MKT NEWS

ROCKET STOCK.... VISU INTERNATIONAL LTD at Rs.10.5/-; TARGET 25/-

VISU INTERNATIONAL LTD Trading in BSE & NSE at 10.5/- in B Group.
Target 25/- for short term & 35/- for Long Term. Safe Investment at
10.5/-.

See My Last Weeks Call ALPA LABORATORIES AT 21/- reached 30/- Now
trading at 25.5/- & RPG Life Science at 30/- reached 43/- Now Trading
at 37/- (30% to 40% Appreciation within one week time)

Global Markets is stabilizing. In Indian Equities avialble at good
prices. Worst is over. FII`s also coming back to Indian Markets to
Invest soon. All Bulls are coming back to Market. Start Buying at low
levels Now. Don't panic Sell. Buy good fundamental equities partially
daily, You will get 30 to 50% appreciation within 1 to 2 months time.
Risk is very very less. My Expactation : 90 % chances Upside only 10%
chances Down Side for short term (1 Month).

Market is stabilizing between 14,500 to 16,000 Crude and Global
markets also stabilizing. Right time to Enter Good Fundamental Stocks.
If you enter good Fundamental Stocks at present rate you will get 50%
appreciation within 1Month time. Don’t worry about Inflation, already
government taking the charge. Main thing is Global markets is
stabilizing and Crude also coming down day by day.

VISU INTERNATIONAL Ltd at Rs.10.5/- is with Good NET PROFIT With EPS
3/- for 2008-09. First Quarter Net profit was 2.88 Crores. Equity 38
Crores, Company Projected EPS for 2008-09 is 4.5/- with Net Profit
16.5Crores. As per This PE only 2. Daily grabbing with Mumbai BIG BIG
Bulls because of Now stock is available at very very cheep price at
10/-. The realistic Price was 25/-. Normally Educaional and
communications Companies PE will be minimum 10. If we take PE 10 It
will come 45/-. Another Possitive point is BOOK VALUE OF THIS SHARE
WAS 24.11/-

The company has declared its 1st Quarter results for 2008-2009. Net
Sales at 19.85 Crores, Net profit at 2.88 Crores. EPS of 1st Quarter
was 0.75 (Annual EPS 3/-). And Company Projections of 2008-2009 Sales
and NetProfit.It has Net revenues of the company was Rs 100 crore, Net
profits of Rs 16.50 crore, The Projection Annualized Earning Per Share
(EPS) at Rs 4.5.

VISU INTERNATIONAL Ltd Considered Amalgamating M/s. Visu Films Pvt Ltd
and Visu Communications Pvt Ltd with M/s. Visu international Ltd and
De merging Non-Education Division and merging the same with Visu
Publication & Media Ltd. AND Approved the Scheme of Amalgamations and
Arrangement.
Now, Visu Films Pvt Ltd is making Film starring Brahmanandam. The
highlight is that Dr YS Rajasekhar Reddy, Chief Minister of Andhra
Pradesh acted in this film as himself.
see the amalgamation benefits of this company insider information to
see the co going around 39/- . The realistic price for this stock to
be around Rs25/-.

VISU INTERNATIONAL Ltd having own corporate House i.e Visu Corporate
House No.6-3-665 in Hyderabad Main Business Center Opp: NIMS HOSPITAL,
PUNJAGUTTA, Hyderabad. This is very high Value of this company. And
Company having huge land Bank in Hyderabad, planning to acquire more
land.

Total Share Capital was 38 crores, Book Value was 24.11/- and Company
having High value Corporate House in Business area.
And Profit making Company with 3/- EPS.

