Thursday, December 27, 2007

Stock Recomends.

Date

Scrips name

CMP

Target

Term

27-Dec

DLF

1009

1200

Short.

27-Dec

NESCO

2060

2300

Short.

27-Dec

Indian hume pipe

990

1200

Medium

27-Dec

S A Petrolium

28.25

35

Short.

Wednesday, December 26, 2007

Tips We recommend.

Date

Scrip name

CMP

Target

Term

26-Dec

Paras petro

3.75

60

6-9mths

26-Dec

Dolat investment

18.52

50

3-4mths

26-Dec

Avance Techn

13.25

22

1-2mths

26-Dec

McLeod Russel

85.6

110

20days

26-Dec

Shree Ashtavinayak

468.1

610

1-2mths

26-Dec

Isibars Ltd

25.05

40

3-4mths

Sensex again catches 20K fever.

BSE +338.40
20,192.52+1.68%

Monday, December 24, 2007

Stocks to pick: Indian Oil, ICICI Bank, DLF...

Northgate Technologies
Research: Citigroup
Rating: Buy
CMP: Rs 580

Citigroup has initiated a coverage on Northgate Technologies with a ‘buy’ rating and Rs 700 as the target price. Northgate is a leading provider of internet marketing and advertising technology services, combined with a number of unique products (VoIP, social networking) and high-capacity, highly scalable data centres. It is a beneficiary of the strong secular growth in online advertising due to its online ad agency business, online ad serving technology and multi-pronged aggregation strategy.

The company’s business model is straightforward: It aggregates internet traffic from various sites and through various means; monetises this traffic with comprehensive, targeted advertising solutions via its in-house developed ad serving engine; and takes advantage of a more cost-effective approach by operating the data centres and telecom connections. Northgate has three primary businesses: 1. Axill, an interactive ad network with a strong presence in the UK and a growing presence in Asia; 2. Globe7, a leading VoIP-based product/community with a significant presence in China; and 3. Bharatstudent.com, one of India’s fastest-growing social networking sites.

The story, however, is about more than just what Northgate is currently doing. Using its data centres, Northgate plans to grow, particularly in Asia, via both new company-owned sites and managed hosting arrangements.

Centurion Bank of Punjab
Research: Credit Suisse
Rating: Underperform
CMP: Rs 55

Credit Suisse has raised its target price for Centurion Bank of Punjab (CBoP) to Rs 44.5, but downgraded the rating to ‘underperform’. The stock has risen 34% in a week and currently trades at 4.2x FY3/09E book value (BV) and 36.0x EPS. Credit Suisse expects growth to remain strong, though the focus is shifting toward lower-yielding small and medium enterprise (SME) lending and mortgages. This, and a lower current account and saving account (CASA) ratio, should lead to a modest pressure on margins.

Credit Suisse has reduced the EPS estimates by 17-19% over the next two years due to the recent dilution for Lord Krishna Bank (LKB) merger, capital-raising, lower margins and higher loan-loss provisioning. Credit Suisse has valued CBoP on 3.15x FY3/09E P/BV, or Rs 44.5 (3.25x FY03/08E earlier) and has increased the discount to HDFC Bank’s target multiple to 25% (earlier 20%) on a weaker deposit profile and a challenging retail lending environment.

The target price increase factors in recently raised capital and a lower cost of equity assumption from 14% to 12.5%, in line with Credit Suisse’s assumption for private banks. Factoring in the dilution for warrants/Esops, the target price implies a valuation of 3.3x FY3/09E BV and 27.4x EPS, for a return on equity (RoE) of 13.5% in FY09E. CBoP is likely to need capital infusion in FY10.

Indian Oil
Research: ABN Amro Bank
Rating: Buy
CMP: Rs 628

Indian Oil (IOC) was formed in 1964 by the merger of Indian Refineries (1958) and Indian Oil Company (1959). IOC is India’s largest company by sales and controls 10 of India’s 19 refineries. Its refining capacity is 60.2 mmtpa or 1.2 million barrels per day — the largest share among refining companies in India. It accounts for 40.4% of the national refining capacity. IOC also has a cross-country pipeline network of nearly 9,300 km length and 61.72 mmtpa capacity.

