Archive for September, 2009
Warm up to Q2 results
Quarter two results are are almost there, and we will keep our eyes on the stocks which are undergoing expansion and have come out with good Q1, yet available at cheap valuations. Focus sector is the pharma sector (as it is in the pink of health) and here are two stock ideas:
Ahlcon Parentals: The company [...]
Siemens Healthcare
I came across this very interesting stock idea and I think we all should dig into it more and accumulate on declines.
Background:
The company was earlier known as Bayer Diagnostics. Siemens group took over this company last year.
Positives:
Tiny Equity capital of just 1.57 Cr hence at CMP of 1100 – Mcap of 165-170 Cr is not [...]
Jaihind Projects – Report
Friends,
I had released a formal report on the company today.
Download the Report
Views Invited.
CHI Investments – Update
ETIG has recommended deep discounted holding companies for long term investment in it’s article: http://epaper.timesofindia.com/Default/Scripting/ArticleWin.asp?From=Archive&Source=Page&Skin=ETNEW&BaseHref=ETM/2009/09/07&PageLabel=19&EntityId=Ar01900&ViewMode=HTML&GZ=T
CHI Investments has topped the list and is still available at approx 84% discount to it’s NAV J. We had recommended CHI Investments at just Rs 25 in our blog post: http://dalaal-street.com/chi-investments-interestingly-mis-priced/
With better discovery by investors, this mispricing should reduce going [...]
Shilpa Medicare – Update
We recommended SML in our blog on 26th July, 2009 @ 90. The stock has witnessed a fantastic upmove and has been hitting upper circuits since last few days. The stock was locked up at 161.70 today J
At CMP, we advice small/partial profit booking but at the same time one shouldn’t underestimate the long term [...]
