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.

As forecast, REC has declared its intention to issue Bonus shares. Investors may buy this battered-down stock as there is nothing to lose.

State-run Canara Bank to raise funds for operational needs. It posted 65% jump in Q4 profits on 6% rise in revenue and fall in provisions. Accumulate.

Metal stocks are easing on receding demand from China on the back of Covid-related restrictions. Nevertheless, they remain good bets. Add Vedanta.

NOCIL, a leader in rubber chemicals, continues to fare well and is a favored China plus one supplier. Continuous expansions make this share a good buy.

BBTC, formerly Bombay Burmah Trading Co., is the parent company of Britannia and has around 22% stake in Bombay Dyeing too. Its current share price is a lucrative opportunity to add.

PFC is available at cum interim dividend of Rs. 1.25 (total dividend of Rs. 12) at just Rs. 102. This share may never be available at this throwaway prices again. A dividend yield of 12%+ and a surprise bonus announcement are the plus points. Add.

Cosmo Films is ex-bonus and FY23 will start with value unlocking opportunities. The pet care business and specialty chemicals divisions are both doing extremely well. Start accumulating this multi-bagger.

PVR has unveiled a 4-screen multiplex in Patiala, Punjab. The surplus cash flow will enhance its long-term profitability. Accumulate and wait for pre-covid numbers to sustain.

One of the most affordable stocks today is Indiabulls Housing Finance which is now into stronger hands. It is available at ‘believe it or not’ price of Rs. 100 with EPS over Rs. 26. Dividend or no dividend, it could double in a year! An excellent share to grab.

Excellent working ignored by investors. Hariom Pipes with Q4 FY22 EPS of Rs. 23 and strength to withstand the selling pressure, makes it an excellent share to add with a one-year horizon.

To ramp up production, Coal India is planning to explore green mining technologies to bypass land acquisition and avoid its degradation. A good long-term buy.

Indian cotton fabrics are gaining popularity on grounds of quality and competitive prices. Add KPR Mills.

HDFC Life to raise Rs. 350 cr. via debt funding to meet its expansion needs. The prospects of the industry is also promising. Add.

Ahluwalia Contracts has bagged orders worth Rs. 504 cr. for the construction of the National Police Academy in Maharajgunj, Nepal. Add.

TCS has hit a 52-week low slipping over 11% in just a week. This is the right time for bottom fishing. Start buying in small lots.

JK Tyre seems to be best placed compared to other tyre majors such as Ceat, MRF, and Apollo, in terms of financial parameters. Start accumulating now.

Metal sector has taken a big hit with most majors facing 52-week lows. Vedanta with a big stake in the Aluminum, Oil & Gas, and Energy sectors could be one of the biggest beneficiaries as soon as there are signs of reversal. Keep the noise out and start buying.

Glenmark Pharma has received approval from Indian regulators for its chronic asthma drug. Available at bargain prices, this share must be added within a  time frame of one year.

With air turbine fuel prices skyrocketing, airlines will have to raise fares at the cost of losing customers. Sell Jet Air and Spicejet Airways.

Aarti Surfactants has crashed to around Rs. 620 from around Rs. 1800. There is practically no floating stock available. An excellent buying opportunity.

Oil prices will remain bullish as a settlement to the Ukraine crisis is nowhere in sight. ONGC may post a Q1FY23 EPS of Rs. 10-12 but the share may take a big jump in two months. risk-bearing investors may enter.

Cochin Shipyard, the frontrunner in Indian shipbuilding & ship repairs also caters to clients engaged in the Defence sector. It posted 17% higher Q4 EPS of  Rs 20.9 and FY22 EPS of Rs 43. This could lead to FY23 EPS of Rs 52. Buy for 20% gain.

Nahar Industrial Enterprises a vertically-integrated textile manufacturer also has a 2500 TCD sugar unit and has posted Q4 EPS of Rs 9.8 and FY22 EPS of Rs 39.4. Buy for 30% gain.

LIC Housing Finance, the largest provider of finance on existing property for business/ personal needs and loans to professionals for purchase/construction of Clinics/Nursing Homes and for purchase of equipment has notched Q4 EPS of Rs 21 and FY22 EPS of Rs 43 backed by high loan demand. FY23 EPS could be Rs 55. Buy for 20% gain.

