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PAGE INDUSTRY

1. FMCG AND TEXTILE IND --PAGE IND


2.AUTO MOBILE IND AND TEXTILE IND--EICHERMOTOR
THIS COMPANY CAN BECOME 1 LAKH CRORE WORTH COMPANY.THIS
COMPANY WILL KEEP ON GROWING WITH A PASE OF 40% EVERYYEAR.
THE STOCK PRICE CAN GO UPTILL 5 TO 6 TIMES.
3.IPCA LAB---BUY AS MUCH ASU CAN DOUBLE IN 2 AND HALF YEAR.
DOMESTIC MARKET OF THE COMPANY WILL GROW BY 20%.
INT MARKET BY 40% FOR THE COMPANY PRODUCT.
4.INSURANCE SECTOR--REVIVAL IS HAPPENING.
CLOSE TO BOTTOMING OUT. COST HAS BEEN RATIONALISED.
TRADITIONAL POLICY HAS BEEN LAUNG. ULIP HAS COMEDOWN
---- MAX INDIA BUY AS MUCH AS U CAN
HDFC LTD. CONTRIBUTION MF,INSURANCE,BROKING HDFC SEC,
INSURANCE HAS BECOME PROFIT MAKING UPSIDE 30 TO 40%.
5.OIL MARKETING COMPANY---HPCL BPCL IOC CAN GO UPTO THREE
TO FOUR TIME.
HPCL BHATINDA REF WAS LOSS MAKING UNIT. NOW IS NO MORE IS ALOSS MAKING UNIT.
MID CAP---
ASTRA MICRO WAVE--- ALREADY STOCK IS RUN UP BUT CAN EVEN GO AHEAD FURTHER.DEFFEN
CE MATERIAL
EXPECT ORDER FOR MULTY RADAR SYSTEM THIS YEAR 50% PROFIT COMPANY.
AND MARKET CAP 1000CRORE.
6. BOSCH CAN GO UP TO 25 TO 30000.
7.DCB--
8.SCI BOOK VALUE 140, NAV 170 COMPLETE TURN AROUND
GREAT ESTERN SHIPPING.IN ACTIVITY TRADING OF SHIPS.
9. TECH MAHINDRA.13 TO 14 P.E RATIO.CAN DOUBBLE FORM HERE.
10.UNITECH---IF PASS THROUGH TAXES IN BUDGET IT CAN DELEVREGE
ITS BALANCESHEET. KEEP A CLOSED EYE IN BUDGET.
PROBLEMS OF THE COMPANYS
REALSTATE
INFRA
THEY HAVE TAKEN BIG LOANS AND DEBT IN THERE BOOKS.
TO KNOW THEY WANT MORE MONEY TO CONTINUE THE PROJECTS.
BANK REFUSE TO GAVE FURTHER LOAN.THEY WILL GO I.P.O AND DILUTE
EQUITY WHICH IS NEGATIVE FOR THE COMPANY PERFOMANCE.
ONLY TRIGGER FOR THEM TO REIVE IS RATE OF INTREST COME DOWN
TEXTILE-- PAGE INDUSTRIES CURRENTLY THEY ARE ONLY SELLING THE STOCK
IN DOMESTIC MARKET, EXPORTS WILL BE OPENING FOR THEM & A
BIG TRGER FOR COMPANY.
POWER SECTOR--PFC & REC ARE THE BEST THE BET
JSW ENERGY --- LOOK FOR POWER REFORMS IN THE BUDGET
TELECOM SECTOR NORT DOING GOOD LOT OF PRESSURE FROM RELIANCE
JIO
RELIANCE DONT HAVE STRONGNESS EXIT THE STOCK.
ASHOK LEYLAND STILL A DECENT PRICE TO ETER PURE COMERCIAL PLAY AND A
A TURN AROUND IS VISSIBLE.
HOUSING FINANCE CO.
HDFC, REPCO HOME FINANCE GRUH FINANCE
MULTI BAGGER IPCA LAB BUY
BUY ADD HOLD MC DOWELS
INFRA L&T
COLGATE
SMALL & MID CAP WILL PERFORM IN BULL MARKET, LONGER TERRM LARGE
CAP WILL PERFORM.
YEAR & HALF IS A MID CAP & THEN A LARGE CAP MARKET.
MONSOON IMPACT
*GDP WAS GOING @ 4.6 TO 4.7 % EXPECTED WAS @ 5.3
AGRICULTURE WILL WILL HIT THE GDP BY 0.4/0.5 FOR WHOLE GDP NUMBERS
NOW WE CAN COVER UP BY MANUFACTURING GROWTH.
BEST BUY ARE CONSUMERS RELATED STOCKS,HIGH BETA STOCK WILL COME DOWN
& PEOPLE WILL STRAT PARKING THERE MONEY IN LARGE CAP.
COALGATE, VOLTAS AIR CONDITIONER, IPCA
COMMERCIAL VECHICLE ASHOK LEYLAND, EICHER, TATA MOTORS,BOSCH.
WHY
MINNING INFRA ROAD PROJECTS
FINANCE COMPANY COMERCIAL CO.:SUNDRAM FIN & CHOLA FINANCE
MOSL STOCK CAN FALL MAXIMUM TO 25 RUPEES DOING AN ROE OF 8%
AND GOES UPTO 30%.DOING A REVENUE OF 300CRORES A YEAR (PROFIT), EVEN IF ROE
GOES TO 18 AND THE STOCK CAN DOUBLE.
BANK :ING VIYSA , DCB PSU SBI, PNB , BOB
MID CAP BANKING :STAY AWAY STILL WANT TO BUY BUY SYNDICATE BANK
AVOID YES BANK----THE BANK IS GIVING 7% RATE OF INTREST P.A. IE IT IS GIVING LOA
N @ HIGHER RATE OF INTREST
THAT MEANS THE QUALITY OF ASSET MUST BE AA OR LESS SO HOW CAN THE BANK JUSTIFY
LOW NPA.
NO IDFC
JAIN IRR DONT GO INTO HIGH BETA NAME
METAL STOCKS: TATA STEEL ONLY STOCK TO PLAY FOR METALS BUY
ON DIPS .
CEMENT :JK LAXMI CEMENT, ORIENT CEMENT (ALREADY RANED UP LET IT COOL OWN
KESU RAM ONLY UPDATE IS MERGER & ACCUCITIONS.
PMS------R MOTO
ATLEAT DOUBLE YOUR MONEY IN FIVE YEARS
TO GROW BETTER THAN MARKET
TO FALL LESS THAN MARKET
QUALITY STOCK NO COMPROIMISE
TECH MAHINDRA SHOULD HAVE 30% IN YOUR PORTFOLIO, BOSCH.