Buy @ Cmp : Delivery Call ( 6 to 8 months )
Buy Great Offshore ( @ Cmp )
Target 1 -- 865
Target 2 -- 885
Target 3 -- 900 +
Stoploss -- 810 ( only for traders )
Company profile :
Great Offshore is India's prominent integrated offshore oilfield services provider offering a broad spectrum of services to upstream oil and gas producers to carry out offshore exploration and production (E&P) activities. From drilling services to marine and air logistics, from marine construction to port/terminal services and beyond, Great Offshore meets a wide gamut of the offshore requirements of an E&P operator.
For investor long term target of this stock is 1100 +
Investment strategy:
Buy this stock in small quantity at current price & average it the price falls buy 20 to 30rs from ur last purchase price so that u can get it averaged around 800 to 810 levels.
Stocktrendz
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Stocktrendz Headlines
TCS: Time for re-rating? : Stocktrendz
Jul 17, 2007
TCS is the largest software exporter in the country today.It has been one of the most consisitent players in this market when it come to delivering outstanding number every Quarters.Tcs has done this one again by giving number above market expectations in a situation were dollar has depiciated to $40 levels.
TCS has a hedge position in various currencies equivalent to $1,434 million as on March 31, 2007 that would help it minimise risk from appreciation in the domestic currency. The hedge position represents a 61 per cent increase over March 2006, when it had 566 million dollar, according to its annual report.
"The sharp appreciation of the rupee against all major currencies impacted our operating margins during the quarter," said V Balakrishnan, chief financial officer of Infosys. The rupee in the quarter reached a level of 40.66 to a dollar, against 43.75 in the fourth quarter of 2006-07, an appreciation of 7 per cent.
The company hedges this net currency exposure using exchange forward and options contracts which has a tenure of two years.
However, in dollar terms, the growth has been a smart 8 per cent compared with Infosys 7.5 per cent. Infosys, however, managed a better blended billing rate increase at just over one per cent compared with 0.6 per cent for TCS.
Where TCS appears to have scored over Infosys in the June quarter is in the mining of its clients. It has done exceedingly well in every single category — the number of $100million-, $50 million- and $20 million-clients have all gone up significantly during the quarter and TCS now has six $100 million- clients, double the number in the March quarter. Infosys has mined its clients the number of $80 million clients doubled— but not as impressively as TCS.
At the current price of Rs1,128, the stock trades at a price-earnings (P/E) multiple 23.6 times estimated FY08 earnings and 18 times FY09 earnings. In comparison, Infosys, at Rs 1935, trades at just under 25 times FY08 earnings and 18 for FY09.
The P/E multiple gap between the two has been narrowing over the last six months and If TCS continues to perform like this for another couple of quarters, it could even trade at a higher multiple than Infosys.
Investment Strategy : ( Buy TCS On Every Decline )
Tcs is a the best invesmtent stock at current levels.Investors can buy this stock in small quantity and should buy them on decline with a difference of 20 rupees on each purchase price & Tcs has a near term bottom of 1080 if the market corrects heavily in coming weeks.
Tcs can be a collected with the average between 1115 to 1140 for long term with the target of 1425 with 12 months time frame.
Note : Strategy Only For delivery Purpose
Stocktrendz
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TCS has a hedge position in various currencies equivalent to $1,434 million as on March 31, 2007 that would help it minimise risk from appreciation in the domestic currency. The hedge position represents a 61 per cent increase over March 2006, when it had 566 million dollar, according to its annual report.
"The sharp appreciation of the rupee against all major currencies impacted our operating margins during the quarter," said V Balakrishnan, chief financial officer of Infosys. The rupee in the quarter reached a level of 40.66 to a dollar, against 43.75 in the fourth quarter of 2006-07, an appreciation of 7 per cent.
The company hedges this net currency exposure using exchange forward and options contracts which has a tenure of two years.
However, in dollar terms, the growth has been a smart 8 per cent compared with Infosys 7.5 per cent. Infosys, however, managed a better blended billing rate increase at just over one per cent compared with 0.6 per cent for TCS.
Where TCS appears to have scored over Infosys in the June quarter is in the mining of its clients. It has done exceedingly well in every single category — the number of $100million-, $50 million- and $20 million-clients have all gone up significantly during the quarter and TCS now has six $100 million- clients, double the number in the March quarter. Infosys has mined its clients the number of $80 million clients doubled— but not as impressively as TCS.
At the current price of Rs1,128, the stock trades at a price-earnings (P/E) multiple 23.6 times estimated FY08 earnings and 18 times FY09 earnings. In comparison, Infosys, at Rs 1935, trades at just under 25 times FY08 earnings and 18 for FY09.
