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Wednesday 25 December 2013

MIRZA International -Multibagger Trgt 45 Rs 3 yrs Time Frame LONG TERM

MIRZA International -Multibagger Trgt 45 Rs 3 yrs Time Frame LONG TERM




  • MIRZA international started in 1979 the company produces leather shoes,footwears and accessories.
  • Some of the Popular brand from this company are Red Tape,Oaktrak, which are widely recoginized all over the world.
  • They primarily export to UK,South Africa,Middle East which add 80 % of revenue.
  • Company has a design Studio in London which help produce topclass design for international market.
  • They have 3 manufacturing plants in at Magarwara and Sahjani in Unnao, and in Noida.The tanneries are located at Magarwara in Unnao.
  • They are ISO 9001, 9002 and 14000 certified company making them on international platform very competitive.
  • With 20% growth and good EPS and rumors that there is take going with Bata to sell stake in the company,once it realizes the company stocks will Zoom
  • We recomend at 25 Rs with Minimum Trgt of 45 Rs in 3 yr timeframe.

Sunday 22 December 2013

LA Opala Trgt Achived Rs 600

  • We recommended this Stock on March with a Trgt of 600 Rs. Old posting here --> Click here
  • Stock has reached the Trgt in 6 months
  • People Holding the Stock can recover the investment and continue to HOLD the rest for next Trgt of 940 Rs.
  • People can accumulate this stock if it corrects around Sub 400 Rs range  
 

Caplin Point Laboratories MULTIBAGGER TRGT - 150 Rs 2yrs TimeFrame.

Caplin Point Laboratories MULTIBAGGER TRGT - 150 Rs 2yrs TimeFrame.




  • Started in 1990 with focus on Oinments,Creams and external application pharmaceutical formulations,
  • 1994 the company become public.The stock was oversubscribed 117 times the records it holds till today in pharma industry.
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  • It has builed 51000 sqft state of art factory in Pondichery.
  • With Aqusitions and merger of May laborotories and Manlind Labarotories Pvt Ltd the company has increased its capacity.
  • Company is also Constructing a Facility to meet US FDA, UK MHRA compliance which will allow the company to export.
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  • Company is focusing various markets in South America and West Africa.
  • With Low Debt and attractive Market PE of 9 we see the stock become Multibagger in Days to come with Minimum target of Rs 150 in 2yrs time frame.

Wednesday 11 December 2013

Colgate Palmolive - Trgt Achived and now corrected, reinvest Trgt 1540

  • We have recommended Colgate Palmove on 22nd March 2013. The Trgt was achived in April.
  • See here for Recommendation post -->Click here
  • Now that the Stock has corrected, we recommended to reinvest in this stock with Trgt of Rs 1540.
 

Tuesday 10 December 2013

Important terms or definitions and their interpretation for the stocks

Fundamentals: 

 - Evaluation the Stock Books, for consistent Profit,Loss,Debt.Debt. Generally if the company is zero debt company then its Fundamentally good stock, as the don't have to pay interest for debt and all the money can be used of investment.

Market Capitalisation: 

 - Current Market value of the company or current stock price.

Return on Capital Employed:(ROCE):

  - Profit before Tax and interest/Liabilities of the company. If ROCE is greater than Capital Cost then company is doing good business and likely to give good returns Consistent ROCE increase means that the company is doing good.

Debt/Equity Ratio:

- Total Liability/Shares. If debt is high or greater than 1, then we must not invest in company.

Promoters holding:

 -  Shares of the owners of the company (generally should be more than 50%). Pledged Promoters Holding: The shares that owner has placed with bank and got loan against it.

Counters:

Average - Exponential :

 -  EMA is technical indicator.Generally if EMA crosses SMA from below, u can buy, and sell if it crossed SMA from Above.

Average - Simple :

 -  SMA is again technical indicator used along with EMA.

Bollinger Bands:

  - Again technical indicator where the Movement will be within the Band, when the Share touches the lower band and reverses one can invest. If Share touches the upper band an reverses once can go short or sell

MACD :

  - Another technical indicator based on EMA and momentum. Usually EMA,12,26 and are used .When MACD line crossed the Signal line 9, one can buy. and if crosses from top one can sell or go short

Money flow index:

 -  Same as RSI indicator it will move from 0 to 100 ,BUY at 20 and sell at 80.

Moving Average Envelope:

 - Similar to BOLLINGER band, this is bank based on Simple Moving average(SMA).Values 20,2,2.5 when 2.5% is the band. Not much of use.Ignore it.

