FREE EDUCATION

MONEY TIMES TALK APRIL 27, 2024 GKB Ophthalmics is expanding capacity from 24K to 40K lenses per day due to high demand. With Rs. 80 cr. topline but a market cap of only Rs. 57 cr., makes it a highly undervalued share compared to Yash Optics which is trading at a M.cap of 260 cr with a topline of 40 cr. Strong potential for re-rating and multibagger returns. Polymechplast Machines, manufactures injection & blow moulding machines used in various industries. With over 5500 machines worldwide and foray into mobile accessories makes it an attractive scrip. This regular dividend paying company having negligible debt is available at M Cap of just 34 cr and M.Cap/ sales of just 0.5. Add for hefty gains. Universal Starch-Chem provides starch, liquid glucose & dextrose for various industries. It posted 9M EPS of Rs. 9.68 with a PE ratio of just 11.3x. Add for big gains. Cash-rich, Hariyana Ship Breakers posted an EPS of Rs. 10.8 in the last 6 months and a PE of just 6x benefits from the metal upcycle & scrapping policy. With a P/BV of just 0.5x, high reserves of Rs.135 cr., BV of Rs.230 and 75% promoter stake makes it a good buy. Almost debt-free, Jai Corp. holds ~3000 acres near the upcoming Navi Mumbai airport, with diverse business verticals of Manufacturing, SEZ, Venture Capital, Real Estate. The promoters hold 70%. Add. W.S. Industries Q3 NP zoomed 135% to Rs. 13.91 cr. with an impressive ROE of 64%. Promoters have raised their holding to 58.53% and there are plans to issue equity shares and convertible warrants at Rs. 149.50 each at its EGM on 2nd May. Its 52-week high is Rs. 194. Add. Maruti is on the move with super results & expansion with internal accruals. This blue chip has still not got adequate attention. Nath Bio Genes trades at a PE of just 9x vs industry average PE of 30x. Last year, revenue rose to an all-time high, its new product launches are expected to further boost the bottom line in FY25. Buy for 40 % returns within a year. Market experts see Raipur-based MSP Steel as a value opportunity at Rs. 27 with potential for at least a twofold increase.

Smallcap boom is back! FIIs, mutual funds team up to shop at 200 such counters https://economictimes.indiatimes.com/markets/stocks/news/smallcap-boom-is-back-fiis-mutual-funds-team-up-to-shop-at-200-such-counters/articleshow/109612655.cms

MONEY TIMES TALK APRIL 20, 2024 ABM Knowledgeware offers smart city solutions, information security, cyber security, smart water management, SAP practice, etc. It has a huge order book. Promoters hold 67% stake and it trades at a P/E of 17x. Buy for decent gains. MK Ventures promoted by renowned investor, Madhusudan Kela, who is known for giving 100x returns in his fund. It is expected to become a big player in the field of managing money and investments. Add. In our 6th Apr MTTs, Mindteck (India) recommended at Rs.214 touched Rs.320, a gain of 50% just in 9 working days in a highly negative market. Artefact Projects has huge orders for six years having bagged Rs.5.50 cr. order from NHAI. It pre-paid it debt of Rs.5 cr. and trades at a P/E of 8x and P/B of 0.86x even as its Q3 NP grew 60% and 9M NP rose 53%. Buy for hefty gains. NSE listed Steel City Securities is almost debt-free and trades at a P/E of 12x. It pays dividends regularly. Promoters have raised their stake by 7.27%. The booming stock markets augur well for its future. In March 2024, it decided to expand its e-Governance business and is likely to cross its 52-week high of Rs.95. Buy for hefty gains. Debt-free Denis Chem produces sterile intravenous injectables and is available at very attractive valuations. It has a dividend yield of 3% and M.Cap/sales of 0.55x. It posted Q3 EPS of Rs 2.31 from Rs 1.32 YoY. Varun Daga holds 11.5% and FII’s hold 20.74%. Add. Tata Power receives LoI for Rs. 838 cr. Jalpura Khurja power transmission project. The SPV project to be developed on a build-own-operate-transfer basis for a 35-year service. A big positive. Add. Hindustan Aeronautics secured Rs. 65,000 crore tender for 97 LCA Tejas Mk1A with 65% indigenization components. A strong buy for good gains.

MONEY TIMES TALK APRIL 13, 2024 Asset Rich, Hariyana Ship Breakers posted an EPS of Rs.10.8 in the last 6 months and trades at a P/E of just 6x & P/B of 0.5x. It is a big beneficiary of the metal upcycle and the scrapping policy. It has BV of Rs 234 & huge reserves of Rs.135 cr. Promoters hold 75% stake. Buy for hefty gains. NSE listed Steel City Securities operates in the booming broking and e-Governance field. It trades at a P/E of 12x and pays hefty dividends regularly. Promoters have raised their stake by 7.27%. The booming stock markets augurs well for its future. Buy for decent gains. Artefact Projects has huge orders for six years having bagged Rs.5.50 cr. order from NHAI. It pre-paid it debt of Rs.5 cr. and trades at a P/E of 8x and P/B of 0.86x even as its Q3 NP grew 60% and 9M NP rose 53%. Buy for hefty gains. Almost debt-free, Jai Corp may be a potential multi-bagger. It has huge land parcel of 3000 acres near Navi Mumbai airport apart from other business verticals of Manufacturing, SEZ, Venture Capital, Real Estate. Promoters hold 70% stake. Further, big breakout is visible on the charts. Add. PVR Inox opened nine screen multiplexes at Forum Mall in Kochi, Kerala and launched 14-screen megaplex at Phoenix Mall of Asia, Bengaluru. A big positive. Add. GAIL posted 717% higher Q3 EPS of Rs.4.9 and 49% higher 9M EPS of Rs.11.3, which may lead to FY24 EPS of Rs.17+. Buy for 20% gains.

MONEY TIMES TALK APRIL 06, 2024 Vibrant Global (VGCL) posted H1 EPS of Rs 17.5 and trades at a P/E of 4x. Promoters hold 71.3% and fund manager, Siddharth Bhaiya, holds 22.64%. It is available at attractive valuations. Add for multi-bagger gains. GKB Opthalmics manufactures ophthalmic lenses and has an excellent brand presence. It is a beneficiary of anti-dumping duty imposed on lenses and thus, it is expanding its capacity from 24000 lenses per day to 40000 from internal accruals. Add for good gains. MindTeck (India) is a debt-free and dividend paying MNC that provides various emerging technologies including software for semiconductors. Its 52-week high is Rs.279. It is a potential re-rating candidate. Buy. Debt-free Denis Chem produces sterile intravenous injectables is trading at very attractive valuations. It has a dividend yield of 3% and M.Cap/sales of 0.55x. It posted Q3 EPS of Rs 2.31 from Rs 1.32 YoY. Varun Daga holds 11.5% and FIIs hold 20.74%. Add. WS Industries Q3 NP grew 135% to Rs.13.91 cr. from Rs.5.92 cr. YoY and posted 9M NP of Rs.30.31 cr. from Rs.20.04 cr. YoY. It has a ROE of 64%. It plans to raise funds by equity and convertible warrants. It has a 52-week high of Rs.194. Buy for hefty gains. Divestment candidate, Bank of Maharashtra has been reporting higher profits for the last few quarters. As per market grapevine, it may reach Rs.100 in the medium term. Add. BSE has been reporting strong performance in equity cash, equity derivatives & mutual fund distribution segment considering the rising stock market participation in India. Add.