Friday, 8 January 2016

FIRST HIDDEN GEM OF 2016 .... LINKED WITH SMART CITIES .... SAME STORY COMES TO MY MIND WHEN I PICKED HITACHI HOMES AT Rs.110 AND NILKAMAL AT Rs.160 .... NOW WE FOCUSING ON :::::::: Schneider Electric Infrastructure Limited (SEIL) MNC COMPANY

SMART INVESTORS PICKS QUALITY STOCKS IN FALLING MARKETS TO EARN MAXIMUM:::::::: WE FEEL THIS STOCK ONE MUST HOLD IN THEIR CORE PORTFOLIO FOR MAXIMUM GAINS::::::::SOON BIG PLAYERS ENTERING THIS BEAUTIFUL STOCK

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.