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DD SHARMA

04.08.2017 : DD SHARMA: TORRENT POWER : 186 -425 (IN 1 YEAR)

PTC : 112-450 (IN 3 YEARS)

KRIDHAN INFRA LIMITED

3.8.17: KALYANI STEEL 437-750 (in 1 YEAR)

3.8.17: AUTOMOTIVE AXLE: 739-1200 (1 YEAR)

LONG TERM Multibagger call- 16-08-2017 investors with risk appetite looking for quick
bucks can now buy KNR Constructions
( Long term)@220-200 sl -NA(Hold till the fundamentals are intact)- tgt1 300 tgt2 350
!!Multi-bagger stocks can be added in tranches & an exit can be considered based on a
deterioration in fundamentals if any.

LONG TERM Multibagger call- 07-08-2017 investors with risk appetite looking for quick
bucks can now buy VRL Logistics ( Long term)@343-300 sl -NA(Hold till the fundamentals
are intact)- tgt1 478 tgt2 500 !!Multi-bagger stocks can be added in tranches & an exit can
be considered based on a deterioration in fundamentals if any.

Investing with emotions is like mixing alcohol with driving while trading
without stops is like driving without brakes. Eliminate two sure ways
that lead to an accident on the bourses be safe. Scratches cant be
avoided, anyways.
02.08.2017 : Patiently looking forward to see the three digits figure in
Gravita. The stock was suggested near 20 initially and has produced
multi fold returns since then.... Best of luck friends.
LONG TERM Multibagger call- 01-08-2017 investors with risk appetite
looking for quick bucks can now buy Man Infraconstruction( Long
term)@65.30-56 sl -NA(Hold till the fundamentals are intact)- tgt1 94
tgt2 105!!Multi-bagger stocks can be added in tranches & an exit can
be considered based on a deterioration in fundamentals if any. Caveat
Man Infracon was initially suggested at 33.50 with medium
perspective on 23.03.2016. The stock is double since then. My
followers may have interest in the counter.
Some of the remnants of the suggestion as found on Google search.
Community :- Vivimed Labs Forum, Vivimed ...
hindi.moneycontrol/.../view_topic_msgs.php?...4... - Translate this
page
: valine. Price when ... TERM Multibagger call-
30-11-2016 investors with risk appetite looking for quick bucks can
now buy Vivimed Labs ( Long term)@92.65-80 sl -68- tgt1 121 tgt2
150!! ... buy venus remedies buy buy.
Long Term Call- 31-07-2017 investors with risk appetite looking for
quick bucks can now buy Tanla Solutions
( Long Term)@38-32 Sl -26- tgt1 64 tgt2 70!! Momentum should not
be played without a trailing stop & position sizing should not exceed 2-
3% of your total portfolio. Caveat Tanla Sols was initially suggested as
a pick for the penny hunters and then on 10-10-2015 at 32.60. So my
followers may be having positions in this counter.
25.7.17 As anticipated bulls strike back in mid-caps. Thats a good comeback for Celestial
Biotech.

LONG TERM call- 24-07-2016 investors with risk appetite looking for quick bucks can now buy
National Steel & Agro Industries (Long term)@28.90-25 sl -NA- tgt1 40 tgt2 45 tgt3 50!!Multi-
bagger stocks can be added in tranches & an exit can be considered based on a deterioration in
fundamentals if any. Caveat The stock was suggested earlier near 23.45 on 26-09-2016, so
some of the followers may still have been holding shares in the counter.

Medium Term Call- 20-07-2017 investors with risk appetite looking for quick bucks can now
buy Nila Infrastructures( Medium Term)@19.10-17 Sl -15- tgt1 31 tgt2 35!! Momentum
should not be played without a trailing stop & position sizing should not exceed 2-3% of
your total portfolio. Caveat Nila Infra was initially suggested at 11.85 with a target of 20 on
27-10-2015. Followers may have been positions in the counter.

Kanoria Chem
2 replies
LONG TERM Multibagger call- 07-07-2017 investors with risk appetite looking for quick bucks can
now buy Kanoria Chemicals and Industries ( Long term)@87.65-80 sl -64- tgt1 126 tgt2
150!!Multi-bagger stocks can be added in tranches & an exit ca... See more

LONG TERM Multibagger call- 19-07-2017 investors with risk appetite looking for quick bucks
can now buy Cipla ( Long term)@559.75-500 sl -NA(Hold till the fundamentals are intact)- tgt1
620 tgt2 720 tgt3 800!!Multi-bagger stocks can be added in tranches & an exit can be
considered based on a deterioration in fundamentals if any. View less

Medium Term Call- 01-06-2017 investors with risk appetite looking for quick bucks can now
buy Kamat Hotels ( Medium Term)@51-45 Sl -39- tgt1 75 tgt2 82 !!

