July 15, 2011 | In: Large Cap Stocks, Stocks Analysis
I see a lot of discussion on REC (Rural Electrification Corporation) today where people are advising to sell the stock. To be honest, I disagree with the sell calls on REC, a lot of people are advising to go short on the stock because it just rallied...
July 12, 2011 | In: Mid Cap Stocks, Stocks Analysis
Sintex Industries announced Q1 FY12 results yesterday and according to me the results were pretty good. Sintex Industries posted a net sales growth of 22% YoY, EBITA growth of 30% YoY and net profits growth of 20% YoY. Some analysts were expecting a net...
June 29, 2011 | In: Stocks Analysis
Titan Industries is no doubt a good company and also a fast growing one but that is not sufficient enough for investing in Titan Industries. Being a good company, it can only be added to your watch list and not serve as an immediate investment. Even...
May 24, 2011 | In: Large Cap Stocks, Stocks Analysis
Rural Electrification Corporation (REC) announced it's fourth quarter results today. The results were really good, specially if you compare it to it's peer PFC who posted a flat quarter. For Q4 FY11, net sales were up 19% at 2,188 crore versus 1,834 crore...
May 20, 2011 | In: Mid Cap Stocks, Stocks Analysis
Orchid Chemicals posted a good set of numbers for this quarter Q4 and the whole year FY11, inline with estimates. However the street might have taken it negatively and so the stock has been declining from 320 levels to almost 280 now and I believe there...
May 19, 2011 | In: Mid Cap Stocks, Stocks Analysis
Ashok Leyland posted an exceptional set of numbers today. It's net sales surged 30% YoY and net profits grew 34%. Analysts were expecting a 5% growth in their profits and thus this result came as a huge surprise. Ashok Leyland posted net sales of 3,828...
May 13, 2011 | In: Mid Cap Stocks, Stocks Analysis
DCB has attracted a lot of attention recently. A lot of people I know are interested in knowing that what exactly is happening in DCB. Many of them have already purchased seeing crazy run ups it has shown recently. Thus Im dedicating this post to DCB...
May 6, 2011 | In: Large Cap Stocks, Stocks Analysis
Axis Bank posted a 33.4% rise in it's net profits in Q4 FY11 which was inline with the brokerage estimates. However the issue was with the net interest income that grew only 16.5% YoY and declined sequentially due to higher cost of deposits. This caused a...
May 3, 2011 | In: Stocks Analysis
Reliance Industries is a stock that has been a huge disappointment for investors for almost 2 years now. The stock has barely managed to give any returns over a long term, infact fell 10% in the last 12 months. Most of us are already frustrated with...
April 30, 2011 | In: Stocks Analysis
IDFC posted Q4 FY11 revenues of 1302 cr as against 1023 cr in Q4 FY10, up 27% and net profits of 287 cr against 228 cr, up 26% on a YoY basis. For the whole year FY11, revenues were up 21% at 4917 cr and net profits were up 20% at 1282 cr. The Q4 results...
April 29, 2011 | In: Stocks Analysis
TVS Motors announced their Q4 and FY11 results today. TVS Motors posted Q4 FY11 net sales of 1633 cr against 1216 cr as in Q4 FY10 and a net profit of 41 cr against 20 cr. Net profits zoomed 105% on a YoY basis. FY11 net sales stood at 6289 cr, up 41% and...
April 24, 2011 | In: Large Cap Stocks, Stocks Analysis
Infosys is a good company and there is nothing wrong with it but I still don't prefer investing into it's stock. The problem with this stock is that the valuations are extremely over stretched. Over stretching of valuations happen when people build up too...
February 10, 2011 | In: Stock Market Analysis, Stocks Analysis
Start of 2011 has been very unfortunate for all of us. I'm sure that none of us ever thought that we shall see Nifty dragging down from 6300 odd levels to 5200 now while several stocks dripping to its 52 week lows, down more than double than nifty. If...
October 30, 2010 | In: Mid Cap Stocks, Stocks Analysis
Sun TV's Q2 results were out a couple of days ago and they were really good. The net sales jumped from 320 crores to 424 crores (32% YoY) and net profit jumped from 130 crores to 167 crores (28.5% YoY). A 30% jump in revenues and net profit suggests that...
October 6, 2010 | In: Mid Cap Stocks, Stocks Analysis
JP Associates is looking extremely strong right now and has given a very nice break out around levels of 130. If you remember, JP Associates always used to come from lows of 115 to 130 and then it again dipped down to those levels. However, this time...
October 1, 2010 | In: Stocks Analysis
Mahindra Satyam announced the FY09 and FY10 results on 29th September. FY09 saw a net loss of 8000+ crores and FY10 saw a net loss of 124 crores. This disappointed several people and so the stock saw a nice sell off on Thursday. The sell off on Thursday...
September 27, 2010 | In: Large Cap Stocks, Stocks Analysis
I've given a BUY call on Tata Steel stock, first on 1st August when the stock was trading around 530 and again on September 8th when the stock was trading around 570. Now Tata Steel is trading close to 650 rupees a share. This is around 15%-20%+ returns...
September 24, 2010 | In: Stocks Analysis
Mahindra Satyam has announced today evening that they are going to file delisting of Satyam Computers ADR from New York Stock Exchange(NYSE). This news has come off as a shock to the investors of Satyam Computers ADR as well as Mahindra Satyam listed in...
September 23, 2010 | In: Stocks Analysis
Mahindra Satyam has jumped from the levels of 80 to 106 in short span of time. It is trading with heavy volumes, 16 crores yesterday and almost 10 crores today. These are just predicting the interest people are taking into the stock. The run up that we...
September 20, 2010 | In: Stocks Analysis, Stocks To Buy
The dates of the most awaited financial results of Mahindra Satyam has finally been announced to the public and that is 29th September 2010. Satyam Computers after the huge Ramalinga Raju fraud was bought by Mahindra group and renamed to Mahindra Satyam....