SP Tulsian of sptulsian.com joins CNBC-TV18 I won’t be extending that same view here because Sterlite is largely deriving its topline and bottomline from the 64% stake they are holding in Hindustan Zinc . If you take a call on Hindustan Zinc, all is positive, whether you talk of zinc, lead or even silver, which [...]
Birla SunLife Dividend Yield Plus
MOSt Mutual (Mid-Cap) – 1st April 2011 Scheme Objective It aims to generate returns by investing in high dividend paying companies. It would aim to build a portfolio that provides high dividend yield, substantial capital protection and a strong possibility of capital gains. Scheme Analysis Being the first scheme to foray into dividend yield space, [...]
Fidelity Equity Fund
Large Cap. – MOSt Fund – 1st April 2011 Scheme Objective It aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities by following the ‘bottom-up’ approach. Fidelity Equity has no size bias, no sector bias, no trend bias and no recent performance bias. It aims to spread investments [...]
Tecpro Systems
Tecpro Systems designs, engineers, manufactures, sells, commissions and services a range of systems and equipment for the core infrastructure related sectors like power, steel, cement and other industries. The company has taken up turnkey BoP contracts in the thermal power generation sector. Key Investment Arguments: Good revenue visibility and order prospects: WIth order backog of [...]
Deepak Fertilizers
Fertilizers – MID CAP – 1st April 2011 Deepak Fertilizers and Chemicals Ltd as the name suggests is engaged in the manufacture and sale of Methanol, Nitric Acid, Iso Propyl Alcohol, Technical Ammonium Nitrate and Nitro-Phosphate and Sulphur Bentonite fertilisers. It also offers a basket of outsourced specialty fertilizers. Recent developments The company is looking [...]
Bajaj Corp
FMCG – 1st April 2011 Bajaj Corp is 85% owned by Shishir Bajaj Group through a holding company called Bajaj Consumer Care Limited. It is engaged in manufacturing, distributing and retailing of hair oil brands like Brahmi Amla, Amla Shikakai etc. It reaches 1.74 million outlets through its ~5500 distributors and ~10000 wholesalers. It has [...]
Power Grid
Utilities – 1st April 2011 Power Grid is a central transmission utility (CTU) with a mininavratna status. It owns and operates most of India’s interstate and inter-regional power transmission systems. The government has identified it as a nodal agency to set up inter-regional transmission capacity in India. Capacity as at March 2010 was 22,400MW. It [...]
Hindalco
Metals -1st April 2011 Hindalco is the largest aluminum producer in India, with captive bauxite mines sourcing ~67% requirement for its 1.5mtpa alumina refinery. Along with a 0.54mtpa smelting capacity, it is also the largest maker of flat rolled aluminium products in India. Its copper smelting capacity of 500ktpa is the largest in Asia. Recent [...]
Mahindra Satyam – Large Cap – Maintain – Buy
Company Information Mahindra Satyam is a leading global business and information technology services company with delivery centers in the US, Canada, Brazil, UK, Hungary, Egypt, UAE, India, China, Malaysia, Singapore and Australia. It has a Part of US $ 6.3 bn in Mahindra Group and Tech Mahindra has a ~ 43% stake in satyam. Superiorities [...]
Tata Motors – Large Cap – Maintain Outperformer
Company Information Tata Motors Limited is India’s largest automaker which has also operations in UK, South Korea, Thailand and Spain through subsidiaries and associates. Major among them are Jaguar Land Rover (UK) (JLR). It is India’s market leader in commercial vehicles and second largest in passenger vehicles. It is also the world’s fourth largest truck [...]