Thursday, December 29, 2011

Hindustan Copper Ltd.....Buy for long term investment

Hindustan Copper Limited (HCL), a public sector undertaking under the administrative control of the Ministry of Mines, was incorporated on 9th November 1967. It has the distinction of being the nation's only vertically integrated copper producing company as it manufactures copper right from the stage of mining to beneficiation, smelting, refining and casting of refined copper metal into downstream saleable products. The Company markets copper cathodes, copper wire bar, continuous cast copper rod and by-products, such as anode slime (containing gold, silver, etc.), copper sulphate and sulphuric acid. More than 90% of the sales revenue is from cathode and continuous cast copper rods. In concluded financial year 2006-07, as per provisional estimates, the Company has earned a all time highest net profit pf Rs 331 crore (~USD 75 million ) against a sales turnover of Rs 1800 crore (~ USD 420 million). HCL's mines and plants are spread across four operating Units, one each in the States of Rajasthan, Madhya Pradesh, Jharkhand and Maharashtra.

Wednesday, December 28, 2011

MOSER BAER......CMP 14/- ....Buy for long term

Moser Baer, headquartered in New Delhi, is one of India's leading technology companies. Established in 1983, Moser Baer successfully developed cutting edge technologies to become the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics. Moser Baer has a presence in over 82 countries, serviced through six marketing offices in India, the US, Europe and Japan, and has strong tie-ups with all major global technology players. Moser Baer's products are manufactured at its three state-of-the-art manufacturing facilities. It has over 6,000 full-time employees and multiple manufacturing facilities in the suburbs of New Delhi.BUY .

Steel Authority of India Limited (SAIL)..... Buy for investment CMP 80/-

Steel Authority of India Limited (SAIL) is the leading steel-making company in India. It is a fully integrated iron and steel maker, producing both basic and special steels for domestic construction, engineering, power, railway, automotive and defence industries and for sale in export markets. Ranked amongst the top ten public sector companies in India in terms of turnover, SAIL manufactures and sells a broad range of steel products, including hot and cold rolled sheets and coils, galvanised sheets, electrical sheets, structurals, railway products, plates, bars and rods, stainless steel and other alloy steels. SAIL produces iron and steel at five integrated plants and three special steel plants, located principally in the eastern and central regions of India and situated close to domestic sources of raw materials, including the Company's iron ore, limestone and dolomite mines. The company has the distinction of being India's second largest producer of iron ore and of having the country's second largest mines network. This gives SAIL a competitive edge in terms of captive availability of iron ore, limestone, and dolomite which are inputs for steel making.This stock is available at a very attrative price of 80/-..Buy for 4-5 years .

Sunday, November 20, 2011

Confidence Petroleum India Ltd. CMP – Rs. 6.40 /- Buy Multibagger in long term ,


Confidence Petroleum India Ltd. (Confidence Petroleum) was earlier called Devarsa Gas Chem Ltd.. The company was incorporated in Jul.'94 as a private limited company, and converted into a limited company in Sep.'94. The company was promoted by Ashok Jain and Narendra Mohnot.
The company came out with a public issue in Feb.'95 to set up two LPG bottling plants near Pali and Udaipur in Rajasthan.The company saw a change in management in 2003-04 when it was taken over by Nagpur based Khara group, a large player in the LPG business. Khara Group has interests in the manufacture of cylinders and bottling of LPG cylinders.After the takeover of the company from its originals promoters, the Khara group is trying to infuse new life into the company by taking various steps – these include aggressively adding new businesses by setting up more bottling plants and amalgamation of a private company of the promoters with Confidence Petroleum. The company is amalgamating its private company, Confidence Cylinders and Petrochem Pvt. Ltd. (Confidence Cylinders). After the amalgamation, Equity Capital of the company will increase to Rs.15.75 crores from Rs.5.25 crores currently and post merger equity stake of the promoters will go up to 75%. As per the Annual report of the company for FY 04-05, Confidence Cylinders and Petrochem Pvt. Ltd. is having Asia's single largest cylinder manufacturing Plant near Mumbai and five LPG bottling Plants. These plants cater to the demands of public sector oil majors namely BPCL, HPCL & IOCL. The financials of Confidence Cylinders are not available in public domain, however the very fact that the company owns Asia’s single largest cylinders manufacturing facility, it should have a decent topline. In a communication to BSE, the company had informed that M/s. Confidence Cylinders & Petrochem (P) Ltd received orders worth Rs 45 crores from Indian Oil Corporation Ltd (IOCL) and Bharat Petroleum Corporation Ltd (BPCL) for supply of 14.2 Kg. LPG Cylinders. Also, HPCL has conferred on the Company an order for providing LPG Cylinder bottling assistance in Himachal State for which the Company is putting up a new bottling plant at Baddi, Himachal Pradesh. The company has also informed that it is putting up bottling plants for providing LPG bottling assistance to HPCL at Coimbatore, Roorkee and Chindwara. (MP) At present the company has 42 bottling plants spread across various locations in the country and has plans to aggressively establish more bottling plants. Buy at CMP of 6.40 /- ..............A Future Multibagger in 3-4 yrs.

Saturday, November 19, 2011

Hindustan Construction Company Ltd......A investment Buy.CMP 22/-

As a pre-eminent Indian infrastructure company, established over eight decades ago, HCC has, over the years, strongly anchored itself to India's development effort. Today it is acknowledged as a company that continues to empower India, enabling the nation to surge ahead in different core sectors. In fact, HCC, as an industry leader in engineering construction, currently nurtures projects that span across such diverse segments as transportation, power, marine projects, oil and gas pipeline constructions, irrigation and water supply, utilities and urban infrastructure, all of which impact the nation of India, and the progress of its people. The HCC Group of companies comprise of HCC Ltd (Engineering & Construction), HCC Infrastructure Ltd, HCC Real Estate Ltd (HREL) and Lavasa Corporation Ltd. The group specializes in technically complex, new-age infrastructure projects, as well as EPC, BOT, Integrated Projects and Townships.

Sunday, November 13, 2011

HALDYN GLASS GUJARAT LTD. (BSE CODE: 515147) AT 11.50 /-- TARGET 45/+++- in Long Term.

Company is in leading manufacturers, wholesale suppliers and exporters of a wide range of Manufacturing of quality glass Business;  company Circle people and Operators are accumulating at current price. Because Company Stock Good Value to buy at 11/- Good Profit making company and Good dividend paying company. Equity is very small at 5.3 Cr promoters Holding 53%  Company recently going to Expansion Plans for Business. Good Profit Making Company for 20010-11 EPS 3.5/- Annualized and Expecting EPS for full     year is above 5/-because Expansion income will add next Quarters. Company having Good Land Bank and Good Assets. Good Value at Present rate 12/-Company having lot of Expansion Plans in Glass  and Power Businesses in Future.FII’s Eyes in this stock. If they will start buy Stock will zoom to 50/- levelsRisk Free at Current Market Price, Its very Cheap price Trading at 11.Haldyn Glass Gujarat Ltd having Power Generation Plant also; This will very helpful for generating good Income and Good Profits in near terms. Haldyn Glass Gujarat Ltd having Lot Expansion Plans in Fututre. Its a Multibagger stock. Just buy for 3-5 years .

Friday, November 11, 2011

SKS Microfinance Ltd.......Buy for long term 3-5 years .

