*TOWER TALK*
RIL’s Q4 NP doubled to over Rs. 14,995 cr. while Sales rose 13.6% to Rs. 172,095 cr. aided by recovery in petrochemicals business. Strong demand across all verticals also lifted Reliance Retail by 45%. Add this evergreen share.
IndusInd Bank Q4 profit tripled to Rs. 926 cr. as provisions fell to Rs. 1866 cr. from Rs. 2440 cr. The share may rise further. Add.
Pharma companies are on a roll. Ajanta Pharma posted 23% rise in NP and Q4 EPS of Rs. 18.40 v/s Rs. 14.80 last year.
Covid blues exert pressure on the hotel industry. Indian Hotels suffered a Q4 loss of Rs. 91 cr. The downward trend is likely to continue. Stay away for next few quarters.
YES Bank’s Q4 losses mounted to Rs. 3788 cr. on the back of higher provisioning. It will take a long time to come back on track. Stay away.
Powered by stable financials and a sound business model, Divis Laboratories is surging ahead to hit a new high in a short time.
KPIT Technologies is eyeing acquisitions. This zero-debt company, which is into automotive and mobility sector expects double digit growth in the next few years and deserves to be added.
Motherson Sumi has completed acquisition of Bombardier’s electric wiring business for around $ 10 mn through its Mexican subsidiary. A positive for the Company. Add.
CDSL, which opened lakhs of new demat accounts, posted 84% rise in Q4 PAT of Rs. 51.64 cr. The company has a long way to go. Add.
Dwindling sales in the Covid pandemic resulted in Godrej Properties’ Q4 loss of Rs. 192 cr. v/s profit of Rs. 102 cr. in Q4FY20. Prudent investors may remain away for two or three quarters until the pandemic eases.
Supreme Industries’ super Q4 EPS of Rs. 35.46 v/s Rs. 9.23 in Q4FY20 makes this share a compelling buy. The company also declared 850% dividend (Rs. 17.50 per share). Buy immediately.
Indigo plans to raise around Rs. 4000 cr. of debt given the sharp fall in passengers. This will result in high interest outgo. Sell and stay away for some time.
Alembic Pharma Q4 profit rose 12% to Rs 251 cr. The pharma industry is faring well and this share can move up further. Add.
Adani Ports posted excellent Q4 results with profits zooming 288% to Rs. 1321 cr. All analyst are sanguine about this share. Add.
APL Apollo’s profits were stunning with Q4 EPS at Rs. 12.69 v/s Rs. 4.72 in Q4FY20, which points to an excellent FY22. A good buy at the current rates.
Strong demand and firm prices contributed to higher profits by Tata Steel BSL. Although the share has already doubled after recommended by Money Times two months back, it is still an excellent buy.
The AP High court has suspended the closure notice issued to Amara Raja Batteries by the AP Pollution Control Board. This positive news will help the company revive. Add.
Hero Motors’ Q4 profit jumped 39% to Rs. 865 cr. despite the pandemic. This share remains an evergreen buy. Add.
With the highest ever Q4 profit, Tata Steel is scaling new highs backed by higher profitability in the coming few quarters. Add.
Specialty chemicals major, Hikal, posted good Q4 results and FY21 EPS at Rs. 10.80 v/s Rs. 6.85 in FY20. The trend looks positive for the next few quarters too. Add.
We recommended Themis Medicare last week. The share price has already jumped nearly Rs. 100 and remains i a good buy. Add selectively with a strict stop loss.
Securities and Intelligence posted Q4 EPS of Rs 6.9 and FY21 EPS of Rs 25, which could rise to Rs 35 in FY22. It foresees key triggers in labour reforms, client preference to technology, and the opening up of economies post Covid-19. Buy for 30% gain.
Shree Ajit Pulp & Paper Mills, one of the top recycled Kraft Paper manufacturers, has posted Q3FY21 EPS of Rs 18.1 and Rs 27 for 9MFY21. This could lead to an EPS of Rs 40+ in FY21 on small equity of Rs 5.3 cr. A reasonable P/E of 10x can take its share price to Rs 400. Buy.
Angel Broking, India’s 4th largest stockbroking house with a market share of 6.3% has posted 229% higher Q4EPS of Rs 12.5 and 261% higher FY21 EPS of Rs 38.8 on its post IPO capital of Rs 81.8 cr. A likely FY22 EPS of Rs 45 and a P/E of 12.5x can take its share price to Rs 562. Buy.
Deccan Cements manufactures a wide variety of cements and has expanded. It posted 725% higherQ3 EPS of Rs 24 and 56% higher 9MFY21 EPS of Rs 66, which could take FY21 EPS to Rs 90 on its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1280 on 28 April 2017, is poised to double in the medium-to-short term. Buy.
Ajanta Soya manufacturing Vanaspati and cooking oils with bakery products like biscuits, puffs, pastries etc. for blue-chip clients like Britannia, Goodrich, Parle, Priyagold, Pepsico, ITC, Sungold, Haldiram etc, has notched 250% higher Q3 EPS of Rs 4.8 and 93% higher 9MFY21 EPS of Rs 15.7, which could yield FY21 EPS of over Rs 21. With its expansion over in Dec 2020, it may end FY22 EPS with Rs 25. Buy for 50% gain.