Price Median:
  - (Price High + Price Low)/2.

Price ROC :

  - Price Rate of Change, If it crosses '0' and less than '0' SELL.

RSI :

- Buy if it crossed 20 and sell if it crosses 80

Friday 6 December 2013

Just Dial Update Recommended on 13th Aug - Trgt Achived


  • Just Dial was recommended by our team on 13/8/2013 Rs 690 with Trgt of 1200. Our Trgt has been achived in 4 months itself. You can see the old link here Click here.

  • We recommend to continue hold this stock with Trgt of 1500 Rs

Wednesday 4 December 2013

Tata Power Multibagger - 3 yrs time frame Medium term Trgt 250 Rs



  • Many people think Tata Power is just a Power Comany, but thats not true ,thare areIndia’s largest integrated power company with a significant international presence. 



  • They are in the business of Fuel,Logistics,Generation,Transmission,Distribution and  renewable energy in India and world.



  • They also have a significant presence in wind, solar, hydro and geothermal energy space.



  • Tata Power Delhi Distribution Limited ,Powerlinks Transmission Ltd,Maithon Power Ltd,Damodar Valley Corporation are some of subsidy compaines which world in Public-private partnership of Tata Power.



  • There renewable energy  project of 4000 MW Ultra Mega Power Project at Mundra (Gujarat) based on super-critical technology is a huge success and is going to give the comapny more opturnity to the company in this space.



  • There internalce presence are 30% stake in coal mines in indonesia,geothermal project in singaore,Cennergi in Southafrica,E nhanced geothermal and clean coal technologies in Australia and The Royal Government of Bhutan in Bhutan are where the company has stakes and projects



  • There year on year EPS is consisten at 4 Rs with sales booming and more grwoth to come, we the Stock hitting 250 Rs in  3ys time frame.

Saturday 30 November 2013

Syndicate Bank Multibagger 2 yrs timeframe Trgt 150 Rs

Syndicate Bank Multibagger 2 yrs timeframe Trgt 150 Rs





  • Syndicate bank was started in Karnataka Udipi district with a seed capital of 8000 Rs by 3 people.
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  • There piggy bank scheme under which they where collecting 2 Anna's in old days are now collecting 2 crores daily. it's a door step service where they go and collect in each house.
  • They have implemented CBS in all There branches and hence complain with RBI guidelines.
  • Bank also has aggresive expansion plan on coming years.
  • With a strong EPS growth of more than 50% in past 1 year, we see this company reach new height. 
  • We are giving a target of Rs 150 in 2 yrs time frame
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Jaiprakash Associates Multibagger 3 yrs time frame Long term - Trgt 128

Jaiprakash Associates Multibagger 3 yrs time frame Long term - Trgt 128

 
 
 
  • A company founded by Gaur in late 1960's is a conglomerate which focus on infrastructure space.
  • The sectors they focus are Cement,Engineering,Sports,education ,power and realestate
  • The company Main brand is the JP cements which is one of the flagship product of the company
  • They are also pioner in ydor power project with many succesful hydro projects in operation.
  • There Golf course and FI budda track show the company ability to meet international standards
  • Their Main problem has been the mountain of Debts that they have accumulated.
  • But now the managmeent has realized it and started selling some of its assets to reduce the debt
  • As part of the restructuring they are selling thier Cement plant to Ultra tech.
  • They have total debt of 550 billion of which the company is planning to reduce to 400 billion this year 2014.
  • So if they go at this pace they will be debt free company in another 3 yrs time frame.
  • With debt reducing we see EPS improving and hence we see this stock close to 120 Rs minimum.
  • One can invest in this stock for 3 yrs time frame.
 

Wednesday 20 November 2013

Jaypee Infratech - Multibagger 2yrs timeframe Trgt - Rs 40





  • A infrastructure development and real estate commpany with a vison to particiate and grow the Infrastrucre space.
  • JIL is an infrastructure development company engaged in the development of the flagship project Yamuna Expressway and other real estate projects in the country.
  • The company came in to existance in April 2007 Special Purpose to develop, operate and maintain the Yamuna Expressway in Uttar Pradesh, connecting Noida and Agra. 
  • This highway is a 165-kilometre Tolled six-lane highway along the river Yamuna, with the potential to be widened to an eight-lane highway
  • The company also has the right to develop 25 million square metres (approximately 6,175 acres) of land along the Yamuna Expressway at five locations for residential, commercial, amusement, industrial and institutional purposes which will act as a Butter for the effort and time the company has put in for this project.
  • We see the company to reach in 40 Rs level in 2yrs timeframe once it starts selling the properties along the highway.


