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22 Mar 2010 13:57

what happened guys!!!

Punj Lloyd

Posted by : bagram
Price when posted : BSE: Rs 177.00 ( 1.78 % ), NSE: Rs. 176.60 ( 1.47 % )
View full thread (8 messages)

Tracked by: 0 Boarder

dear bb
just now got rid of it at 177.05 at nse
because market is going week...

In reply to:

what happened guys!!!

Posted by : bihariboy

yes this was the target 178 given by me for only interaday traders...

if u bought today then yes u may exit around 177-178

regards,BB

22 Mar 2010 13:55

pstl`s role

Pyramid Saimira

Posted by : acj investments
Price when posted : BSE: Rs 14.40 ( -3.36 % ), NSE: Rs. 14.45 ( -2.69 % )
View full thread (5 messages)

Tracked by: 2 Boarders

and one more thing u wont get shares of pstlif u bought post 20th november...

In reply to:

pstl`s role

Posted by : saphire

dear rapidfire
iam too in the same state as urs,lets be patient for sometime till 30th of this month,the AGM and the verdict of SAT can make things turn rosy.chill buddy!!

22 Mar 2010 13:54

query

Cranes Software

Posted by : denim
Price when posted : BSE: Rs 16.95 ( -1.45 % ), NSE: Rs. 17.00 ( -0.58 % )
View full thread (2 messages)

Tracked by: 1 Boarder

Yes, definately this stock will move up within 6 months....

In reply to:

query

Posted by : Guest

is there any chance of recovery of this stock?

22 Mar 2010 13:51

Business statndard news

Vishal Retail

Posted by : j2eeprofessiona
Price when posted : BSE: Rs 57.20 ( -4.98 % ), NSE: Rs. 57.90 ( -5.00 % )
View full thread (3 messages)

Tracked by: 0 Boarder

shares CANNOT be delisted without an open offer .... if shares get delisted then open offer is mandatory....

In reply to:

Business statndard news

Posted by : mannmauji

sell at all levels as the shares of vishal retail are bound to get delisted....

company bankrupt....
all cheques given to parties bounced...

regards,

mannmauji

22 Mar 2010 13:51

query

Indiabulls Real

Posted by : sangram2008
Price when posted : BSE: Rs 151.75 ( -5.27 % ), NSE: Rs. 151.80 ( -5.36 % )
View full thread (3 messages)

Tracked by: 0 Boarder

Exit this stock "IndiaBulls Real". Enter this stock again at Rs 100/- per share. "IndiaBulls Real" is going through hell lot of problems !!!! Enter sometime around 25-30th April 2010. ...

In reply to:

query

Posted by : Guest

i think promoters are doing this, because they want to create panic between investers. and buy back shares at lower prices. i hope next month end it should reach 200 atleast. today i bought 2000 shares at 161. I am planning to buy 3000 more shares on the same price next week.

Hold if you can. It has support around 157 n it can go upto 200. I will wait for 190.

22 Mar 2010 13:50

hold?

Andhra Bank

Posted by : skshare
Price when posted : BSE: Rs 98.75 ( -1.74 % ), NSE: Rs. 98.80 ( -1.69 % )
View full thread (3 messages)

Tracked by: 0 Boarder

dear vuppala

aand you will get atleast Rs 4.5 dividen per share.

sks

...

In reply to:

hold?

Posted by : vuppala1948

ANDHRA BANK had a EPS of 5.28 + 5.65 + 5.68 in last 3 Qtrs.

Even if it merely repeats the same EPS this qtr, its total annual EPS must come to 22.29.

On the other hand, it is aiming to grow from Mid-sized bank into Large bank category within 2-3 Qtrs, which signifies its GROWTH TRAJECTORY.

Its % of Net NPAs is a mere 0.17, one of the LOWEST in the sector. Its return on assets is quite high at around 1.5.

On the current price of 100, the P/E is a mere 4.49 against the Industry average of around 9.

It is a HEAVILY UNDER-PRICED STOCK with excellent and consistently improving performance in the last 7 Qs.

