WINNING STROKES: THINK DIFFERENT:
Crest Animation Studios Ltd hits the 2nd consecutive buyer freeze after it was recommended both to the Paid Group and also in this Blog. The stock which was once available around Rs.250 plus is now available at one-tenth that price.
Refex Refrigerants Ltd would get benefit of the monopoly/ future generation products, products that are used in Summer Seasons. Moreover, a positive thrust on Refrigeration related companies in the railway budget and a Carbon Credits story would further add colour to the stock. The stock is heading for Rs.55-60, in the next few months. Please visit: http://www.refex.co.in/ for more on the company.
My recommended Ritesh Properties and Industries Ltd (BSE Code: 527407, CMP: Rs.16.5), which is into Real Estate apart from Garment Export, hit the 2nd consecutive buyer freeze. Recently the company has marked its foray in realty sector by entering into a joint venture agreement with developers Ansal Properties and Infrastructure (API) for developing a premium housing project and a business park in Ludhiana. The land is located at a prime location on Ludhiana-Chandigarh state highway. The total projected revenue will be about Rs.800 Cr. The project, christened as Hampton Court spreads across 42 acres on the Ludhiana-Chandigarh road, well within the municipal limits of Ludhiana city. The company last year launched its retail brand called "Femella", a women ethnic wear and inaugurated its 1st store in Gurgaon and 4th in the NCR region. Inauguration of the first "Femella" store in Gurgaon was in sync with "Femella's" aggressive retail expansion plans across the country. The company is planning to make operational total of 100, "Femella" Exclusive Brand Outlets in the next few months. "Femella" plans to take this tally to over 500 (five hundred) across the length and breadth of India, in the next 5 years time frame. In order to strengthen its overseas retail operations, RPIL has acquired a major sports brand in the US, Catalina Bay. This brand acquisition is helping the company in marketing its apparel in the US market. RPIL is marketing corporate casuals in the US, and is getting higher margins on account of elimination of distributors and wholesalers. This stock will also give massive returns going forward.
Shreyas Shipping and Logistics Ltd will get benefit from from the recent provisions of the budget. Also, this company has an interesting story on coastal shipping where the government has made a comprehensive plan to boost the sector. I had earlier put up an article on coastal shipping on this blog; you can search the blog for the same. In a similar fashion Glory Polyfilms Ltd (BSE Code: 532857) could also be accumulated at the CMP of Rs.21.25 for some good targets in the days to come. The company has completed the 1st phase of expansion and the next phase is about to be completed in by December, 2009. The company will install 3-layer machine, in this month.
Ennore Coke Ltd hit its 2nd consecutive buyer freeze after it was recommended in the Sunday Report to the Paid Groups. All eyes of the investors are on the Q1FY10 results. The company is producing coke from a number of manufacturing centres including the the recently inaugurated Haldia Plant. The company has also purchased a number of overseas coal mines.
Prajay Engineers Syndicate Ltd hit the buyer freeze before cooling down a bit. The company would well in the days to come. The company has huge land holdings and also it is coming up with 5-star hotel. It is already having a 3 star hotel and a resort. The stock would also give massive returns going forward.
CHD Developers Ltd could be accumulated at the CMP of Rs.4.81 for a target of Rs.9-10 in the 3 to 4 months time frame. The company is into real estate sector. CHD Developers Ltd has recently launched a 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. This stock is earlier gave good return to the shareholders. The market cap of the company is only Rs.46.64 Cr. The stock is near its 52-week low price of Rs.3.25 and hence has minimum downside.
Paid Members were asked to accumulate Northgate Technologies Ltd today at Rs.37.80, the stock hit the upper freeze. Social Media India Ltd ('SMIL') India based step down wholly owned subsidiary of Northgate Technologies Ltd has formed partnership with Jawaharlal Nehru Technological University, Kakinada, ('JNTU K') Andhra Pradesh, India. The Company has over recent months received a number of approaches from interested parties in relation to the leading Indian student Social Media Portal - "Bharatstudent.com" and world's leading video/images/audio/document sharing portal- "Ziddu.com".The company's share is moving toward Rs.51--Rs.55 mark before moving up further. The stock of the company which was once looking cheap at Rs.1500 is now now available at disgusting price of Rs.37.70.
Those who have bought Atlanta Ltd and Entegra Ltd could book some profits at the current price and again wait for the dips to enter the scrips. Entegra Ltd is trading near its 52-week high price and hence fresh investment at this stage could be a bit dicy.
Sicagen India Ltd hit the buyer freeze after the morning mail to the Paid and then to the Free Group, SumanSpeaks. Sicagen India Ltd will get benefit from the rural Focus of the government, increase in infrastructure spending, new drum making venture, etc. The selling of commercial vehicles is directly dependent on the rural economy as most of the fuits, vegetables, pulses, grain, live stock, etc, come from the rural India. Moreover, in the Union Budget the government has decided to cut excise duty on petrol-run Lorries/Truck/Truck-Chassis to 8% from 20%. Specific component of excise duty applicable to large cars/utility vehicles of engine capacity 2000 cc and above has also been reduced from Rs. 20,000 per vehicle to Rs.15,000 per vehicle. Also an increase in defence spend to Rs.1.4 trillion will further increase the sell of commercial vehicles to the defence forces. Increase in defence spend is not only positive for defence related companies like Premier Explosives or Astra Micro Ltd or Rolta Ltd, but also positive for the companies which sells commercial vehicles directly or indirectly, like Tata Motors, Sicagen India Ltd, Ashok Leyland, etc.
One of my old favourites in the telecom sector would be recommended tomorrow to the Paid Groups as the company according to my sources is expected to come up with good results for the Q1FY10. One of the projects of the company is about to go on stream.
More coming...............Keep watch......

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