• *Indian Bank*, which made a lifetime high of Rs 428 on 17 Nov 2017 and amalgamated Allahabad Bank with itself, has notched Q1 EPS of Rs 11.1 against FY21 EPS of Rs 27. Its FY22 EPS could rise to Rs 33+ and a P/E of 12x can take the share price to Rs 396 in the medium term. Buy\Add.
• *Deccan Cements*, manufacturer of a wide variety of cements & undergoing expansions, has posted 847% higher Q4FY21EPS of Rs 15.8 in and 103% higher FY21 EPS of Rs 82.2 on its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1280 on 28 April 2017, is poised to hit the four-figure mark in the medium-to-short term. Buy.
• *IIFL Securities* from India Infoline is a key player in the retail and institutional segments with 2500 offices in 500 cities. It continues to expand after acquiring 1.1 million demat accounts from Karvy and has notched 108% higher Q4FY21 EPS of Rs 2.4 and FY21 EPS of Rs 7. It may post FY22 EPS of Rs 12. Buy for 30% gain.
• 90 year old *Federal Bank* with 1200+ branches and 1900+ ATMs/Recyclers spread across India has notched 58% higher Q4FY21 EPS of Rs 2.6 and 5% higher FY21 EPS of Rs 8.3, which could lead to FY22 EPS of Rs12. A P/E of 10x can take its share price to Rs 120 in the medium term.
• *J & K Bank* posted Q4FY21 EPS of Rs 4.5 and FY21 EPS of Rs 6. This can take its FY22 EPS to Rs 10 in FY22. The share is expected to double from the current level.
• *Suryaamba Spinning Mills* has notched 152% higher Q4FY21 EPS of Rs 10.6 and FY21 EPS of Rs 14.5. It may post FY22 EPS of Rs 25. The share is poised to gain 40% from the current level.
• *Shreyans Industries* with 94,000 TPA capacity of writing & printing paper and 12MW of the captive power plant has notched Q4FY21 EPS of Rs 6, which could take FY22 EPS to Rs 20+. The share is expected to touch Rs 150 mark.
• *LIC Housing Finance* the largest provider of finance on existing property for business/ personal needs to professionals with 284 marketing offices has notched FY21 EPS of Rs 54 despite 38% higher impairment of Rs 1318 cr. Its FY22 EPS could rise to Rs 65 and the share has the potential to touch Rs 650 mark. Add.
• *Ajanta Soya* primarily engaged in manufacturing Vanaspati and cooking oils with bakery applications products like biscuits, puffs, pastries etc. has posted 459% higher Q4FY21 EPS of Rs 5.9 and 155% higher FY21 EPS of Rs 15.6. Buy for 35% appreciation.
• *Dhunseri Ventures* having notched Q4FY21 consolidated EPS of Rs 33.7 and FY21 consolidated EPS of Rs 66.3, is expected to post FY22 EPS of Rs 85. The share may rise to Rs 500 in the medium. Accumulate.
• *Sree Rayalaseema Hypo Strength*, manufacturer of organic and inorganic chemicals for almost all industries with a 10MW power plant and 11.25 MW of wind power, has posted 19% higher Q4FY21 EPS of Rs 7.9 and 60% higher FY21 EPS of Rs 35.3. It may post FY22 EPS of Rs 45. The share has all the potential to gain 40%. Buy.
• *Manappuram Finance*, one of India’s leading gold loan NBFC, has notched 20% higher Q4FY21 EPS of Rs 5.5 and 17% higher FY21 EPS of Rs 20.4. It may post FY22 EPS of Rs 24. The share is poised to rise by 20% in the short run. Buy.
• Textile stocks are the flavour due to rising yarn prices and USA’s ban on imports from China. Buy *Reliance Chemotex* cum 20% dividend for decent short term gains. It is available at an attractive valuation and promoters have increased their stake to 72%.It posted 272% higher Q4FY21 EPS of Rs.7.66.
• Dividend paying *Lasa Supergenerics* is a vertically integrated veterinary and human API manufacturer that has added a new product Oxyclozanide, which has a huge demand. The management is confident of a strong order book once production commences. Buy for a quick gain in the short term..
