🏦 ✏ *Tower Talk*
_*(from Money Times Dated 24th Oct 2016)*_
⚓ US presidential candidate, Donald Trump, said that India and USA will be good friends in future and India can be a big beneficiary of funds coming in from USA. With India’s projected GDP at 8%, the country’s economy is bound to take a leap. In such a scenario, can stock prices lag behind?
⚓ *Reliance Industries’* Q2 PAT jumped 18% on healthy GRMs. Further, with the expected success of Jio, this stock will only go northward. A good long-term buy
⚓ Reports suggest that *Sobha* has bagged some prestigious project orders in the Middle East and some of its ongoing projects have also witnessed boom conditions. Although its recent results were muted, there may be an upsurge in its share price.
⚓ *Yes Bank* posted excellent results once again. With rising NIMs and bad debts in control, its profits are set to rise further. Investors will definitely make money in this stock whether they buy it for the short-term or the long-term.
⚓ *Wipro, India's* third largest IT company, plans to acquire clouds services company Appirio for Rs.3340 crore in an all cash deal. A big positive for the Company.
⚓ The management of *JK Tyre Industries* has clarified that the Company expects better sales this year. Buy for 40% returns within a year.
⚓ It is reported that Canadian FDA has recently concluded the inspection of *Dr. Reddy’s Laboratories’* Srikulam facility, which is a major source of revenue for the Company. Since the reports are positive, exports to Canada may soon resume. A big positive for the Company. Buy for one year.
⚓ *GNA Axles,* makers of rear axle shafts and spindles for light and heavy commercial vehicles, has witnessed rising exports.
⚓ The speciality chemicals sector is booming and with improving profitability, there is no reason why Nocil should be left behind. Buy for handsome gains.
⚓ *National Aluminium Company (Nalco)*, a ‘Navratna’ company, will soon buy back its shares. Further with huge coal blocks, rising aluminum prices, planned capex and low floating capital, this is a good investment bet for a two year horizon.
⚓ With *Fortis Healthcare’s* demerger of its hospital division, there will be value unlocking for investors. A smart wealth creation and investment opportunity.
errgroup
⚓ *TV18 Broadcast* is continuously adding new channels. An average investor fails to understand that there is hidden wealth in the Company as money is being diverted to promote new channels. A good long-term buy.
⚓ *Jasch Industries* reported fairly good results but failed to get investor backing. The Company is now getting demerged and investors will get shares of the automotive division free of cost. A good investment idea.
errgroup
⚓ *Sarla Performance Fibers* is on the verge of a takeoff. The profits of this Company are being ignored for want of clarity. This stock is a potential multibagger in the long run.
⚓ Biotechnology major *Biocon* posted a net profit of Rs.146 crore, which was distinctly above market expectations. The stock is still underpriced.
errgroup
⚓ FMCG major, *Britannia Industries,* has continuously reported strong results. Bombay Burmah Trading Corporation (BBTC) holds over 51% stake in this company and over 20% stake in Bombay Dyeing. The share of BBTC is still undervalued. Buy for hefty gains.
⚓ *HCL Technologies’* Q2 results beat market expectations. Further, the management’s guidance suggests better times going forward. Buy for a year or two.
⚓ Investors have evinced keen interest in the *Gitanjali Gems* counter. The Company is expected to witness a big turnaround with a likely EPS of Rs.22 in FY17 and Rs.28-30 in FY18. Buy for handsome returns.
errgroup
⚓ *Century Enka* is set to post an EPS of over Rs.35 in FY17. The stock is expected to touch Rs.350-400.
⚓ Some HNIs have taken a big call on *Datamatics Global Services,* which is likely to notch an EPS of Rs.12 in FY17. The stock is poised to touch Rs.120.
⚓ On the back of Rs.33 crore capex, *Lincoln Pharmaceuticals* is set to post an EPS
_*(from Money Times Dated 24th Oct 2016)*_
⚓ US presidential candidate, Donald Trump, said that India and USA will be good friends in future and India can be a big beneficiary of funds coming in from USA. With India’s projected GDP at 8%, the country’s economy is bound to take a leap. In such a scenario, can stock prices lag behind?
⚓ *Reliance Industries’* Q2 PAT jumped 18% on healthy GRMs. Further, with the expected success of Jio, this stock will only go northward. A good long-term buy
⚓ Reports suggest that *Sobha* has bagged some prestigious project orders in the Middle East and some of its ongoing projects have also witnessed boom conditions. Although its recent results were muted, there may be an upsurge in its share price.
⚓ *Yes Bank* posted excellent results once again. With rising NIMs and bad debts in control, its profits are set to rise further. Investors will definitely make money in this stock whether they buy it for the short-term or the long-term.
⚓ *Wipro, India's* third largest IT company, plans to acquire clouds services company Appirio for Rs.3340 crore in an all cash deal. A big positive for the Company.
⚓ The management of *JK Tyre Industries* has clarified that the Company expects better sales this year. Buy for 40% returns within a year.
⚓ It is reported that Canadian FDA has recently concluded the inspection of *Dr. Reddy’s Laboratories’* Srikulam facility, which is a major source of revenue for the Company. Since the reports are positive, exports to Canada may soon resume. A big positive for the Company. Buy for one year.
⚓ *GNA Axles,* makers of rear axle shafts and spindles for light and heavy commercial vehicles, has witnessed rising exports.
⚓ The speciality chemicals sector is booming and with improving profitability, there is no reason why Nocil should be left behind. Buy for handsome gains.
⚓ *National Aluminium Company (Nalco)*, a ‘Navratna’ company, will soon buy back its shares. Further with huge coal blocks, rising aluminum prices, planned capex and low floating capital, this is a good investment bet for a two year horizon.
⚓ With *Fortis Healthcare’s* demerger of its hospital division, there will be value unlocking for investors. A smart wealth creation and investment opportunity.
errgroup
⚓ *TV18 Broadcast* is continuously adding new channels. An average investor fails to understand that there is hidden wealth in the Company as money is being diverted to promote new channels. A good long-term buy.
⚓ *Jasch Industries* reported fairly good results but failed to get investor backing. The Company is now getting demerged and investors will get shares of the automotive division free of cost. A good investment idea.
errgroup
⚓ *Sarla Performance Fibers* is on the verge of a takeoff. The profits of this Company are being ignored for want of clarity. This stock is a potential multibagger in the long run.
⚓ Biotechnology major *Biocon* posted a net profit of Rs.146 crore, which was distinctly above market expectations. The stock is still underpriced.
errgroup
⚓ FMCG major, *Britannia Industries,* has continuously reported strong results. Bombay Burmah Trading Corporation (BBTC) holds over 51% stake in this company and over 20% stake in Bombay Dyeing. The share of BBTC is still undervalued. Buy for hefty gains.
⚓ *HCL Technologies’* Q2 results beat market expectations. Further, the management’s guidance suggests better times going forward. Buy for a year or two.
⚓ Investors have evinced keen interest in the *Gitanjali Gems* counter. The Company is expected to witness a big turnaround with a likely EPS of Rs.22 in FY17 and Rs.28-30 in FY18. Buy for handsome returns.
errgroup
⚓ *Century Enka* is set to post an EPS of over Rs.35 in FY17. The stock is expected to touch Rs.350-400.
⚓ Some HNIs have taken a big call on *Datamatics Global Services,* which is likely to notch an EPS of Rs.12 in FY17. The stock is poised to touch Rs.120.
⚓ On the back of Rs.33 crore capex, *Lincoln Pharmaceuticals* is set to post an EPS
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