Most Hot Buy: Buy NOW

Pasupati Acrylon Bse 500456: Result tomorrow

Q1 NP as per denofwealth estimates should be 150% higher YoY

Q1 NP should be 17 cr or even higher. Highest ever quarterly NP

Stock trading at only 3.50xFY17Eeps

TP Rs 35-37 in 4-7 trading sessions

Rs 45 in 1 month

Big market ahead for Triveni Glass Ltd:

Amravati proposed New capital of Andhra is just 80 km from TGL plant. When construction of Amravati gathers momentum, demand for building interior materials in that area will soar. TGL Will be amongst big beneficiary as there is no other glass plant in 200 km radius. Transportation of glass from long distances is not only risky ( breakages) but very expensive as well. Hence, TGL should witness never-before-seen demand boom for its designer glasses. Once OTS is fully implemented, co may go for massive Expansion considering impending demand explosion. And TGL can improve profit margins substantially. Still our Top Pick in Dark Horse segment with TP of 100+ in 2 years.

Few Updates/ Calls of denofwealth vs CNBC/CLSA/ other big brokerage houses:

A. We gave buy call on Maruti @ 4550 that stock vl make new high and in less than a week, stock crossed 5000
B. Bajaj Auto: When almost entire India was giving SHORT call as we had conviction. And with God's blessings, we emerged winners. Stock rose sharply.
C. Larsen: We gave SHORT call at 1555. Almost all investors were on cloud Nine when whimsical CLSA and others upgraded Larsen that we shall be proved wrong. But stock had already slipped Rs 80 since then. Again God helped us
D. Voltas : Despite best ever results, Clsa and CNBC and others gv sell call. We hope in few days, we should prove right.
Least said about Clsa, better it is. Since they gave sell call on BIOCON few months back, stock has more than doubled. They r so egoistic that even now repeating sell on BIOCON with TP 450. I remember around 3 years back Clsa had gvn Buy on an auto ancillary @ 100 or so. Thereafter stock plunged below Rs 10

Result Update on Voltas:
NP little lower than our est. Still significantly higher than Bloomberg estimate. Panic selling. We advise our investors to hold. Brokerage houses likely to upgrade. Stock came down as leading channel gave SHORT call. However we have conviction that stock will rise again

VOLTAS Q1 result today:

Best Ever Results. Stock to make NEW Lifetime High

BTST TP 390+

August Expiry TP 435

denofwealth est EBIDTA to be 220cr vs Bloomberg 165cr, beating by 33percent

denofwealth est PAT @ 172cr vs Bloomberg est 125 cr bearing by 38 percent

Rising 108percent QoQ

Huge improvement due to benign R/M costs and excellent high margin biz in M East

Suggest positional trade for higher return

Stock can cross 400.

Annualised Eps Rs 18. With PERatio of 30 ( this stock/ industry gets), stock worth Rs 500+ in 9-12 months

Big Trigger forTriveni Glass Ltd:

In FY16, TGL was operating only 1 plant. However in its Rajahmundry factory only, 2nd plant was lying closed. Now, 2nd plant has also become operational. Although capacity of 2nd plant is same as of 1st but capacity utilisation of 2 nd plant will be around 60 percent. Hence capacity of TGL stands enhanced by 60 percent. Figured glass being high margin biz, TGL should achieve Rs 12 Eps for FY18.
Stock is still available @ 1.90xFY18Eeps.
Stock should come out of T group next month as only few hundred promoter shares remains physical. Even if stock gets modest PERatio of 10, stock price can be Rs 120 in less than 2 years.