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Finvestedge Market Insights

India’s second largest micro finance company, Satin Creditcare Network, raised $15 million from the Development Bank of Australia to fund its expansion plans. Its future looks bright. Accumulate in small quantities.

State Bank of India plans to sell 50 lakh NSE shares, which may fetch over Rs.900 crore. A positive for the company. Accumulate.

Cyient, a global engineering technology solutions company, has set up a state-of-the-art 60,000 sq.ft. Development Center in Warangal. Buy for the long term.

DHFL resumed its lending operations after its restructuring plans were approved by its lenders. The stock is set to take a big leap. Accumulate.

Navin Fluorine International has announced a Rs.450 crore investment in a new project at Dahej in Gujarat. Its future looks bright. Accumulate.

HDFC Bank reported 20% loan growth in Q3. This stock deserves a place in every portfolio.

The government is likely to divest its stake in Bharat Heavy Electricals. The stock is poised for an up-move. A good time to accumulate.

Aurobindo Pharma, which is available at about 45% discount to its 52-week high, is a good contrarian buy considering its strong US generics presence. Its risk:reward ratio is also favourable.

Piramal Group’s Peninsula Land plans to repay Rs.1600 crore debt in the next 30 months. The funds are likely to come from the completion of its Mumbai, Pune and Bengaluru projects. At Rs.5.5, it is a steal.

JSW Steel’s plan to sell 39% stake in its arm for ~$23 million will improve its liquidity. A positive for the company. Accumulate.

Eicher Motors fell sharply on poor sales in December. It would be prudent to buy this share at such low rates.

True North acquired 3% stake in Biocon Biologics for ~$3.5 billion. This should unlock value for Biocon shareholders. Buy for the long term.

Reliance Home Finance may soon land at NCLT after defaulting on Bond payments. There may be a change in management. The stock is available at a throwaway price. Investors with an appetite for risk may enter.

IG Petrochemicals, which was recommended in Money Times earlier around Rs.135 levels, zoomed to Rs.184 last week. It has the potential to rise further. Accumulate.

Metal stocks are shining. A good time to accumulate National Aluminium Co (NALCO).

Sunteck Realty has tied up with State Bank of India for financing its projects and a guarantee scheme, whereby buyers are assured timely possession. This should help the company fetch better business and profitability. Accumulate.

Alembic Pharma’s JV firm cleared USFDA inspection without any observations. A positive for the company. Accumulate.

Analysts find Mahindra & Mahindra to be one of the best bets in the auto industry, which is recovering slowly. Accumulate on dips.

Volumes at the Sequent Scientific counter are rising. The promoters wish to exit this lucrative business at much higher prices. A good time to buy.

Future Consumer, which owns FMCG brands like Tasty Treat, Golden Harvest, Karmiq, is likely to be taken over by Amazon at a hefty premium to its CMP. Buy for a target of Rs.50 in the short-to-medium term.

RAIN Industries has come out of the consolidation zone after years of lull. Accumulate on dips.

Force Motors and Eicher Motors are the dark horses of the auto sector. Buy at every decline.

New India Assurance Company is reportedly doing well and it has seen good accumulation in the last few months. Accumulate for about 50% returns.

Globus Spirits is likely to notch an EPS of Rs.20+ for FY20. The stock may cross Rs.180. Accumulate.

Going by its H1FY20 results, Kovai Medical Center & Hospital is expected to notch an EPS of Rs.68 for FY20. Buy for about 30% returns in the medium term.

GNA Axle is set to post an EPS of Rs.40 for FY20. This share has not participated in the auto components rally yet. A good time to accumulate.

Maan Aluminium is expected to notch an EPS of Rs.18 for FY20. The stock is headed towards the three-digit mark.

Going by its H1FY20 results, West Coast Paper Mills is likely to post an EPS of Rs.50 for FY20. A reasonable P/E of 6x will take its share price to Rs.300+. Accumulate.

Cigniti Technologies is set to notch an EPS of Rs.48 for FY20. A reasonable P/E of 7x will take its share price to Rs.336+ in the medium term.

Disclaimer :
This is strictly for informational purposes only. It is not a solicitation to buy, sell in securities or other financial instruments. FINVESTEDGE do not accept culpability for losses and/or damages arising based on information in this post. Contact your investment advisor before investing.

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