Indo Thai Securities serving corporates, affluent individuals and retail investors for 20 years has notched Q3 EPS of Rs 5 and 9MFY21 EPs of Rs 10, which may lead to FY21 EPS of Rs 15. A conservative P/E of 5x can take its share price to Rs 75. Accumulate.
Eveready Industries notched 180% higher Q3 EPS of Rs 6.7 and 48% higher 9MFY21 EPS of Rs 18 in 9MFY21 and may post FY21 EPS of Rs 28. The Dabur promoters holding 19.3% may hike their stake further. Buy for a decent 30% gain.
The Great Eastern Shipping with 33 tankers and 13 dry bulk carriers will buy a second hand Supramax Bulk Carrier of about 56,103 DWT and also eyeing Shipping Corporation of India. The share may touch Rs 600 mark as it could post FY21 EPS of Rs 60 +. Buying by funds and the promoter is reported on the counter. Accumulate.
IIFL Securities, a key player in the retail and institutional segments with 2500 offices across 500 cities, continues to expand after acquiring 1.1 million demat accounts from Karvy. It posted 108% higher Q4 EPS of Rs 2.4 and FY21 EPS of Rs 7, which may rise to FY22 EPS of Rs 12. Buy for 50% gain.
Nava Bharat Ventures, manufacturer of ferro alloys, is now a multinational operating in India, Europe, Middle East, South East Asia and Africa and operates several power plants of 743 MW capacity. It posted Q3 EPS of Rs 7.3 and 9MFY21 EPS of Rs 18 and may notch FY21 EPS of Rs 24. After selling its sugar plants, the share may rise over 40% in the medium term. Buy.
Technocraft Industries, which makes drum closures, scaffolding, formwork, yarn & fabrics and into design & engineering with a 15MW power plant has notched Q3 EPS of Rs 17, 9MFY21 EPS of Rs 39.3, and is expected to end FY21 with an EPS of Rs 55. The share may touch Rs 550 on a P/E multiple of 10x. Buy.
Chamanlal Setia, a leading rice exporter, has notched 18% higher Q3 EPS of Rs 3.8 and 89% higher 9MFY21 EPS of Rs 11.7, which may lead to FY21 EPS of Rs 16. The share can advance by 25% going forward. Buy.
Privi Speciality Chemicals leading manufacturer and exporter of fragrance chemicals has made a new life time high but it is still a good buy at around Rs. 1025. A must buy for quick returns.
Anuh Pharma is a leading manufacturer of Erythomycin, Chloramphenicol, Pyrazinamide and Azithromycin, which is in huge demand in the Covid pandemic and its price has shot up from Rs 8000 to 11500 per kg in the last few days. Buy for short term gains. It may cross its 52-week high in the medium term.
Themis Medicare recommended last week has gained 30%. Now focus on blue chip ITC Ltd. that has been consolidating long at this level for long. This FMCG giant is due for a breakout soon and reward shareholders like in the past.
Indian Metals & Ferro Alloys (IMFA) is still available at half its peak value of 2017 peak shows signs of a breakout. Buy for 50% gains.
TV18 Broadcast’s merger with group companies of Network18 stands cancelled. With a near monopoly in business news, TV18 should be bought at every decline for multi-bagger gains as the stock has the potential to regain its 3 year lost glory when it was quoted in 3 digits.
Ness Wadia has resigned from Bombay Dyeing to let professionals run it the way they do group co. Britannia. Signs of better days ahead in a few years. A sure-shot multi-bagger.
Digispice Technologies has appointed Abhay Aima, ex-top honco at HDFC Bank with vast experience in Private Banking, Digital Banking, International Business and HDFC Securities. Seems Digispice will raise funds from PE investors for Spice Money. The stock trades at a market cap of just Rs 700 crore. A screaming buy.
Hikal Ltd. came out with good Q4 numbers and has signed a multiyear deal with a MNC pharma co. Any decline to Rs 280-300 level would be a good opportunity to enter the stock.
Hindustan Copper recommended last week is up 15% and was in upper circuit on Friday. This is the biggest commodity cycle and copper price is flying high every day. Ride the cycle.
Borosil Ltd. is market leader with 30-35% market share and makes glass vials for vaccine doses used for covid vaccine storage. Technically, it has given a breakout at Rs 230. Buy for a target of Rs 290.
SPIC Ltd. has switched from a high-cost naphtha producer to a low-cost natural gas operations, which will help grow its topline and achieve sustainable profit growth. Buy for a target of Rs 60
Borosil Renewables is one of the biggest Solar glass manufacturers and the government’s PLI scheme will benefit it. Technically, the stock has consolidated around Rs 240 level and is on the verge of a breakout. Buy for a target of Rs 300.
Religare’s Care Insurance IPO will hit the market soon and unlock great value for investors. Technically, the stock is placed at very good levels and is ready for a multiyear breakout above Rs 105. Buy with a target of Rs 160.
Iron ore prices are at multi-year highs and going up every day. NMDC is the largest iron ore producer and the major beneficiary of the high prices. Technically, the stock has given a multiyear breakout at Rs 183 in July 2014. Buy for a target of Rs 260.
An Ahmedabad based analyst recommends to buy Anuh Pharma, Dhanlaxmi Roto, Patels Airtemp, Pasupati Acrylon, Swelect Energy,Uttam Sugars and Vipul Organics.