Friday 20 November 2015

Marksan Pharma: CMP: 96 INR, Target Price: 180+ INR for next 1-2 years.

This is virtually zero debt, 99% export oriented company with year-on-year 25+ % growth. 
Planed to increase sales by 4 times in next four years. Recently acquired zero debt US based company,which is going to increase top-line and bottom line.

It has presence in US, Europe,Africa and Australia. One can buy at present price of 96 INR for a target of 180+ INR for next 1-2 years, with very very low risk.I can see from last 3 months lot of experts started recommending this script which another positive.


NCC: CMP 79 INR Target Price: 150+ INR for next 1-2 years.

Company has good order book of 8000+ Cr. Recently they have reduced the debt which is going to reduce interest component significantly, which intern going to increase bottom line. In last 1 year companies execution speed also increased. Company also planned to come out of non core areas and concentrate on its core operations.  Apart from this central government( NDA led by Narendra Modi), cleared lof of struck road projects and cleared lot of new projects which is going to help infra companies. Seemandhra planned to develop new capital Amaravati,started lot of infrastructure projects and NCC will be the biggest beneficiary of this. RBI reduced interest rate and central government also announced financial schemes for infra companies. All these are going to reflect in companies quarterly numbers. So from structurally, fundamentally and technically NCC is a great by at 79 INR for a target of 150+ INR in next 1-2 years.


Mahindra Holidays:CMP: 400 INR Target Price: 550 INR for next 1-2 years.

Mahindra Holidays is one of the worlds largest Holidays and resort company, which has presence across the globe. Promoter stake is 75%, FIIs,DIIs and institutional investors holds around 20%, so general public has only 5%.Mahindra Holidays is almost zero debt company. It has few lakhs registered members with initial lum-some payment and yearly maintenance fees, by which its cash flow is very good.Fundamentally and technically, its a great by with target price of 550 INR for next 1-2 years.

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