Reliance Capital .............BUY for long term CMP 342/-

Reliance Capital Limited (RCL) was incorporated in year 1986 at Ahmedabad in Gujarat as Reliance Capital & Finance Trust Limited. The name RCL came into effect from January 5, 1995. In 2002, RCL shifted its registered office to Jamnagar in Gujarat before it finally moved to Mumbai in Maharashtra, in 2006.In 2006, Reliance Capital Ventures Limited merged with RCL and with this merger the shareholder base of RCL rose from 0.15 million shareholders to 1.3 million.RCL entered the Capital Market with a maiden public issue in 1990 and in subsequent years further tapped the capital market through rights issue and public issues. The equity shares were initially listed on the Ahmedabad Stock Exchange and The Stock Exchange Mumbai. Presently the shares are listed on The Stock Exchange Mumbai and the National Stock Exchange of India.RCL in the initial years engaged itself in steady annuity yielding businesses such as leasing, bill discounting, and inter-corporate deposits. Later, in 1993 diversified its business in the areas of portfolio investment, lending against securities, custodial services, money market operations, project finance advisory services, and investment banking.

RCL was accredited a Category 1 Merchant banker by the Securities Exchange Board of India (SEBI). It had lead managed/co-managed 15 issues of an aggregate value of Rs. 400 crore and had underwritten 33 issues for an aggregate value of Rs. 550 crore. All these companies were listed on various exchanges.RCL obtained its registration as a Non-banking Finance Company (NBFC) in December 1998. In view of the regulatory requirements RCL surrendered its Merchant Banking License.RCL has since diversified its activities in the areas of asset management and mutual fund; life and general insurance; consumer finance and industrial finance; stock broking; depository services; private equity and proprietary investments; exchanges, asset reconstruction; distribution of financial products and other activities in financial services.

Reliance Capital has a net worth of Rs. 7,887 crore (US$ 2 billion) and total assets of Rs. 32,419 crore (US$ 7 billion) as on June 30, 2011. BUY for long term ........multibagger in long term ...CMP 342 .

Orbit Corporation Ltd....Buy for long term 4-5 yrs. ...CMP 36 /-

Orbit is led by the Chairman, Mr. Ravi Kiran Aggarwal and Mr. Pujit Aggarwal, MD & CEO, who share a combined experience of over two decades in real estate development. Under their dynamic leadership, Orbit Corporation has evolved as an enterprise worthy of emulation in corporate governance, financial disclosures and global best practices, and now ranks among Mumbai's top luxury home developers.The entrepreneurial spirit in the organisation can be traced to 1973 when Mr Ravi Kiran Aggarwal established a steel trading firm, soon to be followed by a venture in packaged foods. He entered the real estate sector in 1989 with the satellite township of Navi Mumbai. The year 2000 was a momentous year in the history of Orbit as it witnessed the genesis of Orbit Cybertech Limited, later rechristened, Orbit Corporation Limited, in 2006. OCL aimed to tap redevelopment opportunities in the Island city of Mumbai, specifically in the premium locales of South Mumbai.Today, Orbit has achieved exceptional growth on account of its choice of strategic unmatched locations, its understanding of housing requirements of the aspirational generation and its speedy execution of projects using state-of the-art construction practices. Being present at such sought after South Mumbai locales as Napeansea Road, Gamdevi, Prarthana Samaj, Tardeo and Lower Parel – Orbit has completed four projects with a total saleable area of 253,772 Sq. Ft. Orbit also has twelve projects under development with approximately 1.84 million Sq. Ft. of saleable area, in addition to three residential projects and the upcoming gated community project in Mandwa. Orbit is also one of the top ten real estate developers listed on Bombay Stock Exchange (BSE) and National Stock Exchange (NSE).

As Orbit crosses milestones in the journey towards fulfilling its vision – to be the most sought after organisation of the 21^st century – Orbit expresses its gratitude to each individual of the 300 member strong Orbit family for their efforts and commitment to the organisation.

