Category: STOCK ANALYSIS
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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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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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Mundra Port: Infra play at good valuations
…………………………………………………………………………………. There is an update to this report. Read this latest Sept 2012 update called ‘Adani Port – The Great Australian Adventure’. Click this LINK Introduction Mundra Port and SEZ (MPSEZ) is a Gujarat based infrastructure and exports play. Promoted by Adani Group, it includes the following businesses – India’s largest private port, with volumes…
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Bharat Forge – the Forging Giant Returns
CMP: 291 Date: 12-08- 2011 Advice: Invest in SIP fashion Till 2006 Bharat Forge (BF) was primarily an auto components firm. A number of mergers and acquisitions in the 2004-07 periods saw BF also enter in several new geographies. Manufacturing is in 11 locations and 5 countries: India (4), Germany (3), China (2), Sweden…
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A Titan for the long term
——————————————————————————————————- There is an update of this report dated Nov2012, Titan – The Jewel in the Crown Titan Industries is a power brand and the largest specialty retail chain in India. It is translating the success in watches into new categories by adding one every 5-7 years, and now also straddles jewellery, eye wear and…
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