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Friday 29 March 2013

Jammu & Kashmir Bank Ltd -Buy


  • The bank has strong fundamentals and dynamic growth model
  • The Bank has been ranked as No. 1 in ‘Best Old Private Sector Bank’ category in the survey conducted across the banking industry
  • In terms of ‘Profitability’, the Bank stands 3rd in the overall banking industry while as 1ST in the category of ‘Old private sector banks’.
  • Consitent growth will reach Rs 1600 IN 6 MONTHS TIME FRAME.
Annual results in brief
(Rs crore)
Mar ' 12Mar ' 11Mar ' 10Mar ' 09Mar ' 08
Sales4,835.583,713.133,056.882,988.122,434.23
Operating profit3,864.202,739.102,312.922,374.911,954.76
Interest2,997.222,169.471,937.541,987.861,623.79
Gross profit1,370.331,149.49958.20774.45651.84
EPS (Rs)165.65126.87105.6784.5274.24

Thursday 28 March 2013

Rekha Jhunjhunwala sells 2.8 lakh shares in Pantaloon


  • Rekha Jhunjhunwala sold 2.8 lakh shares in Future Group firm Pantaloon for
s. 3.56 crore.
  • Rekha Jhunjhunwala, wife of ace investor Rakesh Jhunjhunwala, sold 2,80,589 shares of Pantaloon Retail through open market deal.
  • The shares were sold on an average price for Rs 127 
127 aggregating the deal size to Rs.3.56 crore.
  • Why are the selling at the price the bought?
  • Is the Retail story that Rakesh talks is over?



Investors should think and exit and invest in IT stocks as US economy is improving and IT stocks will rock

Wednesday 27 March 2013

La Opala RG Ltd


  • La Opala RG Ltd has fallen down considerably and have find its support around 300. We see a immediate rise to 340 and and long-term target off 600 Rs. for this company.


  • The valuation will increase considerably in coming years due to middle class interest in the High range kitchen ware. 


Gone are the days of Stainlsteel plates. It La-Opala all the way


Annual results in brief
(Rs crore)
Mar ' 12Mar ' 11Mar ' 10Mar ' 09Mar ' 08
Sales115.01100.8277.9462.4855.94
Operating profit26.8321.2912.7912.106.43
Interest4.073.524.054.131.87
Gross profit22.9617.878.768.015.09
EPS (Rs)11.898.802.610.770.97

Tuesday 26 March 2013

Reliance Infrastructure Ltd - BUY

Reliance Infrastructure Ltd -Buy Trgt- 470


This stock is betten down quite badly and there will be quick upmove to 470. So Buy and wait for 3 months to reach your target. The financials looks good of the company

Annual results in brief
(Rs crore)
Mar ' 12Mar ' 11Mar ' 10Mar ' 09Mar ' 08
Sales17,906.679,614.5910,027.269,868.616,313.17
Operating profit2,674.891,177.721,119.161,030.93495.37
Interest568.10242.45292.21330.50308.76
Gross profit2,765.531,448.461,616.781,438.311,374.64
EPS (Rs)76.0540.4147.0347.1842.07

Friday 22 March 2013

Gujarat Gas - Buy


  • Incorporated in 1980, with the primary objective to procure, distribute and utilize natural gas and allied technology, GGCL pioneered the concept of combined natural gas distribution to the industrial, commercial and domestic customers.
  • Net sales of Gujarat Gas for the December 2012 quarter were up 17%, to Rs760.78 crore when compared to Rs649.89 crore in the same quarter previous year. The net profit during the third quarter of the 2013 fiscal was up a whopping 179%, from Rs24.79 crore to Rs69.27 crore. 


  • Buy with target of Rs 320 in 6 months timeframe
Annual results in brief
(Rs crore)
Dec ' 11Dec ' 10Dec ' 09Dec ' 08Dec ' 07
Sales2,415.941,846.031,417.641,296.471,209.40
Operating profit395.16412.98278.23231.90252.54
Interest0.150.460.140.110.19
Gross profit449.51434.18303.42271.09272.69
EPS (Rs)21.3620.1713.6524.7724.81

Colgate-Palmolive - Buy



  • Consumer product maker Colgate-Palmolive Co says its board approved a 2-for-1 stock split via a stock dividend.
  • The maker of Colgate toothpaste and Palmolive dish soap also will raise its dividend 10%.
  • Buy with a target of 1540
Annual results in brief
(Rs crore)
Mar ' 12Mar ' 11Mar ' 10Mar ' 09Mar ' 08
Sales2,693.232,296.862,035.201,770.821,473.38
Operating profit578.52526.99498.47346.65228.55
Interest1.513.291.501.101.44
Gross profit627.70554.20522.37368.26311.89
EPS (Rs)32.8329.6031.1221.3417.04

ABBOTT INDIA - long term BUY


  • Abbott Laboratories (MNC) -operating in pharmaceutical, nutritional and diagnostic segments in India.
  • Company is one of the best MNC pharma company currently available at attractive valuation. In past few years ,parent company is very aggressive in India to expand its business.As part of its global integration in 2012 Abbot India merged Solvay India with itself.
  • Abbot group operating in India through three units viz  Abbott India, Abbott Healthcare and Abbott True Care.

