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.

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.

BHEL - Mulitbagger Trgt 250 2 yrs time frame

BHEL - Mulitbagger Trgt 250 2 yrs time frame

• Bharat Heavy Electricals Limited is an Indian state-owned integrated power plant equipment manufacturer and operates as an engineering and manufacturing company based in New Delhi, India. Wikipedia
• Strong order-book, ongoing capacity expansion will help BHEL to come back in Growth path.
• BHEL’s advantage is its being a local company, capable of providing repair and maintenance services, and a ready supply of spares. Further, as the quality of equipment from Chinese players is yet to be tested over a longer period (super critical plants are a relatively new phenomenon in India), some local utilities may prefer a known player such as BHEL.
• BHEL JV with TANGEDCO will start giving rich riivident doing forward. This will also help BHEL qualify in super critical segment and increase its sales to third party.
• The company has forayed successfully into the advanced class gas turbine segment, winning its firm commercial order from Reliance Industries. It has since, in quick succession, won two more such orders in Gujarat.
• BHEL also has capability to produce equipment and sub-assemblies for onshore drilling rigs. It recently won a three-year contract from ONGC

One can Buy with Trgt 250 2 yrs time frame.

Rakesh Jhunjhunwala buy stakes in Escorts

Rakesh Jhunjhunwala buy stakes in Escorts

• Ace investor has been doing some value buying in crashing market. His latest pick is Escorts
• Jhunjhunwala bought shares at Rs 88.23 apiece on the National Stock Exchange.Rakesh Jhunjhunwala has bought 6,21,789 equity shares on Wednesday.
• Escorts has given very strong results which Rakesh belives in and hope to become his nest mulitbagger.
• Profit after tax of the tractor manufacturer jumped 3 times year-on-year to Rs 58.3 crore and revenues rose by 16 percent Y-o-Y to Rs 1,176 crore during April-June quarter.

 

ITC - Mulitbagger Trgt 450 2 yrs time frame

 

 

 

 

 

• ITC Limited or ITC is an Indian conglomerate headquartered in Kolkata, West Bengal. Its diversified business includes four segments:Fast Moving Consumer Goods, Hotels, Paperboards, Paper & Packaging and Agri Business
• ITC is a play on the consumption boom emerging in India, driven by emerging demographic trends.
• Strong Brand portfolio comprising of Goldflake, Wills, Aashirvad, Bingo, mint-o, ITC hotel, Vivel, Classmate, Sunfeast, Mangaldeep, Candyman, Wills Lifestyle and John Player etc-.
• Cigarette business are likely to pick up in coming years because of strong demand and low penetration of Cigarette in India. Also the company has inelastic demand for Cigarette which helps it in increasing the price whenever there is a hike in excise duty
• Strong Financials with an EBITDA of 34.2% and PAT growth of 20%. The company’s Net Sales and PAT have grown at a 5 year CAGR of 16.96% .
• ITC is a strong defensive play due to limited operational exposure to three key risks: a slowdown in the US economy, a slowdown in Europe and rising interest rates

One can Buy with Trgt 450 2 yrs time frame.

Rallis India - Mulitbagger Trgt 350 2 yrs time frame

Rallis India - Mulitbagger Trgt 350 2 yrs time frame

• Rallis India Ltd (Rallis), subsidiary of Tata Chemicals Ltd is a leading crop protection player. The company sells its products across 80% of India’s districts through the wide range of distribution channels with supportive retailers and dealers.
• Company is also a leading crop protection player. The company sells its products across 80% of India’s districts through the wide range of distribution channels with supportive retailers and dealers.
• It has categorized its business into the Domestic Agri Business, Institutional Business, International Business and Contract Services.
• Domestic Agri Business, operates in the area of pesticides, herbicides, fungicides, plant growth nutrients, seeds and also providing agri services to the farming community. It has about 13% market share.
• International business through new registrations, alliances, contract manufacturing and also by setting up fully owned subsidiary in Australia in the name of Rallis Australasia Pty Ltd to increase direct market presence outside India. The International Business division registered 34% top line growth.
• Rallis is likely to show good performance due to the acquisition of Metahelix and commissioning of Dahej facility in the current fiscal year

One can Buy with Trgt 350 2 yrs time frame.

TITAN Industries - Mulitbagger Trgt 550 2 yrs time frame

• TITAN industries is one of the best diversifed stock that once can buy. It is Rakesh Jhunjhunwala stock which he holds for very longtime.
• One of the main reason why we recommed to hold this stock is because of its strong management.
• Company reported strong Q1 results +67% in jewellery, partially benefited by the strong sales in April due to a correction in gold price.
• Because of govt. intervention organised players like Titan could get preference over unorganised players to get access to the imported gold for domestic sale due to their better relations with the nominated agencies. This is a favourable environment for Titan to gain market shares from the unorganised industry.
• Titan has a floor space addition plan of 100,000 sq. ft for FY14 which will help increase sales and bost profit.
• It already opened new store in FY 13 who benifed will get added in Coming quaters.

