trading Tips

TV ad revenue is on the rise. Sun TV Network may shine. Buy.

Tata Teleservice Maharashtra skyrocketed from Re1 to Rs 40 with a change in strategy. Can something similar happen in NELCO, a Tata group co., which recently amalgamated Tata Net Services into itself? It is India’s leading VSAT provider.

Jaspal Bindra’s dream of owning a bank finally comes true with RBI granting a SFB licence to Centrum Capital along with unicorn Bharat Pe, which has lakhs of SME customers and Bindra has the experience of heading Standard Chartered Bank. Buy Centrum at every decline for multi-bagger gains.

Big Bull, Rakesh Jhunjhunwala, is extremely bullish on metal stocks and so is T.V. Narendran, MD of Tata Steel, who expects the cycle to last for another 10 years. As steel prices have run up fast, Indian Metals & Ferro Alloys has gone in for expansion. The stock trades cheap at a P/E multiple of 5x and can easily double.

TVS Srichakra Tyres from the House of TVS enjoys over 50% market share in the 2-wheeler space and plans to expand. The stock trades cheap at 10x forward earnings while all other TVS group companies trade at a premium between 20x to 30x. A bargain buy!

Aditya Birla Fashion Retail is well-positioned with brands like Forever 21, Allen Solly, Van Heusen and with Jaypore, Ralph Lauren, Ted Baker etc. as the luxury brands. Added to the F & O segment gives this stock the necessary trigger to play the value unlocking theme. Buy for a target of Rs. 300.

Summit Securities, the holding company of the Harsh Goenka group comprising Ceat, Zensar Tech, KEC Int’l etc. once valued at Rs 5300 cr. + Rs 200 cr. in mutual funds is trading @ 88% discount to its NAV – lower than 50-75% discount of other groups. Buy at Rs 615 for a target of Rs 900.

UFO Moviez India is India’s largest in-cinema advertising platform that reaches almost 200 crore viewers annually through 3,558 screens across 1,201 cities. Two years back, it was traded at Rs 600 level but is now at Rs 94. As businesses open up, it will bounce back in coming quarters. Ace investor, Vallabh Bhanshali, holds 1.62% stake in the company. Buy for 2x returns.

Aro Granite has notched 489% higher Q4 profit and has a book value of Rs120 double the CMP of Rs 60. Its new plant in Rajasthan commissioned in FY21 will help post stronger numbers. Buy for a decent gains in the short to medium term.

Samkrg Pistons, the leader in piston & rings, has achieved 149% higher Q4 EPS of Rs 7.03, which could lead to FY22 EPS of Rs 25 on the robust prospects of the auto sector. Grab it before it jumps up again. Available cum 50% dividend.

Alphageo is the largest onshore integrated seismic service provider in the private sector. It posted FY21 PAT of Rs 16.66 cr. against loss of 10.42 cr.in FY20 and declared 80% dividend. Traded in four figures in 2017, it is now at Rs 296. Rising demand for crude augurs well this co. Add. 

Gujarat Apollo Industries is attractive at Rs 255 for a target of Rs 330 in three months. Maintain stop loss at Rs 230.