Stocks

180 to 190 near term

Panacea Biotec

Posted by : LEO THE LION
Price when posted : BSE: Rs 183.20 ( 4.99 % ), NSE: Rs. 183.70 ( 5.00 % )

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this years expected EBITDA is also low and no much profits, but still it has demand on valuations. Sure patience will reward. Next year , for fy-2011 it will shoot up to higher levels....

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180 to 190 near term

Posted by : tara23

yes u r the winner as always...

Partial Shares Payement

Reliance

Posted by : bhusbhac
Price when posted : BSE: Rs 2219.90 ( 2.01 % ), NSE: Rs. 2221.45 ( 2.03 % )

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pss5588 - I don`t know about that the BOSS has to make money elsewhere. He has also to pay something which RIL cannot directly. I admit I will remain blind in some pockets since I don`t see any other way out.

However many expressed fear about the issue of the payment of partial shares. I was not much aware and I think you clarified that correctly and I much appreicate that.

I also mean that a business with such large capitalisation and market command cannot go about CHEATING everyone around in tis fullest definitions.

Otherwise you know, I know and we all know that ours is a corrupt nation and things will just not move without this important ingredient.

So today I made an error by selling RIL at Rs 1999 although I was fortunate it was just 10 shares and I was to follow up but realised that this scrip is not ex bonus as yet.

Anyway best of luck to all I was a seller today anyway I don`t regret it at all. Will buy some other stock I have in mind in a day or two....

In reply to:

Partial Shares Payement

Posted by : pss5588

bbji,

Q
agrawal - So can we at least sat that barring with his brother and mother Mukesh Ambani is not a cheat with the general public?

UQ

wrong. how do u forget the subsidiary he has usurped at a pittance from the shareholders of RIL for his personal enrichment? This is apart from the other shady deals brought out from time to time by difft boarders.

Sell : @ 34.50 to 34.80 : Stock may taste level of 30.x to 32 soon

GTL Infra

Posted by : TechyInvestor
Price when posted : BSE: Rs 34.20 ( 0.44 % ), NSE: Rs. 34.20 ( 0.59 % )

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Sell this stock @ 34.50 to 34.80. Book the partial/full profit and re-enter to the stock at 30.80 to 32.20 level.
The stock will taste these levels soon....

Avoid Rural Electric. Corp.

Rural Elect Cor

Posted by : TIMA
Price when posted : BSE: Rs 238.00 ( 0.70 % ), NSE: Rs. 238.40 ( 0.68 % )

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Though REC has had a big run-up, but is should be avoided. After FPO, govt is bound to remove the benefits it enjoys dues to low cost of fund raising with Tax-free bonds. The same was clearly stated in the last budget but has not taken place as yet & will definitely happen in next budget after the FPO. That is why there is a rush to get the FPO out for the same....

Has anybody received Bonus yet

Guj NRE Coke

Posted by : bharat in delhi
Price when posted : BSE: Rs 66.80 ( -0.89 % ), NSE: Rs. 66.70 ( -1.33 % )

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dear deepak,you will find a chance to enter this share at 55 and if you can wait,you may see 100...

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Has anybody received Bonus yet

Posted by : deepank

Thanks RECKLINE

180 to 190 near term

Panacea Biotec

Posted by : LEO THE LION
Price when posted : BSE: Rs 183.20 ( 4.99 % ), NSE: Rs. 183.70 ( 5.00 % )

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Addressed to  dk_bbs,  man,  Ramki,  vkk43

it is so simple, Analyse next fiscal EPS, which i expect it to be around 25. Hence 25*20 pe = 500 rs per share

next ,

what is the expected EBITDA, minimum 250 crs. hence valuations take it to 250*20=5000 crs. which has to be divided by 7 crs shares = 700 rs per share.

When you calculate for assets it will be at 3500 crs, which gives 500 rs per share.

Hence i value it at 500 rs per share minimum.

Hence it has to trade at 500 range by 2012...

In reply to:

180 to 190 near term

Posted by : tara23

yes u r the winner as always...

