BSE Code : 531266, CMP 510. Buy in range of 480-510, and hold for 1.5-2 years for handsome gains...
V.S.T Tillers Tractors Ltd is a bangalore based company. It is promoted by the V.S.T Group, in collaboration and joint venture with Mitsubishi Heavy Industries and Mitsubishi Corporation, Japan for the manufacture of Power Tillers and Diesel Engines. The company is into manufacturing of Power Tillers, Engines and Tractors.
As India economy is dominated by Agriculture and still it is have large scope for introducing technology into it. Since population is growing, food prices are also rising slowly. To increase productivity in agriculture sector government is bringing in various schemes and giving subsidies to farmer on use of Tractors and other machinery. The sales of power tillers have been increasing since last couple of years and VST tiller future looking promising as per that.
The Company is a market leader in Power tiller and have 50% market share. Earlier company was producing tiller and tractor on its same Bangalore plant, but seeing the demand of tiller company had started a new facility for tractors and Bangalore plant will be making tiller, so it should post good growth in sales of tiller in coming years..Company is planning to focus on tiller with 65-70% revenues coming from tiller segment.
The company has market capitalization of INR 440 Cr, and trading at FY 12 PE of 9.5 approx. We expect it to command PE of 13-15 in good markets and as its profit grows, one should see re-rating happening in the counter. The company maintains a very good operating profit margin of 17.41% and net profit margin of 10.86%. The company has proved its worth over the years by maintaining Return of Equity of over 33%.
Company is looking good at this valuation and one can look forward to 100%+ returns in next 1.5-2 years in this counter.
For any query mail us at multibaggerpicks.info@gmail.com
Sunday, September 11, 2011
Thursday, September 1, 2011
Piccadilly Agro Industries Ltd
Piccadilly Agro Industries Ltd. Bse Code: 530305
CMP: 34 Rs
Collect 70% at CMP and 30% at 31 levels.
Target short/medium term 54-60 rs till March 2012. Long term target of 150-180 levels in next 2-2.5 years.
Piccadilly Agro started with Sugar business long back, and struggled a lot. Last 4 years they started liquor production and expanding it very fast. As we all know demand for liquor will never end in this world so it business is going to grow many folds. They are in Haryana region and have strong presence of thr brand in that region. They have good contacts which is helping them in getting license and all process done smoothly. Results of liquor started showing in, and the demand is good and revenues growth is good. Last year EPS was 11.4 but posted weak results in June qtr hence had to witness the fall, expect good results again soon and re-rating of the counter in coming 6-12 months..So next 3-4 qtr will be good for this counter. Since it is very much corrected from highs and now in range of 30-34 we recommend 70% buying now and 30% at deeps. Dividend of 2 rs is on card which gives 6% approx dividend yield on cmp and record date is 23rd Sep 2011. Also it had shifted to liquor industry but PE re-rating is still not done, hence expect PE re-rating as per sector in coming years, So buy this counter at cmp and falls and hold for 2-3 years to get handsome returns....
For any query mail us at Multibaggerpicks.info@gmail.com
CMP: 34 Rs
Collect 70% at CMP and 30% at 31 levels.
Target short/medium term 54-60 rs till March 2012. Long term target of 150-180 levels in next 2-2.5 years.
Piccadilly Agro started with Sugar business long back, and struggled a lot. Last 4 years they started liquor production and expanding it very fast. As we all know demand for liquor will never end in this world so it business is going to grow many folds. They are in Haryana region and have strong presence of thr brand in that region. They have good contacts which is helping them in getting license and all process done smoothly. Results of liquor started showing in, and the demand is good and revenues growth is good. Last year EPS was 11.4 but posted weak results in June qtr hence had to witness the fall, expect good results again soon and re-rating of the counter in coming 6-12 months..So next 3-4 qtr will be good for this counter. Since it is very much corrected from highs and now in range of 30-34 we recommend 70% buying now and 30% at deeps. Dividend of 2 rs is on card which gives 6% approx dividend yield on cmp and record date is 23rd Sep 2011. Also it had shifted to liquor industry but PE re-rating is still not done, hence expect PE re-rating as per sector in coming years, So buy this counter at cmp and falls and hold for 2-3 years to get handsome returns....
For any query mail us at Multibaggerpicks.info@gmail.com
Updates
Atul Auto--Giving right for every 4 shares investor will get 1 shares @ 30 rs per share. One should definitely apply and hold the stock for long term.
Dhanuka Agritech--If sold higher buy on fall to 98 and 84 levels.
Cera Sanitary ware--Buy on falls..
Shirpur Gold--As gold prices increased, and looking to go higher further, it margins and bottom line also should rise with increasing top line, so expect total re-rating in the counter in next 12-15 months...Hold and buy more and more...
for any query mail at multibaggerpicks.info@gmail.com
Dhanuka Agritech--If sold higher buy on fall to 98 and 84 levels.
Cera Sanitary ware--Buy on falls..