For more than ten years, SKS microfinance has provided opportunities for poor families to gradually lift themselves out of poverty. Microfinance serves as an important foundation for broader development, which includes improvements in health, education and political participation.
Microcredit or Microfinance is the process of granting small loans to poor people, primarily to women, who have no collateral and are marginalised. These women tend to use their income to benefit their households and children. The process is accomplished through a microfinance institution that:
  • recruits and trains responsible, appropriate borrowers, each of whom establishes her small business
  • helps them form groups that are accountable for each other's loans
  • distributes funds for loans
  • meets with groups of borrowers to collect loan repayments and to guide their endeavours

Examples of enterprises established include, buying a buffalo to sell its milk; starting a kirana store; manufacturing sweets; selling soft drinks; grinding spices; sewing; candle making; collecting fallen hair for wigs and extensions; repairing watches; tea or petty shops; vegetable stands; bicycle repair; carpentry and welding shop or an auto rickshaw.
In groups of five to ten, the women support each other emotionally and financially by guaranteeing the repayment of each of their loans. With as little as INR 4,000 (USD 85), a borrower can start a kirana store. With INR 10,000 (USD 212), a borrower can purchase a milking cow / buffalo, sewing machine, or set up an embroidery unit. Many of the women become leaders in their communities and undertake projects that benefit all the residents.
The repayment of loans plus interest generates funds that can be reinvested as a second and third loan or used to start other women on their journey toward sustainable prosperity. The entire community benefits from improvement projects taken on by these newly confident and capable leaders.
Microfinance institutions broadly operate under a wide range of legal structures. They could be registered as NGO, Trusts, Sec 25 Companies, Cooperative Societies, Cooperative Banks, Regional Rural Banks, Local Area Banks, Public and Private Sector banks, Business Correspondents and Non-Banking Finance Companies.
SKS Microfinance is registered with the RBI as a non-deposit taking NBFC and is regulated by the RBI.Microfinance is an effective tool that can help reduce poverty and spread economic opportunity by giving poor people access to financial services, such as credit and insurance. SKS distributes small loans that begin at Rs. 2,000 to Rs. 12,000 (about $44-$260) to poor women so they can start and expand simple businesses and increase their incomes. Their micro-enterprises range from raising cows and goats in order to sell their milk, to opening a village tea stall. SKS uses the group lending model where poor women guarantee each other's loans. Borrowers undergo financial literacy training and must pass a test before they are allowed to take out loans. Weekly meetings with borrowers follow a highly disciplined approach. Re-payment rates on our collateral-free loans are more than 99% because of this systematic process. SKS also offers micro-insurance to the poor as well as financing for other goods and services that can help them combat poverty.....BUY FOR A LONGER TERM AT CMP 157 OR BELOW

Wednesday, October 26, 2011

INVESTMENT PICKS FOR MAHURAT TRADING 4.45 PM TO 6.00 PM


ICICI BANK , ORCHID CHEMICALS , KFA , DELTA CORP , OMKAR SPECIALITY CHEMICALS , TITAN , RELIANCE COMMUNICATIONS , CITY UNION BANK ,  SUZLON , CAIRN INDIA .

One can buy the above stocks keeping  a view of 18-24 months  , for a returns of minimum 100 % .



Saturday, October 22, 2011

SHIPPING CORPORATION OF INDIA LTD.....Fundamentally good stock ...Buy for long term 3-5 yrs.

SHIPPING CORPORATION OF INDIA LTD is a 10 rupee face vaue PSU stock.Promoter ( govt of India) hold 63.75 % stocks in SHIPPING CORPORATION OF INDIA LTD and FII hold 2.87% DII hold 20.40% so promoters and institutional holdings is good.Book value of SHIPPING CORPORATION OF INDIA LTD is 153.89 so this is a value buy at CMP of 69.SHIPPING CORPORATION OF INDIA LTD is India best dividend paying company so this is the reason for mutual fund holding is near 20 %.This stock giving 5-6 rupee per year dividend in last few years.Debt/ equity ratio is 0.65 for SCI Ltd., so i think this is not a high debt company......Buy at CMP of 69/- .

Friday, October 7, 2011

OMKAR SPECIALITY CHEMICALS LTD. CMP 67 .....MULTIBAGGER...BUY BUY

Omkar Speciality Chemicals is involved in the production of speciality chemicals and pharma intermediates. Omkar manufactures a range of organic, inorganic and organo inorganic intermediates. The inorganic intermediates include Molybdenum derivatives, Selenium derivatives, Iodine derivatives, Cobalt derivatives, Bismuth & Tungsten derivatives and the organic intermediates include Tartaric acid derivatives and other intermediates. These products find applications in various industries like pharmaceutical industry, chemical industry, glass industry, cosmetics, ceramic pigments and cattle and poultry foods. Iodine and Selenium derivatives are our key category of products contributing 88.23% to our gross sales during the year 2009-10.Omkar exports its products to Europe, North America, Asia, South America and Australia. Exports form between 8and 12% of the total sales. The company has four manufacturing units located at Badlapur in Maharashtra and is roughly 75 kms from Mumbai. The total manufacturing capacity of the company has in the current quarter increased from 750 tons per annum to 950 tons. Post IPO and expansion the total capacity over the next 18-20 months would increase fourfold to 3650 tons. Taking into account the expansion time of 18-20 months and the stabilisation period of the expanded capacity thereafter, it would be fair to presume that in about 36 months the company would have a substantial capacity expansion in place. It would be fair to presume that once the expansion is in place, the capacity utilisation of 80% in 2014 could yield a turnover of Rs 450 crs or more.  The company has chosen to compare itself with Camlin Fine Chemicals Ltd, Transpek Industry Ltd, Alkali Metals Ltd and Suven Lifesciences Ltd. These companies are strictly not comparable and they have been given only as without comparison valuations are not complete. Looking at the scope, capacity expansion and the domination of pharmaceutical in the business mix helps the company in margins and growth strategy. The company is in a growth stage and has been clocking a compounded annual growth rate of over 35% in the last four/five years. It is now taking a quantum jump and increasing its capacity four fold. Once the same is in production it would be prudent to expect this company being a 450-500 crs company in 2014-15 with margins of 11-12% at the net level. I believe there is money to be made in the immediate short term in the company and the long term.The prospects for the company are bright......BUY ...A Sureshot Multibagger .

Saturday, October 1, 2011

ANKIT METAL AND POWER LTD. "AMPL".......Buy for long term . CMP 16.20

Ankit Metal & Power ltd is engaged in the business of iron and steel. Company has its own captive power plant, saving the company’s power cost considerably. AMPL mainly manufactures intermediate iron and steel products like sponge iron, billets, M.S. Ingots and Pellets as well as finished products tube metal temperature (TMT) bars. The company usually exports its products to Philippines, Thailand, Sri Lanka, Italy, Greece and Korea.AMPL's presence in the production of finished products like TMT Bar would append another competitive edge against its competitors. Government thrust on infrastructure creation in its 12th Five year plan (2013-17) has allocated USD 911 billion towards core infrastructure creation. This would boost the construction activity in the country which would generate demand for AMPL’s products (TMT Bar).AMPL has installed captive power plant for their DRI plant, thus reducing the power cost substantially for the company. Company has a long term coal supply contract with Coal India ltd, which ensures long term availability of coal without hindering the production of power. Apart from that, AMPL also adopting latest technology like Waste heat recovery process to reduce their dependability on coal.......Buy for long term .