We Won

Manaksia

Posted by : amkan
Price when posted : BSE: Rs 65.25 ( 3.74 % ), NSE: Rs. 65.40 ( 3.73 % )

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Third point of availability at a ridicuously low price is correct Gajabhau.if u see my prior mails i hav mentioned abt Price comparison to Profitability levels.its too cheap...

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We Won

Posted by : gajabhau

very much possible, another ann on nseindia,promoters hv bot some more stks from open mkt,todays upward movement suggest promoters might hv bot today.
when promoters buy foll things are possible:1. good 2nd half performance,possibilty of bonus in mar 2010,or simply its avlb at ridiculously low price ......lets see

Avoid reliance above 2000....

Reliance

Posted by : pss5588
Price when posted : BSE: Rs 2220.00 ( 2.02 % ), NSE: Rs. 2220.10 ( 1.97 % )

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BEND IT LIKE BECKHAM OR WORSE WAS ALWAYS RIL MOTTO and not abiding by rules.

If u dont know chief ask oldtimers the no of instances in its history it has done such things and got it condoned UNDER THE TABLE and destroyed the major honest fabric of india among the bureaucrats. That curse it gave india is in itself still a cancer and growing by the day....

In reply to:

Avoid reliance above 2000....

Posted by : chief_kamani

pss5588-RIL always abides by rules!!and all classes of investors love RIL!!It is going to be ex-bonus shortly!!So all long term investors wil have a Golden opportunity to double their wealth!

advice

Nahar Capital

Posted by : gpraj_gundlapal
Price when posted : BSE: Rs 58.50 ( 1.65 % ), NSE: Rs. 57.05 ( -0.61 % )

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Dear Sanjushell,
I fully agree with you that Nahar Capital has strong portfolio and will see some appreciation upto 70 from the current level of 57. But I will not agree your statement that it will take six months to reach 70. It is because it has declared excellent results for sept 09 quarter showing a net profit of 8.2 crs on a small capital of 8.7crs showing an eps of about Rs.9 for one quarter in the boom period for financial sector including Banks. Nahar capital has very good portfolios of fast moving up Banks like PNB SBI Syndicate Bank ICICI Reliance L&T etc. Kindly see the messages box of PNB Guilts shares which Nahar capital has more than 60000 shares By chance if you have received the latest balance sheet pl share some of the other shares held by Nahar capital including the above mentioned shares. Other positive feature of this share is its high book value of 242 as on march 09 when the index is about 8500 which is now gone up to 17000+ Grab this share before analysts and operators who started accumulating this share from Rs.39 from few weeks back, make this share touch upper circuit ...

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advice

Posted by : sanjushell

The strong portfolio will see a some appreciation in this current uptrend hence extremely safe to assume that it could easily scale up to Rs 70.00 in the next six months. Yet it remains a very high risk stock as management quality is suspect.
invest with stop loss of 52.00

Contrarian Play !

HeidelbergCemen

Posted by : rkpatel
Price when posted : BSE: Rs 40.00 ( 1.39 % ), NSE: Rs. 40.05 ( 1.01 % )

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yesterday, analyst sanjay chhabaria strongly recommended heidelberg on cnbc interview with target of 70/- in short term. he was giving factors for the projected target but unfortunately cnbc cut short the interview due to pausity of time.
his view on heidelberg dated 16/10/09 is available on valuenotes site. i personally think this is a multi bagger in 18 to 24 months time frame.

r.k.patel...

In reply to:

Contrarian Play !

Posted by : sanecounsel

Despite talk of impending overcapacity in the cement sector , Heidelberg deserves attention as perhaps the right time to look at such "FERA " companies is when there is alround pessimism towards a sector .

Market cap of 500 crore ( 836 crore less 337 crore cash ) which can be covered in 3 years PAT .Capacity going up from to 4.7 mtpa .

