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Monday 28 October 2013

Oberoi Realty - Multibagger Trgt 350 2 yrs timeframe




  • Over 30 yrs of experience in luxury real estate in Mumbai, they have delivered what this is said.
  • They have completed over 30 projects in strategically located in Mumbai.
  • Run by VIkas Oberoi who is the chairman and MD of this company since inception. He is also Havard Grad.
  • Promoter holds 78 % and 10 % is held by FII.This shows the promoters commitment.
  • They have 20,000 sqft of Infrastructure to develop.
  • One can buy with Trgt of 350 in 2 yrs timeframe.

Friday 25 October 2013

Apollo Hospitals -Buy Trgt 1150 Rs 1yr time frame






  • The dream nurtured and Dr. Prathap C Reddy, the founder Chairman of Apollo Hospitals  happened in 1983.
  • With over 8500 beds across 51 hospitals, and a significant presence at every touch-point of the medical value chain, Apollo Hospitals is one of Asia’s largest healthcare groups. 
  • Apollo Hospitals has JCI accreditations for 8 of its hospitals, the largest by any hospital group in the region.
  • The group has made quality healthcare accessible to the people of India, and even overseas. It has become an institution of trust, and a beacon of hope to so many searching for a cure for their ailments.
  • Apollo Hospitals Group, today, is an integrated healthcare organization with owned and managed hospitals, diagnostic clinics, dispensing pharmacies and consultancy services. In addition, the group’s service offerings include healthcare at the patient’s doorstep, clinical & diagnostic services, medical business process outsourcing, third party administration services and health insurance.
  • With avg growth of 20% and medical tourism kick in we expect a fair value of this share to be 1150 Rs in 1 yrs time frame.

Thursday 24 October 2013

Indraprastha Gas - Multibagger 1yr Timeframe Trgt - 360 Rs

Indraprastha Gas - Multibagger 1yr Timeframe Trgt - 360 Rs





  • Incorporated in 1998, IGL took over Delhi City Gas Distribution Project in 1999 from GAIL (India) Limited.
  • The transport sector uses natural gas as Compressed Natural Gas (CNG), the domestic and commercial sectors use it as Piped Natural Gas (PNG) and R-LNG is being supplied to industrial establishments.
  • IGL continues to augment its infrastructure so as to meet the increasing demand of CNG arising out of growing number of CNG vehicles in Delhi.
  • The growth drivers for increase in demand of CNG are - car manufacturers coming up with CNG variants and Delhi Government’s directive making it mandatory for all LCVs operating in Delhi to run on CNG. The company is in the process of enhancing its compression capacity by adding new stations.
  • On the PNG front, IGL has planned to expand its business activities in Delhi and its neighbouring towns like Noida, Greater Noida and Ghaziabad. 
  • Industrial and commercial segments would be the focus areas for the organization in the future.
  • With a Strong 20% increase in EPS yoy the Fairvalue stants at 300 Rs, Currently the stock is traiding at Rs 285.
  • We expect the company to deliver 20% growth in comming year as well Gving Fairvalue at Rs 360. 
  • One can Invest in this task with 1 yr time frame and Trg of 360 Rs.

Nifty Technical - Go short Trgt 5950


  • Todays candlestick pattern is very dangerous ..it is long legged doji and seems like gravestone doji.a two back to back Fiji ..then hanging man..and now this very dangerous doji is sure-shot sign of reversal in technical terms.
  • So friends don't get trapped and wait for corrections

