- Himatsingka Seide (HSL) is a vertically integrated home textile major, focusing on the manufacture, retailing and distribution of home textile products.
- Headquartered at Bengaluru, the company has a global footprint. In manufacturing, it operates among st the largest capacities in the world and produces upholstery, drapery fabrics and bed-linen products.
- Spread across Asia, Europe and North America, its retail and wholesale distribution divisions carry some of the most prestigious brands in the home textile space and cater to private label programs of major retailers across these geographies.
- Promoter holds 58 % Share in the company and they have not pledged any share.This shows the sound knowledge of business. The company has good working capital and strong execution track record.
- There profit margin from business is around 25 % which is good (It means they invest Rs 100 in business and take Rs 125 as return).
- One challenge is the Rupee becoming strong could affect the export, other than its good textile stock to have in once portfolio.
- With Middle class income increasing, the consumption story of India is going to rise. So we should see this help company grown strong for next 5 years and stock will double from current price range
ONWARD TECHNOLOGIES LTD - TURNING AROUND Multibagger 3 years time frame Mid term
- Technology Companies are catching the attention of market participants mainly because of the expected favorable change in demand from foreign economies and some stability in exchange ratio.
- Onward Technologies Ltd is an IT company started by Mr Harish H Mehta Co-Founder & Former Chairman of the National Association of Software & Service Companies (NASSCOM). Now Company is run by Jighar Metha his Son.
- Company is offering solutions for sectors like Engineering Design Services ,Banking and financial services.
- Company is operating through various subsidiaries and associate companies namely Onward eServices Limited (OeSL) , Onward Technologies, Inc. North America (OTI),Onward Technologies GmbH Germany Onward Technologies Ltd., UK and Onward Technologies Ltd., UAE.
- Efficiency improvement steps helps the company to report better performance in recent past.
- In 5 years sales has increased from 60 Cores to 90 Cores close to 10 % growth in last 5 years.
- With Fresh team and new MD, the company will be dynamic and touch new heights. We recommend a buy with target of 180 in 3 years timeframe
Prem Watsa - An Indian who become Warren buffet of Canada - Latest Porfolio in India 2016
- Prem Watsa is a Canadian businessman who is the founder, chairman, and chief executive of Fairfax Financial Holdings, based in Toronto. He has been called the "Canadian Warren Buffett."
- Prem was born in Hyderabad. An IITS Madras Graduate went to Richard Ivy School to get his MBA.
- In 1985, Watsa took over Markel Financial and renamed it Fairfax Financial Holdings.Watsa helped grow the company, where it reached annual revenues of $8 billion a year in 2012.
- Watsa came in light in Indian media when he accuired Blackberry the Canadian company for $4.7 billion.
- He has done good Investment in India. His recent pick is ADI Finechem.
Indian Stocks in Portfolio:
- Quess Corp
- ICICI-Lombard
- Thomas Cook
- Sterling Holidays
- India Infoline
Oriental Carbon & Chemicals Ltd Multibagger 3 yrs time frame - Long term investment
- Oriental Carbon and Chemicals Limited (OCCL), a company belonging to the Duncan JP Goenka group of companies, traces its origin to 1978 when it was incorporated as Dharuhera Chemicals Limited (DCL).
- In 1994 OCCL set up a unit for manufacturing of Insoluble sulfur which later emerged as the star product of the group.
- OCCL is one of the market leaders in the production of Insoluble Sulphur for the Tyre and Rubber industry around the world both in terms of quality as well as quantity.
- It has state of the art manufacturing facilities in India at Dharuhera (Harayana) and at Mundra (Gujarat).
- Apart from Insoluble Sulfur OCCL also manufacture Sulphuric Acid and Oleums in its chemical complex at Dharuhera.
- The production capacity of Insoluble Sulphur now stands at 22,000 Mt per annum with new capacities slated to be added in near future.
- "Diamond Sulf" the brand under which the Insoluble sulphur is sold is synonymous with quality Insoluble sulphur in which it is the undisputed leader in India.
- Diamond Sulf is offered in various grades to satisfy diverse compounding requirements of Tire companies. The company today offers the widest range of Insoluble Sulphur in the world. This allows our customers to choose the grade which best suits their requirement . Custom made grades are also offered to meet some specific performance requirements.
