Shree Ashtavinayak Cine Vision

Ruchira Papers Ltd:-Good bet in the paper sector

Scripscan:Ruchira Papers Ltd
Cmp:18
Target:24
Percentage return:30%
Duration:4-6 months

Story:Five points to qualify ruchira as a good short term buy.

1)Ruchira Papers' manufactures kraft paper, which is largely used by the packaging industry.Ruchira started with Kraft paper production in 1983 with capacity of just 2300 tonnes per annum which has been now expanded to 52,800 tonnes.The company enjoys locational advantages as it is situated near the hub of agricultural activity

2)The company has recently hiked its prices and hopes to report a turnover of not less than 250crs.Last year, Ruchira had incurred losses but with commissioning of Cogen and Chemical Recovery plant, its operations have turned highly profitable.

3) The company has big plans into the writing and printing paper segment, which is on an uptrend.With the governments focus on education and scope for improvement in literacy levels, revenue growth prospects appear to be bright.

4)Ruchira has made a strong turnaround in Q1 and has achived PAT of 4.12 as against loss in previous year. Presently, it WPP plant is operating at more than 100% capacity and Kraft paper plant at nearly 90% capacity. Price of its main raw material i.e. agro-residue and agro-waste have come down leading to enhancement of profit margins.The company further expects a 40% drop in its basis raw material prices which would help it to achieve a healthy 30% margin.

5)Ruchira papers should report a profit of 16crs for the full fiscal which gives an EPS of 7rs.At present price of 18 its quoting at a PE of less than 3 times its 6 month forward earnings.The scrip therefore is highly undervalued and merits an investment at present prices.





Shree Ashtavinayak Cine Vision
cmp 40.25
Target: 300
Duration: 8-12 Months

Shree Ashtavinayak Cine Vision Limited is attractively poised in this scenario. Its integrated approach, corporatised structure, strong balance sheet and a professional, capable team are catalysts to a higher than average growth in the future. This will not only lead to the creation of one of the most respected companies in the industry from India, but also to create lasting content with progressively enhancing value.

Shree Ashtavinayak Cinevision Ltd
Tees Maar Khan Hindi General. Friday 24, Dec 2010	Golmaal 3 Hindi Comedy Friday 05, Nov 2010	Dabangg Hindi Action Friday 10, Sep 2010

Deccan Gold Mines Ltd:-A proxy play to gold

Scripscan:Deccan Gold Mines Ltd
Cmp:23
Code:512068
Target:27.60
Return:20%
Duration:3-4 months.

Story:Why I like it at present juncture:-

1)Deccan gold mine is the only listed company engaged in the gold exploration sector.Deccan gold has got close to about 10,000 square kilometer of prospective blocks in different states.

2)India produces just 3 tonne of gold per annum as compared to 300 tonne, produced by Australia.Gold mining business is just like the oil exploration business, where there is a high degree of uncertainty involved. Nobody knows whether the amount that is being spent for the exploration process will really yield any results or will have to be written off.But these company is something which can yield windfalls of gains in the long run.

3)Even if deccan gold gets no mines people would always look at it to be the proxy play.The management has guided a revenue figure of around 300-400crs for 12-13.

4)As the industry has got a very high operating margin even if deccan gold delivers half of that revenue it would attract tremendous buying attention from all sorts of investors fraternity.

5)They have recently hinted of finding some gold which is yet to be reflected in the stock price.Its a good tradeable counter too which often falls to 22-23 to inch up to levels of 25-28.Downside to me looks very limited and I put a short term buy on it with a target price of 27.60 to be achieved within the next 3-4 months.

ABC India Ltd:-A good small cap bet

Scripscan:ABC India Ltd
cmp:143
Code: 520123

Story:ABC India Limited provides logistic services in India. It owns a fleet of trucks, hydraulic trailers, and prime movers. The company offers material logistic, in-plant logistic, import-export logistic, and distribution/sales logistic services. ABC India also undertakes turnkey projects, representing various services, including port handling, customs clearing, and multi-modal transportation by road/rail/barge, as well as offers international freight forwarding services. It operates approximately 200 offices and 15,000 cubic meters of storage space in India. In addition, the company operates a petrol pump at Pune. ABC India, through its 24 % joint venture interest in Nissin ABC Logistics Pvt. Limited, engages in logistic service business. The company, formerly known as Assam Bengal Carriers Limited, was founded in 1963 and is based in Kolkata.Numbers so far from the company hasnt been inspiring at all but what caught my eye was the entry of Mr Madhusudan Kela in the company,one of the finest stock market expert who some months bought 170000 shares from the open market.Abc also bagged a huge 150crs order very recently.Abc india has got a tiny marketcap and with Kela's entry and with the bulging order book position it should reach higher levels in the coming days.Keep the counter in your radar folks better days are ahead.A good buy altogether.

btw:Have posted the same note when it was 90 but at 140 odd too it merits an investment.