The P/E multiple gap between the two has been narrowing over the last six months and If TCS continues to perform like this for another couple of quarters, it could even trade at a higher multiple than Infosys.
Investment Strategy : ( Buy TCS On Every Decline )
Tcs is a the best invesmtent stock at current levels.Investors can buy this stock in small quantity and should buy them on decline with a difference of 20 rupees on each purchase price & Tcs has a near term bottom of 1080 if the market corrects heavily in coming weeks.
Tcs can be a collected with the average between 1115 to 1140 for long term with the target of 1425 with 12 months time frame.
Note : Strategy Only For delivery Purpose
Stocktrendz
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Stock Pick's .... 17/07/07
Jul 16, 2007
Buy @ Cmp : Delivery Call ( Short Term )
Buy Idea Cellular ( @ Cmp )
Target 1 -- 128
Target 2 -- 133
Target 3 -- 137 +
Stoploss -- 121 ( only for traders )
Note : Idea is the the best pick among telecom players as it look a best buy at lower levels & chart are also in favor of rise in coming days.
Investors can buy this stock at current levels or accumulate this stock on decline keeping in mind the time frame of 8 to 12 months with are target of 190 +
Sector Picks : ( Banking )
Yes bank
Kotak mahindra bank
Pnb
Bank of Baroda
Stocktendz
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www.stocktalks.info
www.stockbuzz.info
Buy Idea Cellular ( @ Cmp )
Target 1 -- 128
Target 2 -- 133
Target 3 -- 137 +
Stoploss -- 121 ( only for traders )
Note : Idea is the the best pick among telecom players as it look a best buy at lower levels & chart are also in favor of rise in coming days.
Investors can buy this stock at current levels or accumulate this stock on decline keeping in mind the time frame of 8 to 12 months with are target of 190 +
Sector Picks : ( Banking )
Yes bank
Kotak mahindra bank
Pnb
Bank of Baroda
Stocktendz
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www.stocktalks.info
www.stockbuzz.info
Markets May See Profit Booking In Coming Weeks : Stocktrendz
Market have given sharp upward movement in the past few weeks where the bulls have be buying aggressively in all the front line stocks like Reliance,L&T,Bhel,Rcom & Bharti which have been pushing the market up to new highs
In the coming weeks markets might see some profit booking overall.This decline will improve the overall scenario of the market by creating a new buying opportunity at lower levels.Investors should take fresh position after the correction is done & there are ample buying opportunities in the market after the correction is over.
Stocks Like Hindalco,ITC & Ongc are few of those stocks which are still under valued in this bull run they can give sharp upward spike in coming weeks.Hindalco has already shown good sign of breakout in the past few trading session.
IT stocks can be accumulated at the lower levels for a long term.Stocks like Tech Mahindra,3i Infotech,Northgate Tech are attractive buy on decline,Frontline IT stocks Like TCS & WIPRO are best picks on decline.
Banking & pharma Still are the Best buys during the correction.Stocks like PNB,Canara Bank & Bank of Baroda remain best picks.Cipla,Novartis & pfizer are some picks in the pharma sector.
Sugar & cement stocks should be sold on every rise as they will create a buying opportunity in coming weeks to buy them on lower levels.No clear indication are there from the government side to help this sectors.
Telecom & Power are also a good bet for long term investors who are looking at time frame of 12 to 16 months.Real Estate & infra Sectors are seeing some strong buying after the DLF listing.Stocks like parsvnath Dev & Unitech have seen strong buying in past few trading sessions.
Overall Investor's should start booking profit at this levels & Should wait till the market gives fresh buying opportunities at lower levels.
Stocktrendz
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www.stockbuzz.info
In the coming weeks markets might see some profit booking overall.This decline will improve the overall scenario of the market by creating a new buying opportunity at lower levels.Investors should take fresh position after the correction is done & there are ample buying opportunities in the market after the correction is over.
Stocks Like Hindalco,ITC & Ongc are few of those stocks which are still under valued in this bull run they can give sharp upward spike in coming weeks.Hindalco has already shown good sign of breakout in the past few trading session.
IT stocks can be accumulated at the lower levels for a long term.Stocks like Tech Mahindra,3i Infotech,Northgate Tech are attractive buy on decline,Frontline IT stocks Like TCS & WIPRO are best picks on decline.
Banking & pharma Still are the Best buys during the correction.Stocks like PNB,Canara Bank & Bank of Baroda remain best picks.Cipla,Novartis & pfizer are some picks in the pharma sector.
