Value stock picks

When the times are tough the good gets the same treatment as the bad and worse. Sensible people fail to distinguish between great opportunities and bad investments.
The sentiment in the stock market is a curious thing. It colors all the stocks with the same hue when the sentiment is negative and on a positive run even penny stocks look like value buys.

The global meltdown, both on the domestic front and globally, has led to a sharp decline in stock prices across the board in the last one year. Many stocks are quoting below their book values. Book value of a stock reflects the intrinsic value of the company and the stock. Many such stocks offer a great investment opportunity. Good companies are capable of delivering consistent performance even under tough conditions. Such value stocks will be the first to bounce back when the stock market sentiment improves.

Here are some of the value picks in the Indian Stock Market in the current scenario:

Bartronics BEML, Gateway Distriparks, IVRCLSimplex Infra, Tanlas Solutions, Tata Chemicals

Some other stocks which make a good buy at their current prices include Amtek India, Bharati Shipyard, EMCO, ICSA (India), Mah Lifespace, Mcleod Russel, MIC Electronics, Nagarjuna Cons. , Patel Engg., PTC India, Rolta India, Sanghvi Movers, Sasken Comm.

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Value stock picks>>>>>>>>

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Sector and Stock Picks- Agriculture

In India more than 65 per cent or 13.5 crore households live in rural areas. A large population also means a lot of opportunities for companies serving the needs of these individuals. India has a lot of untapped business opportunities in the vast rural domain. For instance, the Indian wireless business has grown the fastest in the world, thanks partly to low penetration levels in the country. Even after many years of high growth, the mobile penetration is still low at less than10 per cent in rural India, thus reflecting the untapped potential.

Over the last one decade (FY 1998-2008), India’s per capita income has more than doubled from $418 to over $1,000. On an average, the per capita income in rural India has grown by 4 per cent annually—or by 50 per cent in ten years. Among key reasons for the latter are the rising commodity prices (Minimum Support Price; MSP for crops), better resource utilization, improving productivity and higher production.

Which are the companies which will directly benefit from the prosperity in the rural sector? Read more to learn about stocks and companies which will grow with rural economic growth.Stocks discussed-Bharti Airtel, State Bank of India, Rallis, Jain Irrigation, Chambal Ferilizer, Hero Honda, Hindustan Unilever.

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Value stock picks of the week

The Indian stock market is following the global trend and is down in the dumps. Stock market investors are too afraid to invest their hard earned money at the current levels amidst the global financial turmoil.

According to the tried and tested wisdom of stock market history such times offer great opportunities to long term investors. Many stocks of fundamentally sound companies are trading at attractive values. These stock picks make a great value buy at current levels.

The stock market is throwing up many value buying opportunities for long term stock investors. We regularly update you on stock picks where you can begin investing your money in small amounts. There is no guarantee that the stock market will not test its bottom again and you might find even cheaper valuations for these stocks. No one can predict and time the stock market bottom and these are a once in life time stock investing opportunities

Some of the stocks discussed are Hind Lever, Tata Power, Bharat Electronics, Allcargo Global, amongst other stocks.

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Stanchart rates Ultratech as performer

Stock market analysis and stock picks from Stockinvest.in

Ultratech Cement has been trading at a P/E of 5.0 times and 5.8 times its FY09E and FY10E EPS at Rs 74.4 per share and 65.1 per share respectively. However, on an EV/Tonne basis Ultratech Cement has been trading at an EV/Tonne of $68.9, which is at a discount to its replacement cost. Considering the current macro economic factors which whereby the demand is expected to slowdown to 7-8 per cent compared to 9-10 per cent in the past 2 years coupled with commissioning of major green field capacities by the industry player over the next 6 - 9 months we expect cement prices to remain subdued.

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List of promoters buying their own stock

Stock market investors must take a look at those stocks where the promoters are increasing their stake by buying shares in the present stock market down turn. Here is a list of companies where promoters have increased their equity holding recently

Indian stock markets have been in a continuous slide since the beginning of 2008. This has left most retail and institutional investors in jitters. Stock market investors do not seem to have the nerve any longer to invest in stocks.

Stock valuations in certain sectors and companies have become really mouth watering. The promoters of Indian companies have used the recent downswing in stock prices as an opportunity to buy shares of their companies cheaply to enhance their holdings in the company. The stock prices of many companies are ruling at a value of less than one-fourth of their peak in January.

The shareholding pattern for the quarter ending September 2008 shows that in several companies, promoters have raised their stakes substantially. Even though it is hard to find big names, several promoters of mid and small-cap companies have hiked their stakes ranging from 1-20% during the September quarter compared with the previous quarter.

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Hot Stock Picks from Stockinvest.in

Hot Stock Picks from Stockinvest.in

Stock: HDFC Bank

Price Target: Rs 1087

Brokerage: Motilal Oswal Securities

Motilal Oswal Securities has recommend 'buy' on HDFC Bank stock for a target price at Rs 1,087. Motilal expects earnings CAGR of 32 per cent over FY08-10 on 23 per cent CAGR in assets (combining HDFC Bank with CBoP from FY08 itself). The stock trades at 3.1 times FY09E and 2.3 times FY10E BV, and 20.7 times FY09E and 16.5 times FY10E EPS.

Motilal expects RoA to remain high at 1.3-1.4 per cent, with RoE at over 16 per cent in FY10 and 18 per cent in FY11. Motilal estimates BV at Rs 347 per share for FY09 and at Rs 465 per share for FY10. The brokerage expects EPS to be Rs 53 in FY09 and Rs 66 in FY10.

