KCP is a diversified 100 million US$ business group with interests in Heavy Engineering, Sugar, Cement, Hydel Power, Information Technology and Biotechnology. A premier producer of cement and industrial machinery, KCP is one among the leading industrial groups in India. Innovation being the premise, dedication and detail are the other assets that have lead to strong proceeds of KCP. Technology formulates the chic of our service with cutting edge, state of the art facilities and latest process trends that are applied in areas such as critical industrial equipment for mineral processing and chemical industries, steel plants, space research applications and Nuclear / Hydel power installations. KCP has set up over 38 sugar plants and 12 cement factories.
Saturday, December 25, 2010
Short term investment PANACEA BIOTEC - BUY CMP 194 TGT 258
Panacea Biotec Ltd. - CMP 194 TGT 258 ,BUY FOR 6 MONTHS
Panacea Biotec is India highly progressive research based health management company involved in research, manufacturing and marketing of branded pharmaceutical formulations, vaccines and natural products. It is the third largest biotechnology company in India. Panacea Biotec has engineered its sales and marketing network for pharmaceutical formulations into strategic business units (SBUs), which comprise Critical Care, Diacar, Procare and Growcare. The company has launched other new SBU, viz. Oncotrust & Value India. The aim of each SBU is to attain leadership position in its respective markets and establish brand equity in respective therapeutic segment by implementing the concept of Customer Relationship Management (CRM) for better coverage and servicing of customers. The SBUs promote a portfolio of brands with a special focus on Orthopedicians, Cardiologists, Diabetologists, Physicians, Nephrologists, Pulmonologists, Surgeons, Dentists, ENT (Ear, Nose and Throat) specialists, Pediatricians and Gastro-enterologists. Panacea Biotec is playing a significant role in facilitating international clinical trials and exploring new opportunities
MultiBagger - Ruchira Papers Ltd. CMP 17.45 Tgt 33 / 50 / 62
RUCHIRA PAPERS LTD. BSE CODE 532785GROUP ( B ) BSE
The Company is engaged in the manufacturing of Kraft Paper. Kraft Paper finds its application in the packaging Industry especially for making Corrugated Boxes and for other packaging requirements. The company is in the process of setting up new plant of Writing and Printing paper.
It's a very attractive buy at the CMP 17.45 /- . Targets for 1 year are Rs 33 / Rs 50 /Rs 62 .
Sunday, December 19, 2010
ARIES AGRO - A VALUE BUY @ CMP Rs. 124 /- TGT 225 / 275..... 1 Year
Mounting food inflation is a serious threat to the economies worldwide. But some companies are benefiting from this situation .All governments are forced to take steps to improve food production using scientific methods and most modern techniques. Companies from the agri- related sectors are the major beneficiaries of government’s such efforts.In India micro irrigation sector is getting very big boost in every budget .Even though fertilizer companies are also important in this perspective ,government control on fertilizer prices limiting their potential. Along with fertilizers, micronutrients are also gaining acceptance among Indian farmers. Moreover micronutrients are not subject to the regulatory constraints that fertilizers face. The micronutrients business has considerable potential in the Indian context. Factors such as low yields of major food grains and horticultural crops, high soil alkalinity and intensive cultivation are the key demand drivers for micronutrients. The market for micronutrients such as zinc, iron and copper in India, is expected to double over the next two decades. ARIES AGRO is the largest player in micronutrients from the organised sector in India. The other two players in this sector(from organized space) is Ranade Nutrients and Karnataka Agrochem ,but both are only regional players. Aries has 65 branded products coming from six manufacturing units in India , one each at Mumbai, Kolkatta, Hyderabad , Bangalore ,Ahmedabad ,Lucknow and one new factory in UAE which is mainly for catering middle east region and North Africa .Aries is in the process of launching new products which include Natural amino acid chelates,Boidegradable chelates and Boidegradable plant protection products. With the inauguration of its Ahmedabad factory company entered into a new space of Bio fertilizers too. Company’s largest distribution network of 5500 distributors and 76500 (seventy six thousand five hundred) retail outlets across India is the main attraction for a rural centric business like this. In future company can easily roll out allied products throughout this network without much marketing efforts. In addition to this distribution points company has added a fleet of 100 rural retail vehicles called ‘Krishi Vinjan Vahan ‘ in 9 states in India.This is mainly for improving company’s rural reach and advisory services.
Going forward big corporates are expected to coming into the farming sector of India in a big way. This will surely improve the prospects of the products of companies like Aries along with the initiatives of governments to increase food production.
ROYAL ORCHID HOTELS- A VALUE BUY @ Rs.73/-
Hotel industry ‘s fortunes are closely related with the growth in Tourism and Business Travel. After many years of lackluster performance, due to recession in western countries which reduces the chance of higher spending for vacations in one side and limited chances for business travel on the other side,now this industry started to show some early signs of revival. Royal orchid Hotels (ROH) is a Bangalore based hotel chain running around 15 hotel properties across the country. Royal Orchid having presence in major Indian Cities includes Bangalore,Mysore,Mumbai,Ahmedabad,Jaipur,Pune,Goa,Hyderabad and Hospet.
Company is now adding new properties in cities like Mumbai and entering into new locations like Shimoga , Mussoorie ..etc either directly or through joint ventures.It is planning to raise the inventory of rooms to 2000 by this FY and 4000 by 2015.Almost 70% income of ROH is generated from business travelers and balance from tourists.It is a point to note that ,major properties of the company is located around IT hubs like Bangalore ,Hyderabad and Pune. Any revival in IT Sector will positively impact the business fortunes of the company. For the financial year ended March 2010 ,on a consolidated basis ROH posted a turnover of Rs.120 Cr and a net profit of Rs.7 Cr which was one of the worst performance in recent past .For the half year ended Sep 2010 ,ROH doubled its net profit compared with last year. Company’s well known brand, good repute ,pan India presence ,revival both in tourism and mainly in IT sector related business travel ..etc are expected to make it an industry out performer going forward. At CMP of Rs.73/- .it is a value BUY.
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