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Showing posts from November, 2022
 TOWER TALK 29/11/22   SPIC (Southern Petrochemicals), a $2 billion Muthiah group fertilizer conglomerate posted 85% higher Q2 EPS of Rs 5.7 and 88% higher H1 EPS of Rs 9.2 as against Rs 8.8 in FY22. This indicates that FY23 EPS could be Rs 19+. Buy for 30% gain.  GSFC (Gujarat State Fertilizers) has notched 24% higher Q2 EPS of Rs 7.2 (FV Rs 2) and 72% higher H1 EPS of Rs 15.8, which may result in FY23 EPS of Rs 30 as against Rs 22.6 in FY22. Buy for steady appreciation.  Cash rich Seshasayee Paper has garnered 285% higher Q2 EPS of Rs 17.7 and H1 EPS of Rs 27.7 as against FY22 EPS of Rs 18.3. This could take the FY23 EPS to about Rs 60. Buy for 30% gain.   Karnataka Bank has notched 230% higher Q2 EPS of Rs 13.2 and 128% higher H1 EPS of Rs 16.9, which indicates that FY23 EPS may be Rs 35+. Buy for a target of over Rs 180.  Jammu & Kashmir Bank posted 124% higher Q2 EPS of Rs 2.5 and H1 EPS of Rs 4.2, which indicates that FY23 EPS could be Rs 10 against FY22 EP...

Tower talk

TOWER TALK 23/11/22   Paul Merchant, which provides financial & travel related services for almost 40 years, has notched 14% higher Q2 EPS of Rs 116.5 and 22% higher H1 EPS of Rs 227 as against Rs 390.8 in FY22 on its equity of Rs 1 cr. This may lead to FY23 EPS of Rs 450. Buy for 30% gain.  GIC Housing Finance has notched 25% higher Q2 EPS of Rs 10.5 and 99% higher H1 EPS of Rs 17.7 as against Rs 32.2 in FY22. The share may advance by 30% on likely FY23 EPS of Rs 40. Buy.  Sree Rayalaseema Hypo Strength, a manufacturer of organic and inorganic chemicals for almost all industries has posted 15% higher Q2 EPS of Rs 13.8 and 54% higher H1 EPS of Rs 34.7 as against Rs 59.9 in FY22. This indicates that FY23 EPS may touch Rs 70-72. Buy for 25% gain  Uflex Ltd., market leader in flexible packaging and undergoing expansion, has notched 15% higher Q2 EPS of Rs 26.4 and 30% higher H1 EPS of Rs 78.3 against FY22 EPS of Rs 152. With a likely FY23 EPS of Rs 182+, the share may advance ...

Listed PSU stocks in India and 5 years return

  Listed PSU stocks in India Name Sub-Sector Market Cap (Rs. in cr.) Close Price (Rs.) 5Y  CAGR  (%) Oil and Natural Gas Corporation Ltd Oil & Gas – Exploration & Production 1,70,399.88 135.45 -5.62 NTPC Ltd Power Generation 1,59,413.19 164.4 1.51 Power Grid Corporation of India Ltd Power Transmission & Distribution 1,52,797.29 219.05 7.16 Coal India Ltd Mining – Coal 1,41,403.80 229.45 -3.47 Indian Oil Corporation Ltd Oil & Gas – Refining & Marketing 98,919.27 70.05 -11.90 Hindustan Aeronautics Ltd Aerospace & Defense Equipments 88,759.81 2,654.4 – Bharat Electronics Ltd Electronic Equipments 77,337.46 105.8 12.33 Bharat Petroleum Corporation Ltd Oil & Gas – Refining & Marketing 67,311.91 310.3 -9.51 GAIL (India) Ltd Gas Distribution 58,945.76 89.65 -4.85 Indian Railway Catering and Tourism Corporation Ltd Online Services 57,244 715.55 Container Corporation of India Ltd Logistics 44,679.55 733.3 6.20 NHPC Ltd Renewable Energy 41,887.79 41....