Shirpur Gold--As gold prices increased, and looking to go higher further, it margins and bottom line also should rise with increasing top line, so expect total re-rating in the counter in next 12-15 months...Hold and buy more and more...
for any query mail at multibaggerpicks.info@gmail.com
Tuesday, July 26, 2011
General Updates
Dhanuka Agri--Reched 110 and correcting, hope short term members made profit and long term holding.
ABC India--Recommended at 120 now trading at 136.
Sah Petroleum--Booked Profit once...good chance to re-enter again at 34...
Shirpur Gold--Hold recommended.
Atul Auto---Good levels to add are 110-120 and low...target in medium term 150-175 levels.
Cera Sanitary--Moved after we recommended to 240 levels...and corrected...hold recommended...and those who havent added add at 190-200 levels...
For any query mail us multibaggerpicks.info@gmail.com
ABC India--Recommended at 120 now trading at 136.
Sah Petroleum--Booked Profit once...good chance to re-enter again at 34...
Shirpur Gold--Hold recommended.
Atul Auto---Good levels to add are 110-120 and low...target in medium term 150-175 levels.
Cera Sanitary--Moved after we recommended to 240 levels...and corrected...hold recommended...and those who havent added add at 190-200 levels...
For any query mail us multibaggerpicks.info@gmail.com
Thursday, July 7, 2011
Shirpur Gold
Shirpur Gold--512289---For high risk taker...CMP 102...
We all know the story behind shipur, if one dont knows a small review below...
This company is into Gold refining business and was started once in 2001, and that time Shirpur gold was promoted by the Patels of Autoriders group and it is the first and largest gold refinery in India. Autoriders group started the commercial production in 2001 with a set-up of 300cr plant, but due to death of the promoter Mr. Mukesh Patel...the project got de-railed...and company could not ramp up its business. After this they were not able to run the operations and less working capital and non-payment of loans company went into the hands of Asset Re-construction Company of India. From there Jayneer Capital Private Ltd JCPL (Zee Group) acquired the financial assets of the Company through a bid process which was awarded in their favor by ARCIL. JCPL also had converted loans on Shirpur to equity and started the commercial production for last 3 qtr. But still it need to show profits to its investors...whr risk lies...Company is running at very less capacity as of now...once it uses 70-80% of its capacity and shows profit it will be completely re-rated... company current market cap is of just 159cr..... which is much lower than what quality of assets they have as of now...if company goes for liquidation it will be surely more than 200cr...
So not much to loss...and long term can get very good returns....
Buy with 3-5 years view...not less than that...
Cheers
Sanket
We all know the story behind shipur, if one dont knows a small review below...
This company is into Gold refining business and was started once in 2001, and that time Shirpur gold was promoted by the Patels of Autoriders group and it is the first and largest gold refinery in India. Autoriders group started the commercial production in 2001 with a set-up of 300cr plant, but due to death of the promoter Mr. Mukesh Patel...the project got de-railed...and company could not ramp up its business. After this they were not able to run the operations and less working capital and non-payment of loans company went into the hands of Asset Re-construction Company of India. From there Jayneer Capital Private Ltd JCPL (Zee Group) acquired the financial assets of the Company through a bid process which was awarded in their favor by ARCIL. JCPL also had converted loans on Shirpur to equity and started the commercial production for last 3 qtr. But still it need to show profits to its investors...whr risk lies...Company is running at very less capacity as of now...once it uses 70-80% of its capacity and shows profit it will be completely re-rated... company current market cap is of just 159cr..... which is much lower than what quality of assets they have as of now...if company goes for liquidation it will be surely more than 200cr...
So not much to loss...and long term can get very good returns....
Buy with 3-5 years view...not less than that...
Cheers
Sanket
Wednesday, July 6, 2011
Cera Sanitary Ware
Add Cera Sanitory ware on every falls...CMP 214. Low volume counter, so add in small lots at every falls for 1-2 years view...Very good portfolio stock...
Company is into manufacturing of Sanitary products. And every house uses it...and consumer industry story...and that too Indian domestic market growth story...so long way to go....
FY11 EPS of the company is 27 (but thr might be error, as EPS should be around 21.7 approx as per Net profit figure..) and PE of just 8, Hence short term it can move to 270 levels and long term also. a good bet....
FII buying from the market and March qtr had seen increase in holdings, promoter also increased holding...
Sales increases slowly and should see more rise as more and more construction of houses and offices increase in India.
Expect 300cr sales by FY12 and hence EPS of 29-30 approx and with PE of 10, we can easily get targets of 300...which is 50% approx move from this levels...good for long term investment....as sales grows...
Add at CMP and on every falls...
Cheers
Sanket
Company is into manufacturing of Sanitary products. And every house uses it...and consumer industry story...and that too Indian domestic market growth story...so long way to go....
FY11 EPS of the company is 27 (but thr might be error, as EPS should be around 21.7 approx as per Net profit figure..) and PE of just 8, Hence short term it can move to 270 levels and long term also. a good bet....
FII buying from the market and March qtr had seen increase in holdings, promoter also increased holding...
Sales increases slowly and should see more rise as more and more construction of houses and offices increase in India.
Expect 300cr sales by FY12 and hence EPS of 29-30 approx and with PE of 10, we can easily get targets of 300...which is 50% approx move from this levels...good for long term investment....as sales grows...
