Friday, 30 October 2015

PMS STOCKS TO BE KEPT IN PORTFOLIO.......2-3 YEARS DOWN THE LINE YOU WILL SEE THE MAGIC

LEADER IN AVIATION SECTOR CAN TEST 600/750+ SOON BIG PLAYERS ENTERING 

GOKALDAS EXPORT WORKS FOR MANY BIG BRANDS FROM ALL OVER WORLD CAN BE NEXT PAGE INDUSTRIES ........ TAKE OVER CANDIDATE

WE SELECTED MODI JI KEEPING IN MIND INFRASTRUCTURE GROWTH ........ INFRASTRUCTURE SECTOR IS THE FUTURE OF INDIA DURING 2016 TO 2019 ....... CEMENT SECTOR CAN TURN INTO POSITIVE GROWTH SO WE R VERY BULLISH ON SANGHI INDUSTRIES

MANY BIG PLAYERS LIKE RKD,RJ,RD ENTERING PLY SECTOR KEEPING IN MIND INFRASTRUCTURE GROWTH TO PICK UP IN NEAR FUTURE SO WE PICKED THIS LOVELY STOCK..........MY HIDDEN GEM

STRONG BRAND .........CEMENT SECTOR FUTURE OF INDIA

SAINT GOBIN GLOBAL COMPANY .........BIG BRANDS NO WORDS PRICE WILL TELL U WHY I PICKED UP THIS STOCK IN FUTURE

STONE INDIA STORY MAY UNFOLD SOON
NICHE PLAYER IN LOGISTICS SECTOR ..........COLD STORAGE CHAIN IS FUTURE OF INDIA 

E-COMMERCE PLAY ...........WE R VERY BULLISH......... BHAV BHAGWAN HAI !!!!!!!
HERITAGE FOODS AWESOME COMPANY HAVING DEEP VALUE ......... RECESSION HO KUCH HO KHANA TU SAAB KO HAI:)


THESE ARE IDEAS ......... DO UR OWN STUDY BEFORE INVESTING. 
DISCLOSURE WE RECOMMENDED ALL THESE STOCKS TO OUR CLIENTS AND ALSO HOLD PERSONALLY........ FOR MORE JOIN US PAID!!!! HAPPY INVESTING:)

Thursday, 29 October 2015

NEXT WHIRLPOOL IN MAKING........... MIRC ELECTRONICS LIMITED ......... CAN BE TAKEOVER CANDIDATE & BIGGEST BENEFICIARY OF MAKE IN INDIA

  • MIRC electronics is an Indian Electronics Manufacturing Company started in 1981 to produce Televisions sets in India.
  • I remember it was the first strong brand along with Solider TV and when Indian market was not opened to foreign players ONIDA was the most sought TV in India.
  • After globalization,because of tough foreign players ONIDA couldn't catch up.
  • Also traditional market of selling where the Shop seller decides what Product to see ,focused more on selling foreign products as they where having higher margins and incentives.
  • Not only that the foreign companies send there own sales executive who stands there for the company and trys to sell the products to you.All these brought doom to ONIDA.
  • But with the way Online platform is growing and "Make in India" focused by Goverment, ONIDA is set to bounce back.
  • Mirc has world class manufacturing facilies at Wada (Maharashtra) and Roorkee (Uttrakhand) with a capacity of over 3.4 Million Televisions and 2.4 lakhs Washing Machines respectively. 
  • The company today has wide product portfolio including Flat panel TVs (LED & LCD TVs), Air Conditioners, Washing Machines, Microwave Ovens, DVD & Home Theatre systems, Mobile phones, Projector systems and LED lights.

COMPANY NOW ALSO ASSEMBLES PRODUCTS FOR O'GENERAL LEADER IN AIR CONDITIONERS..... AND MANUFACTURES PRODUCTS FOR I-BALL 

DUE TO MAKE IN INDIA MANY FOREIGN COMPANIES COMING TO INDIA AND PLANNING TO SETUP MANUFACTURING FACILITIES IN INDIA ...... WE BELIEVE O'GENERAL OR I-BALL MAY PICK UP STAKE IN THIS COMPANY....... WE R VERY BULLISH ON THIS COUNTER FOR TGT 50/75++++ WITH IN 12-18 MONTHS. STRONG BUY  


Monday, 19 October 2015

SANGHI INDUSTRIES .........OUR DIWALI PICK ......... OUR TGT 150+ SOON

Sanghi Industries Limited is the flagship company of The Ravi Sanghi Group dealing in the production and distribution of Cement under the Brand Name "Sanghi Cement". Sanghi Cement, is produced at one of the world's largest single stream Cement Plant located at Sanghipuram in the Abdasa Taluka of Kutch District of Gujarat State. This plant is completely programmed with cutting edge innovation from Fuller International, USA and having limit of 3.0 MTPA. The organization produces prevalent quality 53 Grade OPC and PPC Cement and have altered the way concrete is created and sold in India.The organization likewise surprisingly has its hostage warm plant of 63MW.Sanghi brand is exceptionally remarkable in the locale of Gujarat and Rajasthan.It generally concentrates on four businesses in the country:Gujarat, Rajasthan, Maharashtra and Kerala.Currently piece of the overall industry remains at 10-12% in Gujarat upheld by a hearty deals system of around 1500 dealers.Company fares to the Middle East, Africa and Sri Lanka.Cement request has been really predictable in the western and focal regions.With the bond business entering a stage where interest is enhancing crosswise over regions,Sanghi Industries will be one to profit the most.

