Saturday, June 25, 2011

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 .

Tuesday, June 7, 2011

Jai Balaji Industries Ltd:- Multibagger ...BUY for hold for 3-4 yrs .CMP 206. tgt 750++

The company is going to be a 20000-25000crs turnover company by 2014-15.It ended fy09-10 with a sales of around 1900crs.Well its actually hard to digest the humangous guidance given by the management but i have to go by Mr Aditya Jajodia"s word as he has got a habbit of beating his own estimates.The company stunned everyone by announcing a mega investment of 16000crs within the next few years.Aggresiveness at its height isnt it?Its marketcap is a mere 1100crs but who dares,wins-Proverb should get vindicated.Also just check how he is swallowing his shares from the open market.It gives immense confidence and conviction.Jai Balaji, at present is an integrated 1.2 million tpa steel manufacturer.It expects to add 2 million TPA in another 26 months (first phase) and another 5 million TPA in the following 24 months (5 million tonnes steel, 3 million tonnes cement and 1,215 MW power plant in Purulia, for Rs 16,000 crore).So Jai balaji is going to be a 8 million TPA company by 2014-15.At that time it should be the 4th or 5th largest integrated steel company of india with revenues of 20000-25000crs.So folks are you going to opt for the next big thing?Purulia project Phase 1A financial closure recently completed which is a huge positive.Purulia project is one of the largest steel projects in India (5m mtpa steel,1,200MW power), with 100% thermal coal integration, to be executed in modulesto address funding issues. Phase 1A of this project entails capex of Rs 18.7bn and comprises of 2m mtpa beneficiation, 1.2m mtpa pallet, 0.66m mtpa sponge iron, 70MW power and 0.3m mtpa EAF. The company recently announced financial closure for this phase 1A - Rs12.3bn debt by SBI-led consortium and balance Rs6.4bn through internal accruals/fresh equity.I was clueless about the recent severe beating on this wonderful stock.Interacted with few of my cohorts and a source of mine from UBS quotes,"Stock price has come off on low volumes on worries about potential dilution – maybe misreading Rs6.4bn of equity requirement to be met largely from fresh equity. We spoke to management - the consortium has mandated Rs1bn of fresh equity (balance Rs5.4bn from internal accruals), even though cashflows can support entire equity requirement. This is given existing high debt:equity of 2x. The financial closure provides visibility on monetisation of its 700mn tones of coal resources.So even if equity is diluted that would be just a mere 6-8%.At present prices jai balaji is a steal.........BUY





Wednesday, June 1, 2011

Shree Ganesh Jewellery House Ltd.---

Shree Ganesh Jewellery House Ltd.---Call given on 24Mar2011@ Rs.155 ,, now Rs.275 on 1st June 2011 , Book partial profits .and hold rest . Nearly 75 % up in 2 months . 

Sunday, May 29, 2011

TOKYO PLAST INTERNATIONAL - A PENNY STOCK -- BUY

Tokyo Plast International is the manufacturer of “PINNACLE ‘ brand Thermoware products. Company's main products are Thermo Containers,Insulated coolers,Beverages containers..etc. considering the increasing popularity of Pizza Consumption ,recently company introduced  single and double layered Pizza containers .Company having two manufacturing units – one located at Kandla and other at Daman. Company is concentrating in exports and earned an income of Rs.38 Crore (out of total sale of Rs.41 cr ) from exports last year  which is an improvement of almost 50 % from previous year. Its total income tripled in last five years where sales improved from Rs.14 Cr to Rs.41 Cr and bottom line from just Rs.7 lac to Rs.2.33 Cr in the said period. In last one year promoters also hiked their stake marginally. Even if the company’s  products are not strictly comparable with the products manufactured by other  houseware manufactures like TTK prestige , Gandhimathi appliances, Kanchan International ..etc  the trend in demand growth is moving almost in the same line based on the consumption story. Chances are also there for expanding the business into the manufacturing of other related housewares where there is large opportunity is available in a country with a population of 120 Crore . Company is expected to close this full year with an EPS of Rs.3/- . In the past two days its share price appreciated sharply but even thereafter it is currently trading with a P/E multiple of just  4 + on the expected full year EPS of FY 2010-11 . Considering the steady growth of topline  it shows in the past many years and recent efforts to introduce value added new products – which is expected to improve the margins-  Tokyo plast is a suitable low priced scrip for investors with patience . Currently trading both in NSE and BSE at a price around Rs.12./-

Saturday, May 14, 2011

Buy Himachal Futuristic Communications Ltd. CMP 17 , TGT 35/55+++ 3/5 yrs .

