Main Stock Substitute stocks P/E Avg P/BV Beta SWOT

PE trendlyn
NTPC Power Grid 10 10 1 0.6 9530
State Bank BOB, Karur, CUB, HDFC, indus, hdfc b, icici, DCB 14 13 1.8 1.1 13 6 11 0
IndusInd Bank Karur vysya, HDFC, indusind, hdfc b, icici 15 25 1.7 1.4 9580
IDBI Bank IDFC First, Karur vysya, kotak, indusind, hdfc b 18 18 1.6 1.1 18 2 3 0
Asian Paints Berger, Pidilite 73 74 21 0.7 13 7 6 4
3M India 62 86 12 0.5 9300
Phoenix Mills 21 33 3 0.6 17 1 5 1
IRFC rvnl, railtel, irctc 7 1 0.5 9260
Likhita Infra PSP, J Kumar, PNC, HG, ACE, Nesco, KNR 17 16 4 1.1 9 1 10 0
HG Infra HG Infra 11 15 3 1 12 3 5 0
JTL Industries Hariom pipes, venus pipes, finolex 34 38 7 0.9 10 1 1 0
Manappuram Fin 6 8 1 1.5 11 3 10 0
MAS Financial 21 25 3
Chaman lal Setia krbl 9 8 2 0.9 15 8 7 0
Triveni Engineering dalmia, dwarikesh, bajaj, renuka, praj, kcp ltd 3 8 2 1 21 1 9 0
Automotive Axle 20 21 4 0.7 15 2 2 0
Five Star Business fin arman fin, mas 30 4 7310
Aaron Industries 44 32 10 0.7 3140
BACKUP STOCK & PROFIT BOOKED STOCKS BELOW THIS LINE