Ambica Agarbathies & Aroma Industries Ltd........Multibagger in future ..buy for 3/4 yrs. CMP 7.50/-

Ambica Agarbathies and Aroma Industries Ltd is actually a conglomerate of 7 different businesses namely: Ambica is pioneer in Agarbathi business with experience of more than 55 years. It has various branded agarbathies for the local and export markets. In India it has more than 300 distributors/ dealer network in AP/TN/MP/Maharashtra/Gujarat state. Today, the SmallManufacturing unit has become a multifaceted mega firm, Has diversified its Business Potential in to hospitality industry-(3 STAR hotel) , Real Estate, wind power and Film Production.
Promoters Holding 45.5%  Corporate Bodies 20% Public only 35% .Net worth of company is around 100 crores,so operators are accumulating public shares. Soon it will burst on restructuring infra, hotel, wind power and aroma.  Book value is 17/-  good Dividend paying company. Buy for long term for a target of 33/- ++++ /.

Wednesday, September 28, 2011

UCO Bank ...CMP 65 ..Buy for long term

Founded in 1943, UCO Bank is a commercial bank and a Government of India Undertaking. Its Board of Directors consists of government representatives from the Government of India and Reserve Bank of India as well as eminent professionals like accountants, management experts, economists, businessmen, etc. Headquartered in Kolkata, the Bank has 35 Regional Offices spread all over India. Branches located in a geographical area report to the Regional Office having jurisdiction over that area. UCO Bank, with years of dedicated service to the Nation through active financial participation in all segments of the economy - Agriculture, Industry, Trade & Commerce, Service Sector, Infrastructure Sector etc., is keeping pace with the changing environment. With a countrywide network of more than 2000 service units which includes specialised and computerised branches in India and overseas, UCO Bank has marched into the 21st Century matched with dynamism and growth.Buy at CMP 65 or below , a sure shot multibagger .

Tuesday, September 27, 2011

GTL Infrastructure Ltd.............Buy for long term CMP 12.00

GTL Infrastructure Limited (GTL Infra), a Global Group enterprise, is in the business of Shared Passive Telecom Infrastructure in India. The company has a portfolio of over 32,500 towers located across India that will help bringing in connectivity at affordable prices to the poorest of poor, creating a positive impact on Indian economy. GTL Infra has a portfolio of towers serving all the major cellular operators and is associated with prestigious projects being promoted by DoT and COAI such as USO (Universal Services Obligation Fund) for rural telecom infrastructure and MOST (Mobile Operator Shared Tower). Their business model of infrastructure sharing is based on building, owning, operating and maintaining the passive telecom infrastructure sites capable of hosting multiple service providers. The model enables the operator to convert their capital expenditure to a fixed and predictable operational expenditure allowing them to divert precious capital towards core activities.

Thursday, September 22, 2011

T T Ltd..CMP 24 .......Buy for long term . Multibagger

Flagship company of the 60 years old of T.T. Group. Covers the entire spectrum of Knitting sector : Cotton, Yarn, Fabric, Garments & Accessories. A vertically integrated concern and self contained textile producer, garment manufacturer. ISO 9001 Certified 100% Export Oriented Spinning Mills / Govt. Registered Trading House.

Wednesday, September 14, 2011

Tamboli Capital Ltd. 533170 ....CMP 20.50 ....Buy for long term tgt 125+++

Tamboli Capital Ltd was incorporated in 2008 with a view to carry on industrial business trade activities by investments in various ventures and projects by way of capital, loan, equity participation and financial assistance.Tamboli Castings Limited (TCL) was formed in 2004 as and Export Oriented Unit and as a fully owned subsidiary of Tamboli Capital in Bhavnagar.Tamboli Castings Limited (TCL) is the most modern and high quality Investment Castings Company. We have two Robotic Systems installed for Ceramic Coating. We have in-house facility for Melting complex Ceramic Cores, We have one of the best and most modern Machine Shop with many CNC Machine.Value Value of Tamboli Casting is More than Rs.150cr .Current Market Capitalization of Tamboli Capital is Just Rs.25cr . Company Hold 100% Equity in Tamboli Castings.Buy for long term 3-5 yrs for a targe.t of 125++

Brooks Laboratories Ltd. CMP 33 /- .....Buy for long term

Brooks Laboratories Ltd. was established in 2002 and maintains its strong presence in the Pharmaceutical industry as a Contract Manufacturing Company since its inception. Brooks Laboratories Ltd is a Research and Development driven Pharmaceutical manufacturing company, in last 5 years company has successfully established itself as a reputed Contract Manufacturing company for latest molecules in Injectables and Clavulanic Acid range in Tablets and Dry Syrups.
Brooks is known in Pharmaceutical corporate circles as a quality production House which is evident from its top notch customer base of for companies like Zydus Cadilla, Alembic, Intas, Wockhardt, FDC, Alkem, Medley, PDPL, Sanat to name a few. Entire Dept. of Brooks is professionally managed. Brooks is now expanding its business into the International markets of Africa, Middle East & Latin America.
A stringent quality control (chemical and instrumental analyst) is being maintained under the highly qualified and experienced team who are responsible for analyzing the manufacturing process from raw material procurement through all operations up to final packing. A separate QA team handles all in-process quality controls.
Brooks has team of qualified professionals who are constantly working to stabilize new molecules in niche segments, thus serving our valuable customers with stable latest products. Company has DCGI permission for many latest injectables at present. We have world class manufacturing facility at Baddi (Himachal Pradesh) 40 km from International Airport of Chandigarh. The facility is having covered area of 75000 sq feet. This unit is planned as per EU-GMP norms for all its activities.

Wednesday, August 31, 2011

KS Oils – A long-term buy ..........Multibagger CMP 10 /-

K S Oils is a leading integrated edible oil company and is the trusted name behind renowned brands like Kalash, Double Sher, K S Gold, among others. Their consumer brands and products in mustard oil, soybean oil and palm oil are a household name with Indian consumers who use our oils regularly as a healthy cooking medium. A leader in mustard oil in India, K S Oils today enjoys 11% market share in the overall mustard oil segment with a dominant 25% market leadership in branded mustard oil. Natural Resources Pte. Ltd. (KSNR), Singapore is a subsidiary of the company which is one of Asia's fastest growing agri-focused conglomerates, with diverse interests in agri-commodity trading, export and import of edible oils, oil palm plantation cultivations. India is the fifth largest producer of major oilseeds in the world while the domestic edible oil market is estimated at USD 15 billion. There has been an increase in trend of consumer shift towards branded/packaged oil. Branded oil segment in India is annually growing at the rate of 20%, with sunflowers and soy oils leading the market. The oil seed deficit in the Indian market with the ongoing shortage in production together with strong demand growth has made the government reduce duties on crude edible oils, a process which Fitch believes is likely to continue.KS Oils has recently acquired 53,000 acres of land for palm oil plantations in Indonesia in addition to the already existing 85,000 acres. The company is going into backward integration and has planned an expenditure of Rs. 380 crores on the land to develop the plantation over the next few years. This is the biggest by any Indian company and it also reflects how futuristic KS Oils is about the oil business and its growing demand among the Indian consumer. The funding for the acquisition would be done by the subsidiary firm in Singapore which means that there would be no further debt raised or equity diluted resulting sustained value for the shareholders.There had been a recent Rs. 450 crore equity infusion in the company out of which Rs. 375 was used for developing palm plantations in Indonesia and the remaining Rs. 75 crores in the Haldia refinery for increasing the plant production from 500 to 1,000 metric tonnes per day. All the recent acquisitions relating to Haldia port for Rs. 125 crores and agri-assets in South East Asia with an investment of Rs. 2300 million over three years reflects that the company is ready to meet the expected growth in demand in the future.The recent purchase of 27 lakh KS Oils shares by Goldman Sachs Investments Mauritius on the NSE is proof enough of the potential growth Goldman Sachs has seen in the company. There have been recent allegations on the company relating to stock price manipulation and insider trading. The stock prices have also taken a plunge due to this. But we think that a company of KS Oils’ repute and integrity will not react to these allegations for long.

