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"



Thursday, 3 August 2017

MICRO-CAP BIG IDEA .......... TANFAC INDUSTRIES LIMITED (ADITYA BIRLA GROUP COMAPANY)

Scripscan:TANFAC Industries Ltd
CMP:67
Code:506854
Tanfac Industries Limited (TIL) was incorporated in 1974 by Tamil Nadu Industrial Development Corporation (TIDCO) as a joint sector company along with L. Narayanan Chettiar. Chettiar later withdrew from the project and the Aditya Birla Group became the co-promoter with a 25% stake in 1980. While the company is a joint venture between TIDCO and the Aditya Birla Group, the management control vests with the Aditya Birla Group. The company manufactures aluminum fluoride (AF), anhydrous hydrogen fluoride (HF), sulphuric acid and specialty fluorides. These inorganic fluorinebased chemicals have vital applications in industries such as aluminum smelting, petroleum refining, refrigerant gases, steel re-rolling, glass, ceramics, sugar, fertilizers, and heavy water. 


Tanfac, one of India's largest suppliers of Fluorine chemicals, is a Joint Sector Company promoted by The Aditya Birla Group of Companies i.e. Grasim Industries Limited, Hindalco Industries Limited, Pilani Industries & Investment Corporation Limited (PI&ICL) and Tamilnadu Industrial Development Corporation (TIDCO). Its plant and facilities are spread over 60 acres in the chemical complex of SIPCOT at Cuddalore near Pondicherry, about 200 kms from Chennai, India .


Tanfac is engaged in the manufacture of inorganic Fluorine based chemicals such as Aluminium Fluoride,Anhydrous Hydrofluoric acid,Sodium Silico Fluoride,Ammonium Bifluoride,Potassium Fluoride,Cryolite and various other Organic Fluorine based chemicals.

TIL’s manufacturing plant and facilities are spread over 60 acres in the chemical complex of SIPCOT at Cuddalore near Pondicherry. It has technical collaborations with Davy Process (formerly BUSS AG), Switzerland for ALF3 and Chenco, Germany for hydrofluoric acid. Currently, company has an installed capacity of 15600 tpa each for ALF3 & AHF, 75000 tonne for sulphuric acid and 3400 tonne for specialty fluorides. It also has an ISO 9001, 14001, & TPM certification. Being an Aditya Birla group company, Hindalco is its major customer apart from NALCO. Besides, nearly 30% of the production is being exported to to countries across the globe including USA, Europe, Australia, New Zealand, Singapore, Thailand and Middle East. Notably, aluminium industry worldwide has been growing at a fast pace and this has led to a significant improvement in demand for aluminium fluoride. Since 60% of company’s revenue comes from ALF3, this augurs well for TIL. Further, it is expected to maintain its growth momentum in coming years as it has undertaken new market initiatives, new products launch, capacity expansion of existing production and cost savings from process improvement schemes. In the current year, company is planning to launch four new value added products. Company starting trading in carbon credits, which will generate additional revenue.


RATIONAL BEHIND PICKING UP THIS GEM ---------- 
#ADITYA BIRLA GROUP IS NOT SMALL NAME
#COMPANY PERFORMANCE ALSO GOOD
#ALUMINIUM INDUSTRY DOING EXCEPTIONALLY WELL
#HUGE DEMAND FOR THEIR PRODUCTS

JAI SHREE SHYAM!!!!!!!!

www.telegram.me/SUPERBHIDDENGEMS

HOPE U REMEMBER AB MONEY WE PICKED @ 27 BUCKS NOW 130


Note: The above is not a research report but information as available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that i might have TANFAC INDUSTRIES Ltd in my portfolio and hence my point of view can be biased. Readers should consult their financial advisory before any investments.

