Indian Stock Market

kukku sir,
i m great fan of yours & do read all your mails regularly, yest i had bought bhavani papers @ 13.90.
i would like to invest for a year, kindly recommend few stocks which can bought at this level.
hind dorr, supreme ind, yuken can be bought at these rates ???????
regards rs

On 9/11/07, kukku picks wrote: > > stock flared up to upper limit at rs 92. > > > investors are advised to stay invested . company is in to same product > like tayo rolls which too we had discussed at rs 145/148 level. > > > > outlook for the sector is encouraging. > > > no fresh buying is advised at higher levels since stock already moved up > from rs 65 to 93. > > > kukku > > > On 26/06/2007, kukku picks wrote: > > > > stock remained locked in upper limit at 77.6 since opening only. > > > > > > kukku > > > > > > > > > > On 26/06/07, Ebrahim Rupawala wrote: > > > > > > > > > > > > * * > > > > > > * * > > > > > > * * > > > > > > * * > > > (Investment Idea) > > > > > > > > > > > > *Gontermann Peipers (India) Limited (GPI)* > > > > > > > > > > > > GPI, an Ispat Group company and one of the pioneers in manufacture of > > > Cast Rolls and Forged Rolls in India, has reported mixed performance for Q4 > > > FY 2007. > > > > > > > > > > > > Net Sales were up by 26.5% to Rs. 41.01 crore (Rs. 32.40 crore) led by > > > 32.1% growth in Cast Roll business (75.5% of Net Sales) and 16% rise > > > in Forge Roll business (24.5% of Net Sales). However, OPM% declined to > > > 22.1% (26%) due to sharp rise in raw material cost to 42.9% of Net > > > sales (34.7%). PBT (before extraordinary items) registered a rise of > > > 28.4% to Rs.6.90 crore. Absence of extraordinary income in Q4 FY07 as > > > against Rs.4.85 crore in Q4 FY2006 and higher tax rate of 40.9% (35.6%) > > > led to decline in PAT to Rs.3.93 crore (Rs.6.45 crore). > > > > > > > > > > > > During FY2007, Net Sales grew @ 20.9% to Rs.147.74 crore. OPM% > > > improved to 21.6% (18.9%) as rise in raw material cost was more than > > > offset by overall operational efficiency. Higher sales coupled with improved > > > margins and further aided by lower interest and depreciation led to 89% > > > spurt in PBT (before extraordinary items) to Rs.20.27 crore. Absence > > > of extraordinary income in FY07 (Rs.4.85 crore) and higher tax rate of > > > 38.9% (26.2%) stunted growth in PAT to Rs.12.22 crore (Rs.11.24crore). > > > > > > > > > > > > GPI caters to the steel industry (principal user) which is presently > > > undergoing through a huge capacity expansion phase in domestic market. With > > > domestic demand for steel expected to grow by 8-10% p.a. over next few > > > years, consolidation in steel industry worldwide, thrust on infrastructure > > > development and upcoming greenfield steel projects, demand for rolls is > > > going to increase substantially in future. GPI will be a direct beneficiary > > > to this upsurge being located in highest growth area, viz., Asia. Further, > > > company is aggressively exploring various export opportunities including > > > China, South East Asia, Europe, USA, and Africa for its products. > > > > > > > > > > > > In order to take advantage of market potential and future growth of > > > steel industry, company has already taken up an expansion-cum-modernisation > > > programme at capex of Rs.40 crore to increase its annual capacity to > > > 18,000 MT finished rolls (12000 MT). Expansion is expected to be completed > > > by end 2007. Moreover in order to further consolidate its position GPI is > > > eyeing acquisition of roll foundries and also looking for foundries having > > > forging facilities which will help in backward integration. > > > > > > > > > > > > At CMP of Rs. 52.05, share is trading at 5.9 times FY 2007 EPS of Rs. > > > 8.8 and 3.5 times FY 2008 expected EPS of Rs. 15. In view of excellent > > > future prospects, we recommend to “BUY” the share at CMP. > > > > > > * * > > > > > > *Disclosures:* > > > > > > *The author may have held / hold the above-mentioned securities in > > > their personal accounts or on behalf of the clients. The information > > > contained has been obtained from sources believed to be reliable. While > > > taking utmost care in making the report, the authors or the company does not > > > take responsibility for the consequences of the report. All investment and > > > information and opinion are subject to change without notice. The investment > > > recommendations may not be suitable to all the investors. * > > > > > > *May 24, 2007* > > > > > > > > > > > > * * > > > > > > * * > > > > > > > > > > > > > > > On 6/25/07, kukku picks wrote: > > > > > > > > > > > > > > > > yes it is ispat group. > > > > > > > > kukku > > > > On Jun 25, 8:44 pm, vipul wrote: > > > > > Isn’t it the ispat group management? Members may please share? > > > > > > > > > > > > > > > > > > — > > http://groups.google.co.in/group/investmentsupergrowth > > > > .The path of the faithful shall never be blocked. The faithful shall > > depart with honor and > > fame. The faithful do not follow empty religious rituals. The faithful > > are firmly bound to the Dharma. Such is the Name of the > > Immaculate Lord. Only one who has faith comes to know such a state of > > mind. > > > > > > — > http://groups.google.co.in/group/investmentsupergrowth > IMPORTANT DISCLAIMER Investment in equity shares has its own risks. > Sincere efforts have been made to present the right investment > perspective.The information contained herein is based on analysis and up > on sources that we consider reliable. I, however, do not vouch for the > accuracy or the completeness thereof. This material is for personal > information and I am not responsible for any loss incurred based upon it.& > take no responsibility whatsoever for any financial profits or loss which > may arise from the recommendations above. > > >