One can Buy with Trgt 550 2 yrs time frame.

Housing Development Finance Corporation (HDFC) - Mulitbagger Trgt 1450 2 yrs time frame

• HDFC is a leading housing finance provider company in India offers various types of home loans.
• The company is Market leader in the Mortgage Finance Industry with great risk managment.
• Increase in Workable population leads to more aggregate disposable income & higher no of home buyers. Increase in median age results into more mature new home buyer market. This will again benefit HDFC.
• The company has always kept thier shareholders happy with Good Dividend paying history.
• Thier strategic planning and Strategic investments yielding good returns for the company.
• HDFC has one of the most respected and experienced management teams in the industry. Average tenure of senior management is more than 25 years
• HDFC is well placed in a business segment where secular growth drivers are intact and capable of supporting loan growth of 22-25%. Key drivers of long term growth for the company include continuation of strong economic growth, higher disposable income, lower penetration of home ownership proportion & penetration in India.
• Management has a flexible strategy to fund mortgage book growth, depending on prevailing liquidity. HDFC Limited’s historical ability to maintain spreads at around 2.2-2.3% and grow business at over 20% YoY across economic cycles gives us comfort.

One can Buy with Trgt 1450 2 yrs time frame

HINDUSTAN UNILEVER (HUL) - Mulitbagger Trgt 1350 2 yrs time frame

• Hindustan Unilever Limited is an Indian consumer goods company based in Mumbai, Maharashtra. It is owned by Anglo-Dutch company Unilever which owns a 67% controlling share in HUL.
• Growth accelerating and both in topline and bottom-line, with the help of its powerful brands like Lux, Dove, Ponds,Lakme, Fair & Lovely, Surf Excel Wheel, Rin etc
• Company has been strategically moving its strong brands like Dove,Ponds, Pears, Vaseline, AXE,etc into newer and different segments as an extension of its brands.
• HUL has a strong association with rural india which consumes 40% of its products thorugh its strong distribution network covering 1.3 lakh villages.
• It has strong brand leadership with leading position in segments like Soaps, Haircare, Homecare,Laundry, skin care, Deodorants etc. It also seconds's in Oral care and Tea which clearly denotes its strong brand leadership.
• Fall in Palm Oil prices will help the company as its they are key ingredients

One can buy with Trgt 135 0 2 yrs time frame.

Eros International - Mulitbagger Trgt 260 2 yrs time frame

Eros International - Mulitbagger Trgt 260 2 yrs time frame

 

• Eros International is an Indian motion picture production and distribution company, based in Mumbai. The company was founded by Arjan Lulla in 1977. It is a leading global company in the Indian film entertainment industry.
• The business methods enables it to monetize films from pre-sale to post theatrical stages. Furthermore, the company possesses the IP rights for its contents. Its strong content library is monetized effectively through a strong distribution network and new business.
• Company improve and expanding its content library over the years. This helped it build a wealthy content library of over 1,900 Films. With healthy movie pipeline and planned expenditure to acquire content, Eros’ Content library is likely to remain wealthy and keep driving its revenues, going forward.
• Their distribution network perfectly complements its content library. The company’s distribution network, including India, US, and UK, is spread across more than 50 countries. Its well established network helped it to hold leading share in all theatrical Indian language films in the US and UK during CY2011. Furthermore, new initiatives such as Eros Now and penetration on internet and mobile platforms could boost its performance.

 

One can buy with Trgt 260 2 yrs time frame.

Petronet LNG - Mulitbagger Trgt 300 2 yrs time frame

Petronet LNG - Mulitbagger Trgt 300 2 yrs time frame

 

• Petronet LNG is India’s  fastest growing LNG company formed in 1998 as a joint venture by the Government of India for setting up of domestic LNG terminals as well as import of LNG in the LNG. 50% of equity held by GAIL Limited, ONGC, IOC and BPCL, 10% of equity held by GDFI (part of GDF Suez) while the remaining 5.20% and 34.8% are held by Asian Development Bank (ADB) and public.
• Commissioning of Kochi Terminal by Q1FY14 is the immediate biggest trigger for the company. Kochi Terminal with a capacity of 5mmtpa ensures to meet the increasing demand of natural gas for Power, Petrochemicals Fertilizers and various other industries.
• Petronet LNG poised to be the biggest player in Indian LNG business.
• Capacity booked will de-leverage by providing better revenue visibility.
• Expansion to aid financials in the future course of time as it is estimated that PetronetLNG may command a healthy CAGR of ~16% in the topline while a CAGR of ~20% for FY13E-FY17E.

