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BUY METROPOLIS 1640 CE ABOVE 66 TARGET 70/75/80 SL PAID

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BUY BAJAJ AUTO 7700 CE ABOVE 190 TARGET 200/210/220 SL PAID

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BUY BANKNIFTY 45400 PE ABOVE 350 TARGET 375/400/430 SL PAID

BUY ADANIENT 3100 CE ABOVE 165 TARGET 170/175/180 SL PAID

*Sarla Performance Fibres* Q3FY24 NP rose 301% to Rs.8.47 cr. from Rs.2.11 cr. in Q3FY23. It has an equity base of Rs.8.35 cr. with huge reserve of Rs.423 cr. 12 HNIs hold 13.27% including Vijaya S hold 2.40%, Dalal and Broacha hold 2% and Anil Kumar Goel hold 3.33% stake. Add for 25% gains. NSE SME *Pramara Promotions* bags huge orders from Burger King USA for 20 lakh toys worth $3.81 lakh on 20th Jan and $3.89 lakh from Surehome Solutions LLC, USA on 23rd Jan. A big positive. Add. *GIPCL* promoted by GSFS, Gujarat Alkali and GUVNL hit a new 52-week high of Rs.203. It has been allotted land to set up new 2375 MW renewable energy park worth Rs.6000 cr. Its P/B is the best among all power stocks and has a healthy dividend payout of 25%. Add for good gains. *HCC* hits a new 52-week high of Rs.37.45 with volumes on 25th Jan in a negative market. Keep track. *HFCL* hits a new 52-week high of Rs.108.80 with volumes on 25th Jan in a negative market. Conference call for analyst/investors will be on 2nd Feb 2024. Keep it on your radar. *Indotech Transformers* hits a new 52-week high of Rs.921. This sector is likely to fare better in Q4. Add for decent gains. *IRB Infra* hits a new 52-week high of Rs.51.46 with huge volumes. The Budget is likely to give a big boost to infra and power sector. Keep it on your radar. *Ramky Infra* hits a new 52-week high of Rs.925 with volumes on 25th January. Keep it on your radar. PSU *Midhani* hits a new 52-week high of Rs.522 with huge volumes on 25th January in a negative market. Keep it on your radar. *Vikas Lifecare* acquired ‘SKY 2.0’ Club in Dubai for $79 mn. SKY 2.0’s 2023 revenue grew 36% YoY to $22.10 mn., with 38.8% NP margin. A big positive. Add. *Salasar Techno Engg*. with successful contracts in Railway and Power sectors, is set to complete additional contracts worth ~Rs. 2516.43 cr. Its board approves fund raising of Rs. 806.4 cr. through preference shares and warrants. Add. *Dhunseri Ventures* is expected to report better Q3FY24 results on the strength of its business income and also of its strong treasury income. Buy. *Caplin Point* is an attractive pharma stock with zero-debt and strong entry in new markets. Significant capex should lift all parameters. *Glenmark Life* now with the Nirma group expanding quickly. A strong balance sheet adds to the merits. *Ipca Laboratories* may be a game changer after acquisition of Unichem’s businesses and partial lifting of US FDA issues. *HCC*, a turnaround player in engineering and construction, has divested its stake in Steiner Construction SA for Rs.928 cr. With orders of Rs.12,344 cr. and evaluation of Rs.6,000 cr., it envisions huge opportunities in renewable energy after its debt resolution leading to positive financial outcomes. *IFCI,* a government-owned NBFC, serves the long-term finance needs of the industrial sector with investments worth Rs.8,394 cr. and a cash balance of Rs.2,590 cr. against a market cap of Rs.13,145 cr. Its Q3FY24 results on 9th Feb are likely to be positive. Keep track.

