SHAPING INDIA TOWARDS SUPER POWER :)

DREAM TO SEE INDIA NEXT SUPER POWER --- " DREAM Is Not What You See In Sleep ..... Is The Thing Which Dosen't Let You Sleep "

Many FII Brokerage Houses See GDP may be hit Due to DEMONETISATION .....But We don't see More then 0.50-1% impact on GDP .....That is also For Shorter Span Of Time 2 Qtrs Maximum ..... We always Forget We Are Developing Nation ..... Our Demand may Halt For 2-3 Months Once Money Circulation Will Be okay We will Be Again Back On Track. Being a Fundamental Analyst we see Growth Prospects, Earnings of the Company.....Right Now in One or Two Qtrs We might see some Halt in Revenue Growth as well as Bottom Line due to Lack of Demand, But once money cycle will be okay again they Come Back with Full Force.

Whatever Money Government is Going to Collect as Taxes on Black money is Going to be Spent On You ..... In the Form Of Good INFRASTRUCTURE, MEDICAL FACILITIES etc.

We See Government will Boost Our Economy By Giving different types of Sops to Industry as Well as Business Community in Forthcoming Budget. TAX BENEFITS.

Public and industry at Large Can also be Benefited due to Lower Interest rates .... Easy Finance availability .....which will ultimately Boost the Demand. 

When I was in MBA ..... FIRST lesson is FINANCE is the LIFE BLOOD OF ANY BUSINESS & COUNTRY LIKE INDIA WHICH IS DEVELOPING AND GROWING FASTER ..... DEMAND IS LONG LASTING.

BUY QUALITY ..... ALREADY MANY BLUECHIPS CORRECTED 30-40% ...... We don't See Nifty Below 7500 and Sensex Below 24500 .....Buy In slots don't buy in one Go. 

WE SUPPORT PM ......NYC STEP TO PROVIDE CLEAN ECONOMY TO OUR FUTURE GENERATIONS. 

SMALL CHANGE TODAY ....... BETTER FUTURE TOMORROW 

CHANGING ENVIRONMENT....... FUTURE IS BRIGHTER FOR GAS COMPANIES

TODAY NO ONE SEE BIG GAME CHANGER GAME IN GAS SECTOR .............WITH TIME WHOLE INDIA WILL RUN FOR THIS SECTOR!!!

EDUCATIONAL PURPOSE ------ Can OPTIEMUS INFRACOM LIMITED Will Be INDIAN FOXCON In Making ????

Optiemus infracom Bse code 530135

India's Foxcon in making Optiemus infracom

Best and profitable business

History

The company was involved in distribution of Samsung mobiles however due to drop in sales for Samsung and low margin in distribution company, they decided to manufacture handsets in India .

They have tied up with wistron the fortune 500 company, who manufactures mobile for Apple, Google etc.

Best part is that the company got breakeven within the 1st month of manufacturing mobile.

One can refer to

http://m.focustaiwan.tw/news/aeco/201608200010.aspx

The margin on manufacturing would be around 12-18% as compared to 2% earned earlier as they would be also making PCB printed circuit board.

The results from manufacturing would be announced in September quarter. The share price is expected to be big in Future.

Initially company have capacity of 6 lakhs handset per month which is expected to grow around 10 Lacs by end of March 2017 and 20 lacs by mid of 2018.

Key cliental

HTC, Oppo, one plus and LG

Additional facts

Besides manufacturing they also have a plan for single service center for all major mobile brands.

One can refer to management speak below

It is a matter of great pride for us to actively contribute to the growing manufacturing ecosystem in the country. Embarking on this new journey, we intend to emerge as one of the top three contract manufacturers in the country in the next years. Our collective expertise in design, manufacturing, distribution, retail and after sales services will provide a holistic solution for brands in India.

Soon company will also be exporting mobiles from India .

http://economictimes.indiatimes.com/tech/hardware/chinese-korean-smartphone-companies-look-at-sourcing-from-india/articleshow/52950245.cms

Company Subsidaries & Business

Promoter holding 75% 

Ganpati Bappa Morya :)

Ganpati Bappa Morya  

CONSUMPTION THEME & GOOD MONSOON BENIFICARY .............HIDDEN GEM "LT FOODS"

We feels that food product companies has got good potential in India and LT Foods is a company which is available at PE multiple of 10, which is very reasonable valuations. LT Foods has its rice mill factory at three locations which is Sonipat, Amritsar and Bhopal. The brands of the company are Daawat and Heritage. This company has a strong distribution network not only in India but also overseas. About six years back this company acquired a US company called Kusha Inc, which has got a 48% market share of the US rice market. This has been a big positive for LT Foods.If we see financials of the company, EPS of about Rs 22-24. So the stock is currently trading close to Rs 242, which is available at a PE multiple of 10. Recently the India Agri-Business fund advised by Rabo Equity advisors has taken a stake not just in LT foods but also in one of the subsidiaries of LT Foods which is Daawat Foods Ltd. Given all these factors the food product companies have got good potential in India and LT foods is a company which is available at PE multiple of 10 and this is available at very reasonable valuations compared to its Peers. Big Players also Invested in this sector because consumption is ongoing Process.

Note-- Study this company of Your own Before Investing .......Educational Purpose

ALL PORTFOLIO STOCK " ADANI TRANSMISSION " POWER + GAS ...... SOON ENTERING GAS TRANSMISSION ALL OVER INDIA AS WELL

LARGEST PRIVATE COMPANY INTO TRANSMISSION OF POWER .......ENTERING GAS DISTRIBUTION PAN INDIA ...... http://www.adanitransmission.com/AT Rs.30 STOCK IS AVAILABLE AT THROW AWAY PRICES OUR TGT Rs.75/90/120 IN 15 MONTHS 

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