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.