RAJATHEE SURESHOT CALLS

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Monday, October 27, 2014

30 stocks with potential for strong RETURN OF EQUITY gains HELLO ANAYLSIS EXPERTS YOU GIVEN TIPS BELOW STOCKS WHAT IS FUT –UP –DOWN-

HELLO ANALYSIS EXPERTS YOU GIVEN TIPS BELOW STOCKS WHAT IS FUT –UP –DOWN-  


HELLO WE ARE IN BACK OFF YOUR TV SHOW TIPS GIVERS GIVE THIS REPORTS TO YOU SEE A LAP TOP AND HAVE A PAPER OR OUR REPORTS  WE ARE WORK FOR HIM BUT THEY GET NAME FROM U THIS IS TRUE YES EXPLAIN YOUR SUMMARY BELOW STOCKS – STOCK VISE SUMMARY WE HAVE IN OUR POCKETS,

                                               
                




 BSE 500 companies, about 30 are likely to witness ROE expansion of over 300 basis points each in FY15 and FY16. Of these, 12 are likely to turn profitable over the period of FY14-16 versus a loss in FY14, while four are likely to report high earnings per share (EPS) CAGR over FY14-16 - namely, JaiPrakash Power Ventures (up 334.1%), Ramco Cements (up 311.9%), Motilal Oswal Securities or MOSL (145.6%) and Gujarat Fluor chemicals (118.6%).

Improving prospects Return on Equity (%) EPS CAGR (%) FY16E P/E (x) Company FY15E FY16E Bajaj Electricals 16.5 22.6 LTP 14.1 Birla Corp 10.9 14.5 66.7 9.7 Blue Dart Express 22.7 26.4 26.0 62.9 Capital First 8.3 13.1 68.7 13.9 Carborundum Universal 12.3 15.9 50.7 17.0 Crompton Greaves 12.0 16.0 67.1 17.4 Gujarat Fluor chemicals 12.3 20.1 118.6 9.1 Hathway Cable -3.7 3.2 LTP 116.0 HSIL 7.3 11.4 94.6 20.1 India Cements 3.1 6.6 LTP 12.9 Indiabulls Power 2.5 7.0 LTP 7.2 Jain Irrigation 8.3 12.6 32.5 12.5 Jindal Saw 7.6 10.8 LTP 4.4 JK Cement 8.4 12.5 81.2 15.2 JK Lakshmi Cement 11.2 15.2 58.3 17.2 Jubliant Life Sciences 10.7 15.8 105.9 5.2 Mahindra CIE Automotive 8.0 12.5 LTP 16.2 Motherson Sumi 36.4 40.4 53.6 19.0 Motilal Oswal Financial 12.5 18.6 145.6 12.7 Oberoi Realty 10.9 14.8 54.8 9.7 Phoenix Mills 11.1 15.4 60.4 16.2 Prism Cement 4.4 18.3 LTP 17.2 PVR 18.0 22.2 45.9 23.3 Ramco Cements 12.5 18.3 311.9 3.7 Shoppers Stop 4.8 12.0 LTP 67.5 Tata Communications 21.2 32.3 85.8 30.4 Trent 5.9 10.2 LTP 32.8 Tribhovandas Bhimji Zaveri 16.1 20.0 43.1 12.8 TVS Motor 28.0 36.1 49.4 27.7 United Spirits 9.0 15.0 LTP 50.3 E:Estimates; LTP is Loss to Profit; EPS CAGR is over FY14-16 Source:  TO YOUbrokerages "The key reason for expansion in RoE is that most of these companies are unlikely to raise fresh capital in the next couple of years and management will focus on delivering stronger earnings. Also, if a company can issue debt at a lower interest rate than the rate of return on its investments, its ROE can increase."

The valuations of some of these companies, however, have partially captured the improving prospects. 13 of these 30 companies are trading at 15 times or less their FY16 estimated earnings - at par/below Sensex which is trading at about 15 times estimated FY16 price/earnings. Of the rest, seven companies are trading between 16 times and 20 times FY16 estimated earnings, and nine companies are trading at 20 times and above. While Lanco is expected to report losses, Hathway Cable and Datacom, Shoppers Stop and Blue Dart Express have the highest valuations of 63-116 times.

"We believe that valuations as of now do offer opportunities to make reasonable returns over a three to five year period. If the required reforms do happen as per expectations then the recovery may be stronger, which would further propel earnings’ growth rate/RoE expansion. This would then make the current valuations more attractive"TEAM RAJATHEE