Tuesday, 14 November 2017

INFRASTRUCTURE SECTOR BIG STORY AHEAD .......... KEEP EYE ON VASCON ENGINEERS LIMITED & Vijay Shanthi Builders Limited


Vascon Engineers has more than 25 years of experience, conceiving, developing, constructing and managing varied projects. It is active In multiple sectors including residential, industrial, IT parks, malls and multiplexes, hospitality and community.

Top investors like Vallabh Bhansali, Akash Bhansali and Tarun Jain hold 1.14 per cent, 4.25 per cent and 1.24 per cent, respectively. 

BUY VASCON ENGINEERS LIMITED @ 36-37 SL 28 TARGET 55/75+ IN 9-12 MONTHS
Vijay Shanthi Builders Limited was started in 1977 as a partnership firm in the name of Shri Shanthi Constructions by Late Mr. V. C. Jain. In its aspiration of creating a “home for all”, Vijay Shanthi went public in January 1992 with an IPO of Rs. 65.5 million and is listed on the Bombay Stock Exchange (BSE), National Stock Exchange (NSE).

 Vijay Shanthi Builders Limited is engaged in Property Development mainly promoting residential spaces in and around Chennai. VSBL is known for its excellence in quality of Homes with a delivery of clear title, on time and without cost escalations, along with necessary completion certificates from the regulatory authorities. VSBL gives guarantee for its homes, is transparent in its area calculation and provides maximum plinth area. VSBL is included in the panel of approved builders of south Indian bank, Kotak. HDFC, LIC Home Finance, ICICI Bank, IDBI Bank, SBI and other such reputed institutions.

Vijay Shanthi builders are the leaders of the high-end segment and have been conferred with the prestigious “ACCOLADES OF EXCELLENCE” – India’s Best Residential Project award for their unique project “PATIO” from CNBC & CRISIL.
Vijay Shanthi has touched the lives of over 12000 happy families and has created some of the most finely crafted and contemporary homes in South India, covering a built up area of over to 50 lakhs square feet and completed about 275 projects

BUY VIJAY SHANTI BUILDERS LIMITED @ 25-26 SL 18 TGT 45/60+ IN 9-12 MONTHS

STUDY IT !!!!
OF YOUR OWN

BUY 1000 SHARES OR 5% OF ENTIRE PORTFOLIO  .... RISK FREE INVESTMENT






Top investors like Vallabh Bhansali, Akash Bhansali and Tarun Jain hold 1.14 per cent, 4.25 per cent and 1.24 per cent, respectively.

Top investors like Vallabh Bhansali, Akash Bhansali and Tarun Jain hold 1.14 per cent, 4.25 per cent and 1.24 per cent, respectively.

Read more at:
//economictimes.indiatimes.com/articleshow/59119108.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=

Wednesday, 27 September 2017

POTENTIAL HIDDEN GEM --- ORIENT GREEN POWER COMPANY LIMITED

Scripscan:Orient Green Power Company Limited
Traded in:Nse-bse
CMP:9
Target:30
Duration:3 years



Orient green power is the only renewable play I prefer over any of its peers(no direct one available so including the conventional peers).The sector as you all know is Sun rising and will only grow for ever.The recent investor presentation given by the company further reinforces my bullish stand in the company.Orient Green Power (OGPL) is India’s leading renewable energy-based power generation company focused on developing, owning and operating a diversified portfolio of renewable energy power plants. 
  • Headquartered in Chennai.
  • Orient Green Power Company Ltd is promoted by Shriram EPC with investments from Bessemer Venture Partners of US and Olympus Capital Holdings Singapore for the creation and ownership of renewable energy assets in India and Overseas.
  • Currently 424.63 MW through Wind Power and 106 MW through Biomass.
  • Plan to Increase it to over 1000 MW By 2020.
It would be prudent to note that the execution risks and project commissioning time are much lower for renewable energy projects due to the lower land requirement and lesser regulatory hassles.

STUDY IT :)

ONE CAN ALLOCATE 2-3% OF TOTAL PORTFOLIO




Monday, 18 September 2017

SCHNEIDER ELECTRIC LIMITED (ONE OF THE LEADER IN EV - CHARGERS) ::::::::::: FUTURE WILL BE ELECTRIC VEHICLES .......... IF ELECTRIC VEHICLES HAVE TO BE SUCCESSFUL WE NEED SOLID INFRASTRUCTURE




SCHNEIDER INFRA LIMITED 
(MNC COMPANY) 

EVlink Fast Charge Solution

Charging solutions for electric vehicles

EVlink Fast Charge stations are designed to charge a vehicle rapidly: - 80% of capacity charged less than 30 minutes - They are intended for service stations in particular and parking areas.

