Bull's Eye, the popular game show on CNBC-TV18, offer investors a chance to have a look at the stocks that can be added to their portfolio. In today's game, SP Tulsian of sptulsian.com, Satish Betadpur, MD of IIR Group and Technical Analyst, Ashwani Gujral place their respective bets in four stocks each. Investors can read into the detailed analysis made by these experts before agreeing to any or all the bets. Below are the stocks and their analysis:
, MD of IIR Group:
KSK Energy Ventures
-Have power plants already in operation
-Earnings coming through from pwr plants
-Earnings growth of 69% in Q1 (YoY)
-450 MW pwr to come onstream in rest of the yr
-Stock at PE of 9x FY12e
-Upside seen fm 3600 MW pwr plant in Chattisgarh
Can Fin Homes -Leading housing loan provider in India
-At lower valuations compared to peers
-Trading at 50% disocunt to LIC Housing
-FY10 earnings up 20% YoY
Sundram Fasteners
-In the auto components space
-Posted strong earnings in FY10
-FY11 EPS seen at `4.66
-Stock trading at 10.7x fwd earnings
-Preferred play in the auto ancillary space
Hawkins Cooker
-Dominant player in the cookware mkt
-North India based player
-Significant upside from growth in South India
-Good technology, safe & innovative products
-Earnings & EPS growth of 15% last qtr (YoY)
-FY11 EPS seen at Rs 84
of sptulsian.com:
First Leasing Company of India
-Posted FY10 EPS at `15
-FY11 EPS seen at `15
-Present book value at over `110
-Stock attractively priced
Raj Oil Mills
-Issue price of `120 at the time of IPO
-IPO proceeds used for setting up 2 new projects
-Expansion on both projects underway
-FY10 EPS close to `11
-EPS close to `8 on annualised basis
-No downside seen in the stock
Essar Shipping Ports & Logistics
-Board meets today on possible restructuring
-Oil terminal biz to be raetined in the co
-Shipping & logistics biz to be transferred to separate co
-Stock looks undervalued presently
Crew B.O.S. Products
-Mgmt guides for FY11 EPS of `18
-Stock has good upside potential
-Stock may rise to `140-145 in next 2-3 mths
Disclosure: I have no personal holding in the stocks discussed.
Technical Analyst, :
Short IOB with a target of Rs 117
Buy BPCL with a target of Rs690
Short Allahabad Bank with a target of Rs 190
Buy HPCL with a target of Rs 484
