Monday, 10 April 2017

D-LINK ................CONNECTING WITH WHOLE UNIVERSE ................. POTENTIAL MULTIBAGGER

D-Link India is engaged in the marketing and distribution of networking products in India and SAARC region. The Company’s product offerings extend across all areas of network infrastructure including switches, security cameras, wireless routers, IP surveillance, and structured cabling. The Company is involved in manufacture and sales of Networking equipments like Wireless routers, LAN cables, Switch, Hubs, etc.
Recently they have added innovative products like networked CCTV, Cloud based storage, wifi extender, tablets etc.
The company does seem to have a monopoly in terms of brand name and marketing in the networking domain. In my circle of competence I have observed Dlink being used in LAN/ OFC cables, Switches, Hubs, Wifi Routers etc,

D-Link India is a subsidiary of D-Link Corporation (Parent), a Taiwanese company which (indirectly) holds 51.02% stake in D-Link India and operates in over 80+ countries.
PRODUCTS & SERVICES
SHIFT FROM VOICE CALLING to DATA SERVICES (i.e. broadband, 3G/ 4G). Over the next few years, I expect internet enabled calls to completely replace voice calling. The fact that homes, offices and digital work culture makes us more dependent on wi-fi (or internet). Further, with time more and more people are going to opt for broadband/ wi-fi connections at homes and offices. D-link also provides security and surveillance equipment including cameras and home automation equipment. I am bullish on security and surveillance related themes also.


D-LINK :::::::: POTENTIALLY SET TO LINK DEVICES OF 20 MILLION DIGITAL CONSUMERS OVER NEXT FEW YEARS. CAN BE A POTENTIAL 5000 Cr + REVENUE OPPORTUNITY

CURRENTLY  FINANCIAL HEALTH
REVENUE 700 Cr
PROFIT 21.50 Cr
EPS Rs. 7
RESERVES 146 Cr
DEBT FREE
MARKET CAP 532 Cr
MNC COMPANY


Drivers of Wi-Fi Data Consumption
  • Young and tech savvy population of India;
  • Easy affordability of smart phones.
  • Faster data networks available through Wi-Fi in comparison to 3G/4G Plans;
  • Less radiation (approx 36%) than telecom towers.
  • DIGITAL INDIA 
  • CASHLESS ECONOMY 
D-Link is well placed to take advantage from the internet boom in India (especially through Wi-Fi) with its portfolio of innovative product offerings. Rapid expansion of broadband spectrum has given the Company a new opportunity to look at Tier II/Tier III cities.
Government Initiatives
Significant government initiatives like ‘Digital India’ and ‘Smart Cities Project’ are aggressively promoting broadband usage in the country and driving the demand of networking products.
The government is focusing on making the Internet a reality for the rural population and providing access to e-governance, e-education, e-medicine, e-banking, using new technology. These efforts of the government will boost the demand and production of routers, switches, wireless broadband (WiFi and LTE).

STUDY OF YOUR OWN ........
JAI SHREE SHYAM !!!!!!!


Monday, 3 April 2017

NEW HIDDEN GEM :::::::::::: SHILP GRAVURES LIMITED ::::::::::::READY TO TAKE A STRONG LEAP IN PACKAGING INDUSTRY





About The Company

Shilp Gravures Ltd established in 1993 is a leader in elector-mechanical engraving, with a market share of exceeding 40% for flexible packaging industry in India.
 The company is headed by the technocrat Patel's, Headquartered in Ahmedabad the company also has offices in Mumbai,Delhi & Chennai.

About Business
The company is engaged in the manufacturing of gravure cylinders which are used for roto-gravure printing, Roto-gravure printing is vastly used by flexible packaging sector.
It's also used in various applications beside flex packaging including pvc flooring, speciality coatings and etc.
The company also has a flexo plate processing unit equipped with DuPont Cyrel 2001P one of worlds finest digital plate processor producing plates of up to 42x60 inch / 106x152cm - The first to produce this size which is the largest available in South Asia.
The company uses technology provided by ESKO and AGFADOTRIX for pre-press that helps designing and creating rapid repeats of matching designs.
The company has strong 300+ clientele which includes giant companies/brands like "HUL, Britannia, Amul, Nestle, Cadbury, Tata Tea, Pepsi, Haldiram, Lehar Foods, Reliance, P&G, Colgate, ITC, Mcdowell's etc".