Focus Lighting 33 8 0.7 12 3 3 0

Shilchar Techno 17 17 3 0.8 14 2 7 0
Route Mobile KPIT, Coforge 27 70 4 1 16 2 5 0
Megastar Foods 30 30 7 5170
Raghav Productivity 41 44 6 1.3 9260
Dynacons Ksolves 17 10 5 0.7 9340
Permanent Magnet 27 15 7 0.6 6520
Arman Financial 21 21 4 1.2 12 3 7 0
Mahindra & Mahindr 15 15 2.8 1 13 4 4 1
Britannia 52 56 35 0.4
TATA Consumer hul 59 70 4 0.8 4330
SBI Cards cholamandalam, aavas, aptus, Home First 33 11 1.1 13 2 7 4
Mankind Pharma Gland, Sun, Divis, Abbot, Granules 37
HUL Varun Bevereages, HUL, ITC 61 69 11 0.6 6241
ITC HUL, Tata Cons, VBL, godrej con, hatsun, zydus, 25 24 6 0.7 9272
HAL BEL, BDL 14 12 4 0.8 13 3 8 0
Bharat Electronic 25 18 5 0.85 8651
ABB India 72 77 14 0.6 11 2 7 0
Power Grid PTC India, REC 10 11 5 0.7 8710
SRF Sumitomo, Aarti Ind, Atul 29 25 8 1.2 11 4 3 1
Oberoi Realty 18 27 2.8 1.2 16 2 7 0
Federal bank 10 11 1.3 1.2 10 5 10 0
Caplin point Bajaj H, NGL Fine, JB che, morepen, lincoln, marks 18 18 5.8 0.7 13 4 2 0
KMC Sp. Hospitals 39 38 9 0.3 12 1 6 0
Andhra Sugars 7 7 1 1.1 4320
Andhra Papers 3 8 1.25 1 16 0 8 1
D.P. Wires 15 10 3 1 10 1 2 0
Apar Industries 16 14 5 0.9 18 1 6 0
KPI Green mtar tech 17 20 7 0.8 14 6 4 0
Gujarat Flourochem 27 29 6 0.7 14 3 1 0
KNR Construction ACE, PNC, J Kumar, PNC, HG, ACE, Nesco 16 15 2.7 0.7 6270
Mazagaon Dock 15 10 3.5 1.5 13 3 7 0
Menon Bearings Rolex, timken, SKF, minda, mahindra cie 18 18 4.8 1.3 16 2 2 0
ION Exchange linde india, RPSG Ventures 24 16 5 1 9260
J Kumar Infra 7 8 0.9 1 10 2 5 0
Mahindra CIE Timken, SKF, Mindacorp, Rolex 20 19 2 0.7 10 4 5 0
NESCO 3M, NCC 14 20 2 0.7 10 3 4 0
IIFL Finance chola 12 11 2 0.9 9280
Bajaj Hindusthan EID Parry, Shree Renuka, Balrampur, Kothari 1 0.8 3 14 4 0
PNC Infra KNR Construct, Dilip Buildcon 10 13 1.9 0.6 10 6 7 0
KPI Green mtar tech 16 20 7 0.8 14 6 4 0
Rolex Rings Menon Bearings, timken, SKF, minda corp 26 9 1 17 5 7 2
West Coast Paper JK, Andhra, Shree Ajith, Emami, nath, worth, satia 4 6 1.5 1.3 14 1 8 0
Vinati Organics PI Ind, UPL, Deepak Fert, Sumitomo 43 65 11 0.5 7520
MAX Health kims 45 6 0.3 10 3 3 0
Coromandal intn RCF, PI Ind, Madhya bharat, sumitomo 13 17 3 0.7 6630
Indian hotels lemon tree hotels 60 51 6 0.8 11 5 3 0
Madhya Bharat chambal, Coromandel, Deepak F, GSFC, Krishna 25 14 8 0.5 17 3 7 2
Action Construction KNR, PNC, PSP, J Kumar, PNC, HG, ACE, Nesco
KEI Sterlite Tech, POLYCAB, Finolex Cables 32 22 3.6 0.8 14 4 3 0
Tata Communicat 20 20 42 1 14 4 5 0
PI Industries 51 48 8 0.8 12 2 3 0
Polycab 35 32 7 0.85 10 8 5 0
RCF 8 13 1.6 1.2 14 1 12 0
AB Capital 7 21 1.8 1.3 12 4 6 0
Abbot India DIVIs Labs, Gland, Alkem Labs, Aurob, Ipca Labs 47 49 15 0.4 10 2 5 0
Arman Financial 21 21 4 1.2 12 3 7 0
BLS International 44 20 10 1.4 10 2 4 0
Coforge cyient, sasken, zensar, newgen, saksoft 32 28 9 1.2 16 5 6 0
Dalmia Bharat Ultratech, Shree Cement 35 36 2 1.2 9250
KIMS Krishna Institute of medical, Global Health 36 7 0.5 10 4 5 0
J Kumar Infra 7 8 0.9 1 10 2 5 0
ION Exchange linde india, RPSG Ventures 21 16 5 1 9260
Axita Cotton 73 60 25 11 5 5 0
Shilchar Techno 16 17 3 0.8 14 2 7 0
GOCL Corp 5 21 1.1 1.5 10 4 3 0
Kewal Kiran Cloth 29 22 6 1.1 7 3 7 0
Praveg Communi 22 10 0.37 21 0 10 3
Jindal Poly Invest Jindal photo, Universal Photo 0.8 0.16 0.6 7 3 8 0
Yasho JB, morepen, caplin, Shilpa M, lasa, Neogen chem 29 9 1 6210
Mahindra CIE Timken, SKF, Mindacorp, Rolex 23 19 2 0.7 10 4 5 0
Texmaco Rail 895 20 1 0.7 9 7 6 0
Sumitomo Chem PI Ind, UPL, Deepak Fert, chambal fert, Madhya B 46 12 0.6 13 1 6 0
Minda Corp Menon Bearings, timken, SKF, Rolex Rings 19 19 3 0.9 11 2 3 0
Aptus Home 35 5 0.8 12 1 4 0
Caplin point Bajaj H, NGL Fine, JB che, morepen, lincoln, marks 17 18 5.8 0.7 12 6 1 0
Railtel India IRFC, RVNL, Texmaco Rail 22 3 0.8 9360
IRB Infra 27 22 1.4 1.1 8530
LTIMindtree tcs 32 26 8 1.2 11 7 5 4
Agarwal Industr accuracy, tiger logistics, aegis, vrl logistics 14 10 2.2 1.7 10 2 6 0
Kotak Mahindra BOB, Karur, CUB, HDFC, indus, hdfc b, icici, DCB 27 35 3 1 13 2 6 0
UPL PI Ind, Deepak Fert, chambal fert 13 18 4 0.8 12 2 12 2
Rail Vikas Nigam 6 6 1 0.9 12 3 2 0
Balaji Amines Alkyl Amines, Amines & Plasticisers 25 23 8 1.2 21 0 5 2
Associated Alcoh 13 13 3 0.9 7550
voltamp
Mphasis Birlasoft, coforge, mastek, tata elxi 26 21 5 1.2 9 4 2 0
AGIL IRIS Cloth, Suumay, Ksolves, Kama Hol, DP Abhush 16 7 2 0.26 18 2 11 1
RITES 16 13 3.4 0.5 10 3 3 0
GNFC Chambal, Coromandel, Krishana phos 5 6
Sanmit Infra IRIS Cloth, Suumay, Ksolves, Kama Hol, DP Abhush 140 92 20 0.1 16 2 3 3
IRCTC 70 78 55 1.3 9240
AB Capital cholamandalam, aavas financ, aptus, HDFC Bank 14 24 1.9 1.2 8930
Mitsu Chemplast 26 29 6 0.75 10 0 8 2
DMART /Avenue Varun Bevereages, HUL, ITC 140 140 20 0.9 8240
Aarti Industries PI Industies, UPL, Deepak Fert, chambal fert 20 32 4 1.1 2721
HDFC Bank federal, Kotak, BOB, RBL 21 27 3.9 1.1 11 4 8 3
DP Abhushan moksh, thangamayil, goldiam 25 6.5 0.4 9291
KPR Mills Garware Tech Fibers, voith paper 23 16 4.6 0.7 13 4 7 3
Poonawalla Fin cholamandalam, aavas financ, aptus, HDFC Bank 53 11 3 1.2 12 5 7 5
PI Industries Atul, UPL, Ami Org, chambal fert 55 45 6 0.9 10 9 6 2
Ambika Cotton rupa, dollar, lux 6 10 1.9 1 13 1 11 1
DIVIS Labs abbot, Gland, Alkem Labs, Aurob, Ipca Labs 34 44 8 0.67 21 3 2 3
MK Exim rupa, lux 20 17 4.5 0.5 20 0 3 2
Tata Steel JSW Steel, jindal stainless hissar, hindalco 3 5 1.5 1.3 14 5 12 3
Info Edge(Naukri) dmart, indiamart, nykaa 5 34 2.8 1.2 10 3 6 2
Kothari Petro manali petro, tamilnadu petro, andhra petro 17 12 3 1.5 10 5 5 0
Jindal photo IRIS Cloth, Dynacon, Ksolves, Kama Hol, DP Abhush 0.66 0.40 0.19 0.1 9481
Maithan Alloys Sarda Energy 6 7 1.7 0.95 15 4 12 0
Rajratan Global KEI, Finolex, DP Wires 24 14 9 0.3 14 3 6 1
India Glycols 9 9 11 5 6 0
Dollar Industrie rupa, lux 22 17 4 1.2 14 1 6 2
Sportsking IRIS Cloth, Suumay, Ksolves, Kama Hol, DP Abhush 7 7 3.4 0.23 8 1 10 2
Alkem Labs DIVIs Labs, Gland, Alkem Labs, Aurob, Ipca Labs 22 27 5 0.28 14 3 4 4
Indus Towers 13 20 3 0.78 10 8 5 2
L&T 30 22 3 1 13 3 6 2
Vimta Labs 23 27 4 0.39 14 2 3 2
CDSL 66 30 16 0.83 16 3 6 3
Bansal Roofing IRIS Cloth, Dynacon, Ksolves, Kama Hol, DP Abhush 3.4 0.17 11 4 5 2
Bhansali Eng. Kanchi kapoor, HEG 7.5 21 4 0.92 19 2 11 2
Nikhil Adhesive 14 17 5 0.37 17 3 11 1
Dhampur JK Cem, ultratech, shree, ramco cem, Birla Corp 28 42 2.6 0.9 12 7 7 3
Datamatics cyient, sasken, zensar, newgen, saksoft 18 8 4 0.5 11 5 6 2
Associated Alc Globus Spirits, united spirits, radio khaitan 14 14 3 0.69 7290
TCS 35 25 5 0.65 11 3 4 4
Mindtree l&t tech, l&t info, wipro, birlasoft 51 23 15 1.06 15 5 6 2
Aegis Logistics agarwal, tiger, allcargo 27 48 3.8 0.56 15 5 3 2
GRASIM 22 22 1.45 0.9 9581
Oil India 6 7 1 0.5 9 1 10 0
CESC Tata Power, Torrent Power 9 9 1.2 0.7 9670
RATTANINDIA
Varun Beverag Britannia, Marico, HUL, Colgate, Nestle, Dabur 54 56 10 0.34 12 5 6 4
Heidelberg birlacorp, shree, ramco cement, JK Cement, visaka 17 21 0.46 9 2 10 4
Radico globus spirits, associated alcohol, united spirits 14 13 3 0.74 10 4 5 2
Phillips Carbon Goa Carbon Black 10 13 3 1 12 5 10 0
Sunflag iron mishra dhatu, kirloskar ferrous, tata metaliks 6
Balaji Amines neogen, Sumitomo, diamines, ultram, titan, alkyl, Transpek, 36 16 11 1.13 21 5 7 1
amine & plasticizers, chemcon, grauer,

Gujarat gas IGL, MGL 29 32 8 0.45 14 0 9 2

GSFC 7 10 0.4 1 8190
Linde India 32 200 6 0.59 9573
Astral Ltd Supreme Industries, Finolex Industries, 86 67 20 0.64 19 4 8 5
PIX Transmit RPSG 13 12 3.5 0.78 14 4 8 2
Marksans Ph ANG Life, caplin, Shilpa, morepen 9 19
Sanofi alkem, ajanta, granules, fdc, syngene 15 17
Stovec industr stylam industries 20 19 3.5 0.24 5 7 2 3
Astral Ltd finolex, supreme 32 37 8
Neogen Chem JB, morepen, caplin, Shilpa M, lasa, bajaj h, 66 11 0.55 6 3 5 4
titan bio kilpest, venkys, globus spirits 6 9
Kilpest Krishana phosp, coromandel, dhanuka,
EID parry dalmia, dhampur, triveni, renuka, praj, kcp ltd
Capri Global PIX Trans, tejas, titan bio, CGCL 34 20

