Call from Analysts

Sarveshk · #1 29th August 2006, 11:32 PM

Ashwani Gujral BUY Recommendations:

Buy Infosys with a stoploss of Rs 1720, for a target of Rs 1850
Buy HPCL with a stoploss of Rs 250, for a target of Rs 310

Rajat K Bose BUY Recommendations:

Buy HPCL (Rs 269.05) with a stop loss below Rs 257 for a target of Rs 293
Buy ABB (Rs 2833.20) with a stop loss below Rs 2807 for a target of Rs 2915

E Mathew BUY Recommendations:

Buy RPG Life Science with a stop loss of Rs 109 for a short-term target of Rs 171

Agilent · #2 29th August 2006, 11:45 PM

Quote:

Originally Posted by Sarveshk

Ashwani Gujral BUY Recommendations:

Buy Infosys with a stoploss of Rs 1720, for a target of Rs 1850
Buy HPCL with a stoploss of Rs 250, for a target of Rs 310

You have energy boosters, and u have voltage boosters ,

But have u heard of momentum boosters ?

No one better than Ashwani Gujral in this field . How many of us recall that in May when markets were falling, he predicted confidently that sensex will tumble to 7 K . (That was one time he got it wrong, fortunately for the longs)

So guys, pl be a bit circumspect. Nothing personal against him ... but bear in mind he is a great momentum booster, and that partly explains his popularity amongst swing traders

AGILENT

devansh_god · #3 30th August 2006, 10:03 AM

these are power your trade calls............ could tou please sahre them on a regular basis???

amitt29 · #4 30th August 2006, 08:54 PM

Quote:

Originally Posted by Agilent

You have energy boosters, and u have voltage boosters ,

But have u heard of momentum boosters ?
So guys, pl be a bit circumspect. Nothing personal against him ... but bear in mind he is a great momentum booster, and that partly explains his popularity amongst swing traders
AGILENT

Is that some thing to do with his mass?More mass more momentum.

Sarveshk · #5 30th August 2006, 09:46 PM

We initiate coverage on REI Agro. with a BUY recommendation and a price target of
Rs.170/-. CMP is Rs. 124.
Investment Arguments
Largest Basmati Rice Miller in the World
REI has in a timespan of less than a decade, emerged as the largest Basmati rice miller & enhanced capacities will enable the company to cater to growing market demands, particularly from modern retail & export markets.
Shift from Unorganized to Organized
There's a perceptible shift of market share from unorganized players to organized ones, as they are able to offer quality product in volumes & at affordable price. REI, being a key player, will be able to leverage it's economies of scale to garner greater market share.
Favorable Demographics
India's Favorable Demographics, coupled with rising incomes & the willingness of consumers to pay a price premuim will provide greater opportunities for Branded players.
Improved Revenue Mix
Over the last 2 years, the contributions from Branded Sales & Export sales are rising & management is taking credible steps to further better that mix.

Enhancing Margins
Company's initiative to emerge as a branded player, both domestically & overseas is enhancing the margins, a trend likely to continue in near future.
Risk Factors
Being an Agro-based player, company is vulnerable to vagaries of nature.
High Leverage, with relatively low net margins could doubly hurt the company, in case of bumper basmati crops.
Valuations
At the current Market Price, the stock discounts FY07E Earnings by 6.5x & FY08E earnings by 4.9x, which is lower than the historical multiple stock traded at. Also, given the leadership status of the company & earning visibility, we initiate coverage with an
Buy rating & a price target of Rs.170/-
source: Anand Rathi securities

Sarveshk · #6 30th August 2006, 09:48 PM

HIGH RISK / HIGH RETURN Investment

INDIA BULLS ( Rs.301.70) is being bought by a Mumbai based operator in a big way and he expects the stock to cross the Rs.350 mark very soon.
ESAB INDIA ( Rs.375.25 ) is likely to report excellent numbers in the next two quarters, says a leading engineering analyst from Mumbai. He expects the stock to cross the Rs.500 mark in the next one year.
TRF is likely to receive a big order and a leading brokerage house is recommending this stock to all their clients with a price target or Rs.600 plus in one year.

aca_trader · #7 30th August 2006, 10:07 PM

Quote:

Originally Posted by Sarveshk

We initiate coverage on REI Agro. with a BUY recommendation and a price target of
Rs.170/-. CMP is Rs. 124.
Investment Arguments
Largest Basmati Rice Miller in the World
REI has in a timespan of less than a decade, emerged as the largest Basmati rice miller & enhanced capacities will enable the company to cater to growing market demands, particularly from modern retail & export markets.
Shift from Unorganized to Organized
There's a perceptible shift of market share from unorganized players to organized ones, as they are able to offer quality product in volumes & at affordable price. REI, being a key player, will be able to leverage it's economies of scale to garner greater market share.
Favorable Demographics
India's Favorable Demographics, coupled with rising incomes & the willingness of consumers to pay a price premuim will provide greater opportunities for Branded players.
Improved Revenue Mix
Over the last 2 years, the contributions from Branded Sales & Export sales are rising & management is taking credible steps to further better that mix.

Enhancing Margins
Company's initiative to emerge as a branded player, both domestically & overseas is enhancing the margins, a trend likely to continue in near future.
Risk Factors
Being an Agro-based player, company is vulnerable to vagaries of nature.
High Leverage, with relatively low net margins could doubly hurt the company, in case of bumper basmati crops.
Valuations
At the current Market Price, the stock discounts FY07E Earnings by 6.5x & FY08E earnings by 4.9x, which is lower than the historical multiple stock traded at. Also, given the leadership status of the company & earning visibility, we initiate coverage with an
Buy rating & a price target of Rs.170/-
source: Anand Rathi securities

Strong BUY but for reasons other than those mentioned here.

Best Regards,
--Ashish

rajekc · #8 30th August 2006, 10:35 PM

Hi

To my experience Ashwani and Mathew recos are really good finds for momemtum stocks for a day trader. If you have good TA skills for day trading you can day trade them.

Bye
Raj

judemit · #9 30th August 2006, 11:10 PM

Quote:

Originally Posted by aca_trader

Strong BUY but for reasons other than those mentioned here.

Best Regards,
--Ashish

Hi Ashish,
Could you share your views/reasons on this stock. I have a position in this stock.

Thanks in advance.

aca_trader · #10 30th August 2006, 11:19 PM

Quote:

Originally Posted by judemit

Hi Ashish,
Could you share your views/reasons on this stock. I have a position in this stock.

Thanks in advance.

First of all it was a fundamental recommendation and not Technical One. As you are aware it may flare tomorrow or next year, nobody can be certain about that.

About the rational, I just can say that at the moment I am auditing the group. Beyond that sharing anything is not permissible by law and ethics.

Best Regards,
--Ashish

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