angel top picks - 08.10.10

Upload: rajasekar176

Post on 06-Apr-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/3/2019 Angel Top Picks - 08.10.10

    1/2

    India Research

    1October 8, 2010

    Sensex: 20250 Nifty: 6103

    ANGEL TOP PICKS

    Sr. No Name of Company Market Cap Strategy CMP Target % Upside Div Yield%

    (Rs. Cr) Return

    Agro Cem/ Agro Food Processing/ Fertilizers

    1 United Phosphorus Ltd. 8,017 BUY 182 228 25 1.1

    Auto Ancillaries

    2 Amara Raja Batteries 1,842 BUY 214 261 22 1.4

    3 Ceat Ltd. 584 BUY 171 225 32 2.3

    4 JK Tyre & Inds. Ltd. 748 BUY 182 237 30 1.9

    5 Subros Ltd. 301 BUY 50 60 20 1.4

    Banking & Financial Services

    6 ICICI Bank Ltd. 129,380 BUY 1,127 1,350 20 1.1

    Capital Goods

    7 Graphite India Ltd. 1,817 BUY 93 117 26 3.8

    8 Jyoti Structures Ltd. 1,184 BUY 144 215 49 0.7

    9 KEC International Ltd. 2,624 BUY 510 648 27 1.2

    10 Mcnally Bharat Engg. Company Ltd. 853 BUY 274 406 48 0.5

    Cement

    11 India Cements Ltd. 3,649 BUY 119 139 17 1.7

    12 JK Lakshmi Cement Ltd. 786 BUY 64 92 43 3.9

    13 Kesoram Industries Ltd. 1,370 BUY 315 437 39 1.8

    14 Madras Cements Ltd. 2,809 BUY 119 139 17 1.7

    Hotels

    15 Taj GVK Hotels & Resorts Ltd. 1,038 BUY 166 240 45 1.2

    Infrastructure

    16 IVRCL Infrastructures & Projects Ltd. 4,331 BUY 162 216 33 0.5

    17 Jaiprakash Associates Ltd. 28,058 BUY 132 178 35 0.7

    18 Madhucon Projects Ltd. 1,102 BUY 149 174 17 0.3

    19 Nagarjuna Construction Company Ltd. 3,898 BUY 152 201 32 0.9

    20 Patel Engineering Ltd. 2,716 BUY 389 565 45 0.5

    21 Punj Lloyd Ltd. 4,385 BUY 132 156 18 0.1

    22 Simplex Infrastructures Ltd. 2,413 BUY 488 573 17 0.4

    Information Technology

    23 3I Infotech Ltd. 1,189 BUY 62 100 61 2.4

    24 Educomp Solutions Ltd. 5,998 BUY 628 734 17 0.4

    25 Infotech Enterprises Ltd. 1,837 BUY 165 192 16 1.2

    26 Mphasis Ltd. 13,864 BUY 660 872 32 0.5

    27 NIIT Ltd. 1,087 BUY 66 83 26 2.1

    28 Tech Mahindra Ltd. 9,630 BUY 766 942 23 0.5

    Logistics

    29 Allcargo Global Logistics Ltd. 2,075 BUY 159 195 23 0.6

  • 8/3/2019 Angel Top Picks - 08.10.10

    2/2

    India Research

    2October 8, 2010

    Sr. No Name of Company Market Cap Strategy CMP Target % Upside Div Yield%

    (Rs. Cr) Return

    Media

    30 Deccan Chronicle Holdings Ltd. 3,306 BUY 136 193 42 2.2

    31 PVR Ltd. 445 BUY 173 226 30 0.6

    Metals

    32 Electrosteel Castings Ltd. 1,528 BUY 47 72 54 2.7

    33 Godawari Power & Ispat Ltd. 599 BUY 213 313 47 1.2

    34 Prakash Industries Ltd. 2,048 BUY 165 232 41 0.0

    35 Surya Roshni 315 BUY 113 143 26 1.8

    Oil & Gas

    36 Reliance Industries Ltd. 343,005 BUY 1,048 1,260 20 0.6

    37 Shiv-Vani Oil & Gas Exploration Services Ltd. 2,139 BUY 461 539 17 0.2

    Pharmaceuticals

    38 Alembic Ltd. 822 BUY 62 74 20 0.8

    39 Dishman Pharmaceuticals & Chemicals Ltd. 1,478 BUY 183 279 52 0.7

    40 Indoco Remedies Ltd. 536 BUY 437 541 24 1.6

    Power

    41 CESC Ltd. 4,944 BUY 396 470 19 1.0

    42 Gujarat Industries Power Company Ltd. 1,744 BUY 115 135 17 2.2

    Real Estate

    43 Anant Raj Inds. Ltd. 4,398 BUY 149 178 19 0.4

    Shipping

    44 Great Eastern Shipping Company Ltd. 4,928 BUY 324 396 22 2.5

    Miscellaneous

    45 Blue Star Ltd. 4,292 BUY 477 589 23 1.7

    46 Essel Propack Ltd. 750 BUY 48 58 21 0.8

    47 Finolex Cables Ltd. 897 BUY 59 85 45 1.0

    48 Greenply Industries 446 BUY 202 291 44 0.7

    49 Phillips Carbon Black Ltd. 723 BUY 218 270 24 2.3

    ANGEL TOP PICKS

    Call us on (91) (022) 39527000 Ext. 105/146/124 or e-mail us on [email protected]

    Research & Investment Advisory :

    B-wing, 5th Floor, Acme Plaza, M.V. Road, Andheri (E), Mumbai 400 059.

    Note:

    1)The investment horizon is for 12 months.

    2)Dividend yield is calculated taking figures from the dividends paid by the companies in the latest financial year.

    Disclaimer: Ours is an advisory role. The final decision and consequences based on our information is solely yours. Moreover, in keeping with regulatoryguidelines, we do not guarantee any returns on investments. Prospective investors and others are cautioned that any forward-looking statements are not

    predictions and may be subject to change without notice.