• *Pennar Industries*, a leading value added engineering products company with 3, 50,000 TPA, has won fresh orders worth Rs. 571 crore. It posted its highest ever quarterly PAT in the last decade in Q4 FY21. Its significant presence in automobiles, building & construction, general engineering and power qualifies it for 2x gains from hereon.
• *Deccan Cements*, manufacturer of a wide variety of cements & undergoing expansions, has posted 847% higher Q4FY21EPS of Rs 15.8 in and 103% higher FY21 EPS of Rs 82.2 on its small equity of Rs 7 cr. The share, which made a lifetime high of Rs 1280 on 28 April 2017, is poised to hit the four-figure mark in the medium-to-short term. Buy.
• *IIFL Securities* from India Infoline is a key player in the retail and institutional segments with 2500 offices in 500 cities. It continues to expand after acquiring 1.1 million demat accounts from Karvy and has notched 108% higher Q4FY21 EPS of Rs 2.4 and FY21 EPS of Rs 7. It may post FY22 EPS of Rs 12. Buy for 30% gain.
• 90 year old *Federal Bank* with 1200+ branches and 1900+ ATMs/Recyclers spread across India has notched 58% higher Q4FY21 EPS of Rs 2.6 and 5% higher FY21 EPS of Rs 8.3, which could lead to FY22 EPS of Rs12. A P/E of 10x can take its share price to Rs 120 in the medium term.
• *J & K Bank* posted Q4FY21 EPS of Rs 4.5 and FY21 EPS of Rs 6. This can take its FY22 EPS to Rs 10 in FY22. The share is expected to double from the current level.
• *Suryaamba Spinning Mills* has notched 152% higher Q4FY21 EPS of Rs 10.6 and FY21 EPS of Rs 14.5. It may post FY22 EPS of Rs 25. The share is poised to gain 40% from the current level.
• *Shreyans Industries* with 94,000 TPA capacity of writing & printing paper and 12MW of the captive power plant has notched Q4FY21 EPS of Rs 6, which could take FY22 EPS to Rs 20+. The share is expected to touch Rs 150 mark.
• *LIC Housing Finance* the largest provider of finance on existing property for business/ personal needs to professionals with 284 marketing offices has notched FY21 EPS of Rs 54 despite 38% higher impairment of Rs 1318 cr. Its FY22 EPS could rise to Rs 65 and the share has the potential to touch Rs 650 mark. Add.
• *Ajanta Soya* primarily engaged in manufacturing Vanaspati and cooking oils with bakery applications products like biscuits, puffs, pastries etc. has posted 459% higher Q4FY21 EPS of Rs 5.9 and 155% higher FY21 EPS of Rs 15.6. Buy for 35% appreciation.
• *Dhunseri Ventures* having notched Q4FY21 consolidated EPS of Rs 33.7 and FY21 consolidated EPS of Rs 66.3, is expected to post FY22 EPS of Rs 85. The share may rise to Rs 500 in the medium. Accumulate.
• *Sree Rayalaseema Hypo Strength*, manufacturer of organic and inorganic chemicals for almost all industries with a 10MW power plant and 11.25 MW of wind power, has posted 19% higher Q4FY21 EPS of Rs 7.9 and 60% higher FY21 EPS of Rs 35.3. It may post FY22 EPS of Rs 45. The share has all the potential to gain 40%. Buy.
• *Manappuram Finance*, one of India’s leading gold loan NBFC, has notched 20% higher Q4FY21 EPS of Rs 5.5 and 17% higher FY21 EPS of Rs 20.4. It may post FY22 EPS of Rs 24. The share is poised to rise by 20% in the short run. Buy.
• Textile stocks are the flavour due to rising yarn prices and USA’s ban on imports from China. Buy *Reliance Chemotex* cum 20% dividend for decent short term gains. It is available at an attractive valuation and promoters have increased their stake to 72%.It posted 272% higher Q4FY21 EPS of Rs.7.66.
• Dividend paying *Lasa Supergenerics* is a vertically integrated veterinary and human API manufacturer that has added a new product Oxyclozanide, which has a huge demand. The management is confident of a strong order book once production commences. Buy for a quick gain in the short term..
