I think the correction needed was sufficient to accumalate funds for DLF
But valuation wise atleast 13400 is an imp zone where value buying can be done for long term
Some stocks are richly valued for longterms
all bieng in A grp are autos!
Tata Motors -640
maruti 720 odd
an M&m
bharat forge again is comming in the best zone 300-306 hehehheh
Buy HEg at 166 good story good price
Praj is rallying and many other power stocks
hold on!
u cant book profits
Avaya looks good arnd 300 in valuation
My views on DLF
Subscribe the poison if u can feel the pain for longer times!
Icici bnk post ipo will remain quite strong
u can trade in both directions it will be jittery to give profit
band 845-950
1000 will be aproblem to cross on weak mkt days!hehehhe
Buy in rolta @ 390
and infy
@1925
both look good aat these rates
investors at higher rate may not exist
Pharma buy aurobindo pharma and suven life ciences
dont forget jupiter biosc.its risky although!
Wednesday, June 13, 2007
Thursday, May 31, 2007
I repeat increase exposure in power stocks!
Buy ABB hehehehehe it looks to touch 4950-5075(before or after split u decide)
buy siemnens both for short term and longterm
BheL hold on add on declines
Gvk power and infra Hold (time over to buy!)
Lanco Buy add!
Kalpataru power shift to better options
Fixed deposits in the sector:Siemns ABB Suzlon AReva T&d BEL and bharat Bijlee
Buy all these now and on declines. they are evergreen.
Voltamp trans indotech transformers hold on add on declines
KLG systel (cmp 450)power managemnt solutions Add Target 700-800
ICSA huge run still add on
Alstom Project hold on
Easaun reyolle Add 1100 tagret atleast 1000 ITs a siemsns company
BEL Bharat bijlee always evergreen along with BHEL!
Diversify along cables and stocks like jyoti structures(buy jyoti arnd 165-170)
For real apprecation keep them upto 2010-2012 I guarantee u rich........richie rich. I dont think u should sell any of them shifting is better options.
buy siemnens both for short term and longterm
BheL hold on add on declines
Gvk power and infra Hold (time over to buy!)
Lanco Buy add!
Kalpataru power shift to better options
Fixed deposits in the sector:Siemns ABB Suzlon AReva T&d BEL and bharat Bijlee
Buy all these now and on declines. they are evergreen.
Voltamp trans indotech transformers hold on add on declines
KLG systel (cmp 450)power managemnt solutions Add Target 700-800
ICSA huge run still add on
Alstom Project hold on
Easaun reyolle Add 1100 tagret atleast 1000 ITs a siemsns company
BEL Bharat bijlee always evergreen along with BHEL!
Diversify along cables and stocks like jyoti structures(buy jyoti arnd 165-170)
For real apprecation keep them upto 2010-2012 I guarantee u rich........richie rich. I dont think u should sell any of them shifting is better options.
Saturday, May 26, 2007
ABB at 4400!
People still dont like ABB
ill tell them wait and watch
accumalte on declines
i hope u may not see them
4650 i see without any visual aid (hehehhehehheheheh)
Fiis money is flowing slowly and steady in ABb
Discussing on powe onme more
long term invetsors suzlon the new aveneue in power.
Short term suzlon may under perform!
ill tell them wait and watch
accumalte on declines
i hope u may not see them
4650 i see without any visual aid (hehehhehehheheheh)
Fiis money is flowing slowly and steady in ABb
Discussing on powe onme more
long term invetsors suzlon the new aveneue in power.
Short term suzlon may under perform!
Why worry of bajaj auto!
BAjaj Auto demerger looks good
invetors will benifit in this in next 6-8 months with 20% upside frm current levels
At bare consequences 2550 looks minimum to me
Take positions!
invetors will benifit in this in next 6-8 months with 20% upside frm current levels
At bare consequences 2550 looks minimum to me
Take positions!
Infrastructure diversify and win!
Parswanath Sez story looks prommising i think long term exposure can be taken.ipo price is best for this!
IVRCl looks stretched as of now.
Peninsula looks good at current so does dsk pune.(pune still has property scope for rise)infact i am bullish on maharashtra property prices especially nasik and kolhapur now where dsk is promising! I want u all to comment on this
Shobha looks neatural so does Bl kashyap and unitech. DLF IPO can give them value with new value bands ( thats the only reason i mentioned them actaully i dont like them!).
