PDA

View Full Version : Street Talk


dkishore
31-12-2007, 09:02 AM
* Orient Beverages has seen quiet buying .This company with a low equity of under Rs.2.5 cr. good book value and decent performance could see more upside.

* The South India Paper Mills is a stock with good potential for growth. With huge expansion lined up by this company with a low P/E, valuation has a good upside in the near future.

* CNI Research, which is marketing products from the Sify platform, is reportedly in talks with a financial and marketing arm of major construction firm for marketing its products over 10000 outlets.

* Stelco Strips is expected to announce expansion plans by organic or inorganic acquisitions. The stock is a value buy.

* Zenith Fibres which manufactures a crucial material PPSF for road ways and constructions is attracting the attention of discerning investors. The company has a good dividend record too.

* Orient Abrasives is being eyed by HNIs after it completed its 8 MW power plant, which would boost its EPS sharply in the current year and is an ideal bonus candidate.

* An analyst tracking Empee Distilleries to touch Rs.500 within six to nine and expects this recently listed company to post an EPS of Rs.30 by year ending September 2008.

* Facor Alloys is being closely watched by FIIs and HNIs who have taken huge delivery of shares. One FII projects a share price of Rs.25 in the near future.

* Mahindra Holiday Resorts is planning an IPO in early’08. This will be first of its kind with land bank and leisure. A blue chip subsidiary getting up.

* A life style retail chain of stores on the lines of ITC’s Wills is being set up by M&M. one more offshoot of M&M and one more subsidiary to list.

* Foreign investors like Jebel Ali of Dubai are keen on setting up a free zone SEZ at JNPT. Does that mean a developmental IPO on the lines of Mundhra Port?

* Off market transactions become difficult to go by as the scrutiny is severe. Reasons for such a transfer, consideration, how and when are to be submitted. The government feels a special STT on its value should be levied.

* Supreme Petrochemcials with its re-designed products and additional capacity is a centurion in the making.

* Aekta Limited is on its way to become a leader in jute and jute based products. The scrip is likely to touch half century mark to begin with.