As you are well aware about the EURO zone debt probe., Slow Growth of industrial Productions, high inflation, Rupee weak against US dollar, GREECE Re-election POLL Results on 17 June., critical rating by Standard and Poor etc. At such times the market is at its low level and the investors should take this as an opportunity with positive mind for expected Growth for the next Fiscal year.
We recommend to buy the following stocks at this level.
Subsiquent to the acquisition of Jaguar Land Rover (JLR) from the Ford Motor company in early 2008, the company has entered into the world of high-end luxury brands. Customers of high-end luxury brands value image and exclusivity factors, while image and exclusivity conflict with the proposition of TML’s other recent venture, the inexpensive Nano. In this manner, the decision to compete in both the high-end luxury and low-end economy markets certainly creates a big and audacious task ahead for TML. If proven successful, this strategy would provide the company with high margin (JLR) as well as high volume (Nano) revenues. The company is rapidly increasing its global footprint and is aiming to match the standards of international automobile manufacturers in next 3 to 5 years. This rise to the level of a world-class automotive manufacturer would involve a large quantifiable increase in revenues from outside India with a focus on certain foreign markets.
Management expects volume growth to remain robust during FY2012E and expects the industry to post ~15% volume growth. Management has guided for volumes in excess of 6mn for the company for FY2012E. launched four new models in 1QFY2012 – new Glamour, Glamour FI ,refreshed Karizma and ZMR. Dealer inventory levels continued to remain low at 2–3 weeks. The company will soon announce the location of its new plant, which is likely to have a capacity of 0.75mn units. It increased its vehicle prices by 500–750 across selected models in June2011. Management has indicated that it is seeing softening of commodity cost pressures and, thus, expecting a slight improvement in EBITDA margin.
Management is exploring various export markets and has set up a cross-functional team to explore opportunities and exports volume will take time to meaningfully contribute to the company’s total volumes. HERO HONDA is a star performer on the bourses currently. It is a stock that should be purchased with a long term vision. The stock has given good returns.
It has announced its fourth quarter results. The company's Q4 net profit was up at Rs 185 crore versus Rs 82 crore, year-on-year( YoY).Its net sales were up at Rs 881 crore versus Rs 596 crore, YoY.The company's has declared its dividend of Rs 5 per share.
Its real estate business revenue was up at Rs 494 crore versus Rs 75 crore, YoY. And business profit was up at Rs 261 crore versus Rs 48 crore, YoY. This year company earned handsome profit from REAL ESTATE. THE company performance is showing neutral and decent stock value. The stock is expected to give good return in forthcoming rally. So, we recommend to buy BOMBAY DYEING.
Also we recommend to buy banking stocks, as RBI may cut Repo rate. SO we recommend to buy stocks like
AXIS BANK CMP RS.1058
UCO BANK CMP RS.80 AND DENA BANK CMP RS.101.
ONCE again we recommend to plan an investment of RS.50,000 in the above shares to earn in very short time.
Thanks and Regards.,
MIDEAST TEAM.
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