Jai Corp Ltd. ....Buy for long term CMP 72/-

Jai Corp was incorporated in 1985. It has traditionally been into manufacturing businesses like steel, plastic processing and spinning yarn. Apart from expansion of its plastic processing business, it is now focusing and investing in emerging opportunities like developing SEZs, infrastructure, venture capital and real estate. It is listed on Bombay Stock Exchange and National Stock Exchange.Jai Corp is focusing on developing one of the largest Special Economic Zones in India. Jai Corp has invested in 2 Multi product Special Economic Zones near Mumbai - Navi Mumbai SEZ (NMSEZ) and Mumbai SEZ (MSEZ). Both the SEZs are being conceived and developed as a futuristic business hub and gateway for trade, commerce, industry, service and tourism.Both the SEZs are strategically located in Maharashtra. Its inherent locational advantages are: close proximity to Mumbai, financial and commercial capital of India ,access to Jawaharlal Nehru Port Trust, India's largest and modern port , connectivity through existing rail links and road network ,close to new Navi Mumbai International Airport
Jai Corp is in the business of venture capital through its wholly owned subsidiary, Urban Infrastructure Venture Capital Ltd. Urban Infrastructure Venture Capital Ltd. is a Venture Capital Management Company.It is currently managing / advising two funds, Urban Infrastructure Opportunities Fund and Urban Infrastructure Real Estate Fund, with a total fund corpus of over USD 820 mn.UIVCL is the Investment Manager to the Urban Infrastructure Opportunities Fund (UIOF), a domestic Indian Venture Capital Fund. UIVCL is Indian Advisor to Urban Infrastructure Real Estate Fund (UIREF); a Mauritius based offshore fund for investing in the Indian Real Estate.......BUY .......Multibagger in Future

Website: http://www.jaicorpindia.com/

 

Indiabulls Real Estate Ltd.......BUY CMP 79

Indiabulls Real Estate Limited is India's third largest property company with development projects spread across residential projects, commercial offices, hotels, malls, and Special Economic Zones (SEZs) infrastructure development. Indiabulls Real Estate partnered with Farallon Capital Management LLC of USA to bring the first FDI into real estate. Indiabulls Real Estate is transforming 14 million sqft in 16 cities into premium quality, high-end commercial, residential and retail spaces. Indiabulls Real Estate has diversified significantly in the following business verticals within the real estate space: Real Estate Development, Project Advisory & Facilities Management: Residential, Commercial (Office and Malls) and SEZ Development. Power: Thermal and Hydro Power Generation.... Buy for long term 3-5 yrs tgt 250+++

Suzlon Energy Ltd. ........CMP 37 /- .. Multibagger in future ..buy for long term .

The seeds of Suzlon were sown by Mr. Tulsi R. Tanti's venture into the textile industry. Faced with soaring power costs and the infrequent availability of power, he looked to wind energy as an alternative. Beginning with a wind farm project in the Indian state of Gujarat in 1995, with a capacity of just 3 MW - he set forth to acquire the basic technology and varied expertise to set up Suzlon Energy Limited - India's first home-grown wind technology company. Suzlon as a group aims to provide a strong renewable energy platform thereby promising to power a greener tomorrow, today. Together with its subsidiary REpower, Suzlon has grown to be the 3rd largest wind turbine supplier in the world ensuring it builds a strong and futuristic path for the wind energy sector. From initiating a wind power project, till completion and even beyond, Suzlon ensures that nothing stands in the way of it serving its purpose. This is with the support of its key differentiators, it is the very philosophy of questioning ourselves at every step that has helped us sustain our vision....Buy for long term for multiple gains .

Den Networks Ltd. ..CMP 42... BUY

DEN Networks Limited (DEN) is among the leading cable television distribution companies in India. It is an initiative conceived, created and driven to focus on changing the cable distribution landscape in the country and deliver superior value to customers through convergence of technologies. The company is promoted by Sameer Manchanda, an industry veteran with over 20-years of experience in media & channel distribution. Raghav Bahl Promoter, Network18 Group, is a director of the Company....A long term buy with 6-7 times appreciation expected from CMP of 42 ...BUY

Steel Strips Wheels Ltd.............CMP 255 .Buy for long term 3-5 yrs .