Add at CMP and on every falls...
Cheers
Sanket
Saturday, June 25, 2011
ABC India.
ABC India Limited --520123, CMP 119 rs. EPS of 10.24 and PE of 11.62, Sector PE of 20-25 range.
ABC India Limited provides logistic services in India. Companies in this sector are Aegis Logistic, Aqua Logistic & Chartered Logistic. If one followed this companies closely one by one each company had multiplied 5-7 times over last 1-3 years. Chartered logistic the latest one to get higher valuations..
Now we think is the turn of ABC India. Company owns a fleet of trucks, hydraulic trailers, and prime movers. ABC offers material logistic, in-plant logistic, import-export logistic, and distribution/sales logistic services. ABC India also undertakes turnkey projects, representing various services, including port handling, customs clearing, and multi-modal transportation by road/rail/barge, as well as offers international freight forwarding services. It operates approximately through its 200 offices across India and have warehouse & storage space of 15,000 cubic meters. ABC India, through its 24 % joint venture interest in Nissin ABC Logistics Pvt. Limited, engages in logistic service business. Business model looks robust and they have all the required infrastructure in place, and CMP of the company is just 60 cr. This is mainly due to promoters not showing very good corporate governance and not looking for expansion, but now promoter are showing interest and this is shown by thr continuous buying from open market, as this shows that they are eying growth in future and create value for share holders...
Company is currently having market cap of 60 cr, which way too less if any new entrant want to set-up same operations than it will cost them much higher... so if we say 150-200cr approx market cap then also 100%-200% price rise possible...hence it is a very good buy...
Also Mr Madhusudan Kela(head-Reliance Mutual Fund) got 1.7 lac shares in March 2010.
Results of the company are good, and posted a EPS of 10.24 vs last year EPS of 2, growth of 5 holds. It was on before that trading at EPS of 7.89, so it went down and now again reviving....hence trading low and good time to collect....June qtr results should make it rise....CMP of 119 and PE of 11.6 against industry PE of 20-25.
So expect re-rating sooner or later....collect in range of 110-118 and hold it long...some land story is thr...but not including that....
Happy Investing
Sanket
ABC India Limited provides logistic services in India. Companies in this sector are Aegis Logistic, Aqua Logistic & Chartered Logistic. If one followed this companies closely one by one each company had multiplied 5-7 times over last 1-3 years. Chartered logistic the latest one to get higher valuations..
Now we think is the turn of ABC India. Company owns a fleet of trucks, hydraulic trailers, and prime movers. ABC offers material logistic, in-plant logistic, import-export logistic, and distribution/sales logistic services. ABC India also undertakes turnkey projects, representing various services, including port handling, customs clearing, and multi-modal transportation by road/rail/barge, as well as offers international freight forwarding services. It operates approximately through its 200 offices across India and have warehouse & storage space of 15,000 cubic meters. ABC India, through its 24 % joint venture interest in Nissin ABC Logistics Pvt. Limited, engages in logistic service business. Business model looks robust and they have all the required infrastructure in place, and CMP of the company is just 60 cr. This is mainly due to promoters not showing very good corporate governance and not looking for expansion, but now promoter are showing interest and this is shown by thr continuous buying from open market, as this shows that they are eying growth in future and create value for share holders...
Company is currently having market cap of 60 cr, which way too less if any new entrant want to set-up same operations than it will cost them much higher... so if we say 150-200cr approx market cap then also 100%-200% price rise possible...hence it is a very good buy...
Also Mr Madhusudan Kela(head-Reliance Mutual Fund) got 1.7 lac shares in March 2010.
Results of the company are good, and posted a EPS of 10.24 vs last year EPS of 2, growth of 5 holds. It was on before that trading at EPS of 7.89, so it went down and now again reviving....hence trading low and good time to collect....June qtr results should make it rise....CMP of 119 and PE of 11.6 against industry PE of 20-25.
So expect re-rating sooner or later....collect in range of 110-118 and hold it long...some land story is thr...but not including that....
Happy Investing
Sanket
Tuesday, June 14, 2011
Sah Petroleum--Short term target achieved.
We recommended Sah Petroleum few week back, link to the same is http://deliverybasedstocktips.blogspot.com/2011/05/sah-petroleum.html
Set a short term target of 38rs, which is done today. Trader should sell. Investors should keep holding or if want can book 25% profit and keep holding.
For membership contact us at multibaggerpicks.info@gmail.com
Sanket Mehta
Set a short term target of 38rs, which is done today. Trader should sell. Investors should keep holding or if want can book 25% profit and keep holding.
For membership contact us at multibaggerpicks.info@gmail.com
Sanket Mehta
Sunday, June 12, 2011
2 New stock reports.
Hello
We recommended 2 new stock to our member of website www.multibaggerpicks.info, both stock are good in short as well as long term holding. One is into Engineering Sector and other into Packaged Foods. Those who want to know the details, can either buy the report for just 400rs for both or go for the membership. For further queries send emails to multibaggerpicks.info@gmail.com
sanket mehta
We recommended 2 new stock to our member of website www.multibaggerpicks.info, both stock are good in short as well as long term holding. One is into Engineering Sector and other into Packaged Foods. Those who want to know the details, can either buy the report for just 400rs for both or go for the membership. For further queries send emails to multibaggerpicks.info@gmail.com
sanket mehta
Sunday, June 5, 2011
Fluidomat
Bse Code: 522017.
