Houseviews: Four stocks that you can trade on Jan 30

BHEL

Brokerage: CLSA

Rating: Downgraded to sell from outperform

Target: Slashed to Rs 250 to 310.

Rationale: They believe visibility beyond FY13 is deteriorating. Despite a pick-up in orders expected over NTPC

Brokerage: Nomura

Rating: BUY

Target: Rs 206

Rationale: Though realisations appear to have dropped nearly 5% sequentially, they are awaiting clarity on the tax refund to customers. This is a key factor in interpretation of the result.the next two quarters, the order backlog ratio may slip all the way back to 2003 levels