*Karnataka Bank* and Clix Capital entered into co-lending partnership on the Yubi Platform, targeting loans to Indian MSMEs. highlighting the bank's rapid growth and impressive CASA ratio. Buy. *GMDC* is likely to post excellent Q3 results that will spur its stock price to newer heights. Add. *Satia Industries* into recycled paper has added fresh capacities and the management indicates that better times are around the corner. Add. Zee Ltd. hit a series of lower circuits after its merger deal with Sony fell through. At lower prices, its share may be held onto given its inherent strength to recover the lost ground. Hold. *Hero MotoCorp* rolled out premium bike Maverick 440 streetfighter. It has the potential to gain some more ground. Add in small lots. *Yes Bank* will soon declare its Q3 results which are likely to be encouraging. Add. The ensuing Union Budget will dole out big impetus to the defense sector. Buy *HAL, Paras Defense, Mazagon Docks and Cochin Shipyard*. *NMDC* increased the prices of its lump ore and fines by Rs.400/MT with immediate effect. This will definitely reflect in its stock price. Buy. *Man Infra* promoters are raising their stake through warrants, which may lead to a spur in its share price. Add. *IOC* has reported a multi fold rise in Q3 NP to Rs.8064 cr. It has huge capex plans on hand for foraying into the hydrogen sector. Add. *Motilal Oswal’s* Q3 NP rose 196% to Rs.660 cr. A big positive. Add. *Bajaj Auto* Q3FY24 NP grew 37% to Rs.2042 cr. from Rs.1491 cr. in Q3FY23. This evergreen share must be added. Tyre maker, *Ceat Ltd*., posted over five-fold rise in consolidated net profit to Rs.181.3 cr. in Q3FY24 from Rs. 34.85 cr. in Q3FY23. Buy. *DLF’s* Q3FY24 consolidated NP rose 26.6% YoY to Rs.655.7 cr. As markets are volatile, risk bearing investors may add in small lots. *Mazagon Dock* signed a contract with the acquisition wing of MoD for construction and delivery of 14 Fast Patrol Vessels worth Rs.1070 cr. for the Indian Coast Guard. A big positive. Add. *BCL Industries* share may rise on conversion of warrants into shares. Investors had converted 60000 warrants but were given 10 share on conversion on an adjusted basis post the 1:10 stock split in Oct 2023. Buy. *Gravita* share takes a small pause in the market correction. The Union Budget is likely to provide a big impetus to the EV segment and it is likely to post excellent Q3 results. Buy. *IndiaBulls Housing* may gain on Budget concessions to the housing sector. Add for 30% gains. *NBCC* is flush with government orders, especially from the Railway Ministry. A big positive. Add. *Aro Granite*, the largest processed granite exporter, may post good results on higher demand from realty sector. It had enhanced production from 40 containers to 60-70 containers per month. Add. *PNB* 9MFY24 NP rose 288% YoY. GoI holds 73.15% and DIIs hold 13.74% stake in the company. Add for 30% gains. Old & reputed textiles giant, *Mafatlal Industries*, is now into digital infra also. Its Q2 PAT grew 141% to Rs.21 cr. and will declare Q3 results on 5th Feb. It has a big land bank and NOCIL shares worth Rs.725+ cr. Buy for 30% gains. *ISMT* Q3FY24 NP grew 114% to Rs.62 cr. and 9MFY24 NP rose 94% to Rs.154 cr. The promoters hold 75% and HNI Mukul Agarwal holds 40,01,346 shares. It has reduced its debt and is almost debt -free. Buy for 30% gains. *VLS Finance* posted 671% higher H1 NP of Rs.162.23 cr. Its BV is Rs.829 and its CMP is Rs.214.5. Further, it holds 88,85,963 shares of Relaxo, whose market value is around Rs.756 cr. It has reduced its debt and is almost debt-free. 4 HNIs hold 5.47% stake. Add for hefty gains. NSE SME *Essen Specialty Films’* 9MFY24 PAT rose 78% to Rs.12.28 cr. from Rs.6.89 cr. It has a RoCE of 17.1% and RoE of 16.3%. It reduced its debt and is almost debt-free. It is likely to perform well in Q4 given the huge market and its expanded product range. Buy for 30% gains.