IOC is on its way to becoming a major player in petrochemicals, besides making large investments in exploration and production (E&P) and import/marketing ventures for oil and gas in India and abroad. IOC has outlined ambitious growth plans with an outlay of about Rs 45,000 crore for capacity augmentation, de-bottlenecking, bottom and quality upgradation. In addition, petrol quality upgradation projects are underway at Panipat, Mathura, Barauni, Guwahati and Digboi refineries and are expected to be completed by the end of ’09. In-principle approval of the company’s Board to set up a 15-mmtpa grassroots refinery integrated with petrochemicals units (paraxylene, propylene and styrene) at Paradip (scheduled to be completed by October ’11) has been obtained and the detailed feasibility report is under preparation. During FY07, the company’s consolidated net sales grew by 24% to Rs 2,01,500 crore, while net profit grew by 47% to Rs 6,690 crore. In H1 FY08, its standalone net sales grew 2.5% to Rs 1,09,000 crore. Net profit rose 25% to Rs 5,290 crore, buoyed by higher operating EBITDA margin at 6% (2.4% in H1 FY07).

ICICI Bank
Research: CLSA
Rating: Buy
CMP: Rs 1,157

ICICI Bank is a direct play on the fast-growing Indian economy due to its dominance across all financial services segments. It is the largest retail bank in India and is also a key beneficiary of rising demand for project financing. It is the largest private sector insurance player and a leader in asset management, broking and private-equity. The bank has also built up strong international operations and now has a presence in 18 markets, with international loans accounting for 22% of its consolidated asset base. The recent concerns about rising non-performing loans (NPLs) are exaggerated, as most of the increase is due to rising proportion of unsecured loans, which are priced for higher loss rates.

The net profit growth forecast of 33% CAGR over FY07-10 factors in a 3x rise in provisioning for NPLs over FY07-10 due to increasing proportion of unsecured loans. Key earnings growth driver will be strong volume growth, margin expansion of 50 bps (due to changing loan mix and re-pricing of high-cost liabilities) and healthy growth in fee revenue (38% CAGR). CLSA has valued ICICI Bank’s insurance, asset management, broking and venture fund businesses at $12.2 billion (Rs 442/share) in FY10. The price target of Rs 1,400 is based on sum of parts methodology, in which, we have valued the banking operation at 2.2x FY10CL adjusted book. ICICI Bank is awaiting regulatory approvals to form a holding company to transfer its stake in the insurance and asset management business, and plans to list the holding company over the next 12 months.

DLF
Research: Merrill Lynch
Rating: Buy
CMP: Rs 961

Merrill Lynch has maintained its ‘buy’ rating on DLF with a target price of Rs 1,160 per share. DLF has recently signed a joint venture with Prudential Financial of the US to enter into the asset management business in India. DLF will hold a 39% stake in the venture. The total amount expected to be brought in by the parties is $50 million. Prudential Financial, based in the US, had $637 billion of assets under management (AUM) as of September 30, ’07.

DLF has stated that it expects to receive regulatory approval and set up the distribution in 3-6 months. While DLF is expected to bring its brand name and distribution network, Prudential Financial will bring in the fund management experience.

The company is close to finalising a chief executive officer, who is expected to be a new hire from the financial services industry. Asset management companies are normally valued at 9-12% of the AUM. However, since the company has stated that these are early days to determine the size of the AUM, Merrill Lynch has not given any value to the JV.

While it is concerned about the entry of DLF into financial services, which is unrelated to real estate, Merrill Lynch draws comfort from the fact that DLF will be a minority partner and the involvement will be limited to helping in the distribution network and providing a known brand.
Source economic times.

Investor wealth soars by Rs 1.97 lakh cr.

MUMBAI: A near-700 point surge in the barometer index, Sensex on Monday brought a windfall of sorts for the investors, who got richer by nearly two lakh crore on the eve of Christmas.

The market capitalisation of all the listed companies on the BSE soared to Rs 67.61 lakh crore from Rs 65.64 lakh crore on December 20, adding Rs 1.97 lakh crore, as per data available on the stock exchange.

Besides, the Sensex accounted for almost half of the total market cap of all the companies, as the 30-share index' valuation stood at Rs 27.90 lakh crore. The index added Rs 98,082.69 crore to the investors' wealth in today's trading session.

Reliance Industries, the heavyweight scrip in the index, gained 2.70 per cent to end at Rs 2,788.05, adding Rs 10,662.13 crore in today to its market capitalisation which stood at Rs 4,05,284.5 crore.

