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🏦 *TOWER TALK* 🏦
_May 20 - May 26, 2019_
1. 🏭 *CEAT*’s underperformance may be attributed to the aggressive marketing by its competitors and new entrants in the two-wheeler tyre segment. It may be prudent to SELL now and BUY later.
2. 💸 *Punjab National Bank (PNB)* is coming out of the mess. With PNB Housing Finance outperforming the market, it may be a good idea to ACCUMULATE PNB.
3. ⚗ With almost double the profits for FY19 and a huge dividend, *Vinati Organics* is an excellent long-term BUY.
4. 🧪 *SRF* posted 54% higher PAT on 28% higher sales for Q4FY19. With improving fundamentals, its future looks bright. BUY.
5. ☕ Tata Chemicals plans to transfer its consumer products business to *Tata Global Beverages (TGBL)*. BUY TGBL.
6. 💡 *Torrent Power* posted 89% lower consolidated PAT for Q4FY19. Stay AWAY from this counter for some time.
7. ⚗ *National Peroxide*, which posted fantastic Q3 results, is likely to fare better in the next few quarters. BUY.
8. 💸 *Jammu & Kashmir Bank* reported a fourfold jump in Q4 PAT. A safe investment bet.
9. 💸 *Yes Bank* is likely to recover soon. ACCUMULATE in small quantities.
10. 💰 All the divisions of *L&T Finance Holdings* are doing well. An excellent BUY in the current volatile markets.
11. 🔖 *Polyplex Corporation* refuses to come down even amidst jittery market conditions. High earnings and a good dividend yield makes this company a safe INVESTMENT bet.
12 ⛽ *Linde India* is recovering probably on renewed hopes of a fresh buy back bid by the Board. A good speculative BUY.
13. 💸 *Union Bank* reported a loss of ₹3370 crore in Q4 mainly on account of higher provisioning. Stay AWAY from this counter.
14. 🦐 In spite of a stiff competition from global markets and margins under pressure, *Waterbase* posted fairly good results with an EPS of ₹7.45 and a higher dividend pay-out. With its hatchery division operational, the company is likely to fare better going forward. An attractive BUY.
15. 💸 *Central Bank*’s Q4 loss has widened to ₹2477 crore on account of higher provisioning. Stay AWAY from this counter.
16. 💉 *Dr. Reddy’s Laboratories* is confident that the launch of Daptomycin injection in USA will boost profitability. ACCUMULATE.
17. ⚗ *TGV SRAAC (formerly Sree Rayalaseema Alkalies & Allied Chemicals)* posted over 130% higher PAT for FY19. Its share price is bound to rise. BUY.
18. 🍕 *Jubilant FoodWorks (owner of Domino’s Pizza)* posted 9% higher PAT for Q4 in spite of some loss due to closure of some stores in Sri Lanka. BUY selectively.
19. 🧪 *SKF India*’s performance in Q4 and FY19 improved significantly. The company proposes to buy back up to 19,00,000 shares. A smaller equity capital and higher sales will boost its earnings further. BUY for the long term.
20. 🏭 *Kesoram Industries* witnessed a turnaround in Q4 with a net profit of ₹20.75 crore v/s a net loss of ₹158.17 crore in the previous corresponding quarter. Its future looks bright. BUY.
21. 🎛 Going by its expansion plans, *Pitti Engineering* is likely to notch an EPS of ₹8.5 for FY20. BUY for about 40% returns in the medium term.
22. 🖥 With a 21% jump in PAT, *Datamatics Global Services* posted an EPS of ₹12.6 for FY19. A reasonable P/E of 12x will take its share price to ₹150+.
23. 🚨 *Security & Intelligence Services* is likely to notch an EPS of ₹36 for FY20 v/s ₹29 in FY19. BUY for about 30% returns.
24. 🏭 *Eimco Elecon*, in which Sandvik Asia holds 25% stake, has posted an EPS of ₹40 for FY19. The stock has the potential to cross ₹600 in the medium term.
👁🗨 An Ahmedabad-based analyst recommends *Donear Industries*, *Fresh Trop Fruits*, *Hariyana Ship Breakers*, *Hind Rectifiers*, *ITL*, *IOL Chemicals & Pharmaceuticals*, *India Gelatine*, *Kilpest*, *Permanent Magnets*, *Pondy Oxides & Chemicals*, *Ruchira Papers*, *Rishiroop*, *Shilp Gravures* and *Virinchi*.
