Tag: equity research
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KEC International is a Modern Powerhouse
Date: February 16, 2012 CMP: Rs 60.6 Advice: Firm is valued at Rs 82; available today at 37% discount Target: March 2014 target of 245 KEC International is the second largest transmission tower manufacturer in the world. It delivers such projects in 45 countries. Synergistic diversifications into Power Systems, Telecom, Water and Railways have de-risked…
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India’s Investment Rockstars
Poll Results on 22nd March Thank you readers for your enthusiastic participation in this Poll. The Winner of the Poll on India’s Investment Rockstars is – Madhusudan Kela. Here is a graphic of the candidates – with one additional name from Reader suggestions. Poll Article on March 7 I recently saw the Hindi movie, Rockstar. Its…
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MCX – 800 pound Gorilla of Commodities; Invest
Update on Feb 28th – Stunning demand, low allotment, bullish signs Update: MCX got subscribed 54 times (4.5 till 2nd day), with QIB 49 times (3.68); HNI 150 (1.9) and Retail 24 (6.9). Allotment price has been fixed at 1032. From a target of 663 crores, the process has generated 36,000 crores !! I have to admit to…
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Bajaj Finance, Auto-matic Growth
___________________________________________________________________ This report was updated on 23rd Jan 2014, find the new report on Link. Date: 31st Jan 2012 CMP: Rs 723 Mid Cap with Market Cap Rs 2534 crores Advice: Invest Target: 1750 by 03/13 and 2700 by…
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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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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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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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