Company Background
Natco Pharma Limited is a pharmaceutical company. The Company is engaged in developing, manufacturing and marketing finished dosage formulations (FDF) and active pharmaceutical ingredients (APIs). The Company's segments include active pharmaceuticals ingredient, finished dosage formulations, job works, pharmacy and others.
The Company's product categories include Domestic Formulations, International Formulations, API's and Blockbusters. The Company's products include Alphalan, Bandrone, Bendit, Clokeran, Lenalid, Thioplan, Anastronat, Capnat, Fulvenat, Kabanat, Natdox-LP, Rapact, Temonat, X-Trant, Glatimer, Hepcinat, Natdac, Natzold, Tigi, Alprazolam, Chloroquine Phosphate, Lansoprazole, Letrozole, Granisetron, Rizatriptan IR, Imatinib, Salmeterol Xinafoate, Sertraline Form I, Ibandronate Sodium Monohydrate, Pantoprazole Sodium Sesquihydrate, Ondansetron Hydrochloride (Injectable Grade), Daclatasvir and Glatiramer Acetate. The Company manufactures over 20 products under contract.
Stock Performance:
During the last one year the scrip has given a decent 128% return jumping from 453 to current 923 after touching Rs.1015 levels which is 52 week high.
Recommendation :
Buy on declines of around Rs.700 and hold for a target price of Rs.1000 holding period of 12 months
Raghav
Research Analyst
Smart Investor
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084
Smart Investor
Smart Investor
Mail - intellinvestor@gmail.com
Whatsapp - 9880080321
Company Background
YES BANK Limited is a private sector bank. The Bank is engaged in providing banking services, including corporate and institutional banking, financial markets, investment banking, corporate finance, branch banking, business and transaction banking, and wealth management. The Company's segments include Treasury, Corporate/Wholesale Banking, Retail Banking and Other Banking Operations.
Its Treasury segment includes investments and financial markets activities undertaken on behalf of the Bank's customers, trading, maintenance of reserve requirements and resource mobilization. The Corporate/Wholesale Banking includes lending, deposit taking and other services offered to corporate customers. The Retail Banking includes lending, deposit taking and other services offered to retail customers.
The Other Banking Operations segment includes para banking activities, such as third party product distribution and merchant banking, among others.
Stock Performance :
During the last one month the scrip has given a decent 8% return jumping from 1530 to current 1650 levels which incidentally is 52 week high.
In the last one year the scrip has given a growth from the lows of Rs.1010 to high of Rs.1650 level giving a whopping 65% return. Scrip has seen sharp corrections from high levels and is likely to slide further.
Recommendation :
Buy on declines of around Rs.1300 and hold for a target price of Rs.1800 holding period of 12 months
Smart Investor -
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084
Smart Investor
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Mail - intellinvestor@gmail.com
Company Background
Heritage Foods Limited, formerly Heritage Foods (India) Ltd., is a fast-moving consumer goods (FMCG) company. The Company's segments are Dairy, Retail, Agri, Bakery and Renewable Energy. Its principal products/services are milk, value added products and FMCG (food and non-food). The Dairy segment mainly deals with procuring milk, processing and selling of milk, value added products, fat products, skimmed milk powder, tradable goods and job work.
The Retail segment mainly deals with buying and selling of FMCG-food, FMCG-non-food, and fruits and vegetables. The Agri segment mainly deals with procuring, processing and selling of fruits and vegetables, tradable goods and job works. The Bakery segment mainly deals with procurement, production and selling of bakery products. The Renewable Energy segment mainly deals with generating and supply of solar power and wind power to the dairy segment for its captive consumption. It has operations across approximately 10 states in India.
South India's one of the leading dairy companies, Heritage Foods has entered the northern region with the launch of its milk and milk products.
The annual turnover of Heritage Foods crossed Rs.2380.58 crores in financial year 2015-16. To achieve its mission of reaching Rs.6000 crore revenues by end of 2022, Heritage is going to start 5 more milk processing plants in the next 5 years, the company said.
To achieve this, Heritage said, they will ramp up its current volume of 14 lakhs litres of milk per day to 28 lakh
This growth is aided by recent acquisition of Reliance Dairy’s brands, Dairy Life and Dairy Pure in North India. By entering the northern market the brand said the milk supplied in Delhi will be collected from farmers located just 5 hours away; thereby ensuring freshness and a consistent flow of good quality milk.
Stock Performance :
During the last one month the scrip has given a decent 18% return jumping from 1030 to current 1200 levels which incidentally is 52 week high.
In the last one year the scrip has doubled from the lows of Rs.510 to current Rs.1190 level giving a whopping 116% return.
Recommendation :Buy on declines of around Rs.1160 and hold for a target price of Rs.2235 holding period of 12 months
Smart Investor -Equity Research
No.24 Pattamal Plaza3rd Cross KammanahalliBANGALORE 560084Smart Investor
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Mail - intellinvestor@gmail.com
Company Background :-
JBM Auto Limited is an automotive company that manufactures auto systems and city buses. The Company manufactures sheet metal components for automobiles, and tools and dies for automobiles. Its segments include Sheet Metal Components, Assemblies & Sub-assemblies; Tool, Dies & Moulds, and Bus Division.
The Sheet Metal Components, Assemblies & Sub-assemblies segment manufactures components. The Tool, Dies & Moulds segment manufactures dies for sheet metal segment or sells dies. The Bus Division includes activities related to development, design, manufacture, assembly and sale of bus, as well as parts, accessories and maintenance contracts of same.
Its business divisions include Component Division and Tool Room Division. Its product portfolio includes chassis and suspension parts, air tanks, fuel tanks, exhaust systems and complete cowl assemblies. The Company manufactures skin panels, chassis and suspension systems, and cross car/truck beam, among others.
Stock Performance :
The scrip has given a decent 50% return in the last one year. After touching 52 week low of 125 in June last year the scrip has peaked to Rs.325 giving a whopping 160% return.
Recommendation :
Buy on declines of around Rs.260 and hold for a target price of Rs.375 holding period of 9 months
Smart Investor -
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084
Smart Investor
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Company Background :
KPIT Technologies Limited is a technology company. The Company is engaged in computer programming, consultancy and related activities. The Company's business segments include Auto, IES, SAP and Others.
It provides software development, global information technology (IT) consulting and product engineering solutions to its clients, in automotive and transportation; energy and resources; consumer and industrial manufacturing; life sciences, and utilities verticals.
The Company's geographical segments include USA, UK & Europe and Rest of World. It is also engaged in the production of Integrated Systems, under product engineering solutions vertical. Its products include KIVI-Infotainment Platform, Konnect, K-SAR-AUTOSAR Suite, Medini Analyze-Functional Safety Tool, Medini Unite, On-Bus Intelligent Transport System and Revolo.
It offers domain solutions for the energy and utilities vertical in Systems Applications and Products (SAP), Oracle and Java Development Environment (JDE).
Stock Performance :
IT will continue to trade flat as the scrip is going nowhere since quite sometime
Recommendation :
Avoid
Smart Investor -
Equity Research
No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084
Smart Investor
Smart Investor
