I think powerful operators have brought the price down to accumulate at lower prices. If this logic is correct, price should up after some time. It has happened several times in the past. Once price was brought down from about Rs. 98 to less than Rs. 45. All the regulatory authorities are helpless before operators.
Friday, 30 October 2015
Thursday, 29 October 2015
WATER BASE GOT POSITIVE RESULT
WATER BASE GOT POSITIVE RESULT BUY BUY BUY EVERY DEEP
Good results by waterbase plus good future details of exports etc stock should move upward from here waiting to see 200 mark. additionally there are only two companies avanti and waterbase in this field . so huge scope for growth. yoy excellent growth comparing yoy is the right metrics.I feel that we r digging too much.This could achieve a high of 97 on 15th September 2014.Afterwards it came back to a low 44 on December 2014.From ther this was strugling upto 60 level.From May 2015 onwards the upward journey startedand reached a life high of 176.90 on14th October 2015.This was achieved on the basis of consistance growth during the last 5 years and their future programmes on amalgmation of PINNE FEEDS by tripling their feed capacity by 2017..The fact we should remememberthat the movement was beyond the expection.My expection is this will trade between 140-160 level and no need for panicky.By 2017 they will be able achieve an EPS of 25 and can trade easily at 400.Hope for the best.
Tomorrow be up 10% due to the decent result,38.5 % increase in net profit , company making consistent profit, Q3 will be bumper leaveraging from recent takeover that increased its capacity 300%.
Watch out the below water base result.
Pond preparation, reconditioning & disinfection
Waterbase believes that the best practices result in the best yields. Pond reconditioning is one of the most important factors contributing to sustainable aquaculture yields, by reducing the possibility of toxic metabolites or pathogen from being transmitted to successive cycles.
Tuesday, 27 October 2015
ANOTHER MULTIBAGGER STOCK IS --PORWAL AUTO-- KEEP EYE ON THIS STOCK
ANOTHER MULTIBAGGER STOCK IS --PORWAL AUTO-- KEEP EYE ON THIS STOCK
BUY BUY AT THIS LABLE ONLY WHEN IT WILL JOURNY START -- NON STOP UP TO 35/-...
BUY BUY AT THIS LABLE ONLY WHEN IT WILL JOURNY START -- NON STOP UP TO 35/-...
GOOD DELEVERY % IN RAJOO ENGG
DEAR friends mark it, from 1.7.2015 till 26.10.2015 total 70 lakhs shares taken as delivery which is close to 85% of the total shares traded and around (13% of equity) in that particular period. Superb accumlation stock will multiply from here, It will give very hand some return 1 year, because fundamentally strong. Will see sustained growth. Fall in oil prices will help industry. Expect great returns. BUY BUY BUY AS MUCH AS YOU CAN Target 45/- S/L 13/50.. GOOD LUCK....
Monday, 26 October 2015
WATCH TO-- RAJOO ENGG--
IT WILL TOUCH 18/50 IN 10 DAYS
Good to see a rajoo climbing after a long time Still a long journey to go One should hold for minimum 1 years to get some very good returns.
Good to see a rajoo climbing after a long time Still a long journey to go One should hold for minimum 1 years to get some very good returns.
Friday, 23 October 2015
WATER BASE--REALY A GOOD SHARE--
PATIENCE IS WELTH CREATER .. .In Worst case it can retest 142/-
Those who believe waterbase ,long term investors will add on dips.No need to say this.Applying logic is must in share market.No one delivers a baby in a day,it takes 9 months to deliver,but poor guys except share market to give 500 times returns in one week,one month.They have to grow first.patience and time is wealth,not only in share market even in personal and professional life.God bless all the good guys.. HOLD THIS STOCK...
Those who believe waterbase ,long term investors will add on dips.No need to say this.Applying logic is must in share market.No one delivers a baby in a day,it takes 9 months to deliver,but poor guys except share market to give 500 times returns in one week,one month.They have to grow first.patience and time is wealth,not only in share market even in personal and professional life.God bless all the good guys.. HOLD THIS STOCK...
