in IndusInd Bank. A big positive for the company. Accumulate gradually.
Investments & Industries, a Birla group co., is trading at a huge discount
to its intrinsic worth. Most analysts feel this is an opportune time to buy the
scrip before prices move up.
commercial vehicle maker, Eicher Motors, reported better sales for Nov 21 (4085
commercial vehicles v/s 3710 vehicles in the same period last year). Add.
air-conditioner manufacturer, Voltas, plans to set up a compressor
manufacturing unit with an international partner and will invest around Rs. 500
crore. Buy for long term.
> Wardwizard, makers of E-scooter named Joy, told the media that with its network of 450 retail touchpoints, its two-wheelers are penetrating deep into the rural markets. A good long-term investment.
> Antivirals will hold the key to fight mutations as they surface. Venus Remedies is one of the best buys in the markets today. Buy for Rs. 100 swift upward movement.
> Tata Power
through its subsidiary has bagged a prestigious order worth Rs. 945 crore from
Solar Energy Corpn. Add with a long term perspective.
> SML Isuzu
reported a 17% jump in sales to 603 cargo vehicles in Nov v/s 516 units in
October. Positive for the Company. Add.
> L&T announces partnership with ReNew Powergreen, one of the largest in the Indian domain, to tap the emerging hydrogen business, which has the potential to replace fuel. L&T is a share for the long term.
> HFCL is hiring top professionals globally to place it among the top leaders in 5G equipment providers. Buy on every opportunity.
> The power sector is in top gear. PFC,a Maharatna PSU, is one of the most reliable company in this sector. Buy.
> Maruti Suzuki will be hiking prices across all vehicles from Jan 2022. Start accumulating.
> Polyplex Corp displays sharp volatility in prices and most analysts forecast a share price of Rs. 2500 very soon. Its expansion plans are moving ahead of schedule. A bonus issue is likely soon. Buy immediately.
> Some prominent brokerages feel that ICICI Bank and Axis Bank offer strong business opportunities ahead and their stock prices could rise by about 35% in a year’s time. (Source Business Standard). Add.
> RSWM, one of the largest manufacturer and exporter of synthetics and blended yarns to over 78 countries, posted superlative Q2 results. Its MD reiterates that the robust business will continue in the coming quarters. Add.
> Rajratan Global Wires plans to expand capacities both in India and Thailand and debottleneck its Pithampur plant on rising demand. Prospects of higher sales & profits make it attractive.
> Natraj Proteins into the Soy Edible Oil industry for nearly 30 years is modernising & upgrading. It notched Q2 EPS of Rs 17.9 Vs minus Rs 4.8 and H1 EPS of Rs 35.7 Vs minus Rs 9.4, which may lead to FY22 EPS of Rs 50+ as against Rs 1.1 in FY21. The share is likely to double. Buy.
> IIFL Securities, a key player in the retail and institutional segments with 2500 offices across 500 cities continues to expand. It notched 44% higher Q2 EPS of Rs 2.3 and 59% higher H1 EPS of Rs 4.9 and may garner FY22 EPS of Rs 11 as against FY21 EPS of Rs 7. Buy for 30% gain.
> Talbros Engineering, leading manufacturer of Axle Shafts for OEMs of 4-wheelers across four plants, posted 94% higher Q2 EPS of Rs 12.2 and 314% higher H1 EPS of Rs 18.6, which could lead to FY22 EPS of Rs 40+ as against Rs 21.2 in FY21. The share is expected to touch Rs 480 in the medium term. Buy.
> J. Kumar Infraprojects, an EPC co., into construction of Urban Infra Projects like Metros, Flyovers, Bridges etc. with strong execution capabilities has notched 478% higher Q2 EPS of Rs 5.4 and 634% higher H1 EPS of Rs 9.7, which could FY22 EPS to Rs 22 as against Rs 8.4 in FY21. Buy for 30% gain.
> Nahar Industrial Enterprises, a vertically-integrated textile manufacturer with a 2500 TCD sugar unit posted Q2 EPS of Rs 8.8 Vs – Rs 5.1 and H1 EPS of Rs 17.6, which could lead to FY22 EPS of Rs 35 against – Rs 2.3 in FY21. Buy for 30% gain.
> Samkrg Pistons & Rings, which made a life-time high of Rs 379 on 15 Jan 2018, has 4 plants located close to international airport and sea port for 25% exports to over 24 countries. It notched 13% higher Q2 EPS of Rs 7.1 and 100% higher H1 EPS of Rs 6 could post FY22 EPS of Rs 20. The share may cross the Rs 180 mark. Buy.
> LG Balakrishnan & Bros, the No. 1 OEM supplier of Drive Chains for 2-wheelers, achieved 178% higher Q2 EPS of Rs 24.8 and 411% higher H1 EPS of Rs 35.3, which could take the FY22 EPS to Rs 65 on robust prospects of the auto sector. The share may cross the Rs 800 mark in the medium term.