LIC Housin Fin Aavas, cholamandalam, MAS, Manappuram 8 12

Chola Holding Aavaas, Muthoot, bajaj fin, finserve, hdfc ltd 13 13

radar (daily watch) Alpha, PI, Sirca, JK Paper, Stylam, Powergrid, KIMS, SBI Cards, IND Hotels, Guj Flouro, PRAJ, Banco, coc
NAVA, Refex, Chola, Agarwal, aptus, AIA, MSTC, A.Rathi, Prolife, Yasho, Easy Trip, RVNL, UPL, IEX, Macro

lincoln pharma sandeep jain (390)

heranba, finolex jay thakkar (50% upside)
godfrey p k.jadhav(1900), Simi (1630), Sumit ()
delta corp Anil S (350), Ashu Madan, 1 more
IRB Infra Anil S (350), S.Bhasin (40% UPSIDE), sumit, ambareesh
MSTC s.Jain (390), one more expert
kothari sugars s.Jain (54), himanshu (65)
PSP Projects a.gorakshar, Himanshu (850 - 6 months), mudit (760), v.sethi, s.khemka (825)
balaji amines sharad awasthi (4500), s.jain
ACE S.Jain (350)
SKF India S.Jain, Kunal Sarawgi (4400)
archean chemicals a.gorakshar (725), capex getting completed next qtr
sona blw precision s. sedani, jay thakkar
granules sacchidand (550), Rakesh-kunal
anupam r s.bhasin, ambareesh
Base Pr% FII % DII % Consi Charts Mcap Type / Sector
for qtr stent volatility
3 51 15 30 Med middle large defensive Power
3 58 10 24 Med middle large value+def Bank-PSU
3 15 43 19 Yes middle large value+gro Bank
3 95 1 1 No middle large value+gro Bank
3 52 20 6 yes middle large growth Chemicals-Paints
2 75 4 6 Yes middle mid growth Diverse(Industrial)
0 47 30 17 Med near top mid growth Real Estate
0 86 1 3 Yes middle mid value+gro Infra-Rail
3 74 0.3 0 Yes near top sm growth Infra-GasPipeline
3 75 1 14 Yes near top sm growth Infra-Road
3 56 1 1 Med near top sm growth Pipes/Metals
3 35 30 13 Med bottom sm growth NBFC-Gold
3 74 2 11 Med middle sm growth NBFC-Loans
2 74 1 0 Yes near top sm growth © Food
3 61 5 8 Yes near top sm growth © Sugar
2 71 1 13 Yes middle sm growth Auto Ancillary
3 34 8 1 Yes middle sm growth NBFC-Loans
3 75 0 0 Yes middle sm growth Capital Goods

2 57 0 0 Yes middle sm growth Electric Equipment

3 66 1 1 Med middle sm growth Electric Equipment
3 58 20 5 Yes middle sm growth IT
3 68 0 1 Yes middle sm growth FMCG
3 63 0 0 Yes bottom sm growth Mining
3 61 0 0 Yes middle sm growth IT
2 58 0 0 Yes middle sm growth Electric Equipment
3 27 5 0 Yes near top sm growth NBFC
3 19 40 26 Med near top large value+gro Auto/EV
3 50 19 15 Yes near top large defensive FMCG
3 35 25 15 Med middle large defensive FMCG
3 70 8 16 Yes middle large growth © NBFC
3 78 Yes near top large defensive Pharma
2 62 14 11 Yes middle large defensive FMCG
3 0 13 34 Med near top large defensive FMCG
3 75 7 13 Med near top large value+gro Defence/Capital G
1 51 17 25 Med near top large defensive Defence
0 75 8 9 Yes middle large growth Capital Goods
2 51 28 14 M middle large defensive Power
3 75 19 10 Yes middle large growth Chemicals
2 68 18 12 Med middle mid value+gro Real Estate
3 0 28 40 Med near top mid value+gro Bank
3 69 2 1 Yes middle sm defensive Pharma
3 75 0 0 Yes middle sm growth Hospital
0 47 4 0 Med bottom sm growth Sugars
3 72 1 7 Med middle sm value+gro Paper
3 75 0 0 Yes near top sm growth Wires
3 60 7 17 Med near top sm growth Electric Equipment
3 55 3 0 Med near top sm growth Green Energy
2 64 5 6 Yes middle mid growth Chemicals
3 51 6 34 Med middle sm growth Infra-Road
2 85 3 0 Med middle mid growth Infra-Shipbuilding
3 71 1.6 0 Yes middle sm growth Auto Ancillary
3 27 1 8 Yes near top sm growth Infra-Hydro
3 47 10 10 Med middle sm value+gro Infra-Road
3 75 7 7 Med middle sm growth Auto Ancillary
3 69 2 4 Yes middle sm value+gro Diverse(Infra/hotel)
3 25 28 3 Yes middle mid growth NBFC
0 25 2 3 No bottom sm Turnaroun Sugar
0 56 10 29 Yes middle sm growth Infra-Road
3 55 3 0 Med near top sm growth Green Energy
2 58 2 22 Yes middle sm growth Auto Ancillary
3 56 7 7 Yes middle sm growth © Paper
3 74 5 8 Yes bottom mid growth Chemicals
2 24 52 19 Yes near top mid value+gro Hospital
2 57 10 18 Yes middle mid growth Chemicals-agri
3 38 19 26 Med near top mid growth Hotels
3 75 0 0 Med middle sm growth Chemicals-agri
3 near top sm growth Infra-Road/Realty
3 37 27 17 Yes near top sm growth Cables
3 59 17 13 Med near top mid growth Telecom
3 46 17 25 Yes near top mid growth Chemicals
3 68 6 9 Yes middle mid growth Cables
2 75 3 1 Med near top sm growth Chemicals-agri
3 71 7 4 Yes middle mid growth NBFC
2 75 1 8 Yes middle mid defensive Pharma
3 27 5 0 Yes near top sm growth NBFC
2 75 8 0 Med near top sm growth Passport/Travel
3 40 21 26 Yes bottom mid growth IT
0 56 12 8 Yes middle mid growth Cement
1 39 10 25 Yes middle sm value+gro Healthcar/Medical
3 47 10 10 Med middle sm value+gro Infra-Road
3 27 1 8 Yes near top sm growth Infra-Hydro
2 70 12 0 Med near top sm growth Textile
2 66 1 1 Y near top sm growth Electric Equipment
0 74 3 2 Yes bottom sm value+gro Explosives
3 74 4 5 Med near top sm growth Textile
3 74 0 0 Yes near top sm growth Telecom
0 75 0 0 M near top sm value Investment
3 72 0.1 0 Yes middle sm growth Chemicals
2 75 7 7 M middle sm growth Auto Ancillary
3 58 2 8 No middle sm value+gro Infra-Rail
1 75 2 6 Yes middle mid growth Chemicals-agri
0 65 4 8 M middle sm growth Auto Ancillary
3 62 12 19 Yes bottom sm/mid growth © NBFC
3 69 2 1 Yes middle sm value+gro Pharma (small)
0 73 1 4 M middle sm value+gro Rail-Infra
0 34 49 7 N near top mid growth Infra
3 74 8 8 M bottom large defensive IT
2 62 4 0 M near top sm growth Logistic
1 26 39 30 Y middle large value+def Bank
0 28 35 17 Y middle large growth Chemicals-agri
2 78 1 8 Y near top sm value+gro Rail-Infra
3 54 5 0.2 M bottom mid/sm growth Chemicals
0 58 1 0 M bottom sm Turnaroun Alcohol
middle sm growth
3 56 20 17 Y bottom mid value+gro IT
3 73 0 0 M near top sm growth RealEstate/Techno
0 72 3 16 Med middle sm growth Infra-Rail
middle sm value+gro Chemicals-agri
2 60 0 0 Y near top sm growth Real Estate/Techo
3 67 8 8 M middle large mixed Travel
1 71 6 3 M middle mid growth © NBFC
3 73 0 2 Y middle sm growth Plastic goods
3 75 9 7 Y middle large defensive FMCG
1 44 16 26 Y middle mid growth Chemicals+ pharm
1 26 40 20 Y middle large mixed Bank
1 75 0 0 Y near top sm growth Jewelry
3 75 3 14 Y middle mid growth Textile/Ethanol
3 73 6 5 N middle mid Turnaroun NBFC
3 46 16 25 Y middle mid growth Chemicals-agri
3 50 3 0 Y middle sm value+gro Textiles
2 52 19 17 Y bottom large defensive Pharma
3 42 0.1 0 Y middle sm growth Textiles
1 34 22 18 N middle large value+gro METALS
2 38 36 14 middle large value+def Online Classifieds
2 50 15 20 near top sm growth Chemicals
0 72 0 0.1 near top sm growth Engineeri/Techno
3 75 1 0 middle sm value+gro METALS
3 65 0.2 10 near top sm growth Wire/METALS
near top sm growth Infrastructure
2 73 0.2 1.5 middle sm growth Textiles
3 74 0.2 0 near top sm growth Textile/Techno
2 58 5 14 middle mid value+def Pharma (large)
3 70 26 2.5 middle large growth Telecom
1 0 23 33 near top large growth Infra/Capital good
3 37 1 1 near top sm value+gro Pharma
3 20 9 22 near top sm growth Depository/Demat
73 0 0 near top sm growth Engineeri/Techno
1 56 2 0 near top sm growth Chemicals
2 54 0 0 middle sm growth Chemicals
1 56 13 6 middle sm growth Cement (Housing)
 3 0 middle sm mixed IT
0 58 1.5 0 middle sm growth Alcohol
3 72 15 8 middle large value+def IT
3 61 15 10 near top large defensive IT (Mid/Small)
3 58 16 1 bottom sm growth Logistics
2 42* 15 16 near top large growth Textile/Chemical
3 57 8 4 middle mid defensive Oil&Gas Produce
0 52 13 22 near top sm/mi defensive Power
near top sm growth MISC/Techno
3 66 20 5 near top mid defensive FMCG/Food
2 70 6 10 middle sm defensive Cement
2 58 2 0 middle mid growth Alcohol
1 53 6 3 middle sm growth © Chemicals
near top sm growth © METALS
4 54 2 0 near top mid growth Chemicals

