Mid Year Stocks to BUY in 2015

Mid Year Stocks to BUY in 2015

• Nifty has almost been flat for first 6 months.
• Investors are bit worried because some good stocks are beaten down badly in the market.
• Following are the stocks one can consider to Invest in midyear and could give handsome returns buy the end of year.

• These stocks have strong fundamentals and are to be the fist to lead if there is any market recovery.

SKM Egg Products Multibagger 3 years time frame Long term

SKM Egg Products Multibagger 3 years time frame Long term

• SKM is an integrated quality manufacturer and supplier of egg products in the international market. 

• Company was started in 1996.Companies state of the art production facility comprise of best of technology and methods which are inline with international level.

• It is today one of the largest egg processing plant in Asia with a capacity to process 1.8 million eggs per day to produce 6500 tonnes of egg powder annually.

• Te company maintains highest quality standards .Company is certified for ISO22000, BRC, and HALAL to make quality egg products. The state of the art quality assurance laboratory equipped with sophisticated instruments is ISO 17025 accredited.

• Companies capability to formulate and develop various kinds of egg based mixes for bakeries and mayonnaise applications has won large international orders for this company.

• Company also exports its product to customers in Europe, Japan and Asia.

• The company has giving 20 % growth year on year and is turned into profitable company since 2013.

• Whenever there is Bird related diseases there profits are badly hit.But now with diversification and new products, they are expected to become a truly integrated company with great potential.

• Company has a very low debt and this makes it ideal investment for long-term investment with potential Multbagger. 

Should you buy Share now as the market has fallen 1400 points- No not now

Should you buy Share now as the market has fallen 1400 points- No not now

• Lot of experts in blue channels are suggesting to buy stocks right now as it has corrected good.
• Has it?, The answer is no. All those who entered in the last leg when the market was high got badly trapped.
• Then you can think i should consolidate to bring my cost down, the answer is no,not yet.
• This is a start of correction after a 1 year long bull run starting from election.
• This will go on for some time at least for another 2 to 3 months.
• We should wait patiently and watch the market,
• Current Nifty PE is 22.4, so its in the oversold range and you need to watch for the earning to see how it goes.
• From the trend of results flowing inits going to be bad.
• So wait for some more correction till Nifty comes down and you see earning start imporving, which i believe it will take at least couple of quarters,
• If you are a safe investor then wait till NIFTY PE comes around 17 or 18. Then you can start accumulating.
• If Nifty PE is around 15 then you can go ahead and buy confidently as its in oversold range and definitely bounce back,

TCPL packaging Multibagger Target 500 in 2yrs Timeframe -Will boom in Made in India wave

TCPL packaging Multibagger Target 500 in 2yrs Timeframe -Will boom in Made in India wave

• TCPL earlier known as Twenty first century Printers was started in 1990.The company is promoted by Kanoria family.

• They are specialized in Printed folding Cartons and have 6 manufacturing in totaL.3 are in located in Silvasaa (Maharashtra) and 2 are located in Haridwar and other one in Goa.

• All there plants are top class quality Plants with ISO 9001: 2008, ISO 22000 : 2005 certified and are also compliant with BRC/IoP Global Standard-Packaging Issue 3, which is suitable for direct food contact. Also Silvassa and Haridwar are also FSC certified & SEDEX Compliant.

• They are also the largest exporter of printed Cartons with export to Countries like UK,UAE etc.This Exports contribute 22 % of there revenues annually.

• There products include Printed blanks & outers, Folding cartons, Litho Lamination, Plastic cartons, Blister paper, Shelf ready packaging.

• Some of the products which use TCPL packaging are Horlicks,Glousn D,Red lable Tea,Mcdowell Liquour,Dove,Colgate,Pepsodent,Foure Square Cigarates and many more.

• The have grown Conistently at 15 % in last 5 years.With Modi's Make in India kicking off, we see these manufacturing industries boom in coming year.

We are recommending this Stock with a Target of Rs 500 in 2 yrs timeframe .

Finolex Cables -Multibagger 400 Rs 2yrs time frame Medium term

Finolex Cables -Multibagger 400 Rs 2yrs time frame Medium term

• Finolex Cables Ltd (FCL) is leading manufacturer of electrical and telecommunication cables with across India.

• The company was established in 1958 has 13 % market share in India with turnover of 4000 Crores.