Wednesday, 21 October 2015
XCHANGING SOL-- IS BIG MULTIBAGGER STOCK
XCHANGING SOLUTION LTD:
SOME POINT TO PONDER FROM U.K.BASED CAPITA PLC FOR AQUIRING XCHANGING PLC U.K
Xchanging , is worth Rs 90 plus in the current mkt..Promoters holding abt 75%.. It will jump Upper Circuit for the next two Trading sessions also..Do not Sell..
The Offer values , the entire issued and to be issued share capital of Xchanging at approximately £412 million, and represents a premium of approximately:
1-44 per cent. to the Closing Price of 111 pence per Xchanging Share on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period;
2-52 per cent. to the average Closing Price of 105 pence per Xchanging Share for the three months ended on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period; and
3-64 per cent. to the average Closing Price of 98 pence per Xchanging Share for the month ended on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period.
The acquisition of Xchanging by Capita is consistent with Capita`s stated strategy of acquiring businesses that build capability in existing operations, allow Capita to enter new attractive industry segments and enhance its future organic growth potential.
4-The Capita Board believes that the acquisition would:
5-position Capita as one of the leading providers of technology-enabled business process services ("BPS") in the attractive international insurance and asset administration industries;
6- provide a stronger platform for Xchanging to accelerate sales growth and to develop its software, technology and procurement solutions under Capita`s stewardship; and
7- enable Capita to secure at least £35 million in cost synergy benefits driven by head office, shared services and IT efficiencies in FY2017, at a cost of around £20 million in the first 12 months after acquisition.
8- The Offer is expected to be immediately earnings accretive for Capita and to deliver returns significantly in excess of Capita`s cost of capital.
Capita is a leading UK provider of technology-enabled customer and business process services ("BPS") and integrated professional support services. With 68,000 people at over 400 sites, including 80 business centres across the UK, Europe, India and South Africa, Capita uses its expertise, infrastructure and scale benefits to transform its clients` services, driving down costs and adding value. Capita is quoted on the London Stock Exchange (CPI.L), and is a constituent of the FTSE 100 with 2014 revenue of £4.4 billion.
9- Xchanging is a business technology and services provider. Xchanging uses innovation, technology and customer and market insight to provide differentiated solutions to its customers
Hey all broaders., ...the acquirer needs to take 25% of shareholding to make the open offer successful...dis 25% is completely held by public hence offer will not b successful plus the price dey r paying is peanuts....so the price will rise for few sessions...
ICICI Securities Limited has submitted to the Exchange a copy of Open offer ("Offer") for acquisition of up to 27,850,929 fully paid-up equity shares of face value of INR 10 (Indian Rupees ten) each ("Equity Shares"), representing 25% (twenty five percent) of the fully diluted voting equity share capital of Xchanging Solutions Limited ("Target Company") by Capita plc ("Acquirer") along with Ventura (India) Private Limited, in its capacity as the person acting in concert with the Acquirer ("PAC"), from the Public Shareholders of the Target Company. Save and except for the PAC, no other person is acting in concert with the Acquirer for the purpose of this Offer.
SOME POINT TO PONDER FROM U.K.BASED CAPITA PLC FOR AQUIRING XCHANGING PLC U.K
Xchanging , is worth Rs 90 plus in the current mkt..Promoters holding abt 75%.. It will jump Upper Circuit for the next two Trading sessions also..Do not Sell..
The Offer values , the entire issued and to be issued share capital of Xchanging at approximately £412 million, and represents a premium of approximately:
1-44 per cent. to the Closing Price of 111 pence per Xchanging Share on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period;
2-52 per cent. to the average Closing Price of 105 pence per Xchanging Share for the three months ended on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period; and
3-64 per cent. to the average Closing Price of 98 pence per Xchanging Share for the month ended on 2 October 2015, being the last Business Day prior to the commencement of the Offer Period.
The acquisition of Xchanging by Capita is consistent with Capita`s stated strategy of acquiring businesses that build capability in existing operations, allow Capita to enter new attractive industry segments and enhance its future organic growth potential.
