26th Oct,2011
iNTEGRITY family wishes all our Investors, Traders,
Clients, Associates, Business partners a very Happy Diwali.
Market will be in a range. Consider bullish trend only after successive closings above 5550 and if Nifty breaks 4610 on weekly closing basis, consider more 10-15% downside.
Market will be in a range. Consider bullish trend only after successive closings above 5550 and if Nifty breaks 4610 on weekly closing basis, consider more 10-15% downside.
Strictly Delivery picks for over 24 months.
Accumulate at every 10% fall.
Tatasteel Abv 459 sl 430 Trg 496
Even though there is a feel of an economic
slowdown, Tata Steel is bullish on the India growth story and the
steel sector, reports CNBC-TV18’s Swati Khandelwal Jain.
“There is a slowdown, I believe that it is
policy induced,” he said the company’s chief financial officer Koushik
Chatterjee, adding that “if policy restrictions or the constraints were
removed, India has the fundamentals to grow much better than where we are
currently.”
He also says that the demand situation in
India is much better than the European or the US situation.
However, he believes the depreciation in
the rupee to 30 month high levels will negatively impact the sector.
“The rupee depreciation affects those
companies which buy raw materials, and that’s something which adds onto the
cost push impact on the products,” he said. And since there are no buoyant or
robust international export markets currently, a natural hedge isn’t readily
available for these companies. Therefore, Chatterjee believes that companies
which are into projects and growth will see an impact on capital.
The company's trailing
12-month (TTM) EPS was at Rs 78.25 per share. (Jun 2011). The stock's
price-to-earnings (P/E) ratio was 5.59. The latest book value of the company is
Rs 503.19 per share. At current value, the price-to-book value of the company
was 0.87. The dividend yield of the company was 2.74%.
Pantaloon Retail is focussed on driving the
growth of the lifestyle retail business. As India’s leading retailer, we
operates multiple retail formats in the lifestyle segment of the Indian
consumer market targeting the festive season and a new year.
Led by its format
divisions Big Bazaar and Food Bazaar, Future Value Retail Ltd. is a wholly
owned subsidiary of Pantaloon Retail (India) Ltd. that has been created keeping
in mind the growth and current size of the company’s value retail business.
Led by its lifestyle
formats - Pantaloons and Central, Pantaloon Retail makes every effort to
delight its customers, tailoring store formats to changing Indian lifestyles
and adapting products and services to their desires. Pantaloons,
India’s favorite fashion chain has 46 stores across the country
offering the most popular loyalty program Green Card. Central, our large-format
lifestyle department store has 12 locations in key urban consumption centers in
the country and offers over 500 foreign and Indian brands across merchandise
categories.
Covering an operational
retail space of over 6 million square feet, the company operates 148 Big Bazaar
stores and 169 Food Bazaar stores, among other formats, in over 70 cities
across the country. As a focussed entity driving the growth of the group's
value retail business, Future Value Retail Ltd. will continue to deliver more
value to its customers, supply partners, stakeholders and communities across
the country and shape the growth of modern retail in India.
Leading Brands :
Gammninfra : (Value Buy)
Gammninfra sl 12 Trg 20
Gammon Infra to be
zero debt company post rights issue.
Gammon JV has awarded
A$1.2 billion Hong Kong rail contract
GIPL'S CURRENT PORTFOLIO OF PROJECTS INCLUDES:
·
Adityapur SEZ Limited
·
Andhra Expressway Limited (AEL)
·
Cochin Bridge Infrastructure Company Limited
(CBICL)
·
Gorakhpur Infrastructure Company Limited
(GICL)
·
Haryana Biomass Power Limited (HBPL)
·
Indira Container Terminal Private limited
(ICTPL)
·
Kosi Bridge Infrastructure Company Limited
(KBICL)
·
Mumbai Nasik Expressway Limited (MNEL)
·
Pravara Co-Generation Power Project
·
Punjab Biomass Power Limited (PBPL)
·
Rajahmundry Expressway Limited (REL)
·
Sikkim Hydro Power Ventures Limited (SHPVL)
·
Tidong Hydro Power Limited (THPL)
·
Vizag Seaport Private Limited (VSPL)
Indhotel : (Value Buy)
Indhotel Downside 55 Trg 82
A Tata group listed
hospitality firm, expects its Gateway vertical to be a 50 hotel brand by 2015.
21 hotels operating under
the brand Gateway in our portfolio today. And another 22 new Gateway hotels are
under various stages of development. It shall come up with new Gateway
hotels first in all the metro cities like Mumbai, Kolkata, Delhi, Bangalore and
Chennai, the first one of which will open in early 2012. Home to Asiatic
Lions, the Sasan Gir Forest is amongst the only two natural habitats of this
subspecies around the world. As per the last census, there were 411 Lions in
Gir.
The company with over 2,000
room capacity under the brand Gateway aims to add close to 3,000 rooms by 2015.
The company has revived
its earlier existing property in Gir with enhanced features.
Unitech : (Value Buy)
Abv 30 Downside 24 Trg 37
Unitech has an experience
of developing and leasing more than 8 million sq.ft. of IT/ITes and commercial
office spaces in its Grade ‘A’ complexes like Cyber park, Signature Towers,
Global Business Parks, Unitech Business Park, Unitech Trade Centre etc. Unitech
has closely worked and partnered with internationally acclaimed architects such
as Callison (USA), RMJM (UK), SWA, HOK (USA) and many others, to achieve both
aesthetic and efficient design adopting best practices that exude superior
quality of planning and construction in our developments.
