Sunday 2 September 2007

What's In My Portfolio


  • Acrow India
  • Tamilnadu Newspaper
  • UTV Software
  • Reliance Capital
  • Zee News
  • Kriti Industries
  • Deep Industries
  • Pantaloon Retail
  • Mphasis
  • Tech Mahindra
  • Network 18 Fincap Ltd.
  • Bihar Tubes
  • Banswara Syntex
  • L & T

Learn the basics: http://knowmarket.blogspot.com/

Gainers Of The Last Month

List of stocks which gained over 20% during last month

security name

current close (Rs.)last close(Rs.)gain%
RR Financial80.3520.29296.00
Acurat Trdgn142.6049.05190.72
TCIIndustrie3,693.601,406.35162.63
ModernDairis104.7540.45158.96
Informed Tec60.4523.50157.23
ETC Networks132.3554.55142.62
Tribhuvan Ho67.4028.35137.74
ParentrlDrug186.3583.80122.37
InfoDrivSoft52.9524.35117.45
Jai Corp 7,002.503,230.50116.76
Khoday India337.25156.95114.87
Bombay Barod146.6068.50114.01
PionrInvstcr348.45164.45111.88
Temptn Foods187.6591.00106.20
SoftsolIndia72.1035.75101.67
Charter Car 43.4522.5093.11
OrissaSpngIr72.3538.4588.16
ABM Knowledg41.0021.9586.78
Aditya Leas 95.3551.2086.23
Galada Power36.9020.0584.03
Inertia Inds58.7032.1082.86
Sahara Housi59.9033.1080.96
TrishaktElec105.3058.9578.62
AmbalalSarbh37.3520.9578.28
Facts Sec 259.10146.2077.22
Ankur Agenc 101.0057.2076.57
MMTC 4,581.902,599.4076.26
IndbnkMrchBn36.7521.0075.00
CompuageInfo46.9027.2572.11
Sulzer India705.05409.7072.08
CharteredStl38.5022.5071.11
Anjani Synth57.4033.6570.57
Jaybharat Sa396.95235.4068.62
Relaxo Foot 63.1537.7567.28
PG Foils 42.0025.5064.70
Carnation In32.9020.0564.08
LynxMachinry83.2552.0063.26
RohitPulp&Pa41.9025.7063.03
Sanghi Inds 98.3560.8561.62
REIAgroLtd 325.10201.5561.29
MP Glychem 49.8030.9061.16
DianaTeaCo 33.7521.2059.19
Tulsyan NEC 72.3045.7558.03
LloydsMetals103.6065.9057.20
Compact Disc71.5045.6056.79
Stovec Inds 174.00111.1056.61
SpeciltyPapr67.8043.4556.04
VinatiOrgnic85.7055.0555.67
Triveni Eng 81.8553.2053.85
Acrow India 312.15205.9551.56
Akar Tools 40.1026.5551.03
BCC Fuba 31.7521.1050.47
WS Inds 87.2558.0550.30
NagrjnFert&C35.9023.9050.20
ShalimrPaint360.00240.0050.00
Kriti Inds 101.1068.0048.67
SMIFS Cap.Ma71.0048.1547.45
ShreeGan.For77.4052.6547.00
BhrtFertInds68.7547.0046.27
Voltamp Tran1,143.80782.4046.19
Shri Bajrang54.2037.1046.09
PioneerDist 49.2033.7045.99
Technica Val43.7530.3044.38
BankofRajthn94.3565.8843.21
Kirlos.Elect231.00163.2041.54
Accentia Tec44.20160.2540.74
Accentia Tec225.55160.2540.74
Sat Invest 37.4026.6040.60
RDB Inds 168.85120.2040.47
GulshanSugar29.9021.3040.37
Rasoi 294.75210.0040.35
Steel Exchan38.2027.2540.18
Kadamb Const34.2024.4539.87
Walchand Cap1,788.651,289.9038.66
VB DesaiFinS31.7523.0038.04
IFB AgroInds85.1061.6538.03
Bliss GVS 214.35155.3038.02
Bliss GVS 50.00155.3038.02
Kavveri Tele144.00104.5037.79
ICSA India 1,762.201,280.5037.61
