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Aug 26, 2010, 08.57 AM IST | Source: Moneycontrol.com

Bull's Eye: Stocks to buy today

Bull's Eye, the popular game show on CNBC-TV18, offers investors a chance to have a look at the stocks that can be added to their portfolio.

Bull's Eye: Stocks to buy today

Bull's Eye, the popular game show on CNBC-TV18,  offers investors a chance to have a look at the stocks that can be added to their portfolio. In today's game, Aashish Tater, Fort Share Broking, Rajesh Jain, Independent Market Strategist and Sudarshan Sukhani, Technical Analyst place their respective bets in four stocks each. Investors can read into the detailed analysis made by these experts before agreeing/disagreeing to any or all the bets. Below are the stocks and their analysis:

Aashish Tater, Fort Share Broking

Electrotherm (India)
-Largest blast furnace manufacturer
-Owns its steel plants
-Expected to post sales of Rs 2400 cr
-Has a vehicle division
-Expected sales of 20,000 units+ in 2-wheelers

KPR Mill

-Integrated textile manufacturer
-Q1FY10 EPS of Rs 7.50
-FY11 EPS seen at over Rs 30
-Promoters increased stake to 74.48% recently
-Paid a dividend of over Rs 5 last year

Marico
-Brands include Parachute & Kaya Skin Clinic
-Hiked prices of many of its products
-Price hikes may lead to re-rating

Natco Pharma
-Mkt cap of co around `600-700 cr
-Owns 300 acre of land near Hyderabad airport
-Entered into JV with Mylan for oncology pdt
-Promoters say not looking to dilute stake
-May see an open offer by Teva Pharmaceuticals
-Target of Rs 400 over next 6-8 mths

 

Rajesh Jain, independent mkt strategist

Tata Global Beverage -Steady play on improving tea prices
-Tie up with Pepsi for health beverages
-Announced foray into foods biz
-Higher tea prices will lead to higher profits & margins
-Long term target seen at `150

Opto Circuits India    
-Improved biz model with global acqns
-Expect over 25% growth in topline
-Recent US acqn to improve outlook
-12-mth target seen at `350

Ashok Leyland
-Strong turnaround in CV business
-Beneficiary of JNNRUM orders from govt
-Hopes to clock 20% growth on topline

Raymond
-Trigger:Likely realisations from Thane land sale
-Play on vol growth in readymade apparel biz
-Target seen at `450 over 1-yr period

Disclosure:It is safe to assume that both my clients and I have an investment interest in the above stocks.


Sudarshan Sukhani, Analyst, Technical Trends

Munjal Showa has target Rs 65
Short Bharat Forge ; target Rs 345
Kerala Ayurveda has target Rs 52.30
Golden Tobacco  has target Rs 114

Disclosure: I have no personal holding in the above stocks.

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Electrotherm KPR Mill Marico
Natco Pharma Munjal Showa Bharat Forge
Kerala Ayur Raymond Ashok Leyland
Opto Circuits Tata Global Bev Golden Tobacco

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