3 61 8 8 near top large defensive Gas

1 38 20 1 middle sm growth Chemical (Fert)
2 75 1 10 near top mid mixed Industrial Gases
0 55 22 7 near top mid/lar mixed pipes
0 61 0.5 0 near top sm growth Power ancillary
middle sm mixed Pharma (small)
middle mid defensive Pharma (mid)
2 71 0 0 middle sm defensive Textile
near top large mixed pipes
1 64 5 13 near top sm growth Chemicals
middle sm growth Chemicals
near top sm growth (Mid/Small)
Agri-Chemicals
near top sm growth © Sugar
near top sm technical pure momentum play

middle mid mixed NBFC (Housing)

middle mid mixed NBFC

s, Guj Flouro, PRAJ, Banco, cochin, RACL, Anant R, Finolex, MANKIND, Voltamp, SKF, NDR, RCF, lemonT, ITC, Max, Safari, KEI, polycab, G
asy Trip, RVNL, UPL, IEX, Macrot, Shivalik B, varanium, GMM PF, Tube Inv, Sanmit, Godfrey P, Guj Container. Page, Carysil, KPIT(830), Hom
Reccomendations

ZeeBiz (230), ambareesh (245), Goldman sach (265), CLSA + 5 Broker (20%), 18/22 strong buy
A.Singhvi (800), ICICI(800), Many FII Brokers (760), zeebiz (650), 32/34 say strong buy
Many brokerages gave avg. upside of 23%, s.bhasin
avinash gorakshar (75), zeebiz. Divestment chances in 2023 + profitability
sid ki sip (3600)
A Singhvi, S.Jain, Kunal Sarawgi, ICICI (26500), zee biz (30000)

Ambareesh (36 ST), mehul 35

1200 cr. Total orderbook worth 4 yrs. Of rev. SIMI Bhaumik, ashish kacholia, himanshu g
HDFC, Edelweiss (20% upside), V. Sethi, chaturmohta (1000)
Varindar bansal
zeebiz

dwarikesh: Sumit Bagadia (86), ICICI (110)

sharad awasthi (1800), S.Jain (2600), 1 more analyst, hdfc (1700)
ICICI Sec, S.Jain (18% upside)

varindar basal
Vishwesh, R.Palvia (1800), Himanshu G (ST), sharad awasthi (1800),hdfc (1700)

S.Jain high conviction call

Sandeep Jain gem
zeebiz(1650) + 3 major brokerages bullish. EV orderbook is full with 6-8 months waiting
many strong buys on trendlyne, zeebiz (4900)
3 Big DII & 2 Big FII houses gave avg. Upside of 21%, rajesh palvia, s.sedani (904)
24 / 26 analysts say Buy. Zeebiz (1000), Rak-kunal (1000), HDFC, BOB, morgan stanley 40%
upside
Anil Singhvi (1400), Hemang Jani, many brokers, 97% Sales from India which is a big plus
zeebiz
ICICI (1565), ZEEBiz, Many TV analysts bullish, international brokerages avg. 460
Many brokerages gave avg. upside of 15%
4 DIIs have avg. Upside target of 25%, SID ki SIP, A.Gorakshar (130)
6500 cr orderbook, s.sedani
Edelweiss (225), ICICI (220), jeffery, nomura (275)
SRF : ICICI, Sharekhan (2900), M oswal (2600), S.Bhasin (2700)
Moilal, ICICI, HDFC have avg. upside of 20%. 1 Analyst on zeebiz
zeebiz 2 analysts, ambareesh (190), 21 Strong buys from brokerages
ICICI (955), k.jadhav, S.Jain (900)
S.Jain high conviction call (ST: 75)
s.jain
S. Jain, Zeebiz
ICICI (3950), ZEEBiz (3750), 6/9 STRONG BUYS
Hemang (310), S.Jain (325), HDFC Sec, ICICI, Motilal have avg. Upside of 32%, 10000 cr+
orderbook
Zeebiz, Jay Thakkar (1100)
S.Jain (112), Many Experts bullish on auto ancillary due to EV Proxy play
ION: sandip jain gems (3100), V.Bansal, v.sethi (2500), hem sec (2700), sunil singhania
v. sethi(310), abacus, dolly khanna, mukul agarwal, porinju, hdfc
SIMI (420), J.Thakkar (437), varindar bansal xray
ICICI (800), S. Jain(720 by july-23), S.Sedani (740),
Two brokerages see avg upside of 42%
V.Chopra (45/50) new year pick. S.Bhaumik. Huge Debt cleared off + turnaround.
Many brokerages have avg upside of 25%, V.Sethi (pick of year)

chaturmohta (2500), Many Experts bullish on auto ancillary due to EV Proxy play
V.Sethi, Varindar bansal, Avinash Gorakshar (650)
SID, R.Arora, Ambareesh (2400k), Edelweiss (2600), 30% YOY PAT growth Guide for 3 yr
prabhudas (500), SID (505), Mudit Goyal (560)
waghle, sethi, brokerages have avg upside of 30%
13/17 strong buy calls on tradingview. 6 brokerages have avg upside of 18%

Many Experts bullish, v.sethi

KEI: SIMI (2200), Prabhudas (854),
anil singhvi pick of yr (2000), SIMI (1950), Mudit (1900), icici
3 DIIs have avg. Upside target of 15%
Sid ki SIP, zeebiz (3700), other brokerages (12%)
SIMI (210), Shrikant chouhan (200) budget pick, ZeeBiz
sumit bagadia, v.sethi, a.singhvi (diwali pick)
MC Resarch, ZeeB, Rakesh Kunal, Motilal, Prabhudas, Hem, Grow.in most say hold/buy
Sandeep Jain gem