MetalmanInds31.3022.7537.58
BalmrLawrVan46.5533.8537.51
Hitachi Home138.80101.0537.35
JhunjhunVans79.1557.7037.17
Mayur Leathe32.8524.0036.87
StelcoStrips47.7534.9536.62
Avanti Feeds49.0536.0036.25
Praksh Inds 90.6066.7535.73
NakodaTextIn33.8024.9535.47
JP Hydro Pow49.4036.6034.97
Jaihind Proj90.0066.7034.93
Network 58.5543.5034.59
UB Engg 73.9054.9534.48
Educomp Solu2,883.702,157.1033.68
RajndraMechn72.0053.9033.58
ConsoFinvest44.0033.0033.33
Hind Copper 140.35105.4533.09
Jai BalajiSp172.20129.7032.76
Exide Inds 61.4546.4032.43
MSK Projects94.9571.9032.05
Mang.ChemFer27.4520.8031.97
Premier Ltd 72.5055.0031.81
StresscreteI28.9522.0031.59
MahalxmSeaml43.0532.8031.25
JagatjitInds111.8585.2531.20
OilCntryTubl88.8567.9030.85
VikramThermo29.9522.9030.78
Guj Hotels 70.0053.5530.71
Orbit Corp 449.65344.1530.65
Chambal Fert46.7035.7530.62
Master Trust52.9540.5530.57
TipsIndustri58.4544.8530.32
VijayShntiBl200.60154.0030.25
BhansaliEngg26.5020.3530.22
Kemp 375.00288.0030.20
Natl Oxygen 52.4040.2530.18
Centrum Cap 650.00500.0030.00
21CenPrinter59.1545.5030.00
IFB Inds 41.4031.8529.98
KilitchDrugs132.00102.1029.28
Zyden Gentec35.6027.6028.98
Kalpana Inds84.2565.3528.92
NamCredt&Inv26.1020.2528.88
RaiprAloy&St269.70209.6528.64
Blue Star 315.00245.1028.51
HariyanaShip36.6028.5028.42
GenusOversea470.95367.1528.27
VardhmanInds27.0021.0528.26
CindrellaHtl38.7030.2527.93
Salora Intrl150.55117.8027.80
TataSpngIron148.30116.4027.40
Panaso.Home 45.6035.8527.19
FlexoFilmWrp88.4069.5527.10
Asso Profile61.5048.4027.06
KIC Metaliks66.3052.2526.88
NikhilAdhesv33.5526.5526.36
MillarsIndia149.00118.0026.27
GTL Infra 33.9026.8826.13
Ahluw.Contra635.35505.0025.81
Balasore All39.1031.1025.72
Bhuwalka Stl46.2036.7525.71
SpanDiagnost61.6049.1025.45
Harita Seat 216.10172.9024.98
Innosoft Tec46.6537.3524.89
FortisFinSer91.4073.4324.46
Natl Mineral4,900.003,937.4024.44
AlfaTrnsfmer76.7061.7024.31
Vadilal Inds61.7549.8023.99
HerculsHoist2,728.802,202.1523.91
LogixMicrosy298.25240.8023.85
Jindal Poly 196.70158.8523.82
Asthtic Inv 656.10530.1023.76
SanghviMover211.90171.5923.49
AlianzSec(DS71.7558.1023.49
XL Telecom 157.10127.3523.36
LakshmMillCo1,732.301,404.8023.31
Aarve Denim 88.6072.1022.88
Todays Writi67.9555.3022.87
IndsilElectr42.0534.2522.77
Ion Exchange190.10154.8522.76
AndraCements36.7530.0022.50
GarwarePlyst56.0545.8522.24
AK Cap Serv 226.35186.1021.62
Ramkri Forge199.70164.2021.61
Fortune Fin 102.6084.4021.56
BajajStlInds58.5548.2021.47
Wallfort Fin28.0522.0021.13
Real Strips 53.2043.9521.04
Best&Crmpton36.8030.4520.85
ToursmFinCor25.7521.3520.60
Sanguine Med49.5041.0520.58
IndoGre.Proj38.9032.3020.43
Shilpa Medi 601.00499.9520.21
Denison Hydr415.80346.0020.17
Shree Ashtav374.05311.3020.15
MayurUniquot37.9531.6020.09
RatnamniMtls1,141.65951.1020.03

