Sunday, September 23, 2012

Performers: Exide Industries

Exide Industries: Buy rate given at Rs.135/-; currently trading +10%

-- 
Hardik Desai



BUY: Gati

Gati

The company is into Express Distribution & Supply Chain Solutions. It has a strong presence in Asia Pacific region & SAARC countries.
Current Price: Rs.38/-
PE: 4.02

--
Hardik Desai


BUY: Hero Motocorp

Hero Motocorp

Current Price: Rs.1921/-
Consistent Performer.
PE: 15.75
Moving Averages in support of upward movement for long term
Recently they have tied up with Italian 2-wheeler design firm "Engines Engineering".
Approx 10 new products will be launched this year.
After its separation from Honda Motors; they are exploring different alliances for Design & Technology.

-- 
Hardik Desai


BUY PNB

Punjab National Bank

Current Price: Rs.837/-
One of the very well managed and well performing Public Sector Bank
PE: 5.65
Current Financial reforms will certainly support financial sector.
Cut on Lending rate is expected.

--
Hardik Desai




BUY: Provogue (India)

Provogue (India)

Current Price: Rs.18/-
Book Value: Rs.65.26/-
PE: 9.90
Really cheap stock compared to its Peers.
Very high Potential to go upward.
Retail FDI will surely boost the stock.

--
Hardik Desai




BUY: BHEL

Bharat Heavy Electricals

Current Price: Rs.232/-
PE: 7.96
Consistently well performing company
Order Book of over Rs.1.35 Lacs Crore.

--
Hardik Desai





Monday, August 27, 2012

KASHMIR (Srinagar, Pahalgam & Gulmarg) Travel Tips & Recommendations

This post is specifically I am writing for people who want to travel Kashmir Valley but due to concerns; they are not willing to take risk.

First and foremost; let me tell you - It is undoubtedly "THE HEAVEN ON EARTH"!!!

The region is in very much peaceful in recent times to travel; though once you land in Srinagar, you will find so many Military men around and may be feared. But as soon as you leave Srinagar; you will be at ease of experiencing real beauty of Kashmir.

The major reason for recent change is that local people have understood that Tourism is the only way for their survival. Hence, they are co-operating with local police to maintain law & order situation in the valley. Personally, I have never experienced such Hospitality from other tourist destinations.

Travel Plan & Things not to be Missed:

Plan for minimum of 6 days to cover Srinagar, Pahalgam & Gulmarg region (2 days each).

Srinagar:
  • The main attraction of Srinagar is Dal Lake and to explore its beauty one must stay in Houseboat (instead of any hotel in city) for Boarding. Of course the Houseboats are stand-still unlike Kerala backwaters; the experience of resting in Houseboat is Royal.
  • You can take Shikara Ride for roaming in Dal Lake (hourly basis) and explore Market, Garden, Restaurants, etc. on Lake. Fares for the same are regularised.
  • Mughal Gardens in the city
  • 1 Day trip to Sonmarg (70 km from Sirnagar). Get a ponny ride there to see the spots. (Negotiate well with ponny riders; here prices are not regulated.)

Dal Lake
Houseboat

Pahalgam (90 km from Srinagar):
Pahalgam
  • You can take Ponny Ride for one day sight seeing.
  • Also, hire a taxi for points which are not covered by Ponny Riders.
  • Note that, Pahalgam is a starting point of Amarnath Yatra. So, in summers there will be high rush.
  • En-route to Pahalgam; one can see Saffron farms, Apple Gardens & factories of Cricket Bats. Also, taste the local drink "kawa".


Gulmarg (45 km from Srinagar):
  • Gondola (Cable Car) is must which goes up to 3300m height.
  • If you travel between Dec-Mar; the whole town will be snow capped. Also, in these months one can enjoy skiing.
  • Avoid taking sledging rides.
  • During snow fall season; you can get overcoat and gumboot on hire easily for a day or two.

Gulmarg

Gondola (Cable Car)
There are 2 kinds of beauty about Kashmir. One in summer when everything is so colourful & mesmerizing and one in winter when everything around will have a snow cap.

