1)Scripscan:JMT Auto Ltd
cmp:40
Code:513691
Story:JMT Auto makes transmission components for automobiles and earthmovers. It supplies to clients such as Tata Motors, TELCON, Caterpillar and BEML.The company appears to have better growth prospects, as the user segment is on an uptrend in the country. Export opportunities too look promising. With steel prices stable operating margins can be expected to be stable in the near term. The company is on an expansion mode, which could help it capitalise on the growth opportunities.Prsent price looks attractive, given the company's growth prospects.A good hold.
2)Scripscan:Dolphin Medical Services Ltd
cmp:3
Code:526504
Story:Dolphin provides a range of diagnostic services, including ophthalmic laser care, at Vijayawada in Andhra Pradesh.The company has also set up diagnostic facilities at Mumbai and Hyderabad, apart from upgrading existing facilities at Vijayawada.Through its expansion, Dolphin intends to cash in on the positive demand environment that exists. While there is demand, we believe that Dolphin's ability to capitalise on it, given its constraints of lack of size, would be a key challenge.Success in such markets hinges on aggressively marketing services to members of the medical community to gain acceptance; markets in metro cities can be expected to be intensely competitive. Dolphin's lack of a marketing set-up would be a significant drawback in this regard.The other area that Dolphin intends to focus is the clinical trials space. While the intention is noteworthy, what Dolphin lacks is a headstart. Given the prevalence of a number of diseases, India has become one of the preferred destinations for conducting clinical trials. The diversity of the testing population has spawned not only Indian outfits, but has also led to foreign players such as Quintiles participating to take advantage of this opportunity. In the face of such competition, Dolphin's ability to engage and partner large multinationals, considering its small scale, will be put to the test.At 2-3rs one can hold the stock.
Search This Blog(Over 800 companies covered in the blog).
Archives : Old artciles
Wednesday, October 14, 2009
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.
