EROS international recommend last August Target achived

EROS international  recommend last August Target achived

• EROS international recommend last august with target of 260 for 2 years. Stock surpassed its target and now ruling at 350 Rs. Book profit and exit the stock.

Old posting

Click here-->http://niftyhistoricaldata.blogspot.com/2013/08/eros-international-mulitbagger-trgt-260.html

BHEL recommend Last year August has achieved its target.

BHEL recommend Last year August has achieved its target.

• BHEL recommended Last year August has achieved its target.Advice investors to exit.

Old Post

Click here -->http://niftyhistoricaldata.blogspot.com/2013/08/bhel-mulitbagger-trgt-250-2-yrs-time.html

How Rakesh Jhunjhunwala is making Million dollars a day

How Rakesh Jhunjhunwala is making Million dollars a day

• The call him the bull , the Warner Buffet of India,the Man with the Midas touch.Top fund house managers stand in queue to get his views on Indian market.Yes he is Rakesh Jhunjhunwalla

• We can now give hing an another Tittle "The Million Dollar Baby". Yes for the past 1 year his investments have been giving returns of 1 million every day (whooping 8.4 crore rupees)

• His current portfolio value stands at 7200 Crores which makes him the highest earning Individual investor in Capital market.

• The stocks which shined in his portfolio are Lupin which has moved to 1200 Rs.

• Interestingly his top pick is still Titan with a value of 2600 Crores followed by Lupin and then Crisil.

• All these teaches us few things.Invest in good Companies,Accumulate when they fall , and stay invested at-least for 5 to 10 years to be the next Bull.

Very simple ,yet very difficult to follow.But once you practice you will be the next Star of Stockmarket

Marksans Pharma Multibagger Target 200 in 2 yrs time frame

Marksans Pharma Multibagger Target 200 Rs in 2 yrs time frame

• Marksans Pharma is onle of the budding Pharmecitcal Commpany in India.The Company Chairman and MD is Mr. Mark Saldanha.The is headquaters in Mumbai.

• The company primarily focus on OTC and prescription drugs which are used in the field of Cardiovascular,Gyno,Diabetics etc.

• Marksan has a Strong Manufacturing facility which is approved by USFDA,MHRA ans TGA.

• The Company has grown in global player using series of Aquastion in various contries. They.They acquired Nova Pharmaceuticals Australasia Pty Ltd in 2005,Relonchem Limited in 2008.

• The company was initially part of Glemark Lab and the got split into 2003 and started its journey as Marksans Pharma Ltd.

• The company operates in lot of Foreign countries Such as US,UK,Australia and Newzeland.They are planning to enter into Russia and CIS markets.With Sales increasing close to 100 Crores from 70 crores (standalone basis), we see it increase to 300 Crores in next 2 years.

• We see this stock starting to comeing under the Radar of Mutual Funds and stock is set to zoom to 400 Rs in 2 year time frame.

Key Consideration before entering Stock

Key Consideration before entering Stock

• Fundamentals: Evaluating the Stock Books for consistent Profit, Loss,Debt. Generally if the company is zero Debt Company then its fundamentally good stock, as they don’t have to pay interest for debt and all the money can be used of investments.

• Market Capitalization:  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 the 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 and9 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 BANK, 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

Dolly Khanna latest Portfolio August 2014

• Dolly Khanna is a Ace investor who made Crores of Rupees in investing in Stocks Which have turned Multibaggers in Due course of time. One such stock is Prestige where she entered around 200 Rs range and today is in 3000 Rs range

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• Below is the latest portofolio of Dolly Khanna which i suggest the new investors to follow. She has a gifted touch of investing in stocks which doesnt get affected by market fluctuations.

• Most of her investments have become 10 times in 2 years time frame

• I suggest to invest in these stocks with 2 yrs time frame and exit.

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Company invested:

RS Software (India)

Liberty Shoes

Paper Products

Hawkins Cooker

Nilkamal

Premier Explosives

Mold-Tek Packaging

Cera Sanitaryware

Wim Plast

Heritage Foods

Manjushree Technopack

Avanti Feeds Open cheapest Brokerage account (Only Rs 20 per trade) in India CLICK HERE

Nifty data in excel - August 2013

Nifty data in excel - Aug 2013 for download

Donwload

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.

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.