Other gainers include Tata Steel, which added Rs 2,795.1 crore to its market capitalisation today with its total valuation at Rs 63,069 crore. IT majors TCS and Wipro added Rs 6,210 crore and Rs 6, 338.03 crore respectively to their market caps.

Telecom major Bharti Airtel's scrip also gained over 6 per cent at the bourses today, adding over Rs 10,000 crore to its market cap of Rs 1.84 lakh crore. Market valuations of Anil Ambani Group firms' Reliance energy and Reliance Communications also witnessed a rise of over Rs 2,000 crore today.
Source economic times.

Blindly treading the IPO route may lead to losses.

The sequence is unmistakable. First, there would be a prolonged bull run in the secondary market. Next is the turn of the primary market to follow the action. It happens always, and it is no different this time. Want some proof ? Look up the number of initial pubic offers or IPO (the first public issue of shares by a company) lined up in the recent past. Read some of the names. Does it ring a bell? None, right? Well, that is the whole point, say financial advisors.

According to them, many dubious companies are in the process (some already have) to cash in on the investors fancy for stocks, following a continuous bull run in the market for the last four years. “There is nothing new in the trend. Every time you see the market booming, you will also notice that a lot of companies are readying up their initial public offers . In fact, they have been waiting for the right time,’’ says a prominent broker in Dalal Street. “The sad part is along with genuine companies, a lot of dubious characters also get into the market. They know they can cash in the favourable sentiment in the market.’’

That says it all. Sure, we have glorious example of Dhirubhai Ambani, who raised money from the stock market to build companies of his dream. However, there are hundreds of dubious characters who also sold dreams and raised money from the market, only to vanish overnight with investors’ hard earned money. “When the market is booming, everyone wants a piece of the pie. It is difficult to get allotment in good IPOs in a booming market. Disappointed investors would then turn to dubious issues, thinking they can make quick bucks. When the tide turns, they end up with dud shares,’’ says an investment advisor.

The intention is not to dissuade investors from subscribing to IPOs or forcing them to look at every IPO suspiciously. It is to make them aware that the rule of the game is not different for IPOs. It is the same as you buy any stock. You have to do your research if you want to make money . Don’t think every IPO would fetch you profit on the day of listing at the stock exchange . “Be it the secondary market or primary market, you should always remember that you can make money only on quality stocks. For that you have to look at the track record of the company, its management, the industry..., ’’ warns the broker.

Source - The Economic Times

Look for these shares.

date
name
CMP SL
20-Dec ITC 200 184
20-Dec FSL 70 68
20-Dec SKUMARSYN 157 150
20-Dec AUROPHARM 527 510
20-Dec SUNPHARMA 1150 1075
20-Dec IGL 158 154
20-Dec BHARTISHI 718 700
20-Dec NATCOPHAR 137 132
20-Dec RPGLS 97 95
20-Dec SHANTIGEA 93 85
20-Dec INDIAGLYC 442 427
20-Dec ELDERPHAR 422 391
20-Dec MATRIXLAB 229 224
20-Dec SANGHIIND 80 76
20-Dec DICIND 225 212
20-Dec TATACOFFE 280 271
20-Dec EMCO 1438 1341
20-Dec BCCL 82 78
20-Dec AARVEEDEN 81 80
20-Dec ALLCARGO 959 922
20-Dec VENUSREM 459 451
20-Dec WYETH 502 485
20-Dec PGHH 771 714
20-Dec TVSSRICHA 126 120
20-Dec SIGROUPIN 46 46
20-Dec ASTRAZEN 575 553

DO NOT TAKE THEM AS TIPS AND BLINDLY BUY THEM. THEY ARE JUST HOT STOCKS WHICH WE THINK.
SMS FROM YOUR CELL PHONE JOIN JFinance to 567673434.

Sunday, December 23, 2007

Second tip of this week.

McLeod Russel (India) Ltd.
invest in small qty. Best buy at 78. SL at 72. Targeted at 105 within a few trading section.
Plz follow the sl properly.

Saturday, December 22, 2007

Invest in mutual funds.

Investment in mutual funds is just at call away.
to invest just call Mr.Harish Soneji at 9920328954.
Or contact on harishsoneji@hotmail.com
Technically anaylised mutual funds recommended.
Door to Door service offered.
We just a call away.

