Short Jet Airways ; target Rs 771
Buy Allied Digital Services; target Rs 245
Buy Talbros Automotive Components; target Rs 78.50
Buy SRF; target Rs 288
Mukand
-Co plans to sell 60 acre land near Thane
-Sale of land for Rs 600 cr
-Current mkt cap of co around Rs 560 cr
-Plans to reduce debt to boost bottomline
-FY11 EPS seen at Rs 14
-Medium term target at Rs 100
Natco Pharma
-Mkt cap of co around Rs 600-700 cr
-Owns 300 acre of land near Hyderabad airport
-Entered into JV with Mylan for oncology pdt
-Promoters say not looking to dilute stake
-Target of `600 over next 6-8 mnths
Gitanjali Gems
-Stk available at deep discount to mkt leader Titan
-Forayed into all biz areas where Titan is present
-Brands: Gili, Asmi, D'damas, Nakshatra
-4 brands valued at Rs 1500 cr
-Limited downside on the stock
Panacea Biotec
-Bagged orders from UNICEF worth over $300 m
-Only 2 competitors in polio vaccine biz in India
-More orders expected from UNICEF going fwd
-Recently concluded buyback on the stock
-FY11 EPS seen at over Rs 18-20
-Long term target of Rs 250-300
Tata Global Beverage
-Steady play on improving tea prices
-Tie up with Pepsi for health beverages
-Substantial presence in export markets
-Higher tea prices will lead to higher profits & margins
-Significant upside from the coffee business
-Long term target seen at `150
Shree Renuka Sugars
-Brazilian acqn helped to even out sugar cycle
-Expect positive news in sugar industry
-Domestic & intl sugar prices may harden
-Long term target seen at `100
United Breweries
-Posted strong Q1 earnings
-Planned invst of over `600 cr in mfg biz
-Debt mitigation led to reduction in int cost
-May post 20-25% vol growth YoY, for 3 yrs
Opto Circuits India
-Improved biz model with global acqns
-Expect over 25% growth in topline
-Recent US acqn to improve outlook
