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MONEY TIMES TALK - MARCH 2, 2024 Debt-free Denis Chem Lab produces sterlite intravenous injectables. Its stock is available at attractive valuations with a dividend yield of 3%, M.Cap/sales ratio of just 0.55x. It notched 75% higher Q3 EPS of Rs. 2.31 from Rs.1.32 YoY. Buy for multi-bagger gains. Softsol India is into artificial intelligence, machine learning, big data analytics and cloud computing. Promoters hold 73.5% and HNIs hold 23% stake. It notched an EPS of Rs.8.25 in Q3 and is a re-rating candidate. Add. Rudra Global Infra hit a new 52-week high of Rs.49.30 on 2nd March with volumes. It manufactures TMT Bars and launched ‘Rudra Inframart’ a construction super market. For 9M, its PAT rose 44% to Rs.13.94 cr. while its sales grew 33%. It trades at a P/E ratio of just 23x. Add. Man Industries has big expansion plans on hand. It is debt-free and has extremely bullish prospects going ahead. Accumulate. Automobiles are revving up and Maruti is the dominant player with pan-India distribution and super after sales services. Add. Coal India continues its production uptick. This cash rich and under-valued counter deserves a place in every portfolio. Add. L&T is getting into super Hi-Tech apart from its great capabilities in infra. It is not expensive even now. Add.

MONEY TIMES TALK - FEBRUARY 24, 2024 Sinclair Hotel issued 1:1 bonus shares. It has surplus cash and 9 iconic hotels at beautiful locations. Its Q3 EBIDTA rose 23.90%. It plans expansion in Rajasthan and Himachal Pradesh. Keep track. ABC India is a full-service logistics provider company. It trades at a P/E of just 19x and MCap/ Sales of just 0.3x, It notched FY23 EPS of Rs.7.86. The promoters hold 65% and HNIs hold 7.5% stake. Add for multi-bagger gains. Competent Auto posted Q3 EPS of Rs.12.26 and 9M EPS of Rs.29.21. With its market cap of just Rs.302 cr. It trades at a P/E of 10x and P/B of 0.91x; and a BV of Rs.521. Recently, it purchased property worth Rs.14 cr. at Dultabad, Haryana and will shortly be listed on the NSE. Add. Nath Bio Genes trades at a P/E of just 10x against the industry average of 30x. Its FY23 revenue grew on the back of new products and bottom-line and is expected to grow further by FY25. Buy for 30% gains. Himatsingka Seide posted 9M NP of Rs.89.09 cr. as against loss of Rs.86.42 cr. YoY and expects a stable demand with an expanding global client base. It hopes to achieve revenue of Rs.1000 cr. over the next 5 years. Its BV is Rs.152 and its 52-week high is Rs.187. Add for 25% gains. In the logistics space, Patel Integrated Logistics Q3 revenue grew 25.6% YoY and NP rose 27.35% YoY. It is poised for strong re-rating. Buy. Brigade Enterprises signs a Joint Development Agreement with PVP Ventures to develop a 2.5 million sq. ft. high-rise residential project. Buy.

MONEY TIMES TALK - FEBRUARY 10, 2024 ABC India is a full-service logistics provider that trades at a P/E of 19.5x, MCap: Sales ratio of 0.3x and notched FY23 EPS of Rs.7.86. Promoters hold 65% and HNIs hold 7.5% stake. Buy for multi-bagger gains. Thakkers Developers a real estate player in Nasik with huge land bank and many residential and commercial projects. Almost debt-free, it notched FY23 EPS of Rs.18.8 and is available at a M.Cap of just Rs.185 cr. compared to its assets. Add. Good times for the cement industry have started. Investors may consider Sagar Cement which is available at attractive valuations. Add. HCC Q3FY24 NP rose 187% to Rs.68.05 cr. and consolidated NP came in at Rs.233 cr. Keep it on your radar.

MONEY TIMES TALK - FEBRUARY 3,2024. National Plastic Industries trades at a P/E of 14.58x and m.cap/sales of just 0.3x. It is a well-known brand in plastic furniture, artificial grass, gym flooring and synthetic surfaces. Its peer Prima Plastics has posted excellent results and rallied 40%. Buy for hefty gains. Cravatex notched Q2 EPS of Rs.12 and has sold off its loss-making Indian subsidiary. Its posted a turnaround and if its sales touch the pre Covid-19 levels then this can be a multi-bagger. Add. Uravi T & Wedge Lamps plans to develop on board and off board EV chargers to capture 25% market share by FY25. Its Q2FY24 NP grew 61% YoY and H2FY24 may be much better. The promoters hold 73% and HNIs hold 13.81% stake. Add. Charging of EVs presents entrepreneurial opportunities to a large number of vendors and unemployed youth as presented in the interim budget. This makes Tata Power a good buy.

In its policy statement today, the Fed completely stripped out language that previously left room for rate hikes. Officials last raised rates in July 2023 and expect to cut rates sometime this year, with the median expecting three rate cuts. https://finance.yahoo.com/news/federal-reserve-leaves-interest-rates-unchanged-tempers-expectations-on-rate-cuts-ahead-190255912.html

MONEY TIMES TALK - JANUARY 21, 2024 Dhanalaxmi Roto is a dividend paying debt free company available at a P/E of 6x and M.Cap/sales of 0.14x. It notched 180% higher H1FY24 EPS of Rs.15. It has ROE of 21%, ROA of 12.2% and ROCE of 29.5%. It is a re-rating candidate. Add for multi-bagger gains. Peninsula Land stock price is expected to move up due to rising demand for its properties. Add for the long term. Morden Terry Towels a division of Modern Insulators, is an export giant. The stock shows signs of a breakout. Risk bearing investors may add. Vakrangee has acquired 8.8% and 48.05% stake in Vortex Engineering Pvt. Ltd. and Vakrangee Associates with Next devices Pvt. Ltd. to sell VIVO smartphones across its network. It is likely to cross its 52-week high of Rs.26. Add for 30% gains.