One can buy with Trgt of 300 2 yrs time frame.

BATA INDIA - Mulitbagger Trgt 1800 2 yrs time frame

• Bata India ,the largest retailer and leading manufacturer of footwear in India .Incorporated as Bata Shoe Company Private Limited in 1931, the company has been holding a unique place.
• Currently the company owns brands like Hush Puppies, Dr Scholls, Weinbrenner, North Star, Power, Marie Claire, Bubblegummers, Ambassador, Comfit and Wind India.
• Bata India’s ‘Discover New’ campaign aspires to offer a wide portfolio of footwear and accessories at affordable prices. Formulated especially for the youth, the collection is designed innovatively experimenting different looks and style.
• Bata Home Delivery Services to push sales by providing footwear as per customer’s choice and size not available on the stores.
• The company has introduced new retail concept FOOTIN with a new range of footwear focusing on affordable fashion and trendy styles in order to achieve volume growth.
• Opening of Large format Stores with latest design and tie up with fashion designer to be the key future driver going forward.

One can buy with Trgt 1800 2 yrs time frame.

 

TCS - Mulitbagger Trgt 3300 2 yrs time frame.

• TCS is one of the most integral parts of ~$98.7 Bn Tata group. Foundation of it was rooted in formation of a division of Tata Sons in 1968.
• The company’s leading position in the Indian IT space, strong growth in business volumes, GNDMTM for better catering of customers’ needs, non linear growth drivers, strong R&D.
• TCS’ large size enables it to provide one stop solutions for entire set of customer needs. This factor puts the company in a better position while negotiating for new deals and helps it to retain business from the existing clients.
• TCS’ management continues to reward shareholders with regular dividend payouts, which add on to their returns periodically. The company has distributed ~48% of its cash generated since FY2005 as dividends.
• TCS’ broadservice offerings and integrated solutions help it to provide one stop solutions to its customers’ needs.
• The company’s services portfolio consists of Application Development and Maintenance, Business Intelligence, Enterprise Solutions, Assurance, Engineering and Industrial Services, IT Infrastructure Services, Business Process Outsourcing, Consulting, and Asset Leverages Solutions.

One can buy with a Trgt of 3300 Rs in 2 year time frame

Just Dial - Mulitbagger - Trgt 1200 2 yrs time frame

• Established in 1996, Just Dial (JD) is a pioneer of B2C local commerce in India on digital media.
• With the digital classified industry estimated to grow at a CAGR of 26% to Rs39bn by 2016, JD is evidently well equipped to seize the growth opportunity.
• It's strong brand recall, high business understanding, far superior services and path-breaking product pipeline make it a strong enabler for growing B2C local commerce in India.
• With high operating leverage, negative working capital, low capex-driven model and cash-rich b/s, it’s profitability and cash generation potential are at a higher rate with growth.
• Its growth is driven by Usage, which is driven by User experience, technology and improving user lifestyle. Paid listing is a derivative.
• It’s service platform and content base are diverse, up-to-date and way ahead of competition; User experience on  local search service is unmatched.

One can buy with a Trgt of 1200 Rs in 2 year time frame





 

YES Bank - Mulitbagger Trgt 1200 2 yrs time frame

YES Bank - Mulitbagger Trgt 1200 2 yrs time frame

• Yes Bank has experienced unprecedented growth in the Indian banking sector since it
• started operations in late 2004.
• The bank differentiated itself from other players in the industry through its unique 'knowledge banking approach', emphasis on technology, and human resources.
• The bank delivered RoE of over 20% and RoA of 1.5% for FY11.
• It has 750 braches and 3000 ATM's and expected to grow at 20%.
• The loan book has grown at a CAGR of 52.9% over the last 5 years, which is well above the average industry growth rate during the same time period.
• One can buy with a Trgt of 1200 Rs in 2 year time frame

 

Pidilite Industries - Mulitbagger Trgt 900 2 yrs time frame

• Pidilite, incorporated in 1959, has been a pioneer in theConsumer and Specialities Chemicals in India. Pidilite Industries is the market leader inadhesives and sealants, construction chemicals, hobby colours and polymer emulsions in India.
• Its brand name Fevicol has become synonymous with adhesives to millions in Indiaand is ranked amongst the most trusted brands in India.Also pidilite has strong brands like Fevicol, Dr.Fixit, Fevi Kwik, m-seal,hobby ideas, moto max, Fevi stik etc.
• The company’s net sales and profit have grownat 10 year CAGR growth of 18% and 21% respectively. With Strong ROE of 26.9% and D/E ratio of 0.24, the fundamental of the company looks strong.
• Adding new products to strengthen its product line and growth
• Announcement of any positive development on Elastomer project will add a new positive trigger to the stock.
• At the CMP of INR 252, the stock discounts its FY13E EPS of INR7.6 by 28.9x and its FY14E EPS of INR9.5 by 22.4x. With Strong Brand Value, Consistent financial growth, Strong ROE and innovated product line, the prospect of the company looks bright.
• One can buy with Trgt 900 in 2 yrs time frame.

