Stocks

Prabhudas Lilladher has come out with its "India Strategy" report. The research firm belives that following companies have great potential to give handsome returns. J K Lakshmi Cement, Texmaco, Titagarh Rail, AIA Engineering, Dewan Housing Finance, Astra Microwave,   Elecon Engineering, Gati, Finolex Cables and Bajaj Electricals Kolte Patil

The stock market is betting the new government will focus on sectors such as banking, infrastructure, power, highways and telecom to boost growth. ET has compiled a list of 10 stocks that could benefit the most from a policy push. Company CMP YTD Return Reason         ICICI Bank 1469 33% Lower Inflation & fiscal deficit. Positive Interest rate perspective L&T 1525 42% well leveraged to take advantage of a demand uptick if the capital expenditure cycle revives. benefi t from value unlocking in the next 1-3 years. Maruti 2215 25% Strong competitive position, sharp rebound in volumes driven by consumer sentiment improvement and product launches, potential market-share gains and higher margins. ONGC 417 46% Subsidy rationalisation and higher gas price SBI 2569...

21/5/2014    Macquarie Bank purchased more than 1 million shares of the company at an average price of Rs 97.02 per share in a block deal on Tuesday, NSE data shows. Shares in Gati LtdBSE 4.58 %, logistics solutions company, surged about 7 per cent after Macquarie Bank bought stocks in the company on Tuesday in a transaction estimated at about Rs 99.5 million.   On December 30 2013,  M/s Derive Investments a fund run by independent investor Radhakishan Damani and Gopikishan Damani, bought 4.44 million shares, or 5.13% of the total equity of the company via open market purchase. Post acquisition, total holding of M/s Derive Investments has increased to 6.97% from 1.84% earlier, it added.  He bought at @ 43 per share.    

With strong mandate to the National Democratic Alliance (NDA), the new government can take bold economic steps without any strong opposition. According to the brokerages, following the strong recent run up, valuations in the India equity market are not cheap and, hence, the market could consolidate in the near term. On the other hand, the strong developmental focus of the new government should lead to longer-term appreciation of the market. Barclays Corporates with improving asset utilisation (Tata Steel, Hindalco); Corporates with reducing balance sheet leverage (Tata Steel, Hindalco, IRB Infra); unleveraged corporates investing in new infrastructure opportunities (Adani Ports, Coal India, L&T); and companies benefiting from a lower subsidy regime (ONGC, BPCL), CLSA Its...

Motilal Oswal - Stocks to watch - Stock Recommendation for Investment for Medium to Long term - May 2014 Sector Preferred Pick     Financials SBI ICICI Bank Axis bank Canara Bank OBC NBFCs Power Finance Shriram Transport Finance Capital Goods L&T BHEL Thermax Power NTPC Coal India Jai Prakash Energy ONGC BPCL Auto Maruti Ashok Leyland TVS Motors Cement ACC Dalmia Bharat Ultratech Real Estate IBREL DLF Unitech Media Sun TV Dish TV   Also Read - 30 Stocks Recommended by Dolat Capital Also Read - Large / Midcap / Small cap Stock Recommendations for 2014

Dolat capital remmends following stocks after spectacular BJP Win   Sector Preferred Pick     Auto Maruti Bajaj Auto Suprajit Eng Banks SBI PNB Axis Bank Yes Bank Capital Goods L&T Cement UltraTech Cement JK Lakshmi Cement Consumer Titan Relaxo Whirlpool Energy Gulf Oil Corp Infrastructure ITNL    Also Read - 26 Stocks Recommended by Motilal Oswal Also Read - Large / Midcap / Small cap Stock Recommendations for 2014

Morgan Stanley Asia (Singapore) Pte has picked up 0.61 percent equity stake in Indiabulls Real Estate (IBEL) on Friday. The firm has bought 26,16,156 equity shares at Rs 76.21 per share through block deal on NSE  that was worth Rs 20 crore. Meanwhile, IndiaBulls RealEstate  reported 20% fall in consolidated net profit at Rs 41.67 crore for the quarter ended March 31 on lower revenue. Revenue slipped over 20% year-on-year to Rs 327.60 crore during the quarter. On Friday, the stock closed at Rs 78.20, up 18.84 %. Market capitalisation of the company currently stands at Rs 3,315.76 crore.

15-May-2014 Rakesh Jhunjhunwala today picked up 17.1 lakh shares of Orient Cement for about Rs 9 crore through an open market transaction. According to the bulk deal data, Jhunjhunwala bought 17,10,000 shares of Orient Cement at an average price of Rs 53.1 per share, valuing the transaction at Rs 9.08 crore.  Orient Cement was an initiative of C K Birla Group. The firm later de-merged and became an independent public limited company. The firm began cement production in 1982 and presently its total capacity stands at 5 MTPA (metric tons per annum). As part of its growth plan to reach 15 MTPA by year 2020, Orient Cement is geared up for its latest Greenfield project with a proposed capacity of 3 MTPA at Chittapur, in Gulbarga district, Karnataka. Shares of Orient Cement today surged 7....

12 midcap gems for your portfolio (returns 10 - 75%)    Stock Taget Upside Recommened by IFGL Refractories 146 77% Sunidhi Sec BGR Energy 250 76% Way2Wealth Oberoi Realty 296 46% Karvy DB Corp 410 44% Motilal Oswal NIIT Tech 510 27% PrabhudasLiladhar Gulf Oil Corp 153 21% Dolat Cap Chambal Fertilisers 48 20% PrabhudasLiladhar Torrent Pharma 761 18% ShareKhan Kewal Kiran 1500 18% ShareKhan Paper Products 111 16% Aditya Birla Money HT Media 104 13% ICICIDirect Ajanta Pharma 1188 12% Firstcall Source - ET

Piramal Enterprises, promoted by Ajay Piramal, today proposed to acquire 9.99% stake in NBFC firm Shriram City Union Finance for about Rs 790 crore.Piramal Enterprises has agreed to acquire 65.8 lakh shares for cash on preferential basis at a price of Rs 1,200 per share of Shriram City Union Finance. This represents 9.99% of the post-diluted equity share capital, Shriram City Union Finance said in filing to the BSE. Shares of Shriram City Union Finance closed at Rs 1,183.05 per unit, up 5.11% on the BSE. It has been decided to hold an extraordinary general meeting of shareholders on May 30 to seek approval for selling 10 per cent stake, the filing said. Shriram City Union Finance is a deposit-accepting non-banking financial company (NBFC) specialising in retail finance.  With assets u...