CMP: 33 rs.
Collect slowly in range of 30-32
Target: 55-60 rs in 1 -1.5 year...
Return: 80-100%
Time : 12-18 months.
Company Profile:
Fluidomat started operations in 1971 at Dewas in Madhya Pradesh to manufacturer fixed speed and variable speed fluid couplings for various industries. Company’s products are mainly used in sectors like Power generation, Cement, Steel, Fertilizers and Mining. Well known leaders from these sectors like ABB, Kirloskar, TRF, Walchand Nagar, BHEL are in company’s client list. Company’s order book showing good growth in recent times due to surge in activities in the above mentioned sectors. Recently company added Variable Speed- Scoop Controlled Coupling to its products line .In the last financial year company posted a turnover of 22.5 Cr , net profit close to 2.3 Cr and an EPS of Rs.4.6. Fluidomat is expected to declare good numbers ahead. It is now trading at Rs.33/- with a P/E multiple of 7 which is at the lower end, for a specialized company like this. Keep an eye on this one. Also company had declared first dividend this time of 1 rs per share. So soon get attention of investor which look for dividend paying companies...Dividend yield of 3% approx on current price.
One can add this with long term view on it, as downside is capped at 30-31 levels, and upside could be good, once it get real valuation....
For query mail us at multibaggerpicks.info@gmail.com
CMP: 33 rs.
Collect slowly in range of 30-32
Target: 55-60 rs in 1 -1.5 year...
Return: 80-100%
Time : 12-18 months.
Company Profile:
Fluidomat started operations in 1971 at Dewas in Madhya Pradesh to manufacturer fixed speed and variable speed fluid couplings for various industries. Company’s products are mainly used in sectors like Power generation, Cement, Steel, Fertilizers and Mining. Well known leaders from these sectors like ABB, Kirloskar, TRF, Walchand Nagar, BHEL are in company’s client list. Company’s order book showing good growth in recent times due to surge in activities in the above mentioned sectors. Recently company added Variable Speed- Scoop Controlled Coupling to its products line .In the last financial year company posted a turnover of 22.5 Cr , net profit close to 2.3 Cr and an EPS of Rs.4.6. Fluidomat is expected to declare good numbers ahead. It is now trading at Rs.33/- with a P/E multiple of 7 which is at the lower end, for a specialized company like this. Keep an eye on this one. Also company had declared first dividend this time of 1 rs per share. So soon get attention of investor which look for dividend paying companies...Dividend yield of 3% approx on current price.
One can add this with long term view on it, as downside is capped at 30-31 levels, and upside could be good, once it get real valuation....
For query mail us at multibaggerpicks.info@gmail.com
Thursday, June 2, 2011
Atul Auto Resutls.
Few days back we recommended 2 stock IFB agro and Atul Auto, both are doing good. and given 8-10 move..from recommended levels...
As promised updating on Atul Auto results..Company had given stellar set of performance and revenues had grown 36% and profit had grown by 100%. EPS of 16.12 posted again the EPS of 7.76 last year. Dividend of 4 rs declared. Expect good growth with target of 145 in short term ....Keep holding...
For any query and memberships mail us at multibaggerpicks.info@gmail.com
As promised updating on Atul Auto results..Company had given stellar set of performance and revenues had grown 36% and profit had grown by 100%. EPS of 16.12 posted again the EPS of 7.76 last year. Dividend of 4 rs declared. Expect good growth with target of 145 in short term ....Keep holding...
For any query and memberships mail us at multibaggerpicks.info@gmail.com
Saturday, May 28, 2011
IFB Agro Industries Ltd
Buy IFB Agro Industries Ltd--507438--CMP 76.
Buy on fall to 74 levels and keep adding. Very good results are posted with EPS of 22.26 and PE is adjusted to 3.43, book value of the counter is 108, and currently it is trading below its book value.
Again it is from Breweries and Distilleries segment, and growing at good pace. Its promoter holding is 55% and closed holdings of corporates, NRI, and big retailer is around 30% ---so one can say closely held equity is 85%.
Downside is minimum and upside could be to 100-110 levels in next 6-8 months, only negative is no dividend recommended by the company...
We advise buy small qty now and add on falls, buy 40% now and 60% on fall to 65-68 levels.
Business Description:
IFB Agro Industries Limited is an India-based company. It operates in two segments: spirit, liquor and spirituous beverages, and marine division. The Company's spirit, liquor and spirituous beverages segment consists rectified spirit, country liquor and Indian made foreign liquor (IMFL). The marine division consists of marine products processes and exports, domestic selling and marine feed trading. It products include spirits and spirituous beverages, whisky/rum/gin, frozen shrimps and prawns.