Friday, August 26, 2011

Reliance Capital .............BUY for long term CMP 342/-

Reliance Capital Limited (RCL) was incorporated in year 1986 at Ahmedabad in Gujarat as Reliance Capital & Finance Trust Limited. The name RCL came into effect from January 5, 1995. In 2002, RCL shifted its registered office to Jamnagar in Gujarat before it finally moved to Mumbai in Maharashtra, in 2006.In 2006, Reliance Capital Ventures Limited merged with RCL and with this merger the shareholder base of RCL rose from 0.15 million shareholders to 1.3 million.RCL entered the Capital Market with a maiden public issue in 1990 and in subsequent years further tapped the capital market through rights issue and public issues. The equity shares were initially listed on the Ahmedabad Stock Exchange and The Stock Exchange Mumbai. Presently the shares are listed on The Stock Exchange Mumbai and the National Stock Exchange of India.RCL in the initial years engaged itself in steady annuity yielding businesses such as leasing, bill discounting, and inter-corporate deposits. Later, in 1993 diversified its business in the areas of portfolio investment, lending against securities, custodial services, money market operations, project finance advisory services, and investment banking.
RCL was accredited a Category 1 Merchant banker by the Securities Exchange Board of India (SEBI). It had lead managed/co-managed 15 issues of an aggregate value of Rs. 400 crore and had underwritten 33 issues for an aggregate value of Rs. 550 crore. All these companies were listed on various exchanges.RCL obtained its registration as a Non-banking Finance Company (NBFC) in December 1998. In view of the regulatory requirements RCL surrendered its Merchant Banking License.RCL has since diversified its activities in the areas of asset management and mutual fund; life and general insurance; consumer finance and industrial finance; stock broking; depository services; private equity and proprietary investments; exchanges, asset reconstruction; distribution of financial products and other activities in financial services.
Reliance Capital has a net worth of Rs. 7,887 crore (US$ 2 billion) and total assets of Rs. 32,419 crore (US$ 7 billion) as on June 30, 2011. BUY for long term ........multibagger in long term ...CMP 342 .

Monday, August 22, 2011

Orbit Corporation Ltd....Buy for long term 4-5 yrs. ...CMP 36 /-

Orbit is led by the Chairman, Mr. Ravi Kiran Aggarwal and Mr. Pujit Aggarwal, MD & CEO, who share a combined experience of over two decades in real estate development. Under their dynamic leadership, Orbit Corporation has evolved as an enterprise worthy of emulation in corporate governance, financial disclosures and global best practices, and now ranks among Mumbai's top luxury home developers.The entrepreneurial spirit in the organisation can be traced to 1973 when Mr Ravi Kiran Aggarwal established a steel trading firm, soon to be followed by a venture in packaged foods. He entered the real estate sector in 1989 with the satellite township of Navi Mumbai. The year 2000 was a momentous year in the history of Orbit as it witnessed the genesis of Orbit Cybertech Limited, later rechristened, Orbit Corporation Limited, in 2006. OCL aimed to tap redevelopment opportunities in the Island city of Mumbai, specifically in the premium locales of South Mumbai.Today, Orbit has achieved exceptional growth on account of its choice of strategic unmatched locations, its understanding of housing requirements of the aspirational generation and its speedy execution of projects using state-of the-art construction practices. Being present at such sought after South Mumbai locales as Napeansea Road, Gamdevi, Prarthana Samaj, Tardeo and Lower Parel Orbit has completed four projects with a total saleable area of 253,772 Sq. Ft. Orbit also has twelve projects under development with approximately 1.84 million Sq. Ft. of saleable area, in addition to three residential projects and the upcoming gated community project in Mandwa. Orbit is also one of the top ten real estate developers listed on Bombay Stock Exchange (BSE) and National Stock Exchange (NSE).
As Orbit crosses milestones in the journey towards fulfilling its vision – to be the most sought after organisation of the 21st century – Orbit expresses its gratitude to each individual of the 300 member strong Orbit family for their efforts and commitment to the organisation.


Jai Corp Ltd. ....Buy for long term CMP 72/-

Jai Corp was incorporated in 1985. It has traditionally been into manufacturing businesses like steel, plastic processing and spinning yarn. Apart from expansion of its plastic processing business, it is now focusing and investing in emerging opportunities like developing SEZs, infrastructure, venture capital and real estate. It is listed on Bombay Stock Exchange and National Stock Exchange.Jai Corp is focusing on developing one of the largest Special Economic Zones in India. Jai Corp has invested in 2 Multi product Special Economic Zones near Mumbai - Navi Mumbai SEZ (NMSEZ) and Mumbai SEZ (MSEZ). Both the SEZs are being conceived and developed as a futuristic business hub and gateway for trade, commerce, industry, service and tourism.Both the SEZs are strategically located in Maharashtra. Its inherent locational advantages are: close proximity to Mumbai, financial and commercial capital of India ,access to Jawaharlal Nehru Port Trust, India's largest and modern port , connectivity through existing rail links and road network ,close to new Navi Mumbai International Airport
Jai Corp is in the business of venture capital through its wholly owned subsidiary, Urban Infrastructure Venture Capital Ltd. Urban Infrastructure Venture Capital Ltd. is a Venture Capital Management Company.It is currently managing / advising two funds, Urban Infrastructure Opportunities Fund and Urban Infrastructure Real Estate Fund, with a total fund corpus of over USD 820 mn.UIVCL is the Investment Manager to the Urban Infrastructure Opportunities Fund (UIOF), a domestic Indian Venture Capital Fund. UIVCL is Indian Advisor to Urban Infrastructure Real Estate Fund (UIREF); a Mauritius based offshore fund for investing in the Indian Real Estate.......BUY .......Multibagger in Future

Website: http://www.jaicorpindia.com/





 

Indiabulls Real Estate Ltd.......BUY CMP 79

Indiabulls Real Estate Limited is India's third largest property company with development projects spread across residential projects, commercial offices, hotels, malls, and Special Economic Zones (SEZs) infrastructure development. Indiabulls Real Estate partnered with Farallon Capital Management LLC of USA to bring the first FDI into real estate. Indiabulls Real Estate is transforming 14 million sqft in 16 cities into premium quality, high-end commercial, residential and retail spaces. Indiabulls Real Estate has diversified significantly in the following business verticals within the real estate space: Real Estate Development, Project Advisory & Facilities Management: Residential, Commercial (Office and Malls) and SEZ Development. Power: Thermal and Hydro Power Generation.... Buy for long term 3-5 yrs tgt 250+++

Suzlon Energy Ltd. ........CMP 37 /- .. Multibagger in future ..buy for long term .