Tuesday 12 November 2013

Idea Cellular -Multibagger Trgt 2 yrs timeframe



  • Idea Cellular an Aditya Birla Group Company, has a pan-India integrated GSM operator offering 2G and 3G services, and has its own NLD and ILD operations.
  • With revenue of $4 billion; revenue market share of nearly 15%; and subscriber base of over 121 million in FY 2013, Idea is India’s 3rd largest mobile operator.
  • Idea’s robust pan-India coverage is built on a network of over 100,000 2G and 3G cell sites, spread across over 55,000 towns in India.
  • Company has nearly 4,500 exclusive Idea outlets, and over 7,000 call centre seats giving top class service to their customer.
  • With sales of over Rs 22000 crores and and profit of 5000 crores this company is to become the next Airtel of India.
  • One can buy with target of  320 Rs  of 2 yrs timeframe 

Sunday 10 November 2013

Aurobindo Pharma Multibagger Trgt 350 Rs 1 yr time frame


  • Founded in 1986 by Mr. P.V. Ramaprasad Reddy, Mr. K. Nityananda Reddy 2 aspiring business man who had taken it for a small group to big 7500 cr company.This shows their commitment towards the company.
  • Aurobindo Pharma features among the top 10 companies in India in terms of consolidated revenues. Aurobindo exports to over 125 countries across the globe with more than 70% of its revenues derived out of international operations. 
  • Theirnportfolio consist of Semi-Synthetic Penicillins, neurosciences, cardiovascular, anti-retrovirals, anti-diabetics, gastroenterology and cephalosporins.
  •  The companies formulation business is systematically organized with a divisional structure, and has a focused team for key international markets. Leveraging on its large manufacturing infrastructure for APIs and formulations, wide and diversified basket of products and  confidence of its customers, it aims to achieve USD 2 billion revenues by 2015-16.
  • With strong growth ,diversed portfolio,strong leadership and R&D we see this company reach 350 Rs in 1 yr timeframe.

Thursday 7 November 2013

GlaxoSmithKline Pharmaceuticals - Multibagger 2 Yrs timeframe 3200 Rs

GlaxoSmithKline Pharmaceuticals - Multibagger 2 Yrs timeframe 3500 Rs









  • The company started operations in 1924 in India is one of the oldest pharmaceuticals in the country. Glaxo product are trusted by Doctors and have got thier blessings.
  • Thery are very famous amang Infant Foods.The have manufacturing units in Aligar,Worli,Bangalore,Nasik.
  • In 1983 the company reduced it states from 75 % to 40%.
  •  Globally, Glaxo is a £ 26.4 billion, leading, research-based healthcare and pharmaceutical company.
  • In India they do a turnover of 3200 Crore Ruppes whihc contitnue to 4% of ther companys tottal turnover.
  • Their India product portfolio includes prescription medicines and vaccine ssuch as anti-infectives, dermatology, gynaecology, diabetes, oncology, cardiovascular disease and respiratory diseases.
  • The company is the market leader in most of the therapeutic categories in which it operates.They also offer range of vaccines, for the prevention of hepatitis A, hepatitis B, invasive disease caused by H, influenzae, chickenpox, diphtheria, pertussis, tetanus, rotavirus, cervical cancer, streptococcus pneumonia and others.
  • With a huge cash flow and strong growth with Company might increase its stake to 75% in lines of HUL, we recommend to buy this Stock with a Target of 3500 rS IN 2YRS time frame.

Tuesday 5 November 2013

Reliance Communication - Multi bagger Trgt 245 1 year time frame

Reliance Communication - Multi bagger Trgt 245 1 year time frame



  • This Anil Ambani group flagship company, is getting back in Race.
  •  Reliance Communications, is India's largest private sector information and communications company, with over 150 million subscribers. 
  • Reliance Group has  established a pan-India, high-capacity, integrated (wireless and wireline), convergent (voice, data and video) digital network.
  • Recently their consolidated profit has increased to 3.2 %.
  • With Mukesh Ambani stepping in this company will grow in its leaps and bound.
  • Also the way Chinese banks have shown interest, this will be a company for acquisition if it fails.
  • With all these good things coming, We expect the stock to go to 240+ in 1 yr time frame.