4-The Capita Board believes that the acquisition would:
5-position Capita as one of the leading providers of technology-enabled business process services ("BPS") in the attractive international insurance and asset administration industries;
6- provide a stronger platform for Xchanging to accelerate sales growth and to develop its software, technology and procurement solutions under Capita`s stewardship; and
7- enable Capita to secure at least £35 million in cost synergy benefits driven by head office, shared services and IT efficiencies in FY2017, at a cost of around £20 million in the first 12 months after acquisition.
8- The Offer is expected to be immediately earnings accretive for Capita and to deliver returns significantly in excess of Capita`s cost of capital.
Capita is a leading UK provider of technology-enabled customer and business process services ("BPS") and integrated professional support services. With 68,000 people at over 400 sites, including 80 business centres across the UK, Europe, India and South Africa, Capita uses its expertise, infrastructure and scale benefits to transform its clients` services, driving down costs and adding value. Capita is quoted on the London Stock Exchange (CPI.L), and is a constituent of the FTSE 100 with 2014 revenue of £4.4 billion.
9- Xchanging is a business technology and services provider. Xchanging uses innovation, technology and customer and market insight to provide differentiated solutions to its customers
Hey all broaders., ...the acquirer needs to take 25% of shareholding to make the open offer successful...dis 25% is completely held by public hence offer will not b successful plus the price dey r paying is peanuts....so the price will rise for few sessions...
ICICI Securities Limited has submitted to the Exchange a copy of Open offer ("Offer") for acquisition of up to 27,850,929 fully paid-up equity shares of face value of INR 10 (Indian Rupees ten) each ("Equity Shares"), representing 25% (twenty five percent) of the fully diluted voting equity share capital of Xchanging Solutions Limited ("Target Company") by Capita plc ("Acquirer") along with Ventura (India) Private Limited, in its capacity as the person acting in concert with the Acquirer ("PAC"), from the Public Shareholders of the Target Company. Save and except for the PAC, no other person is acting in concert with the Acquirer for the purpose of this Offer.
NITESH STATES---
THIS IS A LONGTERM INVESTMENT FOR HANDSOME RETURN,,,, MARK MY WORD
93% delivery yesterday This been accumulated for a long time with high delivery on a daily basis. Surely it will break all negativity and reach new high. I think you always want to see rajoo in greed ;) Thats not going to work in stick market. You need to wait for next couple of quarter results to see some rally based on the growth and profits. I would suggest you to accumulate this on declines and add on to your portfolio. Wait for minimum 2 years to get decent returns. By the way Rajoo engineers is doing good in terms of expansion. Look at their facebook page which will give you lots of insights about the company. Cheers...
93% delivery yesterday This been accumulated for a long time with high delivery on a daily basis. Surely it will break all negativity and reach new high. I think you always want to see rajoo in greed ;) Thats not going to work in stick market. You need to wait for next couple of quarter results to see some rally based on the growth and profits. I would suggest you to accumulate this on declines and add on to your portfolio. Wait for minimum 2 years to get decent returns. By the way Rajoo engineers is doing good in terms of expansion. Look at their facebook page which will give you lots of insights about the company. Cheers...
WATER BASE --
WATER BASE,,
At this valuation even after the capital dilution, increase in sales (36 crores) and factoring in no capex due to capacity expansion and increase in operating margins the company needs to increase its sales by a minimum 30 percent year on year.That quantum of sales growth unfortunately is not to be seen last year. If they do not grow as fast this should go back to Rs. 100 which is a decent valuation.
At this valuation even after the capital dilution, increase in sales (36 crores) and factoring in no capex due to capacity expansion and increase in operating margins the company needs to increase its sales by a minimum 30 percent year on year.That quantum of sales growth unfortunately is not to be seen last year. If they do not grow as fast this should go back to Rs. 100 which is a decent valuation.
MMTC Ltd Stock Expectation
If you are having this stock, you can hold it for 2 years if you are loss else i would tell you to exit from it as the last 4 quarter report suggest not good quarters. So its recovery is not soon and difficult.