Sugar & cement stocks should be sold on every rise as they will create a buying opportunity in coming weeks to buy them on lower levels.No clear indication are there from the government side to help this sectors.
Telecom & Power are also a good bet for long term investors who are looking at time frame of 12 to 16 months.Real Estate & infra Sectors are seeing some strong buying after the DLF listing.Stocks like parsvnath Dev & Unitech have seen strong buying in past few trading sessions.
Overall Investor's should start booking profit at this levels & Should wait till the market gives fresh buying opportunities at lower levels.
Stocktrendz
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www.stocktalks.info
www.stockbuzz.info
Stock Pick's ..... 13/07/07
Jul 13, 2007
Buy @ Cmp : Delivery Call : Short term
Buy Jindal Steel & power ( @ Cmp )
Target 1 -- 3825
Target 2 -- 3870
Target 3 -- 3900 +
Stoploss -- 3760 ( Only for traders )
For long term investors the target for this stock is 5000 + & the company is also a bonus candidate in the near future
Note : Jspl is one the larger player in the steel industry & it has a significant presence in power sector as well.Jspl has posted superb results in the last Quarters & has been able to sustain dollar effect in the last results.
Stocktrendz
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www.stockbuzz.info
Buy Jindal Steel & power ( @ Cmp )
Target 1 -- 3825
Target 2 -- 3870
Target 3 -- 3900 +
Stoploss -- 3760 ( Only for traders )
For long term investors the target for this stock is 5000 + & the company is also a bonus candidate in the near future
Note : Jspl is one the larger player in the steel industry & it has a significant presence in power sector as well.Jspl has posted superb results in the last Quarters & has been able to sustain dollar effect in the last results.
Stocktrendz
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www.stocktalks.info
www.stockbuzz.info
Stock Pick's ..... 10/07/07
Jul 9, 2007
Buy @ Cmp ( Delivery Call ) : Short term
Buy NTPC ( @ Cmp )
Target 1 -- 162
Target 2 -- 167
Target 3 -- 172 +
Stoploss -- 152 ( only for traders )
Note : Ntpc has consolidated in the 155/157 range for past some weeks & has all indication of breakout to take the price above 160 + levels in coming sessions.
IT sector have started their move back in upward direction as infosys result is just round the corner & some fireworks can be expected in this sector in comings
Banking sector can give some postive movements in coming days along with capital good & Engineering sector.
Stock picks......
AiA engg
Pnb
Kotak Mahindra bank
Federal bank
Bhel
Prajay engg
Patel Engg
Apil
Sell Sugar & cement stocks on every rise as still thing are not clear from the government side ................
Stocktrendz
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www.stockbuzz.info
www.stocktalks.info
Buy NTPC ( @ Cmp )
Target 1 -- 162
Target 2 -- 167
Target 3 -- 172 +
Stoploss -- 152 ( only for traders )
Note : Ntpc has consolidated in the 155/157 range for past some weeks & has all indication of breakout to take the price above 160 + levels in coming sessions.
IT sector have started their move back in upward direction as infosys result is just round the corner & some fireworks can be expected in this sector in comings
Banking sector can give some postive movements in coming days along with capital good & Engineering sector.
Stock picks......
AiA engg
Pnb
Kotak Mahindra bank
Federal bank
Bhel
Prajay engg
Patel Engg
Apil
Sell Sugar & cement stocks on every rise as still thing are not clear from the government side ................
Stocktrendz
www.stocktrendz.info
www.stockbuzz.info
www.stocktalks.info
Stock Pick's ..... 09/07/07
Buy @ Cmp : Delivery Call ( Medium Term Call ) :
Buy RIIL ( @ Cmp )
Target 1 -- 495
Target 2 -- 515
Target 3 -- 530 +
Stoploss -- 469 ( Only for day traders )
Note : Riil is a Mukesh ambani group company and has wide presence in infrastructure development projects handled by the reliance group.
The stock has consolidated for a long time around 460/480 levels & the volumes have picked up since last month & is about to give breakout.
Long term target for the stock is 700 + in (8 to 12 months )
Stocktrendz
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Buy RIIL ( @ Cmp )
Target 1 -- 495
Target 2 -- 515
Target 3 -- 530 +
Stoploss -- 469 ( Only for day traders )
Note : Riil is a Mukesh ambani group company and has wide presence in infrastructure development projects handled by the reliance group.
The stock has consolidated for a long time around 460/480 levels & the volumes have picked up since last month & is about to give breakout.
Long term target for the stock is 700 + in (8 to 12 months )
Stocktrendz
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DLF CAN SEE MORE UPSIDE IN COMING DAYS : EXPERTS
Jul 6, 2007
Experts View On DLF Listing :
Uday Kotak Vice Chairman and Managing Director of Kotak Mahindra Bank sees significant institutional appetite for DLF.
