Credit growth has to pick up so RBI should cut rates in its next policy
on 7th April 2015.This will be a good trigger for the market . PPF rates
unchanged at 8.7% so RBI should cut rates by 50 bps in this financial
year . FIIs and DIIs are buying specific stocks .
NOTE : THIS IS MY PERSONAL VIEW .
READY TO :
GULSHAN POLYPOLS LTD .
Currently closed around 332 levels . Buy this gem for Mid-term and see the move !!
400 levels coming soon !
HINDUSTAN CONSTRUCTION COMPANY LTD .
Currently trading at 32.40 levels . Buy it and forget for 6 months . Huge upmove to come in coming months .
WHY HCC ??
NHAI has awarded 3 BOT projects and awarded 3000 km projects in FY15 .
HCC has over Rs.19000 cr order book and will hugely benefit from NHAI
orders .
Lavasa Corp valuations is Rs.35 per share as HCC has over 68% stake in
Lavasa Corp . Once the Lavasa IPO hits the market HCC will zoom.
BUY AND STAY INVESTED ... NOTHING ELSE
PROZONE INTU PROPERTIES LTD
A HIGH CONVICTION BET .
Company overview :
Prozone Intu properties is a joint venture between Provogue India and Intu Properties Ltd to create world class shopping centers and associated mixed use of developments across the country .
Business Overview :
In the first phase of development ,the company has identified 6 projects all based in upcoming tier -II cities of the country including Aurangabad , Coimbatore , Nagpur , Indore and Mysore.
NOTE : LAND BANK IS FULLY PAID .
OUTLOOK :
Ace Investor Mr.Rakesh JhunJhunwala owns 2.0% . Sandeep Raheja of Raheja constructions who owns Inorbit mall owns little less than 3.0% . SBI MAGNUM BALANCED FUND has consistently stake for the last 4 quarters .
The company also has international investors like Triangle Fund , LTG , etc .
I expect Prozone Intu to give 80-100% returns in the next 12 months . Currently trading around 26.10
DHAMPUR SUGAR MILLS LTD .
Clearly warned on 20th Jan 2015 ..... not to hold or buy this scrip . FROM 43.50 TO 35 in 2 months !!!
ALMOST 20% FALL IN COUPLE OF MONTHS ....
BIOCON LTD .
Currently trading at 455 levels ... All visitors please buy this and hold it for short term !!
Will see ACTION in coming days !!
COLGATE - PALMOLIVE INDIA LTD .
Currently closed at 2067 ..... Buy and hold ... Scrip will cross 2200 shortly !!