If you are in loss, you can put a stop loss at 38 and expect in 59-60 exit from half of shares. If the quarter results good, a recovery is possible of small extent
If you are in loss, you can put a stop loss at 38 and expect in 59-60 exit from half of shares. If the quarter results good, a recovery is possible of small extent
L & T Finance Stock Trend
This is a good stock, as the company is having good credential & financial position.
If you want to hold for 3-5 yrs, there is good scope for the company, however there may be some pressure but for long term, its good to hold.
If you want to hold for 3-5 yrs, there is good scope for the company, however there may be some pressure but for long term, its good to hold.
BUY-- NITESH STATES --
NOW all script jump from all time low to high around 30%return. except this script. ready to jump any time 20%.because all pledge share released and high book value and low share price.
Tuesday, 20 October 2015
NITESH STATES
DEAR FRIENDS RESULT IS ON 6Th NOV,
I think it`s cross all time high .may be one uc. because last two its operates low and up and low with volume. 10%play. so don`t panic. wait a month. some surprise happen.
I think it`s cross all time high .may be one uc. because last two its operates low and up and low with volume. 10%play. so don`t panic. wait a month. some surprise happen.
Monday, 19 October 2015
Few Stocks to Look For
Amtek Auto - Relation with jp morgan - 48.50 / 42 (Stop Loss)
Indigo - IPO , Rerating is expected - 431/ 410 ( Stop Loss )
HCL - Quaterly result is good- 880 / 848 ( Stop Loss )
NBCC - the company got 126 crore dollar- 1058/ 1000 ( Stop Loss )
Reliance - Purchase- 980/ 951 ( Stop Loss )
Indigo - IPO , Rerating is expected - 431/ 410 ( Stop Loss )
HCL - Quaterly result is good- 880 / 848 ( Stop Loss )
NBCC - the company got 126 crore dollar- 1058/ 1000 ( Stop Loss )
Reliance - Purchase- 980/ 951 ( Stop Loss )
Rolta India Stock Expectation
If you are having the stock, and are in loss and you are a active trader, i would tell you to leave stock and go for media stock.
Trading should be discipline and risk management so Taking 1%- 2% risk.
Trading should be discipline and risk management so Taking 1%- 2% risk.
Adani Power stock expectation
The current move is good, After the fall in the march 2015, the stock has returned well and the volume is also good. It is having 25 as its support level.
If you have the stock and want to hold, 36-37 is expected for long term putting 25 as stop loss.
If you have the stock and want to hold, 36-37 is expected for long term putting 25 as stop loss.
UB Holdings Stock Expectation
If you are having the stock, and you are planning for long term hold, you can hold it. The share has the bullish nature. Also the classic tech pattern is there se Rs 40 is expected. The stock was good support in For 3-4 Years.
You can hold, its good as the range of 60-65 is possible in next 1.5 - 2 yrs
You can hold, its good as the range of 60-65 is possible in next 1.5 - 2 yrs
Eros Internation Stock Expectation
In the last 1 - 1.5 years, the stock was seen good and the rally was good. Also the retracement level was good. This quarter is good as its the festive season and movie releases and so the sector is good.
530-535 is expected. If you have the share you can hold it.
LOOK LOOK TO NITESH STATES--
Nitesh Estates Ltd has informed BSE that a meeting of the Board of Directors of the Company is scheduled to be held on November 06, 2015, to consider and approve the unaudited financial results of the Company for the quarter ended September 30, 2015.
INVEST For, 22/- in 6 month
INVEST For, 22/- in 6 month
Friday, 16 October 2015
ANOTHER STOK IS -NITESH STATES -- GOOD FUNDAMENTAL
Nitesh Estates Limited has informed the Exchange that the Trading Window of the Company shall remain closed from from the Opening of Trading Hours on October 19, 2015 till the close of Trading Hours on November 09, 2015 (Both days inclusive).