LONG TERM Multibagger call- 20-04-2017 investors with risk appetite looking for quick bucks
can now buy Redington India ( Long term)@120-112 sl -84- tgt1 160.50 tgt2 186!!Multi-bagger
stocks can be added in tranches & an exit can be considered b

21.7.17 : Finding value near Mount 10K? Top


3 stocks which can be multibaggers in 2-3
years
Interview with Nitasha Shankar, Senior Vice President Research at
YES Securities (India) Ltd

Moneycontrol News
India is in a secular uptrend, which should continue in the long term as Indias
fundamentals and macros continue to improve, Nitasha Shankar, Senior Vice
President Research at YES Securities (India) Ltd,said in an exclusive interview
with Kshitij Anand of Moneycontrol.
Q) What are your views on the market which has already delivered about 20%
return so far in 2017? How is the second half of the year expected to pan out? Do
you see a Virat Kohli type of master blaster innings likely to repeat in H2?
A) We believe that India is in a secular uptrend. This uptrend should continue in the
long term as Indias fundamentals and macros continue to improve. Lead indicators
released over the last few weeks were positive to neutral, reinforcing a gradual
macroeconomic improvement being underway.

We should see an improvement in the corporate fundamentals too. This, in turn,


would further support the upward trend. Currently, the only risks to the markets may
arise from global geopolitical events.

These could lead to knee-jerk reactions, but given the attractiveness of Indian markets
on the global stage, I see a relatively quick recovery.

Q) Your list of top five stocks which could turn out to be multibaggers in the next
2-3 years?
Mahanagar Gas Ltd:
The company is the only operator in the city gas distribution space in Mumbai and
adjoining areas. As such growth for MGL would be driven by: (i) anticipated growth
in the number of CNG operated vehicles considering the current cost effectiveness of
CNG as a fuel, (ii) potential growth in the number of households in the areas of
operation and (iii) on commencement of gas supply to consumers in the Raigad
district. The Economic benefit of natural gas over alternate fuels to drive growth in
demand. The company has healthy financials and is cash rich.

Motherson Sumi Systems:


Motherson Sumi Systems Ltd (MSSL) is the flagship company of Samvardhan
Motherson Group (SMG). It is a joint venture between Sumitomo Wiring Systems of
Japan and SMG and is a global solution provider to the automotive industry for
interior and exterior modules, rear view vision systems and wiring harness as well as
to other industries.
It operates through 4 main product divisions - wiring harnesses, polymers, mirrors,
and elastomers. MSSL operates in 25 countries from over 145 manufacturing
facilities, supported by technical centers across the world. Along with its subsidiaries,
it is one of the largest manufacturers of rear view mirrors, IP modules, and bumpers in
Europe.

With a market share of ~65% in the passenger car segment, MSSL is the largest
manufacturer of automotive wiring harnesses in India. It is also the largest
manufacturer and supplier of rear view mirrors and plastic components in the country.

Going forward, we expect MSSL to continue seeing the growth that is driven by
increasing the content per car on account of premiumization in the auto industry and
by auto makers offering more features per car, substituting metal parts with plastic
(polymer) parts to reduce vehicle weight, etc.

In addition to this, car makers, particularly the high-end manufacturers, are trying to
increase their presence in the lower end segments as well. As a result, new models are
being planned and launched.

This increases the scope of the market for companies like MSSL. In addition to this,
improvement in the profitability of international operations through increasing
capacity utilization and increased efficiencies will help boost profitability and returns
as well.

VST Tillers & Tractors:


V.S.T. Tillers Tractors Limited (VSTT) is Indias largest power tillers player, having
a market share of ~50%. The company has the capacity to assemble 60,000 tillers per
annum. This product segment contributes to ~55% of its revenues. About 30% of
revenues come from the sale of tractors.

While the company has been involved in this segment for decades, it has recently
upped its focus on the same. We believe VSTTs tractor business will drive growth
going forward. With the companys tractor plant currently working at 1/3rd of its
assembling capacity, there is idle capacity available.

Tractor volumes have seen a sharp rise in the current year after two consecutive dull
monsoons seasons. This, coupled with VSTTs focus on increasing its reach and
product offerings will lead the company to grow at a fast pace over the medium term

Q) What are your views on TCS and Infosys which declared their results last
week? Which one is a better bet and how FIIs or domestic investors are placed in
these stocks?
A) The IT sector is facing structural issues on several fronts, including deal sizes and
pipeline, pricing, protectionist measures being adopted in countries like the US, and
migration to digital.