Visu International Ltd., was started in 1983, by Mr. C.C.Reddy, an NRI
from USA, Founder and Chairman, built the huge organisation, that it
is today. From a humble beginning, today he succeeded in the uphill
task of dispelling all the myths usually associated with ' study
abroad' and have brought the concept of overseas education to the
doorstep of every student, by making it affordable and devoid of
cumbersome procedures.
Visu International Ltd., has more than 73 offices all over the world,
placing more than 75000 students in Universities abroad. Our reach
extends to five continents and Universities in most Countries like the
US, UK, Canada, Ireland, Singapore, Malaysia, Nepal, Kenya, Tanzania,
Uganda, France and Spain.
Just Imagine company share price where to going in this year…… Just
Buy at 10.5/- Hold 1 to 6 months time. You will get minimum 100% to
200% returns. Enter current price at 10.5/-Target 25/- 35/- . Just
invest and get 100% to 200% profit.

Possitive Points for this stock for Up moving:

1) Company doing very good with EPS 3/- PE only 3; Available very
cheep at 10.5/-
2) Book Value was 24.11/-
3) Company Having Good Corporate house in Hyderabad Business center
and good Land Bank and planning to acquire more land.
4) Company Benefits with amalgamation.
5) Company planning to declare more future plans.

Enter current price at 10.5/- Short term Target 25/- Long Term Target
35/-
Strong Fundamentals. Just Buy at 10.5/- get 100% to 300% Profit.

See My Last 2 Weeks ROCKET STOCKS

1) ALPA LABORATORIES Ltd; at 21/- Reached 30/- Now 25.5/-
2) RPG LIFE Scince at 30/- ; Reached at 43/- Now 39/-
3) COMPAC DISC Recommended at 50/- NOW Trading 75/-
4) POCHIRAJU IND. Recommended at 17/- Now Trading at 23/-
5) Lloyds Steel at 10.5/- Now Trading at 13/-
6) IFCI at 38/- Now Trading at 50/-

Now I am Recommending VISU INTERNATIONAL Ltd; at 10.5/-, With Target
of 25/- and 35/-; Its very Valuable Share. The realistic Price was
25/-

Happy Investing...

Wyeth Limited: A Promise Of Good Health

BSE 500095; CMP Rs 480

One of the strongest sectoral performance for most of Calendar 2008 has come in from the MNC pharma space. Not only has this sector outperformed the benchmark indices by miles, these concerns run by Indian managers and owned mostly by US based transnationals are solid, cash rich, zero debt and depend upon the Parent organisation's Research pipeline for growth.

The Rs 288 crore Wyeth, a part of the $ 18 bn Wyeth USA is a leading example. 2007-2008 after tax profits were a whopping Rs 92 crore (Rs 68 crore) and the corporate has further raised the dividend outgo to Rs 30 per share (Rs 25 per share), with the stock going ex-dividend on August 25th. EPS for the year was Rs 36 which gives the stock a PE of 13, with a near 6 per cent tax free dividend yield. The stock has traded higher in better market conditions and based upon FY11 estimated earnings should ultimately reach a price target of Rs 600.

The sectoral representation and market conditions assure a strong performance from Wyeth, even as competitors struggle. Against a Equity of Rs 22.7 crore, Wyeth Reserves stand at Rs 230 crore, and its cash in hand as of close of the previous accounting year was in excess of Rs 200 crore. Considering that the corporate paid virtually no interest, its business is mostly on cash basis with premium category of drugs on offer.

The pharmaceutical industry

The Indian pharmaceutical market valued at Rs. 27901.99 crores recorded a growth of 14.3 % during the year ended 31st March, 2007. (Source IMS MAT March, 2007). Alimentary Tract and Metabolism products and Systemic Anti-Infectives constituted a major portion (44.84%) of the total market. Other segments like Cardiovascular System and Respiratory System are growing at a fast rate.

Operational performance

Wyeth maintains its leadership position in Oral Contraceptives, Hormone Therapy, Folic Acid and Depilatory Cream Segments.

Opportunities

Introduction of the Product Patent regime is a welcome step taken by the Government. However, the overrestrictive interpretation of the scope of patentability and lack of protection of clinical data continue to be causes for concern. The provision for pre-grant oppositions is also a matter of serious concern. The new Drug Pricing legislation is yet to be announced. Increase in the span of price control would work to the detriment of the pharmaceutical industry.