Golden Touch by Goldman Sach. Stigma of pledged shares have been totally removed. That shows strength of Corporate governance of the company and renewed financial independence. Threat of a flooding by pledged shares is gone for Now. Next would be improved performance in Q3 by realisation of finished product sales. My target next would be a sustained close above 20/- which will launch Nitesh to higher realms of potential Bluechip of twenties. Cheers to sound investment and lots of well earned wealth.!!!!!!
Nitesh Estates had completed one mall project in Pune koregaon rent revenue started from next month aprro Rs45 crores per annum one more project to be in completion in bangalore mall already booked 75 project for rent will start in the month of March 2016 approRs 65 crores per annum - My target for Nitesh Estates is Rs 25 for the short term with a stoploss of Rs 14/- - My target for Nitesh Estates is Rs 25 for the short term with a stoploss of Rs 15/-...
Golden Touch by Goldman Sach. Stigma of pledged shares have been totally removed. That shows strength of Corporate governance of the company and renewed financial independence. Threat of a flooding by pledged shares is gone for Now. Next would be improved performance in Q3 by realisation of finished product sales. My target next would be a sustained close above 20/- which will launch Nitesh to higher realms of potential Bluechip of twenties. Cheers to sound investment and lots of well earned wealth.!!!!!!
Nitesh Estates had completed one mall project in Pune koregaon rent revenue started from next month aprro Rs45 crores per annum one more project to be in completion in bangalore mall already booked 75 project for rent will start in the month of March 2016 approRs 65 crores per annum - My target for Nitesh Estates is Rs 25 for the short term with a stoploss of Rs 14/- - My target for Nitesh Estates is Rs 25 for the short term with a stoploss of Rs 15/-...
WATER BASE
DEEPLY WATCH IT -RESULT OF WATER BASE Q2nd IS ON 29 OCT..
| |||||||||
GUJRAT THEMISE IS SO SOUND STOCK
DEAR FRIENDS WHAT I HAD TOLD BEFORE 3 4 DAYS...
I THINK IT will go upto 70/- today. korea promoter planned to invest more. exclusive
Gujarat Themis has entered into an agreement with Lupin to supply finished products during April 15- March 2018 . so great earnings visibility.. good growth company..
All fundamentals improving with networth turned positive this year itself which was estimated for 2018.. Company on growth track .. Three digit figures can be seen in short term
Gujarat Themis is pharma co based in mumbai having plant at gujrat. The promoters are yuhan corp. ( south korea) and pharma business groug( PBA). PBA is consortium of five drug co. Themis, Kopran, Anant & co., Cadila health ( zydus) and lyka lab. It is in manufacturing of API on job work. Its main products are lovastatin and Tuberclosis Medicine..
Gujarat Themis has entered into an agreement with Lupin to supply finished products during April 15- March 2018 . so great earnings visibility.. good growth company..
I THINK IT will go upto 70/- today. korea promoter planned to invest more. exclusive
Gujarat Themis has entered into an agreement with Lupin to supply finished products during April 15- March 2018 . so great earnings visibility.. good growth company..
All fundamentals improving with networth turned positive this year itself which was estimated for 2018.. Company on growth track .. Three digit figures can be seen in short term
Gujarat Themis is pharma co based in mumbai having plant at gujrat. The promoters are yuhan corp. ( south korea) and pharma business groug( PBA). PBA is consortium of five drug co. Themis, Kopran, Anant & co., Cadila health ( zydus) and lyka lab. It is in manufacturing of API on job work. Its main products are lovastatin and Tuberclosis Medicine..
Gujarat Themis has entered into an agreement with Lupin to supply finished products during April 15- March 2018 . so great earnings visibility.. good growth company..
Thursday, 15 October 2015
DEAR FRIENDS WATCH ANOTHER STOCK IS--GUJARAT THEMIS BIOSYN LTD (506879) :- HIDDEN GEM Dear readers,
LUPIN LAB MAY HELP TO THIS STOCK
Before buying a stock take advice from certified person.