Company posted a little weak results in december 2010 and had taken beating and fallen to 64 levels, but with very good results for march qtr and full year ending 2010-11, it will get re-rating sooner or later. Company posted and EPS of 22.26 against full year EPS of 5.53, so now company is trading at PE of just 3.43, hence slowly it will move to PE of 10 and price target of 200 possible in next 6-8 months. Since market is dicey we recommend 50% buying at 76 levels and 50% in range of 65-70..
Should get good return in medium and long run, though short run market can put some pressure.
For any query feel free to mail us at sanket.mehta82@gmail.com or multibaggerpicks.info@gmail.com
Also follow us on our website www.multibaggerpicks.info
For membership queries send us mail/ call us at 9468519106.
Buy on fall to 74 levels and keep adding. Very good results are posted with EPS of 22.26 and PE is adjusted to 3.43, book value of the counter is 108, and currently it is trading below its book value.
Again it is from Breweries and Distilleries segment, and growing at good pace. Its promoter holding is 55% and closed holdings of corporates, NRI, and big retailer is around 30% ---so one can say closely held equity is 85%.
Downside is minimum and upside could be to 100-110 levels in next 6-8 months, only negative is no dividend recommended by the company...
We advise buy small qty now and add on falls, buy 40% now and 60% on fall to 65-68 levels.
Business Description:
IFB Agro Industries Limited is an India-based company. It operates in two segments: spirit, liquor and spirituous beverages, and marine division. The Company's spirit, liquor and spirituous beverages segment consists rectified spirit, country liquor and Indian made foreign liquor (IMFL). The marine division consists of marine products processes and exports, domestic selling and marine feed trading. It products include spirits and spirituous beverages, whisky/rum/gin, frozen shrimps and prawns.
Company posted a little weak results in december 2010 and had taken beating and fallen to 64 levels, but with very good results for march qtr and full year ending 2010-11, it will get re-rating sooner or later. Company posted and EPS of 22.26 against full year EPS of 5.53, so now company is trading at PE of just 3.43, hence slowly it will move to PE of 10 and price target of 200 possible in next 6-8 months. Since market is dicey we recommend 50% buying at 76 levels and 50% in range of 65-70..
Should get good return in medium and long run, though short run market can put some pressure.
For any query feel free to mail us at sanket.mehta82@gmail.com or multibaggerpicks.info@gmail.com
Also follow us on our website www.multibaggerpicks.info
For membership queries send us mail/ call us at 9468519106.
Atul Auto
Repeat Call---Buy Atul Auto-531795, Results on 30th May 2011. Expect EPS of 17 approx. against EPS of 7.8 approx last year. More than 100% growth.. Price should move 10-15% on or after results.
CMP--119, buy at this levels, dividend of 2 rs possible and Short term player can target 135-145 levels in next 1-2 months and long term player can hold and reap benefit.
It is planning to acquire Scooter India also..hence any news on that will also trigger the prices...
Results performance we will update on 31st May.
More details below about the company....(repeating last details we mentioned in june 2010)
Sunday, June 13, 2010
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
CMP--119, buy at this levels, dividend of 2 rs possible and Short term player can target 135-145 levels in next 1-2 months and long term player can hold and reap benefit.
It is planning to acquire Scooter India also..hence any news on that will also trigger the prices...
Results performance we will update on 31st May.
More details below about the company....(repeating last details we mentioned in june 2010)
Sunday, June 13, 2010
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
Saturday, May 21, 2011
Sah Petroleum
Buy Sah Petroleum (532543)--Buy around 29-30 levels, Target 38-40 in short term. Medium term 55 levels possible.
About the company
Sah Petroleum is in production of Industrial Lubricates and recently entered into Automative Engine oils segment. Company is having good market in Industrial, Transformer oil, White oil and rubber process oils. Its brand name is IPOL for which production units are at Vasai and Daman. Though Castrol and other oil companies are leader, but Sah Petroleum is growing slowly and can raise market % slowly over time. Company is owned by Navis Capital a PE player. holding 62% stake in the company and only 10% is with the general public. Company is developing its presence all over india in its newly launched Automobile Lubricants. Good parts is this the company is closely held for last 2-3 years with the PE player and it seem possible that once it is in good profit it will get sold at very high valuations, as Navis Capital is known for much turn-around. Results of full financial year was a turnaround performance and gave EPS of 3.22 against negative EPS of -1.39 last year. So company is in black again and technically also strong. We recommended to members at 27 and now it is 32.8, short term targets are done but in any correction to 29-30 levels will give long term player good opportunity for buying and keeping in portfolio. Medium/long term 55 levels possible
For any query mail us at multibaggerpicks.info@gmail.com
And also follow us at multibaggerpicks.info@gmail.com
About the company
Sah Petroleum is in production of Industrial Lubricates and recently entered into Automative Engine oils segment. Company is having good market in Industrial, Transformer oil, White oil and rubber process oils. Its brand name is IPOL for which production units are at Vasai and Daman. Though Castrol and other oil companies are leader, but Sah Petroleum is growing slowly and can raise market % slowly over time. Company is owned by Navis Capital a PE player. holding 62% stake in the company and only 10% is with the general public. Company is developing its presence all over india in its newly launched Automobile Lubricants. Good parts is this the company is closely held for last 2-3 years with the PE player and it seem possible that once it is in good profit it will get sold at very high valuations, as Navis Capital is known for much turn-around. Results of full financial year was a turnaround performance and gave EPS of 3.22 against negative EPS of -1.39 last year. So company is in black again and technically also strong. We recommended to members at 27 and now it is 32.8, short term targets are done but in any correction to 29-30 levels will give long term player good opportunity for buying and keeping in portfolio. Medium/long term 55 levels possible
For any query mail us at multibaggerpicks.info@gmail.com
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Wednesday, May 18, 2011
ABM Knowledgware
Buy in range of 67-72. Long term target of 200 possible. in 1.5-2 year.
