COSMO FERRITES LTD - BENEFICIARY OF CHANGING TRENDS ... BSE CODE 523100 COSMOFE

THE COMPANY

The company we are trying to study is BSE listed Cosmo Ferrites .  Yes , the same company covered in this blog about 10 years back around Rs.13 .Few of my old readers  may doubt why it is again now  after more than 10 fold rise in its price. Changed business potential is my only answer for this question. This company belongs to the same business group that owned another listed company Cosmo Films (market cap of around Rs.2800 Cr) which is operating in packaging related business. This business group is perceived as clean and minority shareholder friendly one. Manufacturing plant of Cosmo ferrites located at Solan, Himachal Pradesh. Alisha Coils and transformers – a division of Cosmo Ferrites- manufacturing SMPS Transformers from 10W to 250W as forward integration. Citing better business prospects on account of emerging trends in user industries, company now enhancing its production capacity by 50% from 2400 MT to 3600 MT at a cost of Rs.30 Cr. As per company estimate contribution from enhanced capacity will start to reflect from first quarter of FY 2022-23. It is a fact that, so far company’s performance was erratic. Only in recent times it started to show improved performance with good profit margins that indicating changing fortunes of the company due to emerging business potential. In latest September quarter, Cosmo Ferrites reported a top line of around Rs.27 Cr, bottom line of Rs.3.51 and an EPS of Rs.3. Considering management’s confidence to enhance capacity by 50%, robust prospects of user industries like Electric Vehicle, Solar Inverters, Energy meters, Battery Chargers, Transformers ..etc it is expected to perform well going forward. At present company exporting its products to more than 50 countries.  Company is a government recognized export house and as a testimony of increasing export opportunities, Cosmo's export turnover reported a robust 48% growth in latest quarter. 

CMP. Rs.595

ABAN OFFSHORE LTD. ......CMP 54 /- ...Buy for long tem

 The Company is engaged in providing drilling oil field services for offshore exploration and production of hydrocarbons to the oil industry in India and abroad. The Company's primary segments are offshore oil drilling and production services and wind power generation. The Company possesses 20 offshore assets including 15 jack-up offshore drilling rigs, two drill ships, one floating production platform and a jack-up rig and drill ship each on bareboat charter.Aban Offshore Limited (AOL) was established in 1986 when Indian entrepreneurs were encouraged to provide offshore drilling services to the Oil and Natural Gas Corporation Ltd. (ONGC) to meet the growing needs of a vibrant economy. AOL launched its first contract drilling service to the ONGC in 1987 with two modern jack-up drilling rigs acquired from the USA.AOL currently possesses twenty offshore drilling and production units spiraling us to a prestigious position among the top ten offshore drilling asset owners in the world. Buy for long term 3-5 yrs for a appreciation of minimum 6-7 times from current levels of 54/-

Country Club India . BSE CODE : 526550 CCHHL

 

Country Club India

Country Club India Ltd is India’s largest leisure infrastructure conglomerate that offers state-of-the-art clubbing facilities, innovative family holiday packages and star-studded entertainment events. Recognized by the Limca Book of Records as ‘India’s Biggest Chain of Family Clubs’, Country Club India Ltd has 53 world-class destinations across India, Middle East, Bangkok and Sri Lanka. Also, Country Club India Ltd offers global clubbing and holiday access to 175 franchises and boasts of a massive 5100 RCI affiliated properties along with 4000 Dial-an-Exchange (DAE) ones. Known as the ‘Power House of Entertainment’, Country Club India Ltd regularly organizes various innovative entertainment events and celebrates diverse national and international festivals across every destination. During such festivities, celebrities from Indian movie industries are invited to perform for the Country Club India Ltd members and their family and friends. Country Club India Ltd offers a wide range of member centric facilities including real-time online Holiday Booking & Payment Gateway, state-of-the-art Club Houses, luxuriously furnished and fully equipped guest cottages, suites and rooms, multi-cuisine restaurants which serve some of the finest global delicacies, lounge & resto-bars, modern gyms with Spa, Massage, Steam & Sauna facilities, floating spa, jungle safari, Ayurvedic & Naturopathy therapies, Yoga facilities, banquet & conference facilities, wedding halls, swimming pools, variety of outdoor & indoor games, children play area etc. Recently, the Guinness Book of World Records has recognized CCIL’s Earth Hour social responsibility . Also, CCIL has received a personal note from former President of USA, George Bush for hospitality rendered to his team during their visit to Hyderabad.

CMP 8 ,  BUY AT CURRENT LEVELS FOR TARGET OF 40  ++  IN LONGER TERM 5-6 YRS .

MUKTA ARTS ...A STRONG BUY Mukta Arts Limited is one of India' leading production houses

 Mukta Arts Limited is one of India' leading production houses with business interests across the entertainment spectrum from Exhibition to Education. Founded by Mr Shubash Ghai, one of India' most successful film directors, the company has a library of over 35 hit films and has a brand that is globally recognized with quality and entertainment. 

Mukta Arts has been a leading film distribution company under its subsidiary Mukta Movies Distributors having its offices sector of exhibition business by being the largest content provider in the country with over 500 screens.

Mukta Arts Ltd. has created its own brand of multiplex theaters Mukta A2 Cinemas by tying up with theaters shells for development and management in malls and other complexes.

The USP of Mukta A2 Cinema' is providing Multiplex experience at affordable prices. By offering state of the art technology, comfortable seating, soothing ambience, and varied F&B options, Mukta A2 cinemas is being loved and admired by the movie goers.

he programming service business has been from April 2014 been carried over by the subsidiary, Mukta VN Films Limited, which is jointly held by the company along with VN Films Private Limited, a subsidiary of UFO Moviez. 

The company has a stake in Maya Digital Studios. The company is slowly establishing itself in the field of animation and VFX production, handling not only a number of children' animation films but also gaming projects, feature films and commercials.

Another subsidiary of the company, Connect. 1 has been entrusted with monetising all of the group' content on all digital platforms since 2012 and has primarily been working in the background. It has entered into MG-based syndication deals with Rajshri and Hungama for web & mobile respectively for the Mukta Arts' filmed entertainment content at better-than-market rates. It has also curated & syndicated the content emerging from Whistling Woods (mostly student fiction short films) on YouTube and Dailymotion. 

BUY AT A CMP OF 45 FOR A TARGET OF 200 /- +++ IN 2-3 YEARS .