Cipla Multibagger Trgt -2 yrs Price is 600 Rs

  • Cipla’s journey began in 1935 when our founder, Dr. K. A. Hamied, set up an enterprise with the vision to make India self-sufficient in healthcare. Over the past 77 years, we have emerged as one of the world’s most respected pharmaceutical names, not just in India but worldwide.
  • They have 34 state-of-the-art manufacturing facilities that make Active Pharmaceutical Ingredients (APIs) and formulations, which have been approved by major international Regulatory Agencies. 
  • They have over 2000 products in 65 therapeutic categories; with over 40 dosage forms, covering a wide spectrum of diseases ranging from communicable, non-communicable, common and emerging diseases to even rare diseases.
  • They are not only focused on profit but also on giving cheap drugs to users . In 2012, they  reduced the prices of cancer drugs, thus making world-class medicines affordable and accessible to cancer patients.
  • This has giving a huge brand and love making Cipla the mosy preferred drug maker in emerging countries.
  • Avg EPS has increased by 25% YoY.
  • One can expect the stock to touch 600 Rs in 2 yrs timeframe.

Wednesday 23 October 2013

Shree Renuka Sugars Ltd - Multibagger Rs 50 in 2 yrs time frame


  • Shree Renuka Sugars is a global agribusiness and bio-energy corporation. 
  • The Company is one of the largest sugar producers in the world, the leading manufacturer of sugar in India, and one of the largest sugar refiners in the world.
  • They operates eleven mills globally (four in Centre-South Brazil and seven in India) with integrated ethanol and power co-generation capacity.
  • The Company also has significant presence in South Brazil, through acquisitions of Renuka Vale do Ivai and Renuka do Brasil which is paying good dividends now.
  • The Company is the only sugar producer globally with year round crushing due to complementary seasons in India and Brazil.
  • The Company manufactures fuel grade ethanol that can be blended with petrol. Global distillery capacity is 6,240 KL per day (KLPD) with Indian distillery capacity at 930 KLPD 
  • The Company produces power from bagasse (a sugar cane by product) for captive consumption and sale to the state grid in India and Brazil. Total Cogeneration capacity increased to 555MW with exportable surplus of 356 MW. Indian operations produce 242 MW with exportable surplus of 135 MW and Brazilian operations produce 313 MW with exportable surplus of 221 MW. 
  • The Company has witnessed a strong Revenue CAGR of 55% and EBITDA CAGR of 58% from FY2006 to FY2012. The strong financial performance has ensured consistent returns for shareholders with an average Return on Equity of approx. 20% from FY 2006 to FY 2012.
  • The Company’s strong Management team has delivered consistently to ensure growth through successful completion of strategic acquisitions.
  • We expect the Stock to reach 50 level in years time frame CMP:21.60

Sunday 20 October 2013

Jain Irrigation Systems Ltd Multibagger 140 2 yrs time frame - Medium term

Jain Irrigation Systems Ltd Multibagger 140 2 yrs time frame - Medium term





  • 2800 Cr Micro Irrigation Company which Pioneeried in this Field.
  • The Corporation has multi product industrial profile and manufacturers of Drip and Sprinkler Irrigation Systems and Components; PVC, Polyethylene (HDPE, MDPE) & Polypropylene Piping Systems; Plastic Sheets (PVC & PC sheets).
  • Agro Processed Products includes Dehydrated Onions and Vegetables; Processed Fruits (Purees, Concentrates & Juices); Tissue Culture, Hybrid & Grafted Plants, Greenhouses, Poly and Shade Houses; Bio-fertilizers.
  • Green Energy includes Solar Photovoltaic (Solar lighting and appliances, Solar pumping systems), Solar water heating systems and Bio-Energy sources. We render consultancy for complete or partial project planning and implementation e.g. Watershed or Wasteland and / or Crop Selection and Rotation.
  • There Revenue is 50 Billion Rs with a compound growth of 15%

Essar Oil Ltd Multibagger 100 2 yrs time frame - Medium term



  • One of the bigger Offshore and Onshore oil Exploration comapny in the world, they have 35000 Km of land for expolration.They have 2.1 billions of barrels of Oil exqualient.
  • Th company also has a refining facility in 3 plces Vadinar,Stanlow,Kenya and it produces 7,50,000 barrels per day.
  • They also operate 1400 Petrol Bunk outlets in India.
  • Future Expansions and near term outlooks:
  • The company has 2700 sq km of CBM.Of this the the Raniganj is going to commence production which will start adding to the profits of the company.
  • The company is one the company which can produce Euro-V complaint deisel in the world.
  • 200 retail outlets are plan to be rolled out comming years.
  • With Strong Crude price and diverse and huge capability, the Company Stocks is set to reach 100 Rs in 2 yrs time frame