In addition to this, IT companies are also facing currency headwinds. Although the
relative performance of Infosys was better than that of TCS during the current quarter,
these issues continue to haunt both companies.

Till such time as there is more clarity on them, we would prefer to stay neutral on
them.
Q) Investors grapple with fear of investing at peak. What do you tell your clients
to calm their fears?
At these levels, investors have started to get worried about whether they should invest
or book profit. They are getting worried about the risks looming in the market. And,
there is no dearth of risk to worry about.

The list includes geopolitical worries, pick up in corporate earnings, revival in private
sector capex, liquidity levels, etc. And this has brought investors back to their original
fear and that is whether they should invest at current levels or book profits.

The point is that we are never going to get a clear cut all-clear signal or even a get-
out-now signal from the markets. As time and experience have taught us that timing
the markets is an exercise that has not really yielded any result.

Even during times when risks appear to be high or when there is noise related to risks,
it is best to revisit the basics of investing to understand whether it is time to invest or
exit.

And, in our opinion, this is definitely not a time to exit Indian markets and is actually
a time to stay invested in them. The markets are on an upward trend and this is
expected to continue.

The biggest driver for this would be the improvement in corporate earnings. Although
in the current quarter, the earnings growth was disappointing, however, it was on
expected lines given the residual impact of demonetization.
More importantly, the persistent decline that we had seen till a few quarters back, has
definitely eased off. We expect earnings to gain strength over the next 2 to 3 years.
For FY18, we expect earnings to grow in the range of 15-18% (excluding the impact
of GST).

We think these estimates are fair if we factor in improvement on account of i)


Economy on an upward trajectory (ii) pro reform focus of the Government (iii)
Governments continued emphasis on reviving manufacturing sector through
structural steps (iv) benign interest rates (iv) revival in rural consumption on the back
of good monsoons (v) 7th Pay Commission payouts to give a further fillip to
consumption led growth

Q) If somebody comes with you with a monthly investment of Rs15000-20000 to


realise his crorepati dream. Can he realise his dream by investing in direct
equities or it is better to go via MF route? What is minimum capital required to
start trading?
A) At YES Securities, we have been advising clients to invest in companies through
the systematic investment route in direct equities. It is imperative to invest in
companies that have a long runway of growth ahead.

Companies whose strong historical performances are likely to continue going forward.
Companies where disruption and competitive pressures are unlikely to hamper their
financial performances in the future. Companies that are market leaders in their
respective domains.

Companies that are unlikely to see a massive change in their business models over
time.
There are multiple ways to play this out. While putting money in a lump sum manner
is an option, it does wane out the possibility of making the most of the market
declines.

Thus, a systematic transfer plan like structure is recommended investors can park
their funds in the savings bank account to earn the savings interest, with the money
automatically getting deducted from this account on SIP days; thereby allowing the
investor to earn such interest on the balance amount.

We believe this system allows you two benefits making the most of the market
movements, while your idle funds continue to work for you.

Q) Which sectors are on your shopping list and which ones are in line where you
would like to book profits?
A) In terms of sectors, we remain positive on auto and auto ancillaries, given that they
enjoy a multiplier effect on economic growth. We also like stocks from the
infrastructure and capital goods space given the Governments focus in that space.

We are thus optimistic on infrastructure, sectors linked to affordable housing, and


consumption led sectors; we thus recommend investments in quality names in these
spaces.

Q) Lot of money managers are sitting on cash levels and waiting for a dip. Hence,
any big correction, if any will be bought into. What are your views?
A) As pointed earlier, for retail investors it would be futile to try and time the markets.
Rather it would be better to invest in a systematic and disciplined manner.
A good way to do this is by investing a certain portion of funds through systematic
equity/investment plans. This helps in eliminating the nuances of reading market
levels on a daily basis.

Q) FII flows have been pretty steady so far in the year 2017 and with Yellen
dovish stance, do you think the flows will only increase pushing benchmark
indices even higher. What are your views?
A) As such the macro story for India still continues to remain strong on account of (i)
Economy on an upward trajectory (ii) pro-reform focus of the Government (iii)
Governments continued emphasis on reviving manufacturing sector through
structural steps and (iv) benign interest rates.

This makes India an attractive investment destination not just for domestic investors
but also for foreign institutions. Although there could be periodic aberrations related
to global events, however, over the long term, we believe that overall fund flows
should remain in the positive territory.

Disclaimer: The views and investment tips expressed by investment experts on


Moneycontrol are their own, and not that of the website or its management.
Moneycontrol advises users to check with certified experts before taking any
investment decisions.

