Archive for the ‘Long Term Tips’ Category

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Dr. Reddy’s Laboratories

February 8th, 2010 by chirag | No Comments | Filed in Long Term Tips

Shareholders can consider booking profits on their holdings in Dr Reddy’s Laboratories (DRL). The stock has since our last ‘buy’ recommendation gained over 60 per cent. While a strong set of numbers in the just-ended December quarter, potential exclusivity revenues from products such as Prilosec OTC, Allegra D24 and Arixtra and the likely expansion in market reach through its alliance with GSK promise growth potential, the stock appears to have priced in most of these potential positives.

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Grindwell Norton

February 8th, 2010 by chirag | No Comments | Filed in Long Term Tips

Investors with moderate risk and return expectations can consider taking exposure in the abrasive and industrial ceramics manufacturer, Grindwell Norton. Pick-up in capex spending by user industries, ability to retain significant market share and profit margins, despite competition and pricing pressures, and technology support from the French parent shore up the earnings prospects for this company.

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Jaiprakash Power Ventures (formerly Jaiprakash Hydro Power)

December 27th, 2009 by chirag | No Comments | Filed in Long Term Tips

The increase in merchant power off-take from its capacity additions may more than compensate for the earnings dilution and high valuation premium dilution.

Investors with high-risk appetite and long-term investment horizon should hold on to the Jaiprakash Power Ventures (JPVL, until recently named Jaiprakash Hydro Power) stock.

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Firstsource Solutions

December 27th, 2009 by chirag | No Comments | Filed in Long Term Tips

With client ramp-ups and operations stabilising in banking and financial services, there may be sufficient room for capital appreciation.

Investors can retain their share holdings in Firstsource Solutions, a BPO player, considering the company’s healthy vertical and geographic mix, the revival in the deal momentum and benefits that accrue from macro trends such as vendor rationalisation by clients.

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Container Corporation

December 27th, 2009 by chirag | No Comments | Filed in Long Term Tips

The premium valuation enjoyed by Concor during the slowdown was due to the lack of financial muscle among its competitors.

Shareholders with a long-term perspective can remain invested in the stock of Container Corporation of India (Concor) which, by far, is the most dominant multi-modal logistics player in the country.

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Eveready Industries

December 20th, 2009 by chirag | No Comments | Filed in Long Term Tips

Eveready Industries BUY

With power-hungry rural regions and a rising number of battery-powered gadgets, the company has strong growth prospects.

Investors with a medium-to-long time investment horizon can consider buying the stock of Eveready Industries. With power-hungry rural regions and a rising number of battery-powered gadgets, Eveready Industries, which holds a 51 per cent share of the Indian battery market, has strong growth prospects. At Rs 67 the stock is trading at 10 times its trailing one-year earnings.

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Anant Raj Industries

December 20th, 2009 by chirag | No Comments | Filed in Long Term Tips

Anant Raj Industries BUY

Realty player Anant Raj Industries could be a prime beneficiary of the recovery in the real-estate market in the National Capital Region, including Delhi. This is especially so in view of the Common Wealth Games 2010 to be held there , .

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