Patel Airtemp (India) Ltd

Bse Code: 517417. CMP : 86.45. Target 140-150 in next 9-12 months.

Book Value: 60 rs, PE 4.83., Dividend: Regular dividend paying company, last dividend if of 20% and dividend yield is 2.3% (Few more updates will be made in this week-keep checking)

Company Profile: Patels Airtemp was incorporated in 1973. The journey began with a single manufacturing unit in 1973, and presently the company has two manufacturing units – both equipped with stat-of-the-art production facilities. Expansion facilitated PAT to be concentrated a much wider range of products that include

Heat Exchanger (Shell and Tube Type – Finned Tube Type)
Air Cooled Heat Exchangers
Columns and Pressure Vessels
Refrigeration and Air Conditioning equipment
HVAC Projects (Turnkey Projects)

PAT has attained a key position as one of the leading suppliers to the core industrial sectors like -Power projects, Refineries, Fertilizers, Cements, Petrochemicals , Pharmaceuticals, Textile, Chemical, Engineering etc.

PAT is a manufacturer & Exporter of –Shell and Tube Heat Exchange, Air Cooled Heat Exchanger, Columns Refrigeration & Air Conditioning Equipments, Window Air Conditioners, Split Air Conditioners, Ductable Split Air Conditioners , Air Cooled Packaged Air Conditioner.

Promoter Holding: Promoter holding is 37.4% and promoter are increasing holding slowly from its sister concerns and subsidiaries. (Therm Flow Engineers Pvt. Ltd–check out http://bseindia.com/stockinfo/anncomp.aspx?scripcode=517417). Which is good sign for investor. It is not a trading stock. Just keep this in back of mind. Catch this before FII start buying it.

Results-Company is posting some really good results. In sep qtr profit increased 50% on previous qtr. Company declared profit of 2.65 cr vs 1.76cr last qtr. And profit is constant for last few qtr. But now some good order company is getting and should reflect in balance sheet soon.

Technical View: Company at 86 is reasonably under valued and trading at EPS of 4.83. and having technical support also at 84-85 levels. Down side is minimum, with some good upside possible in months to come.

Our View : We are bullish on counter if one have 9-12 months view. A domestic story, with no major affect of europe and US markets. Domestic story should keep performing irrespective of markets. Hence a good stock to invest.

Targets: Short term 100 rs. Medium term 140-150 rs. Long term 250-300 rs.

If any query just mail to multibaggerpicks.info@gmail.com

SRI ADHIKARI BROTHERS TELEVISION NETWORK LTD

Mastti Channel is doing very good for SAB TV and promoter are looking for creating some good wealth for investors. One with patience and investment time frame of 6-9 months can easily make 100% returns from here on.

You can see the potential and support it has got near 45 levels. And in falling market whr all small caps took the beating on friday this was the one which kept in green levels, and almost near to circuit levels. Invest with some good patience and one will surely make money in it.

It had posted some excellent results for Sep 2010 qtr. Profit increased to 1.4 cr from loss of .81 cr same qtr last year and from june qtr also profit increased to 1.44 cr from 1.39cr, that is consitant performance qtr on qtr. And as Mastti Channel grows with Raju Shrivastava, profit and advertisement revenue should be growing. Also SAB TV is planning to launch a second channel soon, may be around March 2011. (as per market talks)

Old story on Same stock. Above are the new developments. It is very good counter and corrected from 75 levels and now a good buy. Buy it before it rises. Almost recession and fall free as not involved in industry or manufacturing type of business.

