🏦 *TOWER TALK* 🏦
_September 03 - September 09, 2018_
1. ⛓ *National Aluminium Company (NALCO)* declared its highest-ever dividend of 114% as net profit for FY18 doubled. The management has states that FY19 has also started on a good note. BUY.
2. 💰 *Rural Electrification Corporation (REC)* and *Power Finance Corporation (PFC)* have been included in the S&P Nifty 100. With some resolution to delayed payments by power companies, REC and PFC may soon write back provisions and show much higher profits. BUY.
3. 🛢 The government is contemplating raising natural gas prices by ~14% by October this year. Major producers *Reliance Industries* and *Oil & Natural Gas Corporation* stand to gain the most. BUY.
4. ⚗ The discussions of weekly subsidy system to fertilizer companies are likely to boost *GSFC* and *GNFC* . BUY both the stocks.
5. 📽 *PVR* is on a buying spree. After acquiring SPI Cinemas from the southern region, it is now on the verge of acquiring the Wave group from the North. BUY.
6. 🏗 *NBCC* is eyeing an order book growth of 30% this year. It seems that the market has overlooked the prospects of the company. BUY for the long-term.
7. 🏍 Royal Enfield has unveiled a new model of its motorcycle. A big positive for *Eicher Motors*.
8. 🛢 Mining giant *Vedanta* has bagged 41 out of 55 oil & gas exploration blocks offered recently. Its future appears bright and this stock deserves a place in every portfolio. BUY.
9. 🏭 Higher demand for coal has resulted in higher imports. *Coal India* will be a big beneficiary of the rising prices. Its dividend-yield is also excellent. BUY.
10. 📑 Longer vehicle insurance cover augers well for insurance companies. BUY *ICICI Lombard General Insurance Company*.
11. 🏗 *Reliance Infrastructure* aims to become debt-free in the next two years. It may be prudent to BUY this stock for the long-term.
12. ⛽ *Indian Oil Corporation* plans to double its fuel retail outlets over the next 3 years since the maximum profit lies here. It has earmarked ₹22000 crore for capex this year. It pays heavy dividends as well. A good BUY.
13. 🚐 *Mahindra & Mahindra* plans to launch three new SUV models in an attempt to regain its top position. BUY.
14. 💻 *Wipro* has entered into a multiyear deal with Denmark based Falch. The stock is ripe for another jump. BUY.
15. 🛵 *Greaves Cotton* has entered into a definitive agreement to acquire a majority stake in Ampere Vehicles Pvt Ltd (an electric two-wheeler manufacturer). A big POSITIVE for the company.
16. 🚨 *Lumax Industries* plans to substitute its imports by local manufacture to entail higher profitability. BUY for the long-term.
17. ⚙ Zinc prices are on the rise. *Hindustan Zinc*, which is sitting on a huge pile of cash, looks attractive. Another bumper dividend may not be very far. Patient investors may ACCUMULATE the stock.
18. ⛽ With the rising oil prices and the US dollar strengthening, *Selan Exploration Technology* is likely to benefit. More so, as gas prices are set to rise by ~14% by September end. BUY.
19. 🕳 *Apollo Tyres* has lined up $1 billion in investments. A sales target of ₹2000 crore will give it the top slot in the industry. BUY for the long-term.
20. 🏘 *Ashiana Housing* has continuously reported higher bookings and higher profits. The affordable housing segment is also booming. BUY immediately.
21. 💡 *Godawari Power & Ispat* is likely to notch an EPS of ₹85 in FY19. The stock is poised to RISE by 50% in the medium-term.
22. 🏭 *Shreyans Industries*, which posted good results for Q1, is on course to notch an EPS of ₹30 in FY19. The stock is available cheap for a price target of ₹280.
23. 🔩 *Jindal Stainless* and *Jindal Saw* counters have witnessed heavy buying by some investors. The stock is likely to APPRECIATE by another 20%.
24. 🏭 The promoters of *Sintex Plastics Technology* have taken 1.65 crore shares at ₹89/share through conversion of warrants against the CMP of ₹37.90. BUY for the medium-to-long term.
25. 📞 *Vindhya Telelinks*, which posed excellent standalone results for Q1, is anticipated to notch a consolidated EPS of ₹160 for FY19. The stock is poised to cross ₹2000 on a reasonable P/E of 12.5x.
26. 💊 Some analysts are bullish on *Aurobindo Pharma* on expectations of excellent Q2 results by the company. The stock is poised to touch ₹750 soon.
27. ☎ *Hinduja Global Solutions* is expected to notch an EPS of ₹105+ in FY19 and ₹115 in FY20. The stock is likely to touch ₹1200.
28. 🚌 *SML Isuzu*, Japanese MNC (44% stake), may post an EPS of ₹40 in FY19. The stock is poised to touch ₹1300.
👁🗨 An Ahmedabad based analyst recommends *Indraprastha Medical Corporation*, *Kriti Industries* and *Vivimed Labs*. From his last week’s recommendations, *Alkali Metals* jumped 13% from ₹66.90 to ₹75.65 while *ASM Technologies* jumped 5% from ₹114 to ₹120 in just 1 week! From his previous recommendations, *IOL Chemicals & Pharmaceuticals* appreciated 62% from ₹81.55 to ₹132.35 in 2 months; *Globus Spirits* appreciated 44% from ₹128.45 to ₹185.80 in 3 weeks; *Freshtrop Fruits* appreciated 33% from ₹121.40 to ₹161 in 2 weeks; and *Haldyn Glass* appreciated 12% from ₹35.35 to ₹39.80 in 2 weeks!
