On the stocks which are already on our recommended list we feel Orchid Chemicals and Riddhi Siddhi Gluco Biols will emerge as clear winner in this new year.
On the large cap we like
ONGC (CMP Rs. 1236.50/-)
The stock currently trades at 12 times it's FY08E EPS of 105. At the current price the stock is an excellent value buy. Being an Oil Exploration company the high oil prices is set to benefit it's top line and bottom line growth. ONGC's aggressive gas discovery this year provides a positive outlook for re-rating in this counter.
On the Smallcap front our picks are
Shri Lakshmi Cotsyn Ltd (CMP Rs.197/-)
The stock currently trades at less than 6 times it's trailing 12 month EPS. With aggressive expansion plans and strong operating margins among textile stocks, the stock is a good value pick for the coming year.
Himalya International (CMP Rs. 27/-)
The stock currently trades at around 9 times it's trailing 12 month EPS. With growing domestic retail sector this food processing company is expected to see aggressive growth in both top line and bottom line earnings.
On the Midcap stocks we bet on
JK Lakshmi Cement (CMP Rs.198/-)
Coming soon...Watch out our blog for a detailed analysis on JK Lakshmi Cement
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Monday, December 31, 2007
Our Picks For the Year 2008
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7 comments:
You have recommended Orchid at around 220 and now it is trading at near 300. Would you still suggest a buy on this?
Yes we are positive on orchid at this level. Orchid has quiet good number of FDA filings for which approval are expected in the years to come. If you are a short term investor you can wait for some correction. Long term investors can definitely enter at this level
Hi Srivatsan,
Thanks for your gr8 job.We both wish you a very happy newyear2008.
Nice blog and Stock Recommendation. Keep up the good work
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