Ashok Leyland:- Mkt Cap.Rs 24275/-Crores: Book Value:Rs.15.79: P/E=28.43
TGT:Rs.111/-(Two Years);
Asahi Songwon(532853):5th Mar.2016: Promoters Holding 63%,Increase in Mkt Cap from Rs.200/-Crores to Rs.307.60Crores.
Impressive IIIrd quarter Results: Income Rs56.7Crores(Rs.44.70Crores): Net Profit Rs.6.5Crores(Rs.4.2Crores):EBITDA:Rs12.4 Crores from Rs.6.9Crores.
CMP:Rs.250.65
Consistent increase in Market Capitalisation & Share price.
Aurbindo Pharma TGT Rs.915/-:-
CMP Rs.687/-
Commissioning of Three Formulation Plants.Approval of Vishakapatnam Plant for supply to Europe.
Bal Krishna Industries:- Engaged in Manufacturing of Tyres: Mkt.Cap Rs.12684 Crores:CMP-Rs.1314.B/V:Rs.288/-
City Union Bank:Mkt Cap:Rs.8652Crores:CMP Rs.144/-:B/V Rs.50.70.
Chemline Fine:- P/E Rs.8/-CMP Rs.90/60: Tgt.Rs.117/-(Two Years): New Project:-15000MT at Dahej.Already Acquired: Dressen Qumica Maxico for US$78Lacs
Crompton Graves:-
Very Good Order Book position of Rs.640Crores:Book value Rs.73.35: CMP Rs.69/-: Mkt Capitalization Rs.4355/89Cr. (Reducing). It is a good long term Stock.
Exide Industries:Tgt.Rs.260/-Mkt.Cap Rs.17926/-Crores. CMP Rs.211/-B/V Rs.50.35:Auto Ancillaries Industries.
Engineers India(TGT around Rs.180/-):-
CMP-Rs.148/-Rs.155/-:
B/VRs.40/52:H/L Rs.170/-Rs72/-
Consistent increase in Market Capitalisation Rs.9983CRores
Very good Order Book of Rs.5120/- Crores.
Gaberial TGT Rs.140/-
CMP Rs.116/-
Vehicle Spares
Hindustan Construction Company:
CMP Rs.35/- to Rs.40/-
TGT.Rs.46/-,
Loans Rs.4900/- Crores,
Govt.Dues Rs.2400/- Crores.
Restructuring Package may help in reviving this Company.
Mkt Cap.Rs.3962/-Crores :
B/VRs.7.18:
Low/High:Rs.17/Rs.45
Hindustan Petroleum Corporation Ltd.(HPCL):-
At present Strong Rupee would reduce Crude Import Bill. Better 3rd Quarter17 Results.
CMP:Rs.520/-
TGT. Rs655/-
ITI:-Rs.55/- CMP-Rs.48/-Mkt Cap Rs.3072Crore,B/V-Rs.23/71 L/H:23/55
JBM Auto:Tgt.Rs.280/-: Engaged in Manufacturing of Passanger Vehicles,Farm and Ancillary Equipments: Having Plants at Sannand & Indore.CMP-Rs.266/40:B/V Rs.84/24:Mkt.Cap Rs1087/-Crores.
Jindal Steel & Power:- Mkt.Cap Rs.11236/50Crores:Book Value Rs.198/32:CMP Rs.123/35. Navin Jindal Group Company. Good Purchase at Current Valuation
Meghmani Organics:-
Book Value Rs.25.25:Mkt.Capt.Rs.982/92-Crores:CMP Rs.38/65. Reducing Market Capitalization.
MARICO:-
CMP Rs.294/-:B/V Rs.16.25:Mkt.Cap. Rs.37983Crore
Mirza International:- In domestic Branded Segment.
CMP Rs.90/- Target Rs.107/-
From F.Y.2016 to F.Y.2018 CAGR 16%
NALCO:Tgt.Rs.77/- to Rs.90/-:- Mkt Capitalization Rs.13753/-Crores.B/V Rs.65/16: CMP Rs70/85.
Substantial increase in Aluminum prices.
More Capital Expenditure including New Plant in Orrissa.
Successful Coal Block allocation.
Bridge Linkage Facility
NCL Industries TGT Rs.265/-:- All possiblity of increase in Cement demand.
CMP Rs.172/-
NIIT Technologies: CMP-Rs418/75.Mkt Capitalization Rs2570Crores. Book value Rs.259/-
ONGC TGT Rs.217/-:- Possiblity of Merger of Oil Companies.
CMP:Rs.191/-
No Subsidy after F.Y.2018
Expected increase in Gas Production.
Prism Cement:CMP Rs94/40, Mkt Capitalization Rs.4752/-Crore,B/V Rs.20/-
PTC India Finance: Book Value Rs.33/-:Mkt Capitalization-Rs.2000/-Crore, Interest Income Rs.99/-Crores.
SJVN:- Hydro,Coal,Solar,Wind Power:Mini Ratna, Cash Rich Rs.500/-Crores,
ROCE-8.60%,EBIDTA-83-84 %,PAT53%,Misc. Income Rs.150Crores.
Target Rs.40/-
Mkt. Cap Rs.13154Crores.B/V Rs.26.73
Suzlon Energy:- CMP Rs.18/- Tgt. Rs.28/- for One year.
Tata Power:Rs.84/-
Vivimed Laboratories:- Market Capitalization Rs597.51Crores. Book Value Rs.61.01: Target Rs133/-
Welspun India
Wipro:-
Book Value Rs.184/-:Mkt Cap.1.26Lacs Crores:Face Value Rs.2/-:H/L:Rs.613/Rs.509/-
TGT:Rs.111/-(Two Years);
Asahi Songwon(532853):5th Mar.2016: Promoters Holding 63%,Increase in Mkt Cap from Rs.200/-Crores to Rs.307.60Crores.