Established in the year 1987, Himachal Futuristic Communications Ltd. has developed expertise in manufacturing of high technology telecom equipment, Optical Fiber Cables and Implementation of Telecom Projects. A combination of long-term vision and proactive business strategy has helped Himachal Futuristic Communications Ltd. achieve a leadership position . The unit at Solan has produced the best in optical, wireline and wireless technologies. In addition, a highly sophisticated fibre optic cable manufacturing facility in Goa has broken new ground in optimum capacity utilization and minimum wastage.
From a single-product, single-customer company, it expended to a multi-product, multi-customer company and . had manufactured in past full range of Optical Transmission Systems ( PDH from 8 Mb to 565 Mb & SDH from STM1 to STM16 & DWDM ); Radio Transmission Systems ( 2 , 6, 11 & 18 GHz); Wireless Access Systems ( CDMA , DECT & MARR), Wireline Access Systems (DLCs , DSLAM) and wide range of subscriber terminals.
HFCL has participated and executed various national and international turnkey projects in the field of Satellite & Radio Communication, CDMA Mobile networks, Optical Transport Networks and Spectrum Management solution. The company provides and implements projects for complete cell site infrastructure for mobile operators and has worked in India for almost all private and government operators and major GSM vendorsThe activities include – Planning , Survey, Supply & Installation of Towers, Shelters, DG , Power Plants, together with complete electrical and civil work.
With strength of vast pool of professionals, HFCL has made footprints countrywide having over 20 offices to reach every type of telecom customer for pre sales liaison, technical support, post sales warranty and AMC support. It provides complete customer satisfaction by providing constant support in the shortest possible time.

Tuesday, May 10, 2011

Buy JM Financials CMP 26 Tgt 105+++ in 3/5 yrs. Multibagger


JM Financial is an integrated financial services group, offering a wide range of services to a significant clientele that includes corporations, financial institutions, high net-worth individuals and retail investors.The Group has interests in investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management, commodity broking, NBFC (Non Banking Finance Company) activities, private equity and asset reconstruction. While each of these businesses is independent in itself, they share the Group’s belief of trust being the most important factor for the organisation. The values of integrity, teamwork, innovation, performance and partnership shape the corporate vision and drive it to its purpose. BUY FOR A TARGET OF 105+++ IN NEXT 3/5 YRS .

Thursday, April 28, 2011

NATIONAL PLASTIC INDUSTRIES LTD CMP 19.50 /- .....MULTIBAGGER

National Plastic Industries Ltd., then took a quantum leap and commenced the commercial production of Molded Furniture in 1994 and since then has gone from strength to strength. Today National Molded Furniture is available throughout India and has been widely accepted by both traders as well as consumers. There are over models to suit to all applications and all kinds of budgets. Consumers prefer National Molded Furniture for its quality, color and finishing.
National Plastics Industries Ltd. is one of the pioneers in bringing in a revolution for the use of Plastic Crates for the Beverage Industry in India. Today Plastic crates are very well accepted all over India for the Soft-drink Industry, International brand like PEPSI, COCA-COLA are using National crates for crating their bottle besides numerous national and local brands.
The Company Having Good High Value Ideal Real Estate Property at
1)Andheri (East) Mumbai 2) Virla Mumbai 3) Kashi Mira Road in Thane District 4) Bangalore Near Satellite Bus Stand and Big Bazar 5) Gaaziabad UP;
 All these Lands are very good Value; But Equity is just 9 cr and Land Value near to 350 Cr per share 350/- above Value and good Book Value and EPS 7.5/- Dividend Paying company. Buy at CMP or below for a target of Rs 75/- ++++ in next 2-3 years .