He expects reasonable upside in DLF for investors and the pricing to be fair.He sees DLF as key Stock for investors playing on India.
The execution ability will be a key to valuation of Real estate companies.He thinks short-term Interest Rates trend will soften. The appetite for quality paper is huge and large issues will up the interest.
Some Positive Points On DLF:
The execution ability of the management and the team to make things happen on the ground in a difficult market like India, should be priced in, for investors.
There is also a huge advantage to size that DLF have. If you combine, besides other things, quality of management, ability to execute deals on the ground and make projects happen and combine with the scale and size DLF has, this is a key stock for anybody wanting exposure, not only in the sector but at some level the India play itself.
Stocktrendz Overall Review :
DLF is fairly priced at current levels & can be a good investment bet for medium term. Dlf Can touch 590 + levels in short term if the market remains firm & if no major sell off is seen overall......
Stock Strategy:
Investors Can start booking profit at 570 + levels in small Quantity who have been allotted shares in the public offer.This will help in creating a buffer if the stock comes down & will create a buy opportunity at lower levels.
Investors Can start selling 50% of the total Quantity Alloted & Can buy them Again if the Stock slips down and goes below the price you have sold.This will help you in reducing the price of your current holding in the stock.
Stocktrendz Analyst Disclosure :
I have sold my 50% stocks in DLF today @ 571.50.
Fresh purchase in stock should be avoided at higher levels & investors Should wait till the stock settles down in coming days.
Stocktrendz
www.stocktrendz.info
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Uday Kotak Vice Chairman and Managing Director of Kotak Mahindra Bank sees significant institutional appetite for DLF.
He expects reasonable upside in DLF for investors and the pricing to be fair.He sees DLF as key Stock for investors playing on India.
The execution ability will be a key to valuation of Real estate companies.He thinks short-term Interest Rates trend will soften. The appetite for quality paper is huge and large issues will up the interest.
Some Positive Points On DLF:
The execution ability of the management and the team to make things happen on the ground in a difficult market like India, should be priced in, for investors.
There is also a huge advantage to size that DLF have. If you combine, besides other things, quality of management, ability to execute deals on the ground and make projects happen and combine with the scale and size DLF has, this is a key stock for anybody wanting exposure, not only in the sector but at some level the India play itself.
Stocktrendz Overall Review :
DLF is fairly priced at current levels & can be a good investment bet for medium term. Dlf Can touch 590 + levels in short term if the market remains firm & if no major sell off is seen overall......
Stock Strategy:
Investors Can start booking profit at 570 + levels in small Quantity who have been allotted shares in the public offer.This will help in creating a buffer if the stock comes down & will create a buy opportunity at lower levels.
Investors Can start selling 50% of the total Quantity Alloted & Can buy them Again if the Stock slips down and goes below the price you have sold.This will help you in reducing the price of your current holding in the stock.
Stocktrendz Analyst Disclosure :
I have sold my 50% stocks in DLF today @ 571.50.
Fresh purchase in stock should be avoided at higher levels & investors Should wait till the stock settles down in coming days.
Stocktrendz
www.stocktrendz.info
www.stockbuzz.info
www.stocktalks.info
Stock Pick's ..... 05/07/07
Jul 4, 2007
Buy @ Cmp : Delivery Call (Short Term)
Buy Rnrl ( @ Cmp )
Target 1 -- 43.50
Target 2 -- 47
Target 3 -- 52 +
Stoploss -- 36.50
Rnrl has consolidated around 30 levels for a long time.Stock has given good movements in past weeks & the volumes on this counter has been good as well.Stock has a resistance around 42 levels once crossed the stock will scale new levels......
Note : plzz be a bit careful tomorrow coz its the listing of the most awaited ipo of the year " DLF " markets can be a bit volatile in early trade.
Stocktrendz
www.stocktrendz.info
www.stocktalks.info
www.stockbuzz.info
Buy Rnrl ( @ Cmp )
Target 1 -- 43.50
Target 2 -- 47
Target 3 -- 52 +
Stoploss -- 36.50
Rnrl has consolidated around 30 levels for a long time.Stock has given good movements in past weeks & the volumes on this counter has been good as well.Stock has a resistance around 42 levels once crossed the stock will scale new levels......
Note : plzz be a bit careful tomorrow coz its the listing of the most awaited ipo of the year " DLF " markets can be a bit volatile in early trade.
Stocktrendz
www.stocktrendz.info
www.stocktalks.info
www.stockbuzz.info
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