SCHNEIDER ELECTRIC INFRASTRUCTURE LTD BSE Code 534139

Schneider Electric Infrastructure , an associate company of the French Energy management conglomerate  Schneider Electric is  a newly listed  stock in our stock exchanges.This company originated by the  Areva T&D’s global take over by the Alstom-Schneider consortium and subsequent de -merger of Transmission business to Alstom and  distribution business  to Schneider.The global takeover happened in 2010 at a cost of EUR 2.29 billion.Later the high voltage business allotted to Alstom and Medium and low voltage business allotted to Schneider to align with their global status.The Indian business of erstwhile Areva T&D also shared in the same manner here.In the initial stage its name was  SMARTGRID AUTOMATION DISTRIBUTION AND SWITCHGEAR LIMITED and changed its to Schneider Electric Infrastructure Limited in December 2011. Its ultimate parent company Schneider Electric is one of the world's largest manufacturers of equipment for electrical power distribution, industrial control and automation.Its nearest rival is ABB , but if we take the growth in Asia region business Schneider outpaces  with a 21%sales growth compared to 5% of ABB. Even in other parameters too Schneider showing better prospects as in the case of operational  margins for low voltage business where its is 20.5 % for Schneider and 16% for ABB (Asian business) .At present Schneider’s revenue share from Asian region is about 37% and it is growing very fast mainly due to some aggressive acquisitions made in last few years. In India , parent company made some big ticket acquisitions in recent past which includes Conzerv Systems, Meher Capacitors, Zicom's electronic security systems integration business(Rs.225 Cr),Uniflair India, APW President Systems( Rs.70 Cr approx.),Digilink(Rs.500 Cr) and Luminous ( Rs.1400 Cr)..etc.These figures clearly indicates their commitments to India . Coming back to the business of the listed entity ,it is in MV/LV Distribution business which includes Protection relays , control panels and other accessories.Even if there is some slowness in power generation and distribution policies by government in recent times , we all know there is huge scope remaining and it is inevitable in a country like India.I believe , with superior technology ,aggressive marketing strategies and vast experience Schneider having big opportunity in India for their Distribution business going forward.For the nine month ended December 2011  Schneider Electric Infrastructure posted a turnover of Rs.1054 Cr and a net profit of Rs.33Cr .In the latest December quarter alone it  posted a sales of Rs.409 Cr and a net profit of Rs.18 Cr .Margins are not great  at present but it is expecting to improve after the full control  of Schneider in the management .SEIL listed last week and this FV Rs.2 stock is currently trading around Rs.70/- .I feels the major selling happening in these days are from some Institutional share holders. As a matter of policy ,generally some funds/institutions are not interested to hold de-merged pieces and this may be an offloading because of this reason. I strongly believe whenever this supply ends this stock will move to the next level  and may turn as a dark horse in coming years.....Buy for long term 3-5 years . 

Nu Tek India Ltd...........CMP 0.95 paisa,,,buy for long term

Incorporated in 1993, Nu Tek India (Nu Tek) was promoted by a first-generation entrepreneur, Inder Sharma, a BE Electronics and Communication Engineer from North Carolina State University, US. Nu Tek is a telecom infrastructure services provider, offering Infrastructure rollout solutions for both mobile and fixed telecommunication networks. The company offers services to telecommunication equipment manufacturers, telecom operators as well as third party infrastructure leasing companies in installing and maintaining telecom network equipment and Infrastructure. From end-to-end solutions ranging from telecom network installations to full turnkey infrastructure rollout services, Nu Tek also provides technical support services and operation and maintenance to its clients. The company has executed projects in all the 23 telecom circles in India through its workforce of over 1,000 employees across India. It is also registered with the Department of Telecommunications (DoT) as a telecom infrastructure provider (category – 1).
A subsidiary in Turkey will mark Nu Tek’s foray into the overseas markets. The Middle East operations of Ericssion AB, Dubai, will also be serviced by the company. It is in the process of acquiring companies / entities in the US that will compliments its requirements. Work orders of a Rs 4.82-crore Tata Projects relating to the power sector in Rajasthan and Orissa are under execution.Operating in high-growth telecom infrastructure services sector, seeing a massive expansion plans by all telecom services providers, especially in small towns and rural areas, offering good business opportunities in the coming years. With mobile number portability to be implemented soon, existing telecom operators will be forced to improve the on-road and in-building coverage by improving/sustaining their network infrastructure to retain existing subscribers. The imminent arrival of third generation (3G) technology would lead to an increased demand for towers/telecom sites. BUY AT CMP FOR TGT. OF  Rs.5 / 10 / - .Invest a small amount .

Orient Green Power Company limited (OGPL) ... CMP 10/- .... BUY a Multibagger in future 55++

Orient Green Power Company limited (OGPL) is a leading independent renewable energy power producer in India.They are the largest independent operator and developer of renewable energy power plants in India based on aggregate installed capacity. Currently their portfolio includes biomass, biogas, wind energy and small hydroelectric projects at various stages of development. As of March 31, 2010, their total portfolio of operating projects included 193.1 MW of aggregate installed capacity, which comprised 152.6 MW of wind energy projects and 40.5 MW of biomass projects. Their portfolio of committed and development projects included approximately 815.5 MW of prospective capacity, which comprised an estimated 622.0 MW of wind energy projects, 178.5 MW of biomass projects and a 15.0 MW small hydroelectric project. They are one of the top two independent operators and developers of wind farms in India based on aggregate installed capacity. Our wind energy business focuses on the development and operation of wind farms in India, Europe and South Asia. Our currently operating wind farms are located in the states of Tamil Nadu and Andhra Pradesh, which are among the top four Indian states with the highest wind potential and which have favorable incentives for renewable energy companies. Biomass power business focuses primarily on the development and operation of multi-fuel biomass-based power plants that generate electricity from agri-residues and waste from agriculture crops, forestry and related industries, such as rice, mustard and soya bean husks, straw, cotton and maize stalks, coconut and ground nut shells, wood chips, poultry litter, and bagasse. We target regions with sufficient availability of biomass, favorable incentives for renewable energy companies, attractive tariff structures and a shortage of electricity supply. In its endeavor to have a balanced portfolio of renewable energy assets, OGPL would focus on Small Hydropower as another growth area. As a strategy, the company would undertake Small Hydropower projects through joint ventures so as to benefit from the experience of joint venture partners. To start with the company is implementing a Small Hydel plant with 15 MW capacity at Orissa through a joint venture company - Pallavi Power and Mines Limited.

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.

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 .

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.

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.

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 .

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