31/12/2011

Top 20 large cap & mid cap stocks to bu in 2012 - The Economic Times
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30 DEC, 2011, 06.57AM IST, ET BUREAU

Top 20 large cap & mid cap stocks to bu in 2012

New Bu sin ess Oppor t u n it A Golden Oppor t u n it t o In v est in $5 0 bn Edu ca t ion Ma r k et . Sig n u p Now ! Edu pr en eu r .co/Becom e-En t r epr en eu r
A ds b Googl e

The ear begins on a rather gloom note with the overhang of the European debt crisis, and closer home, a slowing econom , an earnings downgrade government failing to get going. Though these factors are bound to impact the econom and growth, there are a handful of companies that hold out promise. Intelligence Group has shortlisted 10 stock s each from the large cap as well as mid cap categories for 2012. It also tells ou wh our bets ma not misplaced. Band of Big Bo s You can Place Your Bets On... 1. ADANI PORT & SPECIAL ECONOMIC ZONE While the major ports of the country are operating at near capacity, Mundra Port & Special Economic Zone will be able to handle incremental trade, given capacity. The proximity of MPSEZ to north western states makes it attractive for handling volumes for these states. MPSEZ continued to outperform all major ports volume with 27% volume growth in total cargo handled compared to 3% growth in total volumes at the major ports in the first half of this financial year.

MPSEZ has acquired 50mtpa bulk-handling capacity from Abbot Point port in Australia. The stock trades at a trailing P/E of 23.3 which is justified, given it potential. 2. APOLLO HOSPITAL ENTERPRISES (AHEL)

Healthcare is one of the sectors to get least affected from the e slowdown. AHEL is the best contender in this segment having pres hospitals, pharmacies and insurance. The company owns a cha hospitals having a total of 8513 beds.

Over the past four fiscals, the company has logged a steady rise in i admissions and average revenue per occupied bed. Its occupancy rates have remained high above 70% with gradual reduction in the patient's average length of stay in its hospitals. It also has a network pharmacies across India and also runs a health BPO and health insurance service. 3. GODREJ CONSUMER PRODUCTS As raw material prices start cooling off, the FMCG sector is witness improvement in margins over the next year.

While the possibility of a slowdown in demand is a macro concer sector, a company like GCPL with presence in emerging markets Latin America and Africa, is among the better placed in the sector.

Household and personal care major GCPL, has made n EPSaccretive international acquisitions in emerging markets and has an established presence in rural India.

Benefiting from its international portfolio in hair care, personal wash and home care segments, the company aims to be an emerging-market FMCG powerho 4. IDEA CELLULAR

A pan-India reach, higher concentration of active users, and a stron recall augur well for Idea Cellular during the year which is likely to s
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31/12/2011

Top 20 large cap & mid cap stocks to bu in 2012 - The Economic Times

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31/12/2011

Top 20 large cap & mid cap stocks to bu in 2012 - The Economic Times

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31/12/2011

Top 20 large cap & mid cap stocks to bu in 2012 - The Economic Times

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31/12/2011

Top 20 large cap & mid cap stocks to bu in 2012 - The Economic Times

The company has a very strong balance sheet, a wide range of products and a strong hold over its existing market, giving it an edge over its rivals. With th correction in its stock price, V-Guard looks attractive as a long-term investment. (Ma k e da a a on Decembe 26, 2011)

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