Monthly Call

Reliance Capital

CMP: 1139
Target 1: 1210
Target 2: 1245


Current Quote of Reliance Capital




[Click on the image to view it properly]



Learn the basics: http://knowmarket.blogspot.com/





Six Month Call

Gati Corporation

CMP: 106

Target 1: 133

Target 2: 140

Current Quote of Gati Corporation

Gati is quite a nice stock to invest in. Logistics is a very high growth sector and it is one very well established company in this industry. It is a leader in express cargo management and doing very well. Both revenue and net profit have increased substantially in the year ending June 2007. The company is expanding capacity by leasing out 5 more freight names, increasing number of ships from 3 to 5 and also doubling their warehousing capacity. They have also forayed into transportation of perishable goods to take advantage of the boom happening in the organised retail industry. In this regard, they have taken over Kausar India, a Delhi based company."

They also have international offices. They have a strong presence in China; they are increasing their footprint further by forging new alliances and JVs. Besides China, they also have a presence in other countries like Singapore, Hong Kong, Thailand, Dubai, Mauritius. With all this and in the background of some high growth in logistics in India, it is expected that their revenue will be more than double in the next two years."

Though the target mentioned are in view of six month perspective, however, if an investor wants to stay longer, I think from a two to three year perspective, you can expect even better returns from this stock."

Learn the basics: http://knowmarket.blogspot.com/

Target-A-Year

ICICI Bank
CMP: Rs 881

Target 1: Rs 1,275
Target 2: Rs 1,305

Current Quote of ICICI

There is a strong chance or shall I say psychological sentiment in the market that may drive this stock under pressure in the near term. but I believe the stock, trading at 1.5 times FY08E adjusted book (after deducting value of subsidiaries; 1.1x FY09 adjusted book) could trade at 1.8-2.0 times adjusted book one-year forward (FY09 estimated), given the improved visibility of earnings are likely to be seen in the coming quarters, estimated earnings growth of +35% in FY09E, and rising value of its subsidiaries.

ICICI Bank appears to be a long term story with an aggressive growth strategy that would now focus on the country's poor on the one end and overseas operations on the other, apart from the traditional segments like urban retail and corporate banking. Over the next two years, the bank should be able to achieve an asset growth of 28 per cent and profits some 35 per cent, according to estimates.

Despite the accelerated growth if anyone is complaining it is because ICICI Bank has been knocking at the capital market more often than its peers thus earnings a lower return on equity (ROE). Much to the dismay of analysts, ICICI Bank raised roughly Rs 10,000 crore (Rs 100 billion) over the past three years.

The pertinent question is whether ICICI Financial Services' current valuations would be sustained when the company goes for listing about 12-24 months from now. Otherwise, investors may not realize the value made out to be built into the stock. The answer to this question is most likely!

My advice to retailers is that if you can involve money for at least 6 months horizon, do invest in it, you'll get reward. For short term players, downside risk is lower, but you may find a better opportunity to get in. The target price for this stock is 1305.

Learn the basics: http://knowmarket.blogspot.com/

Next IPO

None at the Moment!!
[Wait and watch for next market move for some time]

Learn the basics: http://knowmarket.blogspot.com/

Gray Market Premium

Power Grid Corporation 44 to 52 9 to 10

Motilal Oswal 825 90 to 95

Indowind Energy 55 to 65 Discount

Magnum Venture 27 to 30 Discount




Learn the basics: http://knowmarket.blogspot.com/

Recent Happenings

  • Sensex holds 200-day EMA levels, gains 2% for the week.

  • Left opposes Govt going ahead further on Indo-US nuclear negotiations.

  • SEBI proposes fast track equity floats for high market-cap companies.

  • India's foreign exchange reserve dip on FII selling.

  • State Bank of Saurashtra to merge with SBI.

  • Direct Tax collections up 44% till Aug'15.

  • UP Govt bans corporate retailers selling vegetable, fruits, groceries.

  • Motilal Oswal IPO over-subscribed 27 times.

  • Market recover partially