Tuesday, December 11, 2007

REVISTS OF EARLIER POSTS

TO HONOURABLE INVESTORS :

I AM REVISITING SOME OF MY EARLIER POSTS :

SPEL SEMICONDUCTOR
I had mentioned in my earlier post that SPEL would start moving, once it is moved from T segment to normal rolling cycle. This has happened from 3.12.2007 when the share was shifted to normal cycle inasmuch as the share is hitting upper circuit of 5% daily with delivery of almost 100 percent. I have been receiving e-mails from enthusiastic investors who have entered at 24.00 levels, who are sitting on almost 40 percent profits. But in my considered opinion, SPEL has a long way to go.
Therefore, SPEL is a clear hold.
NANDAN EXIM
This scrip was recommended at 3.65 to 3.85 levels with a price target of Rs.6.00 in one year. The target has already been achieved on 10th December 2007 itself. Those who are holding it may be entitled for rights. You may use your discretion.
NOIDA TOLL
Noida Toll, in my expectations based on fundamental analysis, should move northwards after December Qtr.results are announced. My target of Rs.50.00 for December 2007 has already achieved and I had placed a conservative target of Rs.70 by April 2008.
Noida Toll is a clear hold.
ALPS INDUSTRIES
Alps is moving on expected lines. The company has commissioned a new manufacturing unit in Uttaranchal and the production would go into full stream shortly. The benefits should start accruing within 3-4 months. So, Alps is a clear hold.
PLEASE NOTE
I am giving only the broad guidelines. Investors should consult their own financial analysts, use their discretion and invest. Investing in secondary equity markets is loaded with all risks.

2 comments:

Div Rathore said...

hi ajay,
thanx for answering my query promptly. I've been following your blog for sometime now. and let me say i've been quite impressed with what you write and the way you write it. i mean i read quite a few reports but yours stand out because of the simplicity (ease of understanding) and accurate research.
kudos for the good work
Divyendra Singh Rathore

Unknown said...

Dear Ajay,
I have found your blog just abt a month ago, & congratulate you for all your help to the new investors who learn to invest profitably from your research work. Sir, I had purchased some 725 NOIDATOLL @ app Rs. 50 & have sold 575 @ app 78. Should I start accumulating again on every dip. I have heard "Noidatoll has some land in Delhi & NCR, which will prove very profitable in long run" If this is true, the share price should start up-move again & touch 150 soon, but if the land story is just a rumour, the share price should come back to 50 level. Please guideMonday, November 19, 2007