MAKE THE MOST OF YOUR ENERGY ::::::::::This company originated through the Areva T&D’s global take over by the Alstom-Schneider consortium and subsequent de -merger of Transmission business to Alstom and distribution business to Schneider.The global takeover happened in 2010 at a cost of EUR 2.29 billion.Later the high voltage business allotted to Alstom and Medium and low voltage business allotted to Schneider to align with their global status.The Indian business of erstwhile Areva T&D also shared in the same manner here.In the initial stage its name was SMARTGRID AUTOMATION DISTRIBUTION AND SWITCHGEAR LIMITED and changed its to Schneider Electric Infrastructure Limited in December 2011. Its ultimate parent company Schneider Electric is one of the world's largest manufacturers of equipment for electrical power distribution, industrial control and automation.Its nearest rival is ABB , but if we take the growth in Asia region business Schneider outpaces with a 21%sales growth compared to 5% of ABB. Even in other parameters too Schneider showing better prospects as in the case of operational margins for low voltage business where its is 20.5 % for Schneider and 16% for ABB (Asian business) .At present Schneider’s revenue share from Asian region is about 37% and it is growing very fast mainly due to some aggressive acquisitions made in last few years. In India , parent company made some big ticket acquisitions in recent past which includes Conzerv Systems, Meher Capacitors, Zicom's electronic security systems integration business(Rs.225 Cr),Uniflair India, APW President Systems( Rs.70 Cr approx.),Digilink(Rs.500 Cr) and Luminous ( Rs.1400 Cr)..etc.These figures clearly indicates their commitments to India .Coming back to the business of the listed entity ,it is in MV/LV Distribution business which includes Protection relays , control panels and other accessories.Even if there is some slowness in power generation and distribution policies by government in recent times , we all know there is huge scope remaining and it is inevitable in a country like India.I believe ,with superior technology ,aggressive marketing strategies and vast experience Schneider having big opportunity in India for their Distribution business going forward.

EVlink Parking stations owners and managers can optimize and manage more efficiently their charging infrastructure while reducing costs.

 
Avoids facility disruption, causing operating losses.
When a large number of devices in the facility and the charging station are operating
simultaneously, the total current is limited and avoids the risk of a facility black-out.

Reduces energy and electrical infrastructure costs.
The energy contract is subscribed for a capacity below the total load.
The power demand is limited and avoids the risk of leading to overrun penalties or extra costs to bolster the facility's power supply and distribution network.

Increases driver satisfaction
Each charging station supplies the maximum available energy. VIP badges identified on the station’s charging points provide charging priority advantages for sales representatives or customers.

Makes operations more efficient. 
Each socket outlet is defined with a maximum power, to allow for its use and location.




SCHNEIDER INFRA LIMITED 
(MNC COMPANY) 


AVAILABLE @ Rs. 130 PER SHARE ......... WE FIND IT ATTRACTIVE ONE CAN LOOK WITH YOUR OWN RISK APPETITE. STUDY IT ............. FUTURE IS E-VEHICLES (MODI JI DREAM)


ONLY FOR INVESTORS ...... STUDY IT 

RIGHT NOW POSTED LOSS LAST FY 
THATS WHY AVAIALABLE AT SUCH VALUATIONS 

FUTURE IS BRIGHT




Monday, 11 September 2017

QUALITY DIWALI PICKS FOR SHORT TERM GAINS ............ (HANDSOME RETURN BY OUR RECENT PICKS TANFAC, JBM AUTO, HBL POWER )


# AKZO NOBLE INDIA LIMITED

# ASAHI SONGWON LIMITED 
 Asahi Songwon Limited is a Gujarat based company and is involved in manufacturing of pigments (Green-7 / CPC Beta Blue and Blue Crude). These products are used in various industries viz. ink, paper, paints, food, fabrics, etc.
- Company's clientele comprises global giants like DIC (Japan), Sun Chemicals (USA), Clariant Chemical India Ltd. and BASF (Korea).

Financial Summary:
Current Market Cap: Rs.406 crore
CMP: Rs. 333
Book Value Per Share: Rs. 127
FY 16-17 Sales Turnover: Rs. 258 crore
FY 16-17 EBITDA: Rs. 38 crore
FY 16-17 Net Profit: Rs. 25 crore
Debt Equity Ratio: 0.2
P/E: Around 16x

Promoters hold close to 66% of the shares in the company And DIC Corporation of Japan hold 14% equity in the company.  In the past two years, its margin has risen from 14% to 17% and is likely to reach 19% going forward. The top-line is expected to grow at 15-20% whereas the bottom-line is expected to grow at 20-22%.