Sri Adhikari Brothers Television Network (BSE CODE 530943) is the first listed media software company in India. Started by brothers Mr. Gautam Adhikari and Mr. Markand Adhikari in 1985, Sri Adhikari Brothers Television Network Ltd. and has successfully transformed from a small family owned business to one of the big names in the television entertainment industry. A number of popular programes produced by SAB between 1995 to 2005 which includes Made in India, Tea Time Manoranjan, Suraag, Sunhare Pal, All the Best, Commander, Waqt Ki Raftar, Shriman Shrimathi and many more for various TV Channels. Company was performed exceedingly well till 2001 and its share price touched Rs.2350/- in February 2000. Company’s misfortune starts with the launch of its own TV Channel SAB TV, which turn as a disaster. In order to launch this channel company raised huge debt which it could not serviced and its content development business affected severely. The new TV Channel too didn’t pick up and ultimately sold it to Sony for 57 crore.

Now after many years, Promoters understood the factors led to the failure of their business and decided to revitalize the content production business. Earlier they spitted the face value of shares and now again it consolidated to Rs.10/-. In February 2010 company allotted 2925000 warrants to promoters which will be converted into shares @ 31.85. Recently company bought back its entire outstanding FCCB (Total value 10 crore) which was allotted in 2007. In financial front too company’s performance improved and it posted 60% growth in turnover and net turn to positive after many many years in this December qtr. Now company is planning to develop a production studio in Mumbai to reduce the cost of production of content and land is already with the company. All these are positive signs and considering the experience of promoters and their new initiatives, this company may turn to be a phoenix from the ashes.

News before launch of mastti channel--http://www.livemint.com/2010/06/03221033/Sri-Adhikari-Brothers-to-launc.html?atype=tp

Caplin Point Laboratories Ltd

Bse Code: 524742, CMP 19.5 rs, Book Value-15rs approx,

Target --30-35 rs in 1 year. ......IPO came in 1994 at 50 rs per share.

Dividend: 1 rs per share (record date 22nd December)

Website: http://caplinpoint.net/

Company Background---Caplin Point Laboratories Ltd is a public listed company. The genesis of Caplin Point took place in the year 1990 as a Private Limited company mainly to manufacture a wide range of Ointments, Creams and other External application preparations in addition to the regular segments of pharmaceutical formulations.

In 1994, Caplin Point got converted to a Limited Company and approached the public. It will not be out of place to mention here that the public issue was successfully over subscribed 117 times which is a record in the pharmaceutical industry as of date. The entire proceeds of the public issue were deployed in the manufacturing facility and got translated into a beautiful state-of-the-art factory.

May (India) Laboratories Pvt. Ltd., Chennai, has merged with Caplin Point Laboratories Limited during the year 2006 after the completion of all the necessary statutory requirements. (taken from website)

Promoter Holding--Promoter holding is 63.66% in the company and promoter have increased 10% stake in last 6-8 months. Which shows promoter confidence in the company. Hence investor with long term view can surely buy this.

Results--Company has posted very stunning results for Sep'10, as profit increase 1000% over last qtr. Also company declared 10% dividend on face value of 10 rs i.e 1 rs dividend per share, meaning 5% dividend field if one buy on price of 20rs. Dividend date is 22nd December.

Technical View/Charts---The main point to note here is this is a low volume counter and hence usually move in upper or lower circuits. As mentioned above demat shares are also very less, as compared to total shares hence short term investors/traders should not enter into the counter.

If any more details needed, please mail us at multibaggerpicks.info@gmail.com

Sanket Mehta
multibaggerpicks.info@gmail.com
www.multibaggerpicks.info

Please refer our website

We are concentrating on building our website, day on day. Hence dont putting many posts on Blog, we request our visitors to visit www.multibaggerpicks.info This website is update almost every day, with new recommendations and idea for investment strategies. Also we have Quarterly Membership plans. Check out PMS section on website or mail us at sanket@multibaggerpicks.info

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Sumarizing what we recommended till now on blog and website

