ValuePick's for 2014: July 2014

"Wealth creation through systematic investment"

We all are investing to make more than what we have invested so that we can have more purchasing power in future.

Shared here are some of the ideas on how to create wealth out of your savings through systematic and organised investing in all spheres of investment portfolio. Effort here is to identify those areas where investment could fetch greater returns in long term perspective

We believe there should be mix of insurance policies, equities, bonds/ debt instruments, mutual funds, precious metals, real estate properties, loans in your portfolio to make your investment wealthy.

Investing in stock market, debt instruments, mutual funds, real estate without proper evaluation are prone the risk of 'loss of capital' due to general financial risk of market, promotors & operators not acting in bonafide interest of small investors etc

The issues posted here are only a fig of a tree and investor who are investing their hard earned money are advised to independently analyse the issues or consult an investment advisor before making any decision.

"CAUTIONARY NOTE" - this blog is not responsible for any loss, whatsoever . please do consult an investment advisor if your not able to evaluate the investment / economic / risk scenario independently

feel free to contact us at
sherkochiraj@indiatimes.com or at rmanjuesh@gmail.com

Tuesday, July 29, 2014

10 Stock to own and 10 stock to shun

10 Stock to own based on performance in FY2015 Q1

Company name	Sales (Rs crore)		Net Profit (Rs crore)
	Jun-14	Jun-13	%Chg	Jun-14	Jun-13	%Chg
TCS	17,438	13,944	25	5,097	3,298	55
HDFC Bank	11,220	9,663	16	2,233	1,844	21
Wipro	9,963	8,732	14	2,067	1,306	58
Bharti Infratel	1,323	1,193	11	1,207	441	174
Idea Cellular	7,483	6,470	16	643	404	59
IndusInd Bank	2,297	1,912	20	421	335	26
Indiabulls Hsg	1,270	1,164	9	412	327	26
Ambuja Cements	2,706	2,346	15	409	324	26
JSW Energy	1,691	1,465	15	239	167	43
Federal Bank	1,772	1,653	7	220	106	108

10 Stock to shun based on performance in FY2015 Q1

Company name	Sales (Rs crore)		Net Profit (Rs crore)
	Jun-14	Jun-13	%Chg	Jun-14	Jun-13	%Chg
Cairn India	2375	2133	11	644	1989	-68
Reliance Infra	2524	3265	-23	321	374	-14
Shriram Trans	2016	1864	8	306	341	-10
Zee Entertain	789	708	12	210	250	-16
Indian Bank	3929	3666	7	207	317	-35
M&M Financial	1275	1092	17	155	191	-19
ING Vysya Bank	1400	1309	7	143	175	-18
Colgate	951	845	13	135	185	-27
Allahabad Bank	5049	4564	11	113	413	-73
Glenmark	593	508	17	104	118	-12

Saturday, July 12, 2014

Piramal Enterprises DY 7.5% Ex-Div 15Jul2014

What will happen to price Piramal Enterprises shares
post Ex Dividend dates 15 Jul 2014 from CMP of Rs.698

Piramel Enterprises shares now quoting at Rs 698 gives a dividend yield of 7.52%
BSE: 500302 NSE: PEL ISIN: INE140A01024
A) it will fall by 7.5% to compensate to dividend of Rs 52.5 in which case all who bought shares at 698 will be in no profit / no loss zone
B) it will remain at around 698 in which case all those who bought shares even at 698 will be at marginal profits of 7.5^%
C) it will fall drastically to Rs 560 level being the lower circuit limit for the daywherein all those who bought shares post May 2014 will be at loss
D) it will move up considering Rs 189 per share net accrection in value as detailed below
i) the profit of Rs 2400 crore net of tax in Vodaphone share sale (EPS 139.20) in Apr -June quarter
ii) the accretion in price of Piramel's investment in Shriram City Union Finance by Rs 29 8 crore (EPS17.25) in Apr June quarter
iii) the accretion in price of Piramel's investment in Shriram Transport Finance by Rs 442 crore (EPS 30.98) in Apr June quarter -
My target for Piramal Enterprises is Rs 840 for the six months with a stop loss of Rs. 640