Story:Steel Strips Wheels (SSWL), a part of the multifaceted Steel Strips group, is engaged in manufacturing wheel rims for Cars, LCV, CV’s & tractors. SSWL started commercial production from 1991. The company is armed with the latest know-how, manufacturing automobile wheel rims at its state-of-the-art manufacturing unit at Chandigarh, Chennai & Jamshedpur. The company is also setting up a new plant in Pune which is expected to have a capacity of 5 mn wheel rims. The plant is expected to complete in FY 2013. The Pune plant will be used to manufacture wheel rims for agricultural vehicles to the tune of 2 mn wheel rims. While the rest 3 mn capacity will be used to manufacture car wheel rims. This plant will provide significant growth opportunities to the company.It is increasingly being recognized as a reputed global player in the development and production of steel wheels for OEMs.SSWL has recorded a strong topline growth consistently over the past three years growing at a CAGR of 28 per cent while EBITDA and operating profit increased at a CAGR of 16 per cent and 10 per cent respectively over the same period.I expect the company’s sales and profitability to continue to remain strong on account of expansion plans and constant flow of orders.  While PAT is expected to grow at a CAGR of 90% during the same period.At present price of 255 its quoting at attractive valuations of less than 7 times its fy12 earnings.Assigning a PE of 10 gives a figure of 350 odd rs.There were recent reports of the TATA group looking to increase their stake in the company.If that happens expect the steel strip counter to buzz bigtime in the bourses.The company has been expanding capacilities,putting up plants,adding clients,increasing sales quarter after quarter.Considering all these its one of the best bet in the auto ancillary sector.A great buy.

Prakash Industries Ltd. .......Buy for long term CMP 58/-

Prakash industries Ltd , part of Surya Roshni group was started in the year 1980 by Sh. B.D.Agarwal , Founder Chairman of the company and was taken to the present stature by continuous efforts and vision of Sh. V.P.Agarwal, Chairman & Managing Director of the company. . This is the zeal and excellence of the Chairman & Managing Director , which has taken the company to new heights. He has also been honored with being one of the most innovative industrialist in India. The integrated Steel plant of the company is located at Champa , Distt Janjgir, Champa State of Chhattisgarh. The company has setup Rotary Kilns based on SL/RN technology of Lurgi ,Germany Recognizing the potential to tap the waste gases let out by the Sponge Iron kiln, the company also installed a power Co generation plant with Waste Heat Recovery Boilers in collaboration with Lurgi ,Germany. Installing first Boiler in the country based on utilization of hot gases itself is a mile stone for the company and is a part of company's contribution for harnessing energy from waste resources. In yet another planned move towards self reliance and ensuring the uninterrupted supply of consistent quality of Iron ore for the Sponge Iron Kilns , company has set up a Crushing and Screening plant at Koira , Distt- Sundargarh in the state of Orissa.

Evinix Industries Ltd....A Penny Stock CMP 0.90 paisa

From Evinix Xsesryz to Evinix Accessories Limited . It has been an eventful and exciting journey. A journey of many milestones and of a vision that cuts across borders. A journey that began in 1996 with the manufacture of headgears, baseball caps and high altitude jackets, using cotton textile and leather, mainly for exports. A journey that has pinnacled with the launch of the company's third division, Rapid Retail, after its continued triumph in the two fast-growing segments of Accessories and Apparel. Vending to international brands retailers, Evinix today stands apart in the world of fashion as a brand that spells quality, design and innovation across the world. Its value chain extends across the entire spectrum of client requirement  from adapting the buyer request and translating it into samples and eventually, manufacturing and exporting the merchandise, thereby encapsulating the entire value chain from Design to Delivery (D2D). And its foray into the retail market marks the beginning of another exhilarating venture. With this foray, the company is now all set to cut into a new phase of growth, to create style as a domain. It is all set to make niche offerings that are cut to make the ideal style statement, and set trends for the future. Make small investment for long term . CMP 0.90 paisa

Marksans Pharma Ltd. ....Buy CMP Rs.2.80 /-

Marksans Pharma, Headquartered in Mumbai (India) is vertically integrated global player with strong presence across the entire value chain from Active Pharmaceuticals Ingredient's (APIs) to formulations to biopharmaceuticals. They are also actively engaged in R&D and offers Contract Research and Manufacturing Services (CRAMS) to global pharmaceutical companies. The specialty focus of Marksans Pharma traverses through a wide array of prescription drugs. These drugs have markets spanning the medical fields of Oncology, Gastroenterology, Antidiabetic, Cardiovascular, Pain Management, Gynaecology and others. Furthermore, Marksans also inroads into complex and intricate markets dealing with Biotechnology and Neuro-psychiatry.Buy for long term with a appreciation of 5-6 times from CMP .Small investment only. CMP 2.80 .