Website: Multibaggerpicks.info

Recommendations given to member in past 3 months, and % returns. Grow your wealth with us.
Reco. High Made aft. Reco Return in %
SPICE MOBILES 40 82 105%
RAM RATNA WIRE 48 85 77%
SIMRAN FARMS 30 52 73%
ROTO PUMP 80 137 71%
SHIRPUR GOLD 161 275 70%
JINDAL HOTEL 47 80 70%
SIYARAM SILK MILLS 168 286 70%
ATUL AUTO 71 121 70%
CALIFORNIA SOFTWARE 41 69 68%
ARMAN FINANCIAL 21 35 66%
ORIENTAL CARBON 93 151 62%
KOPRAN LTD 29 46 58%
KLRF 23 36 56%
Ester Industries 22 40 82%
Hipolin 36 53 47%

Website Recommendations

Recommended High Made after Reco Return in %
Avon Organics 42 47 12%
RAM RATNA WIRE 48 85 77%
Cosmo Ferrite 15 18 20%
Hipolin 42 53 26%
Ester Industries 22 40 82%
International Travel 175 222 27%
House
ATUL AUTO 70 121 73%
Astec Life 65 76 17%
Kopran 33 46 39%
Borosil Glass 750 875 17%
Sterling Tools 100 115 15%
Jai Balaji Inds 213 222 4%
GIC Housing 95 120 26%

mail your query to luvsanky@gmail.com, and if want to become member please call us at 9468519106 or mail us.

Kopran

Recommended Earlier and moved from 33 to 46, repeated again and reproducing the report.

Once Kopran was the largest manufacturer of Amoxicillin in India and it was the feather in the cap of Parijat Group led by somanis. In 1994 its share price touched a high of Rs.830/-.Its name later heard in association with KP stocks scam along with other companies like Ranbaxy, Cadilla, Nirma ..etc.Anyway after that Kopran sold off its prestige brands like `Smile` to other companies and its share price nosedives even to Rs.6/- . Later all Parijat group companies (Oricon Enterprises, Kopran and Excel Glasses) goes through severe working capital crunch. In 2007 Parijat group started its efforts to revive their companies one by one with the help of Clearwater capital partners (a P/E fund specializing in reviving ailing companies due to lack of sufficient working capital)and fresh fund infusion by promoters . As aresult of these efforts On better financial performance , share price of Oricon Enterprises moved from a one year low of Rs.20/- to the current level of Rs.360/-. After the case of Oricon, Kopran is now showing signs of some revival.After a long time company has posted some promising results in December qtr. Company posted a turnover of Rs.40 crore v/s 30 crore and net profit of Rs.1.12 crore v/s a loss of 6.6 crore in this December qtr compared with last year same qtr. It seems to be an early indication of some good days ahead .Now company decided to focusing on international markets through its formulations and API`s business. If you have some patience, add some doze of Kopran in your portfolio. This may turn to be another multibagger....

This was my earlier recommendation.

After results declared Company posted a turnover of Rs.156 crore v/s 115 crore and net profit of Rs. 9.5 crore v/s a loss of 13 crore in this last financial year. It seems to be an early indication of some good days ahead. Now company decided to focusing on international markets through its formulations and API`s business. If you have some patience, add some doze of Kopran in your portfolio. This may turn to be another multibagger.... EPS of 2.5 vs negative EPS of 3.8 last year.

Ram Ratna wire

Recommended earlier has given 60% return, sell 50-60% of holdings and hold rest for future gains.

PMS Services

New tie up with Nilesh Securities Pvt Ltd, Udaipur.

Nilesh Securities is a renowned securities operating in Share Market for last 14 years under the name of Nilesh Securities and are sub-broker. Our main Brokers are Sanjay C Baxi Securities, Mumbai and Indira Securities Indore. We have a client base of 5000 investors from Udaipur, and near by cities. We have a good study of the market and managing portfolio for local investors for last 5 years, now we are planning to launch the services on big scale, and bring in member from all over India.

Hence we have launched a platform with tie up with Multibaggerpicks.info for our services.

In phase 1 we have following services on offer.