"GUJARAT THEMIS BIOSYN LTD"
India’s first company to start commercial production of Anti-tuberculosis drug Rifampicin
Incorporated in 1981 as a joint sector company with GIIC Ltd. and Chemosyn (P) Ltd. Commenced production in August, 1985 by producing Erythromycin and Erythromycin salts and formulations. The Company was taken over during June 1991 by Pharmaceutical Business Group (India) Ltd. (PBG); a unique consortium of five competing drug Companies – Themis Medicare Ltd., Kopran Ltd., Anant & Co., Cadila Health Care Ltd. (Zydus) and Lyka Labs Ltd.. The Company entered into Technical & Financial collaboration with Yuhan Corporation, South Korea. With Yuhan’s know-how, GTBL became India’s first Company to start commercial production of Anti-tuberculosis drug Rifampicin.
Group Companies
| |||||||||
http://www.gtbl.in/group-companies/#
http://www.themismedicare.com/
http://www.yuhan.co.kr/Main/
PRODUCTS
1. Rifamycin-S an intermediate for “Rifampicin” on treatment of Tuberculosis (TB)
2. Lovastatin
Promoter holding 74.99% ( 48.50% Indian and 26.49% foreign group), company posted 32cr top line and 4.5cr bottom line with 3.12EPS in fy 2014-15.
ABOUT FOREIGN PROMOTER GROUP :- YUHAN
After returning from the USA in 1925, Dr. Ilhan New witnessed the hardship in his country under Japanese imperialism. He founded the Yuhan corporation in 1926 with the belief that only healthy people could reclaim their sovereignty and he sought to solve widespread public health problems. Over 80 years, the founding creed to make the best medicines and contribute to public health has been succeeded by us through our intense research and development activities and successful collaboration with multinational pharmaceutical companies. As a result, Yuhan is one of the most respected companies in Korea for 20 consecutive years, according to the annual Korean Management Association Consulting (KMAC) survey.
Stock trading only in BSE @ 52/- level, long term investor can buy @ current price and add more in correction (if any) this one stock can give huge profits in portfolio.
52/60 key levels.. one positive news and Gujarat Themis will cross these resistances...
WEBSITE YUHAN HERE
WEBSITE GUJ THEMIS HERE
SHARE HOLDING PATTERN HERE
Before buying a stock take advice from certified person.
Disclosure :- I am holding this company shares.
( WATER BASE GROWTH ). PLEASE go through Investor presentation of Waterbase
PLEASE go through Investor presentation of Waterbase
Waterbase is amazing company with compound sales growth over 39% ,with bottom line growth of 51% and with return on equity around 18 % with opm around 10% for last 3 years ..always have confidence to be part of this business ..
Please go through Investor presentation of Waterbase and do your homework regarding your " Risk tolearnce" and your objective of buying Waterbase.Only after that you take your decisions. I can take more risk and I am responsible for my loss or profit.
Likewise you should be responsible for your loss and profit .
Read analysis and take informations from all sources.But take your own decisions.
Right or Wrong ---- decisions MUST be taken.
Best of Luck !!
Waterbase is amazing company with compound sales growth over 39% ,with bottom line growth of 51% and with return on equity around 18 % with opm around 10% for last 3 years ..always have confidence to be part of this business ..
Please go through Investor presentation of Waterbase and do your homework regarding your " Risk tolearnce" and your objective of buying Waterbase.Only after that you take your decisions. I can take more risk and I am responsible for my loss or profit.
Likewise you should be responsible for your loss and profit .
Read analysis and take informations from all sources.But take your own decisions.
Right or Wrong ---- decisions MUST be taken.
Best of Luck !!
Wednesday, 14 October 2015
GOOD FUNDAMENTAL STOCK--RAJOO ENGG--- DO NOT FORGOT THIS
Rajoo Engineers – Smartness and Innovation Personified !!
Background: In the rush for Gold
during the great California gold rush of 1850s, the real winners were not the
gold diggers but the people who made shovel for these gold diggers. Therefore,
smart investors don’t dig for gold (all are doing that), but they are selling
shovels. Similarly, in today’s plastic led boom, the real winners would be
those innovative companies who are creating machines to cater to this industry.