ABM knowledgeware is into E-Governance and is one of the leader in its field. It has been mentioned in ET few months back that it 10th fastest growing company below 1000cr market cap. The website describes about the company very well. Hence just go through the website, you will get very good confidence in company. Just with time it will give some good returns.
Profile——http://www.abmindia.com/corporate/profile.html
Just browse the complete website, and those who like to read before investing, then the website provide good knowledge of the company.
Company Webiste–http://www.abmindia.com/
ABM knowledgeware is into E-Governance and is one of the leader in its field. It has been mentioned in ET few months back that it 10th fastest growing company below 1000cr market cap. The website describes about the company very well. Hence just go through the website, you will get very good confidence in company. Just with time it will give some good returns.
Profile——http://www.abmindia.com/corporate/profile.html
Just browse the complete website, and those who like to read before investing, then the website provide good knowledge of the company.
Company Webiste–http://www.abmindia.com/
Sunday, April 17, 2011
Dhanuka Agritech
Dhanuka Agritech (507717) looks, good in short term play. It is trading around 82.5 and we have targets of 100 rs on it in next 2-3 months and 140 rs in 1 year.
Accumulate 50% at 82/83 and more 50% if it fall to 70 levels.
Dhanuka Agritech Limited have business of Agro-Chemicals, Fertilizers, and Seeds. The company has a farmer network of more that 1 crore whr in its products are used by them. The Agri-Division has a pan-India presence through its marketing offices in all major states in India. It has a vast dealer network of distributor and DHANUKA is one of the preferred choice of the farmers. Dhanuka Laboratories Ltd, another Group Company dealing in pharmaceuticals was started in 1998, with an objective of leveraging the groups’ expertise in providing solutions to Healthcare Industries.
Companies four pesticides manufacturing units located at Gurgaon, Sohna (Haryana), Sanand (Gujarat) and Udhampur (J&K). The company has Agro-Chemicals, Fertilizers, and Seeds as their main segments. Pesticides include herbicides/weedicides, insecticides, fungicides. The company is also in the business of seeds which accounts for a meager 2-3% of the business.
In Pharma, Dhanuka Laboratories Ltd., is also actively doing the research and is manufacturing Active Pharmaceutical Ingredients (API) and Advanced Intermediates in the field of Cephalosporin Antibiotics.
Dhanuka 9 month ended results was good and declared a EPS of 7.86 against last financial of 9.42 for 12 months. We expect EPS of FY11 around 10.5-11 which makes its PE of 8-8.5 against industry PE of 12-13. Hence target of 130-140 possible.
Promoter have good holding in the company shows the confidence in the business. Holding high stake of 74.99 per cent. Institutional holding is 8.25 per cent. The company has around 80 brands in their portfolio. Recently they came out with Luster, a fungicide for Paddy. Company has an edge over its competitors on account of its diverse product range and market reach -60000 retailers and 10 million farmers.
Only problem is its raw material dependence which is imported from Nissan Chemical Company, Hokko Chemical Industry Co, Mitsui & Co etc and hence risk of foreign exchange. Company’s products are dependent on the Rain Gods which cannot be predicted with certainty. Raw material prices depend on crude prices- higher the crude prices, higher the input costs for Dhanuka.
But technical chart is looking fine and accumulation phase is on.
Accumulate 50% at 82/83 and more 50% if it fall to 70 levels.
Dhanuka Agritech Limited have business of Agro-Chemicals, Fertilizers, and Seeds. The company has a farmer network of more that 1 crore whr in its products are used by them. The Agri-Division has a pan-India presence through its marketing offices in all major states in India. It has a vast dealer network of distributor and DHANUKA is one of the preferred choice of the farmers. Dhanuka Laboratories Ltd, another Group Company dealing in pharmaceuticals was started in 1998, with an objective of leveraging the groups’ expertise in providing solutions to Healthcare Industries.
Companies four pesticides manufacturing units located at Gurgaon, Sohna (Haryana), Sanand (Gujarat) and Udhampur (J&K). The company has Agro-Chemicals, Fertilizers, and Seeds as their main segments. Pesticides include herbicides/weedicides, insecticides, fungicides. The company is also in the business of seeds which accounts for a meager 2-3% of the business.
In Pharma, Dhanuka Laboratories Ltd., is also actively doing the research and is manufacturing Active Pharmaceutical Ingredients (API) and Advanced Intermediates in the field of Cephalosporin Antibiotics.
