Stocks Worth Considering Now...

In keeping with SEBI guidelines, our MTTs which have consistently outperformed market expectations, will no longer feature target prices or recommendations to ‘BUY’ or ‘Add’. Readers must, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

As per market veteran 5 very important points to keep in mind:

1. Market Trends: The stock market is volatile in the short term but generally trends upward over time. Focus on investing in undervalued stocks—those trading below their intrinsic value—and ensure your portfolio is diversified across different asset classes to mitigate risk.

2. Patience: Be patient and avoid expecting quick profits. Investing requires time and effort and market fluctuations are normal. Avoid trying to time the market as predicting its movements is nearly impossible.

3. Research: Conduct thorough research before buying a stock, understanding both the company and its industry. Don’t hesitate to sell if a stock no longer aligns with your investment goals, whether to lock in profits or cut losses.

4. Moat & Management: A moat is an economic barrier that makes it difficult for competitors to enter a company market. Prioritize companies with a strong economic moat as they are better positioned for profitability and stability. Also, invest in firms with a competent and investor-friendly management team, essential for long-term growth.

As per a market veteran, failing to exit mid/small caps at the right time can erase your profits from the bull rally. Many midcaps and PSU stocks have dropped 25-40% nearly from their all-time highs. It’s wise to book partial profits at higher levels. Market euphoria may occur above Nifty 25,200/25,500. But September-October tends to be weak for the US markets and India might experience high volatility with stock-specific focus.

As per market veteran, F&O and options trading are suited only for experienced, high-net-worth traders. With higher STT and stricter SEBI rules coming in October, small investors should focus on undervalued, growth-oriented midcaps and microcaps.

At the 20-20 Plus: Investing Accelerator Summit 2024, held on August 23-24 in Goa, various speakers presented their insights on August 23rd (Day 1) on the following stocks:

1.Arvind Kothari/Niveshay : Indotech transformer. 2. Kumar Saurabh/Scientific investing : ADF Foods. 3. Rajiv Agarwal/Doordarshi investors: J&K Bank. 4. Ishmohit/SOIC : Deepak Fertiliser. 5. Vihang Naik : Mahanagar Gas. 6. Ekansh mittal/Katalyst Wealth : Repco Home Finance. 7. Ravi Jain : Wockhardt Ltd. 8. Puneet Khurana : CCL Products. 9. Rusmik Ozha/9 Rays : Poonawala Fincorp. 10. Lalit Rathi/LKR Advisors : Mahashtra Seamless. 11. Piyush Mehta/Caprize Investments: Krishca Strapping. 12. Vivek Mashrani : Privi Speciality. 13. Tariq Hussain/Invest Karo India : Eimco Elecon. 14. Jiten Parmar/Aurum Capital : HIL 15. Anuj Jain : DCX Systems. 16. Ashish Kela : DCB Bank.

This is not a Buy or Sell recommendation of these stocks.

As per astrology view some important turning dates are 26 & 30th August and 2, 6, 12 September 2024.

