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Disclaimer: The Stockletters are part of multiple services offered by Moneylife Advisory Services which is a SEBI registered investor advisor (Registration No: INA000003429).
The stockletters are only a source of information. We offer a shortlist of quality stocks, which may merit further research and analysis and then possibly could be chosen for
investments. It would not be possible for subscribers to do their research through us. Remember, we are not recommending that you buy these stocks. We are using our screening
system to offer you a shortlist of stocks. If you wish to act on this shortlist, please consult an investment advisor who would guide you about the appropriateness of these stocks,
in conjunction with your risk profile and suitability of stocks as an investment product. Although information has been obtained from and is based upon sources we believe to be
reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Information presented is general information that does not take into account your
individual circumstances, financial situation, or needs, nor does it present a personalised recommendation to you. Individual stocks presented may not be suitable for you.
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Bajaj Finance Financial Services Apart from banks, one of the best placed to fund the aspirations of the a rising middle class
Best auto battery manufacturer. Has done very well even during slowdown. Poised for huge
Amara Raja Batteries Auto Components
growth
Supreme Industries Plastics Plastic processing company with a strong brand equity. Highly efficient with capital use
One of the top manufacturers of sanitaryware. High return on equity. Government focus on
Cera Sanitaryware Building Material
toilets helps
Subsidiary of HDFC, focus on lower semi-urban and rural areas where demand will remain
Gruh Finance Financial Services
high
Motherson Sumi Systems Auto Components A globally competitive auto components manufacturer with great long term strategic thinking
Lupin Pharma Among the top Indian pharma companies. Strong global growth. High ROCE
Atul Auto Auto Strong player in the three wheeler market. Recording fast growth and high RoCE
Another among the strong smaller pharma companies in India. Low profile. High return on
Alembic Pharmaceuticals Pharma
equity. Strong financial management
Zensar Technologies Software & IT Services A small but global IT player with extremely high RoNW of 25% and low valuation
VST Tillers Tractors Farm & Farm Inputs One of the few farm-focused listed companies. Has a 23% RoNW and reasonable valuation
Global leader in the automotive cables. High RoCE. Not dependent on domestic customers
Suprajit Engineering Auto Components
alone
TVS Srichakra Auto Components Leading two & three-wheeler tyre manufacturer. Low valuation and high RONW of 49%
Pan India presence with offerings across the financial services spectrum, leading to
Cholamandalam Investment Financial Services cross-selling opportunities. Niche focus on under-penetrated rural and semi-urban areas.
& Finance Continuous double digit growth for the past five quarters
North Indias largest MFI backed by strong financial institutions. Low NPAs.Provides loans to
Satin Creditcare Network Financial Services both urban and rural poor.
Lakshmi Vilas Bank Banks Bright prospects due to top management change. Attractive valuation
German multinational in refractories. Has done very well during the slowdown. Poised for
Orient Refractories Industrial Intermediates
strong growth
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Monday, 5 December 2016
Volume 9, Issue 34
Operating Profit - profit generated in the normal course of business (for companies other than bank and NBFCs); arrived at after deducting operating expenses (excluding
depreciation and interest) from sales. For Banks and NBFCs, operating profit is arrived at after deducting operating expenses (excluding depreciation) from total income and net
revenue respectively.
Valuation - ratio of market capitalisation to sales or operating profit. Low ratio is better. Market capitalisation - recently traded price multiplied by number of shares outstanding.
RoE is return on equity which is net profit divided by networth. Entered at price is the price at which we had added the stock to our stockletter.
Current price is the price as on the last trading date of the week. Performance is the return between the entered at price and current price.
Happy investing!