• *Pennar Industries*, a leading value added engineering products company with 3, 50,000 TPA, has won fresh orders worth Rs. 571 crore. It posted its highest ever quarterly PAT in the last decade in Q4 FY21. Its significant presence in automobiles, building & construction, general engineering and power qualifies it for 2x gains from hereon.
• *Morarka Finance* is being accumulated by value investors as it holds 2 crore shares in Dwarikesh Sugar, which is doing exceedingly well.
• *EID Parry* provides an opportunity to participate in two structurally improved stories – Sugar and Fertilizers. Excellent management and reasonable valuation makes it investment worthy.
• *HIL*, formerly Hyderabad Industries Ltd., maker of ‘Charminar’ asbestos cement products is a well-managed co. that has further de-risked its business by the acquisition of a flooring company.
• *Mastek Ltd*. recommended in Money Times last month has posted an excellent financial performance, which boosted its share price handsomely by 25%. The current IT boom will enrich investors.
• Last week’s recommendation of two gold loan companies, *Muthoot Finance and Manappuram Finance* have done well during the week. Hold.
*SV Global Mills*, a demerged entity of the textile giant, *Binny Ltd*., has a good land bank in prime locations in Chennai and Bangalore valued around Rs.1500 crore. It has announced its first development plan for Bangalore and others will follow soon. Buy this debt-free co. stock for 50% gain.
• Just listed *Zomato Ltd*. has created history both with the size of its IPO and impressive listing belying all market experts. This unicorn start-up stock is set to scale to Rs.200.
• The new CEO at *Signet Industries* has turned around the operations of this agri sector co. into irrigation systems. It registered a quarterly EPS of Rs.2. The stock trades cheap around Rs.53 level and can turn out to be a multi-bagger.
• *Anjani Portland Cement* from the House of Chettinad Cement recently acquired Bhavya Cements. Its topline and bottomline could double from hereon. Buy around Rs.460 and at every decline for handsome gains. The stock may touch the 4 digit mark.
• Cement cos. are declaring blockbuster numbers like *Asian Paints* did. Is it the turn of adhesive manufacturer Jubilant Industries, manufacturer of Jivanjor adhesive? Keep it on your radar.
• *Adani Power* is once again come near Rs.90 level, from where it began its upward journey. Buy the stock with a stop loss of Rs.90 for at least 50% appreciation.
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• *EID Parry* provides an opportunity to participate in two structurally improved stories – Sugar and Fertilizers. Excellent management and reasonable valuation makes it investment worthy.
• *HIL*, formerly Hyderabad Industries Ltd., maker of ‘Charminar’ asbestos cement products is a well-managed co. that has further de-risked its business by the acquisition of a flooring company.
• *Mastek Ltd*. recommended in Money Times last month has posted an excellent financial performance, which boosted its share price handsomely by 25%. The current IT boom will enrich investors.
• Last week’s recommendation of two gold loan companies, *Muthoot Finance and Manappuram Finance* have done well during the week. Hold.
*SV Global Mills*, a demerged entity of the textile giant, *Binny Ltd*., has a good land bank in prime locations in Chennai and Bangalore valued around Rs.1500 crore. It has announced its first development plan for Bangalore and others will follow soon. Buy this debt-free co. stock for 50% gain.
• Just listed *Zomato Ltd*. has created history both with the size of its IPO and impressive listing belying all market experts. This unicorn start-up stock is set to scale to Rs.200.
• The new CEO at *Signet Industries* has turned around the operations of this agri sector co. into irrigation systems. It registered a quarterly EPS of Rs.2. The stock trades cheap around Rs.53 level and can turn out to be a multi-bagger.
• *Anjani Portland Cement* from the House of Chettinad Cement recently acquired Bhavya Cements. Its topline and bottomline could double from hereon. Buy around Rs.460 and at every decline for handsome gains. The stock may touch the 4 digit mark.
• Cement cos. are declaring blockbuster numbers like *Asian Paints* did. Is it the turn of adhesive manufacturer Jubilant Industries, manufacturer of Jivanjor adhesive? Keep it on your radar.
• *Adani Power* is once again come near Rs.90 level, from where it began its upward journey. Buy the stock with a stop loss of Rs.90 for at least 50% appreciation.
BS