 

BRITANNIA INDUSTRIES - Mulitbagger Trgt 1800 2yrs time frame

• Britannia Industries Limited (BIL) is a major player in the Indian Foods market with leadership position in Bakery category and has a market share of ~ 30% in the industry.
• Britannia offers both delightfully indulgent and healthy choices in biscuits, bread, cake, rusk and a range of dairy products that include cheese, curd and specially formulated functional beverages with a dairy base.
• It has strong brands in the fastest growing biscuit market like ‘Good Day’, ‘Marie Gold’, ‘Tiger’, ‘50:50’, ‘Milk Bikis’,‘Treat’, ‘Burbone’, ‘Little Hearts’, ‘Pure Magic’ and ‘Nutrichoice’.
• Britannia has launched various value added products to increase its mix towards premiumisation with its products like Pure
• Magic, Treat, Good Day, Burbone etc and has undertaken a cost rationalisation which is expected to improve the margin of the company going forward.
• It derives around 25% of its total sales from non-biscuits category whereas biscuits constitutes around 75% of the total sales.
• The Company has been driving its sales by introducing several new and renovated offerings acrosss the entire portfolio that includes NutriChoice Multigrain Thins and Roasty, Pure Magic, Treat Fruit Creams, Marie with Honey, Tiger-Zor chocolate and almond milk.

One can buy with a Trgt 1800 2yrs time frame.

AXIS bank - Multibagger Buy Trgt 2500 Rs in 2yrs

• Axis Bank is the third largest Private Sector Bank.
• It has 1947 branches and 11245 ATMs spread across the country.
• The bank has strong business and diversified revenue.
• It also has improved int Net intrest margin,core income and strong risk management to contain NPA
• It has delivered ROE and ROA of ~19% and 17% respectively in FY13.
• Continue to build and strengthen Retail Banking franchise.

One can Buy Axis bank with a Trgt of 2500 Rs in 2 year time frame

Dabur India -Buy MULTIBAGGER Stock

• Dabur India Ltd a 128-year-old company, promoted by the Burman family, had started operations in 1884 and is today one of India’s leading
• FMCG Companies with Revenues of more than US$1 Billion.
• Dabur is today India’s most trusted name and the world’s largest Ayurvedic and Natural Health Care Company.
• Dabur is a household brand having large distribution network and strong rural presence.
• Dabur has successfully transformed itself from being a family-run business to become a professionally managed enterprise.
• Dabur's products also have a huge presence in the overseas markets and are today available in over 60 countries across the globe.
• Dabur is expected to maintain a volume growth of 9-10% for FY14E
• Dabur has strong portfolio of powerful brands like ‘Dabur, Vatika, Hajmola, Real and FEM
• One can buy with a target of 600 Rs in 3 yrs timeframe.

 

Rakesh Jhunjhunwala Biography

Watch the belwo video on Rakesh Jhunjhunwala

 

Pipavav defence will list in London Stock Exchange in Oct

• Pipavav Defence will list in London Stock Exchange in Oct to raise 800 Crores.

• Currently it has debt of 4400 crores. With this listing they are planning to reduce thier debt.

• Some of their top sharehoders are Swedish defence major Saab and Singapore’s shipyard SembCorp Marine, Rakesh Jhunjhunwala and Valiant Capital,

 

Rakesh jhunjhunwala wife value pick- Kesoram Industries

• Rakesh jhunjhunwala wife value pick- Kesoram Industries

• While market is crashing and FII 's are running with thier money, one bull is buying in this fall, his latest addition Kesoram Industries

• With this deal Rekha jhunjhunwala picks 60 lacs share in Kesoram Industries

• Kesoram Industries is in cement,tyers and chemical

Rakesh jhunjhunwala latest stock piick Tata Communications

Rakesh jhunjhunwala latest stock piick Tata Communications

• Rakesh picks Tata communications share in 25 crore deal.

• With this deal Rakesh jhunjhunwala share in tata communication is 16 lakh shares.

• News is that Tata communication has large land bank in Chennai,Delhi and Bombay which has good realestate value.