Impressive IIIrd quarter Results: Income Rs56.7Crores(Rs.44.70Crores): Net Profit Rs.6.5Crores(Rs.4.2Crores):EBITDA:Rs12.4 Crores from Rs.6.9Crores.
CMP:Rs.250.65
Consistent increase in Market Capitalisation & Share price.
Aurbindo Pharma TGT Rs.915/-:-
CMP Rs.687/-
Commissioning of Three Formulation Plants.Approval of Vishakapatnam Plant for supply to Europe.
Bal Krishna Industries:- Engaged in Manufacturing of Tyres: Mkt.Cap Rs.12684 Crores:CMP-Rs.1314.B/V:Rs.288/-
City Union Bank:Mkt Cap:Rs.8652Crores:CMP Rs.144/-:B/V Rs.50.70.
Chemline Fine:- P/E Rs.8/-CMP Rs.90/60: Tgt.Rs.117/-(Two Years): New Project:-15000MT at Dahej.Already Acquired: Dressen Qumica Maxico for US$78Lacs
Crompton Graves:-
Very Good Order Book position of Rs.640Crores:Book value Rs.73.35: CMP Rs.69/-: Mkt Capitalization Rs.4355/89Cr. (Reducing). It is a good long term Stock.
Exide Industries:Tgt.Rs.260/-Mkt.Cap Rs.17926/-Crores. CMP Rs.211/-B/V Rs.50.35:Auto Ancillaries Industries.
Engineers India(TGT around Rs.180/-):-
CMP-Rs.148/-Rs.155/-:
B/VRs.40/52:H/L Rs.170/-Rs72/-
Consistent increase in Market Capitalisation Rs.9983CRores
Very good Order Book of Rs.5120/- Crores.
Gaberial TGT Rs.140/-
CMP Rs.116/-
Vehicle Spares
Hindustan Construction Company:
CMP Rs.35/- to Rs.40/-
TGT.Rs.46/-,
Loans Rs.4900/- Crores,
Govt.Dues Rs.2400/- Crores.
Restructuring Package may help in reviving this Company.
Mkt Cap.Rs.3962/-Crores :
B/VRs.7.18:
Low/High:Rs.17/Rs.45
Hindustan Petroleum Corporation Ltd.(HPCL):-
At present Strong Rupee would reduce Crude Import Bill. Better 3rd Quarter17 Results.
CMP:Rs.520/-
TGT. Rs655/-
ITI:-Rs.55/- CMP-Rs.48/-Mkt Cap Rs.3072Crore,B/V-Rs.23/71 L/H:23/55
JBM Auto:Tgt.Rs.280/-: Engaged in Manufacturing of Passanger Vehicles,Farm and Ancillary Equipments: Having Plants at Sannand & Indore.CMP-Rs.266/40:B/V Rs.84/24:Mkt.Cap Rs1087/-Crores.
Jindal Steel & Power:- Mkt.Cap Rs.11236/50Crores:Book Value Rs.198/32:CMP Rs.123/35. Navin Jindal Group Company. Good Purchase at Current Valuation
Meghmani Organics:-
Book Value Rs.25.25:Mkt.Capt.Rs.982/92-Crores:CMP Rs.38/65. Reducing Market Capitalization.
MARICO:-
CMP Rs.294/-:B/V Rs.16.25:Mkt.Cap. Rs.37983Crore
Mirza International:- In domestic Branded Segment.
CMP Rs.90/- Target Rs.107/-
From F.Y.2016 to F.Y.2018 CAGR 16%
NALCO:Tgt.Rs.77/- to Rs.90/-:- Mkt Capitalization Rs.13753/-Crores.B/V Rs.65/16: CMP Rs70/85.
Substantial increase in Aluminum prices.
More Capital Expenditure including New Plant in Orrissa.
Successful Coal Block allocation.
Bridge Linkage Facility
NCL Industries TGT Rs.265/-:- All possiblity of increase in Cement demand.
CMP Rs.172/-
NIIT Technologies: CMP-Rs418/75.Mkt Capitalization Rs2570Crores. Book value Rs.259/-
ONGC TGT Rs.217/-:- Possiblity of Merger of Oil Companies.
CMP:Rs.191/-
No Subsidy after F.Y.2018
Expected increase in Gas Production.
Prism Cement:CMP Rs94/40, Mkt Capitalization Rs.4752/-Crore,B/V Rs.20/-
PTC India Finance: Book Value Rs.33/-:Mkt Capitalization-Rs.2000/-Crore, Interest Income Rs.99/-Crores.
SJVN:- Hydro,Coal,Solar,Wind Power:Mini Ratna, Cash Rich Rs.500/-Crores,
ROCE-8.60%,EBIDTA-83-84 %,PAT53%,Misc. Income Rs.150Crores.
Target Rs.40/-
Mkt. Cap Rs.13154Crores.B/V Rs.26.73
Suzlon Energy:- CMP Rs.18/- Tgt. Rs.28/- for One year.
Tata Power:Rs.84/-
Vivimed Laboratories:- Market Capitalization Rs597.51Crores. Book Value Rs.61.01: Target Rs133/-
Welspun India
Wipro:-
Book Value Rs.184/-:Mkt Cap.1.26Lacs Crores:Face Value Rs.2/-:H/L:Rs.613/Rs.509/-
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