The seeds of Suzlon were sown by Mr. Tulsi R. Tanti's venture into the textile industry. Faced with soaring power costs and the infrequent availability of power, he looked to wind energy as an alternative. Beginning with a wind farm project in the Indian state of Gujarat in 1995, with a capacity of just 3 MW - he set forth to acquire the basic technology and varied expertise to set up Suzlon Energy Limited - India's first home-grown wind technology company. Suzlon as a group aims to provide a strong renewable energy platform thereby promising to power a greener tomorrow, today. Together with its subsidiary REpower, Suzlon has grown to be the 3rd largest wind turbine supplier in the world ensuring it builds a strong and futuristic path for the wind energy sector. From initiating a wind power project, till completion and even beyond, Suzlon ensures that nothing stands in the way of it serving its purpose. This is with the support of its key differentiators, it is the very philosophy of questioning ourselves at every step that has helped us sustain our vision....Buy for long term for multiple gains .

Saturday, August 20, 2011

Den Networks Ltd. ..CMP 42... BUY

DEN Networks Limited (DEN) is among the leading cable television distribution companies in India. It is an initiative conceived, created and driven to focus on changing the cable distribution landscape in the country and deliver superior value to customers through convergence of technologies. The company is promoted by Sameer Manchanda, an industry veteran with over 20-years of experience in media & channel distribution. Raghav Bahl Promoter, Network18 Group, is a director of the Company....A long term buy with 6-7 times appreciation expected from CMP of 42 ...BUY

Friday, August 19, 2011

Steel Strips Wheels Ltd.............CMP 255 .Buy for long term 3-5 yrs .

Story:Steel Strips Wheels (SSWL), a part of the multifaceted Steel Strips group, is engaged in manufacturing wheel rims for Cars, LCV, CV’s & tractors. SSWL started commercial production from 1991. The company is armed with the latest know-how, manufacturing automobile wheel rims at its state-of-the-art manufacturing unit at Chandigarh, Chennai & Jamshedpur. The company is also setting up a new plant in Pune which is expected to have a capacity of 5 mn wheel rims. The plant is expected to complete in FY 2013. The Pune plant will be used to manufacture wheel rims for agricultural vehicles to the tune of 2 mn wheel rims. While the rest 3 mn capacity will be used to manufacture car wheel rims. This plant will provide significant growth opportunities to the company.It is increasingly being recognized as a reputed global player in the development and production of steel wheels for OEMs.SSWL has recorded a strong topline growth consistently over the past three years growing at a CAGR of 28 per cent while EBITDA and operating profit increased at a CAGR of 16 per cent and 10 per cent respectively over the same period.I expect the company’s sales and profitability to continue to remain strong on account of expansion plans and constant flow of orders.  While PAT is expected to grow at a CAGR of 90% during the same period.At present price of 255 its quoting at attractive valuations of less than 7 times its fy12 earnings.Assigning a PE of 10 gives a figure of 350 odd rs.There were recent reports of the TATA group looking to increase their stake in the company.If that happens expect the steel strip counter to buzz bigtime in the bourses.The company has been expanding capacilities,putting up plants,adding clients,increasing sales quarter after quarter.Considering all these its one of the best bet in the auto ancillary sector.A great buy.

Sunday, August 14, 2011

Prakash Industries Ltd. .......Buy for long term CMP 58/-

Prakash industries Ltd , part of Surya Roshni group was started in the year 1980 by Sh. B.D.Agarwal , Founder Chairman of the company and was taken to the present stature by continuous efforts and vision of Sh. V.P.Agarwal, Chairman & Managing Director of the company. . This is the zeal and excellence of the Chairman & Managing Director , which has taken the company to new heights. He has also been honored with being one of the most innovative industrialist in India. The integrated Steel plant of the company is located at Champa , Distt Janjgir, Champa State of Chhattisgarh. The company has setup Rotary Kilns based on SL/RN technology of Lurgi ,Germany Recognizing the potential to tap the waste gases let out by the Sponge Iron kiln, the company also installed a power Co generation plant with Waste Heat Recovery Boilers in collaboration with Lurgi ,Germany. Installing first Boiler in the country based on utilization of hot gases itself is a mile stone for the company and is a part of company's contribution for harnessing energy from waste resources. In yet another planned move towards self reliance and ensuring the uninterrupted supply of consistent quality of Iron ore for the Sponge Iron Kilns , company has set up a Crushing and Screening plant at Koira , Distt- Sundargarh in the state of Orissa.

Thursday, August 4, 2011

Evinix Industries Ltd....A Penny Stock CMP 0.90 paisa

From Evinix Xsesryz to Evinix Accessories Limited . It has been an eventful and exciting journey. A journey of many milestones and of a vision that cuts across borders. A journey that began in 1996 with the manufacture of headgears, baseball caps and high altitude jackets, using cotton textile and leather, mainly for exports. A journey that has pinnacled with the launch of the company's third division, Rapid Retail, after its continued triumph in the two fast-growing segments of Accessories and Apparel. Vending to international brands retailers, Evinix today stands apart in the world of fashion as a brand that spells quality, design and innovation across the world. Its value chain extends across the entire spectrum of client requirement  from adapting the buyer request and translating it into samples and eventually, manufacturing and exporting the merchandise, thereby encapsulating the entire value chain from Design to Delivery (D2D). And its foray into the retail market marks the beginning of another exhilarating venture. With this foray, the company is now all set to cut into a new phase of growth, to create style as a domain. It is all set to make niche offerings that are cut to make the ideal style statement, and set trends for the future. Make small investment for long term . CMP 0.90 paisa

Marksans Pharma Ltd. ....Buy CMP Rs.2.80 /-

Marksans Pharma, Headquartered in Mumbai (India) is vertically integrated global player with strong presence across the entire value chain from Active Pharmaceuticals Ingredient's (APIs) to formulations to biopharmaceuticals. They are also actively engaged in R&D and offers Contract Research and Manufacturing Services (CRAMS) to global pharmaceutical companies. The specialty focus of Marksans Pharma traverses through a wide array of prescription drugs. These drugs have markets spanning the medical fields of Oncology, Gastroenterology, Antidiabetic, Cardiovascular, Pain Management, Gynaecology and others. Furthermore, Marksans also inroads into complex and intricate markets dealing with Biotechnology and Neuro-psychiatry.Buy for long term with a appreciation of 5-6 times from CMP .Small investment only. CMP 2.80 .

LCC Infotech Ltd..............A Penny Stock

LCC Infotech Limited a public limited company listed on all major stock exchanges in India was established in 1984 and is the leading I.T. training organization in the country. Driven by the passion and quality, LCC Infotech is amongst the top I.T. training & education organizations with a wide spread network of centers across the length and breadth of the country. Over two decades of quality management system, business expertise and sound strategies are responsible for this phenomenal growth of the company. At LCC, it's a whole new way to work. Here an excellent team of professionals force the pace, challenge the limits of expansion. This uncompromising tenacity has helped LCC Infotech forge to the forefront as one of India's largest computer training networks and mirrors a global presence, stretching the business areas further and faster. In fact, LCC was the first to franchise education centers in India. Diversification has led LCC Infotech into wider spheres of Multimedia, Communications,Infrastructure and Software Development. The software training centers in towns, cities and metropolises are already spreading computer education to the masses, under the brand name LCC giving LCC Infotech a decisive edge and making it a total I.T. solutions provider in the I.T. industry. Training an average of 1,00,000 students a year, it has an alumni base of over 2.7 million students with a pan India network covering all corners of the country. Can buy this penny stock for 3-5 yrs .,small investment only. CMP 0.70paisa .

