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MONEY TIMES TALK JUNE 08, 2024 Andhra Petrochemicals posted a blockbuster Q4 EPS of Rs. 5.17 YoY. It trades at a forward PE of just 6x and declared 20% dividend, it's a bullish re-rating candidate. Breakout seen. Buy. Vipul Organics into specialty chemicals has set up a new high-margin emulsion paste plant in Palghar. It posted 269% higher Q4 PAT YoY and Management is confident of good quarters ahead, likely to cross 52-week high of Rs. 237 soon. Buy. Debt-free Jai Corp has big land parcel of ~ 3000 acres near the upcoming Navi Mumbai airport apart from other business verticals of manufacturing, SEZ, venture capital, real estate. Promoters hold 70% in this potential multi-bagger. Denis Chem posted FY24 EPS of Rs 8.04 and declared Rs.2 dividend. Its M.cap: Sales is just 0.55x. This debt-free co. produces sterile intravenous injectables and may be a dark horse going forward. Vodafone Idea saw a bullish breakout on 7th June. UBS upgraded from neutral to buy with a revised target of Rs. 18. Consider buying. Anantraj’s Q4 PAT jumps 71% YoY to Rs.84 cr. It made remarkable strides in debt reduction and aims for net debt-free status by end CY24. Its Q4FY24 Net debt stood at Rs. 290 cr. Keep track.

MONEY TIMES TALK JUNE 1, 2024 Andhra Petrochemicals posted 628% higher Q4 EPS of Rs 5.17 and declared 20% dividend as against 15% last year. It is the largest manufacturer of Oxo alcohols and is available at forward PE of just 5x. Buy for huge gains. ABM Knowledgeware posted 140% higher NP of Rs.5.63 cr. with an EPS of Rs 7.18 in FY24. Promoters hold 67% stake and it trades at a P/E of just 17x. A re-rating candidate, buy for decent gains. Shri Bajrang Alliance posted Q4 EPS of Rs 16.33 against Rs.8.18 QoQ and EBITDA rose 395%. It posted FY24 PAT of Rs.40.86 cr. with an EPS of Rs. 45.40. It trades at an attractively PE of just 6x. Its 52 weeks high Rs.353. Buy for multi-bagger gains. Debt-free Denis Chem, posted FY24 EPS of Rs 8.04 compared to Rs.5.66 last year and declared 25% dividend v/s 20% last year, M.Cap / Sales is just 0.55x. Varun Daga, managing partner of billion dollar Dream 11 holds 11.5% stake, FIIs hold 20.74%. Its 52 weeks high is Rs.223. Buy for multibagger gains. Gujarat Intrux has reserves of Rs.58.56 cr. on its small equity of only Rs.3.44 cr. Promoters hold 58.31% and 5 HNIs hold 6%. For FY24, it posted 27% higher PAT of Rs.7.41 cr. and raised dividend to 100% from 70% last year. Its 52 weeks high is Rs.400. Buy for 45% gains. Tata Power, the largest integrated power co. is transitioning to renewables and aims to establish 100,000 EV charging stations by 2025. With top-to-bottom presence in electricity generation, transmission, distribution, and strong financial performance it is poised for solid growth. QMS Medical Allied Services posted 41% higher FY24 PAT driven by its expansive Patient Service Programs, offering specialized screening tests nationwide. Power & Instrumentation (Gujarat) achieved 62% growth in FY24 NP reflecting substantial YoY improvement in financial metrics including impressive growth in both EBITDA and NP. Jio Financial to expand its loan solutions with loans on mutual funds and home loans and unveiled the beta version of the Jio Finance App that offers UPI, digital banking and loans on mutual funds. Add for the long term.