Sunday 3 November 2013

Rakesh Jhunjhunwala Diwali Picks -2013


  • India's ace bull investor,Rakesh Jhunjhunwala is bullish on Auto sector.
  • He see's that the auto sector has consolidated for long and it will start up move .
  • He is especially bullish on 2 stocks in Auto sector,they are TATA MOTORS and EICHER MOTORS.
  • Currently TM is trading at 386 Rs we see 20 to30 % .So one an invest in the stocks with 1 year timeframe.
  • EICHER Motors which is trading at 3892 Rs. We again see 20 to 30 %.

Friday 1 November 2013

Glenmark Pharmaceuticals - Multibagger Trgt 750 Rs in 2 yrs


  • Glenmark  a leading company in discovery of new molecules, both NCEs (new chemical entity) and NBEs (new biological entity), with seven molecules in various stages of clinical development & pre-clinical development.
  • Glenmark  revenue is of USD 32 Million, the company is currently ranked among the World's top 100 Pharma & Biotech companies.
  • SCRIP  a leading magazine had  recognized Glenmark as 'Best Pharma Company in the World – SME' and 'Best Company in an Emerging Market' in 2008.
  • Company has 14 manufacturing facilities in four countries and has 6 R&D centres.
  • With strong growth we expect the company to deliver 40 % growth.
  • One can buy with Trgt with 750 Rs.

Monday 28 October 2013

Oberoi Realty - Multibagger Trgt 350 2 yrs timeframe




  • Over 30 yrs of experience in luxury real estate in Mumbai, they have delivered what this is said.
  • They have completed over 30 projects in strategically located in Mumbai.
  • Run by VIkas Oberoi who is the chairman and MD of this company since inception. He is also Havard Grad.
  • Promoter holds 78 % and 10 % is held by FII.This shows the promoters commitment.
  • They have 20,000 sqft of Infrastructure to develop.
  • One can buy with Trgt of 350 in 2 yrs timeframe.

Friday 25 October 2013

Apollo Hospitals -Buy Trgt 1150 Rs 1yr time frame






  • The dream nurtured and Dr. Prathap C Reddy, the founder Chairman of Apollo Hospitals  happened in 1983.
  • With over 8500 beds across 51 hospitals, and a significant presence at every touch-point of the medical value chain, Apollo Hospitals is one of Asia’s largest healthcare groups. 
  • Apollo Hospitals has JCI accreditations for 8 of its hospitals, the largest by any hospital group in the region.
  • The group has made quality healthcare accessible to the people of India, and even overseas. It has become an institution of trust, and a beacon of hope to so many searching for a cure for their ailments.
  • Apollo Hospitals Group, today, is an integrated healthcare organization with owned and managed hospitals, diagnostic clinics, dispensing pharmacies and consultancy services. In addition, the group’s service offerings include healthcare at the patient’s doorstep, clinical & diagnostic services, medical business process outsourcing, third party administration services and health insurance.
  • With avg growth of 20% and medical tourism kick in we expect a fair value of this share to be 1150 Rs in 1 yrs time frame.

Thursday 24 October 2013

Indraprastha Gas - Multibagger 1yr Timeframe Trgt - 360 Rs

Indraprastha Gas - Multibagger 1yr Timeframe Trgt - 360 Rs





  • Incorporated in 1998, IGL took over Delhi City Gas Distribution Project in 1999 from GAIL (India) Limited.
  • The transport sector uses natural gas as Compressed Natural Gas (CNG), the domestic and commercial sectors use it as Piped Natural Gas (PNG) and R-LNG is being supplied to industrial establishments.
  • IGL continues to augment its infrastructure so as to meet the increasing demand of CNG arising out of growing number of CNG vehicles in Delhi.
  • The growth drivers for increase in demand of CNG are - car manufacturers coming up with CNG variants and Delhi Government’s directive making it mandatory for all LCVs operating in Delhi to run on CNG. The company is in the process of enhancing its compression capacity by adding new stations.
  • On the PNG front, IGL has planned to expand its business activities in Delhi and its neighbouring towns like Noida, Greater Noida and Ghaziabad. 
  • Industrial and commercial segments would be the focus areas for the organization in the future.
  • With a Strong 20% increase in EPS yoy the Fairvalue stants at 300 Rs, Currently the stock is traiding at Rs 285.
  • We expect the company to deliver 20% growth in comming year as well Gving Fairvalue at Rs 360. 
  • One can Invest in this task with 1 yr time frame and Trg of 360 Rs.