http://www.nseindia.com/live_market/dynaContent/live_watch/get_quote/GetQuote.jsp?symbol=PEL http://www.bseindia.com/stock-share-price/piramal-enterprises-ltd/piramal-ent/500302/http://www.moneycontrol.com/india/stockpricequote/pharmaceuticals/piramalenterprises/PH05 http://profit.ndtv.com/stock/piramal-enterprises-ltd_pel/http://www.indiainfoline.com/Markets/Company/Piramal-Enterprises-Ltd/500302

And the answer was that stock piramal entreprises
on 15.07.2014 was quoting at Rs. 632.35 on NSE down 9.4% or Rs. 65.65
on 16.07.2014 was quoting at Rs 647.15 on NSE recovering 2.34% or Rs 14.80

Saturday, July 5, 2014

NSE Down Price band of 3 securities wef July 07, 2014

NSE in pursuance of Capital Market Segment Regulation Part- A, 2.5, the price bands for list of 3 numbers of securities in whose price band has been revised down to 10 /5 from 20 to 20% with effect from July 07, 2014 shall be as follows

Symbol	Series	Security Name	From	To	ISIN
PUNJABCHEM	EQ	Punjab Chemicals & Crop Protection Limited	10	5	INE277B01014
EXCELCROP	EQ	Excel Crop Care Limited	20	10	INE223G01017
GUFICBIO	EQ	Gufic Biosciences Limited	20	10	INE742B01025

Source : http://www.nseindia.com/content/circulars/SURV27087.zip

NSE UP's Price band of 85 securities from 10 to 20% wef July 07, 2014

NSE in pursuance of Capital Market Segment Regulation Part- A, 2.5, the price bands for list of 85 numbers of securities in whose price band has been revised up from 10 to 20% with effect from July 07, 2014 shall be as follows
Source : http://www.nseindia.com/content/circulars/SURV27087.zip