Paras Petrofils Ltd................A Penny Stock

Paras Petrofils Limited is incorporated on 20th March 1991, The company is promoted by Mr. Devraj Jain, Mr. Kailash Chand Jain, Mr. Raghubir Singh Jain, Mr. Anand Kumar Jain, Mr. Ashok Kumar Jain & Mr. Des Raj Jain of Paras Group. The promoters of the company have a long experience of 2 to 3 decades in trading of the gray fabrics & processing of the cloths at dyeing & printing mills of their own or getting job work outside & also worked as commission agents in this trade at Surat. In March, 1998 further company came up with its forward integration project of establishing Texturising plant with cost of Rs.552.70 lacs (with capacity of 3080 TPA). In the year 2002 company undertook Expansion envisaging addition of 3325 TPA of Fully Drawn Yarn (FDY) to the existing capacity. Company was the Pioneer in Fully Drawn Production (FDY) production in India. FDY have improved both, the top and bottom line of the company significantly as FDY is a more value added product...Risky investment can buy for 3-4yrs . CMP 0.50paisa .

Friday, July 29, 2011

Info-Drive Software Ltd. -- BUY for long term 3-5 yrs .

Info-Drive Software Limited, is a multi-dimensional Technology and Business Services Company offering: ?Specialized expertise in Applications Deployment and Banking Solutions, ?Remote Infrastructure Management, Biometric Solutions at enterprise level and ?Back-office transaction processing in Healthcare and Benefit Administration domains. The company serves the high-growth Banking in the Middle East and Far East markets segment by providing turnkey systems integration solutions entailing custom software implementation, hardware optimization and data center maintenance. Through a unique synthesis of organic and inorganic growth model on top of highly specialized offerings in the IT, Infrastructure and BPO verticals, we have established a well-balanced portfolio of services catering to the mainstream, uncontested, and emerging markets globally. BUY for a long term target of 36+++ , CMP 13.65

Thursday, July 14, 2011

Shetron Ltd ....... Buy for long term CMP 16.70

Shetron is a Bangalore based company. This company caters primarily to two business segments food and dry battery jackets. This company has got two manufacturing plants, which are located at Bangalore and other on Mumbai and Nasik highway. In the food segment this company manufactures metal cans and supplies these cans to foods, dairy products, soups and beverages companies. In the dry battery cell-jackets this company claims to be the largest manufacturer of cell-jackets in the entire South East Asian region. This company supplies to almost all battery manufacturers including Eveready, Novino, Nippo, Toshiba and Fuji.As far as the potential of the business is concerned off late we are seeing a change in the retailing pattern from the neighbourhood stores the focus is now on setting up big retail stores and supermarkets. This will give a big push to the packaging of the product and to the food processing and ready to eat foods which are now been sold in much higher quantities as compared to earlier and the growth in the user segment will help the company grow its business since it supplies a major part of its revenues from the food processing industry.The management is projecting sales revenues of Rs 500 crore within 3-4 years, so one has a company which is trading at a reasonable valuation as of now which has done its financial restructuring few years ago where the potential of the business seems to be good and the fourth thing is that even if we discount the managements estimates by 20-30% it will still mean a growth of 400% from the current levels in the next 3-4 years. CMP 16.70

Friday, July 8, 2011

Resurgere Mines ............ A penny stock CMP 0.50paisa ... value buy

Resurgere Mines & Minerals India Limited (Formerly Exfin Shipping (India) Ltd.) is presently engaged in the business of extraction and processing of iron ore products ie lump ore and size ore, and is predominantly a manufacturer of calibrated lump ore (CLO) and Iron Ore Fines.Calibrated lump ore is the purest form of Iron ore with a very high iron content. It is a high valued material and is used in steel industry. RMMIL sells most of the CLO in the domestic spot markets. Iron ore fines are by products of CLO and it does not have much domestic demand. Hence, 90% of its produce is exported to China.Resurgere Mines & Minerals India Limited (Formerly Exfin Shipping (India) Ltd.) is presently engaged in the business of extraction and processing of iron ore products ie lump ore and size ore, and is predominantly a manufacturer of calibrated lump ore (CLO) and Iron Ore Fines.Calibrated lump ore is the purest form of Iron ore with a very high iron content. It is a high valued material and is used in steel industry. RMMIL sells most of the CLO in the domestic spot markets. Iron ore fines are by products of CLO and it does not have much domestic demand. Hence, 90% of its produce is exported to China. BUY CMP 0.50paisa , with a view of holding 6-8 yrs

Sunday, July 3, 2011

Birla Cotsyn ............ A penny stock CMP 0.45paisa..a value buy

Birla Cotsyn started its operation in 1932 as a flagship of the Yash Birla Group, one of the largest industrial conglomerates in India. The Sprawling unit is located at Khamgaon (M.S) in the industrial belt of Central India. Birla Cotsyn (India) Limited is having Synthetic Blended Ring Spun Yarn manufacturing facility with state of Art machineries at Khamgaon. The company has excellent sales network in India and abroad for Grey and Dyed Solid Griddles, Fancy, Industrial Knitting and Sewing Ring Spun Yarns in various blends and count range from NE 8s to 60s.Can try in a small qty . for returns of minimum 4-5 times in next 3 years . RISKY

Saturday, June 25, 2011

Foreign Institutional Investor (FII)

 Who are basically FII?

FII – Foreign Institutional investors are bodies which put large amounts of funds and invest those money in stocks,bonds, real estate property and other investment assets like debentures, Mutual Fund, etc… They can also be operating entities that plans to invest its net income to some extent in these types of assets.
Types of typical investors include banks, insurance companies, retirement or pension funds, hedge funds, investment advisers and mutual funds. FII role in the economy is to act as highly specialized investors on behalf of others. For instance, an ordinary person will have a pension from his employer. The employer gives that person’s pension contributions to a fund. The fund will buy shares in a company, or some other financial product. Funds are useful because they will hold a broad portfolio of investments in many companies. This spreads risk, so if one company fails, it will be only a small part of the whole fund’s investment.
Institutional investors will have a lot of influence in the management of corporations because they will be entitled to exercise the voting rights in a company. FII can actively engage in corporate governance. Furthermore, because institutional investors have the freedom to buy and sell shares, they can play a large part in which companies stay solvent, and which go under. Influencing the conduct of listed companies, and providing them with capital are all part of the job of investment management.

FII Data – Foreign Institutional Investor ( FII ) Bodies

Foreign Institutional Investors (FII) include the following foreign based categories:
• Pension Funds
• Mutual Funds
• Investment Trust
• Insurance or reinsurance companies
• Investment Trusts
• Banks
• Endowments
• University Funds
• Foundations
• Charitable Trusts or Charitable Societies
Further, following entities proposing to invest on behalf of broad based funds, are also eligible to be registered as FIIs:
• Asset Management Companies
• Institutional Portfolio Managers
• Trustees
• Power of Attorney Holders.

