Wednesday, 11 April 2018

"DARK HORSE" :::::::::::::: MURUDESHWAR CERAMICS LIMITED

MURUDESHWAR CERAMICS LTD. 
CMP Rs. 42.50
PROFITABLE COMPANY
BOOK VALUE Rs.74
STOCK TRADING @ 0.55 OF BOOK VALUE
MCAP - 184 Cr

TARGET 75/110+

LISTED ON NSE AND BSE 
TIME FRAME 12 MONTHS 
PROMOTER STAKE 65.09%

ACE INVESTORS
SUBRAMANIAN P OWNS 2.46% HOLDING
MUKUL AGRAWAL 1.26% HOLDING
COMPANY BACKGROUND
Murudeshwara is a town in the Uttara Kannada district in the state of Karnataka, India. 

“Murudeshwara” is another name of the Hindu god Shiva. 
Famous for the world’s tallest Shiva statue, and Raja Gopura, this beach town lies on the coast of the Arabian Sea and is also famous for the Murudeshwara Temple.

*The entire temple and temple complex, including the 249 feet tall Raja Gopura, which is considered the tallest gopura in the world, was constructed by businessman and philanthropist Mr R N Shetty (chairman of MURUDESHWAR ceramic)*

*The huge towering statue of Lord Shiva, visible from great distances, is present in the temple complex. The Siva statue is 123 feet (37 m) in height, and took about 2 years to build*
The various projects in Murudeshwar, including facilities for tourists, has been financed, built and managed by Mr R.N. Shetty who heads the R.N. Shetty Group of Companies and a native of Murudeshwar. 

As Chairman of the groups, which has interest in manufacturing, construction, real estate, retail, educational institutes, hospital, etc. he has set high standards of excellence and is extremely conscious about delivering value to customers.

The philanthrophic nature behind this successful businessman has resulted in establishment of various trusts, educational institutions and charitable organisations for the welfare of mankind.

So from the above history of Promoter it is clear that promoter is wealthy and can manage big business and has good reputation in South India Now MURUDESHWAR CERAMIC had 2 plants in South India until it started the 3rd plant recently in tumkur which stared OPERATIONAL production on 31st July 2017 

Company recently constructed new plant where work was going on since 2015-2016 and commercial operation began on 31st July 2017. This plant is expected to boost the production in a big big way and one can expect TOPLINE & BOTTOMLINE to Increase.



Recently promoters have converted there warrant in equity shares at 34 rs and CMP is 42.50 Rs so downside is very limited.

Promoters on 31st July 2017 have hiked by 2% from 63% to 65%.


Also in latest share holding pattern a famous ACE investor mukul Agarwal has bought more then 1% in the company which went unnoticed by investors as there was carrnage in mid and small cap companies when the share holding pattern was released but as and when market settles expect smart HNI to start lapping shares.

Also the sector in which it is operating has many many tail winds like Govt imposed anti dumping on tiles from China for period of 5 years starting 2016 

Tiles is highly unorganized market 


INVESTMENT RATIONAL
  • AFTER GST IMPLEMENTATION ORGANISED PLAYERS LIKE MURUDESHWAR CERAMICS EXPECTED TO DO WELL
  • GOVERNMENT IMPOSED ANTI DUMPING DUTY ON CHINA FOR PERIOD OF 5 YEAR
  • CONSUMPTION STORY OF INDIA WILL BOOST THE PERFORMANCE OF THE COMPANY
  • SHAREHOLDERS RESERVES OF Rs.350 Cr.
  • GOVERNMENT FOCUSING TO BOOST HOUSING SECTOR
  • PROFITABLE COMPANY
  • STRONG MANGEMENT




One Can Invest 5% of Your Portfolio in this Company. 
TARGET 75/110+ IN 12-15 MONTHS
STUDY OF YOUR OWN.

Monday, 9 April 2018

NEW STOCK WILL BE ISSUED TOMORROW FOR INVESTORS ONLY ............... JAI SHREE SHYAM !!!!!!!!!!!