Plastics represents one of the ubiquitous raw materials that finds use in a
wide gamut of industries ranging from packaging, agriculture, infrastructure,
construction, automotive, industrial manufacturing equipment, to mechanical
engineering. The global plastics industry is witnessing continuous shift of
production bases to low-cost countries specifically india. This coupled with
increasing foreign investments, and rise in the number of new manufacturing establishments
are presenting Asia-Pacific as a prime driver of growth in the plastics
industry. Packaging sector is one of the major consumers of plastics followed
by agriculture and infrastructure. Apart from being used as a substitute for
traditional materials, plastic packaging is being increasingly used in personal
care products, packaged foods and beverages markets.
Investment in plastics processing sector, specifically in
extrusion is around Rs. 29,600 crores till date and further investment is
expected as under : ( Source CPMA)
– 2015-16 – Rs. 3346 crores
– 2016-17 – Rs. 4028 crores
With its strong engineering skills and language advantage,
similar to the IT and automobile industry, India has become an outsourcing hub
for supply of parts and assemblies to the developed economies. Rajoo is taking
advantage of this opportunity by supplying to manufacturers in Europe, Russia,
USA and francophone countries.
The
Company: Rajoo Engineers is one of “the” most
innovative companies in
its space. Rajoo is in the capital goods sector, manufacturing plastic
processing machines specifically, extrusion and post extrusion machines for
producing films, sheets and various thermoformed and vacuum formed products.
With the growing demand for plastic newer players are coming and existing one’s
are ramping up the capacity. Plus given the nature of plastic industry, the
technology up gradation also has to be done relatively frequently. The plastic
industry is a relatively low margin industry and therefore, there’s always demand
for faster, efficient (low energy consumption) and cutting edge (i.e. one with
higher level of automation) machinery.
Rajoo engineers has been obsessed with creating technically
superior products. Whenever they have found a roadblock in
terms of R&D Rajoo has managed to forgeexcellent partnerships with World
leading foreign firms like Bausano Holding SRL Itlay, Hosokawa Alpine of
Germany and Commodore of USA. These partnerships have delivered
the goods for Rajoo and coupled with Rajoo’s excellent execution capabilities the company has managed to thrash
its rivals and
have grown quite strongly whereas its rivals have been struggling.
It has been able to successfully absorb and indigenize the technology from its
foreign partners and that has ensured that Rajoo’s tradition of delivering
highly cost effective, cutting edge products in record
delivery times is
continued. No wonder that when its more mighty peers
have not grown at all in
last 4-5 yrs, Rajoo’s turnover has more than doubled to over
101cr in last five years and the profits have improved significantly which is in stark contrast to its
rivals where their turnover or profits have hardly changed. Rajoo Engineers has
a wide range of products like, Monolayer and Multilayer brown films, downward
extrusion Brown Film lines, Thermoforming & PS Foam Vacuum Forming
Machines, PS/PE Foam Extrusion Lines, Twin Screw PVC Pipe Plant, PP Nonwoven
Fabric Making Machines , Drip Irrigation Pipe Plant For Dripper Flat And Round
Dripper and these products find application in Flexible packaging, Agriculture,
Infrastructure, Automobile, White Goods, Stationary, Technical Textile and
Healthcare.
Rajoo
The Leader:
§ India’s biggest and one of the world’s largest suppliers of ‘end-to-end thermoforming
solutions’.
§ Market leader in blown film
lines,
sheet lines and thermoformers in the Indian sub-continent
§ Repeat business of around 60% is a
clear indication of the satisfaction levels of existing customers. Almost half
is export repeat business and is from US, Germany, UK that standout as
acceptance by the most stringent and developed markets of the world.
§ Rajoo Has the widest
range of mono and multilayer blown film lines
§ The first Indian company to introduce foamed sheet line and thermoformers in the country.
