TOWER TALK 6/12/22
Britannia hit a marketcap of over1lakh crore last week, BBTC, which holds 50% stake in it worth Rs.50000 cr. trades at a mktcap of just 7000cr. This holding co. is trading at a massive discount of 85%. Even at a 50% discount witnessed in roaring bull markets, the stock could jump four times from the current levels. At Rs.1000, it is a no brainer buy.
Kabra Extrusion won orders from Hero Electric to supply batteries for its EV vehicles last week. It also supplies to major OEMs manufacturing 2/3 E-wheelers and plans to expand into the car batteries as well. At a mktcap of just Rs.1700 cr., the stock has a long way to go. Buy it for the long term.
Alkali Metals, manufacturer of chemicals for airbags is being accumulated by knowledgable people as they expect this Rs. 130+ stock to touch Rs.500 mark in coming years. Keep on your radar
With media sector back in favour after Adani’s acquisition of NDTV, one can look at HT Media at just.Rs.22. The stock’s 52-week H/L is at Rs.40/19 offering a good risk: reward ratio for a favorable trade.
Rudra Global posted 105% higher H1 net profit of Rs.8.24 cr. v/s Rs.4.01 cr. YoY. It is venturing into Defence and Aerospace industries with a new subsidiary and will be promoted from T group to B group from Tuesday, 6th December. After a brief consolidation, stock may set on upward journey.
MNC Accelya Solutions India is a leading global provider of technology platforms, software & services to the travel & transport industry. It posted net profit of Rs.33.11 cr. in Sept. qtr v/s Rs.25.17 cr. last year. Buy for good returns in short to medium term.
HCC posted Q2 PAT of Rs.319 cr. v/s loss of Rs.279 cr. in Q1FY23. Debt cuts finalized & annual finance cost set to reduce to Rs.400 cr. from Rs.940 cr. It has reportedly won Rs.1300 cr. arbitration award. Keep on your radar.
Sinclairs Hotels with 9 iconic hotels and available at a market cap of just Rs.597 cr. posted bumper H1 profit of Rs.7.28 cr. v/s loss of Rs.72 lakh in H1FY22. It paid 50% dividend for FY22 & did a buy back at Rs.143/share. It’s the cheapest hotel share. Buy for good returns in the medium to long term.
TGV Sraac, a group co. of Sree Rayalaseema Hypo Strength notched 888% higher H1 EPS of Rs.22.63 v/s Rs.2.29 in H1FY22, is available at a PE of just 3x and set to cross its 52 weeks high Rs.182 as it comes out of from the T group from 6TH December.
Steel City Securities is available of PE of just 9x. It paid 30% dividend for FY22 at very attractive dividend yield of 5%. The booming stock markets augur well for its future & it is a potential multi bagger.
Pennar Industries has completed its buy back of shares and posted 110% higher H1 net profit of Rs.30.46 cr. v/s Rs.14.48 cr. in H1FY22. It is likely to post better results in the next 2-3 quarters due to a good order book & good export demand. Buy for 30% gain. t.me/mwglobal
Britannia hit a marketcap of over1lakh crore last week, BBTC, which holds 50% stake in it worth Rs.50000 cr. trades at a mktcap of just 7000cr. This holding co. is trading at a massive discount of 85%. Even at a 50% discount witnessed in roaring bull markets, the stock could jump four times from the current levels. At Rs.1000, it is a no brainer buy.
Kabra Extrusion won orders from Hero Electric to supply batteries for its EV vehicles last week. It also supplies to major OEMs manufacturing 2/3 E-wheelers and plans to expand into the car batteries as well. At a mktcap of just Rs.1700 cr., the stock has a long way to go. Buy it for the long term.
Alkali Metals, manufacturer of chemicals for airbags is being accumulated by knowledgable people as they expect this Rs. 130+ stock to touch Rs.500 mark in coming years. Keep on your radar
With media sector back in favour after Adani’s acquisition of NDTV, one can look at HT Media at just.Rs.22. The stock’s 52-week H/L is at Rs.40/19 offering a good risk: reward ratio for a favorable trade.
Rudra Global posted 105% higher H1 net profit of Rs.8.24 cr. v/s Rs.4.01 cr. YoY. It is venturing into Defence and Aerospace industries with a new subsidiary and will be promoted from T group to B group from Tuesday, 6th December. After a brief consolidation, stock may set on upward journey.
MNC Accelya Solutions India is a leading global provider of technology platforms, software & services to the travel & transport industry. It posted net profit of Rs.33.11 cr. in Sept. qtr v/s Rs.25.17 cr. last year. Buy for good returns in short to medium term.
HCC posted Q2 PAT of Rs.319 cr. v/s loss of Rs.279 cr. in Q1FY23. Debt cuts finalized & annual finance cost set to reduce to Rs.400 cr. from Rs.940 cr. It has reportedly won Rs.1300 cr. arbitration award. Keep on your radar.
Sinclairs Hotels with 9 iconic hotels and available at a market cap of just Rs.597 cr. posted bumper H1 profit of Rs.7.28 cr. v/s loss of Rs.72 lakh in H1FY22. It paid 50% dividend for FY22 & did a buy back at Rs.143/share. It’s the cheapest hotel share. Buy for good returns in the medium to long term.
TGV Sraac, a group co. of Sree Rayalaseema Hypo Strength notched 888% higher H1 EPS of Rs.22.63 v/s Rs.2.29 in H1FY22, is available at a PE of just 3x and set to cross its 52 weeks high Rs.182 as it comes out of from the T group from 6TH December.
Steel City Securities is available of PE of just 9x. It paid 30% dividend for FY22 at very attractive dividend yield of 5%. The booming stock markets augur well for its future & it is a potential multi bagger.
Pennar Industries has completed its buy back of shares and posted 110% higher H1 net profit of Rs.30.46 cr. v/s Rs.14.48 cr. in H1FY22. It is likely to post better results in the next 2-3 quarters due to a good order book & good export demand. Buy for 30% gain. t.me/mwglobal
Comments
Post a Comment