Thursday, May 16News That Matters

Stocks

Reliance MediaWorks’ promoters make buy back / delisting offer

Stocks
Promoters of Reliance MediaWorks  - Reliance Land Private Ltd & Reliance Capital Ltd, have offered to purchase 51 lakh shares (26.70% stake). The buy back worth Rs 251 crore (Rs 48.65 / share) is part of plan to delist the company. Reliance MediaWorks is a part of Anil Ambani-led Reliance Group. Reliance Land holds 54.54 % in the company while Reliance Capital's shareholding is 18.76 %. Together, they hold 73.30 % in the company. The offer would be open from March 20 to March 26 2014. After reaching a minimum of 90%  of the equity capital and fulfilment of other conditions stipulated under the delisting regulations, the company will seek to voluntarily delist the equity shares from BSE and NSE. Shares of the company rose nearly 1% to Rs 56.55 per share

Rakesh Jhunjhunwala invests Rs 11 crore in HT media

Stocks
On 28-Feb-2014, Rakesh Jhunjhunwala's company Rare Enterprises bought 15 lakh shares in HT media for approx Rs 11 crore. He bought the shares at average price of Rs 71.25 .  Following this , the shares of HT media spiked 8% and ended at Rs 77.50 During Dec 2013 quarter, HT Media had reported a Consolidated net sales of Rs 573 crore & consolidated net profit of Rs 67.02 crore Market cap - Rs 1817 crore The 52-week high of the share was Rs 123.70 and the 52-week low was Rs 69.50. The company's trailing 12-month (TTM) EPS was at Rs 0.94 per share as per the quarter ended December 2013.  The stock's price-to-earnings (P/E) ratio was 82.45. See Portfolio Holding of Rakesh JhunJhunwala

Stock Analysis – Speciality Restaurants

Stocks
Business Speciality Restaurants is a fine dining chain which has presence in 25 cities through its popular brands Mainland China, Oh! Calcutta, Global Grill, Sigree Global Grill, Mezzuna and Hoppipola. Over the next 2 years, it plans to add 25-30 outlets to its existing chain of 90 restaurants and 16 confectionaries. Financials The company's flagship brand Mainland China contributes 58 %  to its total revenues. The company's net revenue during the period grew to Rs 214.8 crore while its operating profit margin was stable at 21.9 per cent. compounded annual growth rate (CAGR) of 13.6 per cent in the past three years despite a fall in domestic discretionary spending. The company has managed a large part of this expansion from the proceeds of its initial public offering ( IPO) in 2012...

Top 10 midcap stocks to bet in 2014 : Dolat Capital

Stocks
Here is a list of Dolat Capital's top ten stocks to beat volatility in markets for a period of 12 months:  The brokerage firm do believe that the economy and cyclicals may have seen the worst of troughs in this cycle, however any meaningful recovery in our opinion is only likely during FY16. What we are more curious to estimate is the pace of growth on the recovery mode, and how much can it justify the current valuations. And that will be significantly influenced by the political situation post May elections.  The key indices remain at the similar levels having corrected post the state election results rally. At 13xFY15, the brokerage firm believe we are in the perfect centre and could swing either ways 15-20 per cent next few months.   Company Target  Price Market Price...

Top Stocks which are interest proof

Stocks
In the current High Interest rate environment, the interest expenses will be higher for high debt companies and therefore lower profits. There is inverse correlation between interest rates and corporate profits. So, investors can focus on companies which have very low / nil debt. The list of companies with low debt equity ratios and the returns these have generated over the past decade is as under: ITC Infosys NMDC Oracle Financial Colgate Container Corp Cummins CRISIL Bharat Electro Hindustan Copper Engineers India Marico Dr Reddys Wipro Torrent Pharma Mphasis Thermax Tata Communication Feel free to comment below, if you hold other good stocks.....

10 stocks for longer term (5-10 years)

Stocks
Following 10 stocks are recommended by Analysts which can deliver good returns for next 5-10 years       Recommendations by SMC Investments Reliance Industries Ltd Mahindra & Mahindra Ltd Tata Consultancy Services Ltd Cairn India Ltd Larsen and Toubro Ltd Recommendations by Bonanza Portfolio Ltd ITC Sun Pharma HCL Technologies Havells India Lupin   Source: ET 11-Feb-2014

14 Large Cap Stock Recommendations – Prabhudas Lilladher

Stocks
Prabhudas Lilladher has identified largap ideas that can give sharp returns over a period of one year. The Brokerage is 'overweight' on IT and healthcare, and 'neutral' on consumer staples and 'underweight' on banks. 1) ITC (Target price Rs 381) 2) Infosys (Target price Rs 4,550) 3) HDFC Bank (Target price Rs 760) 4) Wipro (Target price Rs 700) 5) ICICI Bank (Target price Rs 1,150) 6) Larsen & Toubro (Target price Rs 1,157) 7) NMDC (Target price Rs 163) 8) Hindustan Zinc (Target price Rs 163) 9) Axis Bank (Target price Rs 1,400) 10) Dr Reddy's Laboratories (Target price Rs 2,697) 11) Hero MotoCorp (Target price Rs 2,251) 12) Zee Entertainment (Target price Rs 330) 13) Motherson Sumi (Target price Rs 234) 14) Aurobindo Pharma (Target price Rs 640)

10 Midcap stocks that can deliver 20 – 95% returns in 1 year

Stocks
We have compiled the recommendations from various brokerage houses about quality  midcap stocks which has potential to delvier good returns over a period of 1 year     Bajaj Electricals          (   Target Price  :   303  ) Cadila Healthcare        (   Target Price  :   1200 ) Bharat Forge                (   Target Price  :   450  ) Indian Hotels               (   Target Price  :   78   ) Rolta India                   (   Target Price  :   90   ) Swaraj Engines            (   Target Price  :   749  ) IFB Agro                       (   Target Price  :   249  ) Neyveli Lignite            (   Target Price  :   111  ) Power Finance            (   Target Price  :   225  ) Tata Power                  (   Target Price  :   102  ) ...

10 Stocks that can deliver returns of 10 – 75% – ET Wealth

Stocks
Yes Bank Ltd: Target price set at Rs 400 UPL Ltd: Target price set at Rs 230 ING Vysya: Target price set at Rs 711 Bajaj Auto: Target price set at Rs 2,355 Cadila Healthcare Ltd: Target price set at Rs 1,062 Tree House: Target Price set at Rs 313 DLF: Target Price set at Rs 250 Tata Motors Ltd: Target Price set at Rs 462 Essel Propack Ltd: Target Price set at Rs 70 Radico Khaitan Ltd: Target price set at Rs 200   Please consult your financial advisor before taking any position in the stocks mentioned  

Stock that can deliver over 25% returns – Espirito Santo

Stocks
20-Feb-2014 Following are the brokerage's views on the companies that can deliver over 25 % returns. ING Vysya Bank: Target price Rs 711   ( CMP 553  - Upside 28% ) Strong Tier 1 (14.5%) and higher PCR% (88%) stock currently trading at 1.3x FY15 P/B potential M&A option   Bajaj Auto: Target price Rs 2,355 (CMP  1825  - Upside 29%) Trading at  13.5x FY15E  earnings   ( ubstantial discount despite visibility of 18- 20 per cent CAGR growth till FY16 13% discount to Hero Motocorp