*6 STOCKS PICKED BASED ON CONSUMPTION* GIVING 10-15% RETURN NOW 

💪💪💪💪💪💪💪🇮🇳

*Quick Heal* 270 to 315

*Maruti* 8650 to 9300 

*TATA MOTORS* 334 to 372 

*Mcdowells* 2980 to 3350 

*JUBILANT FOOD* 1960 to 2450 

*IFB AGRO* 550 to 822 

SUPERBHIDDENGEMS 
SUPERBHIDDENGEMS 
SUPERBHIDDENGEMS 

💪  *SOLID FUNDAMENTAL RESEARCH BASED ON VALUATIONS & CONSUMPTION THEME*

⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️

*INDIA HAVE HUGE CONSUMPTION STORY* 

✅✅✅✅✅ *ONLY EYE ON 🇮🇳 CONSUMPTION 💥 BOOM* 

# AUTO
# AIRLINES 
# HOUSING 
# FOOD 
# CLOTHES
# FINANCE 
# GLASS 
# PLYWOOD
# PAINT 
# CEMENT 
# INFRA 
# STEEL 
# NEXT GENERATION IT
# AGRO PRODUCTS
# BUILDING MATERIAL
# AUTO ANCILLARY 

MANY MORE 

✅✅✅✅✅ *MARK MY WORDS INVESTMENT IN QUALITY ALWAYS PAYS YOU TODAY OR TOMORROW* 

Http://www.t.me/SUPERBHIDDENGEMS 


JOIN UR OWN CHANNEL 
@SUPERBHIDDENGEMS

Http://www.t.me/SUPERBHIDDENGEMS

Friday, 23 March 2018

ALL INVESTORS MADE HUGE MONEY IN MODI JI 4 YEARS TILL DATE............... 6700 TO 11100+........ 2019 ALSO LOOKS CLEAR FOR MODI JI WITH HUGE MARGIN WHICH CAN OPEN GATES FOR MARKETS TILL 13500+ LEVEL

ALL INVESTORS ASK ME IS IT RIGHT TIME TO INVEST???

YES!!!!!!!

IF U R INVESTOR BUY QUALITY STOCKS WITH 2-3 YEARS PROSPECTIVE NEAR 9800-9860 OR @ CURRENT LEVELS 

NEXT QUESTION THEY ASK WHAT TO BUY??
BUY CONSUMPTION STOCKS 
MANY GOOD STOCKS AVAILABLE AT ATTRACTIVE VALUATIONS.

PLEASE AVOID SMALLCAP STOCKS

ONE STOCK I GIVE YOU .............. STUDY QUICK HEAL ( GREAT STORY ) 




JAI HO!!!! 

2019 ALSO LOOKS CLEAR FOR MODI JI WITH HUGE MARGIN WHICH CAN OPEN GATES FOR MARKETS TILL 13500+ LEVEL


CLICK ON FOLLOW BUTTON ON THIS BLOG 

YOU CAN FOLLOW US ON TELEGRAM AS WELL ......... 100% FREE EDUCATIONAL CHANNEL




Saturday, 17 February 2018

INVESTING IN FUNDAMENTALLY SOLID COMPANIES GIVES YOU MORE CONFIDENCE

STARTING NEW VENTURE BY NEW FINANCIAL YEAR 

PORTFOLIO BUILDING 
FIRST STOCK WE PICKED FOR PORTFOLIO BUILDING


The company deals with fertilizers like ureaDiammonium phosphate, granulated fertilizers, liquid fertilizers, soil conditioners, Muriate of potash, soil micronutrients, speciality fertilizers, food grade Ammonium bicarbonate, industrial chemicals like Sulphuric acid and Sulphonated granulated fertilizers. The marketing offices of MCF are located in KarnatakaKeralaTamil NaduAndhra PradeshTelangana and Maharashtra.

Story:Mangalore Chemicals and Fertilizers has a 1,100 tonne per day urea plant that is about 380,000 per year, and about 800,000 tonne per day complex fertilizer plant with captive 35 megawatt power generation capacity. The equity base is very low for the company at Rs 120 crore and the company EXPECTED to posted an EPS of about Rs 5.50 for the FY2018.Apart from that, the company has huge surplus land at Mangalore.