Market needs to shed its obsession for NIFTY STOCKS which are admittedly heavily priced, and concentrate on acquisition of such VALUE STOCKS as ANDHRA BANK

22 Mar 2010 13:50

Prognosis

Alok Industries

Posted by : novin
Price when posted : BSE: Rs 23.25 ( 3.56 % ), NSE: Rs. 23.20 ( 3.57 % )
View full thread (4 messages)

Tracked by: 1 Boarder

I think exactly like you and agree with your perspective on Alok except that I don`t have the same faith, flair and passion for Alok becos I m not a shareholder, I m an investor with some long term goals.
As a shareholder, you don`t look at this company at the current valuation and so u haven`t put a price for it whereas I being an investor, based on your above analysis, would value the company currently at Rs.15-18 range (given its further equity dilution plans) and expect it to go upto 25-30/- over next couple of years (provided it is able to come out of the current situation with the additional equity).
- An unemotional rational investor...

In reply to:

Prognosis

Posted by : skpai

The following is happening in this scrip.

1. Guys who got the right issue alloted have been offloading to book their profits as the prices kept rising.

2. Usually all want prices to go up and make money. This happens provided there are some strong shareholders / institutions on board who will not permit ransacking of the share prices. However in this case there are a whole lot of speculators, so called operators / bear cartels, who very well know that such low value scrips always attract retail investors who will always fall trap for buying and waiting for prices to rise or dump it when it falls.

3. If you notice now, slowly the MF holding has been rising since Dec to Feb. This is a sign / signal of throwing the operators out by sucking up the shares in circulation and returning value back to its deserving shareholders.

The way forward is only have patience. When you start ignoring the noise around you. People stop making noise. its as simple as that.

Fundamentally, investors need to always choose leaders in the industry with a consistent growth and strong belief in its future prospects, which is reflected by in CAPEX spending. Alok is surely one of them.

One aspect of slippage is only that the company tried to give more value to shareholders by their foray into REALTY, however due to sheer wrong timing, they got it wrong. But nothing changes fundamentally. Business is about taking risk, their committment to keep leadership position in the textile industry will remain undisputed.

It will be wrong to expect investment growth of above 50% in a textile company especially when it is understood that the net earnings of all companies will remain in single digits and due to this this industry attracts low PEs. Hence when you get into this sector be reasonable in your expectations of returns too.

I have been in this because of my flair and passion for Fashion Retail and will continue to be in this through thick and thin. At every opportunity, I keep on adding it.

Shareholders are not parties who dump shares when they get their desired returns. They remain with the company throughout its life and in return, get a share of its profits. I know that I cannot create such a company of my own, however it is a privilege to be a co-owner of such an enterprise.

I do see a lot of disturbed boarders / traders, who have kept unreasonable expectations and compared their returns from Alok with other companies and kept grumbling. The point is we make the choice and then we blame.

A faithful fan of Alok.

22 Mar 2010 13:50

Biocon a good bet for mid-cap space

Biocon

Posted by : tara23
Price when posted : BSE: Rs 284.65 ( 0.99 % ), NSE: Rs. 284.90 ( 1.17 % )
View full thread (2 messages)

Tracked by: 0 Boarder

thanks for the good information on the scrip and its prospects...

In reply to:

Biocon a good bet for mid-cap space

Posted by : Khan

AFTER a poor show in earnings for the fiscal year 2009, India’s leading biotech company Biocon has registered a good recovery in the current fiscal.
With traction in its biopharma business and an improvement in the performance of its German subsidiary, Axicorp, the company holds attractive growth opportunities going forward. It is a good bet for investors interested in the mid-cap space.

BUSINESS:

The Bangalorebased company develops and manufacturers bio-pharmaceutical products for various medical ailments including cancer, diabetes and inflammatory diseases. The company’s biopharma business model straddles both products and services.

The company’s statins business, which contributes nearly 30% to its revenues, has witnessed a strong growth in revenues. Further, the biopharma business has also gained from growth in domestic formulations business, insulins and immunosuppressants.