CAN BE TAKE OVER CANDIDATE






Wednesday, 30 August 2017

FUNDAMENTALLY SOLID & STRONG BRANDS 6 PORTFOLIO PICKS FOR BUMPER GAINS ........... BASED ON CONSUMPTION THEME :) ----- PURELY FOR INVESTORS

1#DONEAR LIMITED 
INVESTMENT RATIONAL
  • Company is well prepared to catch the opportunities of fast growing demand of fabric / apparels in India and other developing countries in the world.
  • Company has wide range good quality product, well established  infrastructure (plants and retail outlets).
  • Company is expanding the network of D'Cot and NXG outlets in  Metros , Tier I & Tier II cities by focusing the middle class and upper middle class population with enough purchasing power and willing to spend on branded apparels,  which counts 60% of total population of the country. Link for further details  -http://www.franchiseindia.com/interviews/established/Donear-to-have-1000-EBOs-by-2020-679/
  • Due to 100% FDI in textile retail, several multinational brands are in process to tie up for fabric and manufacturing services.
  • 'Donear' is well -known brand name.
  • Company has shown good growth in revenue even during recession and tough period of textile industries, proves the ability of promoters.
2# ADITYA BIRLA CAPITAL 
(STOCK GOING TO LIST ON 1 SEPT 2017 ..... BUY ON EVERY DIP STOCK)
NEXT BAJAJ FINANCE IN MAKING
Aditya Birla Capital
Aditya Birla Capital Limited (ABCL) is one of the largest financial services players in India.
Formerly known as Aditya Birla Financial Services Limited, ABCL is the holding company of all the financial services businesses of the Aditya Birla Group. ABCL is committed to ser​ving the end-to-end financial needs of its retail and corporate customers under a unified brand —Aditya Birla Capital.
Delivering a wide range of money solutions for protecting, investing and financing, as well as advising its customers, Aditya Birla Capital serves millions of Indians in more than 400 cities through 1,300+ points of presence, anchored by 12,500+ employees and supported by over 150,000 agents and channel partners.
It has a strong presence across life insurance, asset management, private equity, corporate lending, structured finance, general insurance broking, wealth management, equity, currency and commodity broking, online personal finance management, housing finance, pension fund management and health insurance businesses.
Aditya Birla Capital manages, through its subsidiaries and joint ventures, aggregate assets worth Rs. 2,613 billion and has a lending book of Rs. 411 billion as of June 30, 2017, placing it among the top 5 private diversified NBFCs in India (Source: CRISIL), the 4th largest assets management company in India by domestic AAUM as published by AMFI for the quarter ended March,2017.
   
Aditya Birla Group
Aditya Birla Capital is a part of the Aditya Birla Group, a USD 40 billion Indian multinational in the league of Fortune 500. Anchored by an extraordinary force of over 120,000 employees, belonging to 42 nationalities, the Aditya Birla Group operates in 36 countries across the globe. About 50 per cent of its revenues flow from its overseas operations.
   

3# AKZO NOBLE 
(STRONG MNC COMPANY)
PORTFOLIO STOCK CAN BE HUGE DOWN THE LINE
WORLD LEADER
ASIAN PAINTS ALSO OWN STAKE IN THIS COMPANY


4# TATA MOTORS LIMITED
AVAILABLE AT CHEAP VALUATIONS COMPARED TO ITS PEERS
BUY AND HOLD FOR BRIGHTER FUTURE AHEAD


5# HSIL (HINDUSTAN SANITARY)
LEADER IN SANITARYWARE
STRONG BRAND
STUDY IT 
CONSUMPTION STORY


6# ARCHIDPLY LIMITED
RECOMMENDED @ 32 BUCKS VERY BULLISH STILL BUY ON DIPS STOCK


STUDY OF YOUR OWN
JAI SHREE SHYAM:)







Saturday, 5 August 2017

NIFTY VIEW ::::::::: NIFTY TRADING AT 25 P/E FORWARD EARNING ........ TILL NIFTY CLOSING ABV 9950 SPOT NO WORRIES FOR BULLS

NIFTY TRADING FIRM NO WORRY SIGNS FOR BULLS TILL 9950 SPOT NOT BROKEN DECISIVELY ON CLOSING BASIS ........... WE REVISE OUR TARGETS FOR NIFTY 11000 BY NOV MID 2017 
LONG TERM MAJOR SUPPORTS 9720/9440 

OUR 2019 ELECTIONS NIFTY TARGET 12800+ 

**** 10000 SPOT ON CLOSING BASIS ONE MUST CLOSELY WATCH
 THIS DIWALI WE MIGHT SEE UNEXPECTED LEVELS

TOP TWO PICKS FOR THIS DIWALI
# AKZO NOBLE:::::: OUR TOP PICK FOR COMING DIWALI TARGET 2250/2500/2750+

2ND TOP PICK TANFAC INDUSTRIES LIMITED ........... FULL REPORT GIVEN IN LAST UPDATE TARGET 90/105/115

JAI SHREE SHYAM!

"GAU DAAN ...... MAHA DAAN"