If you take the western coast, there are no large fertilizer plants in Karnataka or beyond. In Goa you have Zuari Agro, in Maharashtra, you have RCF. The combination of urea and complex fertilizers is seen in very few like with Tata Chemicals and GSFC. In general, either you have a standalone urea manufacturer like Indo-Gulf, Chambal Fertilizer, or you have a standalone complex fertilizer maker like Coromandel International. 

But this is a combination of both which in today's time, makes it a very interesting play.
 So again this is a very interesting play available in the fertilizer space. A combination of all this makes it a good buy. But one has to keep a view of 12 to 18 months on the stock. Our Target Rs. 150+ double from current Valuations.



YOU CAN FOLLOW ME ON TELEGRAM 
www.t.me/SUPERBHIDDENGEMS




Tuesday, 16 January 2018

OUR PENNY STOCK URJA GLOBAL Rs. 1 TO Rs. 10+ BOOKED 75% .............. NOW ADDED ONE OF THE LEADING REAL ESTATE COMPANY "CHD DEVELOPERS LIMITED" AT CURRENT VALUATIONS ........... EXPECTING Rs.50+ TARGET IN 9-15 MONTHS

Scripscan:CHD Developers Ltd
CMP: Rs.16
Code:526917


CHD Developers Ltd is one of the leading real estate developers in North India that specializes in commercial as well as residential segments. The Group is known for its design ingenuity, superior quality, professionalism and on-time delivery. It has expanded into the creation of world-class commercial offices, residential townships, retail complexes, office cum retail projects and hotels. The Group also aspires and aims to continue the development and delivery of outstanding IT Parks, commercial complexes and futuristic townships of international standards. The Group has constructed over one million square feet area of projects in the premium and upscale vicinities of Vrindavan, Haridwar, Karnal which have been some of the pioneering works in the city.

FINANCIAL PERFORMANCE
COMPANY DELIVERED GOOD PERFORMANCE EVEN IN UNFAVORABLE ENVIRONMENT.


SALES Rs.151Cr
PROFIT Rs. 5.81 Cr
EPS Rs.0.63 PER SHARE
STOCK P/E 26
INDUSTRY P/E 90
PROMOTER HOLDING 70.32%
MCAP 178 Cr

INVESTMENT RATIONAL
Real estate sector to perform well in coming years. We find this Stock available at Comforting Valuations. QUALITY Management & Superb Vision ...... Strong Performance delivered by the company Even in Unfavorable Environment. 

ADDED CHD DEVELOPERS LIMITED EXPECTING Rs.50+ TARGET IN 9-15 MONTHS  

STUDY IT!!!!!

URJA GLOBAL DELIVERED 10X RETURN TO ALL MY FRIENDS AND FOLLOWERS.
BOOK URJA GLOBAL ......... WE BOOKED 75%











Wednesday, 3 January 2018

GOVERNMENT FOCUSING TO DOUBLE FARMERS INCOME BY 2022 :::::::::::: ZUARI AGRO CHEMICALS LIMTED (ZUARI is a single-window agricultural solution provider.)

# INCREASE QUALITY OF SOIL
#PROPER IRRIGATION FACILITIES
# USING BETTER FERTILIZER
# USING HY-BREED SEEDS
#PROPER USE OF ORGANIC CHEMICALS
# USING TIMELY CROP PROTECTION PRODUCTS
#FOCUSING TO INCREASE YIELD PER ACRE USING ABOVE STEPS

ZUARI AGRO CHEMICALS LIMTED 
(ONE STOP SOLUTION)
                                 
Zuari is a single-window agricultural solution provider. They partner with Indian   farmers for progress and prosperity. It enables agricultural self-sufficiency and economic independence by providing fertilisers that are both affordable and effective.
Zuari’s operations are spread across five key marketing areas. The company has a manufacturing facility at Goa, with four plants, dedicated to manufacturing urea, DAP and NPK based fertilizers. Their wide variety and reach has enabled to diversify into additional sectors like furniture, oil tanking, seeds, and investments, apart from agricultural inputs. Zuari Agro owns 20-23% Market share in Agriculture chemicals industry. 