Mahindra Gesco is better among giants
COnstruction qipement looks better BEML( leader),simplex (on declines)ACE .Greaves cotton is also promisng along with ingersoil RAnd.
Lanco is good amon g tha pack will take time to touch ipo price
Stay away from HCC (if u not planning more than 3-4 yrs)
Ril infra is good ril pack is picking up hope to see more.
L&t, punj loyd , simplex(sort off), gammon are safe money bets(fixed deposits in this sectors)
IVRCl looks stretched as of now.
Peninsula looks good at current so does dsk pune.(pune still has property scope for rise)infact i am bullish on maharashtra property prices especially nasik and kolhapur now where dsk is promising! I want u all to comment on this
Shobha looks neatural so does Bl kashyap and unitech. DLF IPO can give them value with new value bands ( thats the only reason i mentioned them actaully i dont like them!).
Mahindra Gesco is better among giants
COnstruction qipement looks better BEML( leader),simplex (on declines)ACE .Greaves cotton is also promisng along with ingersoil RAnd.
Lanco is good amon g tha pack will take time to touch ipo price
Stay away from HCC (if u not planning more than 3-4 yrs)
Ril infra is good ril pack is picking up hope to see more.
L&t, punj loyd , simplex(sort off), gammon are safe money bets(fixed deposits in this sectors)
Monday, May 21, 2007
Rally comming in beaware of small falls!
We heading towars a rally it doesnt look sensible to go for short term plays
get caught in momentum drives.Value prevails in some stocks. It needs to be trapped.
Buy HEG Graphite electrode manifacturer at price arnd 175 for a 9-24 mnth exposure.
Buy Avaya Globeconnect arnd 285 low pe multiple BPO software supplier
Both above stocks remain affected by Re vs US$ movenment but renders good business at cheap valuations an PE levels
ITC learly heading for 175-180 check that dont use it to play short term.
Buy ABB again 4250 u may say expensive ill say cheap.
Media i dont see real momentum though my picks are Adlabs,naukri( neutral),ENIL,balaji tele.
hold on media
moser bear looks good
800 target.
IT looks weak on re gains.hold on
fresh buyers remain away
infy buy at 1825-1855
tata motors buy auto looks weak but 2010 1 lakh car looks promising very longterm exposure imp.
pharma looks recovered my tips hold on to granules,ranbaxy ,reddys,sun pharma
hold rolta in IT
Bharat forge looks long term promising at 325
KLG systel buy on dips
Gokuldas exp buy at 194-198 forget the downside its due to ruppee stregth take advantage.
Bajaj Auto huge falls please buy! 2260-2285 buy!
infra looks good hold GMR ,gVK,parswanath(buy on declines)
Buy DS kulkarni PUne prop prices look good they have not peaked.Neutral on Ansal pack and BL Kashyap as gurgoaon prop heads slow down
oil pack great offshore buy on declines hold aban!
Indag rubber looks good
get caught in momentum drives.Value prevails in some stocks. It needs to be trapped.
Buy HEG Graphite electrode manifacturer at price arnd 175 for a 9-24 mnth exposure.
Buy Avaya Globeconnect arnd 285 low pe multiple BPO software supplier
Both above stocks remain affected by Re vs US$ movenment but renders good business at cheap valuations an PE levels
ITC learly heading for 175-180 check that dont use it to play short term.
Buy ABB again 4250 u may say expensive ill say cheap.
Media i dont see real momentum though my picks are Adlabs,naukri( neutral),ENIL,balaji tele.
hold on media
moser bear looks good
800 target.
IT looks weak on re gains.hold on
fresh buyers remain away
infy buy at 1825-1855
tata motors buy auto looks weak but 2010 1 lakh car looks promising very longterm exposure imp.
pharma looks recovered my tips hold on to granules,ranbaxy ,reddys,sun pharma
hold rolta in IT
Bharat forge looks long term promising at 325
KLG systel buy on dips
Gokuldas exp buy at 194-198 forget the downside its due to ruppee stregth take advantage.
Bajaj Auto huge falls please buy! 2260-2285 buy!
infra looks good hold GMR ,gVK,parswanath(buy on declines)
Buy DS kulkarni PUne prop prices look good they have not peaked.Neutral on Ansal pack and BL Kashyap as gurgoaon prop heads slow down
oil pack great offshore buy on declines hold aban!
