Friday 25 March 2011

Buy BHEL for a price target of 2600


BUY BHEL for a target of 2600



Wealth Bazaar Financial Managers has recommended a buy rating on BHEL for a price target of 2600
This particular post is only for investors without a stoploss. Buy BHEL at 2000 for a target of 30% in a year of 2600. BHEL is a large cap stock

Momentum indicators are completely supporting with the prices with  stochastic having given a Buy crossover from oversold zone.

Visit my official website wealthbazaar.in for more articles & call me for investment picks & to open a demat account with proper Research from Wealth Bazaar Financial Managers

 

Regards
Wealth Bazaar Financial Managers
Wealthbazaar.in

Wednesday 23 March 2011

What should be the action plan for Shilpi Cable IPO

The Rs 56 crore IPO of cables manufacturer Company Shilpi Cable Technologies is open for subscription. Wealth Bazaar Financial Managers has recommended avoiding the issue, citing a small player in radio frequency cable segment with limited operational history, high competition from competitors, intense exposure to volatility in raw material prices, highly debt owned company and highly expensive valuations, in its research report dated March 21













Having a sales figure of 165 Crores in this industry is not a big deal. At the moment, they are working with Ericsson, Tata & some other telecom operators.


The company is saying that the debt is due to the long-term finance. It’s a new project and started just two years back. In coming years, it will lower down.


Ratings Agencies like ICRA, CRISIL are also not bullish on Shilpi Cable as an IPO. 


For investors, one should accumulate the stocks from secondary market rather than looking at primary markets. 


Avoid Shilpi Cable IPO






Regards
Mayank Gupta
Wealth Bazaar Financial Managers
Wealthbazaar.in

Thursday 17 March 2011

Why Lupin is best placed in the pharma space?

Do you want to invest??

Want to Invest in Defensive sector?

Want to invest with a long term view?

This article could give you an answer. Pharma sector is such space which is less volatile as compared to Nifty & perform well in a long run as what the past tell us & what lies in the store for pharma space in future & the best pick in the pharma space is Lupin



Pharma Analysts believe the current crises in Japan could benefit Lupin, which has introduced 10 new generic drugs. So, 12% of the company's revenue comes from Japanese subsidiaries. Now, looking at the tsunami in Japan, there will be a lot of generic drugs for Lupin & its subsidiaries in Japan.

Lupin as compared to its peers like Cadila Healthcare, GSK Pharma, Ranbaxy, Cipla; Lupin seems to be much better placed in terms of market valuations & future pospects of the company & Management of the Company

One can buy the stock at the CMP at 385, with a price target of Rs 600 in next 1 year

Regards
Mayank Gupta
Long Term Investment Mumbai
Wealth Bazaar.in 

Tuesday 15 March 2011

How you can make profit from Market Correction


What do you mean by Correction???

A correction in the prices
A correction in the views of bulls & bears???

I would say both.
The term "market correction" puts fear into some stock market participants i.e investors & traders. For big Institutional investors, a correction just means new stock buying opportunities.








Correction is a realistic scenario for stock market participants. After every bull run, a correction do occur. Just like after every summer, winters has to come. 
Likewise, after every bull run, a correction or a bear run comes. Now it is upto the stock markets participants to deciede whether they want to take advantage of the correction or not. It' is often discussed, highly debated, analysed thoroughly and forgotten when the trend turns positive.


How to make profit from the correction is the main discussion to discuss. Normally when a correction takes place, if Nifty falls by 12%, mid caps counters & by some means even the large cap counters fall  by about 20% . For a long term investor  it is as good as a “END OF SEASON SALE”
But the point is, one must identify the counters having following features

1. Strong EPS Growth of atleast over 20%
2. Strong fundamentals of the company & of the sector as a whole
3. Strong Management

Dont go for Real Estate stocks. Go for defensive sectors also in your Portfolio. Do , what i call it 
"Long Term Investment In stock Market"


Regards
Mayank Gupta
Wealth Bazzar Financial Managers
Mumbai

Want to Beat Inflation??? Liquid Funds can be the answer

There is a big problem in India. The pople donot understand the difference of SAVINGS & INVESTMENTS.
Bank lying in a bank account yielding 3.5% is a saving & money invested in Equity Mutual funds, stocks, Real Estate, Gold are investments.

Now, that 3.5% return earned on savings account is accountable to tax. So the net in hand comes around 2.5%

One person came to me & said " I get 7% on my savings money". Yes It is true, exactly double the savings account return.
We have all been advised by TV analysts that put your salary of atleast 6 months in savings account of a bank & your Relationship Manager also induces you to put money in your bank savings account.

Dear Reader, I am referring to Liquid Funds. The other name to it can be Cash Fund. It has three features
  • High Liquidity
  • Lower Risk
  • Consistent Returns
Of course, I must say that banks guarantee 3.5% returns whereas MFs doesnot guarantee you anything. Over the next 3 to 6 months, our economy is expected to witness huge hunger for short term money because of tight liquidity factors & this is time when liquid funds are going to perform well.
For investors, who are ultra savvy, ultra short term funds are also available in the market.

So the bottomline is Dear investors think logically & rather than putting your hard earned money in bank savings account, I suggest you to put in liquid funds yielding handsome 7% returns

Regards
Mayank Gupta
Wealth Bazaar Financial Managers
+919967052367

Thursday 10 March 2011

Buy Yes Bank with a upside target of 395

A lot of fundamental analysts including me have been quite bullish on Yes Bank because of the following reasons




  • Available at quite cheap valuation of rs 260 odd levels after making a high of 380 & trading at low PE multiple levels
  • Bank's long term focus on Corporate clients only has helped it to maintain quite sustainable margins 
  • The bank is reporting a CAGR growth rate of 35% year on year basis which makes our price target of may be 3 times in coming 5 years 
Just have a look at the robust growth of business and stock price year by year

Date
Net Profit
Stock Price
March 2007
94
143
March 2008
200
161
March 2009
303
50
March 2010
477
257
March 2011
727
320


Looking at the robust growth in the net profit year after year and low PE Ratio, one should have this stock in his investment option.
The total balance sheet of the bank is 52000 Crores with CASA deposit account for only 10% of its deposits. The bank is looking for a massive expansion ahead by opening up 750 new branches at posh locations of different cities

Yes Bank is expected to grow at 35% CAGR which will make its FY15 total business at Rs 2.25 Lakhs Crores

Buy the stock with the long term view with a prce target of 396-400 in a year & Rs 1000 in next 3 years

Regards
Mayank Gupta
mayankportfoliomanager@yahoo.com
Wealthbazaar.in