To register for PMS

PMS for Account of 1-100 lac. You have to open an account with us, and if you don’t have Demat Account, that is also to be opened. Opening Fees will be charged as per market fees. Once account is open we shall inform the same to you and you will have to transfer the amount in your account, once amount is transferred we will invest in different sectors as per our study and market scenarios to give you maximum returns. Our charges will (charges are per 1 lac):-

1. Less than 15% return ---0 Rs

2. Above 15% Return-----3% of fund value

3. With option of loss and profit share as per discussion.

Quarterly Services for PMS.

1. 3 months charges 1000 rs will give 4-5 calls of buy, with 15-20% return, in short term.

You can register by transferring fund to ICICI Bank Account No. 007301031695, Sanket Mehta, Branch :Pune-Aundh, IFSC No. ICIC0000073. Once funds are transferred by online or by cheque please send in the details of transaction no or cheque no, along with you name, address, email id and phone no. So that we will update in our database for send you the recommendations.

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Atul Auto

Atul Auto Ltd is one of the fast growing Diesel Three wheeler manufacturers in India located at Rajcot, in Saurashtra. Late Mr. Jagjivanbhai Karsanbhai Chandra of ATUL GROUP was pioneered in the concept “CHADKA”, an affordable mode of transportation for common man in India. Company's Rajcot plant having production capacity of 24000 vehicle per annum in single shift basis.In 2009, Atul has introduced its all-new rear
engine three-wheeler, under the brand name ATUL GEM, which is one of the best selling three wheelers in India presently. Atul GEM is a reliable vehicle, which gives a fuel economy of 35 kmpl and has a payload capacity of 585 Kg. Recently Company expanded its operations into 6-seater Auto Rickshaws, Pick-Up Vans and Chassis of Passenger Vehicles.Atul planning to develop more innovative, environment-friendly and practical automobile vehicles considering changes in market trends.These includes CNG and LNG operated vehicles, 4- wheeler one tunner LCVs ..etc For sourcing engines for its CNG / LNG vehicles, company already signed an agreement with Lombardini. In 2010 company is planning an additional capex of Rs.20 Cr to expand its production capacity to 36000 units per year. Company aggressively expanded its marketing network in South India last year and result of the same clearly visible in recent financial performance. Company has registered a phenomenon financial performance for the financial year 2009-10 with company’s net profits zooming up by around 1000% from Rs.46 lakh to Rs.4.54 crore over the year ended March 2009. On an equity capital of Rs 6.08 crore, EPS stood at Rs. 7.76. The company has recommended a final dividend of Rs 2 per share for the year ended March 2010. In a segment where cut throat competition is prevailing, by fighting with biggies like Piaggio,Bajaj,Mahindra ..etc ,ATUL is coming out as a winner mainly
because of the quality of vehicle offered at reasonable price, well planned marketing strategy and overall commitment of management. At the prevailing market price of Rs. 71/- this stock is available at below 10 prices to earnings ratio.
Considering the company’s well accepted vehicle, strong distribution net work, dividend pay-out track record and its ambitious plans to enter 4 wheeler and CNG and LNG running vehicles, one may look into it with a long term view

Updates on old scripts

Ram Ratna wire: Started showing movement, keep a tight hold target of 100 in 1 month.
Spice Mobile: Sell and exit from the counter.
Avon Organics: Accumulate, will start its upmove soon.
Kopran: Accumulate, once its break 36 level strongly then next stop is 50.

Safari Industries

The company is dealing in suitcase and bags & Accessories. Company posted a good result this financial year. EPS increased from .03 to 6.45 and net profit from 1 lac to 193 lacs. The company has a good growth prospects and can touch levels of 100 in coming months. Buy and accumulated for good gains.

Fortis Healthcare

A good script to investment in Healthcare is Fortis healthcare, it recently touched a low of 138 and came back up to 150 levels. accumulate at each dip and keep a holding for 1 year, definately a multibagger. Have bought stake in Parkway singapore hospital also. Its a Ranbaxy and Religare group company and both the brother have stepped down from Raligare to fully focus on this business.