Friday 18 October 2013

Rakesh Jhunjhunwala buys 25 lakh Dewan Housing Finance Corporation (DHFL) shares




  • Ace investor, the Buffet of India, Rakesh Jhunjhunwala has bought 25,00,000 Shares for Rs 34 cores in Dewan Housing Finance Corporation.
  • The Stock was bought around 135 Rs each.This purchase was done in open market.
  • Its a new stock to his portfolio, not sure why he picked this stock,this being mostly the Finance company for Home loans. 
  • Lets see if his new pick will turn Multibagger

Friday 11 October 2013

Reliance Industries - Mulitbagger Trgt 1500 2 yrs time frame


  • India's 2nd biggest company by Market Cap Reliance Industries have diversifed in diffrent segments namely exploration and production, refining and marketing, petrochemicals, retail and telecommunications.
  • Founded by Dhirubhai Ambani the ordinalry Middle class man who rose to world to become the biggest company which contrinutes to 14% of India's export.
  • Ambani family holes with 45% of Shares making the them good contorl in the Company.
  • 76% of its revenue from refining, 19% from Petrochemicals, 2% from Oil & Gas and 3% from Other segments
  • With its retail and telecom sector growing in good pace.
  • We recommend to hold for long term investments.

INFOSYS - Mulitbagger Trgt 5500 2 yrs time frame

INFOSYS - Mulitbagger Trgt 5500 2 yrs time frame


  • Infosys is an Indian IT multinational that provide consulting, IT, software and outsourcing services. It is headquartered in Bengaluru
  • Started in 1981 by 7 people team,N. R. Narayana Murthy, Nandan Nilekani, N. S. Raghavan, S. Gopalakrishnan, S. D. Shibulal, K. Dinesh and Ashok Arora it has turned in to a Conglomarate with 30 billion $ in revenue.
  • Its Current market cap is at 187,000 Crores making it the 6 largest listed comany in India
  • With a PE of 20 it has scope to double from its currentl value to 5500 Rs in 2 yrs timeframe.
  • With Narayna murthy returing and his Son Rohan steping in Good times are back again in INFOSYS.
  • Just to let you know that the Cash in hand alone is 20000 Crores giving enough money make some big acqusitions. We heard rumors that Company might aquire Ramco Systems, hence starting its acqusition cycle.
  • We highly recommend longterm view on Infosys and its back in right track.

 Annual Results:

  Mar ' 13 Mar ' 12 Mar ' 11 Mar ' 10 Mar ' 09
Sales 36765 31254 25385 21140 20264
Operating profit 11015 10061 8414 7360 6906
Gross profit 13313 11890 9561 8270 7408
EPS (Rs) 159 148 112 101 102

Saturday 5 October 2013

Rakesh Jhunjhunwala investment in Footwear company



  • Well not many of you know that Rakesh Jhunjhunwala event invest in unlisted companies.
  • Yes he has 15% stake in "Metro" Footwear.
  • They are planning to hit the IPO market in 2 yrs time frame.
  • Metro shoes have 160 stores and plan to expand to 450 stores by 2015.
  • Keep an eye on this IPO, as looks like it has got the blessings of the bull even before it hit the secondary market. 

Rakesh Jhunjhunwala Bullish on Titan



  • India's greatest Bull of Share market, Rakesh Jhunjhunwala is bullish on Titan, said in his recent interview.
  • Th reason he says is that India's gold love cant be stopped and Titan will benefit from it.
  • He also said that the diversification of business by titan,into eye-ware,watches,will help the company and grow with continues space.
  • The longterm story is still intact for this stock.