Concurrent(India)Infrastructure Ltd:-The Multibagger

Scripscan:Concurrent(India)Infrastructure Ltd
cmp:21
Target:80-120
Duration:12-18 months

Story:A satisfied soul indeed after a long point of time.Why?Check down:-

Concurrent recently decided to withdraw from the transaction that the Company has entered with M/s. Kazi Aviation & Travel Services.Further the Board has decided to withdraw from pursuing Sikkim Hydro Power Project, Srilanka Projects and JV entered with Prince of Kingdom of Saudi Arabia for a JV in Ground Handling Services in Saudi Arabia.

Consequences:No revenue impact,no blackmailing,no headache.Imagine you bag your "contracts through your rich contacts" and they start to blackmail you for money,bigtime money.If you stick to your integrity they backstabs you.Poor concurrent being no exception of this horrendous offence.It did everything to contain the blackmailers but they kept on stressing the company for money,huge money.Anyways let bygones be bygones,sanity prevails from now on and nobody can question about the company again.Marketcap eroded a lot but the lesson too has been learnt.Concurrent gets a new lease of life and mind you its set to roar.

Now lets answer few basic questions.

1)Srilanka gone,saudi and spdc gone too.What is the order book of this company then?

ans)It boast of several hundred crores of order book which is many times higher the revenues of its last fiscal fy09-10.So huge revenue visibility which should catapult the company in the top league.Please don't ask now from where and how it bagged so much of orders.Concurrent announces the orders and the gossip mongers start to dance with their acts dismissing it as false and irrelevant.I would be immensely satisfied if in near future it refrains from announcing any orders and stuff in the public domain.The results should speak for the company.

2)What would be the revenues and profits for the next few years?What would be the EPS?

ans)The company delivered 65 Cr top-line in FY2010 and is expecting 250-300 Cr in FY2011, 400 Cr in FY2012 and over 500 Cr the following fiscal. The NPM would vary in the range of 8-20% for their verticals.Calculate the profits folks.10%-12% NPM can be taken as an average which would translate into an EPS of 11.5-14 for 2012-13.

3)Where do you see the price after 12-18 months.

ans)On a PE metric for a zero debt diversified infra company it should be in the range of 80-120rs.Assign your own target folks as per your comfort.At the present price of 21 its quoting at a ridiculous PE of less than 3 times its 6 months forward earnings.Thats cheap man,realy really mouth watering valuations.

Now let me defend few allegations:-

1)Arun mukherjee and co are selling concurrent bigtime.They made fat profits and offlate are seen in bar with bollywood cheer girls.

ans)Lolz...Check out from the share registrar of the company.Am here for the long haul,been in the markets for last 8-9 years now,a witness of severe volatility and innumerable ups and downs but someone who has been a winner so far.I am with concurrent atleast for the next 2-3 years(Intent to buy much more).I believe it posses the potential to multiply my money several times in the coming years.Oh ya never been to a bar till date.

2)Allegation:-K.Sudhir is laundering money,another Ramalinga raju in making.

Ans)Such is the passion and commitment of this guy he doesn't even draw a single penny to his home when he can easily draw 30-35 lakhs per annum."Ceo's remuneration for the last two fiscal has been "NIL".Sounds absurd?Never even heard about such once in a galaxy cases rite?Satisfy yourself by glancing through the recent annual report.Rather than answering he questions one,"I can make 1 cr with that 20 lakhs.So why would I draw that figure when I don't require it?Happy with the answer?

My remark:-Its only a matter of time before India Inc notices the gem.Its only a matter of time when the shareholder base increases to a lakh from high 4 digits.

3)Allegation:-The CEO is making stories and dumping his shares to gullible public.

ans)Those were inter Dp transfer to his employees where he transferred around 3.3 lakh shares to his employees in 2-3 tranches.Why?For motivation,for giving them the ownership feel.How many of you went through the fineprint of its agm update?It clearly says the owner is planning to increase his stake by a massive 5% through warrants.Hell 5% is over 21 lakh shares and I believe the pricing would be done at 29-30rs.

