Stocks

30-Jan-2015 Rakesh  Jhunjhunwala bought 625,000 shares in Geojit BNP Paribas Financial Services over the last two sessions on behalf of his wife. The shares rose over 6% to Rs 51.95. Jhunjhunwala already hold stake in Geojit BNP.    

29-Jan-2015 Jhunjhunwala buys 30 lakhs shares (or 1.21%) in Man Infraconstruction Ltd at Rs.36 per share. Man Infraconstruction shares closed 20% higher at Rs.43.20 per share on BSE. Man Infra is in the Construction & Contracting - Civil sector. The current market capitalisation stands at Rs 1,121.18 crore.The company has reported a consolidated sales of Rs 60.99 crore and a Net Profit of Rs 23.16 crore for the quarter ended Sep 2014. It is listed on the BSE with a BSE Code of 533169 and the NSE with an NSE Code of MANINFRA. Its Registered office is at 12th Floor, Krushal Commercial Complex,,Above Shoppers Stop, Mumbai,Maharashtra - 400089.

2-Feb-2015  Ace investor Rakesh Jhunjhunwala has acquired additional shares worth over Rs 11 crore in Delta Corp. Through a bulk deal, Jhunjhunwala today purchased 12.5 lakh shares of Delta Corp at a price of Rs 91.75 apiece, the company said in a filing to the BSE. At this price, the stake would be worth about Rs 11.5 crore. At the end of December 2014, Jhunjhunwala held 3.47 % stake in the company. Jhunjhunwala and his wife Rekha already own 6.72 % stake.

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  

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 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...

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

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        

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 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.