Friday, November 22News That Matters

Stocks

10 stocks with good dividend payout & returns

Stocks
Following are the 10 stocks which gave good Dividends and at the same time good returns over past 10 years :         10 years   CMP PE PBV Price CAGR Revenue CAGR Net profit CAGR Dividend Payout Page Industries 9599 61.5 37 61 32 43 48 Gruh Finance 235 44.1 14.1 56 26 27 33 Supreme Ind 592 28.3 7.3 41 17 29 35 Pidilite 432 48.4 11.4 40 19 20 32 Asian Paints 692 51 16.4 37 18 21 42 GlaxoSmithKline 5599 43.5 13 36 19 25 39 Dabur India 236 42.4 15.6 34 17 19 39 P&G Hygiene 5733 60.6 18.3 30 12 9 52 ITC 370 31.8 10.9 26 16 15 53 HDFC 1127 21.3 4.7 24 27 24 32  

Shares purchased by Mutual funds / Bulk deals

Stocks
Following is the list of shares purchased by Mutual funds in Nov / Dec 2014   05-Dec-14 Thangamayil SBI MUTUAL FUND 357291 190 25-Nov-14 Mayur Uniquoter DSP BLACKROCK MUTUAL FUND 250000 428 21-Nov-14 Atul Auto BIRLA MUTUAL FUND 200000 405 21-Nov-14 Rane Holdings SUNDARAM MUTUAL FUND 185892 570 19-Nov-14 Atul Auto BIRLA SUN LIFE MUTUAL FUND 125000 397 19-Nov-14 ITD Cementation HDFC MUTUAL FUND 238000 419 18-Nov-14 Shakti Pumps FRANKLIN TEMPLETON MUTUAL FUND 334816 194 14-Nov-14 Deccan Cements UTI MF 150891 390 13-Nov-14 Simplex Infra RELIANCE CAPITAL MUTUAL 1000000 275 10-Nov-14 Redington RELIANCE CAPITAL 16300000 97.5 03-Nov-14 TRF SUNDARAM MUTUAL 349000 295    

Rakesh Jhunjunwala picks up 1.4% stake in Spicejet

Stocks
Rakesh Jhunjhunwala's Rare Enterprises today picked up 75 lakh shares of SpiceJet @ average price of Rs 17.88  for more than Rs 13 crore through open market route, amid the no frills carrier facing tough business conditions.  The share purchase comes days after SpiceJet said that a few parties have evinced interest in making investments in the carrier. According to bulk deal details with the BSE, Rare Enterprises acquired 75 lakh shares. Based on the total number of shares of more than 53.5 crore at the end of September, today's  share sale would amount to about 1.4 per cent stake.  The shares were  bought for an average price of Rs 17.88 apiece, valuing the transaction size at  Rs 13.41 crore. Spicejet shares surged 18.36 per cent to settle the day at 18.24 apiece, on the BSE. On November...

Top Midcap picks by Ambit Capital

Stocks
Mukherjea of Ambit Capital advises investors to pick market leaders or companies that have well-run business. He is bullish on V-Guard Industries and TTK Prestige for the same. Home improvement theme based stocks could see big upsides, says Mukherjea. He, therefore, expects paints, cement, electricals, plyboards, pipes, sanitaryware to show strong growth in future. He is bullish on Greenply , Century Plyboards and Havells India from the pack. Among other stocks Mukherjea picks Page Industries , CESC , CRISIL , eClerx , and Mayur Uniquoters as his favourite bets. V-Guard Industries TTK Prestige Greenply Century Plyboards Havells India Page Industries  CESC CRISIL eClerx Mayur Uniquoters

Top 8 picks by Goldman Sachs

Stocks
Goldman Sachs has eight stocks in its conviction list which includes names like DLF, Grasim Industries, L&T, IndusInd Bank, ITC, Petronet LNG, Voltas and Tech Mahindra. The target prices mentioned are for a period of 12 months (see chart).  The global investment bank has the most aggressive target of Rs 292 on DLF, which translates into an upside of 74.5 per cent from current levels   Target CMP Potential      upside                 DLF 292 167 75% Grasim 4950 3592 38% L&T 1976 1589 24% IndusInd 740 610 21% ITC 416 351 19% Petronet LNG 226 195 16% Voltas 277 248 12% Tech Mahindra 2500 2465 1%         price as on 4th Sep        

