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 .

Thursday, April 14, 2011

Birla Power Solutions Ltd. BUY CMP 1.10 TGT 3 /5 / 8 ++++ Long Term 3-5 yrs

Formerly known as Birla Yamaha Limited, BPSL is committed to provide total Power Solution depending upon customer needs by manufacturing Portable Generator Inverter Home UPS. To provide complete Power Solution to its esteemed customers under one roof company has recently started opening POWER SHOPPEE across the country. To support the farming community it includes Water Pumps & Multi Purpose Engines & its application products such as Power Sprayers & Needle Vibrators and Lawn Mower under the brand name Ecoshakti. The Company also has plans to increase its range of Pumpsets and Sprayers in the lower power range. BUY with a long term view of 3-5 years  for minimum 3-4 times returns . CMP 1.10 TGT 3/5/8 .

Monday, April 4, 2011

Sujana Metal Products Ltd. --------- BUY CMP 11 , TGT 18 / 27 /45 ....LONG TERM

Sujana Metal Products Ltd earlier known as Steels Steels Ltd (SSL) was incorporated on 2 May '88 as a private limited company and was converted into a public limited company on 4 Apr.'92. The company was promoted by Y S Chowdary, V Malakonda Reddy and others. Y S Chowdary is the Chairman & Managing Director. Other group companies include Sujana Industries, Sujana Corporation, Sujana Holdings and Sujana Pharma. The company manufactures steel and re-rolled steel products. The products of the company are mainly for construction and industrial use and they enjoy a very good demand. The company's new hot re-rolling mill for the production of additional 1,25,000 tpa of steel products at Gummidipundi,Chennai was successfully completed. The company's new Hot Re-rolling Mill for the production of 1,25,000 tonnes per annum has been transferred to M/s Padmini Steel Corporation Ltd, a subsidiary company, production in this unit was started by the last quarter of 1997. The company modernised its Re-rolling Mills by way of increasing its manufacturing capacity to 110000 TPA at an cost of Rs 36 crores. The company has taken up Wind Farm Power project for 2 MW capacity in Ananthpur Dist. A.P. at a cost of Rs.843 lakhs and has met with financial assistance from IREDA and Equity. The company has already acquired five companies including the two existing plants in just 12 months. Three more companies are being evaluated for acquisition in Chennai, Hyderabad and Visakhapatnam, and more acquisitions would be made in the next three years to cater realty and infrastructure markets in South India .BUY THIS STOCK AT CURRENT PRICE OF Rs.11 OR BELOW FOR A TARGET OF 18/27/45 .

Thursday, March 24, 2011

Shree Ganesh Jewellery House Ltd. - MULTIBAGGER CMP 155 --- BUY

The Shree Ganesh Jewellery House Ltd is a Rs.2300 crores (US$ 500 million), 4 STAR export house (govt. of India recognized) company and is the largest manufacturer and exporter of hallmarked and handcrafted gold jewellery from India. The group is promoted and headed by Mr. Nilesh Parekh and Mr. Umesh Parekh Headquartered in Kolkata, with subsidiary offices in Hyderabad, Chennai, Bangalore, Delhi. The group is into manufacturing of gold, diamonds and gemstone studded jewellery.

BUY FOR LONG TERM .. TGT 251 /325 / 500 +++

Tuesday, March 15, 2011

ZEE LEARN - MULTIBAGGER STOCK ..BUY FOR 3/5 YEARS

BSE: 533287  NSE: ZEELEARN.......BUY .....TGT  50++++

Zee Learn Limited is the education arm of Essel Group. Essel Group is a diversified conglomerate with interests in Media, packaging, Amusement Parks, Entertainment & Education among others. It owns some of the most famous brands in India such as Zee TV, Zee News, Dish TV, Siticable, Fun Republic, Esselworld , Playwin, Kidzee, Zee Schools, ZICA & ZIMA.

The group have the following 
  • Mount Litera Zee Schools
  • Kidzee pre-schools
  • Mount Litera World Pre-school
  • Mount Litera World School
School Innovations
  • Zee Learn Gakken Science Academy
  • School Management Services
Youth Vocational Education
  • Zee Institute of Creative Arts (ZICA)
  • Zee Institute of Media Arts (ZIMA)
  • ZEE LEARN have a good market capitalization and good  assets worth 117.00 crores. sector also good as, education is the more attractive space now.the management is the well known group,it  started its businesses just now and have to go long run.Zee Learn had earmarked Rs. 500 crore for its various initiatives for five years, of which 40 per cent has already been invested in an university in Dehradun and schools . In 3-4  years you might see this stock around 100 levels. Enter around 21.00 or below and  hold it for atleast 4-5 years this one would be a sureshot  multibagger.