• There products range from Wires,Cables,PVC Pipes,Switch gears,Copper rods,CFL Bulbs,LED lights etc.

• It has a huge Dealer and Distribution network which is very important for this business.They have grown at the rate of close to 20 % yoy and expect to grow at 30 % in coming years

• The demand for branded cables is on rise and Finolex is the only Superbrand cable in India.

• There PE is very low at 11 and we expect the stock to double to 400 Rs in 2 years timeframe.

• The company has a very low debt of .5 which says the company is very health company and has lot of free flow cash which it can use fo expansion.

Dhanuka Agritech Recommended 8 MONTH BACK has Doubled

• Dhanuka Agritech Recommeded 8 months back has Double from Rs 140 to Rs 264.
• As the stock is looking strong and with weak monson ahead we see lot more farmers using pesticdes and herbicides to stok the prest and increase thier production.
• People can add at Current level for Trgt of Rs 550 in 1 yrs time frame

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3 TOP Stocks to go LONG or BUY and SHORT or SELL this Election 2014

NaMo,RaGa,AK, are the 3 hot stocks to pick for the people this Assembly Election 2014,

But whoever wins these are the 5 Stocks that you have to go LONG and SHORT this election season.

Stocks to go LONG or BUY:

• Axis Bank
• ICICI Bank
• HDFC.

Stock to go SHORT or SELL:

• NTPC
• HDFC Bank
• Cipla

Syndicate Bank Multibagger 2 yrs timeframe Trgt 150 Rs

Syndicate Bank Multibagger 2 yrs timeframe Trgt 150 Rs

• Syndicate bank was started in Karnataka Udipi district with a seed capital of 8000 Rs by 3 people.

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• There piggy bank scheme under which they where collecting 2 Anna's in old days are now collecting 2 crores daily. it's a door step service where they go and collect in each house.
• They have implemented CBS in all There branches and hence complain with RBI guidelines.
• Bank also has aggresive expansion plan on coming years.
• With a strong EPS growth of more than 50% in past 1 year, we see this company reach new height. 
• We are giving a target of Rs 150 in 2 yrs time frame

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Jaiprakash Associates Multibagger 3 yrs time frame Long term - Trgt 128

Jaiprakash Associates Multibagger 3 yrs time frame Long term - Trgt 128

 

 

 

• A company founded by Gaur in late 1960's is a conglomerate which focus on infrastructure space.
• The sectors they focus are Cement,Engineering,Sports,education ,power and realestate
• The company Main brand is the JP cements which is one of the flagship product of the company
• They are also pioner in ydor power project with many succesful hydro projects in operation.
• There Golf course and FI budda track show the company ability to meet international standards
• Their Main problem has been the mountain of Debts that they have accumulated.
• But now the managmeent has realized it and started selling some of its assets to reduce the debt
• As part of the restructuring they are selling thier Cement plant to Ultra tech.
• They have total debt of 550 billion of which the company is planning to reduce to 400 billion this year 2014.
• So if they go at this pace they will be debt free company in another 3 yrs time frame.
• With debt reducing we see EPS improving and hence we see this stock close to 120 Rs minimum.
• One can invest in this stock for 3 yrs time frame.

 

Jaypee Infratech - Multibagger 2yrs timeframe Trgt - Rs 40

• A infrastructure development and real estate commpany with a vison to particiate and grow the Infrastrucre space.
• JIL is an infrastructure development company engaged in the development of the flagship project Yamuna Expressway and other real estate projects in the country.
• The company came in to existance in April 2007 Special Purpose to develop, operate and maintain the Yamuna Expressway in Uttar Pradesh, connecting Noida and Agra. 
• This highway is a 165-kilometre Tolled six-lane highway along the river Yamuna, with the potential to be widened to an eight-lane highway
• The company also has the right to develop 25 million square metres (approximately 6,175 acres) of land along the Yamuna Expressway at five locations for residential, commercial, amusement, industrial and institutional purposes which will act as a Butter for the effort and time the company has put in for this project.
• We see the company to reach in 40 Rs level in 2yrs timeframe once it starts selling the properties along the highway.