FINANCIAL ANALYSIS
This company is the market leader and only directly listed player in this high-entry barrier industry.

Trading around Rs 111 with a market cap of under 70 crores.
Current P/E is around 22 considering the half yearly nos and promoter holding is strong at 60.39%.

EQUITY CAPITAL 6.15 Cr
RESERVES 40.69 Cr
CASH 10 Cr (IN BOOKS)
DEBT 19 Cr

SALES 61 Cr
PROFIT MARGIN 15%
EPS Rs.5.05 PER SHARE 

The company as seen above is consistently paying dividend track record.

The packaged food industry is the 5th Largest sector in India. The Indian packaged food industry is worth $ 39.7 billion and is expected to more than double by 2025. India presently is ranked 5th in the world and 2nd in Asia and with per capita consumption of 24 kg per year the market is yet to boom and is only at the early stage. India is also the 4th largest market for beverages in Asia with a consumption of 22 bn litre of drinks (soft/hard).

With the new Food Safety & Standard Regulations focusing on the quality of packaging, It is set to boost the sales of reliable flexible packaging.

With the New Govt. at centre, Weakening inflation and Make In India plans there are hopes that soon there will be a rise in the disposable income among young Indians which will boost the sales of packaged foods.

  
While packaging stocks are over the moon already India's largest and only listed player in it's packaging related industry "SHILP GRAVURES LTD"
 Not to forget that SHILP's clientele includes one of India's largest FMCG player.

Mudar Patherya Recommends Five Multibagger Stocks Which Are “Gems In The Making”

# Out of 5 stocks Shilp GRAVURES LIMITED LOOKS PROMISING

# ACE INVESTOR ALSO PICKED THIS STOCK AS RARE GEM 2 YEARS BACK


Note: The volumes in SHILP are very thin and buy on DIPS. OUR TARGET Rs 150 SHORT TERM ....... Rs.250 MEDIUM 2 LONG TERM

Saturday, 1 April 2017

PERFORMANCE TILL DATE .............. Thanks For following SUPERBHIDDENGEMS

# JK PAPER Rs.34 TO Rs.102 .......3 TIMES
#GRANULES (10 PAID UP) Rs. 280 TO Rs.1510 .......5 TIMES
#SPARC 160 TO 350 ...........1 TIME
#NILKAMAL Rs.180 TO 2030 .............11 TIMES
#RAYMOND Rs.360 TO 672 ..........1 TIME
# IGARSHI MOTOR Rs.220 TO 700.............3 TIMES
# EID PARRY Rs.140 TO 309 ............1 TIME
# THIRUMALAI CHEMICAL Rs.90 TO 984 ...........10 TIMES
#CUPID Rs.17 TO 450 ..............30 TIMES
#GUFIC BIO Rs.6 TO 72 ...........12 TIMES
#TRIDENT Rs.23 TO 90 ..........3 TIMES
#GUJ BORROSIL Rs.8 TO 99 .............11 TIMES
# MOSCHIP Rs.5 TO 45 ............9 TIMES
# LOVABLE Rs.320 TO 245 DOWN 30%
#FINOLEX CABLE Rs.124 TO 510 ...........3 TIMES
#ESCORTS Rs.125 T0 550 ...........3 TIMES
#FUTURE CONSUMER Rs.5 TO 31 ...........6 TIMES
#KAYA ..Rs.510 TO 1300
#WONDERELA Rs.240 to 420 
#HBL POWER Rs.13 TO 56..........4 TIMES
#GRAUER WEIL 20 TO 41 ..........1 TIME
#PREMIER EXPLOSIVE Rs.174 TO 510.............2 TIMES
# FRESH TROOP Rs.18 TO 140............7 TIMES
# UJAAS Rs.21 TO 50+............1 TIME
# IFB AGRO Rs.280 - 510+ ............1 TIME
#MCLEOD RUSSEL Rs.240 TO 160 .........DOWN 40%
#RAM RATTAN WIRES Rs. 42 TO 110 -------2 TIMES
# ARVIND Rs.240 TO 410 ( EXCLUDING ARVIND INFRA)

PERFORMANCE OF STOCKS RECOMMENDED IN 2014 TILL NOW