Axis, ICICI, Sandeep waghle, Simi Bhaumik

HDFC (2450), Axis (2120), Jay Thakkar
Shrikant pick of yr, SIMI (2100), Ambareesh (1700 ST) Sharad (1682 ST) avg. Upside of 20%
v. sethi(310), abacus, dolly khanna, mukul agarwal, hdfc
ION: sandip jain gems (3100), V.Bansal, v.sethi (2500), hem sec (2700), sunil singhania

small chartists, ashish kacholia

SIMI (420), J.Thakkar (437)
varindar bansal, a.singhvi(67), himanshu (67)
HDFC (1380), A. Rathi (1230), ICICI (1175), Geojit, MC, Sid SIP, Sharekhan
MC, Palvia (290), Gorakshar (280), Jain (250), ICICI+Axis +Chowksey (270), 5k cr orderbook
ZeeBiz (375), Citi (450), S.Jain, V.Sethi see 50% upside,
ICICI (955), k.jadhav, S.Jain (900)
Hemang (175) Ambareesh (169)

l&t info: SID (7070), HDFC (6185), BOB (8140), Motilal (6500)

ICICI (215)
UPL: prabhudas, jm fin, kr chowksey,SID (1050), 40% upside. 88% say buy
Zee business Ashish(46), anil singhvi bullish on all railways co.
Balaji : S.Jain, Simi Bhaumik (4880)
Anil Singhvi (1200), Avinash Gorakshar super bullish
s jain 3100
Mindtree, Tech M: 33 Out of 40 analysts say BUY/hold, Birlasoft: SID

vikas sethi conviction call

GSFC: SIMI (220), S. jain, himanshu g (175), v.sethi, FIIs % increasing

A Singhvi, S.wagle (160), S Bhasin (220), Jay Thakkar (145), HDFC

S.Jain
HSBC (6K), Mcquerie (4900), Zeebiz (5500)
HDFC (1380), A. Rathi (1230), ICICI (1175), Geojit, MC, Sid SIP, Sharekhan
prabhudas (1870), angel (1860), emkay (1850), sharekhan, icici (1810)

KPR: ICICI (575), Super SID (560), Vikas Sethi (650)

anil s, (340 1 yr), himanshu gupta (280 st), k.jadhav, rajesh palwia +2,
Bhasin (3k)
Ambika: Zee Biz SIP Stock, Sandeep Jain, V.Kedia, international broker
MC Research, Motilal, Prabhudas, Hem, Grow.in most say hold/buy

Many brokerages gave avg. upside of 50%, s.bhasin, jay thak, sumit
r.bansal (pick of the yr), a. rathi, icici, geojit, BOB has big big targets

anil s, (delisting offer)

S.Jain+ V.sethi+ R. Palwia (1200), V.chopra(1500),

Sid ki SIP, MC Researc, HDFC (920), ICICI (885),Emkay(820), Prabhud

Lux: A. rathi, philips, S.Jain, Dollar: ZEE, Phillips, MC Resrch, Ventura

jay thakkar, motilal, hdfc, bob

Zee Business Kushal (400), Yes Securities, Mudit Goyal
HDFC (2240), Motilal, edelweiss (2000), 35 out of 36 analysts say buy
Vimta Labs: Sandeep jain
rakesh kunal (2500), GEPL Cap, 60% analysts gave sell call on groww

BEPL: Moneycontrol ideas for profit

many brokerages (2500)

 Zensar : Many experts for good ST, MT Targets
associated: MC ideas, GlobusSpirits: ICICI (1750), HDFC (1761)
TCS: 4 Brokerages buy. Sacchidanand (4100)

Aegis: edelweiss (320), 1 tv expert

Grasim: SBI (2151), Sharekhan (1780), Kotak Sec
Prabhudas: 328. TV Analyst, sumit (250)
ICICI (115), Sharekhan, vikas sethi (130)

Varun: Motilal, Emkay (1150) 13/13 analysts on groww.in

Heidelberg: Chola wealth (292)
associated: Moneycontrol ideas for profit
ICICI (330), TV Analyst
Sunflag: sandip jain gems
HDFC (3805)

Guj gas: sharekhan (890), jefferies (920), ICICI (Sell)

GSFC: Emkay, TV Analyst
Arvindbajaj (50%
astral: ICICI (2150-HOLD), HDFC (SELL - 1920)
sandeep jain, (900), Varindar Bansal (1000), big investors
Bajaj H: Ashish Kukreja (550)
ajanta: 2600 (jay thakkar)
rajat bose (4000) 1 year
geojit, axis, other experts 40% upside
Ashish Kukreja (1500), ICICI (1040)
Transpek consistent since 2012, co. since 1965, leader in chlorides

CN
Many analysts

R, RCF, lemonT, ITC, Max, Safari, KEI, polycab, GR, narayana, ACE,
y P, Guj Container. Page, Carysil, KPIT(830), Home First, Aarti,
Major Plus points
z
Risks
Name Sector MCap Faith P/E ROC defence Alpha
Balrampur Chini + FMCG (Value + small 80% 10 10% low high
Dalmia sugars Growth)
Aarti Industries mid 90% 26 24% high high

Vinati Organics mid 80% 26 24% high high

Aavas Financier NBFC (Growth) mid 90% 53 12% high high

creditaccessgramee NBFC (Growth) mid 90% 54 112% high high

n

deepak nitrite
trent
gujarat gas

Bajaj Fin/finserve NBFC (Growth) large 90% 45 13% high high

HDFC Bank/Kotak Bank (Growth) large 90% 30 13% high mid

Godrej Consumer FMCG (Value) large 80% 32 21% high mid

Mahanagar Gas Natural Gas mid 80% 17 34% mid mid

(Value)
JK Cement Cement (Value + small 80% 18 34% mid high
Growth)

Agrophos india small 80% 284 14% high mid

Satia Industries 80%
Sesashreyee P 80%
IOL Chemicals & small 80% 7
pharma

Polyplex Corp Plastics small 80% 6 10%

(value+growth)

Confidence small 80% 19 7%

Petroleum
JK Papers 180% 6 11%

Mangalam Organics small 90% 6 11%

POWER GRID 8 10%

Permanent small 80% 11 17%

Magnets
Insecticides (I) 80% 11 17%

Garden Reach
Shipbuilders
L&T

Mahindra & m 80%

Power finance large 80% 5 11%

manappuram mid 80%
L&T Infotech IT mid 70% 20 55%
(value)
india glycols small 70% 5 5%
Sterlite mid 70% 17 14%
technologies
Sandur Manganese Metals (Mining) small 80%
(growth ©)
PSP Projects 170% 20 40%
united breweries
Virinchi IT small 90% 13 12%
(value)
NALCO Metals (Alu) mid 80% 10
(growth ©)
Avanti Feeds Food - Shrimps mid 80% 22
(growth NC)
Chaman Lal Setia Basmati Rice - small 70% 17
Exports Exports
(Value ©)

cheviot co. Textile (Jute) small 70%

Value NC
8k miles

Ruchira Papers small 80%

(growth ©)
CMI ltd Infra/Cables mid 80%
(growth ©)
kanpur plas mid 80%

Indian Toners small 70%

Sanwaria-BE small 80%

Vardhman Holdings Finance mid 90%

(growth NC)
Thirumalai ch Chemicals mid 80%
(growth ©)
Asahi Songwon Chemicals small 80%
(growth ©)
Meghmani Chemicals small 80%
Oirganics (growth ©)

Dynamic Cables Cables micro 80%

(growth ©)
knr constructon Infra(growth NC) mid 80%

Dilip Buildcon Infra(growth NC) mid 90%

GM breweries breweries small 80%

(growth NC)
Maithan Alloys Metals (Mining) small 90% 8
Value ©

Kridhan Infra Infra small 90% 18

(growth NC)

prakash ind Metals (Fe) small 80% 7

(growth ©)
petronet LNG gas (petroleum) large 80% 15
value

Torrent Power Power Distr large 80% 13

(value)
Graphite India Chemicals/ mid 90% 15
Graphite
Electrode
(growth ©)

