Call from Analysts

[Sarveshk]

Capita Telepholio Suggest Good Buy Call
19/11/2006
BUY : Thermax at Rs 367
BSE Code : 500411
NSE Symbol: THERMAX
Market Lot: 1

Energy & Environment management major Thermax is witnessing strong
demand for its products due to upturn in industrial investment and
preference for captive power solutions. Orders on hand as on Sep 30, '06 stand
at Rs 2659 crore, a rise of 144% y-o-y. On consolidated basis the carry
forward orders stood at Rs 2973 crore.

Actual adjusted consolidated EPS for March 2005 : Rs 6.2
Actual adjusted consolidated EPS for March 2006 : Rs 8.9
Projected adjusted consolidated EPS for March 2007: Rs 15.6

 

[Sarveshk]

Repro India–Buy
CMP: Rs103.5
Buy Repro India at the current market price of Rs103.5 with a
stop loss of Rs94.8 for a target of Rs150.

 

[Sarveshk]

TCS–Buy
CMP: Rs1,141
Buy TCS at the current market price of Rs1,141 with a stop
loss of Rs1,094.8 for a target of Rs1,249.

 

[Sarveshk]

Tata Motors–Buy
CMP: Rs818
Buy Tata Motors at the current market price of Rs818 with a
stop loss of Rs793.4 for a target of Rs868.

 

[Sarveshk]

Capita Telepholio recommends buy call for short term
22/11/2006

BUY : Goodyear India at Rs 176
BSE Code : 500168
NSE Symbol: Not listed
Market Lot: 1

A 74% subsidiary of Goodyear Tyre,USA, Goodyear India has posted remarkable growth in the current year.With benefits of lower raw material
prices expected in future and buoyancy in auto industry, the company should witness healthy growth in future as well.

Actual EPS for December 2005 : Rs 3.8
Projected adjusted EPS for December 2006: Rs 16.9
Projected EPS for December 2007 : Rs 22

 

[Sarveshk]

Capita Telepholio Suggest Very Good BUY Call
24/11/2006
BUY : Honda Siel Power at Rs 167
BSE Code : 522064
NSE Symbol: HONDAPOWER
Market Lot: 1

A 67% subsidiary of Honda, Japan, Honda Power is a leading player in
portable generator sets. Through higher indigenisation, cost control and
better market grip due to upturn in demand and reduced competition due
to stricter compliance norms, the company is set to substantially
improve its profitability. With more than half of its high book value of Rs
150 parked in bank deposits, the company can give a very liberal
dividend and/or go for buyback.

Actual EPS for March 2005 : Rs 7.9
Actual EPS for March 2006 : Rs 10.2
Projected EPS for March 2007: Rs 16.3

 

[Sarveshk]

BUY Calls from Midcaps and 10 Paisa



HOT STOCKS (29/11/2006)

S.No. Scrips BSE Code Recommended Rate Target Rate Stop Loss

1 EIH Ltd. (FV Rs.2) 500840 100.25 110 95

2 Sunil Hitech 532711 107.7 118 102


HOT STOCKS (29/11/2006)


S.No. Scrips BSE Code Recommended Rate Target Rate Stop Loss

1 Arvind Mills Ltd. 500101 52.8 58 50

2 Hotel Leela (FV Rs.2) 500193 66.2 73 63

 

[Sarveshk]

BUY Call Recommendation by Capita Telepholio for this week
BUY : Savita Chemicals at Rs 485
BSE Code : 524667NSE Symbol : SAVITACHEMMarket Lot : 1
Savita Chemicals is one of the largest players in transformer oils and a key player in white oils used in FMCG industry. Strong growth in power sector and in turn the transformer industry augurs well for the sustained high growth of the company. The scrip is available cum 2:3 bonus. Actual EPS for year ended March 2005 : Rs 33.7Actual
EPS for year ended March 2006 : Rs 42.8
Projected EPS for year ended March 2007 : Rs 56.5

 

[Sarveshk]

Capita Telepholio recommends buy call
04/12/2006
BUY : International Combustion (India) at Rs 328
BSE Code : 505737
NSE Symbol : Not listed
Market Lot : 1

International Combustion is a leading player in geared motors, material
handling equipment and other heavy engineering items. Besides catering
to surging domestic industrial capex, the company is now set to
capitalise on its foreign tie-ups for exports as well

Actual EPS for March 2005 : Rs 9.2
Actual EPS for March 2006 : Rs 24.1
Projected EPS for March 2007 : Rs 37.7

 

[Sarveshk]

Capita Telepholio recommends

BUY : Gujarat Apollo Equipments at Rs 182
BSE Code : 522217
NSE Symbol : Not listed
Market Lot : 1

Sustained growth in investment in roads and highways ensure sustained
growth for this road construction equipment company.

Actual EPS for year ended March 2005 : Rs 7.6
Actual EPS for year ended March 2006 : Rs 15
Projected EPS for year ended March 2007 : Rs 22.3