Mutual Funds buys stake in 8KMiles Software

Stocks
8K Miles Software is  the country's only listed pure-play cloud computing firm. The company is founded by serial entrepreneur Suresh Venkatachari. It has clients like  Amazon, IBM, CA Technologies, Visa, AirAsia, among others. In August 2014,  DSP Black Rock Mutual Fund had picked 4 %  in 8KMiles for about Rs 6 crore from the secondary market at a price of Rs 175 apiece. According to BSE data, DSP Black Rock MF had picked up close to 3 lakh shares of 8KMiles Software, Now, In Sep 2014,  Sundaram BNP Paribas MF bought about 2 % at  double the price that the DSP had paid. The deal was carried out through secondary market operations through the BSE @ Rs 331.95 per share ( 175000 shares)  8KMiles has been one of be biggest gainers in the recent market rally gaining over six-fold in the past ...

CLSA’s 14 picks for multi-baggers

Stocks
CLSA has recommended 14 stocks which can become multi-baggers in next 3-5 years Mindtree, Bajaj Auto Havells SKS Micro Finance Sintex Glenmark Jyothy Lab Sun Pharma There stocks can grow by 15 % compounded over the next 3-5 years. He also suggested buying these stock at correction - Bajaj Auto Finance Balkrishna Industries PTC India PTC Financial Services LMW Bharti Infratel and Voltas (target 292) Tata Communication -  (target 450) Phoenix Mills  - target 390 Motherson sumi - target 410 Buy at corrections. At some point of time a 10 % correction will take place. That's the cue to enter the market. We would advise buying once a 6-8 per cent correction has taken place. Don't buy at one shot, always spread it over.

10 midcap companies which could be multi-baggers

Stocks
ET team have handpicked 10 mid-sized companies across sectors that they believe have what it takes to make it big in the coming years. These includes Allcargo Logistics - which provides freight-forwarding and container freight station services, Ceat - tyre maker Carborundum Universal - engaged in the production of raw materials for diverse sectors Dynamatic Technologies - aerospace parts supplier Finolex Industries - plastic pipe maker Hatsun Agro Product - dairy company L&T Finance,   Persistent Systems - software exporter Rane Holdings - auto ancillary maker VA Tech Wabag, which provides water-treatment solutions. Most of these companies cater to the domestic market and, therefore, could well participate in the recovery of the economy. Some are export-driven and w...

Top 20 Midcap ideas to invest

Stocks
The brokerage has compiled a list of midcap stocks can give good returns in the next couple of years: PI Industries Balkrishna Industries Relaxo  Footwares Whirlpool India KPIT Technologies Mphasis Astral Poly Technik Biocon Colgate Palmolive Bata India Natco Pharma Triveni Turbine CARE V-Guard CCL Products Finchem Vesuvius India Heilderberg Cement PI IndustriesThe company continues to build upon its strengths in the domestic agri and custom synthesis, and is delivering earnings to sustain high teens valuations. The brokerage expects growth trajectory to go up another notch as Jambusar Phase 2 and 3 start in FY16. The stock remains its preferred pick in the agri space with strong visibility and scalability to drive earnings in the next couple of years. Its consolidat...

IIFL – 12 Bluechips that can give upto 45% return over next 2 years

Stocks
Indian equities have already seen net FII inflows of USD 13 billion in 2014 and tipped to touch USD 20 billion by end of this year. . With inflation expected to moderate, and the new government taking several steps to kick-start stalled growth, the brokerage - IIFL has selected 12 large-cap stocks, which it believes are extremely attractive even at current levels . These 12 recommendations manifest IIFL sectoral preference for domestic cyclicals (financials, auto, infra, etc) and a more cherry-picking approach within other sectors, Each of these 12 large caps can potentially deliver 35‐45 percent returns over a period of two years.   Target price over 2 years  CMP as on 28-Aug-14 Potential Upside         HCL Technologies 2202 1626 35% Hindustan Zinc 230 165 39% ICICI Bank 2...