Dhanuka 9 month ended results was good and declared a EPS of 7.86 against last financial of 9.42 for 12 months. We expect EPS of FY11 around 10.5-11 which makes its PE of 8-8.5 against industry PE of 12-13. Hence target of 130-140 possible.
Promoter have good holding in the company shows the confidence in the business. Holding high stake of 74.99 per cent. Institutional holding is 8.25 per cent. The company has around 80 brands in their portfolio. Recently they came out with Luster, a fungicide for Paddy. Company has an edge over its competitors on account of its diverse product range and market reach -60000 retailers and 10 million farmers.
Only problem is its raw material dependence which is imported from Nissan Chemical Company, Hokko Chemical Industry Co, Mitsui & Co etc and hence risk of foreign exchange. Company’s products are dependent on the Rain Gods which cannot be predicted with certainty. Raw material prices depend on crude prices- higher the crude prices, higher the input costs for Dhanuka.
But technical chart is looking fine and accumulation phase is on.
Tuesday, February 22, 2011
Confidence Petroleum India Ltd
CMP 18 Dont buy at this price. Buy below of 17.5 in any market correction.
Also follow us on www.multibaggerpicks.info
For buying in range of 17-18 levels. Collect slowly 60% at 17-17.5 levels and 40% at 16 levels. Also follow us on www.Multibaggerpicks.info
Target 26-27 rs in medium term and 35-40 in long term.
Website : http://www.confidencepetro.com/
Confidence petroleum is mainly in LPG business. It has contract filling station for LPG cylinder for HPCL, BPCL and IOCL. Since use of LPG will not be stopped soon, so growth going ahead is good. Second it is into Auto LPG (ALDS) pumps, where in they supply LPG gas for vehicles. This is on franchise model. They have target of setting up 250 station by end of March 2012. Already having around 58 station running.
Results of the company are good and it posted and EPS of 1.72 for nine month ending dec 2010 against EPS of 0.93 in 12 month in last financial year. We see a EPS of 2.4 approx in this financial year.
FII is buying into the company and also company had raised funds at price of 19 rs per share. Hence any price below 18 is a good buying opportunity with medium to long term view for good gains.
It touched high of 27 and then corrected to 15 levels. Now at 19 rs. Buying should be done in 17-18 range.
If any doubts just mail us at multibaggerpicks.info@gmail.com
Regards
Sanket
Also follow us on www.multibaggerpicks.info
For buying in range of 17-18 levels. Collect slowly 60% at 17-17.5 levels and 40% at 16 levels. Also follow us on www.Multibaggerpicks.info
Target 26-27 rs in medium term and 35-40 in long term.
Website : http://www.confidencepetro.com/
Confidence petroleum is mainly in LPG business. It has contract filling station for LPG cylinder for HPCL, BPCL and IOCL. Since use of LPG will not be stopped soon, so growth going ahead is good. Second it is into Auto LPG (ALDS) pumps, where in they supply LPG gas for vehicles. This is on franchise model. They have target of setting up 250 station by end of March 2012. Already having around 58 station running.
Results of the company are good and it posted and EPS of 1.72 for nine month ending dec 2010 against EPS of 0.93 in 12 month in last financial year. We see a EPS of 2.4 approx in this financial year.
FII is buying into the company and also company had raised funds at price of 19 rs per share. Hence any price below 18 is a good buying opportunity with medium to long term view for good gains.
It touched high of 27 and then corrected to 15 levels. Now at 19 rs. Buying should be done in 17-18 range.
If any doubts just mail us at multibaggerpicks.info@gmail.com
Regards
Sanket
Saturday, January 22, 2011
Cairn India
Buy in price range of 325-335 for a target of 375-380 in 3-4 months and 450-500 in 6-9 months and 600+ in 12-15 months.
Once Vedanta deal click in, this company will get the re-rating. May be move take a 1 qtr results as now new management performs, but Vedanta group has done it before and they will make money out for cairn for themselves and for investors also.
Also overall crude price rise will help the company make earn more profits and Oil exploration companies are strong.
Also visit us at www.multibaggerpicks.info
Hope Cairn India, dont need any more details as stock is known to all of us. If any doubts just mail us at multibaggerpicks.info@gmail.com
Happy investing
Sanket
Once Vedanta deal click in, this company will get the re-rating. May be move take a 1 qtr results as now new management performs, but Vedanta group has done it before and they will make money out for cairn for themselves and for investors also.
Also overall crude price rise will help the company make earn more profits and Oil exploration companies are strong.
Also visit us at www.multibaggerpicks.info
Hope Cairn India, dont need any more details as stock is known to all of us. If any doubts just mail us at multibaggerpicks.info@gmail.com
Happy investing
Sanket
Thursday, January 6, 2011
Paid stock/Hidden Gem/Multibagger
Our all members have invested in one 99% sure Multibagger stock which should give 2-3 times returns in next 9-12 months. Join us to know the details. Very good results and very low PE should get re-rated soon. Promoter buying from open market for last 6-7 months. Join us to know more or only buy this report in 400rs. For details contact multibaggerpicks.info@gmail.com
Wednesday, January 5, 2011
Autoline Industries
Recommended on 4th Jan 2011. @ 220 levels. Collect slowly 50% at 220 levels and 50% at 200 levels. Also follow us on www.Multibaggerpicks.info
Target 260-270 rs in short term and 300-330 in medium/long term.
