Weekly column ‘MONEY TIMES TALK’ is a very popular round-up of stocks/equity markets (BSE / NSE) live news and updates and subtle recommendations from Moneytimes.in

> Sunteck Reality is to develop a 7 acre land in suburban Mumbai to fetch revenue of around Rs. 1750 cr. Last July, it acquired a 50 acre land parcel in Vasai for development purpose. A good buy.

> HeroMotor Corp has taken a big corrective beating and is about Rs. 1000 below its high. This stock may revive soon and must be added.

> Balrampur Chini has confirmed a golden cross over from the Rs. 200 level as neighboring countries facing sugar shortage are likely to buy it from India. The share is poised for a 30% jump in the coming quarter. Add.

> FMCG major, Marico, expects an excellent Q4 on the back of strong double digit volume growth despite cost pressures. A good long term investment. Add.

> An Ahmedabad based analyst recommends to buy BCL Ind, HP Cotton, Haldyn Glass, Intra Soft Techno (ISFT), IOL Chemicals, KLRFM, Morepen Lab, P C Cosma, Sagar Soft and Samrat Pharma.

> MEP Infrastructure Developers has commenced its toll collections at Sergarh Fee Plaza in Odisha. Positive for this small sized infra company. Buy.

> India Energy Exchange reported 92% jump in YoY volume of 8429 MU in March 2021 on the back of increasing demand. The share can be added for handsome gains in the next two or three quarters. Add.

> GM Breweries reported a 154% YOY growth in NP for Q4 at Rs. 45.3 cr. on a 16% rise in revenue. A dividend of Rs. 4 has been declared. A good long-term investment.

> Adani Ports posted excellent Q4FY21. Its handled cargo volume stood at 26 MMT- a growth of 41% YoY and 23% MoM basis. Buy.

> RBL Bank registered 5% growth in gross advances at Rs 60,012 cr. at end FY21 from Rs.58966 cr. in FY20. Deposits grew 9% to Rs 73,123 cr. from Rs 57,812 cr. in the year. A very good long term add.

> Panacea Biotec will produce 100 million doses a year of the Russian Sputnik V coronavirus vaccine and is in talks with Bharat Biotech to make Covaxin. This big opportunity merits a buying.

> Jindal Steel & Power reported a 37 % jump in Q4 NP on the back of 34.41% higher output, and 37.41% higher sales in FY21.The stock merits a buy.

> Sobha’s Q4FY21 sales rose to 13,37,707 sq.ft. from 9,05,710 sq.ft. in Q4FY20 with sale value of Rs. 1,072 cr. from Rs. 694.5 cr. in Q4FY20. FY21 sales however, declined to 40,13,381 sq. ft. from 40,71,704 sq.ft. in FY20. A good share to add.

> Reliance Infra’s debt stands at a mere Rs. 2609 cr. The sale of its Santacruz bldg. has resulted in a windfall capital gains and the Company will report a much bette Q4. If you have the patience and the appetite for risk, buy for huge gains.

> Airtel has sold Rs. 1497 cr. spectrum to Reliance Jio. This is a clear indication that Reliance Jio needs more spectrum and this utilization will enhance its profits going forward. Buy Reliance Industries.

> Rajesh Exports, one of the largest manufacturers of gold jewellery, has bagged a Rs.745 cr. order from Germany for designer range of gold jewellery. A big positive. Add.

> Force Motors, maker of commercial and utility vehicles, has posted strong sales performance in March 2021 with rising production. This uptrend is likely to continue both in local markets and exports. Add.

> The Indian Navy has sought Government approval for fleet expansion by 6 nuclear powered attack submarines to counter the Chinese strength in the Indian Ocean. This translates into a big business opportunity for Mazgon Docks. Buy.

> Pantry stocking is witnessed to meet the demand for packed food on the back of the renewed Covid surge. Add Cosmo Films and Polyplex for handsome gains.

> Dilip Buildcon has multi-year high orders on hand. This construction major has a history of completing projects ahead of schedule repeatedly receives bonus incentives. A very good long term buy.

> The government is likely to privatize Bank of Maharashtra very soon. Share price may rise on hopes. Add.

> The country’s largest oil and gas transporter, GAIL, is poised to gain from the rising oil and gas prices. Although it did not fare well in the past few quarters, its improving prospects merit a buy.

> Suven Life Sciences issued nearly 2 crore shares to its promoter at Rs.82/share enhancing the promoter holding by over 10%. If the promoter is buying such a huge chunk at Rs.82, there’s surely a long story cooking. Buy for multi-bagger gains.