  • Abbot listed  units concentrating in  pain management, gastroenterology, thyroid and anesthesiology and  Its main brands includes  Brufen, Digene , Forane..etc. For FY 2012 Company reported a turnover of Rs.1652 cr ( Rs.1477 Cr in previous year) and a net profit of Rs.145 Cr ( Rs.120 Cr) .

  • EPS was Rs.68 and declared a dividend of Rs.17. A good stock for investment @ CMP Rs.1330 for long term investors. .

Annual results in brief
(Rs crore)
Dec ' 12Dec ' 11Dec ' 10Nov ' 10Nov ' 09
Sales1,652.691,477.481,018.95966.85784.33
Operating profit201.80175.8598.51117.61120.72
Interest0.020.030.040.010.20
Gross profit224.09195.15105.40123.62126.39
EPS (Rs)68.0956.6544.5555.0456.66

Thursday 21 March 2013

Wednesday 20 March 2013

Sell Reliance Capital


  • SEBI to impose penalty of Rs 250 crores to reliance capital for transfering loss making investments from group investments company to reliance capital amc there by incurring huge losses and eroding crores of ruppees of the MF investors.
Update- stock move from 328 to 300 within a week. Hope you are followed the Tip and made money

Market Whispers


  • 31-03-2013 - DB Realty promoters pledge 26 Mn shares to HDFC! This takes the total pledge of the promoters to 80% of their holding-Short sell very soon You can see Sub 20 levels in this stock
  • 21-03-2013 - Diesel price increase likely tomorrow.
  • 20-03-2013 -Huge relief for titan. Goverment agrees to removes gems and jewellery and bullion from anti money laundering bills. Goverment has conveyed it to jewellery federation. Titan can blast to 275.

Monday 18 March 2013

RBI reduces repo rate

RBI reduce the policy repo rate by 25 basis points from 7.75 per cent to 7.5 per cent with immediate effect;

Trading in illiquid shares only through periodic call auction

Trading in illiquid shares only through periodic call auction -SEBI Note


  • From April 1, illiquid stocks would be traded only through the periodic call auction mechanism on stock exchanges instead of the existing order-driven system in the normal market, said SEBI. Market regulator’s decision was based on the recommendations of its Secondary Market Advisory Committee (SMAC).
  • Call auction in these stocks would be done every one hour starting 9.30 a.m. on each trading day, said SEBI. Once this is implemented, trading in illiquid scripts would be done through three distinct activities. The first activity includes order entry, order modification and order cancellation of 45 minutes duration. The second activity is for order matching and trade confirmation and would last for eight minutes.
  • The final seven minutes would be a buffer period for closing the current session and facilitating the transition to next session taking the total time for the call auction session to one hour. The first session would be randomly closed during last one minute of order entry between the 44th and 45th minute. This would be system driven.
  • SEBI said stocks having an average daily trading volume of less than 10,000 shares with the average daily number of trades of less than 50 and classified as illiquid by all stock exchanges (where the scrip had been listed) as criteria for illiquid.
  • Exchanges have to review illiquid criteria of scripts at the start of every quarter.
  • These scripts can exit from the call auction mechanism to the normal trading if they have remained in session for at least two quarters and are not illiquid.
  • SEBI has mandated a price band of 20 per cent for illiquid scripts.

Inflation Indexed bonds


Introduced in the year 2013-14 , inflation-indexed bonds or inflation-indexed national security certificates(NSC like the one you get in post office) are instruments issued by government to protect savings from inflation.

In recent years, real rate of return on debt instruments has been negative as inflation eroded household savings. Inflation-indexed bonds will provide returns that are in excess of inflation, ensuring that price rise does not erode value of savings. Thus, Govt. hopes to increase financial savings as also shift these away from gold, through inflation-indexed bonds.

Main Objectives of Index Inflation Bond


  • Increase choice for savers, particularly for risk-averse investors looking to get assured real returns.


  • Like gold, it is a hedge against inflation.
  • Encourage household savings to shift away from gold that is largely un-productive for economy.
  • Address current account deficit (CAD) risk as high gold imports in recent years has significantly widened CAD.