Nifty Technical - Go short Trgt 5950


  • Todays candlestick pattern is very dangerous ..it is long legged doji and seems like gravestone doji.a two back to back Fiji ..then hanging man..and now this very dangerous doji is sure-shot sign of reversal in technical terms.
  • So friends don't get trapped and wait for corrections

Cipla Multibagger Trgt -2 yrs Price is 600 Rs

  • Cipla’s journey began in 1935 when our founder, Dr. K. A. Hamied, set up an enterprise with the vision to make India self-sufficient in healthcare. Over the past 77 years, we have emerged as one of the world’s most respected pharmaceutical names, not just in India but worldwide.
  • They have 34 state-of-the-art manufacturing facilities that make Active Pharmaceutical Ingredients (APIs) and formulations, which have been approved by major international Regulatory Agencies. 
  • They have over 2000 products in 65 therapeutic categories; with over 40 dosage forms, covering a wide spectrum of diseases ranging from communicable, non-communicable, common and emerging diseases to even rare diseases.
  • They are not only focused on profit but also on giving cheap drugs to users . In 2012, they  reduced the prices of cancer drugs, thus making world-class medicines affordable and accessible to cancer patients.
  • This has giving a huge brand and love making Cipla the mosy preferred drug maker in emerging countries.
  • Avg EPS has increased by 25% YoY.
  • One can expect the stock to touch 600 Rs in 2 yrs timeframe.

Wednesday 23 October 2013

Shree Renuka Sugars Ltd - Multibagger Rs 50 in 2 yrs time frame


  • Shree Renuka Sugars is a global agribusiness and bio-energy corporation. 
  • The Company is one of the largest sugar producers in the world, the leading manufacturer of sugar in India, and one of the largest sugar refiners in the world.
  • They operates eleven mills globally (four in Centre-South Brazil and seven in India) with integrated ethanol and power co-generation capacity.
  • The Company also has significant presence in South Brazil, through acquisitions of Renuka Vale do Ivai and Renuka do Brasil which is paying good dividends now.
  • The Company is the only sugar producer globally with year round crushing due to complementary seasons in India and Brazil.
  • The Company manufactures fuel grade ethanol that can be blended with petrol. Global distillery capacity is 6,240 KL per day (KLPD) with Indian distillery capacity at 930 KLPD 
  • The Company produces power from bagasse (a sugar cane by product) for captive consumption and sale to the state grid in India and Brazil. Total Cogeneration capacity increased to 555MW with exportable surplus of 356 MW. Indian operations produce 242 MW with exportable surplus of 135 MW and Brazilian operations produce 313 MW with exportable surplus of 221 MW. 
  • The Company has witnessed a strong Revenue CAGR of 55% and EBITDA CAGR of 58% from FY2006 to FY2012. The strong financial performance has ensured consistent returns for shareholders with an average Return on Equity of approx. 20% from FY 2006 to FY 2012.
  • The Company’s strong Management team has delivered consistently to ensure growth through successful completion of strategic acquisitions.
  • We expect the Stock to reach 50 level in years time frame CMP:21.60

Sunday 20 October 2013

Jain Irrigation Systems Ltd Multibagger 140 2 yrs time frame - Medium term

Jain Irrigation Systems Ltd Multibagger 140 2 yrs time frame - Medium term





  • 2800 Cr Micro Irrigation Company which Pioneeried in this Field.
  • The Corporation has multi product industrial profile and manufacturers of Drip and Sprinkler Irrigation Systems and Components; PVC, Polyethylene (HDPE, MDPE) & Polypropylene Piping Systems; Plastic Sheets (PVC & PC sheets).
  • Agro Processed Products includes Dehydrated Onions and Vegetables; Processed Fruits (Purees, Concentrates & Juices); Tissue Culture, Hybrid & Grafted Plants, Greenhouses, Poly and Shade Houses; Bio-fertilizers.
  • Green Energy includes Solar Photovoltaic (Solar lighting and appliances, Solar pumping systems), Solar water heating systems and Bio-Energy sources. We render consultancy for complete or partial project planning and implementation e.g. Watershed or Wasteland and / or Crop Selection and Rotation.
  • There Revenue is 50 Billion Rs with a compound growth of 15%

