🏦 *TOWER TALK* 🏦
🔋 Exide Industries has tied up with Swiss entity Leclanche to make batteries using the lithium-ion technology at its upcoming facility in Gujarat. This move will boost its profitability. Buy.
🛢 Oil & Natural Gas Corporation (ONGC) posted 58% higher PAT for Q1 on account of a sharp rise in its product
prices. Buy for the long-term.
⚙ All tyre majors are performing well and Ceat is no exception. Its new Rs.2000 crore plant in Chennai will be ready
within a year. The stoct is available at a huge discount to its 52-week high. Buy for the long-term.
⚗ Chemical major Vinati Organics reported excellent results with more than double profits for Q1. An excellent buy.
🚜 Escorts posted excellent results for Q1 on the back of higher demand both for tractors and motor cycles. The stock has a long way to go. Buy.
🍱 Apex Frozen Foods is expected to post excellent results for Q1 in view of the rising demand in USA and softening of raw material cost in India. Buy immediately.
🍾 Manpasand Beverages posted good results for Q1. Moreover, the management has reiterated that the workings for the next few quarters are likely to be much better. Investors willing to take a risk can gain. Buy.
🏗 Selan Exploration Technology reported 3x higher PAT for Q1 on the back of rising crude oil prices and USD
appreciation. Its recently drilled wells are also expected to contribute to its earnings. Buy.
🔩 National Aluminium Company (NALCO) posted excellent results with an EPS of Rs.3.55 in Q1 v/s Re.0.67 in the
previous corresponding quarter. With metal prices on the rise, its profitability is likely to take a big jump. It declared 114% dividend for FY18. A bonus issue is not far. Buy.
🏭 Hindustan Petroleum Corporation (HPCL) posted 86% higher PAT for Q1 at Rs.1719.21 crore on the back of
higher refining margins. Buy for the long-term.
💉 Lupin’s sales in USA and Japan have suffered due to USFDA issues. PAT, too, declined significantly by nearly 43%.
Stay away from this counter for some time till the dust settles.
🔗 The HEG management expects profitability to improve on the back of higher demand for graphite electrodes. An excellent buy.
⛽ Indian Oil Corporation (IOC) plans to invest ~Rs.1.75 lakh crore to double its refining capacity. It pays hefty dividends and is a good long-term buy.
🚜 Mahindra & Mahindra posted 67% higher PAT on the back of higher volumes in tractor, medium and light
commercial vehicles sales. The management’s guidance points to much better times ahead. Buy for the long-term.
🛣 Dilip Buildcon is likely to benefit significantly from the highway orders. This company manages to get huge incentives due to its timely execution of projects. An excellent buy.
🖥 Firstcource Solutions is likely to maintain its upward trajectory with the management’s guidance towards
improved margins and higher revenues. Buy.
🛠 PNC Infratech is on the run with 106% higher revenue, 149% higher EBITDA and 243% higher PAT. An excellent buy.
🍽 Kitchen appliance major Hawkins Cookers has repeatedly reported higher revenue and profitability. This stock
deserves a permanent place in every portfolio.
🛢 Gulf Oil Lubricants India has repeatedly reported better workings. The automobile industry is on a roll and this company is set to create milestones. Buy for the long-term.
🖱 Based on its EPS of Rs.104 for Q1, Honeywell Automation India is expected to notch an EPS of Rs.390+ in FY19.
The stock is poised to cross Rs.25000. It is also a strong bonus candidate.
🎇 Eros International Media (Eros) posted an EPS of Rs.6.4 and Rs.24.3 for Q4 and FY18 respectively. Reliance
Industries’ 5% acquisition in Eros International PLC (subsidiary) at Rs.321.5 crore gives it a valuation of Rs.687/share on an equity capital of Rs.9.36 crore. The stock is poised to rise sharply in the medium-term.
📡 Vindhya Telelinks reported excellent results for Q1. Based on its going, a consolidated EPS of Rs.160 can be
anticipated for FY19. The stock is poised to cross Rs.2000 on a reasonable P/E of 12.5x.
🚗 SML Isuzu, a Japanese MNC with 44% stake, posted an EPS of Rs.14.5 for Q1 and is likely to notch an EPS of Rs.40 for FY19. The stock may touch Rs.1300.
🔧 Universal Cables is a no-brainer buy. With a consolidated EPS of Rs.24 and a stake in group companies Vindhya
Telelinks and Birla Cable, the stock hardly has any downside and can double from the current level.
🌡 Alembic holds 30% stake in Alembic Pharmaceuticals worth over Rs.3000 crore and 20% stake in Paushak Ltd worth over Rs.100 crore apart from its own real estate and API business. Its market cap stands at Rs.1105.45 crore.
A worthy buy.
🗜 20 Microns has reported good results for Q1 with double the profits. With a quarterly EPS of Rs.1.84, the stock trades cheap at Rs.46.
The icing on the cake is that the company has filed its DHRP for listing its subsidiary on the SME platform. Buy for a quick 50% rise.
🗽 According to sources, Wonderla Holidays is being bought by HNIs. The stock, which is near its 52-week low, can give decent returns in the medium-term.
🔬 An Ahmedabad based analyst recommends
Globus Spirit, IOL Chemicals &
Pharmaceuticals (IOLCP), Pix Transmissions.
