Tuesday, May 31, 2005

Accumulation of 21 days over... Now stock ready for another round of SAILING !!
"Today will be day 1st for explosion"
SHREYAS SHIPPING : 520151
Traded @ NSE........ SHREYASHIP
Our Readers and Clients knows , We are Bullish in this stock from price level of Rs. 30+ (With target of Rs. 300 to 500) in 2-3 years !!
To make quick money , another great opportunity for Day & Swing
Traders !!
Just grab @ 9:55..... expect a explosion of Rs. 15-20 in hours only.
Technically looking hot , Have a close eye on 73.... if crosses with volumes will take stock to Rs. 81 & there after expect a nonstop level of Rs. 88
*Yes , stock for Day Traders only.
*Buy 10000 shares above 73 & book 50% @ 81 & hold 50% up to Rs. 90 level.
*It takes weeks or months to see this type of formation on chart.
*Stop-loss of Rs. 70 & forget.
Want to Invest in this stock ??Please visit this link and see latest results.
http://hdfcsec. com/company/main Show. php?icode=SHRSHIPP&select=3&opt=N#Latest

Transworld Holdings Ltd - Mauritius : Holds 62. 31% holding
Indian Promoters :19. 15%
Indian Public :15. 68%
We expect price to cross Rs. 150+ level in coming 2 -3 months itself.

Hameed
31.05.2005

MARKET BUZZ:
(May not be useful for day-traders.)

Ansal Properties-Curtain Call

Amongst all the stocks recommended by us in the past twelve months, it is the stock of Ansal Properties which has had a dream run. There were few takers for this counter at Rs 19 in April 2004. Today, adjusted for the Bonus in the ratio of 1:2, the stock has moved up 15 times in one years. The rumour now runs, that the management will place about 15 per cent of its equity with a private equity fund at Rs 240 per share in a fortnight from now.

Whether this bit of information is true or untrue, the stock has moved up far beyond any intrinsic value or fundamentals and seems firmly in the grip of a coterie that was last seen carrying out a run-up in Tech stocks in the Year 2000.

We feel that this is just about the appropriate time to take a curtain call on this counter and the two other Ansal concerns, Ansal Buildwell and Ansal Housing. The latter have no fundamentals to justify the current market price of Rs 42 and Rs 78.

Investors Beware.













Cracking the Matrix code




Posted by : Mr_STOCHASTIC at 09:44 (30th May '05)


lets try to learn dodging bullets ..that is lets buy like guys like FIDELITY do !!!
I tried to analyse what fidelity bought?.to identify a sure shot algorithm?a kind of pattern. Fidelity has bought KEC intl, SRF,Utttam Galva,Samtel col. And exited Aztec. A common pattern I came across was MCRR.
market cap to sales ratio. or mar cap to revenue ratio.lets call it MCRR. is shows what value the market is paying for 1 rupee of revenues that the cmpany earns. it is typically more useful to when "earnings" are not present..or it is going thru a start up / turnaround phase. and using hence p/e can be misleading.for eg. if sales/revenue is 1000 crs and mkt cap is 500 crs MCRR is 0.5. it means theoritically one can buy the company at half the price of its one year sales. wud be better to compare with industry standards. of course MCRR shud be used with other metrics like p.e. EV/EBITA. low MCRR like low PE might not necessarily mean it a good buy. the co. might have hig debt..mgt quality ..growth issues..
MCRR for all fidelity buys were less than 1.0. utttam galva MCRR is less than 0.22.for aztec mCRR was at 7 times. INFY TCS WIPRO also at at similar valuations.
some sectors / stocks with low MCRR are
jewellry ( su-raj classic diamonds MCRR less than 0.3)..ceramics..( murudeswar bell ceramics regency tiles)
era constructions less than 0.5( but it has lesser margins and higher debt). still cheap.
hindustan constructions less than 1.0. higher margins than peers ..8%.good buy.
nag cons IVRCL more than 1.0. gammon MCRR more than 2.

arvind mills mCRR is 1.5. same with raymond.
jbf ind less than 0.22
soma textiles less than 0.5
sutlej ind less than 0.5
gangotri textiles. less than 0.3
kirloskar oil engines less than 1.0.good buy. all peers like cummins swaraj warsila above 2.0.
in pharma most MCRR are more than 1. few like elder pharma less than 1.0.biocon MCRR is 6.
Index stocks
oil PSU are dirt cheap MCRR less than 0.2.
zee tele MCRR 8.5. INFY WIPRO TCS 7 plus.
TISCO more than 1. SAIL less than 1. nav bharat more than 1.0.
NTPC greater MCRR then reliance power / tata power.

other low MCRR are nilkamal plastics MCRR less than 0.3 bhartiya intnl apar ind both MCRR less than 0.6. int. travel house less than 2. ( thomas cook MCRR 5)
when MCRR and p/e is both low than industry standards..it gives a double confirmation..like GTC.
MCRR Was at 0.3 p/e was 4 compared to industry. above 5 MCRR and 15 p.e
we have some cases where p./e is high but MCRR is low. like titan pe 100 MCRR 1.3
lotte india p/e 60. MCRR less than 1. Nestle MCRR 3.5
so guys what are ur views ??
will post more on this later. slept at 6 AM y`day thanks to my "discovery"..lol