Essar Oil Ltd Multibagger 100 2 yrs time frame - Medium term



  • One of the bigger Offshore and Onshore oil Exploration comapny in the world, they have 35000 Km of land for expolration.They have 2.1 billions of barrels of Oil exqualient.
  • Th company also has a refining facility in 3 plces Vadinar,Stanlow,Kenya and it produces 7,50,000 barrels per day.
  • They also operate 1400 Petrol Bunk outlets in India.
  • Future Expansions and near term outlooks:
  • The company has 2700 sq km of CBM.Of this the the Raniganj is going to commence production which will start adding to the profits of the company.
  • The company is one the company which can produce Euro-V complaint deisel in the world.
  • 200 retail outlets are plan to be rolled out comming years.
  • With Strong Crude price and diverse and huge capability, the Company Stocks is set to reach 100 Rs in 2 yrs time frame

Friday 18 October 2013

Rakesh Jhunjhunwala buys 25 lakh Dewan Housing Finance Corporation (DHFL) shares




  • Ace investor, the Buffet of India, Rakesh Jhunjhunwala has bought 25,00,000 Shares for Rs 34 cores in Dewan Housing Finance Corporation.
  • The Stock was bought around 135 Rs each.This purchase was done in open market.
  • Its a new stock to his portfolio, not sure why he picked this stock,this being mostly the Finance company for Home loans. 
  • Lets see if his new pick will turn Multibagger

Friday 11 October 2013

Reliance Industries - Mulitbagger Trgt 1500 2 yrs time frame


  • India's 2nd biggest company by Market Cap Reliance Industries have diversifed in diffrent segments namely exploration and production, refining and marketing, petrochemicals, retail and telecommunications.
  • Founded by Dhirubhai Ambani the ordinalry Middle class man who rose to world to become the biggest company which contrinutes to 14% of India's export.
  • Ambani family holes with 45% of Shares making the them good contorl in the Company.
  • 76% of its revenue from refining, 19% from Petrochemicals, 2% from Oil & Gas and 3% from Other segments
  • With its retail and telecom sector growing in good pace.
  • We recommend to hold for long term investments.

INFOSYS - Mulitbagger Trgt 5500 2 yrs time frame

INFOSYS - Mulitbagger Trgt 5500 2 yrs time frame


  • Infosys is an Indian IT multinational that provide consulting, IT, software and outsourcing services. It is headquartered in Bengaluru
  • Started in 1981 by 7 people team,N. R. Narayana Murthy, Nandan Nilekani, N. S. Raghavan, S. Gopalakrishnan, S. D. Shibulal, K. Dinesh and Ashok Arora it has turned in to a Conglomarate with 30 billion $ in revenue.
  • Its Current market cap is at 187,000 Crores making it the 6 largest listed comany in India
  • With a PE of 20 it has scope to double from its currentl value to 5500 Rs in 2 yrs timeframe.
  • With Narayna murthy returing and his Son Rohan steping in Good times are back again in INFOSYS.
  • Just to let you know that the Cash in hand alone is 20000 Crores giving enough money make some big acqusitions. We heard rumors that Company might aquire Ramco Systems, hence starting its acqusition cycle.
  • We highly recommend longterm view on Infosys and its back in right track.

 Annual Results:

  Mar ' 13 Mar ' 12 Mar ' 11 Mar ' 10 Mar ' 09
Sales 36765 31254 25385 21140 20264
Operating profit 11015 10061 8414 7360 6906
Gross profit 13313 11890 9561 8270 7408
EPS (Rs) 159 148 112 101 102

Saturday 5 October 2013

Rakesh Jhunjhunwala investment in Footwear company



  • Well not many of you know that Rakesh Jhunjhunwala event invest in unlisted companies.
  • Yes he has 15% stake in "Metro" Footwear.
  • They are planning to hit the IPO market in 2 yrs time frame.
  • Metro shoes have 160 stores and plan to expand to 450 stores by 2015.
  • Keep an eye on this IPO, as looks like it has got the blessings of the bull even before it hit the secondary market. 

Rakesh Jhunjhunwala Bullish on Titan



  • India's greatest Bull of Share market, Rakesh Jhunjhunwala is bullish on Titan, said in his recent interview.
  • Th reason he says is that India's gold love cant be stopped and Titan will benefit from it.
  • He also said that the diversification of business by titan,into eye-ware,watches,will help the company and grow with continues space.
  • The longterm story is still intact for this stock.

