Sokhi Market BUZZ (What's COOKingggg ??)

* The corporate raider who was eyeing Hindalco a year and a half back may again turn active as the share is available at half the price together with Novelis.

* FIIs continue to offload and the market continues to bleed with many scrips making new daily lows irrespective of their intrinsic worth.

* ITC & HUL are the only scrips standing rock solid in the carnage since January 2008. This means that big players are bullish on the domestic consumption story.

* Time and again, the market goes to extremes on either side and even surprises retail investors, who hold on to scrips in the belief that share prices can’t fall further.

* Distress selling by FIIs on the Indian bourses has put domestic investors in distress!

* Hats off to Indian punters, jobbers and operators! They still exist and are melodiously humming “Jeena yahan, Marna yahan…iske siva jaana kahaan?”. That’s the spirit.

* West Bengali’s loss in Uttarakhand’s gain – Nano style. The comrades lose one more vote of confidence, this time from the industrialists.

* Sterlite Tech’s recent acquisition of Brand-Rex of UK, a cabling company shall enable it to increase its cable wire solutions in world markets to 8% from 4%.

* Cement prices are likely to go up by Rs.3 to Rs.5 per bag in October 2008. Look out for cement majors in coming days.

* GAIL and L&T go ex-bonus in few days from now. Marketmen expect GAIL to touch Rs.400 and L&T Rs.2000 in a few months from now.

* Gold sparkles on the back of a financial crisis in the West. Experts see it cross Rs.15000 for 10 gms by March 2009.

* United Phosphorous has announced 31 October as record date for 1:1 bonus issue. It makes sense to pick up this cum bonus stock at current low prices.

* Ranbaxy is a decent medium-term pick as it has corrected heavily. With the promoters increasing stake and the US problems getting resolved, the stock is bound to appreciate.

* JMC Projects is being fancied as a decent stock with good order book and cheap valuation.

* Indian Hume Pipes, which caters to water infrastructure projects, has yet to utilize its huge surplus land bank. A value stock.

* With a likely EPS of over Rs.16 in FY09, Bharat Gears is a good buy.

* Major expansion will trigger decent growth in the bottomline of Amara Raja Batteries. Some analysts strongly recommend the share for decent gain in the medium term.

* With massive investments of over Rs.175 cr. in the last two years, the shares of Hanung Toys & Fabrics are an excellent buy.

* Knowledgeable investors are acquiring the shares of VST Tillers & Tractors as it may relocate its plant from its highly valued Bangalore property. With a likely EPS of over Rs.30, the share is going cheap.

* Having bagged Rs.1100 cr. order for its pipes, Man Industries is a value buy and can fetch over 50% returns in the long-term.

* A mutual fund analyst recommends Rolta, which is a major beneficiary of the nuclear deal. Its sales may exceed Infosys if things work as per plan.

* Market grapevine has it that Austin Engineering is likely to post an EPS of Rs.24 in the current year and may even surprise the market with a liberal bonus.

* Som Distilleries is reportedly faring well and can post an EPS of Rs.8 in FY09 and Rs.12 in FY10. Long-term investors can pick up this scrip.

* Celestial Labs has been attracted good investment buying. Knowledgeable persons project an EPS of Rs.11 in FY09 and a share price of Rs.45.

* In this nervous market, Godawari Power can be bought for decent appreciation in the long-term. It has been allotted coal and iron ore mines, which will push up earnings significantly. Sources expect an EPS of Rs.60 in FY09 and Rs.80 in FY10.

* With an estimated consolidated EPS of Rs.10, the shares of Lumax Auto Tech are an excellent buy. Sources expect a gain of 50% in the medium-to-long-term.

(Paid Membership is open for the OCTOBER SERIES, interested investors can email us on sokhitrading@gmail.com, complete guidance to Indian Stock Markets @ 700per month, please be free to call us on 09239 176 426)

Mold-Tek Technologies Ltd at Rs 67/-.

Fundamentals of the company connected with plastic sector is improving. Company has earned net profit of Rs. 5.5 crores from the gross revenue of Rs.34 crores during second quarter of FY 2008-09. EPS of the company is Rs. 11.81 and book value is Rs. 31.32. Company has successfully signed contract with two companies for KPO.Now company is creating separate company for plastic business. Stock quote at PE of 5.67 is expected to cross the three digit mark in short to medium term. For implementation of scheme of de-merger company has fixed the date of 25 to 27 September for book closure. 52 week high is Rs. 195 and low is Rs. 65. At present the stock quotes at bottom price. Sharekhan has given buy call in the scrip with target price of Rs. 170.
I have recommended this scrip to my PAID MEMBERS from time to time.

Visaka Industries Ltd. at Rs 60/-.

In 07-08, its PAT came down heavily, mainly due to increased cost of cement and losses suffered by garment division (finally, company sold its garment factory at a loss). However, company has maintained 30% dividend. It allotted 2007995 shares to Shakti Roofing.
Valuations: - Stock is trading at: 1) 2.08 x FY09E EPS., 2) 1.87 X FY10E EPS. Needless to say that scrip is a screaming buy. Pays 30% dividend. Book value is Rs. 100/-. May pay interim dividend in current year. Promoters are investor friendly and aggressive. Turnover has grown from 5 crs. to 500 crs. in 15 years. Our price target: a) Rs. 105/- in 3-4 months., b) Rs. 150-160 in less than 12 months.

What do we do now.....Don't Panic !!

