Sunday 25 December 2016

Indian market seen significant correction with time and price levels. Recent global events like US President Trumps victory and Feds interest rate increase too resulted into FIIs outflow since November.Interesting thing is domestic inflow via SIP route is equally good.

At home we have seen excellent ethical,cleanses and long term financial positive step 'Demonetisation' by our Prime Minister, which is going to create huge benefits for India for long term.

Demonetisation impact may be a short term knee-jerk reaction, which is not going to impact economy by anyway in the consumer driven economy like India.If somebody think otherwise as most of the paid media with malicious intentions show in TV channels, they will be behind the progressive growth story of India.

Market reached almost the low point, right time to buy with 50% of your cash and rest buy at 10% for each month for next 5-6 months. We can see a significantly higher level for Nifty/Sensex by 2017 end or in second half of 2017.

One can buy follow stocks now.

Tata Global @ 119
IRB Infra @196
Prism Cement @81
OCL India @ 700
Delta Corp @85-95
Marksan Pharma @ 40
Suditi Industries @ 52
Century Enka@ 262
Asian Paints @ 873
Anath Raj @ 38.2
Mukand @ 50
NMDC @ 122
Arvind @ 340

Will try to provide some more details as we enter year 2017.

Wednesday 28 September 2016

Buy Tata Global Beverages@146.75.
Tata Global given fundamental and Technical upward push this week. As per technical chart you can see nice MACD cross over and super RSI with still in early upward direction.

Fundamentally, news broke this week that, Tata-StarBucks JV sales increased by 39% with 84 stores across India. They planed to expend this at steady pace. On Himalaya water and Tata Glucose side seen significant jump in top line. Tata Global plans to sell water across the world. For Beverages it has partnership with Pepsi. You can just imagine the potential of Tata Global.

Once it cross 150 convincingly, one can expect 180, above that no mans zone, which can take this script to a entirely different level in upward direction.


Friday 26 August 2016

Buy Engineers India(ENGINERSIN)265 for next 2-3 yrs. Target 350+

EIL reported good set of numbers for Q1FY17 results.EIL is a zero debt company with ~60% promoter stake.Its order inflows improved
significantly in the quarter (highest in past eight quarters) driven by domestic hydrocarbon business companies like IOC,HPCL,BPCL etc.
Management provided encouraging outlook for the domestic business and expects significant pickup in order flows over 9MFY17/FY18. 
Management increased its FY17 order flows guidance to Rs 35 Bn from Rs 20 Bn.

For the next 2-3 years EIL is going to outperform significantly. One can blindly buy and hold it for 2-3 years. One can expect 350+ in EIL in next 2 years.

Wednesday 17 August 2016

Buy Ucalf Fuels@137

Buy Jain Irrigation Systems@78.

More details will be updated soon. Both are fundamental calls.

Monday 15 August 2016

Buy NMDC@101.20 for next 3-5 yrs: Its might create huge wealth.

NMDC is one of the profit making Navaratna PSU with huge cash reserve and biggest iron ore extractor in the world.
NMDC planned for buy back it's shares(20%) at 94 Rs, which will be over by 19th Aug 2016,which is going to increase EPS of the company.
NMDC planned to increase its sales by 21% to 35MT in current fiscal. Iron ore prices around the world started rebounding, which is going to increase its profit significantly.

Apart from that NMDC got license to mine gold and diamond, which might re-rate this company going forward.NMDC plans to invest Rs 40,000 crore over eight years to achieve a target of 100 MTPA iron ore production.The firm will invest in developing new mines, steel plant (Nagarnar), Legacy Iron ore company (Australia) and a slurry pipe line 9 from (Kirandul to Vizag),
among others

Buy Delta Corp in the range 110-125:

Delta Corp has unique business of casino in India, which has the maximum licenses of Casino in India.
Delta Corp started giving good result from last 2-3 Qtrs, with life time best result of June 2016, where its margin is 34+%, which is industry best.
Delta Corp also got new license for Ship based Casino in Goa and also at Sikkim. Which is going to accelerate its top and bottom line in a significant way.
It's Daman Casino plus resort is ready, waiting for the license. One it get that, its sales and profit is to grow exponentially.

It's debt may be around 200 Crs, but it's stake in Advani Hotels(Goa), it's planned to sell going to fetch 250-300 Crs.

Considering all these things, I can easily  see there is a huge potential for Delta Corp for next 1-4 Yrs time frame.

Monday 1 August 2016

Buy DLF@162.

Its going to sell 40% of its rental arm, which is going to generate around 12,000 crs. By which promoters will reduce the debt significantly. For long term, promoters planed to make company zero debt. With possible less debt in a book and lower interest cycle going forward, DLF will have good time going forward. Fundamentally and technically DLF will be a great wealth creator, if one stays for a time frame of 2-3 yrs with possible target of 300 Rs. 

Tuesday 7 June 2016

Buy NCC@72.2, Consolidated around this range for quite sometime. All set to breakout,buy and hold it for 3-6 months. Expect 20% plus return.

Thursday 21 April 2016

Sunday 24 January 2016

Buy Jamnaauto@143.2.
Promoters are increasing the stake and revival in CV cycle is going to increase the sales. Right time to buy.


Buy DHFL@186.5. In recent correction it has made 52 week low. Fundamentally good stock with great future going ahead. One can buy and hold for next 2-3 years for 100% return.

Sunday 17 January 2016

Time To Accumulate Fundamentally Good Shares Now:

We have seen sharp correction in last few days, in some of the midcap and small cap scripts up to 10-30% correction. Instead of getting panic and coming out of the market, its a time to buy in a systematic way, These corrections are like discount sale where every scripts available at good valuations.Time to create a portfolio by adding new scripts or buying more existing scripts or removing some of the unwanted scripts to create a good portfolio for long term.

Friday 1 January 2016