Friday, December 21, 2007

How to do stock analysis?

There are various stages in performing stock analysis.
The various stages are as follows:-
1. Choosing the scrip.
2. Search for recommendation.
3. See 52 week high and low.
4. See the face value of the scrip.
5. See the profits of the company, see the bonus shares offered, see the sales and share holdings of the company. This can be viewed in BSE website or etc.
6. See the sector of the company.
7. View 7 days performance on the graph comparing it with the sensex.
This analysis is a basic one for the begners and individual investors.
CHIRAG.

IFCI Tragedy.

The IFCI stock is now in a free fall. On Thursday, it fell by 23.29 per cent or Rs 23.30 to close at Rs 76.75 after the company’s expected strategic stake sale fell apart.

However, frenzied unwinding of long positions on the counter saw the stock coming out of the ban period in futures and options (F&O) segment. Analysts expect the stock to settle in Rs 60-70 range, before showing any signs of a pullback on the back of renewed stake sale negotiations.

“The stock could reach Rs 60-70 levels and then the momentum could pick up on news flow about the revival of stake sale news to Life Insurance Corporation or other institutions,” said Sapen Patel, a broker with the Bombay Stock Exchange.

The meltdown in the IFCI share price is bad news for all those who had built positions on the stock in anticipation of the strategic stake sale story. For months, IFCI had topped the volume charts and made frequent entries into the F&O ban list, depicting the frenetic activity in the F&O segment of the stock.

"The stock has been a punters delight. Continuous flow of information on the company managed to keep the stock in limelight," said Arun Kejriwal of Kejriwal Research and Investment Services.

The 10 per cent crash in IFCI shares on Monday was perhaps a strong precursor to what was in store. For investors who have been locked in with the stock at higher levels there seems to be no way out except to hope for the stake sale talk to resurface.

“Fundamentally I do not like the stock. It has been an underperformer for several years and even now it has moving up only on news flows,” said Patel.

A year ago, the IFCI stock was quoting at Rs 10.75. The news of 26 per cent stake sale to a strategic partner and conversion of a part of the institutional debt into equity had put the stock on a different trajectory altogether. It hit a 52-week high of Rs 121.20 on December 17, 2007.

Sunday, December 16, 2007

Tip of the week.

Buy Shree Ashtavinayak Cine Vision Ltd. at Rs450 it is targeted to go up to Rs600.in just 6 weeks. Stop loss at Rs 430. (plz follow stop loss properly.)

Recieve free share tips on your mobile.

To avail this offer just sms JFinance to 567673434 (be careful of caps lock and don't leave any space in between the letters) you will receive at least 10 sms per week for free. So don't wait we are now on your mobile. The tips suggested by us will sure do rock.

Tuesday, December 11, 2007

Updated new share tips

We have updated share tips on our premium blog click here to visit.
If you want to join our premium account blog just mail us your email id to us with the subject "YES PRE" at buzz.fin@hotmail.com
Chirag.

We r now on mobiles.

We are on your cell phones now!
just mail us your cell phone number to our email id and u will receive sms updates every week.
You will receive latest news on mutual funds twice a week.
So mail your cell phone numbers with subject "MOBILE" on our email id buzz.fin@hotmail.com.

Fast move

Unitech has had a fast move from 410 to 463 in just one and a half trading section. So cheers!!
chirag.

Monday, December 10, 2007

Hold your stocks

people generally don't hold their stocks when the market is in boom. Just now when the market reached and crossed 19K many of our investors washed their hands by selling their whole portfolio and after a week or so they realize that they did a mistake by selling it as their stocks furthure increased by 20% or so. So better hold your stocks even then the market is in boom.

Hot Stocks.

these are the stock that we recommend (read disclaimer at the end of the page). these stocks have been presented after a systematic study.
UNITECH.
unitech will possibly reach and cross 510 mark within 20 trading sessions.
best buy is 410- stop loss 401. plz follow the stop loss rule properly.
This is one of the tip. every week we will provide two tips the best ones. To view the other tips visit our gold blog click here to visit our premium account.
chirag.

ICICI Prudential Real Estate Securities Fund.

