Friday, November 12, 2010

Stocks Results Update - Q3 2010 ! HY FY11 Earnings Analysis

Friends,

             All my recommended scripts have come out with strong Sept Q results. Lets have a qualitative earnings comparision of these scripts so far in FY11. The figures in brackets (in table below) are corresponding values in last FY i.e. FY10. The projected figures are evaluated assuming that the stocks will continue the sustained growth curve as established in FY11 so far :)


Scrip
Sept Q EPS
June Q EPS
FY11 HY EPS
Projected full FY11 EPS
CMP
Projected price(in 6 months)
Comment
Rama Phosphates
19.9
25.9
56.6 (34.5)
50
127.5
300
Strong hold – will rally
Dujodwala Products 
4.7
5.2
9.9 (4.4)
16
55.4
130
Strong hold – will rally
Liberty Phosphates
5.3
4.0
9.3 (3.0)
16
73.2
160
Hold – will rally
Manjushree Technopack 
2.0
3.8
5.9 (3.67)
14
95.4
150
Hold – gain pace
Simran farms
1.2
5.0
6.2 (3.5)
12
67.8
120
Hold – will consolidate
Satvahana Ispat 
4.0
3.5
7.5 (2.9)
14
60.1
120
Hold & add on dips
TT limited
2.0
2.0
4.1 (0.78)
9.0
39.6
90
Hold – will gain pace
Orient Ceramics 
2.3
5.0
7.3 (3.5)
14
90.2
140
Hold – slow mover
Poddar Pigments 
2.6
2.5
5.0 (4.0)
12
58.9
100
Hold – slow mover

Enjoy investing :)

6 comments:

  1. Cool, keep up the good stuff...

    Regards

    ReplyDelete
  2. Hi Vivek,
    The report card looks fantastic so far and i hope few laggards will catch up the speed very soon....I am invested in some of your picks and am enjoying the ride.

    Thanks,
    Ramissh C Panday

    ReplyDelete
  3. Vivek,

    You have not suggested any fresh buying for above stocks. Can u add one column for buying price for above stocks?

    Thanks for your above info.

    Ashish

    ReplyDelete
  4. @Ashish : All "strong hold" are buy at dips & keep accumulating tham. They are buys even in ongoing current market correction

    Happy investing ...

    ReplyDelete
  5. Hi Team,

    I have been waiting for rama phosphate to come down....Now it has corrected from 140 odd levels to around 60 levels....Can I buy it...I am atleast expected it to double this year

    ReplyDelete
  6. Yes Kumra..

    This ongoing correction provides a BIG opputunity to pick up value stocks available @huge discounts currently. RAMA has been doing impressive with its Q performances successively & its a compulsive buy @80 around levels. If its current form continues, we are months far before this stock gets doubled and beyond....

    ReplyDelete