_May 20 - May 26, 2019_
1. 🏭 *CEAT*’s underperformance may be attributed to the aggressive marketing by its competitors and new entrants in the two-wheeler tyre segment. It may be prudent to SELL now and BUY later.
2. 💸 *Punjab National Bank (PNB)* is coming out of the mess. With PNB Housing Finance outperforming the market, it may be a good idea to ACCUMULATE PNB.
3. ⚗ With almost double the profits for FY19 and a huge dividend, *Vinati Organics* is an excellent long-term BUY.
4. 🧪 *SRF* posted 54% higher PAT on 28% higher sales for Q4FY19. With improving fundamentals, its future looks bright. BUY.
5. ☕ Tata Chemicals plans to transfer its consumer products business to *Tata Global Beverages (TGBL)*. BUY TGBL.
6. 💡 *Torrent Power* posted 89% lower consolidated PAT for Q4FY19. Stay AWAY from this counter for some time.
7. ⚗ *National Peroxide*, which posted fantastic Q3 results, is likely to fare better in the next few quarters. BUY.
8. 💸 *Jammu & Kashmir Bank* reported a fourfold jump in Q4 PAT. A safe investment bet.
9. 💸 *Yes Bank* is likely to recover soon. ACCUMULATE in small quantities.
10. 💰 All the divisions of *L&T Finance Holdings* are doing well. An excellent BUY in the current volatile markets.
11. 🔖 *Polyplex Corporation* refuses to come down even amidst jittery market conditions. High earnings and a good dividend yield makes this company a safe INVESTMENT bet.
12 ⛽ *Linde India* is recovering probably on renewed hopes of a fresh buy back bid by the Board. A good speculative BUY.
13. 💸 *Union Bank* reported a loss of ₹3370 crore in Q4 mainly on account of higher provisioning. Stay AWAY from this counter.
14. 🦐 In spite of a stiff competition from global markets and margins under pressure, *Waterbase* posted fairly good results with an EPS of ₹7.45 and a higher dividend pay-out. With its hatchery division operational, the company is likely to fare better going forward. An attractive BUY.
15. 💸 *Central Bank*’s Q4 loss has widened to ₹2477 crore on account of higher provisioning. Stay AWAY from this counter.
16. 💉 *Dr. Reddy’s Laboratories* is confident that the launch of Daptomycin injection in USA will boost profitability. ACCUMULATE.
17. ⚗ *TGV SRAAC (formerly Sree Rayalaseema Alkalies & Allied Chemicals)* posted over 130% higher PAT for FY19. Its share price is bound to rise. BUY.
18. 🍕 *Jubilant FoodWorks (owner of Domino’s Pizza)* posted 9% higher PAT for Q4 in spite of some loss due to closure of some stores in Sri Lanka. BUY selectively.
19. 🧪 *SKF India*’s performance in Q4 and FY19 improved significantly. The company proposes to buy back up to 19,00,000 shares. A smaller equity capital and higher sales will boost its earnings further. BUY for the long term.
20. 🏭 *Kesoram Industries* witnessed a turnaround in Q4 with a net profit of ₹20.75 crore v/s a net loss of ₹158.17 crore in the previous corresponding quarter. Its future looks bright. BUY.
21. 🎛 Going by its expansion plans, *Pitti Engineering* is likely to notch an EPS of ₹8.5 for FY20. BUY for about 40% returns in the medium term.
22. 🖥 With a 21% jump in PAT, *Datamatics Global Services* posted an EPS of ₹12.6 for FY19. A reasonable P/E of 12x will take its share price to ₹150+.
23. 🚨 *Security & Intelligence Services* is likely to notch an EPS of ₹36 for FY20 v/s ₹29 in FY19. BUY for about 30% returns.
24. 🏭 *Eimco Elecon*, in which Sandvik Asia holds 25% stake, has posted an EPS of ₹40 for FY19. The stock has the potential to cross ₹600 in the medium term.
👁🗨 An Ahmedabad-based analyst recommends *Donear Industries*, *Fresh Trop Fruits*, *Hariyana Ship Breakers*, *Hind Rectifiers*, *ITL*, *IOL Chemicals & Pharmaceuticals*, *India Gelatine*, *Kilpest*, *Permanent Magnets*, *Pondy Oxides & Chemicals*, *Ruchira Papers*, *Rishiroop*, *Shilp Gravures* and *Virinchi*.