Phillips Carbon Chemicals/ small 80% 17

Black Auto ancillary
(growth ©)

RCF Chemicals/ small 90% 9

+ Fertilisers
GNFC (growth ©)
pioneer distill, breweries small 70%
associated al (growth NC)
GRM Overseas FMCG (Food) small 60%
balasore metals small 80%
century enka Auto Anc/Textile small 70%
(growth ©)

indowind energy small 70%

HB stockholding Finance micro 70%

(growth NC)
savita oil small 70%

shanti Overseas micro 70%

websol Solar/unique small 80%

(growth NC)
Kellton Tech IT small 70%
(growth)
Everest Kanto Industrial (CNG) small 70%
Cylinder (growth NC)
NILE Metals small 80%
(growth ©)
jhs svendgaard FMCG mid 70%

oriental trimex
Beekay Steel Metals (Steel) small 80%
(growth ©)
Nila Infra

Mukta Arts

KEI

uflex

DHFL

Talbros Auto
dhanuka agri
emmbi
nitin spinners
Ansal Buildwell

Salzer Electronics

ATLANTA Infra small 80%

(defensive)
STL

IMFA

jk tyre
kopran

pg foils

manappuram
finance
Amines &
Plasticisers
Bharat Gears

technocraft
industries
Sumeet Ind

goldstone infra
pincon
gtn
rane holdings

Power Mech
Projects

ig petro
KOTHARI PETRO
PENNAR ENG
pvp ventures
nesco
surat textile
Inventure Growth
ketch energies/
shree rayalaseema

polyplex industr

mastek

rennaisance jewel
Reccomendations
debtfree, zeebiz (anil
singhvi)
cnbc awaaz, vikas sethi

cnbc awaaz, vikas sethi

Care ratings

moneycontrol

few analysts

macquarie (240),
HDFC(260), BOB (270)
many analysts

many analysts

Rakesh Bansal,
macquarie
many analysts (cement
sector)

value research mag,

value research mag,
avinash, equity99 (250),
value research

DD Sharma

value research

kotak sec, cnbc, 2 small

brokers

screener.in index
reliance emkay, jm fin

screener.in index

sanjiv bhasin, vikas sethi

Rakesh Bansal, DD
Sharma

debtfree

Tulsian, Anand (1470)

Suryaditya, Porinju,
world investor
Arvind Bajaj, MoneyC

ashwati Guna, many

medium mc boarders

tulsian (jan 17),

debtfree(2000), 3 gold

Debtfree (225), Dolly K,

mehboob irani
starofmarket, zeebiz,
marketsguruji, suryad
debtfree(250),
tulsian(210), suryad, cnbc
jackpot 2017

debtfree (450 by june)

Valine, aswathiguna*,
krishna(70)
varun aggarwal,
anibillion, starofmar
Valine, Debtfree(3k),
Ashwathi, anand
debtfree, prakash diwan
(2015)
Suryaditya, DD sharma,
Mehboob Irani, valine,
dollyk(2015), s.saraf,
equity99, nalanda sec

Debtfree (90: ST),

anibillion (150)
valine, neerajp, anibil

starofmarketadvice

anand, arvind, debtfree,

ashwati, anib
shailesh saraf, Anand

suryaditya, DD sharma,
Bank of Baroda, 3 MFs

suryad tulsian neerajp

DD Sharm junjunwala
sharekhan: 320 (47%)
motilal:317 starof: 250

DD Sharma (300), Tulsian

arvind(1200: LT),
jefferies(1275), debtfree
(1075: MT)

icici direct, sharekhan

(1200), aswathiguna,
tulsian (23 july)

RCF: DD Sh(150),waghle
(140), gnfc : Ar.Bajaj,
debtfree, DD Sh, sury
debtfree, anibil

suryaditya (2)
valine (120), debtfree
suryadita, shailesh, dd
sharma(75%) 1 yr

Valine, technical trader

(5 times), suryad(100%
Valine, Neha, anibillion

Suryaditya,
starofmarketadvice
Suryaditya,

tulsian (MT/LT),
suryaditya (155)
Value research magzin,
Suryaditya, starofmark
kiran jadhav, valine,
sandeep waghle (75)
Ishaan, Debtfree,
suryadit, tulsian(780)
suryaditya

starofmark(20) suryad
debtfree

suryaditya, valine,

Suryaditya, Valine, Arvind

17 new MFs, shailesh

saraf
Arvind Sir, choksy, DD
Sharma
DD Sharma (600), cnbc
jackpot(feb), 170 MF
suryaditya, arvind baj
suryaditya
suryaditya
suryaditya
Porinju, Debtfree

suryaditya, valine ugbull

DD Sharma(180), Neeraj
Puri, Valine
suryaditya (38 = 2.2 times
at FY17 end)
moneycontrol,
suryaditya, turk, world
investor, shailesh saraf

zeebiz, tulsian

debtfree (160) gem, but

150 done & falls
Tulsian, HSBC, Rahul

Debtfree (ST:60),
neha0103
Arvind sir (300), debtfree

tulsian

Arvind Sir, Ishaan

suryaditya
suryaditya
suryaditya
suryaditya

7 new MFs, shailesh saraf

suryaditya
suryaditya
suryaditya
suryaditya
suryaditya
suryaditya
suryaditya
16 new MFs, shailesh
saraf
18 new MFs, shailesh
saraf
Major Plus points

leading chemical co. with consistent last 8 year PAT, Sales & stock price growth. Entered into new chemicals which will increas
Reducing debt. 15% DII. 25% roc, 21% roe
leading chemical co. with consistent last 10 year PAT, Sales growth & 5 yr. stock price growth. Recent Stock split will increase l
36% roc, 27% roe
very high growth , strong control systems, low Loan-To-Value (LTV) ratio and great asset quality - NPA at 0.48% - well below 1%
Excellent YOY & QOQ PAT & Sales growth (7/7). a mid-cap affordable housing player, interest rates on a downtrend. as per MC
potential, experienced management along with a well-capitalised balance sheet. 7% DII.

high growth , strong control systems, low Loan-To-Value (LTV) ratio and great asset quality - NPA at 0.48% . High FPI & DII. Exc
PAT & Sales growth (7/7). 16% roc, 18% roe interest rates on a downtrend. as per MC, high growth potential. 4% DII. reducing

Better margins, volumes & CAGR expected over next 5 years. Clear asending flag pattern since mar-19. last 4 years & 3 qtr trem
acceleration in PAT & Sales
evergreen super consistent profits/sales with steady LT charts

evergreen super consistent profits/sales with steady LT charts. Low (0.64) beta. Analysts backed
evergreen consistent profits/sales with steady LT charts

decent QOQ & YOY since 10 yrs. Rakesh Bansal super confident of 1150 by 31-dec-19

good QOQ low base for next 2 qrtrs. LT higher top & higher bottom pattern which hint at 30% upside.