Idea Cellular -Multibagger Trgt 2 yrs timeframe

• Idea Cellular an Aditya Birla Group Company, has a pan-India integrated GSM operator offering 2G and 3G services, and has its own NLD and ILD operations.
• With revenue of $4 billion; revenue market share of nearly 15%; and subscriber base of over 121 million in FY 2013, Idea is India’s 3rd largest mobile operator.
• Idea’s robust pan-India coverage is built on a network of over 100,000 2G and 3G cell sites, spread across over 55,000 towns in India.
• Company has nearly 4,500 exclusive Idea outlets, and over 7,000 call centre seats giving top class service to their customer.
• With sales of over Rs 22000 crores and and profit of 5000 crores this company is to become the next Airtel of India.
• One can buy with target of  320 Rs  of 2 yrs timeframe 

Reliance Communication - Multi bagger Trgt 245 1 year time frame

Reliance Communication - Multi bagger Trgt 245 1 year time frame

• This Anil Ambani group flagship company, is getting back in Race.
•  Reliance Communications, is India's largest private sector information and communications company, with over 150 million subscribers. 
• Reliance Group has  established a pan-India, high-capacity, integrated (wireless and wireline), convergent (voice, data and video) digital network.
• Recently their consolidated profit has increased to 3.2 %.
• With Mukesh Ambani stepping in this company will grow in its leaps and bound.
• Also the way Chinese banks have shown interest, this will be a company for acquisition if it fails.
• With all these good things coming, We expect the stock to go to 240+ in 1 yr time frame.

Glenmark Pharmaceuticals - Multibagger Trgt 750 Rs in 2 yrs

• Glenmark  a leading company in discovery of new molecules, both NCEs (new chemical entity) and NBEs (new biological entity), with seven molecules in various stages of clinical development & pre-clinical development.
• Glenmark  revenue is of USD 32 Million, the company is currently ranked among the World's top 100 Pharma & Biotech companies.
• SCRIP  a leading magazine had  recognized Glenmark as 'Best Pharma Company in the World – SME' and 'Best Company in an Emerging Market' in 2008.
• Company has 14 manufacturing facilities in four countries and has 6 R&D centres.
• With strong growth we expect the company to deliver 40 % growth.
• One can buy with Trgt with 750 Rs.

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.

Tata Motors - Mulitbagger Trgt 600 2 yrs time frame

  

• Tata Motors Limited is India's largest automobile company.
• Their revenue stood at USD 34.7 billion in 2012-13.
• They are largest commercial vehicles manufacturer in India.
• Established in 1945, Tata Motors' presence cuts across the length and breadth of India wit plants in Pune,Patnanagar,Sanand,Jhamshedphur.
• Some aqusition that Tata made are Daewoo Commercial Vehicles Company,Hispano Carrocera,JV with Marcopolo,Thonburi Automotive Assembly Plant .
• In January 2008, Tata Motors unveiled its People's Car, the Tata Nano making it the cheapest car in the World and landed India In Automobile market
• With Aqusition of Jaguar they are the Company which are now spread in all parts of automobile in all part of world with strong portfolio.

Annual Results:

	Mar ' 13	Mar ' 12	Mar ' 11	Mar ' 10	Mar ' 09
Sales	44766	54307	47807	35593	25661
Operating profit	1718	4178	11795	4034	1701
Interest	1388	1219	1144	1104	674
Gross profit	2418	3533	3704	4784	1954
EPS (Rs)	0.95	3.91	5.68	7.85	3.9

Lupin - Mulitbagger Trgt 1550 2 yrs time frame

• Lupin Limited is a pharmaceutical company.
• They focus on non-steroidal anti-inflammatory drugs, bacterial infections and cardiovascular disease.
• They are 2nd largest pharma company by market capitalization in India.
• Headquartered in Mumbai the company is an innovation led transnational pharmaceutical company producing a wide range of quality, affordable generic and branded formulations and APIs for the developed and developing markets of the world.
• There products reach over 100 countries in the world.
• Lupin has emerged as the 5th largest and the fastest growing Top 5 company in the U.S (by prescriptions) the only Asian company to achive this feet.
• One can invest in this strong multibagger for a minimum target of 1550 in 2yrs timeframe.

