today stock tips

ravikrai · #1 7th August 2006, 06:14 PM

i have come to know that the market depends too much on fed reviews tomorrow. if it goes up tomorrow then go ahead with full blast as it will not come down then.
this is assured tip...

ravikrai · #2 7th August 2006, 06:37 PM

JK Cement
Recommendation: Buy
Price target: Rs295
Current market price: Rs153

Better than expected performance

Result highlights

JK Cement's Q1FY2007 results are way ahead of our expectations, primarily because of higher-than-expected cement realisations.
The revenues for the quarter grew by 39.5% to Rs279.5 crore, driven by a 32% increase in the cement realisations and a 5.7% growth in the cement volumes.
As the cement realisations improved substantially, JK Cement's operating leverage came into play and consequently its operating profit for the quarter grew by a huge 163% to Rs65.7 crore.
The interest for the quarter declined by 37.4% as the company has adjusted interest earned (on the surplus funds from the follow-on public issue) against interest expended. The depreciation for the quarter jumped by 8%.
The net profit for the quarter grew by a staggering 547% year on year (yoy) to Rs33 crore.
JK Cement has acquired a 100% holding of a group company JayKay Cem. This company holds limestone mining rights. The company will now be implementing a 3-million-tonne greenfield cement plant in Karnataka. The plant will commence operations in December 2008.
The company is about to commence commercial operations after the 0.5-million-tonne expansion. Further the company is abount to place the orders for a waste heat recovery plant and a captive power plant (CPP).

ravikrai · #3 7th August 2006, 06:38 PM

Punjab National Bank
Recommendation: Buy
Price target: Rs500
Current market price: Rs367

Strong operating performance

Result highlights

Punjab National Bank (PNB) reported strong operational results for Q1FY2007, which were above our expectations.
The net interest income (NII) grew by 18.8% year on year (yoy) to Rs1,293 crore backed by a 37.5% year-on-year (y-o-y) growth in the advances and a 25-basis-point growth in the net interest margins (NIMs).
However, PNB’s total assets grew by a lower 14% yoy as it redeemed its investments to fund the advances growth. The deposits grew by 15.7% yoy; however, they declined by 2.1% sequentially.
The fee income grew by 52% yoy as the company revised certain fee rates and due to a lower base.
The operating profit grew by 36% yoy, as the operating expenses remained flat. However, adjusting for the exceptional expenses of Rs87 crore in Q1FY2006, the operating profit grew by 19.8% yoy.
The net profit for Q1FY2007 grew by 2.3% yoy to Rs367.6 crore. The same is not strictly comparable with that of Q1FY2006 as during Q1FY2007, PNB had a write back of provisions and one-time losses of Rs386.8 crore.
The concerns we had earlier about the bank like a higher provisioning requirement and a lower fee income have been allayed to an extent with the lower proportion of the available for sale (AFS) portfolio (only 28% of the total investment now falls in the AFS category) and a strong growth in the fee income.
We have revised our FY2007 earnings estimates downwards by 7% to take into account the one-time provisioning done by the bank during this quarter while keeping the FY2008 estimates unchanged.
At the current market price of Rs367, the stock is trading at 5.6x its FY2008E earnings per share (EPS) and 0.9x its FY2008E book value. With a return on equity (ROE) of 17.4% we believe these valuations are attractive. We reiterate our Buy recommendation on the stock with a price target of Rs500.

moneypick · #4 7th August 2006, 08:03 PM

Good Work

ravikrai · #5 9th August 2006, 02:37 PM

Aban Loyd Chiles Offshore
Recommendation: Buy
Price target: Rs1,760
Current market price: Rs1,028

Another shot in the arm
Aban Loyd Chiles Offshore has informed that it has received a Notification of Award (NOA) of contract from ONGC Videsh for hiring the Aban VII rig for the development at Offshore Qatar for a period of approximately four months. The total revenue under this contract would be approximately Rs100 crore, implying a day rate of USD185,000. The operations under this new contract are expected to commence by March 2007, after the completion of the contract with Hindustan Oil Exploration Company (HOEC). The above-mentioned rig is about to commence operations for HOEC for a period of four to five months at a day rate of approximately USD70,000.

ravikrai · #6 9th August 2006, 02:38 PM

ravikrai · #7 9th August 2006, 02:39 PM

Aditya Birla Nuvo
Price target: Rs1,031
Current market price: Rs733

Impressive performance by value businesses

Result highlights

The consolidated revenues of Aditya Birla Nuvo (ABN) in Q1FY2007 grew by 88.6% year on year (yoy) to Rs1,459.1 crore, in line with our estimate. The growth was driven by (1) a strong double-digit growth in its value businesses; (2) the addition of the fertiliser and finance businesses due to the merger of Indo Gulf and Birla Global; (3) a higher share in the telecom business at 20.7% during the quarter as well as a partial effect of the 15% stake in Idea Cellular acquired from the Tatas; and (4) the continued momentum in its growth businesses.
The share of high-growth businesses (garments, life insurance, business process outsourcing [BPO], software and telecom) improved to 57% of sales in Q1FY2007 as compared to 51% in the same period last year.
A sharp margin expansion was witnessed in all the businesses except insurance, BPO and telecom. The margin expansion yoy was of 360 basis points in the garment business, 850 basis points in the software business, 300 basis points in the carbon black business, 190 basis points in the insulator business and 130 basis points in the textile business.
The insurance business rebounded this quarter with the revenues growing by 98.7% to Rs358.5 crore, on the back of a 91% growth yoy in the new business premium to Rs149.8 crore. The loss at the profit before interest and tax (PBIT) level grew to Rs18.1 crore against a loss of Rs3.8 crore in Q1FY2006.
Driven by the good performance of the key business segments and the addition of new businesses, the operating profit margin (OPM) saw an expansion of 240 basis points yoy to 13.7%. Consequently the operating profit grew by a robust 128.7% yoy to Rs199.8 crore. Even the net profit grew by a strong 100.1% yoy to Rs67.5 crore.
Given the diverse businesses of ABN, the company is best valued using the sum-of-parts method. Based on the sum-of-parts valuation of the merged entity, we estimate the fair value of ABN to be Rs1,031 per share. The stock is available at a 28.8% discount to its fair value and we maintain a Buy recommendation on ABN with a 12-month price target of Rs1,031.

ravikrai · #8 9th August 2006, 02:40 PM

book profits on Balrampur chini
sure shot

cybaba · #9 9th August 2006, 09:37 PM

Hi, M new to this trading business and a small time investor, needed some guidance. I have a trading and demat account with 5paisa.com, so far i have seen that their tips are worthless and not of much help. I have bought a few shares and so far had more losses than profits. It would be of great help if anyone could suggest some good stocks atleast to recover my losses.

The following are the stocks which I am currently holding:

Rain Calcining. Bought at Rs.33.95

Aftek Infosys Bought @ Rs.59.85

D-link bought @ Rs.85.70 ( this was the WORST tip i got from them when looking at the price right now)

Dena Bank bought @ 24.65

Any Suggestions on the above ???? Pls Reply ASAP

ziya · #10 9th August 2006, 11:06 PM

GOOD Work Carry on
I m watching this thread daily

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