pure technicals. Steady rise consistently

quality stock available cheap filter of value research (safety, cheaper, good performance)
growth stock available cheap filter of value research - all weather stocks
superb last 3 yrs & last 4 qtr growth, low base for 4 qtrs. 7 pe. che:pharma is 40%:60%. 90% supplies Ibuprofen in pharma whe
due to chinese & german (BASF) shut. Chemical segment came from -ve to profit. Positive cashflows from last 3 yrs. MD sees m
30% in FY20 as prices will hold & 4 new products launched. recent CAPEX done & more lined. prom hike 4% at 205 rs.
High growth trajectory, (margin-led) yet undervalued (value stock). Beaten down & starting to rise. Long term chart bullish in l
qrts superb. 4% DII, 7.6% DIVIDEND yield

promoter hike, quality stock available cheap filter of value research (safety, cheaper, good performance)

closure of domestic capacities (Ballarpur Ind), few chinese, + ADD on few countries will restrict supply. New capacities to take
acquisition of sirpur ppaper mills to add capacity(25%) for JK, from april-19 onwards. Raw material (pulp/wood) cost fallen. Ca
so will not leake profits for JK. trading at 50% low valuations than his. PE of 9 (3/5/9 yr). low base for 3 qrts. long term uptrend
fallen significantly from top.
Low (0.58) beta, defensive stock with 10/10 positive PAT. 4% dividend yield. 13% DII. P/E & P/B mean reversion & breakout go

co. expected to give good qrts

Mutual funds increased stake by 4% from may-18 to may-19. consisten sales & PAT 9/10. High ROC, low D/E, & PE. 25% low fr

avg. (1..0) beta, largecap stock backed by analysts as most beneficiary of infra push.

technically very strong, consistent yearly PAT

on paper looks very strong on all parameters except p/bv, Company is expected to give good quarter

high growth trajectory. Stable during market falls since aug 17

Manganese & Steel producer, Manganese price 50% up, iron ore price, 20% up, cheap valuation, long term prospect look go
expects min 15% revenue rise in fy 19
last 6 yr. out of 7 consistent high PAT growth, 5/7 sales growth

grt last 3 yr. PAT +ve 7/9 lower base for 2 qtrs, all parameters look decent. High Expansion plans into hospitals & financial IT

fairly valued Alu stock, Alu to be probably best performing metal in near future as per moneyc

greenblat filter for high quality co. available cheap. Fisher's criteria for long term growth cos, target 3000 st, many positives, sh
company ROCE/PAT on a roll qtr after qtr, yr after yr, MFs bought, monopoly
greenblat filter for high quality co. available cheap, basmati rice demand growing, rupee depriciating so helping export co.s, d
PAT.

satisfies all graham's filters for value stocks, 74.76% Promoter, jute biz to grow after plastics ban, pat 8/10, rising ROCE, Deb
back in july 17, 60% biz from exports
pe = 13, in many gurus filters. Super consistent and high pat growth in last 5 yrs. Twice Given up rapid hikes in short time, in pa

sales > mktcap (safe microcap), paper sector bullish, good fundas, Promoters 0.2-0.4 % hike every qtr since last 4-5 qtrs, Dolly
(1/6%), shares, debt falling, Margins, PAT & ROC rising, Into Craft & Recycled Paper where margins will rise
pe = 9, sitting on huge orderbook from railways, consistent past performer, aquired general cables, bottom up long term c

suryaditya (300% in 1 yr i.e. dec 2018) profitable co. since last 20 years, pe = 12, low base, growing exports (70%) all aroun

debtfree posted repeated buy calls for multibagger, gr8 last 2 qtrs… high margins, consistent PAT 8/9 promoter % hike
have tie up with Patanjali for basmati rice gr8 last 2 qtrs aswathiguna half confident, many small boarders are bullish, lo
expansion going, 25 new products launched
Varun aggarwal in depth analysis : fair value of share is 9000 rs. low P/E Consistent in PAT & Sales

CAPEX, market expansion, product Diversification, Amazing last 5 years and last 4 quarters, base low for next 3 qtrs, moneyc r
abt growth PAT +ve 8/10 yrs. all fundas decent, Net CA is higher than current debt,
all fundas look gr8, pe = 13, consistent yearly pat & sales, gr8 outlook for next 2-3 years, booming dyes/pigments sector

Recent CAPEX Done (65% to 85%), Last 2 qtrs turnaround - Base low for next 3 qrts, credible management confident abt 20
few yrs & abt revenue to double in 3-4 years, exports to 75 countries, PAT +ve 8/10 yrs. all fundas decent, Net CA is high
debt, debt reduction since last 2 yrs

consistent yearly PATs 4/4 Recently listed SME IPO, peers trading at double pe (35)

neerajpuri 400 in ST, Anibill 700 in 1 yr.

strong orderbook 3 times its FY Revenue, Road Construction segment which has govt backing

amazing last qtr, base low for next 3 qtrs

graham's choice value stock, john neff cheap stock filter, peter lynch growth with value filter, steel prices going higher, minin
turaround & boom/reform low p/e, v.low base for next 2 qtrs,

Everything looks perfect. Targets(1yr) : Suryaditya (multi), DD Sharma (100%), BOB (100%). All funda parameters great. Cha
P/E=6, PAT =700% rise & big revenue rise in FY 17, Strong 790 cr orderbook, completed 250 projects overseas, aquired a g
whose revenues & PAT to reflect in its p/l statement in next qtrs., Co. will utilise Indian Infra Boom too

all 4 qtrs big profit rise, 5 big experts bullish last qtr biggest profit rise & margins increased frm 2.6% to 8.2% so base set f
Bullish steel ind, jhunjunwala raised state from 1% to 1.8% during Q1 FY18
crude rising. Pat growth 8/10 ROCE Increasing, Debt falling, promoters are 4 oil companies & they hold 50% shares

pe = 16, but huge turanaroung since last qtr, getting gas(rawm) continous supply as cheap prices, strong hold in gujarat, cnbc

graphite electrode production shutdown by china leading to supply crunch & margins increase. Huge PAT Growth & low base
quarters.

great qtrly performance - low base for next 4 qtrs, management outlook of sustainable growth, peers heg graphite & goa c
B is used in making tyres so PCB with 30% market share is a proxy to play on domestic auto sector

RCF : both DD & waghle super bullish & anticipating huge land bank utilisation, fertilisers sector
GNFC : PE = 8, PEG = 0.1 DD Sh, Arvind Bajaj, Suryaditya super bullish, Tulsian more +ve than RCF, Only Asian TDI Manufacture
rising, now debt free, will receive dues from govt in upcoming qrtrs, mfs from 152(dec) to 159(mar) to 160(jun)
pioneer: debtfree can be kept more at 225 rs., anibil 1 yr target 360, associated : debtfree (350) sees 30% upside in ST and ga
calls, Consistent PAT
suryaditya very bullish Q4+Q1 PAT = 12% of mktcap, last 2 qrtrs huge turaround PE=7
moneycontrol research says consistent past pat and good outlook
mfs additions 8 to 122 to 134 dec to mar to june, pe=10, auto anc(tyre cords fabric), very bullish. Birla grp co. going into he
mangalam who can restructure growth, big landbank whose value can unlock in near future

wind energy boost expected in budget, stock has broken multiyear strong resistance and next resistance is at 60 rs.

last 4 qtr rise - base low for next 1-2 qtrs, pe = 4.4, graph in mid stage of uptrend debt/eq=0. holdings value of 150 cr
times its mktcap Net CA = 34 cr i.e. 50% mktcap promoter hike 1% dec 2015, & constant thereafter, mfs frm 11 to 13 in 2 yr
suryaditya says 100% upside in 1 month (feb-18), decent pe, consistent growth graph since 1 yr.

suryaditya says 100% upside in 1 month (feb-18), pe=8, Amazing PAT growth since last 4 yrs.