> Zuari Agro is one of the largest fertilizer manufacturer. This stock used to trade at Rs. 700+ levels in FY18 is now available around Rs.90. It suffered last year due to non-availability of gas but the situation now stands resolved. Buy the stock at every decline for good gains in the coming years.

> Bector Foods has corrected nearly 50% from its high listing but still trades above the issue price of Rs.290 level. At Rs.360, the stock trades nearly 20x FY22 valuations vs. Britannia’s 45x. One can accumulate the stock at every decline for over 50% appreciation from hereon.

> Steel stocks may have formed a near term top with the mad rally witnessed last week. It would be prudent to book profits and re-enter at 10-15% lower levels in stocks like SAIL, Tata Steel, JSW, Jindal Steel.

> Adani Power recommended last week rose from Rs.89 to Rs.103, Jubiliant Ingrevia from Rs.287 to Rs.350, Jubiliant Industries from Rs.190 to Rs.228

> Prakash Pipes manufactures all kinds PVC Pipes & Fittings along with flexible packaging with state-of-the-art plant for customers in FMCG, Food, Beverages, Infrastructure, and Pharmaceutical products is expected to notch FY21 EPS of Rs 16+. The share may touch the Rs. 160 mark. Buy.

> Time Technoplast has developed CNG Cascades with Carbon Fibre Reinforced Wrapped Type-IV Composite Cylinder and received the approval of Petroleum and Explosives Safety Organization and also the 3-party inspection agency of international repute Bureau Veritas. Buy for the long term.

> Jasch Industries, maker of PU, PVC automotive upholstery, footwear, leather & technical garments, has enhanced its PVC coated fabric capacity 20% to 94 lakh MPA. Its Q3 EPS jumped 119% to Rs. 3.5 and 9MFY21 EPS by 111% to Rs 5.7, which may lead to FY21 EPS of Rs. 10 and Rs. 14 in FY22. Buy for 50% gain.

> Cignity Technologies serving 200+ industry active clients including 50+ Fortune 500 customers across 13 countries with diversified verticals has posted Q3 EPS of Rs 9.5 and 9MFY21 EPS of Rs 29 is all set to garner FY21 EPS of Rs 42. Buy for sizeable gain.

> Sree Rayalaseema Hypo Strength, major producer of calcium hypochlorite and stable bleaching powder with captive power, has posted 67% higher Q3 EPS of Rs 10 and 77% higher 9MFY21 EPS of Rs 27.4, which could lead to FY21 EPS of Rs 40. A conservative PE of 10x can take its share price to Rs 400.

> Nile Ltd., pioneer in eco-friendly Lead Acid Battery Recycling for over two decades having 2MW wind farm has posted Q3 EPS of Rs 20 and 9MFY21 EPS of Rs 27 and may post FY21 EPS of Rs 45+ and Rs 70 in FY22. Buy for 30% gain.

> Olectra Greentech is declared as least quoted (L-1) for 50 Electric Buses and received Letter of Award from one of the State Transport Authorities along with their annual maintenance. Accumulate for the long term.

> Reliance Industries demerged its oil-to-chemicals (O2C) business into a wholly owned subsidiary to pursue opportunities across the O2C value chain with higher efficiency through a self-sustaining capital structure that will attract strategic investors. The demerger into an independent subsidiary will be completed by Q2FY22. Buy.

> Shakti Pumps, pioneer of energy efficient pumps and motors with new advanced solar energy pumps has posted Q3 EPS of Rs 14.4 and 9MFY21EPS of Rs 24.5 and is all set to notch FY21 EPS of Rs 42+ and Rs 60 in FY22. Buy for 40% appreciation.

> Deccan Cements, manufacturer a wide variety of cements and undergoing expansion, has posted 725% higher Q3 EPS of Rs. 24 and 56% higher 9MFY21 EPS of Rs. 66, which may lead to FY21 EPS of Rs. 90 on its small equity of Rs. 7 cr. The share, which hit a life-time high of Rs 1280 on 28 April 2017 may double in the medium-to-short term.

> Savita Oil Technologies into petroleum specialty products is a well-diversified global player. It posted 375% higher Q3EPS of Rs. 57.6 and 72% higher 9MFY21 EPS of Rs. 92, which could lead to FY21 EPS of Rs 130. Its share, which hit a life-time high of Rs 1700 on 19 Jan 2018, is expected to cross Rs 1600 mark in the medium term. Buy.

Disclaimer: The views and investment tips expressed by investment experts on Moneytimes.in are their own; however ExpresPost.in does not guarantee the accuracy, adequacy or completeness of any information. Readers are advised to check with certified experts before taking any investment decision.