Read growth story of the company http://www.autolineind.com/aboutus.htm
Autoline is engaged in Manufacturing various auto parts / sheet metal components for Passenger cars, Sports Utility Vehicles (SUV), Commercial vehicles, Two wheelers, Three wheelers, Tractors, etc. Its customer includes Tata Motors, Bajaj Auto, Kinetic Engineering, Mahindra & Mahindra, Walker Exhaust and Fiat India. Tata Motors, which buys components for passenger cars and commercial vehicles, is Autoline's largest customer. AIL, which has five facilities in Pune, manufacturing sheet metal assemblies and formed tubular products. Autoline had come with an IPO in January 2007 at Rs 225 per share, and currently available at same price.
For H1 ended Sep 2010 AIL posted a profit of 13.03 cr with an EPS of 10.69 against 4.6cr with EPS of 3.8, so one can clearly see that company is on strong growth path and results are telling that. 3 times increase in EPS. If one check full year EPS of 2009-10 it was 11.07 which H1 2010 has almost achieved. Hence 100% growth could be seen in this year closing. Hence results will soon show in price. One with a patience holder should buy for long term as well as short term gain of 20% from this levels.
One can check company is regular dividend paying, which is again beneficial for long term holder.
Autoline Industries USA, is a subsidiary of Autoline Industries and have good order books and gaining strength in US markets.
Company should post EPS of 21 approx for 2010-11 and with PE of 15 on safe side gives a target of 300 approx which is 40% from this levels. And some of the big auto-ancillary player are trading at 20+ PE also which will make 400 also possible on charts. Hence long term player will njoy the ride.
Also, though the news is not 100% confirm with us, Rakesh Jhunjhunwala holds Autoline Ind from 150 odd levels and increased holding at 240 levels also. Hence promising growth and re-rating should be seen in next 8-12 months. Hope you all re-member VIP, Delta Corp....again mentioning news of rakesh jhunjhunwala buying is not confirm with us, once it get 100% confirm we will update all of you.
Hope you all make good money with this investment idea. Join us to know many more stock of this types.
Links showing Rakesh Jhunjhunwala interest and holding in the company.
http://www.equitybulls.com/admin/news2006/news_det.asp?id=30259
http://buzznewslive.com/rakesh-jhunjhunwalas-latest-stock-portfolio-and-holdings-september-2010/
If any doubts mail us at multibaggerpicks.info@gmail.com
Sanket Mehta
Target 260-270 rs in short term and 300-330 in medium/long term.
Read growth story of the company http://www.autolineind.com/aboutus.htm
Autoline is engaged in Manufacturing various auto parts / sheet metal components for Passenger cars, Sports Utility Vehicles (SUV), Commercial vehicles, Two wheelers, Three wheelers, Tractors, etc. Its customer includes Tata Motors, Bajaj Auto, Kinetic Engineering, Mahindra & Mahindra, Walker Exhaust and Fiat India. Tata Motors, which buys components for passenger cars and commercial vehicles, is Autoline's largest customer. AIL, which has five facilities in Pune, manufacturing sheet metal assemblies and formed tubular products. Autoline had come with an IPO in January 2007 at Rs 225 per share, and currently available at same price.
For H1 ended Sep 2010 AIL posted a profit of 13.03 cr with an EPS of 10.69 against 4.6cr with EPS of 3.8, so one can clearly see that company is on strong growth path and results are telling that. 3 times increase in EPS. If one check full year EPS of 2009-10 it was 11.07 which H1 2010 has almost achieved. Hence 100% growth could be seen in this year closing. Hence results will soon show in price. One with a patience holder should buy for long term as well as short term gain of 20% from this levels.
One can check company is regular dividend paying, which is again beneficial for long term holder.
Autoline Industries USA, is a subsidiary of Autoline Industries and have good order books and gaining strength in US markets.
Company should post EPS of 21 approx for 2010-11 and with PE of 15 on safe side gives a target of 300 approx which is 40% from this levels. And some of the big auto-ancillary player are trading at 20+ PE also which will make 400 also possible on charts. Hence long term player will njoy the ride.
Also, though the news is not 100% confirm with us, Rakesh Jhunjhunwala holds Autoline Ind from 150 odd levels and increased holding at 240 levels also. Hence promising growth and re-rating should be seen in next 8-12 months. Hope you all re-member VIP, Delta Corp....again mentioning news of rakesh jhunjhunwala buying is not confirm with us, once it get 100% confirm we will update all of you.
Hope you all make good money with this investment idea. Join us to know many more stock of this types.
Links showing Rakesh Jhunjhunwala interest and holding in the company.
http://www.equitybulls.com/admin/news2006/news_det.asp?id=30259
http://buzznewslive.com/rakesh-jhunjhunwalas-latest-stock-portfolio-and-holdings-september-2010/
If any doubts mail us at multibaggerpicks.info@gmail.com
Sanket Mehta
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