Indag rubber looks good
Tuesday, February 20, 2007
teledata!
>Teledata buys Singapore firm for $105mn
Chennai-based Teledata Informatics today acquired a majority stake in the Singapore-headquartered IT distribution and PC maker, eSys Technologies, by investing $105 million (Rs 470 crore).Teledata and eSys are also likely to invest $20 million (around Rs 90 crore) in Chandigarh to open a total business offshoring/outsourcing (TBO) unit, with at least 1,000 employees, over the next six months, according to a company source.TBO is a concept that allows whole businesses to be outsourced and run from low-cost, high-skilled countries.Currently, eSys utilises its centres in India and Singapore to carry this out.Since 2004, Teledata has acquired 27 companies and with the recent acquisition of eSys, it is already in talks with two other companies in Europe for acquisitions.“The company is in the process of acquiring a marine insurance business company and the other is a software provider for billing in the utilities space,” said a company spokesperson.The valuation of these companies is much more than the recent acquisition of eSys.“We have invested about $120 million in the company and will be investing additional 50 per cent of the already invested money in the next three months with an intention of acquiring all the other business of eSys,” said K Padmanabhan, managing director, Teledata.In 2005, eSys had a turnover of $1.676 billion and a profit of $15.5 million. The investment will enable the company capitalise on the synergy between Teledata and eSys.Padmanabhan, while explaining the synergy between the two companies, said: “Every year we buy 3,000-4,000 personal computers for several e-governance projects. This year we plan to buy 15,000 PCs.The eSys acquisition will now make these projects cost effective.” Vikas Goel, eSys group Chairman and managing director will be the CEO of Teledata Technologies and will hold 49 per cent in the company.eSys already has a PC manufacturing unit in Delhi and is in the process of setting up another unit in Himachal Pradesh to produce 1 million units per year with an investment of Rs 250 crore.“We might shut down the Delhi plant and shift the entire manufacturing capabilities to the new centre,” said Goel.www.business-standard.com
Ihave recommended it in 10-18 RS hold on and accumalte on dips!
PE is just 5-6 and at lows was just one.Can u get better IT stocks at this valuations!teledata is the answer!
Chennai-based Teledata Informatics today acquired a majority stake in the Singapore-headquartered IT distribution and PC maker, eSys Technologies, by investing $105 million (Rs 470 crore).Teledata and eSys are also likely to invest $20 million (around Rs 90 crore) in Chandigarh to open a total business offshoring/outsourcing (TBO) unit, with at least 1,000 employees, over the next six months, according to a company source.TBO is a concept that allows whole businesses to be outsourced and run from low-cost, high-skilled countries.Currently, eSys utilises its centres in India and Singapore to carry this out.Since 2004, Teledata has acquired 27 companies and with the recent acquisition of eSys, it is already in talks with two other companies in Europe for acquisitions.“The company is in the process of acquiring a marine insurance business company and the other is a software provider for billing in the utilities space,” said a company spokesperson.The valuation of these companies is much more than the recent acquisition of eSys.“We have invested about $120 million in the company and will be investing additional 50 per cent of the already invested money in the next three months with an intention of acquiring all the other business of eSys,” said K Padmanabhan, managing director, Teledata.In 2005, eSys had a turnover of $1.676 billion and a profit of $15.5 million. The investment will enable the company capitalise on the synergy between Teledata and eSys.Padmanabhan, while explaining the synergy between the two companies, said: “Every year we buy 3,000-4,000 personal computers for several e-governance projects. This year we plan to buy 15,000 PCs.The eSys acquisition will now make these projects cost effective.” Vikas Goel, eSys group Chairman and managing director will be the CEO of Teledata Technologies and will hold 49 per cent in the company.eSys already has a PC manufacturing unit in Delhi and is in the process of setting up another unit in Himachal Pradesh to produce 1 million units per year with an investment of Rs 250 crore.“We might shut down the Delhi plant and shift the entire manufacturing capabilities to the new centre,” said Goel.www.business-standard.com
Ihave recommended it in 10-18 RS hold on and accumalte on dips!
PE is just 5-6 and at lows was just one.Can u get better IT stocks at this valuations!teledata is the answer!
Subscribe to:
Posts (Atom)