One best thing for Maggi lovers is that; you will find Maggi wherever you go in the valley; even at the height of 3300m.

Also, for liquor lovers; pack your favourite brand in your luggage itself from home. You may find expensive & very difficult to get.

So I sum up here to have your wonderful journey to Heaven!!!

GO FOR IT!!!

Sunday, August 26, 2012

Performers-Persistent Systems, Coal India & CESC

Persistent Systems: Buy rate given at Rs.300/-; currently trading +25%
Coal India: Buy rate given at Rs.325/-; currently trading +13%
CESC: Buy rate given at Rs.265/-; currently trading +19%

BUY: S Kumars Nationwide

Owner of Brands like; Reid & Taylor, Belmonte & S. Kumars
Current Price: Rs.22/-.
Very good upward trend likely.
P/E: 3.79
Book Value: 53.89 (very good)
Financials: Consistent Performer
Highest Market Capitalization in its Peers.

BUY: Gujarat State Petronet

Current Price: Rs.79/-
High Potential to go upwards.
PE, Book Value, EPS are encouraging.
Consistently growing company since last 5 years.

-- 

BUY: India Cements

Current Price: Rs.90/-.
PE: 10.93
Book Value: 132.42 (very good)
Geographically expanding sales in the region of growing Srilanka & Africa.
Financials: Stron Growth with better margins

-- 

BUY: Butterfly Gandhimathi Appliances

The Company is into Home Appliances based in Chennai.
Current Price: Rs. 329/-
P/E: 19.76
CRISIL has given the valuation grade of 4/5.
Dividend is due on 31/08/2012 of 20%.
Growth of more than 100% in last financial year.
Promoter Holding is 65%; which is a good sign.

BUY: Gateway Distriparks

BUY: Gateway Distriparks

The Company is into Logistics Services for Cargo / Ports / Railways. Currently trading @Rs.133.
Fair Valuation wrt PE ratio, Book Value and Historic Prices.

Sunday, February 12, 2012

Performer - Tata Global Beverages

Tata Global Beverages - Buy Call given @₹105/-; currently trading +10%

--
Hardik Desai


Performer - Jaiprakash Associates

Jaiprakash Associates - Buy Call given @₹70/-; currently trading +10%

--
Hardik Desai


Performer - Infrasturcture Development Finance Company

Infrastructure Development Finance Company - Buy rate given @₹125/-; curretly trading +12%

--
Hardik Desai


Performer - HCL Technologies

HCL Technologies - Buy rate given @₹410/-; currently trading +14%

--
Hardik Desai


Performer - Jet Airways

Jet Airways - Buy rate given @₹230/-; curretly trading +44%

--
Hardik Desai


Performer - Rural Electrification Corporation

Rural Electrification Corporation - Buy rate given @₹180/-; currently trading +21%

--
Hardik Desai


Performer - Yes Bank

Yes Bank - Buy rate give @₹270/-; currently trading +24%

--
Hardik Desai


Performer - HDFC Bank

HDFC Bank - Buy rate given @ ₹425/-; currently trading +21%

--
Hardik Desai


Performer - Housing Development & Infrastructure

Housing Development & Infrastructure - Buy rate given @ ₹65/-; currently trading +38%

--
Hardik Desai


Buy Indian Overseas Bank @ ₹95/-.

Buy Indian Overseas Bank @ ₹95/-.

--
Hardik Desai


Buy Jagran Prakashan @ ₹110/-.

Buy Jagran Prakashan @ ₹110/-.

--
Hardik Desai


Buy Andhra Bank @ ₹115/-.

Buy Andhra Bank @ ₹115/-.

--
Hardik Desai


Buy Manappuram Finance @ ₹50/-.

Buy Manappuram Finance @ ₹50/-.

--
Hardik Desai


Buy Deepak Fertilizers & Petrochemicals Corporation @ ₹150/-.

Buy Deepak Fertilizers & Petrochemicals Corporation @ ₹150/-.

--
Hardik Desai