Rumour Post On Halaal Street

Powergrid stock seems to have reached its optimum valuation at Rs 145, in the short run. Long term prospects are good as share price may touch Rs 175 mark by March 08.


GMR Infrastructure is likely to finalise lease of its 45 acre land at Delhi airport on which the company is likely to mobilize over Rs 3000 crore. The companys remaining 200 acre land also at Delhi would be developed by the company. Share is likely to touch Rs 185 in November F&O series.

Dhanlakshmi Bank has shown over 125% growth in PBT for September quarter as well as for H1 of FY 08. FY 08 EPS may cross Rs 10. The share at Rs 70 is probably cheapest for any private sector bank.

RIIL may hover around Rs 3000 for whole of November and may then proceed to a new level, once restructuring of infrastructure projects are announced by Reliance group into the company.

Reliance Petroleum may make a preferential allotment of close to 150 crore equity shares of the company at over Rs 200 per share to Chevron to enable them to raise their stake to 29%. This could bring in over Rs 30,000 crores into the company which could make the company debt free (debt of Rs 14,000 crores) as also enable it expand its refinery and petrochemical capacity.

Resignations of Manmohan Shetty and Pooja Shetty from the Board of ADLABS Films is viewed positively by the market as now the company may be a platform for Reliance ADAG Group to go in a big way in entertainment sector. Share is tipped to touch four digit mark very soon................

Lakshmi Electrical Control has posted an EPS of Rs 13.36 for September 07 quarter on standalone basis. H2 is reported to be very good. The company is maker of switchgears, having EBITDA margin of 35%, highest in the industry, and way ahead of Siemens. FY 08 EPS may touch Rs 45 and share is ruling at Rs 390. FY 09 EPS may cross Rs 65. Share has potential to touch Rs 600 mark in next 6 months............

Ministry of Finance has opposed Noida airport proposed at 70 km away from Delhi Airport. GMR Infra is upgrading the Delhi Airport capacity to cater upto 2020. Also, the likely approval of lease of 45 acres of land at Delhi Airport would sharply re-rate the stock. Share can cross Rs 200 mark in November F&O series.

APTECH............IT education company Aptech Limited has posted a global system-wide booking of Rs 392.91 crores for the third quarter ending September 2007, up 22 per cent YoY. Profit before tax and extraordinary items stood at Rs 9.33 crores and the PAT stood at 7.68 crores for the quarter ended September 2007. Income from operations at Rs 65.26 crores increased 19 per cent from Q3 2006 (Rs 54.72 crores).

Aptech added seven new centres in Q3, taking the total of newly added international centres in 2007 to 24. Aptech also rolled out its offering for schools - Aptech Plus in Mongolia. The company added three new centres of Arena Animation in Q3 in India, with another 11 in the pipeline, and opened seven new Aptech Computer Education centres in this quarter in India.

Commenting on Aptechs performance, Pramod Khera, CEO and MD, Aptech Ltd, said, Both in China and India, Aptech has doubled its spends in marketing this year compared to the last year. This has resulted in a 55 per cent increase in the system-wide revenues giving us a greater visibility for income in the coming three quarters. Last quarter, the highlight was the launch of the new brand for Certified Hardware and Networking programs viz. N-Power. It is poised to grow rapidly in Q4, during which we plan to open 50 centres domestically. With our nonretail businesses attaining a critical mass, we would look at the coming year for sustained profitable growth.

For the 9 months ending Sept 2007, Aptech's Global System - wide Booking stood at 1086.43 cr compared to 700.93 cr during the same period last year, registering an impressive 55% growth. ...............

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TCI Finance is holding 30236 shares of TCI Industries (market value Rs 24 crores) and 1.33 crore shares of Gati (market value Rs 140 crores), having market value of over Rs 165 crores. TCI Finance equity of Rs 14.62 crores and ruling at Rs 46, has market capitalization of just Rs 68 crores.

Nalwa Sons seems to have reached its full value at Rs 2100. The company is holding 107 lakh shares of Jindal Saw (825 crores) and 45 lakh shares of JSW Steel. NAV per share is close to Rs 2,600 per share. Profit booking is advised in Nalwa Sons at Rs 2100.

Polyplex has posted good consolidated results for September 07 with EPS of Rs 15. FY 08 EPS is likely to cross Rs 70 due to overseas subsidiary.

CAIRN............ Increasing oil prices and the speculation of a takeover by a global major is expected to help the scrip move upward. Recent reports suggest that Cairn might receive takeover offers and immediate the parent company and the Indian stock reacted sharply to the report. While there has been no official confirmation to this report, we think that the Rajasthan block can be an attractive asset in a production portfolio.

Renewed buying interest
After strong Q2FY08 results renewed buying interest appears to have emerged on the counter of Sagar Cement (BSE Code: 502090 ),
Renewed buying interest
.
If the market rumours are to be believed then the Vishu International (BSE Code: 590038 ) is expected to raise funds through GDR issued at higher price as compared to the CMP of Rs 13.50. Renewed buying interest
horizon.