Bull's Eye: Bharti Airtel, DCB, SKS Micro, IDFC

Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

Remember these are midcap ideas not just for the day, but stocks that look attractive in the medium-term as well.
This week, SP Tulsian of sptulsian.com, Ashish Kapur of Investshoppe and Lancelot D Cunha of Sharyans Wealth Mgmt battle it out for top honours. Below their top stock picks and analysis: SP Tulsian of sptulsian.com
I have a buy call on Cox & Kings with a day target of Rs 202 and stop loss of Rs 189. The buy call on the stock has been given because the company is seen as a frontrunner for acquiring the stake in Thomas Cook and whatever increase in the share price of Thomas Cook which we will be seen will get partly reflected with increase in the share price of this company also due to the valuation game and hence a buy call.
I have a buy call on Development Credit Bank with a day target of Rs 48.50 and stop loss of Rs 44.90. This stock has been seen under accumulation for last one month with the informed buying seen on the hope that some corporate developments are likely and whenever we see this kind of upmove, in fact stock moves to as high as anywhere between Rs 55-60 so long-term positive view but day target has been given at Rs 48.50.
I have a buy call on Fresenius Kabi Oncology with a day target of Rs 115 with stop loss of Rs 104. This company has promoter stake of 90% and it is likely that delisting move is likely to get initiated very soon by the promoters and hence we have been seeing value buying or maybe the buying from the informed circle in last couple of days and hence a buy call.
I have a buy call on HDFC Warrants with a day target of Rs 105 with a stop loss of Rs 97. This one warrant entitles to acquire share of HDFC at Rs 600 in the month of August 2012 and HDFC share has been ruling at the level of about Rs 700. But going forward we are having positive view and expect that share price can move to Rs 725 in next 10-15 days and if that happens increase of Rs 25 in HDFC will also be seen in the equal proportion by Rs 25 in this warrant but buy call has been given with a day target of Rs 105.

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  Ashish Kapur of Investshoppe
My first call for the day is a long position on SKS Microfinance with a target of Rs 118 and a stop loss at Rs 106.5. At these prices and at these times it seems that the worst is behind us. The management expects to turn around in April to June quarter after three consecutive quarters of losses. Also on the quality of assets there is some hope. The company has managed to sell off a large part of its loan book to a bank for Rs 43 crore. This will help recover its balance sheet position.
My second call for the day is a long position in Jubilant Foodworks. The company has reported stellar numbers yesterday and we feel that this is one growth stock which investors can lap up despite rich valuations. The rationale for this is that the company is growing at a very rapid pace. The company now plans to foraying into the heartland of India and going into Tier 2, Tier 3 cities. With the kind of expansion which they are doing we are quite sanguine that the company is going to continue reporting very strong growth in coming few quarters as well and that justifies the kind of premium valuation which the company enjoys.
My third call for the day is a long position on Indian Overseas Bank with a target at Rs 107 and a stop loss at Rs 96. On business front they are doing fairly well. They are growing very rapidly. Their recurring term deposits are also growing at a very robust rate. The bank enjoys a very healthy CASA ratio and also has very strong Net Interest Margins. So, on all fronts the bank is doing well. The concern was really on the quality of assets which to a large extent have got corrected with the kind of provisioning which they have done in the previous quarter. Valuations are still very attractive, so we feel it