In latest portfolio
series I would like to give 25% exposure to HCL INFOSYSTEM based on co’s
Rs.2200 crores order from UADAI. HCL Infosystems
Ltd, is India´s premier hardware, services and ICT systems integration company
offering a wide spectrum of ICT products that includes Computing, Storage,
Networking, Security, Telecom, Imaging and Retail. HCL is a one-stop-shop for
all the ICT. The co is now trading with a
fair P/E ratio of 5 and EPS of 8.The co have reduced their debt considerably
Secondly I recommend JPINFRATECH at
Rs.46. The 165-km Yamuna Expressway is ready for commercial operation,
the company that built the road, Jaypee Infratech, has said.
The
road, built at a cost of Rs 12,839 crores, runs along the Yamuna river,
connecting the industrial town of Noida and Agra. The tolled road is expected
to reduce traffic congestion on the National Highway 2.
According
to the terms of the concession agreement, Jaypee Infratech is entitled to
collect tolls at rates fixed by the Uttar Pradesh Government for 36 years. In
addition, the company will receive 6,175 acres of land across five different
sites at the Government’s cost of acquisition, paying only an annual lease rent
of Rs 41 per acre.
REC and
PFC will gain on importance given in upcoming Five Year Plan and Union budget.
We still lack infrastructure in power and utilities. The guidelines that will b
released soon by RBI on new banking license may benefit for these two power
financing companies
Petronet
is about to commission their cochin terminal by 2013october.This will improve
sales and profitability of company. So I initiate a buy on stock
Cable digitalization
is a huge opportunity for DEN Network...I still initiate a buy call on DEN
around 123
Consumer
discretionary spending in rural and urban cities is a big positive for BAJAJ
FINSERV. Moreover tie up with Berkshire Hathaway is positive for company in
coming future
Redemption
in Strides Arcolab FCCB is a positive for company. Co is looking to sell its
non-core biz entity as a part of debt restructuring is a positive for company
Accelya Kale
Solutions Limited is part of the Accelya Group, a leading solutions provider to
the Airline and Travel industry. Formerly known as Kale Consultants Limited,
the company became part of the Accelya Group in 2011.The revived sentiment in
Indian and global aviation space is a positive for company
Marico is key player
in Indian fmcg market and company have
niche of product and strong presence will lead to further upward
movement in stock price
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