Dear Investors,

With the news out on Sunday that Lehman going to be bankrupt , we said a dull day for markets on monday , but it became a nightmare where at one point of time markets plunged nearly 800 points , thanks to the late shot covering as market closed with a loss below 500 points , Other Asian markets like Japan , China and Korea were lucky as they were on long week end .

Yesterday the mood in US markets was gloomy as the DOW opened with gap down of more than 300 points , at some point recovery had come but that led to profit booking and oh boy DOW closed with loss of more than 500 points and this was the major loss after the wolrd trade attack , There was selling accross the board and specially the financial sector, with economic outlook and present market conditions the bulls in crude are giving up and the crude at one point of time was trading at 93$ and was down more than 6% .

Asian Markets today opened with Bloody red and NIKKIE lost nearly 5% , SEOUL COMP lost nearly 6.5%
China Just opened and is trading with loss of 3.2%

Back to Indian Markets , It is quite possible that we would see one more Black Tuesday in the history of Indian Markets , Expect a gap down opening of 2% and if panic selling continues you can see our markets losing not less than 4% by the end of trading day .

We advice members to short BANKING , METAL , INFRA stocks from word go . also speculative stocks are likely to hit lower circuits for few sessions as money is expected to flow out from this segment. An easy way to trade the market is to stay away from the trading desk. but as an advicing forum we would advice members to buy out at the lowest levels of day , If a stock has la ower circuit of 20% buy 10% of the stocks at the lower cicuit levels , keep putting the Buy order at the lower circuits for some more trading sessions and it will be the best idea to average losses.


NOW AS A INVESTOR ONE SHOULD FIRST ASK QUESTION TO HIMSELF

a) Should I be part of Panic sellers and sell the markets ??

b) Whats the amount of cash should I hold ??

c) Will World markets do patch work to save investors confidence ??

d) Should I leave my stock alone ??

e) will the markets worsen from this levels and may go down or this would be last leg of worst dirt ??

According to us and personally myself , i would not join the panic selling team , once can taste the sweetness of the markets only with patience , At this point of time i would prefer to take 35% out of the stocks and would hold cash . I personaly have confidence that world markets will do their best to help and save the investors confidence and this happened from time to time . yes i would see the worst performing stocks and the stocks that would be affected by the present crisis and would get cash out of them , finally i presonally feel the worst is almost at the fag end and soon ,it doesnt mean 1-2 day may be like 1-2 months we will see markets coming to shape and expect a swift and huge bounce back.

Free Tips for 8th September : Sokhi Tradings Call

Dear Investors,

Here are some free tips for tomorrow monday, the forthcoming week will see again a range bound market..despite of crude cooling down to 105$ per barrel & inflation showing a downward trend. Let us all hope for a positive run in the Nifty, its just a matter of time when it will be started.

Buy Orient Abrasives Ltd at Cmp Rs 28/- (share prices have bottomed now, this is a high dividend paying company). Buy Confidence Petroleum Ltd at Cmp Rs 11/- (huge volumes seen in last few days, set to give good returns to investors). Buy Solar Explosives Ltd. at Cmp Rs 409 (is being recommended by many analysts, investors can also buy another scrip one of my favourites i.e Premier Explosives Ltd at Cmp Rs 34 ), Buy Goa carbon at Rs 131 (highly recommended by many brokers, already recommended by us to paid as well as free members)

Market Buzz : Buy Visa Steel 48 ( mutual funds eyeing on this scrip), Buy Artson Engineers at 48, Buy Jagjanani Textiles Ltd 7 (technically great buy), Mahindra Composites Ltd 40. Apart from these you'll can anyy of my earliers recommended scrips like ennore coke, astro micro waves, karuturi, lok housing, SBTL.....

Note : Free members having any queries can email us on sokhitradings@gmail.com

Our Performance Last Week !! (Ennore Coke, Inter Digital, Resurge, Goa Carbon...Rocking !! )

Dear Investors,
These were the msg's which were sent to SOKHI TRADING's Paid & Free tips Members throughout the week.

Paid MEMBERSHIP is open for all !! email : sokhitrading@gmail.com sms (along with email) : 09239 176 426

Resurge 480 - 718(50% in 3 days) has given 100% for PMS Members all penny losses covered..Hurray !!

Inter Digital 2.75 -3.42 (25% returns so far), Dish Tv, BGR ENERGY going great!! All profits can be yours..Join PAID SERVICE Now !!

If you hold a scrip for 2 months and you get 80 - 90% returns isnt that better rather than trading everyday..Join Sokhi Scrip Scan Now !!

Ennore Coke 29 - 48 now friends this is 65% returns !! Can you believe this we asked to buy in BULKS.. Join Paid Group & Gain Alotttt!! (3 days ago)

Vinati Organics 96-116(20%), Inter Digital 2.75-3.26 (19%)..Swift Calls to Paid Members have Blasted..
Muthoot up 10%, Sunil Hitech up 10%, Resurge 480-634 (32%in 2 days), Goa Carbon in U.C.All free calls in www.sokhisharetips.blogspot.com have outperformed 5 days ago

Vinati Organics 96 - 111 (16% so far)..All stocks will deliver Resurge 480-568 (18%) 75% for our PMS clients. Ennore in U.C ..Join Paid Group !!

Buy RESURGERE MINES & MINERALS INDIA LIMITED at 480...has already given 60% returns for our PMS Clients !!

Economic Times today recommended GOA CARBON which we have already recommended at Rs 106..its 132 now in U.C..You can judge our QUALITY !!