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BUY BGR ENERGY FOR LONG TERM

NEW DELHI: BGR Energy said it has emerged as the lowest bidder for the tender of 11 super critical boilers floated by country's largest power producer NTPC.

The tender is for supply of 11x660 MW super-critical boilers for five thermal power projects, BGR Energy said in a statement.

"As per tender conditions of NTPC, BGR Energy would be awarded contract for three projects. The aggregate value of contract is about Rs 6,500 crore. BGR Energy has competed against BHEL and Larsen &Toubro, who are other qualified bidders," it noted.

The orders would be placed for NTPC's four projects -- Mouda (2x660 MW), Solapur (2x660 MW), Meja (2x660 MW) and Raghunathpur (2x660 MW) -- and two units of Damodar Valley Corp's 1,320 MW Raghunathpur project in West Bengal.

NTPC would place the boiler orders for two units, each at Solapur, Mouda (Maharashtra) and at Meja (Uttar Pradesh) and three units at Nabinagar (Bihar).

According to BGR Energy, the contracts would be executed over 48 months with delivery of components commencing from the tenth month.

"The contract terms include price variation clause and foreign exchange variation clause," the statement said.

SO I RECOMMEND BUY ON BGR ENERGY FOR A LONG TERM VIWE UPTO 2 YEARS FOR A POSSIBLE TARGET OF 1200 OR ABOVE

LIST OF SHARES IN PORTFOLIO FEB-MAR 2012

BRITANNIA=Britannia is a good player in the FMCG and food segment in India with a wide niche of product pipeline in biscuits,rusks,snaks and cakes.I recommend to buy britannia at 513 range.

HERO MOTO CORP=I prefer hero moto corp for current month because there will a possible rate cut in upcoming monetary policy.So i recommend to buy hero honda at 2088.

EDUCOMP=The best education company in India with a good network.I expect some anticipation during budget in these education related stocks.So one can enter the stock at 219.

PANTALOON=This is another budget pick.Govt interest in allowing FDI in retail is positive for these sector.Buy at 177 range

ESCORTS=Escorts is engaged in tractor,triller segment.I expect some positive trigger from budget.Also merging its subsidiaries with group co is also a positive trigger for escorts.So buy at 80 range

PORTFOLIO VALUE OF JAN-FEB SERIES

LIST OF SHARES IN MODEL PORTFOLIO SHORT TERM SERIES (JAN-FEB))

SCRIP NAME BUY RATE BUY QTY TOTAL INVESTMENTS RATE ON 23/2/2012 TOTAL PROFIT

INDUSIND 295 34 10030 314 10676 646

FORTIS 101 99 10000 108 10692 692

IRB 168 60 10080 181 10860 780

M&M 686 15 10290 723 10845 555

SESAGOA 200 50 10000 227 11350 1350

TOTAL INVESTED AMOUNT 50000 AMOUNT AS ON 25/1/2012 54423

IF YOU HAD INVESTED IN THIS SHORT TERM MODEL PORTFOLIO IN LAST MONTH WHEN THE TIME I HAD REPORTED ON MY BLOG www.keralatraders.blogspot.com(http://keralatraders.blogspot.com/2012/01/shares-for-model-portfolio.html) IT WOULD FETCH YOU Rs.4423 PROFIT WHICH IS EXACTLY 8.84% PER MONTH.THE REASON I CHOOSE INDUSIND BANK IS DUE TO POSSIBLE RATE CUT BY RBI ON MONETERY POLCY. THE REASON BEHIND FORTIS IS ATTRACTIVE VALUATION.SESAGOA POSTED EXCELLENT Q3 NUMBERS.IRB AND M&M IS BENEFICIARIES OF RATE CUT BY CENTRAL BANK.

FOR SIMILAR RESEARCH AND PORTFOLIO REPORT YOU MAY VISIT www.keralatraders.blogspot.com IN COMING DAYS AND FOLLOW THE THE BLOG

So visit www.keralatraders.blogspot.com

THANK YOU

SPECIAL REPORT ON MARG LTD Q3 NUMBERS

A captive EPC order and a healthy revenue from infrastructure and residential projects have contributed to a 15 per cent jump in profit after tax for Marg Ltd during the third quarter in the current year as compared with the corresponding quarter in the previous year.

The net profit for the quarter ended December 31, 2011, was Rs 18.40 crore (Rs 15.90 crore). Revenue has jumped 52 per cent to Rs 483 crore (Rs 317 crore).

Marg Swarnabhoomi, the company's SEZ and township project, Marg ProperTies, the residential sales business, and Karaikal Port, the infrastructure business, will be major drivers of growth, said a company press release.

The company EPC order book stands at Rs 3,250 crore with external orders accounting for about 35 per cent.

EPC revenue during the quarter was Rs 465 crore (Rs 300 crore), a jump of about 55 per cent.

Residential projects

In Marg Swarnabhoomi, over 245 residential units have been sold taking the total sales to 1,687 units. A high-rise residential project ‘Four Seasons' was launched during the quarter.

Marg ProperTies sold 98 units and is set to launch a new project during the fourth quarter with a total sales value of Rs 73 crore.

Handling cargo

Karaikal Port, the company's flagship project, handled 1.45 million tonnes of cargo during the third quarter with estimated revenue of Rs 57.9 crore. It has achieved financial closure for Phase 2A extension for Rs 437 crore with four banks. This capacity expansion will add 7 million tonnes a year cargo capacity taking it to 27 million tonnes.

SO I RECOMMEND BUY ON MARG LTD SEEING CO'S EXPANSION PLANS WITH A LONG TERM VIEW.NO SPECIFIC TARGET MENTIONING HERE

GOOD SET OF NUMBERS FROM ICICI BANK

ICICI Bank, India's No. 2 lender, widely beat market estimates in posting its highest ever quarterly net profit, which grew by 20 per cent in December quarter, led by a rise in interest income, fees and lower provisions.

Net profit rose to Rs 1728 crore ($347.4 million) from Rs 1437 crore a year earlier, while net interest income increased 17 per cent to Rs 2710 crore.