Monday, June 22, 2009

WINNING STROKES: THINK DIFFERENT:
Today's Quickie Call Texmaco Ltd (BSE Code: 505400) hit the buyer freeze on the morning trade. The company would do well befoe the Railway budget.
Micro Technologies Ltd recommended in the Sunday report this week at Rs.117.85 is already up. The company which has EPS of around Rs.64.54, is trading at a grossly cheap price at the CMP.
Ennore Coke Ltd hit the buyer freeze in the morning trade. It is a play on mining, power, met coke and carbon credit.
It seems Prajay Engineers Syndicate Ltd got good support around the current ranges. The stock of Prajay Engineers Syndicate Ltd is a play on Hotel (5-star hotel coming, and an existing 3-star hotel and resort doing well), Real Estate and some BOT projects.
My recommended CHD Developers Ltd and Foursoft Ltd hit the buyer freeze in the opening trade.
CHD Developers Ltd should give good returns in the short term. The company earlier came out with a preference issue. Ltd has informed The Company has launched another project named as CHD Lifestyle Independent Floors as part of its mega integrated township project CHD City at Karnal. Lifestyle Floors are "Stylish, Comfortable and Affordable" and further step to show Companies commitment to provide affordable housing.
VLS Finance Ltd should be accumulated at the CMP of Rs.12.5 for some nerve-breaking positive targets ahead. The company will definitely win the court case. A target of Rs.32 in one year time frame cannot be ruled out......
Sanguine Media Ltd, a television content provider, has forayed into In-Film Advertising last year to provide more options to its clients and agencies for reaching their target consumers. With more than 400 films being produced in South India annually, Sanguine was very optimistic to scale new heights with this opportunity in FY10. Earlier, Sanguine Media had successfully completed an In-Film advertising assignment for Rajinikant starer 'Kuselan', a Tamil and Telugu film. It has already been widely reported that Coca-Cola, the worlds largest soft drink company, roped in Chennai-based brand-building and rural marketing firm Sanguine Media to promote its products in the southern states of the country in a Rs.60 Cr deal, a couple of years back. The company is also into event management and has recently won contracts from TVS Motors, Calvin Klein, etc. The company is also the contract producers for television software for southern regional channels. It also produces sports and game-based content to be marketed in the home, corporate and retail segments through CD and DVD formats This stock would give you multiple returns going forward.
Friday's call on Kernex Micro System Ltd saw it hit another buyer freeze--two in a row. The company is into railway signalling.
Atlanta Ltd is also doing well after a sell off in the counter some days back. The company is also doing some railway projects in India, apart from being in Mining, Real Estate and Constrution Projects. It has land in Thane (Shil Phata, near Bombay) whose current value is not less Rs.230--250 Cr.
Sicagen India Ltd hit the buyer freeze before cooling down a bit. The company is expected to declare better results for Q4FY09, speaking sequentially. It is also a play on Construction and Automobile sector, primarily. There is a report on the company at: http://www.sumanspeaks.blogspot.com/.
Kohinoor Broadcasting Corporation Ltd have come up with fantastic Q4FY09 results. The total income of the company for Q4FY09 came out to be Rs.21.18 Cr as against Rs.12.65 Cr in the same period previous year. The PBDT of the company for Q4FY09 came out to be whooping Rs.20.44 Cr as against Rs.6.75 lakhs in Q4FY08. The profit before tax for Q4FY09 came out to be Rs.19.8 Cr as against a net loss of Rs.46.41 lakhs. The net profit of the company for Q4FY09 came out to be massive at Rs.15.26 Cr as against Rs.39.45 lakhs silencing many of the critics. The EPS of the company for Q4FY09 came out to be Rs.5.54 as against a negative EPS of Re.0.45 in Q4FY09. IT IS SURPRISING HOW THE STOCK IS TRADING AT Rs.4.65. The investors those who have purchased at higher price should accumulate the scrip at the current levels so that the average price is much less. I will talk with the sources this week, to get the updates on the Channels launch. I have already mentioned that Broadcasting Companies, command high valuations in the stock market. Look at Zee News Ltd (Re.1, F.V.): It is trading at Rs.39.50, though FY09, EPS is only Rs.1.86. However, only one thing which should be noted here is that most of the income of the company is from the unrealized profits on translation of foreign currency transactions.
Glory Polyfilms Ltd should be accumulated at the current price of Rs.23.5--Rs.24, for some good returns in a very short term. The company has finished 1st Phase of expansion and at the same time, the company has installed 7-layer machine in the factory. The company would complete the 2nd phase of expansion by December, 2009.
Monsoon is expected within a couple of weeks and he get prepared for a massive rally ahead. Bulls should now see smooth sailing unless 4200-4100 on Nifty is broken on the downside on a closing basis, decisively.
MORE COMING...............

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