Q4 - Results Based Stocks for Short/Medium Term

Hello,
           The Idea Here is, Below are the stocks which have given good results and can be turnaround for Short/Medium Term.

No Order of Preference:

1. National Steel and Agro ( 23.55 ) - Company with annually 4000cr sales, mcap 100cr, CMP 23.55, Book Value - 78, Now its a time for stock to Turnaround - Total debt on reduce 75cr in F717, ( i.e 10% of total debt ) So interest for FY18 will be less by 10% ( i.e apx 15cr addition to Bottomline )

2. Sumeet Industries ( 33.7 ) - Annual Sales - 1200cr, mcap - 200cr, book value - 50, Performing Consisstently for all four quarters of FY17, Q4 profit was little less due to Higher Interest Cost, But Going forward, that will be like other quarters. Stock to watch out for FY18

3. Eldeco Housing ( 700 ) - Superb Q4 Numbers, Growing Real Estate Company CMP 700

4. Sugar Sector - Sir Shadi Lal - CMP 123

5. Paper Sector - NR Agarwal - CMP 284

Thanks.

Disclaimer: This Blog, its owner, creator / contributor is not a research analyst and expressing opinion only as an individual investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information. All information in this blog is posted for personal study, All information posted on blog is as available in public domain.

Pincon Spirits

High Spirited Growth - Pincon Spirits

CMP - 72.5
MCAP - 375 apx.
FY17 Sales - 1420cr Apx.
Annual EPS - apx 10
PE - apx 7

IMFL Liquar Story, Growing Nicely over last four years - fy14 sales 382cr, fy15 600cr, fy16 950cr and now fy17 1420cr sales...At same time, IMFL market share has increase tremendosly, Big name in IMFL Market, Big Presence in Bengal.

Disclaimer: This Blog, its owner, creator / contributor is not a research analyst and expressing opinion only as an individual investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information. All information in this blog is posted for personal study, All information posted on blog is as available in public domain.

Maithan Alloys

 Maithan Alloy Declared Q4 Result today, and Boy,,,what a result it is:

Sales - 474cr VS 318 QOQ vs 518 YOY
EBITA - 138cr vs 74cr vs 62cr
PAT - 102cr vs 68cr vs 46cr

Quarter EPS alone - 35, FY 17 EPS - 65, Second half FY17 EPS - apx 57, So it the Ferro Alloy Prices remains same for coming quarter, FY 18 it can post EPS of Min..100, Giving Fair 10 PE - Price Comes 1000, 15 PE - 1500 and So on...Looks Really Interseting....More than 70% - Holding By Promotors, Negligible Debt on Books...All in all..Stock to watch in coming months...CMP 515

Disclaimer: This Blog, its owner, creator / contributor is not a research analyst and expressing opinion only as an individual investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information. All information in this blog is posted for personal study, All information posted on blog is as available in public domain.

Ujaas Energy

A Stock i am buying in Small-Small Quantity over last one year from 25 till 40rs..Recently...

A Real GEM this is, Growing Superbly Because of Government Push and Big Targets for Renewable energy till 2020, and think it will continue to do so in future too..

On Performance Front:

12months TTM Sales - 480 CR
PAT - 40CR
MCAP - 700Cr Apx..
PE -17
Debt - 100cr
CMP - 35

So, on most of Parameters look Fairly Valued, then whats a Reason for Buying this for Short Term:

1. Results Expectation - 9months trailing Sales is around 310cr,  On Nov 1,2016, Anurag Mundra, Joint MD, to CNBC had said, they are targeting 80MW in FY2017 and around 500cr Top line for FY2017,  Again when asked on 27th March, He re-reiterated, Numbers will be similar to what we had indicated earlier and 80MW will be achieved, Usually 1MW gives revenue of 7cr apx..giving 80MW * 7Cr = 560Cr....Being on Safer side, assume ujaas manages to post 530CR in Fy2017, then Q4 Should be around 220Cr or so, margins usually remains same, say around 17%, if we calculate PAT - it can come in the range of 20cr..or so giving Q4 EPS of apx.1 and annualized around 2.75 giving it 17-18PE..Price comes around 50...

2. During Recent times - Promotors sold there some stake in order to raise money for Further Bidding on Big Projects in JV Projects, news around Bidding can come soon, and this Projects are huge according to MD Mundra, 100-150 MW, apx.1000cr order, if they win..

Long term no doubt Ujaas is Great, but i have bought for Short Term...

Disclaimer: This Blog, its owner, creator / contributor is not a research analyst and expressing opinion only as an individual investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information. All information in this blog is posted for personal study, All information posted on blog is as available in public domain.

My First Post

Hello All,
                My Self a Investor/Short Term Trader, Been in Market from almost 9 Years, Seen Quite UP's and Down's Throughout My Journey So far...
                As we are in Great Bull Run from 2014 to Till Date, Many Stocks doubled/Trippled/ Even some were 10 Baggers, Some i was able to Ride,Some i missed..But People with whom i shared my knowledge or My Reasoning, Helped them to ride with me...And thats what i am in for, I believe in LEARN and SHARE Concept...Karma Comes back to You..:-)

Your New Well wisher,
Short-Term Funda Guy.

Disclaimer: This Blog, its owner, creator / contributor is not a research analyst and expressing opinion only as an individual investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information. All information in this blog is posted for personal study, All information posted on blog is as available in public domain.