- Sales has been consistent and EPS has grown by 10 % year on year for past 5 years.
- As the next big thing in India after Pharma is the Chemical industry which has captured the fancy of the investors worldwide.India will be the hub for chemical export like Pharma in the next 20 years and OOCL will benefit from it
- One can invest with 3 to 5 years horizon with the stock could reach 3 times from current level.
MAX Financial Services Multibagger 3 years time frame Long term investment
- Max Financial Services Limited (MFS), a part of the US$ 2 billion Max Group, is the holding company for Max Life, India’s largest non-bank, private life insurance company.
- Max Life is a joint venture with Mitsui Sumitomo Insurance (MSI), a Japan headquartered global leader in life insurance.
- Max Life is India’s fourth largest private life insurance company. It has emerged as a benchmark for the life insurance industry in India across several dimensions including customer persistency, high performance bancassurance and agency channels, enviable relationships and protection products and superior management of costs.
- The company’s investor base includes marquee global financial institutions such as Goldman Sachs, IFC Washington, Temasek, Fidelity and New York Life.
- Company has a Sales of 200 Crores and EPS of 4 Rupees. The company is planning to merge with HDFC life which will give the company a good portfolio and growth.
- Its also a Zero debt company with strong business. One can invest in this stock with 3 years time frame for Multibagger returns of 1400 Rs
Infibeam Incorporation India's only eCommerce company to run in Profit - Multibagger 3 yrs time frame
- Many people taught putting money in eCommerce is just like throwing money in the river. All top eCommerce players are just using money from the investors and bleeding in billions year on year
- Infibeam was one of the first eCommerce player in India. They came before Flipkart and Snapdeal. So they know the business better and have there roots landed
- This is what made them to come in profits in the fist year of going into public.Hats off to them.
- Infibeam Inc is a leading online retailer in India & world fastest growing ecommerce Technology Company. Infibeam offers cloud based ecommerce platform service in B2C and B2B verticals and is recognized globally for its innovative approach towards delivering business values and responsive to changing customer needs.
- Infibeam retail platform offers millions of unique product selection at attractive price. Customers can make best selection from wide range of products across more than 46 category stores like Mobile & Tablet, Books & Magazines, Computers & Accessories, Electronics, Gifts, Cameras, Fashion & Accessories, Home & Kitchen, Baby care & Toys, Music, Movie & Posters, Health & Fitness, Auto Accessories, under the URL www.infibeam.com
- infibeam enterprise platform BuildaBazaar offers small, medium and large merchants a state-of-art commerce platform, to start online store under their own domain name. The DIY platform is based on cloud services which supports multi lingual, multi currency feature and integrates operation support services like payment gateway, logistics, order management, marketing & SEO, catalogue management. For more information visit www.buildabazaar.com
- Infibeam offers one stop logistics solution www.shipdroid.com, as a part of value added services to merchants and partners. The in house logistics network services of Infibeam will enable quick and seamless fulfilment process pan India thus leading to better customer experience and satisfaction
- Infibeam Travel & Ticketing platform offers both physical and online ticketing solution. It is perfected for single, multi-venue attractions or events with dynamic packages. Whether you are a theme park, museum, concert or special event, Infibeam offers a complete offline and online solution for ticketing, registration and group sales needs.
- As you can see the company is well diversified and could grow into leaps and bounds.There Quaterly sales is 11 Cr and it cood grow in 1100 crs in coming ears with EPS of 33 which beans stock is trading at 16x.
- Once can invest in this stock with 3 yrs time-frame or more with target of 1500 Rs.
BANK NIFTY WEEKLY OPTIONS Contact Start from June 2016
- Weekly Options contracts on BANKNIFTY Index shall be made available for trading in Future & Options segment w.e.f. May 27, 2016.
- Expiry date is every Thursday of the week. In case the Thursday is a trading holiday, the previous trading day shall be the expiry/last trading day. All contracts shall expire at the normal market closing time on the expiry day or such other time as decided by Exchange.
- Contract size is 30 units for all expires of the month of June 2016 and 40 units for all expires from the month of July 2016
- Above are the expiry dates for June.So now u can make money in BANKNIFTY week on week
