Wednesday, November 1, 2017

Buy Sail





Company Background :

Steel Authority of India Limited is a holding company. The Company is engaged in the manufacturing of flat products, such as hot rolled (HR) coils, HR plates, cold rolled (CR) coils, pipes and electric sheets, and long products, such as thermo mechanically treated (TMT) bars and wire rods. The Company's segments include Bhilai Steel Plant (BSP), Durgapur Steel Plant (DSP), Rourkela Steel Plant (RSP), Bokaro Steel Plant (BSL), IISCO Steel Plant (ISP), Alloy Steels Plant (ASP), Salem Steel Plant (SSP), VISL, POWER COMPANIES and OTHERS. 

It also offers rails, structurals, merchant products, electric resistance welded pipes, spiral welded pipes and silicon steel sheets. It operates and owns over five integrated steel plants at Bhilai, Durgapur, Bokaro, Rourkela and Burnpur, and approximately three special steel plants at Salem, Durgapur and Bhadravati. Its unit, Chandrapur Ferro-Alloy Plant (CFP), produces ferro-alloys. It also has SAIL Refractory Unit (SRU) at Bokaro

Recommendation :

Buy and add to your long term portfolio.  With the impending awarding of large construction projects by Government of India, company stands to gain.  With a sound balance sheet and a good management makes it a compelling buy.

This scrip has a great potential to move higher and higher in next 2 years.  Both the long term and short term investors will be rewarded well with consistent growth in profitability and bottom line. 

The steel sector has seen a sell out in the month of Feb 2019 and is now staging a recovery.  

Raghav
Equity Analyst

Smart Investor 
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084

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NCC - Best Buy on Declines !!

Company Background :

NCC Limited is engaged in the construction/project activities in the infrastructure sector. The Company is involved in the construction of industrial and commercial buildings, roads, bridges and flyovers, water supply and environment projects, housing, power transmission lines, irrigation and hydrothermal power projects and real estate development. Its geographic segments include Within India and Outside India. 

Its business divisions include buildings and housing, roads, electrical, water and environment, irrigation, railways, power, metals, mining and international. The Company also has a presence in the Middle East where it undertakes works in roads, buildings, and water segments. Its portfolio includes housing projects, shopping malls, hospitals, highways, project electrification, river intake works, water treatment plants, pumping stations, electromechanical works, lift irrigation schemes, sewage pumping stations and treatment plants, water pipelines and transportation of coal.

Stock Performance:

Recent IPO got oversubscribed more than 100 times.  During the last 1 year the scrip has given following returns 

6 months - 17.8%
3 months - 27%
1 month - 35%
1 week - 4.75%

Recommendation :

Buy and add to your long term portfolio.  With the impending awarding of large construction projects by Government of India, company stands to gain.  With a sound balance sheet and a good management makes it a compelling buy.

This scrip has a great potential to move higher and higher in next 2 years.  Both the long term and short term investors will be rewarded well with consistent growth in profitability and bottom line. 

Raghav
Equity Analyst

Smart Investor 
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084

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Mail - intellinvestor@gmail.com
Whatsapp - 9880080321

Saturday, October 28, 2017

Adani Ports - Buy



Company Background :

Adani Ports and Special Economic Zone Limited is an India-based port infrastructure company. The Company is engaged in the business of developing, operating and maintaining the Port and Port-based related infrastructure facilities, including Multi product Special Economic Zone (SEZ). Its segments include Port and SEZ Activities, and Others. Its Others Segment mainly includes Aircraft Operating Income and Services. 

The Company also provides logistics and infrastructure that moves goods from the port to customers. Its port services include marine, handling intra-port transport, storage, other value-added and evacuation services for a range of customers, primarily terminal operators, shipping lines and agents, exporters, importers and other port users. The categories of cargo handled at the Company's ports are bulk, containers and crude oil. It operates approximately 10 ports/terminals spread across over five states of India, including Gujarat, Goa, Andhra Pradesh, Tamil Nadu and Odisha.

Stock Performance:

During the last 1 year the scrip has given following returns 

12 months - 51%
6 months - 32 %
3 months - 10%
1 month - 16%
1 week - 8%

Recommendation :

Buy and add to your long term portfolio.  This scrip has been showing bullish pattern and poised to move higher and higher in next 2 years 

Join the joy of riding the next bull wave.

Raghav
Equity Analyst

Smart Investor 
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084

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Mail - intellinvestor@gmail.com
Whatsapp - 9880080321

Saturday, October 21, 2017

ICICI - Buy on dips



Company Background :

ICICI Bank Limited is a banking company. The Bank is engaged in providing a range of banking and financial services, including commercial banking, retail banking, project and corporate finance, working capital finance, insurance, venture capital and private equity, investment banking, broking and treasury products and services. 

The Bank's business segments are Retail banking, Wholesale banking, Treasury, Other banking, Life insurance, General insurance and Others. It has a network of approximately 18,210 branches and automated teller machines (ATMs). The Bank has approximately 110 Touch Banking branches across over 30 cities. 

Its international banking is focused on providing solutions for the international banking requirements of its Indian corporate clients and leveraging economic corridors between India and the rest of the world. The Bank caters to the financial needs of women entrepreneurs through its Self-Help Group (SHG) program as a part of its microfinance initiatives.

Stock Performance:

During the last 1 year the scrip has given following returns 

1 year - 16%
6 months - 3.75%
3 months - minus 14%
1 month - minus 11%
1 week - minus 5%

Recommendation :

Buy if the price falls 8-10% from current levels and add to your long-term portfolio.  

Blue Chip :

Weightage on BSE Sensex = 3.55% and on Nifty = 16.61% Bank Nifty 28.5%

For more insightful reports get in touch with us !!

Raghav
Analyst

Smart Investor 
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084

www.twitter.com/smartinvestor
Mail - intellinvestor@gmail.com
Whatsapp - 9880080321

Sunday, September 17, 2017

Buy Gail on declines !





Company Background :


GAIL (India) Limited is an integrated energy company in the hydrocarbon sector. The Company is engaged in gas marketing. The Company's segments include Transmission services, which includes natural gas and liquid petroleum gas (LPG); Natural Gas Trading; Petrochemicals; LPG and other Liquid Hydrocarbons; 

City Gas Distribution, and Other Segments, which includes GAIL TEL, exploration and production (E&P), City Gas and Power Generation. The Company is engaged in activities, including transportation through pipeline; manufacture of basic chemicals, fertilizer and nitrogen compounds, plastics and synthetic rubber in primary forms; extraction of crude petroleum; extraction of natural gas, and electric power generation, transmission and distribution. 

The Company's products and services include natural gas marketing and transmission; petrochemicals (polyethylene and polypropylene), and liquid hydrocarbons production (LPG, propane, pentane and naphtha).


Stock Performance:

During the last 1 year the scrip has given following returns 

1 year - 36%
6 months - 6%
3 months - 4.8%
1 month - 6%
1 week - 4.8%

Recommendation :

The stock has formed a bottom around 370 levels which is a good entry point.  We do not expect any fireworks in the near term as the volumes have been dipping indicating waning investors interest.

Buy and add to your long term portfolio.  Do not plan to sell unless you have better investment options.

Join the joy of riding the next bull wave.  Patient investor can see the scrip going beyond 500 levels   and poised to move higher and higher in next 2 years 

Raghav
Equity Expert

Smart Investor 
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084

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Mail - intellinvestor@gmail.com
Whatsapp - 9880080321