July 15, 2017 09:33 AM IST | Source: Moneycontrol.com

Top 14 stocks which some MF bought for the first time


in June; do you hold any?
After one way rally on D-Street so far in the year 2017 retail investors
preferred to book some profits off the table from Gold ETFs, liquid
funds etc. as the asset under management (AUM) of the mutual fund
industry dipped slightly for the month of June.

Kshitij Anand
Moneycontrol News
After one way rally on D-Street so far in the year 2017 retail investors preferred to
book some profits off the table from Gold ETFs, liquid funds etc. as the asset under
management (AUM) of the mutual fund industry dipped slightly for the month of
June.

The total AUM of the mutual fund industry marginally decreased by 0.4 percent or Rs
7,684 crore to Rs 18.66 lakh crore in June 2017.

There were certain categories of funds saw an increase which includes themes like
balanced, ELSS, equity, GILT, infrastructure debt & other ETFs while 4 categories
witnessed decline which includes themes like FOF Overseas, Income, Gold ETFs &
Liquid Fund.

However, on a quarter-on-quarter (QoQ) basis, total AUM of Mutual Fund Industry


increased by 8.1 percent (March 17- June 17).

The AUM of Equity Fund increased by 1.3 percent or by Rs 6,899 crore to Rs 5.25
Lakh crore in June 2017 on a MoM basis. The domestic mutual funds turned out to be
net buyers in equity in June 2017.
They bought equities in 21 trading session worth Rs 9,106 crore, as against net buying
of Rs 9,357 crore in May 2017. Mutual funds were net buyers in equity in 20 trading
sessions and net sellers in 1 sessions, said an IDBI Capital report.

However, there were certain stocks which MFs added for the first time in their list
which includes names like Eris Lifesciences, AU Small Finance, Tejas Network,
DFM Foods, Star Cement, GTPL Hathway, Lux Industries, Dishman Carbogen, and
Just Dial Ltd among others.

Surprisingly many of the newly listed companies made their way into fund managers
buying list which include names like Eris Lifesciences, AU Small Finance as well as
GTPL Hathway.

Topping the list was Eris Lifesciences in which fund managers across AMCs
include Birla, IDFC, Motilal Oswal, and SBI Mutual Fund added the stock worth
Rs751 crore, said the IDBI Capital report.

AU Finance which rose over 50 percent on the listing day itself managed to impress
fund managers as funds across AMCs such as Birla, BNP, DSP, ICICI, IDFC, Kotak,
MOSt, Reliance, SBI Sundaram, and UTI added the stocks in their funds. Total
investment by fund managers in AU Finance was nearly Rs 190 crores, said the IDBI
Capital report.
The foreign institutional investors (FII) were also net buyers in equities for the month
of June 2017. FII were net buyers in equities in 21 trading session worth Rs 3,939
crore compared to net buying of Rs 9,956 crore in May 2017.

FII were net buyers in equity in 9 trading sessions and net sellers in 12 sessions. The
net buying in equities was recorded highest at Rs 4,909.37 crore as on 13 June 2017
while net selling recorded at Rs 3,133.63 as on 06 June 2017.

Market not that expensive, continue with SIPs:


The valuation of Indian market might look a tad expensive at current levels when
compared to long term averages, but that should not be the reason to cash out on your
systematic investment plans, suggest experts.
Retail investors who have already invested via SIPs in markets should continue with
their investment irrespective of valuations and add more funds when there is a
considerable dip in the market.

On trailing 12 months basis, Nifty50 is trading at P/B of 3.03x and P/E of 23.7x,
which could not be considered as expensive valuation.

Though, even this valuation is not cheap; however, Indian market deserves such
valuation due to its strong outlook, Tushar Pendharkar, Head of Research at Right
Horizons PMS told Moneycontrol.

In addition, instead of investing directly in equities, retail Indian investors are going
through SIP route and thus MFs have enough money to support any fall in the Indian
market, he said.

Ramdeo Agarwal, Economic Times, 4 Aug 2017


Many participants believe It is not attractive valuations but it is abundant liquidity which is taking markets
higher. Do you agree?
True, to a certain extent. This kind of flow comes once in a while but will remain at least for five years if you refer to
history. There was a solid correction after every five years of bull run like 1985, 1992, 2000, 2008. All these rallies
started for a right reason, but ended miserably. The current rally which started in September 2013 is yet to complete
five years. We are in the excess zone but not excess to excess zone. Once it becomes excess of excess, one should
be cautious. There is a huge pile of cash in the system waiting to be deployed, that will act as a shock absorber at
every weakness. Barring any global event, the outlook is positive.

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