Friday 27 September 2013

Tata Motors - Mulitbagger Trgt 600 2 yrs time frame



  
  • Tata Motors Limited is India's largest automobile company.
  • Their revenue stood at USD 34.7 billion in 2012-13.
  • They are largest commercial vehicles manufacturer in India.
  • Established in 1945, Tata Motors' presence cuts across the length and breadth of India wit plants in Pune,Patnanagar,Sanand,Jhamshedphur.
  • Some aqusition that Tata made are Daewoo Commercial Vehicles Company,Hispano Carrocera,JV with Marcopolo,Thonburi Automotive Assembly Plant .
  • In January 2008, Tata Motors unveiled its People's Car, the Tata Nano making it the cheapest car in the World and landed India In Automobile market
  • With Aqusition of Jaguar they are the Company which are now spread in all parts of automobile in all part of world with strong portfolio.
Annual Results:

  Mar ' 13 Mar ' 12 Mar ' 11 Mar ' 10 Mar ' 09
Sales 44766 54307 47807 35593 25661
Operating profit 1718 4178 11795 4034 1701
Interest 1388 1219 1144 1104 674
Gross profit 2418 3533 3704 4784 1954
EPS (Rs) 0.95 3.91 5.68 7.85 3.9

Lupin - Mulitbagger Trgt 1550 2 yrs time frame



  • Lupin Limited is a pharmaceutical company.
  • They focus on non-steroidal anti-inflammatory drugs, bacterial infections and cardiovascular disease.
  • They are 2nd largest pharma company by market capitalization in India.
  • Headquartered in Mumbai the company is an innovation led transnational pharmaceutical company producing a wide range of quality, affordable generic and branded formulations and APIs for the developed and developing markets of the world.
  • There products reach over 100 countries in the world.
  • Lupin has emerged as the 5th largest and the fastest growing Top 5 company in the U.S (by prescriptions) the only Asian company to achive this feet.
  • One can invest in this strong multibagger for a minimum target of 1550 in 2yrs timeframe.

Annual Results:

  Mar ' 13 Mar ' 12 Mar ' 11 Mar ' 10 Mar ' 09
Sales 7123 5385 4509 3709 2967
Operating profit 1884 1162 973 815 575
Interest 33 29 26 28 42
Gross profit 1874 1137 950 790 538
EPS (Rs) 28.16 18.01 18.15 14.59 10.07

Friday 20 September 2013

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Sunday 18 August 2013

Cairn India - Mulitbagger Trgt 650 2 yrs time frame

Cairn India - Mulitbagger Trgt 650 2 yrs time frame




  • Cairn India is headquartered in Gurgaon, India. It is engaged in the business of oil and gas exploration and production.Cairn India is one of the largest independent oil and gas exploration and production companies in India
  • Most strongly fundemental company with attractive valuation.
  • Its resource base has increased from 6.5 to 7.5 will help growth.
  • The company has strong cash flow which will help it to do more acqusitions .
  • With strong 25 to 30% yoy growth this is one of the best vauled company in india.
  • With the PE of just under 3, we expect the comapny to reach 650 Rs in 2 years time frame.
One can Buy with Trgt 650 2 yrs time frame.

Dhanuka Agritech - Mulitbagger Trgt 450 2 yrs time frame

Dhanuka Agritech - Mulitbagger Trgt 450 2 yrs time frame


  • Dhanuka Agritech Limited manufactures a wide range of agro-chemicals like herbicides, insecticides, fungicides, miticides.
  • Its unique business model help FII who want to enter the indian market an ideal partner.
  • Its strong product pipeline and and various tierup with compaines in US and japan will help growth.
  • Thier ROE is at 26 % which is one of the highest in the industry.
  • With strong 15 to 20% yoy growth this is one of the best vauled company in india.
  • With the PE of just under 10, we esxpect the comapny to reach 450 Rs in 2 years time frame.
One can Buy with Trgt 450 2 yrs time frame.

Friday 16 August 2013

Berger Paints - Mulitbagger Trgt 450 2 yrs time frame




  • Berger Paints started operations in 1923 in a small unit in Kolkata as Hadfields India Ltd. The current promoters, the Dhingra’s , entered the company in 1991 after acquiring UB Group’s stake in the company. Berger Paints is the second largest decorative paints company in the country.
  • Company is Second largest player with 17% market share.
  • Decorative paints constitute 70% of the Rs 170bn paints market. The per capita consumption of paints in India is very low at 1.5 kgs/year compared to 15-20 kgs in developed countries. We expect decorative paints market to grow at a healthy rate in the future.
  • Berger is poised for a strong growth ahead, given the inherent growth in the decorative as well industrial paint segment and the company’s increasing aggression to enhance its capacity and distribution reach, especially in the southern region. We expect the company to benefit from increasing size and scale.
  • Aggressive recoveries and provisions have helped SIB reduce its NNPA from 3.8% to 0.4% of advances.As the bank continues to aggressively provide for the NPAs, we expect the net NPAs to remain at 0.3% of advances and provision cover to remain stable.
  • Company is gaining considerable size and scale with healthy revenue CAGR and increasing shift towards premium products enhancing operating margins.
One can Buy with Trgt 450 2 yrs time frame.
 