Solar cells/electricals space, swelect energy performing gr8 in same sector huge last qtr turnaround, pe =3, consolidated aft

satisfies all parameters of high quality stocks at cheaper valuations (PE=9 & PEG=0.05), double bottom up chart

positive management says debt free by fy 18 & revenue growth, pe = 6, uptrend since 1 yr, buy on dips, Kiran Jadhav targe

Overall bullish metal sector, lead prices rising, Its peer pondy is performing good, great results, yet pe = 6 only, in consolida
expected PAT rise : 70%+
toothbrush expansion, along with other fmcg products, Mgmt said (8 june) it is confident of 20-30% sales growth in fy18, new
to be operational from 1st july
suryadit very bullish 300% (3 months i.e dec 2018)
steel prices going higher, steel sector huge turaround & boom/reform low p/e, v.low base for next 2 qtrs, caters to autom
sectors where growth is there.
past 4 qtr turnaround, yet base is low for future qtrs. Good Orderbook of 350 cr (2 yr. revenue) (55% affordable housing proje
sales rise 10/10. Targets(1yr) : Suryaditya (45)(150%), Valine (35)(100%), ca/cl = 4.5, debt/eq = 0.9, infra boom, expects 20-
PPP govt projects won, no need to raise funds as most new orders are PPP

great FY 17 Good Yearly PAT & Revenues

management says exports to grow 15-20% cagr for next 3 yrs lower base for next 3 qtrs consistent 7/10

pe=9, non-cyclic Packaging sector which is FMCG ancillary

20% revenue & 25-30% pat cagr targeted by cnbc & management, 3rd largest hsgfin company, caters tier 2&3 cities, low pe,
midcap bet as govt housing focus to aid growth in coming years, 40 new mfs bought in mar-june NPAs <1%
suryaditya says it will go 800(4 times) in 2-3 years pe=15, auto ancillary boom V.good FY17
pat +ve growth 10/10. all other parameters super. Good promoter & dii, consistent graph like bajajf fallen 25%
pat +ve growth 10/10. all other parameters good. High moat business with innovative products
suryaditya 120% return, debtfree, ishan, moneyc research,
P/Bv=0.6, FPE = 2, Other parameters look decent, Turnaround in last qtr with 12 Cr PAT (more than full FY16 Revenue), (past 3
Debtfree (150, 66%) in 6 months Porinju holding 2% stakes (one of the 3 stocks where he has 1%+ holdings) since 1-2 years, Po
taken quite a few measures for growth.

suryaditya (300% in 1 yr i.e. dec 2018). Consistent pat 8/10. management expects 20% rev growth this yr

Ideal S/H Pattern Huge turnaround, Good Orderbook, Huge arbitrage award from court - to be debt free now infra boom

P/e = 2.8, FY 16 & mar-17 qtr result hints at great turnaround, last month promoters hiked holdings, bullish graph,

PE = 3 Trigger: High fecr alloy prices , opening of past minesclosed in fy16 , compensation award of 2600 cr from singapore : j
sept, govt giving big thrusts to mining/metal, mktcap at 5 times its net profit, 6 mfs buy b/w march to june

pe=9 consistent yearly growth, tyre sector to rise as rubber prices falling, booming auto ancillary
New MFS additions : dec(3) to mar(18) to june(22), pe=14, smallcap pharma 20% fallen from peak good yearly PAT grow

steady graph 1 yr pe=6 only above avg yearly PAT 6/9

low P/E of 11/30 diversified nbfc short term products - resistant to gold price profits 9/10 yrs Co. expects 25% sa
monsoon-rural income growing gold schemes & fest season low debt & ca/cl ratio decent ROCE
great FY 17 Good Yearly PAT & Revenues, booming Chemical Sector, stable rising trend for last 1 yr,

auto ancillary boom benefit of GST, good monsoon, reducing interest rates, a rise in govt spending, government’s thrust on
manufacturing hub, replacement demand and 7th Pay Comm,
p/e 10/25 p/b 1.6 ideal S/H Pattern & recent buyback high margin drumclosures + high margin scaffoldings + yarn busine
management targets doubling revenues in 4 years
low pe/pb good ca/cl 1.2 expected profits 100cr in 2years (50% of mktcap), capacity to double excellent last 3 Qtrs(turna
years Govt. big entrust & 6000 cr package on textile sector
suryaditya - 20 times in 3 years
suryaditya, zeebiz todays trade pe=7/19

suryaditya. Consistent pat 5/6. good orderbook (~3000cr). Bagged new order worth 624 cr in june end mostly international o
are better, promoters up from 64.75% to 65.1 % in Q2 FY-17, MF increased holdings in FY16 regularly power sector infra pro
revenue comes from erection work for 10-15 co.s like bhel, ntpc etc. largest player in India for ETC, holds 40% market share.
2015) shifting to high margin OMC segment, where it has 60% mkt share, big debt reduction

suryadiya says 250% returns within next few months, q4 great 6.5 pe

rising yearly & last 4 quarterly pat, stable growing charts. 4.9 rs buy on rise
suryaditya said year end price will not be less than 55 rs., 1 qtr turnaround
consistent yearly PATs, good last 4 qtrs, with q1 the best & low base for next 4 pe=16

pe = 6.5, great last 4 qtrs, 1.5 yr good stable uptrend, non lower base now as grt 4 qtr cycle completed

pe = 15, great last 4 qtrs, almost consistent yearly growth (6/10)

check if its reccomended by some analysts as it a good consistent stock with v.good fundas
Risks Actionable

high P/BV

DII stakes reducing. High valuations

newly listed. At peak..

debt still high & no dividend

inconsistent yearly growth. Some

deep troughs in 5 yr. bullish charts

while some paper co.s have posted grt

results, some posted losses like star,
ruchira etc.
Gives big falls in charts

HIGH P/BV, low roe

PAT range inconsistent

Risen 60% from bottom

last 2 qtrs -ve

p/bv = 6.7

no low base for next qtr. p/e high

at higher levels

pe = 36, spike in chart

interest cost risen sharp. High beta

Less margins than West Coast, Higher

PE than WC, NR Agarw, Star

in downtrend for long WATCH Trend

pe = 25
pe=25 though below sector pe

near peak (55% gains in 4 days &

fallen only 15%)

crude price & FOREX rate dependent

pe=17

near peak

other players like IFMA, Ballasore

83% revenue is from singapore HOLD for 1 yr. min. Can hold for 3
yrs

At peak

PE higher

RCF pe=23, GNFC: inconsistent ROC

Base High for 2/4 qrts
Pioneer: inconsistent PAT, assoc: not
low base, pe=24
BUY on dips

poor Q1 Qtr result (Apr-june), fallen BUY on uptrend

25%,

average past yearly results, (5/9) BUY if Q1 is good or upt

low ROCE

flat since long… delayed results

IT Sector bearish

spike, progess directly dependent on

lead price rise
at higher levels BUY @ 55

pe=29, p/bv = 3.5 , past yearly BUY if Q1 result lowers p/e to 20

performance is flat 5/10, when will
the execution start?

spike in charts recently

1.5 debt. 18 pe, at 52w high BUY on dips (200)

spike in charts recently BUY on dips

overbought by MFs. @ 52w high HOLD for 1 yr. at least

BUY @ 150
watch
pe = 26, nr 52 Wk High BUY @ 160
nr 52 Wk High BUY @ 110
last 3 qtrs. -ve, past yearly PAT is HOLD for target 160, SELL If Q1
average - court case against mr. ansal- bad
paid 30 cr fine & jail (feb-17)

in flat chicken trend since last 2-3

months
negative PAT in past 10 yrs BUY if Q1 is good

mc expects only 10% rise in revenue WATCH for good news & court
decision :22 sep

BUY if Q1 is good or uptre

downtrend after 1 yr bullish trend BUY if Q1 is good

1.4 debt roce = 6% avg 4 Qtr cycle BUY if Q1 is good

seems completed
at 52 wk high

now pe = 19

spike in charts recently

relies on exports a lot

management commentary not

convincing on debt

pe = 13, doubt on PAT margins

(Fallen to 5%) as 50% revenue comes
from top 5 clients

highly volatile stock BUY if Q1 is good

price flat since past few years BUY on Uptend

mixed yearly growth, relies on WATCH Q1 Result
exports a lot
WATCH Q1 Result

BUY if Q1 is good