ICICI has come up with a mutual fund in real estate markets.! Spells amazing.! This fund is 3 years close ended fund. ICICI will invest the money directly or in directly in the companies related to real estate or construction. This is great idea as the real estate sector has to boom, according to the estimate 2010 real estate industries will show major boom. So it would be smarter to invest here.
to invest contact MR.HARISH SONEJI on 9920328954 or click here

Tuesday, December 4, 2007

Basics for investing.

Many tips are just to cheat ,therefore our study is necessary for investments.
It is just not study but it should be systematic study.
This is possible only when one keenly intends to perform or work on the scrips.....
This all is in the later stage, firstly what is a share and what makes it a share.?
A share means a part for the whole. It means a part capital in a whole company.
A share is held by an individual, company, and even by partners doing business.
to start investment in shares one need not be of 18 years as one can always invest through his/hers parents or any adults account.
Requirements for investing in share markets.
1.one should be of 18 years.
2.one should have an demate a/c.
3.one should have an trading a/c with a broker.
4.last and not least,one should possess knowledge to invest.

VINOD JETHMALANI..

Take care while investing in shares.

It is important to be aware and well informed so that you don’t get carried away by hot ‘tips’ and rumors spread by unscrupulous people out there to make a quick buck. Please read this and send it to everybody to spread awareness.
Here I would like to share with our growing community of investors, how ‘cheats’ operate. It is very important to know how the ‘cheats’ and ‘unethical’ people operate in order to prevent oneself from being cheated and losing hard earned money.The regular technique adopted to rig up stock prices and cheat small investors is as follows:


1. Select a stock with a very small market cap. Small is a relevant term depending on the capital available to the cartel of ‘tricksters’Usually it is a company with a market cap of less than $ 10 million/ Rs. 45 Crores


2. The cartel/group starts buying or already hold a large part of the company's shares. Usually such companies have very low share prices since they are making heavy losses.


3. The cartel now own a large part of the shares at very low prices, it can be sometimes as high as 98% of the total shares available in the market.


4. The cartel and group start spreading positive rumors about the stock, through the media and network of brokers and friends. Usually keeping very high target prices for the stock in question.

5. So the Rs 2 stock will have a target of Rs 2000 in the next 1 years.


6. Because of this hype everybody starts buying, and nobody is selling because only the ‘cartel’ owns the shares.


7. This causes the stock to keep hitting an upper circuit everyday. There are no sellers because the only people who hold a large part of the so called gem are the ‘cheats’ and ‘manipulators’


8. Whoever gets in the stock keeps making huge gains as the stock shoots up from Rs 20 to Rs 200 within days. They start praising the stock too, unaware of the hidden story behind it.


9. Now that the cheats have made huge profits, as their purchase price is very low. They start selling.

10. A few times it hits lower circuit, however several innocent investors with the dreams of making huge returns continue investing. The manipulators continue spreading rumors that it is just a short term correction, and suggest people to start ‘accumulating’ it

11. The manipulators have made their fortunes and decide to drop the stock, the stock crashes back from its high. Causing millions of innocent investors to incur loses.Feel free to share this information with each and every investor you know.


this article is taken from gsifs.

our email id.

Feel free to contact us at
buzz.fin@hotmail.com
thats our email id..

Mutual funds .

<^>What are Mutual Funds?

"A Mutual Fund is a trust that pools together the savings of a number of investors who share a common financial goal. The fund manager invests this pool of money in securities - ranging from shares and debentures to money market instruments or in a mixture of equity and debt, depending upon the objectives of the scheme."

To invest in mutual funds contact MR HARISH SONEJI.

MUTUAL FUNDS.

''Investment is no more tougher.''
investing in mutual funds is no longer
tougher as we offer you a door to door
advisory service in mutual funds and
LIC . so hurry up and call
Mr.HARISH SONEJI
+91 9920 32 89 54
or email at harishsoneji@hotmail.com.

MONEY IS ALL THAT ONE NEEDS.!

In todays world money is the only thing that one needs.earning money in easy was is by investing in mutual funds, shares are the traditional form and most commonly used and recognized even in the 21 century.Today's world every one is crazy for money, without money man is incomplete this is the reason every one trys to earn more money. Fixed income is one source and investing is the other one. In India today the market have reached the skies as sensex has crossed 19k before falling but mutual funds are safe to invest,though shares is a nice option but they are risky. I conclude by saying that investment is an important part along with fixed income.

CHIRAG.