1) Aditya Birla Nuvo:
We see strong growth in almost all major segments. Any positive policy framework (both on telecom & financial sectors front) shall be key triggers for the stock. Due to diversified nature of the company, the stock does not get a high PE rating. However, any demerger or restructure of business verticals can trigger a very strong upward movement in the stock. At current market price, ABNL is trading at FY13E and FY14E, P/E multiple of 12.3x and10.1x.
2) BhartiBSE 0.42 % Airtel:
The emerging regulatory clarity is likely to be positive for the Indian telecom sector. Bharti, being the leader in the space, will remain the key beneficiary of the same, in our view.
Bharti is currently trading at EV/EBIDTA of 8.13x, which is lower than its peer group average. We believe that at current valuations, the company is attractively priced and can be a good investment bet from a long term perspective.
3) Coal India:
Availability of rakes/day has improved substantially from CY12, which will aid CILBSE -1.41 % in solving the logistics bottlenecks. The targeted sales volume by CIL requires ~193 rakes/day in FY13E. For the first two months of FY13, actual availability has been ~182 rakes/day. The proposed benefit sharing framework under the new Bill will increase the tax incidence on the mining entities which intends to levy a tax of 26% on coal mining profits. But this will help Coal indiaBSE -1.41 % take the benefit of getting the forest clearance faster.
4) Engineers India:
EIL is trading at FY13E and FY14E, P/E multiple of 12.2x and10.2x, respectively. Historically in the last 3 years, EIL has traded at 1-year forward P/E band of 15.2x. Government's announcement of Cabinet Committee on Infrastructure where they are likely to review 47 projects (some of them held by ONGCBSE -2.02 %, RILBSE -0.79 %, Cairn), indicates that the government has realized the severe slow-down in the capex cycle and the need to revive investment cycle in the hydro-carbon space.
With reform announcements here to stay, increased activity in the Hydro-Carbons vertical and given the strong market position of EIL in this vertical, we are confident that for any revival in this space, EIL would be the biggest beneficiary.
5) Hindustan Unilever:
HULBSE -0.96 % has strong brand leadership with No.1 position in segments like soaps, haircare, homecare, laundry, skin care, deodorants etc. and No.2 position in oral care and tea which clearly denotes its strong brand leadership. Palm oil prices have lost 22% so far this year and are further expected to be weaker because of a record build-up in Malaysian stocks. This in turn is expected to improve the EBITDA margin of HUL going forward.
for more click following link..........
http://sharebazaarfundamentals.blogspot.in/2013/02/top-safe-stocks-to-invest-in-rgess_9.html
We see strong growth in almost all major segments. Any positive policy framework (both on telecom & financial sectors front) shall be key triggers for the stock. Due to diversified nature of the company, the stock does not get a high PE rating. However, any demerger or restructure of business verticals can trigger a very strong upward movement in the stock. At current market price, ABNL is trading at FY13E and FY14E, P/E multiple of 12.3x and10.1x.
2) BhartiBSE 0.42 % Airtel:
The emerging regulatory clarity is likely to be positive for the Indian telecom sector. Bharti, being the leader in the space, will remain the key beneficiary of the same, in our view.
Bharti is currently trading at EV/EBIDTA of 8.13x, which is lower than its peer group average. We believe that at current valuations, the company is attractively priced and can be a good investment bet from a long term perspective.
3) Coal India:
Availability of rakes/day has improved substantially from CY12, which will aid CILBSE -1.41 % in solving the logistics bottlenecks. The targeted sales volume by CIL requires ~193 rakes/day in FY13E. For the first two months of FY13, actual availability has been ~182 rakes/day. The proposed benefit sharing framework under the new Bill will increase the tax incidence on the mining entities which intends to levy a tax of 26% on coal mining profits. But this will help Coal indiaBSE -1.41 % take the benefit of getting the forest clearance faster.
4) Engineers India:
EIL is trading at FY13E and FY14E, P/E multiple of 12.2x and10.2x, respectively. Historically in the last 3 years, EIL has traded at 1-year forward P/E band of 15.2x. Government's announcement of Cabinet Committee on Infrastructure where they are likely to review 47 projects (some of them held by ONGCBSE -2.02 %, RILBSE -0.79 %, Cairn), indicates that the government has realized the severe slow-down in the capex cycle and the need to revive investment cycle in the hydro-carbon space.
With reform announcements here to stay, increased activity in the Hydro-Carbons vertical and given the strong market position of EIL in this vertical, we are confident that for any revival in this space, EIL would be the biggest beneficiary.
5) Hindustan Unilever:
HULBSE -0.96 % has strong brand leadership with No.1 position in segments like soaps, haircare, homecare, laundry, skin care, deodorants etc. and No.2 position in oral care and tea which clearly denotes its strong brand leadership. Palm oil prices have lost 22% so far this year and are further expected to be weaker because of a record build-up in Malaysian stocks. This in turn is expected to improve the EBITDA margin of HUL going forward.
for more click following link..........
http://sharebazaarfundamentals.blogspot.in/2013/02/top-safe-stocks-to-invest-in-rgess_9.html
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