South Indian Bank - Mulitbagger Trgt 50 2 yrs time frame

South Indian Bank - Mulitbagger Trgt 50 2 yrs time frame


  • South Indian Bank Limited is a private sector bank headquartered at Thrissur City in Kerala, India. South Indian Bank has 750 branches spread across more than 26 states and union territories in India. It has set up 785 ATMs all over India.
  • SIB's core banking operations have improved considrable and this improvement will reflect in Stock price
  • SIB's consolidation phase is over and the bank is ready to embark the high growth phase. We expect SIB to expand its branch network by ~50 branches per year, with 80% of them in non-south areas.
  • The bank's deposit profile is one of the the best among its peers with 23.8% of CASA mix and 19.3% NRI deposits. Driven by expanding branch network, we expect SIB to maintain its CASA mix and hence, maintain its NIMs at 3.0%.
  • Aggressive recoveries and provisions have helped SIB reduce its NNPA from 3.8% to 0.4% of advances.As the bank continues to aggressively provide for the NPAs, we expect the net NPAs to remain at 0.3% of advances and provision cover to remain stable.
  • We are enthused by the bank's consistent improvement in operating performance, robust asset quality, and stable margins. tHIE Stock is also having attractive valuation.
One can Buy with Trgt 50 2 yrs time frame.
 

Motherson Sumi Systems - Mulitbagger Trgt 450 2 yrs time frame

Motherson Sumi Systems - Mulitbagger Trgt 450 2 yrs time frame



 
 
  • Motherson Sumi Systems, established in 1986 is the flagship company of the Samvardhana Motherson Group. Motherson Sumi Systems is a joint venture between Samvardhana Motherson Group and Sumitomo Wiring Systems of Japan.
  • MSSL has made seven acquisitions since 2005, with all of them contributing postively. The ability of the management to
  • remain patient enough and wait for right opportunity is the key reason for its success.
  • MSSL meets ~65% and ~48% of the domestic passenger vehicle demand for wiring harnesses and rearview mirrors. It meets ~25% of the global passenger vehicle demand for rear view mirrors. This gives great pricing power for the company.
  • MSSL's busniess model has seamlessly grown from single product, single location and select customers to diversified products , multi locations and mutilple countries hence giving a steady growth.
  • SMR (Visiocorp) - announced orders worth Euro 700mn under new programs to be executed
  • over the next 6 to 7 years
  • MSSL has registered a CAGR of >30% in sales and net profits , without diluting its equity (unlike its peers like Amtek Auto, Bharat Forge, SFL). This indicates its ability to generate adequate cash to fund its future requirements and strong management who have confidence in thier bussiness
 
One can Buy with Trgt 450 2 yrs time frame.

Jubilant Foodworks - Mulitbagger Trgt 2250 2 yrs time frame





Jubilant Foodworks - Mulitbagger Trgt 2250 2 yrs time frame




  •  Jubilant FoodWorks Ltd is an Indian company based in Noida, Uttar Pradesh which holds the master franchise for Domino's Pizza in India, Nepal, Sri Lanka and Bangladesh, and also for Dunkin' Donuts in India
  • Domino's franchise stores are expected toreport strong and sustained growth in earnings through (1) penetration in existing cities,(2) exploring new distribution channels, (3) entering new cities and (4) maximizing revenue per store.
  • Further better utilization of existing store and commissaries infrastructure and relatively lower spends on advertising & communication will trigger good proft growth.
  • JFL is a company to be listed in the food-service domain. Hence, there is no like-to-like comparison. We expect it to attract a scarcity premium on account of the limited options available in this promising segment.
  • Quick Service Restaurants such as Dominos wil score big in comming years because of past paced indians, and both Husband and wife working hence having little tile to cook and more money to buy.
  • Research agencies have estimated that the food industry (including services and others) is likely to grow to USD300 bn in 2015
One can Buy with Trgt 2250 2 yrs time frame.