Tuesday, 28 February 2017

HIDDEN GEM (INFRA SECTOR GOOD DAYS AHEAD) :::::::::: ACTION CONSTRUCTION EQUIPMENT (ACE) TECHNO-FUNDA PICK


Scripscan:Action Construction Equipment Ltd
CMP:55
Traded in:Nse-bse

Story:ACE manufactures mobile cranes, mobile tower cranes, loaders and backhoe loaders,Tractors.
Action Construction Equipment: The company is engaged in the manufacturing of mobile crane in India. It has entered into series of marketing tie-ups with leading foreign companies like Autogru PM-Italy, Zoomlion-China, Maber-Italy, Tigieffe SRL-Italy, which facilitate the availability of latest technology and machines from around the world.

 The material handling and construction equipment industry is witnessing substantial action with a thrust on the infrastructure sector. As per the Construction Industry Development Council, construction equipment accounts for up to 22-24% of the total project cost in sectors such as roads, power, dams etc.ACE derives 50-60% of its revenues from repeat orders and maintains an order book. Since this is not a long gestation business, orders are placed only 3-4 months prior to the expected requirement and hence, the order book does not accumulate like in other equipment sectors like power plants.While the company has a decent market share of 60% in the domestic market.The outlook for the company and the sector is quite strong. However, rising raw material prices remain a cause for concern.The company is expected to maintain its current growth rate and can improve its margins further, as revenues from tax-free zones add to its bottom line.

FUNDAMENTAL ANALYSIS 
Infrastructure activities are picking up quite rapidly. As Modi Goverment Main focus is on Infrastructure development. We are optimistic that the company would be able to maintain its numero uno position within the domestic pick-and-carry cranes segment. Further, the company's wide range of product offerings, wide pan-India distribution network, and recent cost cutting initiatives, put it in a strong position in comparison to its peers. Given the backdrop of strong earnings growth and RoE expansion potential, Financial Performance improving QOQ 2016-17E earnings per share of Rs 2.40 and arrive at a Price target of Rs 75-90 for the stock. (45-65% UPSIDE)
 
TECHNICAL ANALYSIS 

 Investors can Buy the stock, given good prospects of the infrastructure sector.

STUDY OF YOUR OWN ......... IF U BULLISH ON INFRA SECTOR AND HAVING FAITH MODI JI WILL DO FOR INFRA GROWTH YOU CAN'T IGNORE THIS LEADER.




Thursday, 23 February 2017

HIDDEN GEM :::::::::::: PILANI INVESTMENT (VIRGIN STOCK)


Pilani Investment and Industries Corporation Limited is an Investment Company registered with Reserve Bank of India as a Non- Banking Financial Company without accepting public deposits.

Share Capital 7.54 Cr......Reserves 878 Cr. Book Value Rs.1450 (approximately)


Hold Many blue chip investments listed and in unlisted space worth 11000 Cr as per Current Valuation. Pilani Investments if we calculate its Investments Valuation that comes around Rs.13000-13500 per Share. Which Makes this share attractive. 

PILANI INVESTMENT HOLDS HINDALCO 29185398 SHARE WORTH 525 Cr


PILANI INVESTMENT HOLDS CENTURY TEXTILES 34220520 SHARES WORTH 3250 Cr
PILANI INVESTMENT HOLDS KESORAM INDUSTRIES 27338750 SHARES WORTH 400 Cr
PILANI INVESTMENT HOLDS GRASIM 4324668 SHARES WORTH 430 Cr
PILANI INVESTMENT HOLDS ULTRATECH 2457309 SHARES WORTH 920 Cr


PILANI INVESTMENT HOLDS MANGALAM CEMENT 1120000 SHARES WORTH 33 Cr

PILANI INVESTMENT HOLDS 187098 SHARE WORTH 28 Cr
PILANI INVESTMENT HOLDS 187098 SHARES WORTH 3 Cr



#LISTED INVESTMENTS VALUATION 5500 Cr
#UNLISTED INVESTMENT VALUATION 4500 Cr
#RESERVES 900 Cr

NETWORTH AROUND 11000 Cr

ONE CAN STUDY THIS STOCK IF WE GIVE 75% DISCOUNT AS HOLDING COMPANY MEDIUM TERM TARGET AROUND Rs.3400-3550+ (100% UPSIDE) CMP Rs.1810

Tuesday, 14 February 2017

PORTFOLIO BUILDING .............. 8 STOCKS IDENTIFIED

# JBM AUTO -- ( MCAP 1100 Cr EPS Rs.13-14) TRIGGER ELECTRIC BUS

# RUBY MILLS --(MCAP 592 Cr EPS Rs.24) HUGE LAND BANK NEXT NESCO IN MAKING 

# PRICOL -- ( MCAP - 925 Cr ) LEADER IN AUTO ANCILLARY 160+

# LLOYD ELECTRIC -- (MCAP 1287 Cr EPS Rs.17) LEADER IN AIR CONDITIONERS, CONSUMER DURABLES, RAILWAY AIRCONDITIONERS SOON 450-500+

#GOODRICKE (MCAP 587 Cr EPS Rs.11) STRONG DOMESTIC BRAND IN TEA  450+

#RBL BANK -- TGT 600+

# VADILAL INDUSTIES ( MCAP 484 Cr EPS Rs,28 ) BUY ON DIPS STOCK BUY RANGE 550-620 TGT 850-900 

# UJJIVAN FINANCIAL ...... MICRO FINANCE

STUDY OF UR OWN BEFORE INVESTING ....... USE DIPS TO BUY QUALITY STOCKS