my views on the results tht i have ben tracking lately...rating have been given according to the future visibility...past performance......price movement......holding structure n valuations
SIMPLEX CASTING…results r good….PAT has shown 100% growth…though future will depend on the orders frm railway industry….since the railway industry is doing good….guess simplex shld also do good….market performer…new orders might spark thegrowth….keep a watch on the announcement……2.5 STAR
HIRAN ORGOCHEM…..excellent results…..exponential growth….for the coming 2 yrs management is trying for 100% growth….available at 5 PE on a EPS of 19…..definately shld be bought on every decline….quoting cheap…..out-performer…..minimum 75% appreciation can be expected ……3.5 STAR
KARUTURI…..good growth…100% for the past 2 yrs…..fairly valued at current price…100% growth expected for the next 2 yrs….wait for a correction to buy into this….good pick at 100 levels…..2.5 STAR
NATIONAL STEEL …..good results….40% growth…..EPS of 7……FY 06-07 will be much better as expansion results will kick in…book value of 45…definitely a multibagger if held for 15-18 months…wait for a price of 25 something….have run up frm 20 to 30……3.5 STAR
WS IND….profit has raised frm 2.1 crs to 4.3 crs…..growth is expected to be good in the next few yrs since power industry future is bright….target given by sharekhan is 120……one shld accumulate this arnd 53-55….good support base according to me……….2.5 STAR
JUPITER BIO…….pat has raised frm 14.15 crs to 20 crs…..company is undervalued considering the EPS of 23……one can buy arnd 130-135…….2.5 STAR
Syncom formulation….profit has dropped frm 7.12 cr to 5.47 cr…..promoters were allotted shares at a price of 105 somewhere in nov-dec…..those holding shld continue holding…..can be bought in small qty arnd 50 by risk takers…….EPS arnd 10……2 star
PARADYNE INFO…..not much of info available….EPS of arnd 8….small investment can be considered arnd 64 levels……2.5 star
VICEROY HOTELS….profit has fallen compared to last yr….where most of the hotel sectors are showing good growth……viceroy hotel has shown disappointing results…EPS of mere .75 paise……..better to keep off frm such stocks according to me
INDIAN SUCROSE….has shown 50% growth in net profit….EPS of 10….a small company….can be bought arnd 43 levels in small qty…….2.5 star
MACHINO PLASTIC…….results been moderate…..fairly priced at current levels…..good support level arnd 52 though…….2 star
MANALI PETRO……PAT N SALES have shown 50% growth…..EPS of 2.97…..can be accumulated arnd 18 levels…..market performer……2.5 star
ICSA….profit has raised frm 3.76 to 17.46 crs….EPS of 30…..…been securing many orders…future is looking quite bright…. good support arnd 515 levels….3 star
LAKSHMI ELECTRICAL CONTROL SYStem…..PROFIT arnd 5.3 frm 4.26…25% growth…EPS of 21….fairly priced arnd current price….promoter holding of juss 20% is something one shld be aware off…..2 star
ITL…..Q4 has shown 100% growth compared to the prev qtr of the same yr n 400% growth compared to the last yr…..for the full yr profit has been 1.34 crs compared to 40 lakhs of last yr….EPs arnd 4.12…..has good support arnd 35 levels….. For FY07, ITL is likely to acheive turnover of RS. 35 CRS. and NP of RS.3.65 CRS. which will give EPS of 12…..3 star
BATLIBOI…RESULTS HAS BEEN QUITE GOOD….FRM 5.41 TO 8.56…EPS OF 6.31…fairly valued at current levels….wait for a correction to buy into this….80% promoters holding
SANGAM INDIA….profit doubled compared to last yr….frm 12 to 24 crs….eps of 8.5….fairly valued at current price….a good buy arnd 66-73 levels….3 star
Century enka……a disappointing yr for century enka due to higher raw material prices n fuel prices….been a under performer…..sell n wait for a price below 150 to buy for a period of minimum 2 yrs…2 star
KARUR KCP…..NET PROFIT GREW FRM 4.7 TO 8 CRS….COMPANY IS GETTING MANY ORDERS…..FUTURE IS BRING….EPS OF 8 FOR FY06…3.5 star
SUTLEJ IND…..EXCELLENT RESULTS…PROFITS RAISED FRM 15.5 TO 27 CRS…eps OF ARND 30….shld be bought at decline…..fairly priced at current levels….shld be bought below 300………3.5 star
SATNAM OVERSEAS….results have been good…have shown 35% growth….EPS of 10 for the current yr….profit has increased frm 15.5 to 21.5 CRS…..shld be bought at declines…..good support arnd 78-80 levels…3.5 star
Visaka…..profit has shown 100% growth compared to last yr….on a EPS of 19…stocks seems to be under valued……shld be bought at every decline…good support arnd 125 levels….3 star
TINPLATE….DEC QTR results have been really good….for the past 2 yrs its showing 50% growth….for a EPS of 11.36 the stock seems to be under valued…expansion is going on…stock is an excellent bet at 80 levels…….3.5 star
Walchandnagar….march qtr been really gr8…EPS of the last 2 qtrs wrks out to be 16.5….seems to be richly valued at the current price….a good pick arnd 535 levels…..wait for decline……3.5 star
Hyderabad ind…..profit rosed frm 9 crs to 28 crs….EPS of 50….stock seems to be quite cheap looking at the future going fwd…..shld be bought at every dip…good support arnd 425 levels…4 star
HOTEL LEELA…..there has been growth of 125% plus….frm 44.46 crs to 100.8 crs…EPS of 14….profit suppose to double in FY07….a good buy arnd 300 levels…..wait for decline to accumulate….4 star
INDOCO REMIDIES…..march results have been bad…sales have declined compared to the dec n sep quarters…PAT juss 1.4 compared to 7.79 n 6.42 of dec n sep….buy arnd a price of 300…wait for a good correction…fairly valued at current price….3 star
KSB pumps…..results for march quarter been good….increase in 15% sales compared to dec qtr…n PAT increased by 50%....EPS can be expected atleast 30…shld be accumulated arnd 375-400 levels….have run up a lot…wait for correction…..richly valued at current price….3.5 star
Macmillian…results been fine….good support arnd 450 levels…..yr low of 392…..safe bet..buy on decline….3 star
SURYA PHARMA….profits have doubled frm 11.5 to 24 crs….on a EPS of 21.5 it is quoting quite cheap… good support arnd 135….4 star
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