Ador Fontech, an associate of Ador Welding, is into welding electrodes & wires, welding & safety equipment, hypertherm plasma cutting machine, wear-resistant products, life enhancement services, and thermal spray products & services has notched 23% higher Q4 EPS of Rs 1.5 and 110% higher FY22 EPS of Rs 6.1 and declared Rs 4 dividend. It is may notch FY23 EPS of Rs 7.5. Buy for 30% gain.

Sasken Technology, a specialist in Product Engineering and Digital Transformation provides concept-to-market, chip-to-cognition R&D services to global leaders in semiconductors, Automotive, Industrials, Consumer Electronics, Enterprise Devices, SatCom, Telecom, and Transportation industries has notched Q4 EPS of Rs 18 and Rs 85 in FY22. Buy for 30% gain.

Suryalata Spinning Mills is one of the largest producers of Synthetic Blended Yarns having a total installed capacity of 89,376 spindles and has notched         55% higher Q3 EPS of Rs 24.8 and 443% higher 9MFY22 EPS of Rs 51.6, which may take FY22 EPS to Rs 75+. Buy for 30% gain.

GTN Industries engaged in the business of Grey Yarn, Yarn Processing and Garmenting has notched Q4 EPS of Rs 11.8 and FY22 EPS of Rs 27. Buy for 50%         gain.

Uflex Ltd the market leader in flexible packaging and undergoing expansion has notched 96% higher Q4 EPS of Rs 43.4 and 28% higher 9M FY22 EPS of Rs 104 agains FY21t EPS of Rs 117. With a likely FY22 EPS of Rs 140, the share may advance 40%. Buy.

Sportking India exports 45% of its sales to 30 countries including USA and has a retail network of domestic stores. It is a leading vertically integrated engaged in the business of yarn, fabrics, garments and retail and undergoing expansion and setting up 10 MW solar power plant. It posted 135% higher         Q4 EPS of Rs 78.2 and likely FY22 EPS of Rs 308. A conservative P\E of 5x could take the share price to Rs 1540.

Bharat Gears, a leader in gear technology manufactures a wide range of Ring Gears and Pinions, Transmission Gears and Shafts, Differential Gears, and         Gear Boxes for the automotive industry has notched 29% higher Q4 EPS of Rs 5.3 and FY22 EPS of Rs 22.6. The robust demand for its products could take         FY23 EPS to Rs 28. Buy for 25% gain.    

Jasch Industries engaged in PU, PVC synthetic and PU resin products and machines manufacturing having applications in automotive, upholstery,         footwear, leather, technical garments, healthcare, technical garments, etc. has increased its PVC coated fabrics by 20% and notched Q4 EPS of Rs 5.7 and         FY22 EPS of Rs 17.9. Jash is expected to notch an EPS of Rs 22 in FY23 Buy for 30% appreciation.

The Centre plans military modernisation worth Rs. 76,390 cr. Defence analysts foresee immense benefit to Apollo Micro Systems and expect its FY23 EPS         of above Rs. 12. Thus 100 % return is not ruled out with the least downside risk in this defence stock. Add.

The safest stocks currently would be the railway stocks as they face no recession. Hence take a good look at RITES.

•     Delta Corp is doing well again. RJ’s selling had brought the stock down. cash rich business with a moat available at an attractive valuation. Coming up with an IPO and sale of shares of a subsidiary.

Redington is another cash-rich company with a moat and good dividend yield. This distributor of IT and cloud products is available at a single-digit forward PE.

MDC, the largest iron ore miner with 43 MMTPA plans to expand to 67 MMTPA by FY 24. It also has gold and diamond mine blocks. The stock is trading at a PE of just 3x with 12% dividend yield. Its steel company is expected to demerge by this year-end. Buy and hold for 50% returns.

Zuari Agro posted excellent FY 22. It has a majority stake in Mangalore Chemicals and Paradeep Phosphate and the promoter is also buying shares from the open market, which is a good sign. The stock is trading at 5x to FY22 earnings. Buy and hold for 50% returns.

Disclaimer: The views and investment tips expressed by investment experts on Money Times are their own; however 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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