Conviction Picks - Elara Capital

'Never invest in any idea you can't illustrate with a crayon', said Peter Lynch once. As we introduce you to our new offering, 'Scalper – conviction picks', we want to say these are ideas whose success we can illustrate on the drawing board, on screens and beyond.

We have an exciting mix of some of the trusted champion as well as new challengers. While we exemplify skills of Madhucon in EPC services, we equally stress on HCC's giant step in Lavasa whose listing would add significant value to the company, manifold. For some, RCom may look beaten down, but we can narrate the hidden value to you for hours –all it takes a de-leveraged balance sheet and a strategic partner for this company change its landscape.

Hospitality may look a straight-forward story but if we can explain it in our way then one cannot miss the forthcoming 2012-15 boom. Ditto for IT sector where value picks are difficult; that's why we have Patni Computers where action is guaranteed sooner. Our cements picks have already created enough excitement among patrons - Orient Paper, the lowest cost producer in India and JK Cement, the volume story, need only a fresh coat of reminder to cement in memory.

Shiv-Vani Oil hardly needs an intro; its order book and status today speak for itself. So does Glenmark with its incredible feats in the US but yet valued the cheapest.

While JLR may have brought in glamour to Tata Motors stable, we can assure you that it also brought in value and profits. Our automobile pick in this issue is Escorts – the prime mover for the boom in agri machinery and infrastructure equipment demand.

Source : Equity Bulls

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