Enhancing business blend and cargo cost savings:Religare report focuses at, "SNGI has its own wharf and jetty port, other than as of late setting up two terminals - Navlakhi (Rajkot, Gujarat) and Dharamtar (Mumbai) - for less expensive hostage transportation of mass concrete load. With the new limit extension, SNGI is relied upon to offer higher volumes in Mumbai, which is a mass bond business, empowering effective utilization of ocean courses for conveyance at a lower cargo cost.With expanded commitment from Mumbai,the business blend is required to change as takes after Gujarat:73% by FY17(vs. 80% in FY14), Maharashtra:2o% (i2%) and Others:7% (8%). With the full increase of waterfront terminals, the degree of street to-ocean transport is relied upon to decrease to 80:20 versus 95:5 now, getting expense funds".

Lessening of debts+High money flows+Dividends:Company in the course of the last few years have effectively pared its obligation from around wooers to pretty much 500crs.It found the middle value of working money streams of more than 1.70cr throughout the last five years.What is the greatest edge of security in a company?Obviously the dividends.Management has implied of a profit next financial which can again prompted a rerating."Do you know the main thing that provides for me delight? It's to see my profits coming in." - John D. Rockefeller.

Increase in promoter stake:Promoters over the last four years have swallowed 20% stake through market purchases.Every single year for the last few years,they exhausted the maximum permisable limit of 5%.Present stake stands at 71%(already acquired 5% for the present fiscal),Its of an easy assumption that the remaining 4% stake too would be acquired in the next fiscal.When you own the company(insider) and you are on buying spree it only hints at the things to come.Hiking of promoters stake gives tremendous amount of confidence and conviction.

Entry of reputed MF:Reliance Mutual Fund A/C Long Term Equity Fund recently has bought 32.65 lakh shares in the company for an average price of Rs 44.50.With the performance expected to better in near future as just a matter of time before other similar biggies plunge in to have a bite of the counter.

Saturday, 17 October 2015

Aro Granite NSE: AROGRANITE – A Cheap, But High Value Growth Stock ..... LARGEST EXPORTER & SMART CITIES BENIFICIAL




There is difference between analyzing a stock and researching a stock. This stock story is the perfect case study for it. Nowadays, where anything and everything to do with granites/ceramics/tiles is going out of roof, its very difficult to get cheap but high quality and high growth companies. If the research is not proper its easier to get into the trap of Madhavs and Stylamsz of the world.


Background: ARO Granite Industries started operations as a 100% Export Oriented Unit in 1991 for processing Polished / Flamed/modular Granite Tiles & Slabs. It is engaged in manufacturing of modular granite tiles and granite random slabs. It is a star export house; exporting to around 30 countries like North and South America, Europe (UK, Germany, the Netherlands, Italy), Africa, Greece, Portugal , Iran and the Far East. Their plants are strategically located and therefore, it gets direct access to quarries in South India, which are known for the finest and widest range of appealing granites. The company has installed the most sophisticated and environment-friendly granite processing machinery imported from Italy.


Past Great Future Even Better: Last year company completed yet another expansion plan (they have to keep expanding because due to the high demand of their products, they are almost always running full capacity – it’s the best part), complete effect of which will be seen this year. As per my interaction with the management the company would become debt free this year(ex-working capital debt). This would be strong bottom-line booster. This quarter promoters have freed all their shares from the pledge too. Revenues have almost doubled in last four years and bottom-line has more than doubled. The management is very upbeat about the growth prospects moving forward and there’s a reason to it. According to them, if they could double both topline and bottomline, inspite of recessionary trends in the world, now that world economy, and especially domestic economy, is picking up, “bettering” what they have achieved so far should be a piece of cake. Most of their growth has come, courtesy export markets but they could also start focusing on domestic market if they see smart cities project actually taking off. This could take the growth to another level.


Why To Buy: The Company has been very consistent with dividends and has also been rewarding shareholder with regular bonuses and is available at extremely compelling valuations of less than 4.2 times trailing PE. The company would keep bettering on the growth moving forward and would be a clear beneficiary of word economy picking up and smart cities project could be the icing on cake. The company would becomedebt free this year. With a lot of its raw materials being imported and most of the products exported, the company is naturally hedged against currency fluctuations. A point to note is that No other company in this sector has this level of natural hedge. It’s great because it saves finance costs. The company’s almost doubling its sales every four years and should better this moving forward. The company that’s consistently growing for last 10 yrs, regularly rewarding shareholders with bonus shares and dividends and is in one of the hottest sectors of the moment cannot keep on trading at these kinds of ridiculous valuations. The management quality is impeccable here. This is one stock that has not just survived but thrived in harsh business environmentand with improving business environment, the company can graduate to a new level altogether.


Super Compelling Valuations: With the current market cap of just 100cr and cash equivalents of more than 15cr + last near net profit of 21 cr + this quarter’s profit of more than 5cr, we are getting a company in 100cr with around 41cr of cash, This is a wonderful cash bargain. On top of it its being trading at a dirt cheap PE of just 4.2. Even doubling from these levels the stock would still be just 8.5 PE. Given that its peers are trading at anything between 20-80 PE and given the strong demand of its products, strong earning consistency and visibility the stock, backed by an ethical managementshould get strongly re-rated in near future. Even something like Asian granito (whose net profits have actually reduced by 30% in last five years instead of growing) is trading at 15 PE and orient bell (whose profits have actually been on a downtrend in last 4-5 yrs) is trading at 86 PE – think about it.