Axicorp, the company’s low-margin trading business, has showed improvement and the subsidiary is gaining from supplying to the tender floated by the German insurer AOK. Through its two subsidiaries, Syngene and Clinigene, the company provides end-to-end services from pre-clinical discovery research to human clinical trials. It contributes nearly 15% to the company’s revenues.

Biocon is also working on product development in view of the opportunity of launching biosimilars in the US and other regulated markets. The company has been steadily increasing spend on R&D . It now spends 7.5% of its revenues on R&D .

FINANCIALS:

The company’s net sales have grown at a compound annual growth rate (CAGR) of 24.4% over the past five fiscal years to reach around Rs 1,608.7 crore in FY09. The net profits have rather grown in an erratic manner during the same period. Heavy MTM losses, high depreciation due to large capex and rise in interest costs put pressure on net profit in the recent past. Despite this, the company has been consistently paying dividend for the past six years.

It has incurred high capex over the past three years. As the company’s big-ticket capex are over, it is expected to generate more free cash flows going forward. However, the fact that the company earns majority of its revenues from lowmargin business segments of statins and Axicorp remains a concern.

GROWTH OPPORTUNITIES:

The patent for Atorvastatin is expiring in the UK in 2010 and in Germany in 2011 offering opportunity for the company to tap the -billion market . Given the increasing trend of R&D outsourcing, the company’s contract research service business is likely to see strong earnings inflow in the coming years. Strong ramp up in the scale and number of projects under Syngene are likely to augur near-term growth.

Launch of biosimilars in regulated markets and commercialisation of its oral insulin programme IN-105 are long-term growth drivers for the company. A possible listing of its subsidiary, Syngene , could lead to value unlocking for the company and its shareholders.

VALUATIONS:

The company’s stock has been outperforming the Sensex since the middle of 2009. It is currently trading at a consolidated price-to-earnings value of 23. It is valued at two-and-a-half times its net sales. These valuations come on the back of promising growth prospects of the company across its various business segments. Investors with a long-term horizon are likely to benefit from the company’s promising growth story.

22 Mar 2010 13:50

Can fly above 1104

Reliance

Posted by : bhusbhac
Price when posted : BSE: Rs 1087.00 ( -0.26 % ), NSE: Rs. 1087.60 ( -0.41 % )
View full thread (12 messages)

Tracked by: 0 Boarder


GOLD FINGER - I just go by the accounts submitted and posted on NSEINDIA websites. It will be difficult for me to comment on the various subsidiaries of RIL since some of them are wholly owned by the promoters but seem to contribute to RIL`s progress.

For example RGTIL`s pipeline wholly owned by Mukesh Ambani but creating value addition to RIL indirectly. This pipeline has been conveniently made into a separate entity in order that supply of gas and transportation of gas and the responsibilities thereupon is best segregated.

RGTIL would under be under no obligation to transport the gas on behalf of RNRL if RIL has to supply gas at a ridculous price of US$ 2.34 per mmBtu. That is why I keep saying that if Anil Ambani has a genuine project based on gas and needs supply of the next decade then it is upto him to sort out the personal issues with his brother. I can`t see how irrespective of any judgment that RNRL can set up a power project based on gas without a MUTUAL sustenabale agreement. There will be mnany opportunities to block supplies fo RNRL from time to time.

Now regarding RIL`s price / book valuation at 2.91x as on Q3 is certainly undervalued as per the REAL PRESENT market values of real estate and goodwill when most NIFTY companies are traing at book valuations well above 5x.

The treasury stock sale already done and to be done in future means that the stock will be trading well below 2x for the Q4 results....

In reply to:

Can fly above 1104

Posted by : GOLD FINGER

Bhusbhac, If I am right, I think the present value of RIL does not take into account the value of its real estate holdings throughout the country and in prime locations such as Bandra Kurla complex etc, the value of its retail arm and the value of its investments in Rewas Port, nmsez and msez. In case of nmsez and msez, there has been out-right purchase of lands at the then prevailing market rates and now with the govt coming with a slew of incentives for SEZs, these two sez can take off. Also one wonders what is the value to be assigned to RIL`s logistics arm RELOGISTICS which is emerging as the biggest fleet operator. Does RELOGISTICS continue to be a part of RIL. So I feel that the market is having a myopic view taking into account only the petrochemical and refinery value for RIL.

