The latest analysis and commentary by stock market guru SP Tulsian of sptulsian.com on what is moving the markets today.

NCC Ltd

“NCC posted very good numbers and again keeping extremely positive view you won’t be surprised to see the share price moving to Rs 150 in next one year or maybe 8-10 months. What I liked always about this company is more of their execution capability and that is the key for success into all this EPC players and that will be seen as a predominant factor for the success of this company going ahead.”

Page Industries

“The peer group company Rupa also have disappointed, on the year-on-year basis, you cannot expect the company to enjoy such a high multiple when they have a bottom line growth of 10-12 percent so highly disappointed on Page industries."

Bata

“The numbers are seen to be quite good. There is no point in comparing it on a quarter-on-quarter basis because the analysis has to be done on a year-on-year basis largely because of two things that in Q4 you have seen the consumption theme going down and in that background if the Bata has posted the PBT of or having surpassed Rs 100 crore mark against Rs 80 crore for the same quarter year-on-year basis is seen to be phenomenal. On a yearly basis the EPS of closer to about 25 is seen to be highly positive. Correction of about Rs 150 which we have seen in the share price has given a good bottom formation and margin of safety. We are extremely positive.”

“We have been keeping the consumption theme on our buying list. From here on going forward government focus will be there to increase the income of the rural segments and that is giving a positive view for all the consumption stocks so positive view on Bata after seeing the results as a buy.”

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