Tuesday, 12 April 2016

Gokaldas Exports - Repeat

Gokaldas exports has been recommended earlier around 73. Recently, company has seen some buying interest and stock has swiftly move from 60 levels to 75. Since, virtual promotor blackstone is taking increasing interest in turning around the company performance, we believe steady quarterly improving fundamentals can lead to re-rate of  this stock.

As investors should not believe in magic to happen in 10-15 days, we advise investors to keep a watch on the counter and buy at the right time.


Friday, 8 April 2016

KATWA UDYOG



Keshav Cement

Some stocks give opportunity to invest in business by providing clear and visible growth through expansion and utilizing their maximum capacity. We have seen previously, Deccan cement is such a company, which was recommended around 508 and it has shown 40% upwards price justification with in span of six months.

The similar visibility can be seen in Keshav cement, as known as Katwa Udyog.  Investors who wants to make an early entry and hold the stock for next 12-18 months, for them we advise to add a small tracking entry in this counter.

(Disc. Holding small tracking entry. May take further decision based on company outlook and future prospects of growth.)

Thursday, 31 March 2016

Mindteck India



Considering best future opportunities and build business around it can lead to a future multibagger stories. As 2-3 years before cloud computing technology was in infant stage and we have seen companies like 8k miles have hugely benefited after market has understood the opportunity.

As, Internet of things could be next trigger in upcoming 2-3 years, Mindteck may have taken right step in growing with opportunity by  joining Intel@Internet of Things Solutions Alliance.

We advise investors to keep a close watch and may take initial position based on their risk taking strategy.

Disc. Closely tracking, may consider buying position with further analysis.

Monday, 28 March 2016

Ganesha Ecosphere Repeat

Improving performance 
Double digit growth 
Government push for recycling products are some of the reasons investors should buy this script for longer term horizon. This script was initially recommended around 80, however we still believe there is a significant scope of improvement. Hence, long term investors can accumulate the script in the range from 130-140.

Sunday, 20 March 2016

Ratnamani Metals & Tubes Ltd. - Repeat

With Steel sector bottoming out and oil and gas price recovery, Ratnamani metals is likely to improve performance in coming quarters. Investors with more than 1 year time horizon can look into the stock.