> HP Cotton Textile Mills with 40 years in cotton specialty yarns and sewing threads exported to 63 countries notched 446% higher Q2 EPS of Rs 7.1 and 300% higher H1 EPS of Rs 14.8, which could lead to FY22 EPS of Rs 30+ as against Rs 9.5 in FY21. Buy for 50% gain.
> Century Enka’s high quality Nylon Tyre Cord Fabric used to reinforce bias tyres and Nylon Filament Yarn used in apparel industry posted 178% higher Q2 EPS of Rs 18.9 and H1 EPS of Rs 38.4 Vs minus Rs 4.7, which is likely to lead to FY22 EPS of Rs 75 as against FY21 EPS of Rs 32.5. A reasonable P/E of 10x could take its share price to Rs 750.
> Raminfo Ltd., a leading technology solutions provider across healthcare, energy, agriculture and logistics, fintech, govt. and engineering services has garnered 205% Q2 EPS of Rs 3.1 and 625% higher H1EPS of 5.9. Going by this, Raminfo may post FY22 EPS of Rs 12+. Buy for 30% gain.
> After its acquisition by IPCA, Lyka Labs has zoomed almost 100% to Rs.190 from Rs.95 recommended a month back. Can this happen in Krebs Biochemicals where IPCA holds 49%? Keep it on your radar.
> Undiscovered stock, Genesys International has been assigned to prepare the digital map of urban India with 3D street maps to be licensed to a host of user industries. Trading at Rs.315 and mktcap of just under Rs.1000 cr., this stock may turn out be a multi-bagger. Upcoming IPO of Maymym Iindia should also give a boost to the stock price.
> Undiscovered stock, Tata Tele Maharashtra, too was recommended here more than once around Rs.38 level in three months has hit an all-time high of Rs.129 on Friday.
> Fertilizer prices have skyrocketed in global markets and are up by almost 90% Y-o-Y. BSE listed Rama Phosphate recently won the ‘Best Production Performance’ from the Fertilizer Association. The stock trades at a P/E multiple of 6x and can easily appreciate by 50% from the current level.
> From a high of Rs.150, the stock price of SAIL has corrected to Rs. 100 odd level. Irrespective of the price cuts in steel, the stock provides a good opportunity for medium to long term investors to buy.
> The market is topsy-turvy! Better to stick to the tried & tested ones. In cement, Ultratech is the best.
> Good days ahead for Airtel and Vodafone telecom stocks.
> Infra is the buzzword. Nothing to beat Larsen & Toubro especially the impact of the underlying value of L&T’s IT triplets.
> PFC posted
excellent H1FY22 results. Stock may post FY22 EPS around Rs. 56. Despite the
good results, stock has corrected with the market. It may bounce to Rs. 150 in
the short term.
> South based
cement manufacturer, NCL Industries, expects cement prices to rise even as it
completes its capacity expansion work. Buy for a target of Rs. 300 within 1
> Universal Cables, an MP Birla group company, caters to the large power cable segment and likely to post FY22 EPS of Rs. 25. The stock trades at a PE of just 6x and may give 50% returns within 1 year.
> Exxaro Tiles, leading manufacturer of Vitrified Tiles is growing rapidly. For H1FY22, it posted 59% higher sales and 29% higher PAT & 59% and expects a bumper H2FY22. Stock is trading at attractive valuation. Buy for big gains.
> Aro Granite Industries is the largest exporter of processed granite. It recorded Q2 growth of 57% in sales and 162% in net profit. The stock trades at P/E of just 10x prompting one HNI to buy 3 lakh shares in the last few days. Buy for quick gains.
> AK Capital & Services offers all financial services and instruments under one roof. For H1FY22, it posted EPS of Rs.60 but is available at a PE of only 4x. Buy for very good returns in the medium to long term. Technically if it crosses its 52-week high of Rs.580, it can touch Rs. 610+.
> Faze Three Auto Fab, leading supplier of automotive fabrics to all major OEMs, trades at PE of just 10x. It has healthy return ratios with ROE of 35.8% and ROCE of 16.3%. With promoters holding 75%, it can be an excellent bet going forward.
> After 4 excellent quarters, Andhra Petro is set to improve further benefiting from the anti-dumping duty on imports for 5 years. Its H1 NP was up 2903% to Rs.149.23 cr. v/s Rs.4.97 cr. in H1FY21. Stock trades at a PE of just 4.7x, which is the cheapest in the booming chemical sector. From 7th Dec., it will shift from the X group to B group. Technically if it crosses its 52 week high of Rs.197, it can rise to Rs.225+.
> Polyspin Exports has two divisions: FIBC bags and high quality yarn. Its H1 net profit grew 81% to Rs.4.43 cr. v/s Rs.2.44 cr. in H1FY21 on its small equity of Rs.5 cr. Yarn prices have risen in the last few months. Buy for decent gains in the short term. Technically if it crosses its 52 weeks high Rs.98, it can rise to Rs.105+
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.