My remark:-The owner knows most about his company and is putting 6.5crs from his pocket to increase his stake.Do I need to speak more?Jubilation cant wait folks.If the promoter can buy such a massive quantity at 30 why cant you at 20-21?Don't stammer now.Its such a confidence booster which immediately instills amazing conviction on the company.This single point itself is enough to defend the company against all odds.

Conclusion:-For a true watershed moment in a lifetime,stock markets retail fraternity has been clamouring for a small cap masterpiece that has the potential to be a 10-20 bagger and Concurrent India infra fills the gap.This is a company, as you have gleaned from the inescapably omnipresent penned note of mine time and again, about something which is set to retire you early.At some point one needs to get beyond these details and ask: who the hell is running this steroidal company?That is precisely what I did some months ago and spent three of the most engrossing hours of my life, listening to the life story of Mr K.Sudhir Babu.But sadly no matter how hard you work some hypocritical parasitic troglodytes would always try to pull you down.This is the case with our concurrent's ceo, K.sudhir babu.All of us,at some point in our life, have read the story of King Bruce and the spider -- the disappointed king who took heart from the spider, which fell many times to finally complete the Web.K.Sudhir.Babu, CEO of Concurrent India infra, is one such Bruce of the modern times.So, going ahead, if you are looking at someone who will help you become truly rich without taking a rupee's favour in return then the man in all probability is going to be KSB and his company Concurrent India infra. When you see a stock like Concurrent at a price of Rs 20-21 and a market cap of Rs 90 crore, it is not just another opportunity; it is a once-in-a-generation opportunity, especially when you factor in the growth that its set to witness in the coming years.Happy investing folks.

Cals Refineries Ltd:-Multibagger or multibegger?

Scripscan:Cals Refineries Ltd
code:526652
cmp:31 paisa(.30)

Story:Promoters acquired listed NBFC and planned to set up crude refinery.Equity bloated to 794 crs through GDR issue. Company is intending to import IInd hand plant from Germany. To finance the same, it wanted to raise USD 500 mn from overseas.However, due to bad market conditions, company may not succeed.Hence, implementation of project is uncertain. However,some strong operators are trying to take the share price up and scrip is being recommended by everyone in the share market to everyone else in the share market. Fundamentals of the company are nil.Promoters make grandiose plans although company may have no substance.Same promoters acquired Hitkari Fibres and renamed it as SRM Energy. Here, promoters are dreaming to set up 4000 MW Power Plant. It will be a miracle with zero financials can implement billion dollar projects. It can quote at a mere 30 paisa but still attracts a several hundered crores marketcap.I can run a nomenclature of my buddies who loves to trade in these stock.They opt for Cals Refineries at below 30-35 paisa to sell the same at nearly 50 paisa,i.e,a gain of over 40%.You people may just do the same and rake the moolah too but as I have mentioned chances are the bet getting dumped resulting loss of entire money.Cals do have humangous aggressive expansion plans but I have got decent doubt regarding the projects materialization.Often in newspapers and local channels it comes with influencing ads to lure investors but the policy offlate has done little for them.So forget outlook or fundamentals,If you have to trade do trade else so many better high growth oriented scrips are there to pocket up.

Cera Sanitaryware Ltd:-Hidden gem

Scripscan:Cera Sanitaryware Ltd
Bse code:532443
Cmp:170
Target:255
Percentage return:50%
Duration:9-12 months

Story:Five points to qualify Cera as a great medium to long term buy.

1)Cera Sanitaryware Ltd is the third largest sanitaryware manufacturing company in the country.Industry leaders fascinates me a great deal and when the sector is verge of a boom period, adds up the icing in the cake.The company, which enjoys 20 per cent share of Rs 1000 crore organised sanitaryware market in India, has already taken up substantial expansion in last four year involving an investment of Rs 53 crore. It is now in the process of setting up a green field plant to make faucets, popularly known as CP fittings, with a production capacity of 2500 pieces per day at Kadi, where it already has its existing facility for sanitarywares.The plant is expected to be operational anyday now.

2)In order to cash in on the equity of CERA brand, the Company has also ventured into other bathroom related products like showers, tubs, etc. mainly sourced from reputed manufacturers. Apart from this, the Company has also started retailing premium Italian designer tiles in North India through its showroom Cera Vogue in Delhi.All this developments are expected to catapult the company in the top league.

3)Cera is pursuing overseas acquisition to expand its footprint and capture a larger global customer base. The company is in dialogue with leading European faucets and sanitaryware brand with intension of acquiring two super premium brands.There is major growth on cards with Cera becoming a complete bathroom solutions company.So we have a global player in our hand now folks.