Disclosure: I have personal investment in this stock.

Ashok Leyland "Low Return Low Risk"

Low Risk investor can buy into it with targets of 80 in 5-6 months, results were good with increase of sales on yoy basis. Details could be gathered from moneycontrol.com, in there Balance Sheet segment of Ashok Leyland.

Few Stock to Keep Eye, Recommended by Ashish Chugh

Ashish Chugh Recommendation for May: Anik Industries, Siyaram Silk Mills. Keep a Eye on it, 70-80% they are multibagger. But as Market is weak, accumulate with small chunks. Siyaram Silk Mills also recommended by Valuepick blog.

Spice Mobile

Avoid Buying in down trend, and where it will settle is not still clear.

GIC Housing Finance Ltd

Fundamentally company is into a good business of house loans like HDFC, LIC Housing. The growth of the company quarter on quarter is promising. EPS for last financial was 10.5 and for this financial it is going to post EPS of 12-13, and with PE of 9, which is very low compared to industry PE, hence company might be re valuated sooner or later. Book Value is of 65, and hence available at 1.5 time of book value.
Showing strong signals of growth, one can buy for 6 months to 1 year with a target of 150-180/-.

The stock is stabilizing around 95 to give another move upward. Buy and accumulate on dips or at current price for long term investment.

Nirma

Nirma is in news on its good financial results and merger of subsidiaries company into Nirma, EPS in this financial year is to be around 16-17 vs 5.86 in last financial year, a good growth and price value near to its book value make it a strong contender for value buy. Buy with medium term time frame for targets of 260-280 in 6 months. Also follow on www.multibaggerpicks.info

Varun Industries

Varun Industries is an exporter of kitchenware and houseware items, its main markets being the Americas, Europe, the Far East, Australia, African and Middle East countries.Varun Industries has set up a unit for steel kitchenware and houseware in Vasai, near Mumbai, at a capital expenditure of Rs 55 crore.
This unit has capacity of 30,000 tpa and will help reduce the company's dependence on suppliers of these products.The company also has diversified into wind power generation.
It proposes to venture into iron ore mining, oil and gas drilling.Company's iron ore mining business is yet to get approval for lease. Varun Industries has entered into a contract with ONGC for oil & gas drilling. Both these businesses are at nascent stages. The company has also completed its backward integration programme at Jodhpur. It has set up a stainless steel re-rolling mill at a cost of Rs 29 crore.The company is highly vulnerable to exchange rate fluctuations.
Varun Industries has a high leverage and low interest coverage which I believe could be a major concern for the company's future plans and fund raising abilities. I also note the execution risks related to entering the Indian market. New businesses like iron ore mining and oil & gas drilling,wherein the company has no experience.
Valuation wise it looks decent thus investors having the counter should keep holding for long term gains.

Company has already showed a movement from 22 to 199 (exponential move) and then on technical charts it look weak hence retracing the path back to 140 to 151 level, and will start upmove from thr, good pick for long term investors, with target of 250 in 3-4 months and 800 in 1.5 years or so.

Ram Ratna Wires

Ram Ratna Wires is established in 1992 whichmakes Super enamelled copper winding wire,copper wire, copper scrap and PVC insulatedwinding wires. This company is a member of Ram ratna Group which makes wiring cable under the brand name ‘RR KABEL’.Company’s products are widely used in industries like Electrical, Electro-mechanical, Electro hydraulic or Electro-pneumatic, Electronic and Telecommunication equipments and devices.Now company is in an expansion drive to increase its production capacity at its existing unitsand also planning to expand its product line to Enamelled Strips, Enamelled Aluminium Wire, Submersible Winding Wire, Fiber Glass Covered Copper Strips, Paper Covered Copper Strips etc. Copper price is the key factor affecting theprofitability of the company. Since it is the time of booming business for its customers company can pass part of the raw material price to its customers. Last FY companyposted a turnover of 303 crore and a NP of just 1.3 crore and an EPS of Rs.1.2.For the nine month ended Decemberqtr RRW posted a NP of 8.1 crore v/s 1.3 crore in last full year.It is expected to post an EPS of Rs.10/-for the full year which is almost a 10 fold increase compared with last year.Company has an uninterrupted dividend history too. At CMP of Rs.56/- It is a scrip to watch, and buy around 48-51 with time horizon of 1 year to get 100% returns.