From the heights of the MSB’s in Nirvana
Country, Gurgaon, to the green build-it-yourself plots in Nallambakkam,
Chennai, Unitech homes promise to be a worthwhile experience to live through.
Be it independent luxury villas or the affordable Unihomes, we have a home for
each one of you. Thousands of families live in Unitech built homes, work in
Unitech erected offices, drive on Unitech developed roads and highways, stay in
Unitech constructed hotels, study in Unitech created schools and unwind at clubs
that bear the proud legend – Unitech. We help in making India one large family.
Unitech Retail has
realized the need of having a single space that is the perfect amalgamation of
shopping and a fun day’s outing. Unitech has developed world-class malls, Metro
Walk in Rohini, The Great India Place in Noida, and Central in Gurgaon that
have been stunningly triumphant ventures. Suffused with success, Unitech
expects to have malls in Mumbai, Kolkata, Bengaluru, Hyderabad, Chandigarh,
Dehradun, Amritsar, Bhopal, Mysore, Mangalore, Lucknow, Kochi, Trivandrum and
Siliguri by 2012.
Unitech has come up with
two top-notch amusement parks designed by Forrec, the world’s largest
architecture firm specializing in such projects. Worlds of Wonder in Noida and
Adventure Island in Rohini are designed to fulfill a long felt need in Delhi.
The Company‘s strategy in
the hospitality segment is to build hotels, clubs and serviced apartments as an
integral part of its mixed-use development projects. The Company intends to
principally build and sell its hotel properties. In some cases however, the
Company has built and operated the hotel property for a short term with an aim
of selling the property subsequently. In such cases the Company outsources the
management of its hotels to global.
Operators such as Marriott
and Carlson. The Company has signed an agreement with Marriott for the
management of four of its hotel properties. The Company plans to develop
different types of hospitality properties such as luxury or business hotels,
serviced apartments, resorts, clubs and limited service budget hotels. The
Company completed the development of Nirvana Club at Nirvana, Gurgaon in 2008.
Punjlloyd : (Value Buy)
Downside 50 Trg 62
A well diversified infrastructure company.
Rcom : (Value Buy)
Downside 66 Trg 95
Highest number of all assets among its
competitors.
The Company operates on a pan-India basis and offers the full value
chain of wireless (CDMA and GSM
including 3G services), wireline,
national long distance,
international, voice, data, video,
Direct-To-Home (DTH) and internet
based communications services under
various business units organised
into three strategic customer-facing
business segments; Wireless, Global
and Broadband. These strategic
business units are supported by
passive infrastructure connected to
nationwide backbone of Optic Fibre
Network fully integrated network
operation system and by the largest
retail distribution and customer
services facilities. The Company also
owns through its subsidiaries, a
global submarine cable network
infrastructure and offers managed
services, managed Ethernet and
application delivery services. During
the year under review, the Company
along with its wholly owned
subsidiary i.e; Reliance Telecom
Limited (RTL) have been awarded 3G
spectrum in 13 out of 22 telecom
circles, at a price of Rs. 85,850
million. The Company is one among
the only 3 operators who won in 13
circles, the highest circle coverage
for any existing player. The
Company won in all the 3 metros
namely Mumbai, Delhi and Kolkata and
also in all those circles in which
the Company has GSM incumbents.
On December 13, 2010, the Company
became the first operator to offer 3G
services to customers in top 3 metro
circles namely Mumbai, Delhi and
Kolkata. The Company rolled-out 3G
services, on trial basis, in a
record time of 100 days of receiving
3G spectrum in the above said
metros, once again demonstrating all
round execution and innovation
capabilities. The Company is in
discussion with like-minded operators
to offer nation-wide 3G services to
the subscribers.
During the year under review, the
Company had crossed the landmark of
136 million wireless customers as on
March 31, 2011. The Company ranks
among top two wireless operators in
the country.
During the year under review, the Company has
signed facility agreement
with China
Development Bank (CDB) on March 9, 2011 which includes Rs.
6,000 crore
(US$ 1.33 Billion) for refinancing 3G spectrum fee payment
by the
Company and Rs. 2,700 crore (US$ 600 Million) for equipment
imports from
Chinese Vendors by the Company and Reliance Telecom
Limited. Till
March 31, 2011, Company drawn down first tranche of Rs.
3,000 crore
(US$ 665 Million) and remaining amount was drawdown during
the
financial year 2011-12.
Genus Power : (Value Buy)
Downside 13
Increasing operational efficiency through Turnkey
Power Projects.
Over 1,000,000 successful installation of
electronic energy meters globally.
Global footprint with offices across 5 countries
and manufacturing facilities across 2 continents.
CandC :
Dowside 75.1
C and C Constructions Ltd. is one of the fastest growing
construction companies of India, focusing on infrastructure construction
segment including highways, airports, telecom infrastructure, and power
transmission. Incorporated in July 1996 by a group of professionals, it has rapidly
achieved a turnover of Rs. 7501 million in FY 2009. It has completed 29
projects across India and Afghanistan, with aggregate contract value of over
Rs. 12,000 million, for clients like National Highways Authority of India,
Airports Authority of India, UNOPS, Republic of Afghanistan and Rites Limited.
HCC : (Value Buy)
HCC Abv 27.5 sl 25.3 Trg 32
Target mentioned here is the
short term target for the stock.
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