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Buy Hindustan Zinc, target of Rs 830: Karvy.


Date: 06-01-2009
Subject: Buy Hindustan Zinc, target of Rs 830: Karvy
Karvy Stock Broking has maintained its buy rating on Hindustan Zinc with a target price of Rs 830 in its January 6, 2008 research report. "Hindustan Zinc (HZL) has finally got a succor in the form of restoration of customs duty on import of zinc. Zinc imports will now attract five per cent customs duty. As the total surplus zinc in warehouses of London Metal Exchange (LME) had increased to a whopping 250,000 tonnes, the domestic industry was apprehensive of cheap arrivals in India."

"We have already reduced our sales realization estimate for HZL. Even if we take the current realization in our estimates for FY2010E i.e. Rs 70,100 / tonne and factor in lower corporate tax rate of 14% due to the tax benefits for the export oriented unit, the company would still report an EPS of Rs 74. Adjusted for the cash and cash equivalents of Rs 280 per share, the stock is trading at only 2x of its core EPS i.e. EPS excluding other income for FY2010E. We maintain our BUY rating on the stock with target price of Rs 830," says Karvy's research report.


Source : Moneycontrol.com

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