Blogger Buzz: Blogger integrates with Amazon Associates

Blogger Buzz: Blogger integrates with Amazon Associates

Spice Mobiles

Spice Mobiles is a BK Modi group company which makes ‘SPICE’ brand mobile handsets. In another development company decided to merge the unlisted Spice Televenture (STV) with itself .Spice Televenture having interest in communications,technology and entertainment through its various arms. Now they decided to merge STV into this company and make it a fully integrated player .Spice digital is one of such armwhich is the second largest mobile Value Added Services provider in the country, reaching almost 500 million mobile subscribers. It has deployments across all the carriers and as of December 2009 had an active subscriber base of over 31 million mobile subscribers using its services. In the first 9 months of this current financial year Spice Digital has revenues close to 135 Crore with an EBITDA margin of around 30%. With the introduction of 4G technology internet services through mobile phones are expected to grow many fold.The second company under Spice Televenture is Spice Retail. Spice Retail is the first national chain in the telecom retail business, retailing multi-brand mobiles, accessories, connections,content, and music and after sales service. With over 700 stores across 139 cities it is the second largest player in the organized mobile retail market. In the 9 months of the current financial year Spice Retail had revenues close to Rs. 500 Crore with anaverage store base of 550 stores. In the last quarter ending December 209 the business turned EBITDA positive at the store level and the company expect the operations to achieve EBITDA breakeven in 2011. The third company under Spice Televenture is Spice Labs which is a technology incubator operating in the rapidly growing area of mobile internet and applications. It is one of the leading innovators in the mobile internet space, spanning technology platforms, application stores and enterprise applications All these four verticals makes Spice Televenture as an integrated player in telecom sector . On merger company name will be changed to Spice Mobility. Since Spice Televenture is already the holding company of Spice Mobile equity expansion is very low due to this merger ,which is really notable. In the financial front company already posted an EPS of Rs.6.36 v/s a loss in last year same period.Company’s future plans and already improved financials makes it a compelling buy at Rs.40/- with a short term target of 58-60 and long term target of 100/- Buy on dips is recommended. B. K Modi interview was also shown on TV saying company is setting up mobile manufacturing unit or 1 lacs pc production.

Avon Organics

Avon Organics is a hyderabad based company and is into pharma business. It has a plant located in 21 acres about 60 Km from hyderabad.
It manufactures high end product Diketene. It is said that for a commendable success story, the interest should lie in the future, as that is where one spends most of the time. A keen insight and a well-planned development process saw AOL discover the opportunity in the production of Diketene - the basic unit for hundreds of derivatives in pesticides, chemicals, pharmaceuticals and dyestuffs. A highly classified technology, it has been sourced from Shanghai Peng Pu Chemical Works, China, and Xytel Technology Partnership, USA, and now rests in the hands of a few chosen manufacturers across the globe.

Company has posted a turnover of Rs. 70 crore and a net profit of -8.5 crore in March 2008, for the last year, it posted a turnover of Rs. 125 crore and a net profit of 5.5 cr and expected turnover for this year ended March 2010, company sales turnover will be around 145-150 cr and profit is expected to reach 8-8.5 cr which means company has increased its margin in the business by controlling the expenses.Current EPS is 2.5 and expected to post EPS of 4 and CMP is Rs.40/- which is cheap and worth investment. Target expected in 6-9 months is of 60-65 Rs. Accumulated in dips.