22 Mar 2010 13:48

right issue

Prithvi Info

Posted by : kushhal
Price when posted : BSE: Rs 63.85 ( -0.78 % ), NSE: Rs. 63.35 ( -1.48 % )
View full thread (5 messages)

Tracked by: 1 Boarder

Addressed to  amb55in

dear amb55in,
The turnover is 1100 crores for the year ending March2008 and i expect it should be 1500 crores for the current year. Pl check at your end.
The bookvalue of the company is 225 currently and expect it to touch 250 shortly.
But i cannot explain why the share price is low and what is going on in the company.
Something is cooking- good or bad. Since bad/worse/worst we have seen, good should happen this time.
kushhal...

In reply to:

right issue

Posted by : amb55in

Members,

Total market capitalization of the company with Rs2,000 Crores turnover is just Rs120 Crores only, lets us look for a potential buyer, its peanut. Cheers

22 Mar 2010 13:48

ABOUT BLOCK DEAL

SRF

Posted by : kalpataru70
Price when posted : BSE: Rs 185.65 ( -0.85 % ), NSE: Rs. 185.20 ( -1.25 % )
View full thread (1 messages)

Tracked by: 0 Boarder

why the deal was made at 173.25 fail to understand,it seem that big speculator doing this deal,might he see price fall below 173 levels,is it so?????...

22 Mar 2010 13:46

Dear CaptAnil – It is not easy to give the estimates, we need to spend lot of time to study how many orders they are likely to execute in this quarters and how much revenue they are able cater.

The worth of this estimates report can decided only when the deviation of the actual numbers are below + or – 5%.

The real performance will come in the whole FY11. Hence, we need to wait for a while….

Advance cheers

To download the earnings estimates of concurrent infra’s Q4FY10: //ww(w).ziddu(.)com/download/9049024/ConcurrentInfra_Q4FY10E_beandmake.pdf.html

(Remove the two brackets)

with thanks
be and make
//stockstowin.blogspot.c0m
...

In reply to:

Concurrent infra`s Q4FY10 earnings estimates : Be and Make

Posted by : BAnil

Dear Kalyan , I have downloaded the estimates . Since I am in for long haul with quite many shares , I trust every thing will be stunner in this scrip.Results look promising , hope in reality they are as good :) Thanks for your timely inputs. Regards.Capt Anil

22 Mar 2010 13:43

Biocon a good bet for mid-cap space

Biocon

Posted by : Khan
Price when posted : BSE: Rs 285.00 ( 1.12 % ), NSE: Rs. 284.75 ( 1.12 % )
View full thread (2 messages)

Tracked by: 0 Boarder

Addressed to  mylo,  aajkavyapar,  aditya13556,  Ajay.IDBI,  akashpandit,  alifiya786,  aloka27,  les,  Dakshina murthy,  athina,  bagram,  basit222,  Be and Make,  BullSheetRules,  Callahan,  champzeero,  chief_kamani,  dintak,  dipakgod,  fdm,  karshin,  fundoobull1,  galarajesh,  Cool Bull,  guli,  neeguya,  gvananthaswamy,  mep1,  headstead,  hsnmf,  ISHANT,  j2eeprofessiona,  jagishar,  INOU,  patience,  jonas,  kiki chatterjee,  kinchit s mehta,  man,  mindnmoney,  mohankumar1000,  mukut,  naugtyboy,  netdo,  panasonic,  pandumanu,  bihariboy,  pkumar73,  pms.swastika,  ppsiras,  PK675,  marketman,  passsion2excel,  pranky,  pravingp,  pss5588,  NAUGHTY007,  radhika_nandlal,  StockTips,  manjyot,  rohitjust5u,  rvk41,  minku123,  SAJIMON-PALAI,  sameernics,  Sason,  srbhj,  KotakInvestment,  bookworm,  shareware78,  simmi123,  skshare,  tibusa,  TrueCompanion,  valuerupee,  Varner,  tara23,  q7,  vuppala1948,  sam_pd,  WWIL,  Zorro555

AFTER a poor show in earnings for the fiscal year 2009, India’s leading biotech company Biocon has registered a good recovery in the current fiscal.
With traction in its biopharma business and an improvement in the performance of its German subsidiary, Axicorp, the company holds attractive growth opportunities going forward. It is a good bet for investors interested in the mid-cap space.