FII Data- List

• The break up of FIIs in India is as follows:
1. US – 368
2. UK – 167
3. Luxembourg – 73
4. Singapore – 51
5. Australia – 35
6. Hong Kong – 35
7. Canada – 32
8. Ireland – 29
9. Netherlands – 27
10. Mauritius – 25
11. Switzerland – 22
12. France – 20
With the Indian economy looking strong in the coming years, I am sure the numbers will increase to look better.

FII Data – FAQ

 Who is a Foreign Institutional Investor (FII)?
FII means an entity established or incorporated outside India which proposes to make investment in India.
What is a sub-account?
Sub-account includes those foreign corporations, foreign individuals, and institutions, funds or portfolios established or incorporated outside India on whose behalf investments are proposed to be made in India by a FII.
What is a Designated Bank?
Designated Bank means any bank in India which has been authorized by the Reserve Bank of India to act as a banker to FII.
Who is a Domestic Custodian?
Domestic Custodian means any entity registered with SEBI to carry on the activity of providing custodial services in respect of securities.
What is a Broad Based Fund in FII Data ?
Broad Based Fund means a fund established or incorporated outside India, which has at least twenty investors with no single individual investor holding more than 10% shares or units of the fund.
Provided that if the fund has institutional investor(s) it shall not be necessary for the fund to have twenty investors.
Provided further that if the fund has an institutional investor holding more than 10% of shares or units in the fund, then the institutional investor must itself be broad based fund.

FII Data – FII REGISTRATION

Who can get registered as FII?
Following entities / funds are eligible to get registered as FII:
1. Pension Funds
2. Mutual Funds
3. Insurance Companies
4. Investment Trusts
5. Banks
6. University Funds
7. Endowments
8. Foundations
9. Charitable Trusts / Charitable Societies
Further, following entities proposing to invest on behalf of broad based funds, are also eligible to be registered as FIIs:
1. Asset Management Companies
2. Institutional Portfolio Managers
3. Trustees
4. Power of Attorney Holders
What are the parameters on which SEBI decides FII applicants’ eligibility?
a. Applicant’s track record, professional competence, financial soundness, experience, general reputation of fairness and integrity. (The applicant should have been in existence for at least one year)
b. whether the applicant is registered with and regulated by an appropriate Foreign Regulatory Authority in the same capacity in which the application is filed with SEBI
c. Whether the applicant is a fit & proper person.
Which form needs to be filled in when applying for FII registration?
 “Form A” as prescribed in SEBI (FII) Regulations, 1995.
Which documents need to be sent with “Form A”?
a. Certified copy of relevant clauses (clauses permitting the stated activities) of Memorandum of Association, Article of Association or Article of Incorporation.
b. Audited financial statement and annual report for the last one year (period covered should not be less than twelve months
How much is the fee for registration as FII?
US $ 5,000.
When is the registration fee payable?
At the time of submitting the application for registration.
What is the mode of payment?
Demand Draft in favour of “Securities and Exchange Board of India” payable at New York
How many days it takes to get registered as FII?
SEBI generally takes seven working days in granting FII registration. However, in cases where the information furnished by the applicants is incomplete, seven days shall be counted from the days when all necessary information sought, reaches SEBI.
In cases where the applicant is bank and subsidiary of a bank, SEBI seeks comments from the Reserve Bank of India (RBI). In such cases, 7 working days would be counted from the day no objection is received from RBI.
 What is the registration process for FII?
 Please contact us for registration.
What is the validity period of FII registration?
The FII registration is valid for 5 years. After expiry of 5 years, the registration needs to be renewed.
What is the process of renewal?
Same as initial registration. Along with “Form A” and all the relevant documents, the applicants are required to fill in additional form (Annexure 1) while applying for renewal.
 Is there any renewal fee?
 Yes, US $ 5,000 needs to be paid for renewal of FII registration.
 When the application for renewal should be submitted
Three months before expiry of the FII registration.
What are 100 % debt FIIs/sub-accounts, and what is the process for their registration?
100 % debt FIIs are debt dedicated FIIs which invest in debt securities only. The procedure for registration of FII/sub-account, under 100% debt route is similar to that of normal funds besides a clear statement by the applicant that it wishes to be registered as FII/sub-account under 100% debt route.
Where the application for FII registration should be sent?
The FII registration application should be sent to:
Securities and Exchange Board of India
Division of FII & Custodian
Mittal Court “B” Wing, First Floor
224, Nariman Point
Mumbai 400 021
India

FII Data – SUB-ACCOUNT REGISTRATION FOR FII

Who can get registered as sub-account?
a. Institution or funds or portfolios established outside India, whether incorporated or not.
b. Proprietary fund of FII.
c. Foreign Corporates
d. Foreign Individuals
When is the registration fee payable?
 At the time of submitting the application.
What is the mode of payment?
Demand Draft in the name of “Securities and Exchange Board of India” payable at New York
How many days it takes to get a sub-account registered?
SEBI generally takes three working days in granting FII registration. However, in cases where the information furnished by the applicants is incomplete, three days shall be counted from the days when all necessary information sought, reaches SEBI.
What is the validity period of sub-account registration?
The validity of sub-account registration is co-terminus with the FII registration under which it is registered.
What is the process of renewal of sub-account?
Same as initial registration.
Is there renewal fee?
Yes, US $ 1,000
Can OCBs / NRIs permitted to get registered as FII/sub-account?
No, they are not permitted.

FII Data – POST-REGISTRATION PROCESSES FOR FII

What is the procedure in case the FII/sub-account changes its name?
If a registered FII/sub-account undergoes name change, then the FII need to promptly inform SEBI about the change. It should also mention the reasons for the name change and give an undertaking that there has been no change in beneficiary ownership.In case of name change of FII, the request should be accompanied with documents from home regulator and registrar of the company evidencing approval of name change, and the original FII registration certificate issued by SEBI should be sent back for necessary amendment.
What is the procedure for transferring a sub-account from one FII to another?
The FII to whom the Sub-account is proposed to be transferred has to send a request along with a declaration that it is authorized to invest on behalf of the Sub-account. The transferor FII should also submit a No-objection certificate.
What is the procedure for change of domestic custodian?
The FII should send a request, along with no-objection certificate from existing domestic custodian, for change in domestic custodian.
Can FII / sub-account registration be cancelled on request?
Yes, the FII would be required to send a request for cancellation of its registration or registration of its Sub-account/s clearly mentioning the name and registration number of the entity. The FII should ensure that it / Sub-account has nil cash / securities holdings.
What if the FII does not renew its/sub-account’s registration?
The registration of the FII / Sub-account would get expired at due date and it would not be allowed to trade in Indian securities markets. If it is not interested in renewal but has certain residual assets, it can apply for disinvestment in terms of Circular No. FITTC/CUST/12/2001 dated June 04, 2001 and abide by the guidelines specified in this regard.

