Friday 24 November 2017

SECTORS ONE CAN LOOK FOR 2018


# INFRA ( CIVIL CONSTRUCTION)
# HOUSING

#CEMENT
#PLYBOARD
#CERAMICS
#RAILWAY

#SANITATION

ALL THESE SECTORS LOOKS HOT FOR 2018
Telegram -------------- www.telegram.me/SUPERBHIDDENGEMS

FREE OF COST ...........NO CHARGES ..........JAI HIND :) 



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.

Friday 5 May 2017

AGRICULTURE BACKBONE OF INDIAN ECONOMY ----- WE PICKED GSFC & DEEPAK FERTILIZER FOR INVESTMENT

WE ALWAYS LIKE AGRO BASED STOCKS WHICH HAVE POTENTIAL TO FETCH YOU GOOD RETURNS........ IN LAST 3 YEARS WE RECOMMENDED FEW AGRO THEME STOCKS ESCORTS @ 124 NOW 590+, MANGALORE CHEM 56 NOW 80+ & NFL @ 26 NOW 84 

AGRICULTURE IS BACKBONE OF INDIAN ECONOMY
RURAL INDIA CONTRIBUTES MAXIMUM IN GDP

TODAY WE PICKED TWO FERTILIZER STOCKS ........ ONE OF THE LEADERS

# DEEPAK DEEPAK FERTILIZERS & PETROCHEMICALS CORPORATION LIMITED
FINANCIAL SNAPSHOT
REVENUE Rs.4232 Cr
PROFIT Rs.121Cr
RESERVES Rs.1511 Cr
DEBT RS.1874 Cr
EPS Rs.15 PER SHARE
BOOK VALUE Rs.181 PER SHARE
INDUSTRY P/E 22

FOR MEDIUM TERM GAINS ONE CAN BUY FOR TARGET OF Rs.400+

# GSFC 
FINANCIAL SNAPSHOT
REVENUE Rs.6163 Cr
PROFIT Rs.379 Cr
RESERVES Rs.4658 Cr
DEBT Rs.1190 Cr
EPS Rs.9.30 PER SHARE
BOOK VALUE Rs.118 PER SHARE

HUGE POTENTIAL TO BE DOUBLE FROM CURRENT VALUATIONS. OUR TARGET Rs.225+ IN MEDIUM TERM



# BIG PLAYERS FOCUSING AGRO BASED STOCKS
http://rakesh-jhunjhunwala.in/dolly-khanna-gives-green-signal-to-buy-fertilizer-stocks/
http://rakesh-jhunjhunwala.in/dolly-khanna-buys-porinju-veliyaths-multibagger-stock-pick/


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