🔋 Exide Industries has tied up with Swiss entity Leclanche to make batteries using the lithium-ion technology at its upcoming facility in Gujarat. This move will boost its profitability. Buy.
🛢 Oil & Natural Gas Corporation (ONGC) posted 58% higher PAT for Q1 on account of a sharp rise in its product
prices. Buy for the long-term.
⚙ All tyre majors are performing well and Ceat is no exception. Its new Rs.2000 crore plant in Chennai will be ready
within a year. The stoct is available at a huge discount to its 52-week high. Buy for the long-term.
⚗ Chemical major Vinati Organics reported excellent results with more than double profits for Q1. An excellent buy.
🚜 Escorts posted excellent results for Q1 on the back of higher demand both for tractors and motor cycles. The stock has a long way to go. Buy.
🍱 Apex Frozen Foods is expected to post excellent results for Q1 in view of the rising demand in USA and softening of raw material cost in India. Buy immediately.
🍾 Manpasand Beverages posted good results for Q1. Moreover, the management has reiterated that the workings for the next few quarters are likely to be much better. Investors willing to take a risk can gain. Buy.
🏗 Selan Exploration Technology reported 3x higher PAT for Q1 on the back of rising crude oil prices and USD
appreciation. Its recently drilled wells are also expected to contribute to its earnings. Buy.
🔩 National Aluminium Company (NALCO) posted excellent results with an EPS of Rs.3.55 in Q1 v/s Re.0.67 in the
previous corresponding quarter. With metal prices on the rise, its profitability is likely to take a big jump. It declared 114% dividend for FY18. A bonus issue is not far. Buy.
🏭 Hindustan Petroleum Corporation (HPCL) posted 86% higher PAT for Q1 at Rs.1719.21 crore on the back of
higher refining margins. Buy for the long-term.
💉 Lupin’s sales in USA and Japan have suffered due to USFDA issues. PAT, too, declined significantly by nearly 43%.
Stay away from this counter for some time till the dust settles.
🔗 The HEG management expects profitability to improve on the back of higher demand for graphite electrodes. An excellent buy.
⛽ Indian Oil Corporation (IOC) plans to invest ~Rs.1.75 lakh crore to double its refining capacity. It pays hefty dividends and is a good long-term buy.
🚜 Mahindra & Mahindra posted 67% higher PAT on the back of higher volumes in tractor, medium and light
commercial vehicles sales. The management’s guidance points to much better times ahead. Buy for the long-term.
🛣 Dilip Buildcon is likely to benefit significantly from the highway orders. This company manages to get huge incentives due to its timely execution of projects. An excellent buy.
🖥 Firstcource Solutions is likely to maintain its upward trajectory with the management’s guidance towards
improved margins and higher revenues. Buy.
🛠 PNC Infratech is on the run with 106% higher revenue, 149% higher EBITDA and 243% higher PAT. An excellent buy.
🍽 Kitchen appliance major Hawkins Cookers has repeatedly reported higher revenue and profitability. This stock
deserves a permanent place in every portfolio.
🛢 Gulf Oil Lubricants India has repeatedly reported better workings. The automobile industry is on a roll and this company is set to create milestones. Buy for the long-term.
🖱 Based on its EPS of Rs.104 for Q1, Honeywell Automation India is expected to notch an EPS of Rs.390+ in FY19.
The stock is poised to cross Rs.25000. It is also a strong bonus candidate.
🎇 Eros International Media (Eros) posted an EPS of Rs.6.4 and Rs.24.3 for Q4 and FY18 respectively. Reliance
Industries’ 5% acquisition in Eros International PLC (subsidiary) at Rs.321.5 crore gives it a valuation of Rs.687/share on an equity capital of Rs.9.36 crore. The stock is poised to rise sharply in the medium-term.
📡 Vindhya Telelinks reported excellent results for Q1. Based on its going, a consolidated EPS of Rs.160 can be
anticipated for FY19. The stock is poised to cross Rs.2000 on a reasonable P/E of 12.5x.
🚗 SML Isuzu, a Japanese MNC with 44% stake, posted an EPS of Rs.14.5 for Q1 and is likely to notch an EPS of Rs.40 for FY19. The stock may touch Rs.1300.
🔧 Universal Cables is a no-brainer buy. With a consolidated EPS of Rs.24 and a stake in group companies Vindhya
Telelinks and Birla Cable, the stock hardly has any downside and can double from the current level.
🌡 Alembic holds 30% stake in Alembic Pharmaceuticals worth over Rs.3000 crore and 20% stake in Paushak Ltd worth over Rs.100 crore apart from its own real estate and API business. Its market cap stands at Rs.1105.45 crore.
A worthy buy.
🗜 20 Microns has reported good results for Q1 with double the profits. With a quarterly EPS of Rs.1.84, the stock trades cheap at Rs.46.
The icing on the cake is that the company has filed its DHRP for listing its subsidiary on the SME platform. Buy for a quick 50% rise.
🗽 According to sources, Wonderla Holidays is being bought by HNIs. The stock, which is near its 52-week low, can give decent returns in the medium-term.
🔬 An Ahmedabad based analyst recommends
Globus Spirit, IOL Chemicals &
Pharmaceuticals (IOLCP), Pix Transmissions.
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