Year: 2011
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Petronet LNG – entering a new Orbit
This report has been updated in June 2012 – see Petronet LNG – A Solid Gas Company Date: 19 December, 2011 CMP: Rs 157, Large Cap with Market Cap Rs 11,883 crores Advice: Invest, Target: Mar 2013 – 250 and Mar`14 – 301 Petronet LNG is doubling capacities in the next two years. It provides a…
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Indian Equity – Winds of Change
December 16th 2011 The Indian Stock market has been buffeted by a lot of changes in the last few quarters. As a long term investor, one needs to track the key moves and tweak the overall outlook and investment strategy in line with these. While there is a lot of noise and headline grabbing information…
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BGR Energy Systems – Time to Re-energize
Date: December 2, 2011 CMP: Rs 269; Small Cap – Market Cap 1952 crores Advice: Invest at lower levels. Target – Rs 800 in 24 months. BGR Energy is a leader in the Power Plant EPC space. However the industry headwinds have pulled down the business performance. BGR shares have fallen sharply to current under…
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eClerx Services – A Profitable Process
Date: November 16, 2011 CMP: Rs 740; Small Cap – Market Cap 2196 crores Advice: Invest in SIP mode. Target – Rs 1572 in 18 months. eClerx is a niche Knowledge Process Outsourcing firm based in Mumbai. Their focus is on Financial Services and eCommerce, Sales and Marketing customers for process management and analytics. Rapid…
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Bharti Airtel – Take the call
Date: November12, 2011 CMP: Rs 396; Large Cap Advice: Safe long term investment Target: 18 month – 800 There is an update on this report called Bharti Airtel – This is a year of consolidation (Aug 2012) available for readers. Bharti Airtel is a large telecom player. The market leading India business is seeing high competition,…
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Diwali greetings, and some news
On this occasion, we celebrate our association and wish you and your family a very Happy and Prosperous Diwali, and a wonderful year ahead !! I am also glad to share a small update – Click About Me I have noted comments from some of you, asking for regular contributions on this website. So I…
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Hanung Toys and Textiles – Look for the rebound
Date: October 24, 2011 CMP: Rs 109; Small Cap Advice: High Risk, High Gain stock at attractive entry point Target: 9 month – 200; 24 month – 290 Hanung Toys and Textiles is a small but fast growing manufacturer of textile furnishings and toys. The business performance has been robust. A series of news disappointments…
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