TOWER TALK 15/11/22 


 EID Parry can be slow but sure and steady investment. Conservative management, steady expansion, ethanol story with Coromandel complimentary leaves no doubt about the prosperity it can bring.


 Microcap Rudra Global Infra is into defence sector, which is buzzing. Its subsidiary, Rudra Aerospace and Defence Pvt. Ltd. is into Investment precision Castings. Its Q2 results on Monday are likely to be superb.


 Globalspace Technologies is focused on software product platforms & solutions based on Cloud/ Mobility/ Artificial Intelligence, providing enterprise mobility solutions and Digital Consulting primarily focused on Field Force Enhancement. With tie-ups with major companies in diverse sectors, this counter appears highly undervalued.

 Dhunseri Ventures is into PET Resin, Food & Infrastructure posted excellent H1 results with Net profit of Rs. 392 cr. & Half yearly EPS of Rs 112. All its businesses are doing well and expansion is going on. Stock may double within 1 year.


 Hitachi Energy, power products and solution provider, posted average set of Q2 numbers with EPS of Rs. 8.77, trading at a PE of 120x. Stock looks hugely expensive despite 25% correction, Sell and buy NTPC for assured returns


 Small cap Tatva Chintan Pharma Chem encashed the speciality chemicals bull rally last year with its IPO, posted disastrous H1FY23 results as the topline declined 23% and bottom-line crashed 70%. Share price will soon begin it. downward journey. Sell and stay away.


 Axiscades Technologies – a small cap engineering product Solution Company, more than trebled in the last six months despite a negative Q1 & Q2. Rumors have it that it is planning to raise funds by diluting some equity. Sell and book profits before the news is out


 Cosmo Ferrites, manufacturer and supplier of ferrites and a group company of Cosmo Films, a 100 bagger in less than two years (October 2020 –April 2022), is still expensive despite 60% correction. It posted mediocre H1 results. Sell and buy GSFC for decent appreciation.


 BLS International posted excellent Q2 as revenue grew 87.4% and PAT jumped 86% YoY to Rs 51 cr. The management has recommended 1:1 bonus. Add. STOCK WATCH

Comments

Post a Comment

Popular posts from this blog

  MULTIBAGER  Delete Screen  Get Email Updates potential to move up by  MUKESH 245 results found: Showing page 1 of 5  Industry  Export  Edit Columns S.No. Name CMP  Rs. P/E Mar Cap  Rs.Cr. Div Yld  % NP Qtr  Rs.Cr. Qtr Profit Var  % Sales Qtr  Rs.Cr. Qtr Sales Var  % ROCE  %   ROE 3Yr  % 1Yr return  % 3mth return  % 52w High  Rs. 1. Safe Enterprises 283.05 23.76 1319.13 0.00 33.25 96.05 112.38 94.56 96.45 32.20 287.00 2. Esab India 5290.00 44.33 8142.91 1.23 79.20 27.36 381.55 12.67 70.03 54.13 -13.21 6.19 6571.00 3. Hindustan Zinc 489.95 19.79 207019.47 5.94 2632.00 11.58 8525.00 3.43 60.73 55.05 -0.03 16.07 546.95 4. Rajesh Power 1424.95 21.78 2565.97 0.07 58.06 119.76 637.82 103.74 54.71 40.15 -9.43 1639.00 5. Hyundai Motor I 2405.45 34.84 195452.71 0.87 1570.25 17.38 17061.03 1.10 54.25 34.81 36.78 7.79 2890.00 6. Sathlokhar Sys. 539.00 23.95 1301.04 0.00 27.98 70.09 248.99 75.51 53....
Read more