At 75$ per tonne the replacement cost is 1750 + crore at 4.7 mtpa capacity which means Rs.77 per share .

a) Management pedigree : Top 3 in the world - German Mnc .They hold 69% and I expect they would want to delist . If indeed they wish to delist the earlier they attempt to do so the better for them . This is one trigger.

b) Accounting year is Jan to Dec . For year 2009 expect eps of over 8. whereas Industry pe is above 8 whereas a mid cap mnc cement stock that has just announced intention to double capacity by 100% deserves a higher pe in my view and definitely not sub 5 pe .

c) Expect dividend to be declared for this year - Jan-Dec 2009 period as the company would have wiped off all accumulated debts .If they declare a dividend of Rs.2 per 10 Re Share the yield at current prices would be 5% tax free ! Rerating would also happen .

d) Book value expected to cross Rs.30 by Dec 2009 - Cash per share expected to be near Rs.15 levels .

e) Heidelberg can also be a surprise aggresor in the consolidation of the cement sector .

f) Zero debt company - Clean financials,ROE of 26,Revenues of 953 Crores,EV/Tonne is 46,EV/EBIDTA is 4.2, Great debtor days and also capacity utilisation position.Good markets essentially the lucrative central indian belt . Smart management including ex Ambit`s Ashish Guha and 3 distinguished germans on the board - all career heidelbergers - Dr.Bernd Scheifele,Dr Lorenz Nager and Dr Albert Scheuer.

Globally Richard Perry the reclusive but successful hedge fund manager recently recommended Heidelberg with the brief comment " The price of rock has never gone down " .

My view is to consider buying at these levels for substantial appreciation to the believer . This company offers not just a sector play but also a play on a huge ( and efficiently silent ) turnaround story , an open offer / delisting play and a dividend rerating play . My short term target is 90 levels by budget time 2010 - Over a 2 year period this can be a ten bagger ie 400 levels is my view.Lets see how this one shapes up .

Avoid reliance above 2000....

Reliance

Posted by : chief_kamani
Price when posted : BSE: Rs 2220.10 ( 2.02 % ), NSE: Rs. 2220.20 ( 1.98 % )

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maximindia-I feel FII`s may be buying into Reliance in a Big Way as very shortly it will be ex-bonus!!
...

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Avoid reliance above 2000....

Posted by : maximindia

Block deals means RIL is again in insider game as usual.Sebi has already exposed it in RPL inside trading but going soft since M has backing of govt on all its illegal activities.

Anyone Got any Idea

Guj Gas

Posted by : josi
Price when posted : BSE: Rs 246.55 ( 5.63 % ), NSE: Rs. 247.30 ( 6.34 % )

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Investors already reaped a good harvest in the way of bonus....

In reply to:

Anyone Got any Idea

Posted by : abhgup

Dear wise boarders,
I have 1000 shares of Gujarat gas and I have been planning to sell them.
Today the counter gas gone up by 17%. Any one has any idea what is happening here.
Is is gonna go up or slide down.
Shoule I sell now and reap profits or wait.
This is such a good company, but alas not many boarders tracking.
Please enlighten.
Regards. Major

Heading towards 180 within two weeks

Balrampur Chini

Posted by : Tech_man
Price when posted : BSE: Rs 137.10 ( 2.77 % ), NSE: Rs. 137.40 ( 2.84 % )

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It good time to accumulate! one the sugarcane price issue is fixed and today`s result(which going to be good) the stock will start moving. though its need to cross two crucial resistance one ~140 and another ~150. ...

BUY ONMOBILE GLOBAL AT CMP OF 370/- FOR A TARGET OF MINIMUM OF 450 IN 10 DAYS

OnMobile Global

Posted by : jhingoor
Price when posted : BSE: Rs 371.95 ( -2.04 % ), NSE: Rs. 371.15 ( -1.95 % )

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this is company which is in the niche area of software development however to its 3rd class results and gloomy outlook of the telecom sector this scrip is trading in a range where 370 is the lower end buy for immediate gains...

Sell Guj Terc Lab . Buy on dips at 10

Guj Terce Labs

Posted by : StockTips
Price when posted : BSE: Rs 18.90 ( -4.79 % )

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Sell Guj Terc Lab . Buy on dips at 10 . See my call below ...