Symbol	Series	Security Name	From	To	ISIN
AARTIDRUGS	EQ	Aarti Drugs Limited	10	20	INE767A01016
ALEMBICLTD	EQ	Alembic Limited	10	20	INE426A01027
ALOKTEXT	EQ	Alok Industries Limited	10	20	INE270A01011
ANSALHSG	EQ	Ansal Housing and Construction Limited	10	20	INE880B01015
APARINDS	EQ	Apar Industries Limited	10	20	INE372A01015
ARCOTECH	EQ	Arcotech Limited	10	20	INE574I01027
ATUL	EQ	Atul Limited	10	20	INE100A01010
AURIONPRO	EQ	Aurionpro Solutions Limited	10	20	INE132H01018
AXIS-IT&T	EQ	Axis-IT&T Limited	10	20	INE555B01013
BAJAJHIND	EQ	Bajaj Hindusthan Limited	10	20	INE306A01021
BGRENERGY	EQ	BGR Energy Systems Limited	10	20	INE661I01014
BSLIMITED	EQ	BS LIMITED	10	20	INE043K01029
CANFINHOME	EQ	Can Fin Homes Limited	10	20	INE477A01012
CENTURYPLY	EQ	Century Plyboards (India) Limited	10	20	INE348B01021
CERA	EQ	Cera Sanitaryware Limited	10	20	INE739E01017
DEEPIND	EQ	Deep Industries Limited	10	20	INE677H01012
DHUNINV	EQ	Dhunseri Investments Limited	10	20	INE320L01011
DREDGECORP	EQ	Dredging Corporation of India Limited	10	20	INE506A01018
ELECON	EQ	Elecon Engineering Company Limited	10	20	INE205B01023
FACT	EQ	Fertilizers and Chemicals Travancore Limited	10	20	INE188A01015
FCEL	EQ	Future Consumer Enterprise Limited	10	20	INE220J01025
FEDDERLOYD	EQ	Fedders Lloyd Corporation Limited	10	20	INE249C01011
GANESHHOUC	EQ	Ganesh Housing Corporation Limited	10	20	INE460C01014
GINNIFILA	EQ	Ginni Filaments Limited	10	20	INE424C01010
GITANJALI	EQ	Gitanjali Gems Limited	10	20	INE346H01014
GOKEX	EQ	Gokaldas Exports Limited	10	20	INE887G01027
GOLDINFRA	EQ	Goldstone Infratech Limited	10	20	INE260D01016
HARRMALAYA	EQ	Harrisons Malayalam Limited	10	20	INE544A01019
HBSTOCK	EQ	HB Stockholdings Limited	10	20	INE550B01014
HCL-INSYS	EQ	HCL Infosystems Limited	10	20	INE236A01020
HITECHGEAR	EQ	Hi-Tech Gears Limited	10	20	INE127B01011
HMT	EQ	HMT Limited	10	20	INE262A01018
IL&FSTRANS	EQ	IL&FS Transportation Networks Limited	10	20	INE975G01012
IMFA	EQ	Indian Metals & Ferro Alloys Limited	10	20	INE919H01018
ITI	EQ	ITI Limited	10	20	INE248A01017
IVP	EQ	IVP Limited	10	20	INE043C01018
JENSONICOL	EQ	Jenson & Nicholson (India) Limited	10	20	INE819B01021
JINDALPOLY	EQ	Jindal Poly Films Limited	10	20	INE197D01010
JINDALSAW	EQ	Jindal Saw Limited	10	20	INE324A01024
JINDRILL	EQ	Jindal Drilling And Industries Limited	10	20	INE742C01031
JKLAKSHMI	EQ	JK Lakshmi Cement Limited	10	20	INE786A01032
JYOTISTRUC	EQ	Jyoti Structures Limited	10	20	INE197A01024
KABRAEXTRU	EQ	Kabra Extrusion Technik Limited	10	20	INE900B01029
KCP	EQ	KCP Limited	10	20	INE805C01028
KEI	EQ	KEI Industries Limited	10	20	INE878B01027
KHANDSE	EQ	Khandwala Securities Limited	10	20	INE060B01014
KITEX	EQ	Kitex Garments Limited	10	20	INE602G01020
KOLTEPATIL	EQ	Kolte - Patil Developers Limited	10	20	INE094I01018
MAANALU	EQ	Maan Aluminium Limited	10	20	INE215I01019
MAXWELL	EQ	Maxwell Industries Limited	10	20	INE450G01024
MMTC	EQ	MMTC Limited	10	20	INE123F01029
MOHITIND	EQ	Mohit Industries Limited	10	20	INE954E01012
MONNETISPA	EQ	Monnet Ispat and Energy Limited	10	20	INE743C01013
MORARJEE	EQ	Morarjee Textiles Limited	10	20	INE161G01027
NAGREEKEXP	EQ	Nagreeka Exports Limited	10	20	INE123B01028
NBCC	EQ	National Buildings Construction Corporation Limited	10	20	INE095N01015
NBVENTURES	EQ	Nava Bharat Ventures Limited	10	20	INE725A01022
NFL	EQ	National Fertilizers Limited	10	20	INE870D01012
NGCT	EQ	Northgate Com Tech Limited	10	20	INE970N01019
PATINTLOG	EQ	Patel Integrated Logistics Limited	10	20	INE529D01014
PDPL	EQ	Parenteral Drugs (India) Limited	10	20	INE904D01019
PFRL	EQ	Pantaloons Fashion & Retail Limited	10	20	INE647O01011
PPAP	EQ	Precision Pipes And Profiles Company Limited	10	20	INE095I01015
PRAKASH	EQ	Prakash Industries Limited	10	20	INE603A01013
PRESSMN	EQ	Pressman Advertising Limited	10	20	INE980A01023
PSB	EQ	Punjab & Sind Bank	10	20	INE608A01012
RAIN	EQ	Rain Industries Limited	10	20	INE855B01025
RUBYMILLS	EQ	The Ruby Mills Limited	10	20	INE301D01026
SAMBANDAM	EQ	Sambandam Spinning Mills Limited	10	20	INE304D01012
SANWARIA	EQ	Sanwaria Agro Oils Limited	10	20	INE890C01046
SBT	EQ	State Bank of Travancore	10	20	INE654A01024
SESHAPAPER	EQ	Seshasayee Paper and Boards Limited	10	20	INE630A01016
SINTEX	EQ	Sintex Industries Limited	10	20	INE429C01035
SKMEGGPROD	EQ	SKM Egg Products Export (India) Limited	10	20	INE411D01015
SMSPHARMA	EQ	SMS Pharmaceuticals Limited	10	20	INE812G01017
STERTOOLS	EQ	Sterling Tools Limited	10	20	INE334A01015
TEXRAIL	EQ	Texmaco Rail & Engineering Limited	10	20	INE621L01012
THINKSOFT	EQ	Thinksoft Global Services Limited	10	20	INE201K01015
TRIDENT	EQ	Trident Limited	10	20	INE064C01014
TTML	EQ	Tata Teleservices (Maharashtra) Limited	10	20	INE517B01013
UTTAMVALUE	EQ	Uttam Value Steels Limited	10	20	INE292A01015
VHL	EQ	Vardhman Holdings Limited	10	20	INE701A01023
ZANDUREALT	EQ	Zandu Realty Limited	10	20	INE719A01017
ZEEMEDIA	EQ	Zee Media Corporation Limited	10	20	INE966H01019
ZODIACLOTH	EQ	Zodiac Clothing Company Limited	10	20	INE206B01013