_September 03 - September 09, 2018_
1. ⛓ *National Aluminium Company (NALCO)* declared its highest-ever dividend of 114% as net profit for FY18 doubled. The management has states that FY19 has also started on a good note. BUY.
2. 💰 *Rural Electrification Corporation (REC)* and *Power Finance Corporation (PFC)* have been included in the S&P Nifty 100. With some resolution to delayed payments by power companies, REC and PFC may soon write back provisions and show much higher profits. BUY.
3. 🛢 The government is contemplating raising natural gas prices by ~14% by October this year. Major producers *Reliance Industries* and *Oil & Natural Gas Corporation* stand to gain the most. BUY.
4. ⚗ The discussions of weekly subsidy system to fertilizer companies are likely to boost *GSFC* and *GNFC* . BUY both the stocks.
5. 📽 *PVR* is on a buying spree. After acquiring SPI Cinemas from the southern region, it is now on the verge of acquiring the Wave group from the North. BUY.
6. 🏗 *NBCC* is eyeing an order book growth of 30% this year. It seems that the market has overlooked the prospects of the company. BUY for the long-term.
7. 🏍 Royal Enfield has unveiled a new model of its motorcycle. A big positive for *Eicher Motors*.
8. 🛢 Mining giant *Vedanta* has bagged 41 out of 55 oil & gas exploration blocks offered recently. Its future appears bright and this stock deserves a place in every portfolio. BUY.
9. 🏭 Higher demand for coal has resulted in higher imports. *Coal India* will be a big beneficiary of the rising prices. Its dividend-yield is also excellent. BUY.
10. 📑 Longer vehicle insurance cover augers well for insurance companies. BUY *ICICI Lombard General Insurance Company*.
11. 🏗 *Reliance Infrastructure* aims to become debt-free in the next two years. It may be prudent to BUY this stock for the long-term.
12. ⛽ *Indian Oil Corporation* plans to double its fuel retail outlets over the next 3 years since the maximum profit lies here. It has earmarked ₹22000 crore for capex this year. It pays heavy dividends as well. A good BUY.
13. 🚐 *Mahindra & Mahindra* plans to launch three new SUV models in an attempt to regain its top position. BUY.
14. 💻 *Wipro* has entered into a multiyear deal with Denmark based Falch. The stock is ripe for another jump. BUY.
15. 🛵 *Greaves Cotton* has entered into a definitive agreement to acquire a majority stake in Ampere Vehicles Pvt Ltd (an electric two-wheeler manufacturer). A big POSITIVE for the company.
16. 🚨 *Lumax Industries* plans to substitute its imports by local manufacture to entail higher profitability. BUY for the long-term.
17. ⚙ Zinc prices are on the rise. *Hindustan Zinc*, which is sitting on a huge pile of cash, looks attractive. Another bumper dividend may not be very far. Patient investors may ACCUMULATE the stock.
18. ⛽ With the rising oil prices and the US dollar strengthening, *Selan Exploration Technology* is likely to benefit. More so, as gas prices are set to rise by ~14% by September end. BUY.
19. 🕳 *Apollo Tyres* has lined up $1 billion in investments. A sales target of ₹2000 crore will give it the top slot in the industry. BUY for the long-term.
20. 🏘 *Ashiana Housing* has continuously reported higher bookings and higher profits. The affordable housing segment is also booming. BUY immediately.
21. 💡 *Godawari Power & Ispat* is likely to notch an EPS of ₹85 in FY19. The stock is poised to RISE by 50% in the medium-term.
22. 🏭 *Shreyans Industries*, which posted good results for Q1, is on course to notch an EPS of ₹30 in FY19. The stock is available cheap for a price target of ₹280.
23. 🔩 *Jindal Stainless* and *Jindal Saw* counters have witnessed heavy buying by some investors. The stock is likely to APPRECIATE by another 20%.
24. 🏭 The promoters of *Sintex Plastics Technology* have taken 1.65 crore shares at ₹89/share through conversion of warrants against the CMP of ₹37.90. BUY for the medium-to-long term.
25. 📞 *Vindhya Telelinks*, which posed excellent standalone results for Q1, is anticipated to notch a consolidated EPS of ₹160 for FY19. The stock is poised to cross ₹2000 on a reasonable P/E of 12.5x.
26. 💊 Some analysts are bullish on *Aurobindo Pharma* on expectations of excellent Q2 results by the company. The stock is poised to touch ₹750 soon.
27. ☎ *Hinduja Global Solutions* is expected to notch an EPS of ₹105+ in FY19 and ₹115 in FY20. The stock is likely to touch ₹1200.
28. 🚌 *SML Isuzu*, Japanese MNC (44% stake), may post an EPS of ₹40 in FY19. The stock is poised to touch ₹1300.
👁🗨 An Ahmedabad based analyst recommends *Indraprastha Medical Corporation*, *Kriti Industries* and *Vivimed Labs*. From his last week’s recommendations, *Alkali Metals* jumped 13% from ₹66.90 to ₹75.65 while *ASM Technologies* jumped 5% from ₹114 to ₹120 in just 1 week! From his previous recommendations, *IOL Chemicals & Pharmaceuticals* appreciated 62% from ₹81.55 to ₹132.35 in 2 months; *Globus Spirits* appreciated 44% from ₹128.45 to ₹185.80 in 3 weeks; *Freshtrop Fruits* appreciated 33% from ₹121.40 to ₹161 in 2 weeks; and *Haldyn Glass* appreciated 12% from ₹35.35 to ₹39.80 in 2 weeks!
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