Micro Tech

Swastika Investments on Micro Tec @ Moneycontrol.com

Stocks at Discount to their Book Value

Moneycontrol Article

Punj Lloyd

SP Tulisian at Moneycontrol on Punj Lloyd

Analysis : Manappuram - Change in RBI Norms

RBI has recently notified that loans against Gold are no longer eligible for priority sector lending. Moneycontrol has an article on this with reference to impact on Manappuram.
Moneycontrol Article

3i Infotech - Quarterly Results Update

Moneycontrol Article

Yes Bank : Target Rs.400?

Yes Bank is currently running at Rs.270 & has recently declared their Q4-10 Results. They continue their impressive growth story. Here, Moneycontrol site has a reference to a recent report from Prabhudas Lilladher giving target of about Rs.400. Normally brokerage houses keep a one year horizon for such targets. In this case, I expect this target in next 3-6 months. All the banking stocks have been hammered down expecting Central bank to increase the rates.

My Friend Bhuvan Singhi thinks that given the current circumstances, Yes Bank can even correct further to 220 levels. He has a technical view of the market.

Regards,
Rohit

Disclosure: We are heavily invested in Yes Bank.

JBF - Hidden Gems?

Here, Moneycontrol has a brief article on JBF Industries. I originally picked up JBF Industries a year ago from an article in Outlook Profit, if I recollect well.

Cheers
Rohit

Disclosure: We have invested in JBF Industries.