BUSINESS:

The Bangalorebased company develops and manufacturers bio-pharmaceutical products for various medical ailments including cancer, diabetes and inflammatory diseases. The company’s biopharma business model straddles both products and services.

The company’s statins business, which contributes nearly 30% to its revenues, has witnessed a strong growth in revenues. Further, the biopharma business has also gained from growth in domestic formulations business, insulins and immunosuppressants.

Axicorp, the company’s low-margin trading business, has showed improvement and the subsidiary is gaining from supplying to the tender floated by the German insurer AOK. Through its two subsidiaries, Syngene and Clinigene, the company provides end-to-end services from pre-clinical discovery research to human clinical trials. It contributes nearly 15% to the company’s revenues.

Biocon is also working on product development in view of the opportunity of launching biosimilars in the US and other regulated markets. The company has been steadily increasing spend on R&D . It now spends 7.5% of its revenues on R&D .

FINANCIALS:

The company’s net sales have grown at a compound annual growth rate (CAGR) of 24.4% over the past five fiscal years to reach around Rs 1,608.7 crore in FY09. The net profits have rather grown in an erratic manner during the same period. Heavy MTM losses, high depreciation due to large capex and rise in interest costs put pressure on net profit in the recent past. Despite this, the company has been consistently paying dividend for the past six years.

It has incurred high capex over the past three years. As the company’s big-ticket capex are over, it is expected to generate more free cash flows going forward. However, the fact that the company earns majority of its revenues from lowmargin business segments of statins and Axicorp remains a concern.

GROWTH OPPORTUNITIES:

The patent for Atorvastatin is expiring in the UK in 2010 and in Germany in 2011 offering opportunity for the company to tap the -billion market . Given the increasing trend of R&D outsourcing, the company’s contract research service business is likely to see strong earnings inflow in the coming years. Strong ramp up in the scale and number of projects under Syngene are likely to augur near-term growth.

Launch of biosimilars in regulated markets and commercialisation of its oral insulin programme IN-105 are long-term growth drivers for the company. A possible listing of its subsidiary, Syngene , could lead to value unlocking for the company and its shareholders.

VALUATIONS:

The company’s stock has been outperforming the Sensex since the middle of 2009. It is currently trading at a consolidated price-to-earnings value of 23. It is valued at two-and-a-half times its net sales. These valuations come on the back of promising growth prospects of the company across its various business segments. Investors with a long-term horizon are likely to benefit from the company’s promising growth story. ...

22 Mar 2010 13:41

Business statndard news

Vishal Retail

Posted by : mannmauji
Price when posted : BSE: Rs 57.20 ( -4.98 % ), NSE: Rs. 57.90 ( -5.00 % )
View full thread (3 messages)

Tracked by: 0 Boarder

sell at all levels as the shares of vishal retail are bound to get delisted....

company bankrupt....
all cheques given to parties bounced...

regards,

mannmauji...

In reply to:

Business statndard news

Posted by : j2eeprofessiona

http : // ww w . business-standard . com/india/news/vishal-lenders-near-agreementrestructuring/389178/

http : // ww w . business-standard . com/india/news/debt-tribunal-shadowvishal-restructuring/389330/

22 Mar 2010 13:39

WINSRS100mnGOVT AID FORSWINE FLU VACCINE

Panacea Biotec

Posted by : bagram
Price when posted : BSE: Rs 180.00 ( 1.04 % ), NSE: Rs. 180.10 ( 0.61 % )
View full thread (1 messages)

Tracked by: 0 Boarder

pancea biotec announced today that it has been awarded financial assistence rs 100mn from goi for the developement of pandemic influanca vaccine...

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