RAMAKANTH
17-12-2007, 06:56 AM
Stay invested in Madhucon Projects (Rs.423.25) as there will be favourable developments on power sector & coal mining.
* Cement sector is likely to report very encouraging results for the December 2007 quarter. Investors can keep watch on Madras Cement (Rs.4752.55), Mysore Cement (Rs.63.45) etc. for a good upside. Jaiprakash Associates (Rs.2155.75), KCP Ltd. (Rs.665.25) and Century Textiles (Rs.1134.15) are other diversified cement stocks that are likely to go up.
* New developments are said to be taking place in Rajasthan Spinning & Weaving Mills (RSWM) (Rs.173.25) and the stock may see a good upside. Stay invested.
* Sharyans Resources (Rs.404.60) - With significant presence in businesses like equity, debt, forex, commodity broking as well as distribution of financial products and real estate, Sharyans is a well-diversified financial services company. It holds 40% in Edelweiss Real Estate Advisors Pvt. Ltd., which manages Edelweiss Property Fund-I. This is a close-ended Real Estate Fund and has a corpus of Rs.110 cr. as per knowledgeable sources. The company has huge hidden values through investment via its subsidiaries. The stock is attracting the attention of market players and is likely to see much higher levels.
* Kirolskar Brothers (Rs.482.85) is said to have good order position. Investors can keep a watch to add this stock on reactions.
* Revathi Equipments (Rs.1336.90) is expected to get good orders from Coal India in the near future, which may improve its performance sharply. Stay invested.
* Prime Textiles (Rs.63.80) - As per knowledgeable investors, its market cap is very less compared to its real estate development. Stay invested.
* Jaihind Projects (Rs.211.25) may report an EPS of around Rs.15 on sales of Rs.175/180 cr. in the current year. Sales are likely to go up sharply to Rs.280 - 300 cr. in the next year and EPS is likely to be Rs.27/30 on its enlarged capital. The stock is likely to go up to touch Rs.400 plus level in the next two years. Investors who bought this stock from lower levels may continue to hold it for good long-term growth.
* Karntaka Bank (Rs.225) is a takeover target. The stock has good potential for the upside. A good long-term investment bet.
* Investors who bought Alumeco (Rs.38.95) at lower levels of Rs.22/25 may book part profit at Rs.39/40 levels. But its long-term outlook is encouraging.
* Paramount Communications (Rs.41.25) has given good breakout and may witness higher levels.
* PG Foils (Rs.91.35) - Price movement indicates that good accumulation is taking place at current levels. Long-term investors may see a good upside. The stock was recommended in this column from Rs.22/24 level.
* Patel Integrated Logistic (Rs.85.35) has moved up too sharply. Book part profits and lock it in ECE Industries for good long-term growth.
* Oswal Chemicals & Fertilizers (Rs.70.85) - There is news of placement of stock at higher levels for new developments. Stay invested as the stock closed at a new high.
* There are indications of favourable developments in Surana Telecom (Rs.41.70). The company is paying dividend of 20% for the last three years and the book value is Rs.30. After good consolidation, the stock is likely to see higher levels. Stay invested for a target of above Rs.60 in the next few months.
* Oriental Hotel (Rs.364) – In line with our expectations, hotel stocks are attracting the attention of investors. Investors can keep a watch on this Taj group hotel stock for investment. It is a safe investment at the current price of Rs.364.
* Knowledgeable investors are very bullish on Shiv Vani Oil (Rs.589.10), MTNL (Rs.185.80), Super Spinning (Rs.23.45), Asian Electronics (Rs.484.60), Nectar Life Sciences (Rs.294.10).
* Era Constructions (Rs.651.45) seems to have given a good upward breakout. Stay invested.
* Investors are advised to book part profit in Jayaswal Neco (Rs.66.15), Core Projects (Rs.419.55), XL Telecom (Rs.543.15) and some of the sugar stocks where fundamentals are not that supporting.
* Cement sector is likely to report very encouraging results for the December 2007 quarter. Investors can keep watch on Madras Cement (Rs.4752.55), Mysore Cement (Rs.63.45) etc. for a good upside. Jaiprakash Associates (Rs.2155.75), KCP Ltd. (Rs.665.25) and Century Textiles (Rs.1134.15) are other diversified cement stocks that are likely to go up.
* New developments are said to be taking place in Rajasthan Spinning & Weaving Mills (RSWM) (Rs.173.25) and the stock may see a good upside. Stay invested.
* Sharyans Resources (Rs.404.60) - With significant presence in businesses like equity, debt, forex, commodity broking as well as distribution of financial products and real estate, Sharyans is a well-diversified financial services company. It holds 40% in Edelweiss Real Estate Advisors Pvt. Ltd., which manages Edelweiss Property Fund-I. This is a close-ended Real Estate Fund and has a corpus of Rs.110 cr. as per knowledgeable sources. The company has huge hidden values through investment via its subsidiaries. The stock is attracting the attention of market players and is likely to see much higher levels.
* Kirolskar Brothers (Rs.482.85) is said to have good order position. Investors can keep a watch to add this stock on reactions.
* Revathi Equipments (Rs.1336.90) is expected to get good orders from Coal India in the near future, which may improve its performance sharply. Stay invested.
* Prime Textiles (Rs.63.80) - As per knowledgeable investors, its market cap is very less compared to its real estate development. Stay invested.
* Jaihind Projects (Rs.211.25) may report an EPS of around Rs.15 on sales of Rs.175/180 cr. in the current year. Sales are likely to go up sharply to Rs.280 - 300 cr. in the next year and EPS is likely to be Rs.27/30 on its enlarged capital. The stock is likely to go up to touch Rs.400 plus level in the next two years. Investors who bought this stock from lower levels may continue to hold it for good long-term growth.
* Karntaka Bank (Rs.225) is a takeover target. The stock has good potential for the upside. A good long-term investment bet.
* Investors who bought Alumeco (Rs.38.95) at lower levels of Rs.22/25 may book part profit at Rs.39/40 levels. But its long-term outlook is encouraging.
* Paramount Communications (Rs.41.25) has given good breakout and may witness higher levels.
* PG Foils (Rs.91.35) - Price movement indicates that good accumulation is taking place at current levels. Long-term investors may see a good upside. The stock was recommended in this column from Rs.22/24 level.
* Patel Integrated Logistic (Rs.85.35) has moved up too sharply. Book part profits and lock it in ECE Industries for good long-term growth.
* Oswal Chemicals & Fertilizers (Rs.70.85) - There is news of placement of stock at higher levels for new developments. Stay invested as the stock closed at a new high.
* There are indications of favourable developments in Surana Telecom (Rs.41.70). The company is paying dividend of 20% for the last three years and the book value is Rs.30. After good consolidation, the stock is likely to see higher levels. Stay invested for a target of above Rs.60 in the next few months.
* Oriental Hotel (Rs.364) – In line with our expectations, hotel stocks are attracting the attention of investors. Investors can keep a watch on this Taj group hotel stock for investment. It is a safe investment at the current price of Rs.364.
* Knowledgeable investors are very bullish on Shiv Vani Oil (Rs.589.10), MTNL (Rs.185.80), Super Spinning (Rs.23.45), Asian Electronics (Rs.484.60), Nectar Life Sciences (Rs.294.10).
* Era Constructions (Rs.651.45) seems to have given a good upward breakout. Stay invested.
* Investors are advised to book part profit in Jayaswal Neco (Rs.66.15), Core Projects (Rs.419.55), XL Telecom (Rs.543.15) and some of the sugar stocks where fundamentals are not that supporting.