• Eco Recycling, leader in recycling electronic waste, recommended by Money Times periodically has hit the four-figure mark on the back of an excellent Q1FY25.
• In 21st October MTTs,Techno Electric given at Rs. 514 touched Rs.1800 during the week - a gain of 250%.
• In 4th November MTTs, Cosmic CRF given at Rs.263 touched Rs.2112 - a gain of 703%.
• 25th November MTTs, Bondada Engineering given at Rs.444 touched Rs.3400 during the week - a gain of 666%.
• In 23rd December MTTs, Electrosteel was given at Rs.113 hit Rs.224 during the week - a gain of 98%.
• In 21st January HFCL was given at Rs.88 hit Rs.151 during the week - a gain of 72% & still looks good.
• In 17th February MTTs, Lehar Footwears given at Rs.132 touched Rs.267 during the week - a gain of 102%. It is advisable to book profit.
• In 29th March MTTs, TBZ given at Rs.104 touched Rs.197 - a superb gain of 89%.
• In 6th April MTTs, GPT Healthcare given at Rs.183 touched Rs.206, Jubialnt Pharmova given at Rs.644 touched to Rs.925, Kaka Industries given at Rs.179. touched Rs.297, Pee Cee Cosma given at Rs.415 touched Rs.609 during the week.
• In 20th April MTTs , Kriti Industries given at Rs.133 touched Rs.258 during the week - a gain of 94%.
• In 27th April MTTs, Kriti Nutrients given at Rs.110 touched Rs.165 - a gain of 50%.
• In 4th May MTTs, Ak Capital given at Rs.910 touched Rs.1100, HFCL given at Rs.101 touched Rs.151.
• In 18th May MTTs, Himatsingka Seid given at Rs.135 touched Rs.158 & still look good, ITD Cementation given at Rs.391 touched Rs.589, Va Tech Wabag given at Rs.981 touched Rs.1420.
• In 25th May MTTs, Morepen Lab given at Rs.49 touched Rs.82.65, Panasonic Carbon given at Rs.517 touched Rs.643 during the week.
• In 1st June MTTs, Anantraj given at Rs.385 touched Rs.615 - a gain of 60%, RDB Rasayan given at Rs.128 touched Rs.202-? a gain of 58%, SKY Ind., given at Rs.90 touched Rs.150 - a superb gain of Rs.67% now book profit in Sky Ind.
• In 8th June MTTs, Bal Pharma given at Rs.115 touched Rs.146, Crest Ventures given at Rs.417 touched Rs.504, Morepen Lab given at Rs.48 touched Rs.82.65 - a gain of 72%, Vipul Organics given at Rs.170 touched Rs.268 during the week - a gain of 58%.
• In 15th June MTTs, ABM Knowledge given at Rs.133 touched Rs.169, Anantraj given at Rs.424 touched Rs.616, HFCL given at Rs.118 touched Rs.151, IOL Chemicals given at Rs.409 touched Rs.470, Indian Toner given at Rs.286 touched Rs.380, Morepen Lab given at Rs.56 touched Rs.82.65 during the week.
• In 22nd June MTTs, Cybertech given at Rs.160 touched Rs.202, Kopran given at Rs.253 touched Rs.326, Vipul Orgaanic given at Rs.181 touched Rs.268, Rupa & Company given at Rs.279 touched Rs.362 - a gain of 30%.
• In 29TH June MTTs, TBZ given at Rs.121 touched Rs.197, VLS Finance given at Rs.293 touched Rs.374 during the week.
• In 6th July MTTs, BPCL given at Rs.306 touched Rs.359, HFCL given at Rs.151 touched Rs.151, Morepen Lab given at Rs.59 touched Rs.82.65 during the week.
• In 13th July MTTs, Deep Ind., given at Rs.318 touched Rs.369, Kitex Garments given at Rs.216 touched Rs.392, a superb gain of 81%, Super Crop Safe given at Rs.12.60 touched Rs.19.44, a gain of 54%. Now it is better to book profit in Super Crop Safe.
• In 20th July MTTs, *Morepen Lab" given at Rs.54 touched Rs.82.65.
• In 27th July MTTs, Super Crop Safe given at Rs.13.75 touched Rs.19.44 during the week. Now it is better to book profit in Super Crop Safe,? HFCL given at Rs.123 touched Rs.151, IOLCP given at Rs.414 touched Rs.470 ,Morepen Lab given at Rs.58 touched Rs.82.65, Vipul Organics given at Rs.177 touched Rs.268 during the week.
• In 3rd August MTTs, HFCL given at Rs.133 touched Rs.151, Himadri Speciality Chemical given at Rs.467 touched Rs.530 during the week.
• In 10th August MTTs, HFCL given at Rs.132 touched Rs.151, International Travel given at Rs.606 touched Rs.749, Jasch Ind., given at Rs.176 touched Rs.196, Sumedha Fiscal given at Rs.52 touched Rs.66, TBZ given at Rs.163 touched Rs.197.
• Last week in 17th August MTTs, ABM Knowledge given at Rs.141 touched Rs169, Anantraj given at Rs.586 touched Rs.616, Crest given at Rs.456 touched Rs.504, EKC given at Rs.169 touched Rs.198, Graueir Weil given at Rs.93.52 touched Rs.109, HCC given at Rs.47.47 touched Rs.50.90, HFCL given at Rs.132 touched Rs.151, ITHL given at Rs.619 touched Rs.749, Lahoti Overseas given at Rs.43.24 touched Rs.49.50, ITD Cementation given at Rs.542 touched Rs.578, Indo Amines given at Rs.161.45 touched Rs.182, Prakash Ind., given at Rs.186 touched Rs.216, Morepen Lab given at Rs.61 touched Rs.82.65, Nahar Industrial Enter., given at Rs.151.45 touched Rs.164, Pennar Ind., given at Rs.168 touched Rs.204 a gain of 21%, PG Foils given at Rs.200 touched Rs.229, RDB Rasayan given at Rs.166 touched Rs.202 a gain of 22% during the week.
• Gujarat Industries Power posted higher Q1FY25 PAT of Rs.67.78 cr. with an EPS of Rs.4.48 which may lead to FY25 EPS of Rs.18+. Quoting below its 52-week high of Rs.270, it offers a 39.5% dividend yield. It is setting up a Rs.6,000 cr., 2,375 MW renewable park Major shareholders include HDFC Fund (4.18%), LIC (1.05%), FPIs (4.68%) and the State Govt. (7.64%)