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Edelweiss maintains a buy on Orbit Corp

Stock picks and hot stock market investing ideas from stockinvest.in

Orbit Corporation

Current market price: Rs 90.10

Brokerage: Edelweiss Securities

Orbit Corporation (Orbit) reported revenues of Rs 73.8 crore, down 9.8 per cent q-o-q and 24.3 per cent y-o-y, for Q2 FY09. The sequential decline was due to lower completion percentage at Orbit WTC and Orbit Eternia. Net profit for the quarter stood at Rs 13.7 crore, as against Rs 39.9 crore in Q2 FY08 and Rs 18.2 crore in Q1 FY09, a decline of 65.6 per cent and 24.8 per cent, respectively.

Three of Orbit’s projects are nearing completion and the company expects Rs 160 crore from customers of these projects by the end of CY08. This amount will be sufficient to fund its construction cost of Rs 100 crore for the year. Further, the company has six projects under construction aggregating 1.06 million square feet of saleable area.

These projects are highly monetisable, albeit at a right price and part sale at few of these projects can generate enough funds for the company to service its debt of Rs 180 crore, including interest cost of Rs 30 crore. The current property environment is adverse and prices are expected to drop, accompanied with lower volumes.

Consequently, the brokerage has revised down its revenue estimates to arrive at an average EPS of Rs 23.1 for FY09 and FY10. At Rs 91, the stock appears attractively priced at 0.5x FY10E book value. Maintain Buy.

Read about other stock market recommendations and hot stock picks and share market investing ideas from Stockinvest.in

Stocks discussed: Infosys, P & G, Axis Bank, L& T

Stocks to watch

Stock tips from stockinvest.in.

Keep and eye on these stocks as they have been in news recently for various reasons. Some of these companies can turn into good stock investments if their plans materialize. So keep an eye open for the investment ideas.

Stocks in News:Jet, McDowell, Ranbaxy, Pyramid Saimira

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Hot stock Picks

Hot stock picks and stock market investing ideas from Stockinvest.in

Advanta India
Read more>>>

Jubilant Organosys
Read more>>>

Gujarat NRE Coke
Read more>>>

Adhunik Metaliks
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Opto Circuits India
Read more>>>

Read the complete details about these stock investing ideas and also more hot stock picks from stockinvest.in

12 expert opinions on Indian stocks and share market

The Indian stock markets are crumbling in the face of global economic melt down. For the stock market investors who still have the courage to invest in stocks this could be the greatest opportunity to pick stocks which have fallen way below their true value.

This is what experts have to say about where the Indian stock market is headed and which stocks to buy in this stock market crash.

1. E Mathew, Director, Mathew Easow Fiscal Services, says that the move below 3,800 has certainly created tremendous amount of panic. “A lot of fundamental analysts are now following technicals. As one level breaks after the other, a sense of panic is creeping in, which in the long run may be good for the market and could lead to capitulation.”

He sees major support for the Nifty below 3,800 at 3,570-3,600. “It has to be said that important levels one after the other are getting violated. Nevertheless, I do feel the capitulation levels could take us somewhere close 3,570-3,600. In a way if a total sell-off takes place, it could be good for markets, so that the poison is totally cleaned out from the system.”

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Weekly hot stock picks

Weekly hot stock picks and share market investing ideas from Stockinvest. in

Weekly hot stock picks

6 October, 2008

STATE BANK OF INDIA


RESEARCH: MOTILAL OSWAL

RATING: BUY

CMP: Rs 1,481

Motilal Oswal maintains ‘buy’ rating on State Bank of India (SBI). The bank’s rural and agri-business unit comprises: (1) all the business done at its rural and semi-urban branches; and (2) agriculture business done at any branch. SBI has 7,100 branches in rural and semi-urban areas which account for ~70% of its total branch network strength.

Read the complete list of stock market investing ideas and hot stock picks from Stockinvest.in >>>>>>

Stock tips

Stock investing ideas from stockinvest.in

ICICI securities recommends Info Edge

ICICI Securities has recommneded Info Egde India with a price target of Rs 775 ..[more detail]

EMKAY global puts a buy on NIIT

According to Emkay Global Financial Services NIIT has a price target of Rs 132 ..[more detail]

Kotak recommends Ranbaxy

Kotak Securities has recommended a price target of Rs 423 on Ranbaxy despite the US FDA warning ..[more detail]

indian stock picks

This is the place for those people who like to invest in Indian stocks for short (1-2 months) medium ( one year)and long term. Stock ideas are given here after certain amount of research and followed up by me. Stock queries and their follow up from you is welcome and desirable.
Indian stock market is the place to be in these days and times for those who want to make money as the economy of the country is on the roll. This is the place to get together to identify and select sectors and companies which have bright future. More than that this is the place to be to stock pick before the rest of the market grasps the idea and takes the price of the stock through the roof. Most ideas in news and periodicals are thrown up after the idea has unfolded and the price already risen for retail/small investors to get in. The focus here is to identify ( with sound logic and information) stocks to make some profit.
If you really want a safe heaven for your investments then Fixed deposits in the banks are the place for you. Stock market investments are risky but at the same time there in no place where one can make as much profit. For anyone who has some sense of adventure and seeks a little gaming thrill with a fantastic opportunity to make money this is the place to be.
Small guys ( read retail investors) usually end up burning their hard earned money in the stock market. Two primary reasons for that are 1. They enter/buy the stock too late when its price has already shot up. 2. They never sell when the price has risen a bit and also keep clinging to the stock when it slides down. In other words they are governed by greed and fear like most of mortal beings in the stock market.
So keep track and you will find some bright ideas in this blog in times to come. Also check out the link at Stockinvest.in and indian-stock-picks-subscribe@yahoogroups.co.in