FII Data – INVESTMENT OPPORTUNITIES

Which financial instruments are available for FII Data?
a. Securities in primary and secondary markets including shares, debentures and warrants of companies, unlisted, listed or to be listed on a recognized stock exchange in India;
b. Units of mutual funds;
c. Dated Government Securities;
d. Derivatives traded on a recognized stock exchange;
e. Commercial papers.
What are the investment limits on equity investments by FII/sub-account?
a. FII, on its own behalf, shall not invest in equity more than 10% of total issued capital of an Indian company.
b. Investment on behalf of each sub-account shall not exceed 10% of total issued capital of an India company.
c. For the sub-account registered under Foreign Companies/Individual category, the investment limit is fixed at 5% of issued capital.
These limits are within overall limit of 24% / 49 % / or the sectoral caps a prescribed by Government of India / Reserve Bank of India.
In whose name should the securities be registered?
a. In the name of FII when making investments on its own behalf
b. In the name of sub-account when making investments on behalf of Sub-account
c. In the name of “FII a/c sub-account” when making investments on behalf of Sub-account.

Rubfila International -- Multibagger Buy CMP 7.77

Rubfila International is a Kerala based company.
Its products are natural rubber thread of various sized used in garments and under garments of diff segments.Rubifila is market leader in this segment.The industrial adhesive product is the feather in crown for this company. This product fetched the fortune for Rubifila. The manufacturing capacity in this line is of mass scale and can overcome  the demand supply gap of any kind.
There is surging demand in the main products of the company nationally and internationally.
The company is promoted by the foreign group based in Malaysia and Kerala state industrial development corp ltd. Foreign promoter group is in the same line of business with proven track record and experience The companies products  are in demand world wide backed with huge scale of operation and that too with experienced and matured foreign promoter .
Rubfila`s turnover during last three years is being increased nearly 50% over previous years. This year also expected the same way. Currently Rubfila is trading at a price of 7.70 . We believe that it is undervalued at current cmp. And have a target of more than 30++  within a period of 2 to 3 years .

RELIANCE INDUSTRIAL INFRASTRUCTURE LIMITED .---- MULTIBAGGER BUY

Reliance Industrial Infrastructure (RIIL) is a Reliance group company from Mukesh Ambani’s stable. Reliance Industries directly holds 45.45% stake in RIIL. Reliance Industries is the promoter of company and they created this entity around 5 - 6 years back.If you look at the financial numbers, company has no exemplary performance in past that may indicate towards possibility of bright future performance. It is a company with completely flat financials for past 5 years and no growth achieved at all.
What does RIIL do? Company owns roughly 56 kilometers of pipeline to transport the crude oil from Chembur to Patalganga plant. Company does not do anything except managing this pipeline as on today. It was doing same thing for past 5 years in a row with almost same revenue and profits. The EPS was around Rs 15 steady. At current stock price, RIIL has market cap of less than Rs 1,000 crore.
So essentially RIIL is a sleeping company doing only one business at the same scale for years. But that seems to be changing now. Recently Reliance Industries has acquired 74% stake in Bharti AXA Life and Bharti AXA General Insurance. Out of this 74%, 17% stake is acquired by RIIL. RIIL as a company has net worth of Rs 200 crores, out of this, Rs 170 crores is a cash. Taking this development as a trigger, Reliance group management should have some plan for this company now. Being a Reliance company, RIIL cannot stay lagging for long for sure. When they start getting into such new businesses for growth, we would see the movement in company and so financials.If the RIL plans more for RIIL in near future, this company can be well on it’s path to become a large cap soon. And so would grow the numbers with appreciation in stock price. RIIL stock trades at P/E of 35 for these hopes. It had touched almost Rs 3000 on such hopes in past. If business starts moving, stock price would certainly fetch big investment returns for sure. One may buy stocks of RIIL on these hopes for long term portfolio investment. BUY for minimum 4-5 times returns from CMP in next 5 years .CMP Rs.519 /-

Thursday, June 16, 2011

KEW INDUSTRIES -MULTIBAGGER CMP 8.10 TGT 17/25/38++ Buy at CMP or below

STOCK  : KEW INDUSTRIES LTD .  Trading in BSE Code : 532758
CMP : 8.10/- Promoters Buying Heavily….. Increasing Stake
Target : 38/-+++ in Medium & Long terms
Equity  : 15 Cr , Face Vale : 10/- , Book Value 43/- , Huge Reserves : 49 Cr
Industry : Auto Parts & Equipment; Average PE of this Industry is 13; If we take Minimum PE 10 for KEW INDUSTRIES LTD with EPS is 3.5/- Stock will go 3.5 * 10 = 35/- ++++++++
KEW INDUSTRIES LTD Got Huge Order from Defense 80 Cr.
Its client portfolio includes Ashok Leyland Limited, Tata Motors, Punjab Tractors Limited, Indian Ordinance Factories under Ministry of Defence of India, Rail Coach Factory, Kapurthala.
KIL is anticipating global products demand and is striving to create a niche market
The company’s main Product Line are –
Automobile Components , Defence , Railways .
KEW INDUSTRIES LTD   is manufacturer and supplier of defence stores and automobile components for some renowned Original Equipment Manufacturers. Presently, it enjoys the reputation of a major manufacturer of automotive components and shell bodies for Ministry of Defence. The company has well established its name for product range in the domestic and export market. KEW INDUSTRIES LTD  manufactures components of Alloys Steels, SG Iron and Cast Iron for both domestic and export markets. The company has well-equipped Laboratory and Modern Research & Development Department certified by the Ministry of Science & Technology. The Company gets the casting and forging process outsourced to vendors. The machining is done in-house to achieve the required dimensions and shapes. The company has a list of the well-established auto players of the industry in its customer’s portfolio.  
 FII’s Eyes in this stock. If they will start buy Stock will zoom to 50/- levels
 This Stock is not Participated this Market Rally. So Operatrs and FII’;s eye’s in this stock.
 Happy Invest ……….. Good Fundamentals and will give good returns from 100% to 500% returns with short and medium terms and Long terms.

Sunday, June 12, 2011

How titan from Rs 30 became 4100 in 10 years? a brief study

The stock of Titan was trading at about Rs 30 during September 2001. Subsequently, it kept gathering pace, eventually reaching a peak of about Rs 1,700 in October 2007. If you would have invested Rs 100,000 in Titan in 2001, it would be worth about Rs 5.6 m in October 2007.Now in 2011  1.4 cr How did such an amazing appreciation in price come aboutOne part of the equation is the company’s profits which grew at a compounded annual growth rate of about 55% from the start to the end of the period under consideration. Each time the company made profits and retained a part of those profits, those retained earnings got added to its book value. During that period, the company’s book value per share grew from Rs 36 to Rs 87. But that is just half of the story. That’s because Titan traded at a P/B multiple of 0.8 times in September 2001. If that were to remain the same till the end of the period, then the stock would reach a price of only about Rs 70 by October 2007. 
But that was not the case. Titan was a beneficiary of a rising appraisal of its business by the market. It thus started trading at a hefty P/B multiple of 17 times by April 20011. That set the stage for the amazing rise in its stock price from Rs 30 to Rs 4400
.Thus, it is the interaction of the above two factors that come together to determine the market price of a company. The next time you see the price of a company shoot up, try to go behind the scenes and have a look at which of the factors is at play and why. It can be quite an insightful exercise.
NB: Titan's growth is not saturated it can  appreciate more from current level. lot of domestic institution as well as FII'S are buying it . Stock can multiply to nearly 3 times from the current level .