DEN Networks Ltd – multi bagger stock idea

DEN Networks Ltd is a low risk high returns investment idea for theIndian markets and one of the biggest                 beneficiaries of theDigitization policy. With the Government of India (GoI) determinedly implementing the digitization policy, we believe that the turning point for the struggling cable industry has been reached. The cable industry which was characterized by  drastic  “under  reporting” of subscribers by the LCO (last mile operators) had led to substantial revenue losses not only to the  broadcasters  &  MSO’s  (multi system operators) but also the GoI (in the form of lost taxation). With  Digitization  gradually replacing the analog distribution system, the  entire universe of subscribers will now be uniquely recognized leading to a  multifold  jump in the paying subscribers for MSOs. India’s largest MSO – DEN Networks Ltd is expected to benefit the most.

Incorporated in July 2007, Den Networks is promoted by Sameer Manchanda, a veteran in the television industry. It is one of the largest national cable television companies in India, distributing analog and digital cable television services as per the MPA Report 2009. The company has analog cable presence in 76 cities across India and digital services in 37 cities across India. Den Networks currently provides cable television services in the National Capital Region of Delhi and Uttar Pradesh, Rajasthan, Maharashtra, Gujarat, Karnataka, Haryana, Madhya Pradesh and Kerala. The company has obtained an all-India Internet services provider (ISP) license and recently commenced a limited roll-out of broadband internet services in select areas, which it intends to expand in all of the other cities in which it operates.

BUY AT CMP OF 92 WITH A TGT OF 500+++ IN NEXT 3-4 YRS .

GMR Infrastructure Limited

About the Company

Incorporated on May 10, 1996 as a public limited company called Varalakshmi Vasavi Power Projects Limited in the State of Andhra Pradesh, GMR Infrastructure Limited (“GMR Infra” or the “Company”) is a global infrastructure company with interests in airports, energy, highways and urban infrastructure sectors. It has successfully employed the public-private partnership model to build a portfolio of high quality assets.

The Company has 16 power generation assets of which 5 are operational and 11 are under various stages of implementation and 9 road assets, of which 5 are operational and 4 are under construction.

In the airports sector, it has developed and commissioned the Greenfield International Airport at Hyderabad. The Company, besides operating the existing Delhi International Airport, has also built a brand new integrated terminal T3 which was commissioned in time for the Commonwealth Games in October 2010. It has also upgraded and is operating the Istanbul Sabiha Gokcen International Airport. 

BUY AT CMP 11.50 WITH PRICE TGT OF 38 +++ IN 2-3 YRS 

GUJARAT BOROSIL LTD .... FUTURE MULTIBAGGER

Gujarat Borosil Limited (GBL) was promoted by Borosil Glass Works Limited manufacturer of well known and household “BOROSIL” range of labware, scientificware and consumerware products to setup its most modern sheet glass plant at Govali, Dist. Bharuch (Gujarat) in 1994.

GBL until July, 2010 was manufacturing finest quality sheet glass in the country and has been the largest exporter in this segment.

GBL has set up a new facility in March 2010 to manufacture for the first time in Country Low Iron Solar Glass for application in Photovoltaic panels, Flat plate collectors and Green houses.

GBL’s product is of international class and is currently significant portion of its production is being exported. The solar energy is now receiving due importance in the Country also and GBL in due course plans to expand its capacity with commitment to provide best value for money to its esteemed customers.

Gujarat Borosil Limited, hitherto engaged in manufacture of high quality sheet glass from its state-of-the-art plant at Govali village, Dist : Bharuch, Gujarat [India]) has now started for the first time in the country production of Low Iron Solar Glass for application in the fast growing Photovoltaic Cell manufacturing industry worldwide.

Its newly set up glass furnace with a capacity of 105 ton finished glass output per day feeds the production to fully automated annealing, cutting and handling lines. A completely automatic and computerized batch plant ensures perfect glass quality. High quality Low Iron Solar Glass manufactured in various desired sizes in the thickness ranging from 3.2, 4 & 5 mm to suit your requirement for Solar Panels, Solar Thermal Heaters and Green houses. The company has also set up tempering facility and offers both annealed and tempered glass to domestic as well export markets.

The glass produced has highest light transmission of over 91.5% and meets international standards including EN 12150 for solar applications in Photovoltaic panels, Flat plate collectors and Green house applications and has received U1 certification from SPF, Switzerland.

In the first year of operations the company has notched up sales of Rs 59 crores from solar glass operations major portion of which has come from exports. Company is catering mainly to the export markets in Europe, United State of America and South Korea and is exploring business opportunities in many other parts of the world. The company has got firm foothold in the domestic market and to a large extent replaced imports. The customer base includes almost all the major panel manufacturers in both private and public sector in the country. Quality of packing and prompt on-time deliveries to panel manufacturers for various solar energy projects have ensured sustained and repeated business for the company.

Domestic demand is expected to rise speedily in view of large number of projects sanctioned and lined up after the impetus provided by Government’s policy announced last year. 

BUY FOR TGTS OF 200+++ CMP 75

MOSCHIP SEMICONDUCTOR FUTURE BLUECHIP

MosChip offers a wide variety of design services, including:

• ASIC Design  - From architecture design to netlist, including synthesis, integration, design verification, power and package analysis, and pre- and post-validation functions. MosChip has extensive knowledge of the Advanced RISC Machine (ARM) microprocessor architecture, PCIe, USB, SATA, memory (SRAM, DDR, Flash) and Ethernet architectures and can seamlessly integrate these functions into any design.

• ASIC Tools - MosChip has extensive experience with multiple design platforms, including Verilog, Synopsys, Cadence, and ARM design tools, as well as Xilinx, Altera, and Synplicity FPGA synthesis tools.

 

• Software Development - MosChip can provide all types of software, including device drivers, firmware, embedded systems software, and test and debug routines. The software team incorporates multiple disciplines, including Windows, Windows CE, Linux, Android, and MAC operating systems.

 

• Product and Systems Engineering – MosChip provides complete product and systems design, including architecture definition and analysis of critical design paths, SoC development, power reduction considerations, PCB integration, form factor reduction, software, and turnkey projects.

 

• IP Development – MosChip contains a portfolio of software IP’s that can be used on any platform. Types of IP include USB server over IP, printer servers, serial servers, and numerous ARM-related functions. Moschip has expertise to develop new IP’s as well.

 

• Off Shore Design Center (ODC) – MosChip Semiconductor contains off-shore design facilities in Hyderabad India and Singapore. The design is typically modeled at the customer’s site. Once the modeling specifications are met, the design is transferred to one of MosChip’s offshore design facilities.

BUY @ CMP 16 FOR TARGETS OF  50+++ IN 2 YRS