Annual Results:

	Mar ' 13	Mar ' 12	Mar ' 11	Mar ' 10	Mar ' 09
Sales	7123	5385	4509	3709	2967
Operating profit	1884	1162	973	815	575
Interest	33	29	26	28	42
Gross profit	1874	1137	950	790	538
EPS (Rs)	28.16	18.01	18.15	14.59	10.07

Jubilant Foodworks - Mulitbagger Trgt 2250 2 yrs time frame

Jubilant Foodworks - Mulitbagger Trgt 2250 2 yrs time frame

•  Jubilant FoodWorks Ltd is an Indian company based in Noida, Uttar Pradesh which holds the master franchise for Domino's Pizza in India, Nepal, Sri Lanka and Bangladesh, and also for Dunkin' Donuts in India
• Domino's franchise stores are expected toreport strong and sustained growth in earnings through (1) penetration in existing cities,(2) exploring new distribution channels, (3) entering new cities and (4) maximizing revenue per store.
• Further better utilization of existing store and commissaries infrastructure and relatively lower spends on advertising & communication will trigger good proft growth.
• JFL is a company to be listed in the food-service domain. Hence, there is no like-to-like comparison. We expect it to attract a scarcity premium on account of the limited options available in this promising segment.
• Quick Service Restaurants such as Dominos wil score big in comming years because of past paced indians, and both Husband and wife working hence having little tile to cook and more money to buy.
• Research agencies have estimated that the food industry (including services and others) is likely to grow to USD300 bn in 2015

One can Buy with Trgt 2250 2 yrs time frame.

BHEL - Mulitbagger Trgt 250 2 yrs time frame

BHEL - Mulitbagger Trgt 250 2 yrs time frame

• Bharat Heavy Electricals Limited is an Indian state-owned integrated power plant equipment manufacturer and operates as an engineering and manufacturing company based in New Delhi, India. Wikipedia
• Strong order-book, ongoing capacity expansion will help BHEL to come back in Growth path.
• BHEL’s advantage is its being a local company, capable of providing repair and maintenance services, and a ready supply of spares. Further, as the quality of equipment from Chinese players is yet to be tested over a longer period (super critical plants are a relatively new phenomenon in India), some local utilities may prefer a known player such as BHEL.
• BHEL JV with TANGEDCO will start giving rich riivident doing forward. This will also help BHEL qualify in super critical segment and increase its sales to third party.
• The company has forayed successfully into the advanced class gas turbine segment, winning its firm commercial order from Reliance Industries. It has since, in quick succession, won two more such orders in Gujarat.
• BHEL also has capability to produce equipment and sub-assemblies for onshore drilling rigs. It recently won a three-year contract from ONGC

One can Buy with Trgt 250 2 yrs time frame.

TITAN Industries - Mulitbagger Trgt 550 2 yrs time frame

• TITAN industries is one of the best diversifed stock that once can buy. It is Rakesh Jhunjhunwala stock which he holds for very longtime.
• One of the main reason why we recommed to hold this stock is because of its strong management.
• Company reported strong Q1 results +67% in jewellery, partially benefited by the strong sales in April due to a correction in gold price.
• Because of govt. intervention organised players like Titan could get preference over unorganised players to get access to the imported gold for domestic sale due to their better relations with the nominated agencies. This is a favourable environment for Titan to gain market shares from the unorganised industry.
• Titan has a floor space addition plan of 100,000 sq. ft for FY14 which will help increase sales and bost profit.
• It already opened new store in FY 13 who benifed will get added in Coming quaters.

One can Buy with Trgt 550 2 yrs time frame.

Pidilite Industries - Mulitbagger Trgt 900 2 yrs time frame

• Pidilite, incorporated in 1959, has been a pioneer in theConsumer and Specialities Chemicals in India. Pidilite Industries is the market leader inadhesives and sealants, construction chemicals, hobby colours and polymer emulsions in India.
• Its brand name Fevicol has become synonymous with adhesives to millions in Indiaand is ranked amongst the most trusted brands in India.Also pidilite has strong brands like Fevicol, Dr.Fixit, Fevi Kwik, m-seal,hobby ideas, moto max, Fevi stik etc.
• The company’s net sales and profit have grownat 10 year CAGR growth of 18% and 21% respectively. With Strong ROE of 26.9% and D/E ratio of 0.24, the fundamental of the company looks strong.
• Adding new products to strengthen its product line and growth
• Announcement of any positive development on Elastomer project will add a new positive trigger to the stock.
• At the CMP of INR 252, the stock discounts its FY13E EPS of INR7.6 by 28.9x and its FY14E EPS of INR9.5 by 22.4x. With Strong Brand Value, Consistent financial growth, Strong ROE and innovated product line, the prospect of the company looks bright.
• One can buy with Trgt 900 in 2 yrs time frame.