Wednesday, 5 July 2017

AFTER HUGE SUCCESS FROM OUR RECENT PICKS CORDS CABLE, KAMDHENU ISPAT, ARCHID PLY, ADF FOODS,IB VENTURE MANY MORE ............. NOW FOCUSING ON " KOHINOOR FOODS" FOR 80-100% UPSIDE IN 6 MONTHS TGT Rs.120-150+

VIRGIN STOCK (STRONG BRAND)------ KOHINOOR FOODS LIMITED

Kohinoor Foods Limited (KFL), engaged in the business of manufacturing, trading and marketing of food products, offers its products under “Kohinoor” brand name. The brand is preferred by connoisseurs across the globe ranging from the United States, Canada, Australia, New Zealand and the United Kingdom to the Middle East and South East Asian countries.

The company is engaged in providing rice and food business. Its Basmati Rice includes Premium Basmati, Organic Basmati, Brown Basmati, Special Rice and Sela (Parboil) Basmati. Its packaged food includes dairy, biscuits and cookies, pickles, dry fruits and rice brain oil. Its Green Grown products include Organic Products and Healthy Products.

KFL also offers Ready to Eat Curries & Meals, Readymade Gravies, Cooking Pastes, Chutney’s, Spices and Seasonings to Frozen Breads, Ghee, Snacks & Paneer (Indian Cottage Cheese), healthy grains, edible oils.

The company has two 100% fully owned subsidiaries – Kohinoor Foods Inc., operating from New Jersey, USA that looks after the North American and Canadian markets, and Indo European Foods Limited, in the UK with headquarters in London, that looks after besides UK, the European markets. The joint-venture company Al Dahra Kohinoor LLC operating from Dubai, UAE takes care of the markets in the Middle East.

Kohinoor Foods Ltd. embarked upon its journey in 1989. Since then it has been treating every milestone achieved as a stepping stone to go past another one. Today, in India and in over 60 countries, consumer's lives have been touched by not only some of the finest basmati rice brands, but also a wide assortment of food products that includes Basmati Rice, Wheat Flour, Ready to Eat Curries & Meals, Simmer Sauces, Cooking Pastes to Spices, Seasonings and Frozen Food. We have further expanded our product basket to Pure Ghee, Paneer (Indian Cottage Cheese), Ready Mixes, Namkeens & Sweets. It’s a feat that Kohinoor Foods Ltd. pulled off by spreading the authentic India flavour across the globe. Thereby becoming a well-known food giant with one of the most powerful brand in its stable – “Kohinoor”.



At present, the company’s offerings are preferred by connoisseurs across the globe - from the USA, Canada, Australia, New Zealand and the UK to the Middle East and South East Asian countries. And they adorn the shelves of reputed retail chains like Booker Cash n Carry, TESCO, Sainsbury’s, ASDA, Morrisons in UK, Krogers, Costco, BJs & Whole Foods in the US, Wal-Mart in Canada, Kobe Bussan in Japan, Coles in Australia, Woolworths & Foodstuff in New Zealand, Mustafa in Singapore, Parknshop in Hong Kong, Shoprite in South Africa and Carrefour, Geant, Lulu, Tamimi & Panda in Middle East. To be a globally competitive organisation, Kohinoor Foods Ltd. has strategic bases in the US, the UK and the Middle East. The company has two 100% fully owned subsidiaries – Kohinoor Foods Inc., operating from New Jersey, USA that looks after the North American and Canadian markets, and Indo European Foods Limited, in the UK with headquarters in London, that looks after besides UK, the European markets. The joint-venture company Al Dahra Kohinoor LLC operating from Dubai, UAE takes care of the markets in the Middle East.







Kohinoor Foods expects imports from Iran to start soon, this will be game changer for the company
Financial Snapshot

Company has equity capital of just Rs.35.24 crore supported by reserves of around Rs.380 crore.  Market Cap of the company is 251 Cr. The promoters hold 52.2% of the equity capital, 20% stake is held by Al Dahra International Investments of UAE, 3.92% is held by HNI’s. It has a share book value of Rs.75.69 & price to book value ratio is just 0.94 which is impressive. The company is trading at PE of 12.72 whereas industry PE is 24.26.