NSE UP's Price band of 10 securities from 5 to 20% wef July 07, 2014

NSE in pursuance of Capital Market Segment Regulation Part- A, 2.5, the price bands for list of 10 numbers of securities in whose price band has been revised up from 5 to 20% with effect from July 07, 2014 shall be as follows
Source : http://www.nseindia.com/content/circulars/SURV27087.zip

Symbol	Series	Security Name	From	To	ISIN
AHMEDFORGE	EQ	Ahmednagar Forgings Limited	5	20	INE425A01011
AVANTI	EQ	Avanti Feeds Limited	5	20	INE871C01012
BINDALAGRO	EQ	Oswal Chemicals & Fertilizers Limited	5	20	INE143A01010
HBLPOWER	EQ	HBL Power Systems Limited	5	20	INE292B01021
JAYNECOIND	EQ	Jayaswal Neco Industries Limited	5	20	INE854B01010
MTNL	EQ	Mahanagar Telephone Nigam Limited	5	20	INE153A01019
ORIENTCEM	EQ	Orient Cement Limited	5	20	INE876N01018
PRATIBHA	EQ	Pratibha Industries Limited	5	20	INE308H01022
SHASUNPHAR	EQ	Shasun Pharmaceuticals Limited	5	20	INE317A01028
TECHNO	EQ	Techno Electric & Engineering Company Limited	5	20	INE286K01024

NSE UP's Price band of 95 securities from 5 to 10% wef July 07, 2014

NSE in pursuance of Capital Market Segment Regulation Part- A, 2.5, the price bands for list of 95 numbers of securities in whose price band has been revised up from 5 to 10% with effect from July 07, 2014 shall be as follows
Source : http://www.nseindia.com/content/circulars/SURV27087.zip

