Get Magazines for free

Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments.

Archives : Old artciles

Monday, April 6, 2009

Some more fundamentally good stocks to look at:-

1)Scripscan:Unichem Laboratories Ltd
Cmp:163
Code:506690

Story:Unichem focuses on domestic market and is ignored by analysts as, it does not have ANDA Funda and does not spend heavily on R&D. However, co. has a good track record with consistent rise in its topline and bottomline. Its profits for 9 months are higher than profits of entire previous year. Stock is available at 4.62 x FY09E EPS.Also a bonus candidate.Price target of Rs. 230-240 appears plausible.

2)Scripscan:Nagarjuna Construction Company Ltd
Cmp:60
Code:500294

Story:Very few infra companies in India have delivered such big growth (without any political blessings). In 5 years, not only its topline has tripled but profits have also more than tripled. Despite sharp rise in steel/cement prices, company has achieved decent profits for 9 months. Its Order Book is around 13,000 crs. However, scrip has been beated down as some of its projects are JV with Maytas. Even if Maytas JV Projects remain in limbo, Nagarjuna Construction is a big company which is capable of maintaining its growth momentum. It had paid 65% dividend. Extremely efficient and fairly reliable promoters.Scrip is trading at 8 x FY09E EPS. Definitely, underpriced and worth buying at dips.

3)Scripscan:United Phosphorus Ltd
Cmp:106
Code:512070

Story:UPL is the largest agro chemicals company in India. Company went for aggressive scale-up by acquiring several cos. It has also become sixth largest agro chemical company in the world.Stock is trading at 9.5 x FY09E EPS.Investment at current levels can deliver 40%.

4)Scripscan:CESC Ltd
Cmp:220
Code:512070

Story:In Power Sector, CESC looks highly underpriced.Company also holds investment in group's retail venture spencer.Scrip is trading at 7.00 x FY09E EPS.Only negative is that,promoters in the market do not enjoy high reputation.Still, if market picks up, CESC can go up 30-40%.

5)Scripscan:Thermax Ltd
Cmp:190
Code:500411

Story:Thermax is a leading name in India in Energy and Environment solution projects.Thermax is a very very strong brand.Despite higher metal prices, company has delivered good performance in 9 months. Its Order Book is around Rs. 4000 crs. However, scrip is definitely underpriced at 8 x FY09E EPS. With some slowdown, scrip like Thermax does not deserve to be downgraded so viciously. Promoters of the co. deserve premium in the peer group.In the bull run, P.E. Ratio of 30 was also considered fair.

6)Scripscan:Texmaco Ltd
Cmp:48
Code:505400

Story:This Birla Group Co. is the oldest and leading producer of Railway Wagons. Company also has large surplus Real Estate and holds big investments in listed companies of the group.Texmaco should be the main beneficiary from planned expansion by railways, proposed freight corridors.Worth buying at 5.83 x FY09E EPS.

Regards,
Arun
I can be reached at:arunanalyst@rediffmail.com

Enter your email address:

Delivered by FeedBurner

Posted by Arun Mukherjee at 12:41 AM

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner