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Forum to share and discuss long term stock investment ideas, IPOs and multi-baggers. Try to explain rationale and the story behind the buy or sell. Socialize your ideas before you act on them. Other might just add value to your evaluation.
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Reputation: 26,575 • Oct 24 4:02 AM

SBI Card’s Q2FY21 profit fell to Rs.206 crore from Rs.381 crore in Q2FY20. Its Q2 NPAs are much higher than the 4.3% reported given the Supreme Court restriction on reporting Covid-19 related defaults. SELL.
Umang Dairies, a part of the JK Group, posted over 80% jump in NP in Q2FY21. Around Rs. 45, this share looks underpriced. Add
Ganesh Benzoplast engaged in the manufacture, export and import of specialty chemicals, food preservatives, industrial lubricants, etc. has recorded 36% CAGR. Buy for long term.
Good growth potential, healthy financial parameters and a strong market leadership in electrical cables makes Polycab a good buy. Accumulate.
Although Unichem Laboratories has risen in the last few months, the intrinsic worth of this formulations company is much higher. Its Q2FY21 results can boost its share price further. Add.
Auto companies are on course to achieve the highest monthly output in two years. Buy M&M for excellent gains.
An Ahmedabad analyst recommends to buy Artefacts Projecs, Conart Eng, Decipher Labs, Flex Foods, Goldium International, Gujarat Themis Bio, Indo Thai Sec, Mbl Infra, Menon Bearings, Surya Roshni, Umang Dairies and Uttam Sugars
HDFC Life reported 6.1% rise in consolidated NP to Rs. 328 crore in Q2. The next few quarters are also likely to be good. Add.
Alpa Laboratories making drugs and formulations for itself and other reputed companies is in an expansion mode. Around Rs.41.50, this share merits buying.
L&T is the lowest bidder for the Mumbai-Ahmedabad bullet train project valued at Rs. 24,000 cr. Brokerage firms and analysts have already started upgrading the share. BUY.
Stride Pharma’s Singapore subsidiary has won USFDA approval for generic drug Ethacrynic acid tablets. Stride is a good long term share to buy and hold.
ACC is poised for growth on the back of stellar Q2FY21 results with 20% higher profits at Rs. 364 crore on the back of rising volumes and expenditure control. Add.
Cadila Healthcare has received final USFDA approval for Solifenacin Succinate tablets used in the treatment of urinary frequency problems. Add.
Kajaria Ceramics, the largest manufacturer of ceramic tiles, posted a 4% fall in NP to Rs. 89.12 crore on a flat Q2 sales revenue. However, its guidance points to a better future. Hold.
Hindustan Zinc’s Q2 revenue was up 25% to Rs 5,660 cr. Although NP is down by 7%, the dividend of Rs. 21.30 makes it an attractive buy.
Ultratech Cement posted stellar Q2 profit of Rs. 1234 cr. While aggressively reducing debts, it is also pursuing its mega expansion plans. A very good long term investment.
Dilip Buildcon is the lowest bidder for an EPC project tender floated by the NHAI. The share is available at one third its peak prices. Buy immediately.
Britannia to launch smaller biscuit packets to attract the rural population. It is a good long term story and this multi bagger must be added in small quantities.
Indian Hotels Co. (Taj brand) may buy Viceroy Hotels, an international chain of hotels. The share is an attractive buy.
Bajaj Finance Q2 profit fell 36% on the back of an economic slowdown and higher Covid-19 related provisioning. The pain may continue for few quarters. Stay away for the time being.
HPCL expects fuel demand to rebound to pre-Covid levels by Dec 20 and decided to stick to its Rs.12000 cr. capex plans. At beaten down prices, this share is a good pick.
In times of crises, only the best hold out. For Q2, L&T Finance posted a 42% jump in NP at Rs. 247.50 crore (Rs. 174.5 crore) in spite of much higher provisioning. A good long term buy.
ISGEC Heavy Engineering to set up an 11.5 MW Waste to Energy plant for Karnataka Power Corporation Ltd. with its partner Hitachi Zosen India Pvt. Ltd. Accumulate.
Dwarikesh Sugar has commissioned a 40 MT/day CO2 plant on 17th Oct. at its distillery at Dwarikesh Nagar. Add to your portfolio.
Patels Airtemp will benefit by the DGFT ban that impacts the import of complete AC units, which is around 30% of AC imports by volume. Buy.
Vedanta may declare a high interim dividend after the setback of its aborted buyback. A high interim dividend may boost its share price by about 20%.
Mangalam Drugs notched a Q1FY21 EPS of Rs. 5.2 and may post an FY21 EPS of Rs. 25. Trading at a forward P/E of just 5.1x, the share could touch Rs 200 at a reasonable P/E of 8x. Accumulate.
With an order book of Rs.1097 crore on 30th June, J. Kumar Infraprojects is all set to capitalise on the huge infrastructure development in India. It witnessed partial recovery in May and better recovery from June onwards. Buy for the medium term.
LIC Housing Finance, the largest provider of finance on existing property for business/ personal needs, has notched 33% higher Q1FY21 net profit with an EPS of Rs 16.3 and may notch an FY21 EPS of Rs 62\65 in FY21. Buy for 30% gain.
Datamatics Global Services, a global Technology, BPM, Intelligent Automation and Digital Solutions company, has expanded its strategic alliance with Ingram Micro in the META region. This distribution agreement for its intelligent automation products is expected to garner it a FY21 EPS of Rs. 12.
NSE listed Hi-Tech Pipes has an installed capacity to manufacture 4,20,000 TPA of a variety of steel & galvanised products and direct marketing pan-India direct in 17 states. Buy.
Sree Rayalaseema Hypo Strength, manufacturer of organic and inorganic chemicals, has posted Q1FY21 EPS of Rs 7.8 and may notch a FY21 EPS of Rs 30. The share is yet to participate in the chemical stocks’ rally and may double from the current level. Buy.
Sterling and Wilson, a Shapoorji Pallonji group company, a leading turnkey EPC solution provider to construct a Solar PV Battery Storage and Diesel Genset based hybrid power plant in Agadez, Niger in West Africa. Buy for the medium term
Cyient Ltd., formerly Infotech Enterprises, is yet to participate in the IT rally. This global engineering and digital technology solutions company may post a FY21 EPS of Rs.40+. The share is poised to touch Rs.500 mark. Buy.
Nuclues Software’s lending software, FinnOne, is doing exceptionally well and the stock could double from the current level.
Asahi Songwon came out with exceptionally good Q2FY21 with EBITDA margin rising from 12% to nearly 20%. The stock trades cheap at a P/E multiple of less than 10x and can appreciate 50% from the current level.
Daawat’s (LT Foods) board meets this week for consideration of Q2FY21 results and interim dividend. The management had guided for double digit growth in topline and bottomline. Buy for a quick 20% appreciation.
Noted investor, Ashish Kacholia, has acquired 1% stake in Astec Lifescience. Since ex-promoter, Hiremath, has now transferred his10% holding to a trust, no more selling pressure likely in the open market. Buy it at every decline.
Stocks of IT product companies like Ramco Systems, Mastek, Majesco, etc. have run up. Intellect Design Arena is long due for a rally and can appreciate by 50% as its banking products are better than its competitors.
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