Globally Wyeth continues to launch new products. These include Enbrel (etanercept), Prevnar, Benefix (Coagulation Factor IX), Refacto (Antihaemophillic facor), Tygacil (tigecycline IV), Torisel (temsirolimus), Pristiq (Desvenlafaxine), Xyntha (Recombinant), Relistor (methylnaltrexone bromide), and ProMeris.

The Transforming Potential of R&D

Wyeth is working on Prevnar 13v, Alzheimer's disease with 10 compounds under development, and Oncology (two new products advanced to phase iii trials, Inotuzumab (CMC 544) and Bosutinib (SKI 606).

More importantly the US: Global sales mix is now turning in favour of Emerging markets, with ratio for International Sales to US sales to switch to 52: 48, and Q1 CY08 sales up 19 per cent globally.

Wyeth limited may turn out to be a good steady performer over the next two year compared to the high beta explosive growth candidates in Real Estate and Banking which swing viciously either way. This stock is not for traders.

Emkay recommended a BUY on Greaves Cotton at the current market price of Rs 175.

The analysts at Emkay say that Greaves Cotton`s (GCL) Q1FY09 results are below their expectations. Both infrastructure equipment division and the engines segment reported disappointing set of numbers. Revenues for Q4FY08 grew by 13.5% to Rs 3.2 billion as compared to Rs 2.8 billion in the same quarter last year. The company recorded PAT of Rs 264.5 million for the quarter, a decline of 22.3%.

For FY08 the company has reported muted growth of 9.4% to Rs 13.5 billion. The analysts say that due to high raw material prices, EBITDA margins contracted by 150bps, resulting in EBIDTA of Rs 1.6 billion. Net Profit was down by 14.3% to Rs 1.1 billion. FY08 was primarily driven by strong performance on Infrastructure Equipment Division. However with slowdown in construction activity, especially the road construction segment, the growth of this division will be impacted going ahead. Also, engines business will primarily be driven by launch of twin cylinder engine. The analysts say that they will revise their numbers downwards due to slow growth in the Infrastructure Equipment Division due to slow down in construction space, especially roads and real estate and higher base impact. The stock trades at 8.3x FY08 earnings.

Dated: August 18, 2008

APIL (424)

Buy for a target of 510 with a stop loss of 405

Time Tenor 45-60 days

Risk Reward Ratio = 1:4.50

Profit Probability % -- 20%

Loss Probability % -- 4.5%

BUY ORCHID CHEMICAL

Recommendation: Buy (again!!)

CMP = Rs 256 (at the time of this recommendation)

Price target: Rs 300

Key points:

• Orchid Chemicals has entered into a collaborative drug discovery deal with US-based global pharmaceutical major, Merck & Co. As per the deal, Orchid would be undertaking the late-stage development and manufacture of an anti-coagulant drug candidate initially discovered and developed through Phase I clinical trials by Merck. Towards this, Orchid has acquired a majority stake in Diakron Pharmaceuticals, a US-based drug discovery and development company, which has an exclusive license agreement with Merck for the compound.
• Orchid plans to further develop the drug up till Phase II (a) clinical studies and then outlicense it to a global pharmaceutical company for further development and commercialisation, sometime in FY2010. The company will conduct a 25-30-patient Phase II (a) study on the compound which is estimated to cost around $4 million.
• Orchid’s consolidated profits would take a $2-3 million hit due to an increase in the R&D spend on this study. However, the deal is a significant milestone in Orchid’s R&D efforts, as it vindicates Orchid’s R&D capabilities, and could pave the way for more such collaborative drug discovery deals in the future. Orchid would also gain from Diakron's worldwide distribution rights once drug is launched commercially.
• At the current market price of Rs 256, Orchid is discounting its FY2009E earnings by 15.7x and its FY2010E earnings by 11.9x.
• I maintain a very positive and Buy recommendation on this stock with a price target of Rs 300.