Symbol	Series	Security Name	From	To	ISIN
AGCNET	EQ	AGC Networks Limited	5	10	INE676A01019
AJMERA	EQ	Ajmera Realty & Infra India Limited	5	10	INE298G01027
AKSHOPTFBR	EQ	Aksh Optifibre Limited	5	10	INE523B01011
ALCHEM	EQ	Alchemist Limited	5	10	INE964B01033
ALMONDZ	EQ	Almondz Global Securities Limited	5	10	INE326B01027
ARCHIDPLY	EQ	Archidply Industries Limited	5	10	INE877I01016
AROGRANITE	EQ	Aro Granite Industries Limited	5	10	INE210C01013
ARROWTEX	EQ	Arrow Textiles Limited	5	10	INE933J01015
ASSAMCO	EQ	Assam Company India Limited	5	10	INE442A01024
BANARBEADS	EQ	Banaras Beads Limited	5	10	INE655B01011
BBL	EQ	Bharat Bijlee Limited	5	10	INE464A01028
BFUTILITIE	EQ	BF Utilities Limited	5	10	INE243D01012
CANTABIL	EQ	Cantabil Retail India Limited	5	10	INE068L01016
CHESLINTEX	EQ	Cheslind Textiles Limited	5	10	INE217C01018
CHROMATIC	EQ	Chromatic India Limited	5	10	INE662C01015
CINELINE	EQ	Cineline India Limited	5	10	INE704H01022
COUNCODOS	EQ	Country Condo's Limited	5	10	INE695B01025
CREATIVEYE	EQ	Creative Eye Limited	5	10	INE230B01021
DWARKESH	EQ	Dwarikesh Sugar Industries Limited	5	10	INE366A01033
EUROTEXIND	EQ	Eurotex Industries and Exports Limited	5	10	INE022C01012
EXCELINFO	EQ	Excel Infoways Limited	5	10	INE688J01015
FINANTECH	EQ	Financial Technologies (India) Limited	5	10	INE111B01023
GAL	EQ	Gyscoal Alloys Limited	5	10	INE482J01013
GEECEE	EQ	GeeCee Ventures Limited	5	10	INE916G01016
GKB	EQ	GKB Ophthalmics Limited	5	10	INE265D01015
GKWLIMITED	EQ	GKW Limited	5	10	INE528A01020
GLOBOFFS	EQ	Global Offshore Services Limited	5	10	INE446C01013
GOENKA	EQ	Goenka Diamond and Jewels Limited	5	10	INE516K01024
GUJNRECOKE	EQ	Gujarat NRE Coke Limited	5	10	INE110D01013
GUJNRECOKE	W1	Gujarat NRE Coke Limited	5	10	INE110D13018
HARITASEAT	EQ	Harita Seating Systems Limited	5	10	INE939D01015
HINDCOMPOS	EQ	Hindustan Composites Limited	5	10	INE310C01011
HIRAFERRO	EQ	Hira Ferro Alloys Limited	5	10	INE573I01011
HYDROS&S	EQ	Hydro S & S Industries Limited	5	10	INE473D01015
INDTERRAIN	EQ	Indian Terrain Fashions Limited	5	10	INE611L01013
JAGSNPHARM	EQ	Jagsonpal Pharmaceuticals Limited	5	10	INE048B01027
JAMNAAUTO	EQ	Jamna Auto Industries Limited	5	10	INE039C01016
JUBLINDS	EQ	Jubilant Industries Limited	5	10	INE645L01011
KANANIIND	EQ	Kanani Industries Limited	5	10	INE879E01037
KARMAENG	EQ	Karma Energy Limited	5	10	INE725L01011
KARURKCP	EQ	Karur K.C.P. Packkagings Limited	5	10	INE727F01019
KICL	EQ	Kalyani Investment Company Limited	5	10	INE029L01018
KOTARISUG	EQ	Kothari Sugars And Chemicals Limited	5	10	INE419A01022
KOTHARIPET	EQ	Kothari Petrochemicals Limited	5	10	INE720A01015
KOTHARIPRO	EQ	Kothari Products Limited	5	10	INE823A01017
KTIL	EQ	Kesar Terminals & Infrastructure Limited	5	10	INE096L01017
LPDC	EQ	Landmark Property Development Company Limited	5	10	INE197J01017
MALUPAPER	EQ	Malu Paper Mills Limited	5	10	INE383H01017
