Market Winds
Sil Investment
(TICKER CODE: 521194)
An old market hand known for his canny pickings
is known to have accumulated huge positions
in SIL Investment.
This KK Birla group company has huge investments
in group companies like Zuari Agro and
Chambal. Fertilisers, along with Pilani Investment
which is the holding company of the Birlas.
The balance-sheet of the company also reflects
holding in various prime properties across the country.
The embedded value in the stock can make it
multi-bagger, opines the seasoned investor.
(FVRs: 10, H/L Rs 143/49, CMP: 138)
GAIL
(TICKER CODE 532155)
An analyst tracking oil and gas sector is very
bullish on the GAIL. Recently Reliance Industries
and GAIL have entered into an understanding for
co-operation in petrochemicals.
Under the agreement, GAIL and RIL will explore
opportunities for setting up petrochemical
complexes in the Middle East and Russia among
other countries.The analyst expects this to act as a
great catalyst going forward for the company and
recommends investors to buy the stock for medium
term rewards.
(FV Rs: 10, H/L Rs 501/243, CMP: 498)
Marg Construction
(TICKER CODE: 530543)
A south-based broking firm is very bullish on
Marg Construction, which has spurted recently on
the bourses.
The company which, as of now, is one of the
few listed firms which have port in their asset base.
It has been receiving lots of attention from institutional
investors of late. The broking firm is of the
opinion that investors can buy the stock with one
year perspective for handsome returns.
(FV Rs: 5, H/L Rs 448/132, CMP: 414)
Rana Sugar
(TICKER CODE: 507490)
A commodity analyst with a leading broking
firm is advising that investors can start accumulating
sugar stocks but with a minimum two years
perspective. In the sector, he likes Rana Sugar
which is a part of the Chandigarh-headquartered
Rana Group.
The company has plans to set up an ethanol
unit in Moradabad at a cost of Rs 80 crore.The
government has also come out with a relief package
for the industry which has been struggling for
last few years. The analyst opines that this is the
right time to invest for long term returns
(FV Rs: 10, H/L Rs: 30/12.5, CMP: 23)
RPL
(TICKER CODE: 532743)
A fund manager of a leading mutual fund is
recommending investment in RPL with one year
prespective.With the project running ahead of
scheduled date and resultant savings therein have
become an additional boon for the company. RPL
is targeting to start production by March 08, about
8 months ahead of the schedule.
The observer expects the stock to outperform
the markets in one year timeframe when
the Ambanis may think of merging the same with
RIL. He advises investment with a horizon of a
year or two.
(FV Rs: 10, H/L Rs: 295/62, CMP: 227)
Southern Iron and Steel
(TICKER CODE: 530491)
A Jindal group company, SISCOL is going to
be merged with JSW Steel. In the scheme of arrangement,
on every 22 shares of SISCOL, one
share of JSW Steel will be issued This brings out
an exciting opportunity to enter JSW with around
15 percent discount. With steel cycle set to continue,
an analyst tracking the company is advising
entry into SISCOL for short to medium term returns.
(FV Rs: 10, H/L Rs: 18.5/50, CMP: 50)
EMPEE Distillery
(TICKER CODE: 532920)
A couple of Delhi-based bulls are reported to
be accumulating stocks of EMPEE Distillery which
has recently come out with an IPO and has seen a
lackluster performance.
According to the bulls, the company is sitting
on huge land reserves, the value of which is expected
to be unlocked shortly. With companies expansion
plans going smoothly investors can buy
the stock with a medium term perspective.
(FV Rs: 10, H/L Rs: 489/129, CMP: 320)