*MONEY TIMES TALK* *JANUARY 27, 2024* ₹ *A market veteran* is hopeful of a positive outlook of the Union Budget. He expects it to be favorable and anticipates a positive market breadth leading up to the elections. He believes that fiscal deficit is likely to be lower than estimated and supported by concrete facts and figures. The sectors to look for are Auto, Auto Ancillaries, Chemicals, Defense, Infrastructure, Mid cap IT, Power, Print Media, Real Estate, Railways and selective banks. Important turning dates in the market are 30th & 31st January and in February 1st, 8th, 16th, 26th and 28th. In our 4th Nov MTTs, *Cosmic CRF* recommended at Rs.263 touched Rs.1056. In our 2nd Dec MTTs, *S J Logistic* recommended at Rs.190 touched Rs.245. In our 18th Dec MTTs, *BMW* recommended at Rs.56 touched Rs. 86. In our 25th Dec MTTs, *Electrosteel* recommended at Rs.113 touched Rs.161 and *Man Industries* recommended at Rs.251 touched Rs.404. Book partial profits at every rise. In our 13th Jan MTTs, *Systango* recommended at Rs.275 touched Rs.320. In our 21st Jan MTTs, *Dhanalaxmi Roto* recommended at Rs.186 touched Rs.224, *Walchandnagar’s Peoplefirst* was recommended at Rs.189 touched Rs.226 and *Goa Carbon* recommended at Rs.721 touched Rs.799. *HFCL* recommended at Rs.99 touched Rs.109, *IRB Infra* recommended at Rs.49 touched Rs.51, PSU *GIPCL* recommended at Rs.194.50 touched Rs.202, *Vakrangee* recommended at Rs.21 touched Rs.23.10, *Jain Irrigation* recommended at Rs.63.85 touched Rs.65, *Indotech transformers* recommended at Rs.874 touched Rs.922 and *Fredun Pharma* recommended at Rs.848 touched Rs.911. All these look good for the short term. *Natco Pharma* invested $2 mn in Cellogen Therapeutics Pvt. Ltd., focusing on cell and gene therapy for various medical conditions. It's vertical integrated exports to 50 countries is 536% higher Q2 EPS of Rs.20.6 and 112% higher H1 EPS of Rs.43.9 which may lead to FY24 EPS of Rs.80+. Buy. *RPP Infraprojects* is set for sustainable growth and benefit from infrastructure capex opportunities supported by its robust fundamentals. Its FY24 EPS may touch Rs.18. Buy for 30% gain. Abakkus funds acquired a 6.7% stake in *Shriram Pistons & Rings*, which made substantial recent acquisitions of Rs.300 cr. and may post FY24 EPS of Rs.100 and cash EPS of Rs.120. Debt-free *IIFL Securities* is a key player in both retail and institutional segments with a net surplus of Rs.5,500 cr. It notched 104% higher 9M EPS of Rs.11, which may lead to FY24 EPS of Rs.15+. Buy for 30% gains. With heavy investment buying, *Mahanagar Gas*, the sole distributor of CNG and PNG in and around Mumbai, is in capex mode having posted 103% higher H1 EPS of Rs.71.6, which may lead FY24 EPS of Rs. 130+. Buy. *Deep Industries* is in capex mode having received orders from ONGC. It posted 240% higher Q2 EPS of Rs.4.6 and 119% higher H1 EPS of Rs.9.5, which may lead to FY24 EPS is Rs.30. Buy for 30% gain. *Canara Bank* notched 44% higher 9M EPS of Rs.62.4, which may lead to FY24 EPS of Rs.85+. Add for 30% gains. *Cigniti Ltd*., a global leader in independent quality engineering and software testing, achieved a 25% higher H1 EPS of Rs.33.2 which may lead to FY24 EPS of Rs.75. Buy for 30% gain. *Paul Merchants* notched 22% higher Q2 EPS of Rs.141.3 and 21% higher H1 EPS of Rs.91, which may lead to FY24 EPS of Rs.190. A reasonable P/E of 8.5x could take its share price to Rs.1615. Buy. *Indian Bank*, post-merger of Allahabad Bank, notched 52% higher Q3 EPS of Rs.17.5 and 51% higher 9M EPS of Rs.44.7, which may lead to FY24 EPS of Rs.65+. A reasonable P/E of 8.5x could take its share price to Rs.552+ in the medium term. Add. *Styrenix Performance*, a global styrenics supplier with applications across various industries, achieved a 138% higher Q2 EPS of Rs.32.1 and Rs.50.5 in H1FY22 which may lead to FY24 EPS of Rs.110-115. Buy for 20% gains.

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