• As per market grapevine Anantraj, Capacite Infra, GIPCL, HCC, HFCL, Himadri Speciality Chemicals, ITD cementation, Morepen Lab, Prakash Ind., may potentially surpass its 52week high.
• Riddhi Corporate Services, serving major sectors, posted FY24 EPS of Rs 4.34 and 90% higher Q1FY25 PAT of Rs. 1.59 cr. At Rs 80, it is a good pick against its 52-week high of Rs 201. Pomoters hold 68% and HNIs own 20%.
• Prakash Industries' FY24 PAT rose 83% to Rs 348 cr.? from Rs 190 cr. in FY23 and quotes at a PE of 10.5x. A pending mining lease will enhance coal supply and profitability. HNIs including Dolly Khanna with 21,29,178 shares highlight its growth potential.
• Capacite Infra's Q1FY25 profit rose 180% to Rs 53.43 cr. with a robust order book of Rs.8,828 cr. Strong backing from mutual funds (7.77%), FPIs (14.43%), bodies corporate (8.33%) and HNIs (17.75%). It shows strong growth potential.
• Srestha Finvest’s board approves a QIP fund raise of up to Rs.200 cr. Its PAT surged 6965% YoY to Rs.31 cr.
• Hi-Tech Pipes bags Rs.105 cr. order in the renewable energy sector with the execution planned at its Sanand Unit-II Phase-I over three months.
• Servotech Power Systems won a contract to install 12 EV charging stations in Kerala under the Agency for New and Renewable Energy Research and Technology (ANERT).
• GRM Overseas signed Bollywood star Salman Khan as the brand ambassador for its Basmati rice and wheat flour, aligning with the brand's target demographics.
• Dev IT secured a Rs.97 lakh order from GSFC for managed IT services, covering GSFC’s entire network.
• Shreeoswal Seeds & Chemicals posts 2,368% YoY revenue jump and a positive PAT in Q1FY25. It also provides a corporate guarantee for another company.
• Kotyark Industries posts strong financials with NP of Rs. 22 cr. from Rs. 11 cr. in FY23 on a total income of Rs. 271 cr. up from Rs. 114 cr. fetching an EPS of Rs.21.64 from Rs.13.13.
• Alstone Textiles (India), a penny stock in the textile sector, may see over 50% returns due to loan: equity conversions and favorable prospects amid the Bangladeshi turmoil.
• Calcom Vision bags contract to supply LED products to Reliance Retail. With clients like Samsung and LG, stock trades at ~50% its 52-week high making it a safe bet.
• Venkys to benefit on Tyson’s exit from India's poultry market. With an EPS of Rs.50+, Navodya Enterprises has taken a position in it, which makes the stock worth watching.
• Shree Pacetronix at 50% lower from its 52-week high is the only listed pacemaker manufacturer with U.S collaboration. Notable investors like Safir Anand holds a chunk. Keep track.
• Ashiana Ispat, known for ‘Kamdhenu’ saria bars posted strong numbers and trades at a P/E of just 3x and P/BV of 1x, the stock is attractively valued at Rs.50.
• *Mazgaon Dock Shipbuilders" offers a good entry point ~ Rs.4,000 following a sell report forecasting a 77% downside!
• PCBL has nearly doubled since last month's recommendation with TRF and 20 Microns also up 20% from recommended levels.
• Acuité’s BBB+ rating of Shera Energy's credit is based on the 69.83% surge in its EPS and strong financial performance.
• Kaushalya Logistics secures a deal with HFCL Ltd. for GPS-enabled container trucks, reinforcing its market leadership and efficiency.
• Dev Information Technology won Rs.97 lakh order from Gujarat State Fertilizers & Chemicals for Managed IT Services.
• Supreme Power Equipment secures Rs.3.41 cr. contract from Seshasayee Paper & Boards for transformer refurbishment.
• Baid Finserv posted Q1FY25 income of Rs.19.35 cr. with EBITDA of 58.49% and PAT of Rs.3.12 cr. with 19.59% AUM growth to Rs.374.70 cr.
• Kaushalya Logistics expanded its operations with contracts from India Bulls Enterprise and STP Ltd., marking growth in handling specialized industrial equipment.
• Supreme Power Equipment's Q1FY25 PAT grew 25.66% to Rs.3.40 cr. with income rising to Rs.27.53 cr. and it won Rs.11.32 cr. contract for transformers supporting solar expansion.
• Sejal Glass saw 94.23% rise in Q1FY25 income to Rs.53.07 cr. and 9,350.68% surge in PAT to Rs.1.40 cr.
• Rockingdeals Circular Economy opened a new store in Rajouri enhancing its re-commerce presence with high-quality branded products.
• Aartech Solonics is on a strong turnaround with record orders and new customers. Recent bonus and split announcements should boost its liquidity and fetch better returns.
• Rudra Global Infra, a microcap steel player, is expanding production and invests Rs 190 cr. in solar targeting a Rs 1,000 cr. turnover. Stock set to rise.
• Univastu India, a Rs 238 cr. civil construction firm, nearly doubled its PAT with 4.81% sales rise. Strong infra growth could fuel further gains.
• Tata Motors posted 74% higher Q1 PAT of Rs 5,566 cr. A recent DVR delisting and attractive discounts on Nexon.EV suggest strong future performance.
• SEPC completed Rs 200 cr. rights issue and won a Rs 2,700 cr. project in Uzbekistan. New management and infra growth make this small-cap promising.
• This is an extract from Money Times Talk, part of oldest, reputed & very popular financial weekly 'Money Times' publication.

Do your due diligence before taking any investment/ trading decision.

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