PowerYourTrade last 2 months MultiBagger Recomondations

#1
1) 05-08-2009 Recommended Price Rs. 50.90 Current Price Rs. 54.35 (Gain 6.78 % )
Finolex Industries
S.P.Tulsian, Investment Advisor
The company is expected to end FY10 with an EPS of around Rs 15 and today it is quoted at Rs 50, giving a PE of just around 3. At the current price, the stock is a great value buy, actually a bargain, given the long term prospects of the stock.


2) 03-08-2009 Recommended Price Rs. 798.35 Current Price Rs. 792.45 (Loss -0.74 % )
UltraTech Cement
PN Vijay, Investment Advisor
At the CMP of Rs 798.35 per share, the stock is trading at a P/E of around 8.1x and 9.1x of its FY10E and FY11E expected earnings, respectively. On the basis of EV/EBDITA, the stock trades at 4.6x and 4.4x for FY10E and FY11E respectively. Price to Book Value of the stock is expected to be at 2 and 1.5 respectively for FY10E and FY11E. It is trading at an EV/tonne of $ 90 and $ 80 its FY10E and FY11E capacities, respectively.

3) 27-07-2009 Recommended Price Rs. 210.50 Current Price Rs. 222.30 (Gain 5.61 % )
Welspun Gujarat Stahl Roh
K.R Choksey Picks,
With revival in crude oil prices, SAW pipe segment will see greater activity. Welspun Gujarats costs will go down significantly with the commissioning of its 1.5 million TPA plate and coil mill. Companys larger exposure to export markets ensures higher margins as compared to other domestic players.

4) 17-07-2009 Recommended Price Rs. 403.75 Current Price Rs. 380.95 (Loss -5.65 % )
Simplex Infrastructure
India Infoline Picks,
Simplex Infras Rs 100 billion order book provides significant earnings visibility for the next two years. Its well diversified order book reduces riskiness by limiting its exposure to any one sector.

5) 15-07-2009 Recommended Price Rs. 34.10 Current Price Rs. 42.45 (Gain 24.49 % )
Jyoti Ltd
Ashish Chugh, Investment Advisor
As against an order book of Rs.1000 crores, the market cap of the company is just Rs.44 crores. The company caters to Water, Power and Irrigation sectors where immense opportunities exist.

6)13-07-2009 Recommended Price Rs. 64.75 Current Price Rs. 88.50 (Gain 36.68 % )
KNR Constructions
S.P.Tulsian, Investment Advisor
KNR Constructions is an infrastructure development company providing engineering, procurement and construction for roads & highways, irrigation and urban water infrastructure management. Its project break up is over 88% for road transportation engineering projects while remaining 12% is of irrigation and water supply and urban water infrastructure management

7) 08-07-2009 Recommended Price Rs. 715.90 Current Price Rs. 874.45 (Gain 22.15 % )
Tata Tea
K.R Choksey Picks,
Operating profit grew by 5% in Q4FY09 on the back of decline in advertisement expenses during as a % to sales from 21.7% in Q4FY08 to 11.8% in Q4FY09. Net Profit before tax & exceptional items declined by 1% y-o-y during Q4FY09 because of increase in depreciation.

8) 29-06-2009 Recommended Price Rs. 604.45 Current Price Rs. 726.75 (Gain 20.23 % )
Hindustan Zinc
PN Vijay, Investment Advisor
With zinc prices trading at their lows and earnings expected to be depressed, the company should command a multiple premium over its historic average.

9)22-06-2009 Recommended Price Rs. 604.75 Current Price Rs. 726.75 (Gain 20.17 % )
Hindustan Zinc
India Infoline Picks,
Hindustan Zinc Ltd (HZL) is set to become the worlds largest integrated zinc-lead producer by FY11E. We expect volumes to witness 23.1% CAGR over the period FY09-11. While the volume growth in FY10E would be achieved by the recent de-bottlenecking process, in FY11E it would come from the expansion of production capacity to 1mtpa (by mid-2010).

10) 15-06-2009 Recommended Price Rs. 157.05 Current Price Rs. 166.40 (Gain 5.95 % )
JMC Projects
S.P.Tulsian, Investment Advisor
At the current price of Rs 157.05, the stock is a prime pick with an eye on the future. Given the thrust on infra, the stock holds immense potential and can give excellent returns over the next 12-15 months.

11) 08-06-2009 Recommended Price Rs. 71.10 Current Price Rs. 58.80 (Loss -17.30 % )
Mercator Lines
PN Vijay, Investment Advisor
The company has marked Rs 2,000 crore to expand its shipping business. It recently acquired a very large ore carrier and is also chartering three post-Panamaxes for five years. These are scheduled for delivery in 2009 and 2010. Mercator currently operates a fleet of 11 dry bulk vessels, nine owned and two chartered.

12) 01-06-2009 Recommended Price Rs. 142.80 Current Price Rs. 167.55 (Gain 17.33 % )
Panacea Biotech
K.R Choksey Picks,
We expect the margins of the company would remain at the level of 25% and 17% at the operating and net level. Looking at the good growth opportunity coupled with robust revenue visibility we maintain our positive view on the company.
 
#2
Updated:

11-08-2009 Recommended Price Rs. 963.40
Current Price Rs. 963.20 (Loss -0.02 % )
Tulip Telecom
K.R Choksey Picks,
We continue to view Tulips shift towards increasing fibre-network customers as a logical progression given the maturity of the industry. We are positively surprised by managements ability to drive higher bandwidth usage, and see strong volume growth from the rollout of fibre networks, especially for the last mile in the top 10 cities where key customers lie.
 
#6
Fundamental Research:

IRB Infrastructure Developers:

On a growth highway

1) Current Price : Rs 187 Target Price : Rs 235

Investment in the road sector is gathering momentum after
a two-year lull. The National Highway Authority of India
(NHAI) has stepped up awarding of projects following the
formation of a new government at the Centre. To revive
interest of developers and speed up the award of projects,
several measures have been introduced and some more are
likely to be taken up. Recently, Union minister for road
transport and highways Kamal Nath reiterated his target of
building 35,000 km of new roads by 2014, effectively
developing 20 km of new roads per day.

IRBID has an engineering, procurement and
construction (EPC) order book of about Rs 3400
crore to be exhausted over 30 months. The
company recently emerged as the lowest bidder
for four BOT projects of the NHAI on grant
basis under NHDP Phase III. By way of
diversification, recently it was also declared
selected bidder for Design, Built, Finance &
Operation of Greenfield Airport in Sindhudurg
District, Maharashtra .
Consolidated revenue of IRBID jumped 80% to
Rs 414.13 crore in the quarter ended June 2009.
Net profit after minority interest was higher by
50% to Rs 81.46 crore. We expect the company
to register EPS of Rs 8.1 in the fiscal ended March
2010. The share price trades at Rs 187. P/E works
to 21.6. The road sector is the only infrastructure
sector where activity has already picked up and
is expected to gather significant pace this year
itself. Being a focused player in this segment,
IRB will continue to attract market fancy and
premium valuation. Accumulate with a mediumterm
price target of Rs 235.
 

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