                          

 Products 

The products of Zuari Agro Chemicals Limited are manufactured keeping in mind the varied needs of the Indian farmer. The company produces high quality complex fertilisers and urea for crop use. All products are marketed under our brand - Jai Kisaan, which has gone on to become a household name amongst the farming community.

FERTILIZERS
ORGANIC MANURE
SPECIALTY FERTILIZERS & SEEDS
MICRO NUTRIENTS 

INVESTMENT RATIONAL

COMPANY TURNING OUT FROM LAST 5-6 QTRS. 
SALES 6405 Cr
EBITA 465 Cr

CORPORATE VIDEO


STUDY IT ........ LOOKS GOOD FOR INVESTMENT FOR MEDIUM TERM TARGET 750/900+ CMP Rs. 548 















Tuesday, 26 December 2017

STOCKS FOR 2018 -------- ELECTROSTEEL CASTING LIMITED (TURNAROUND STORY) & INDIAN ACRYLICS LIMITED



ELECTROSTEEL CASTING LIMITED 
(TURNAROUND STORY) 
CMP Rs. 34-34.50 SL 28 TGT 48-60+

Electrosteel Castings company has seen glorious days as a ductile iron pipe pioneer. Then, it attempted to integrate backwards, added debt and lost its way. There could now be the semblance of a comeback . Ebit was the highest ever in the second quarter across the past five; trough of Rs 54 crore rising to Rs 88 crore. Net profit rose from an average of Rs 14 crore a quarter across four quarters to Rs 32 crore during the last quarter. Net interest declined from the late thirties to Rs 26 crore in the space of a single quarter. There are really only two triggers here: How the company strengthens the top line and how it can moderate its interest outflow. If the company gets it right here, this could be the start of a new chapter.


Indian Acrylics Ltd
cmp:19
Code:514165


 The company belongs to Steel Strips Group and the promoters have incresed stake recently by 5% by buying from the open market..
They have also set up a Export House in Spain to increse their exports...

Acrylic Fibre Industry has taken a big U-Turn in current year. Acrylic Fibre is mainly used for clothes and Acrylic Yarn produced from Acrylic Fibre is warm to manufacture Sweaters, Scarves, T-Shirts, Kids Clothes, Mufflers, Jogging Suits, Socks etc. Its other use for Household Segments for manufacturing Carpets, Blankets, Rugs etc.


The Company:
Indian Acrylics Ltd is the largest and most efficient acrylic fiber manufacturer of India and an important player in the global industry with exports to Asia, Europe and the Middle East.
They are producing dry spun acrylic fiber since 1993. Production facility is located at Harkishanpura, District Sangrur, Punjab, India and has a capacity of 42000 mt p.a. and 5400 mt p.a.
IAL earns almost its 70% revenue from exports.
Understanding the Product Category:
Acrylic fiber market globally is Growing. Acrylic fiber market is a subsidiary to clothes | fashion industry and it shows similar trends. Indian market of acrylic fiber too is stagnant for last few years but with higher GDP growth this year compared to last few years hopes are high.
As an industry Acrylic fiber is heavily dependent on crude prices. This is more true for India as Indian company generally imports all raw materiel from crude and its derivative suppliers across the world.
All Indian companies hence experience very fluctuating operating margin depending on the crude prices.
Its been observed that the price difference has an delayed effect of around 3-9 months on the Acrylic fiber companies operating profit margins. Clearly due to raw materiel storage and price commitments made earlier than a crude price fluctuation.

Fundamentals:
 550 cr turnover, leader in its segment company is priced only Rs. 19. EPS for full financial year 2016-2017 Rs.1.52 per Share .....Currently trading at 12x

CMP Rs.19.50 SL 13 TGT 35+