4)Over the past 6 years, Cera has grown its topline by about 25% and bottomline by about 50% annualized.Wow,consistency backed by a strong visionary entrepreneur with huge fire in belly to make a hell lot of wealth for his shareholders.The company is further expected to grow atleast by 35% CAGR for the next 3 years.Gosh,we have a definite big wealth creator in our hand.

5)Cera should be a 500crs company in the next 3 years.Management is neat, dynamic and investor friendly.Cera generates good amount of cash flows to take care of its capex requirements.Valuation wise its quoting at low single digit PE its one year forward earnings.In the next 3-4 years it should be a 4-5 bagger.For a horizion of 9-12 months expect a return of 50% or a target of 255rs.

Sree Jayalakshmi Autospin Ltd

 TARGET:40

DURATION:1MONTH

 

 

Sree Jayalakshmi Autospin Limited was originally incorporated as a
 Private Limited Company on 4.3.91 and subsequently was converted into
 a Public Limited Company on 13.04.1994.  The main object of the
 company is to carry on business of ginning and spinning of cotton
 yarn.  In the first phase, the company has established an industrial
 unit engaged in cotton ginning in July 1994.  It is located in
 premises leased from Vijayalakshmi Oil Mills on a monthly lease
 rentals of Rs. 6,500/.  There are no over dues in the payment of
 lease rentals.  
 
 The existing ginning unit is assisted by Karnataka State Financial
 Corporation to the extent of Rs. 9.86 lakhs. This unit has commenced
 commercial production from July 1994. Now, the company intends to
 establish spinning unit as a forward integration.
 
 2003
 
 -Sree Jayalakshmi Autospin Ltd has informed BSE that Sri B K
 Rajashekarappa and Sri R Manjunath, Directors have resigned from the
 Company's Board.The following directors have been appointed as
 directors from January 29, 2003.
 
 1. Smt U Gangamma
 2. Smt U Vijayaprabhakar
 3. Sri Eswar V Patil
 4. Sri Viswanath K Mamani
 5. Sri K Srikanth
 
 2004
 
 -Sree Jayalakshmi Auto Spin - Re-Starting of manufacturing activity

HOLD THE BELOW WRITTEN STOCKS FOR LONG TERM 

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530519 INTERFACE FN
532092 SAGARPROD
530889 ALKA INDIA
506874 SHREEJAL
530769 VENUS UNIVER
532117 PLATI CORP
532161 BAFFIN ENG.
532113 BRIJLAXMI LE
532031 SARANG CHEM.
532367 KANIKA INFO.
531812 SGN TELECOMS
517471 KOA TOOL IN
523387 TRITON CORP.
531752 WELLWORTH OV
530445 SUMERU IND

COUNTRY CLUB INDIA LTD

1. Country club India ltd is a 2 rupee face value hotel company2. Book value of country club India ltd is 79.73 so I think @19 this is a value buy for long term.3. Promoter holding in country club India is 49.69 % and FII hold 9.08 %
4. Strong bulk deal in buying side also shown in this share.
5. You may visit company site at http://www.countryclubindia.net/
6.
 I have no any share of country club India ltd; this is not a buying 
advice read disclaimer in this site before take any decision.  

SHAKTI PRESS LTD

1. shakti press ltd is a 10 rupee face value share with BSE group B this is a Comm. Printing/Stationery company.2. Book value of Shakti press ltd is 72.18 so this is the reason to choose it in fundamentally sound penny share series.3. Shakti press promoter holding 60.92 % so this is the second reason to choose it as fundamental sound series.4. Shakti press has six fully Independent production units. Reason of company low price is loss on balance sheet so I think when this company turn around in profit then this stock easily multiple from here.5. My holding is nil in Shakti press; this is my penny share diary only so not consider it at buying advice.

AFTEK LTD

AFTEK LTD is an IT SOFTWARE company with 2 rupee face value.

Aftek have 14.42 % promoter holding and FII holding 7.78 %, promoter holding is low but not very low like penny stocks.Promoter holding and FII holding pattern show that one day this IT Company is an easy takeover target or promoter may buy back their share for increase their holding.Domestic mutual funds also hold 1.61 % in aftek ltdBook value of aftek ltd is 67.80 so I think in this price of 16 this is really a value buy for usTHIS IS NOT AN BUYING ADVICE, THIS ARTICLE CONTAIN MY VIEW ONLY