MCDHOLDING	EQ	McDowell Holdings Limited	5	10	INE836H01014
MICROSEC	EQ	Microsec Financial Services Limited	5	10	INE019J01013
MUKANDLTD	EQ	Mukand Limited	5	10	INE304A01026
NOL	EQ	National Oxygen Limited	5	10	INE296D01010
NOVOPANIND	EQ	Novopan Industries Limited	5	10	INE460B01016
ORIENTLTD	EQ	Orient Press Limited	5	10	INE609C01024
ORIENTPPR	EQ	Orient Paper & Industries Limited	5	10	INE592A01026
OUDHSUG	EQ	The Oudh Sugar Mills Limited	5	10	INE594A01014
PATSPINLTD	EQ	Patspin India Limited	5	10	INE790C01014
PDUMJEPULP	EQ	Pudumjee Pulp & Paper Mills Limited	5	10	INE606A01024
PGIL	EQ	Pearl Global Industries Limited	5	10	INE940H01014
PHOENIXLL	EQ	Phoenix Lamps Limited	5	10	INE455B01016
PRADIP	EQ	Pradip Overseas Limited	5	10	INE495J01015
RAIREKMOH	EQ	Raisaheb Reckhchand Mohota Spinning & Weaving Mills Limited	5	10	INE313D01013
RAJVIR	EQ	Rajvir Industries Limited	5	10	INE011H01014
RAMKY	EQ	Ramky Infrastructure Limited	5	10	INE874I01013
REFEX	EQ	Refex Refrigerants Limited	5	10	INE056I01017
RICOAUTO	EQ	Rico Auto Industries Limited	5	10	INE209B01025
RKDL	EQ	Ravi Kumar Distilleries Limited	5	10	INE722J01012
ROHITFERRO	EQ	Rohit Ferro-Tech Limited	5	10	INE248H01012
SAHPETRO	EQ	Sah Petroleums Limited	5	10	INE586G01017
SAKTHIFIN	EQ	Sakthi Finance Limited	5	10	INE302E01014
SALONACOT	EQ	Salona Cotspin Limited	5	10	INE498E01010
SEAMECLTD	EQ	Seamec Limited	5	10	INE497B01018
SEPOWER	EQ	S.E. Power Limited	5	10	INE735M01018
SGJHL	EQ	SHREE GANESH JEWELLERY HOUSE (I) LIMITED	5	10	INE553K01019
SHIRPUR-G	EQ	Shirpur Gold Refinery Limited	5	10	INE196B01016
SHRIRAMEPC	EQ	Shriram EPC Limited	5	10	INE964H01014
SIMPLEXCAS	EQ	Simplex Castings Limited	5	10	INE658D01011
SKUMARSYNF	EQ	S. Kumars Nationwide Limited	5	10	INE772A01016
SPLIL	EQ	SPL Industries Limited	5	10	INE978G01016
SRHHYPOLTD	EQ	Sree Rayalaseema Hi-Strength Hypo Limited	5	10	INE917H01012
STOREONE	EQ	Store One Retail India Limited	5	10	INE034H01016
SUNDARAM	EQ	Sundaram Multi Pap Limited	5	10	INE108E01023
SUPER	EQ	Super Sales India Limited	5	10	INE091C01017
SURANACORP	EQ	Surana Corporation Limited	5	10	INE357D01010
SYNCOM	EQ	Syncom Healthcare Limited	5	10	INE602K01014
TECHNOFAB	EQ	Technofab Engineering Limited	5	10	INE509K01011
TIJARIA	EQ	Tijaria Polypipes Limited	5	10	INE440L01017
TNPETRO	EQ	Tamilnadu PetroProducts Limited	5	10	INE148A01019
TOKYOPLAST	EQ	Tokyo Plast International Limited	5	10	INE932C01012
TRIGYN	EQ	Trigyn Technologies Limited	5	10	INE948A01012
UNIENTER	EQ	Uniphos Enterprises Limited	5	10	INE037A01022
VIKASGLOB	EQ	Vikas GlobalOne Limited	5	10	INE806A01020
VINYLINDIA	EQ	Vinyl Chemicals (India) Limited	5	10	INE250B01029
WINSOME	EQ	Winsome Yarns Limited	5	10	INE784B01035
XCHANGING	EQ	Xchanging Solutions Limited	5	10	INE692G01013

ValuePick's for 2014

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