Technical
Collaborations:
1. Bausano&Figli, Italy (www.bausano.it)- Rajoo entered into a Joint Venture with Bausano&Figli, Italy
along which it formed a JV caled Rajoo Bausano Extrusion Pvt. Ltd. Rajoo
successfully capitalized the technology for effective production of PVC pipes
and profiles in India.
2. Commodore LLC., USA (www.commodoresolutions.com)- With the objective of being the first
Indian company to
introduce foamed sheet line and thermoformers inn the country, Rajoo entered
into a technical collaboration with theleading world player Commodore LLC.
Commodore brought its experience of more than 25 years in extrusion technology,
especially for PS foam extrusion and thermoforming.
3. Hosokawa Alpine AG, Germany (www.alpinehosokawa.com)
– A technical collaboration
with HOSOKAWA ALPINE of Germany (one of the most reputed companies globally in blown film
technology) was formed to produce ‘hybrid’ solutions with the
Alpine technology at the Rajoo’s manufacturing site at Rajkot and would serve
the markets in India and Anglophone Africa.
Valuations: Rajoo, has a track record
of very strong consistent dividend payout.
Contrary to extreme slowdown in the industry the Rajoo,
has shown strong growthand is expected the increase the pace of
growth in future. No wonder the promoters have increased their holding
from 48.86% to 67.86% in
last four years. The company also has a very healthy interest coverage ratio of above 10%. The stock is available
at very reasonable low double digit multiple whereas its growth-less peers are
quoting at much higher pe.The stock in H1
FY15 has given a 31%
increase in sales YoY and profits haveincreased 217% for the same period. What is phenomenal is
that their strongest quarter of the year is yet to come.
One of the reasons for the stock to be ignored by the markets is that it is
small cap along with the fact that earlier it was trading below rs 10 (just
like vidhi), but what people “fortunately” (for investors like us) ignore is
that it’s a FV 1 stock. Hence, thankfully, the stock is undiscovered with no
big investors as yet.
Technicals: The stock has given a
multi-year breakout and inspite of all the market mayhem, it made a new multi-year
high very recently. Stock is looking supremely bullish.
If somebody is betting on capital goods industry and
infrastructure revival, this is one best proxy for it.
RAJOO ENGG-- slowly moving up. slow and steady is good for any script
Rajoo Engineers is in Huge Consolidation Phase for the last 3 months time any time it can blast like Waterbase,Guj Borosil, Leher, nitinspiner, vidy etc
Dont forget that it is also recommended by Acetrader Investor Blog
Extrusion machinery maker Rajoo Engineers Ltd. is setting up a development center for barrier films research in Gujarat in March, hoping to expand that market in India from primarily edible oil packaging to other foods.
“The center would showcase the application of barrier films beyond edible oil packaging,” said Rajoo President Sunil Jain. “It would also provide services like skill development and training, development of barrier packaging material and raw material testing.”
Rajoo moving on the right track. But need patience for those invested. If possible we should add on rajoo to our portfolio since it will give multi bagger returns.
Dont forget that it is also recommended by Acetrader Investor Blog
Extrusion machinery maker Rajoo Engineers Ltd. is setting up a development center for barrier films research in Gujarat in March, hoping to expand that market in India from primarily edible oil packaging to other foods.
“The center would showcase the application of barrier films beyond edible oil packaging,” said Rajoo President Sunil Jain. “It would also provide services like skill development and training, development of barrier packaging material and raw material testing.”
Rajoo moving on the right track. But need patience for those invested. If possible we should add on rajoo to our portfolio since it will give multi bagger returns.
water base
fundamentally and technically strong
KOPRAN
I got a good return in short term but looking very attractive in long term also. - My target for Kopran is Rs 105/- for the long term with a stoploss of Rs 45...
WATER BASE SOUND FUNDAMENTAL AND
As expected it`s bull run is continuing with new highs coming almost every 3-5 days... I picked it up first at 48/- Rs... sold at 82/- picked up again at 132/- Rs and holding it for 2-3 Yrs... bull run in waterbase is confirmed and attention would shift from avanti feeds to Waterbase which has a very good chance to become multibagger for next 2-3 years...It soon waterbase would be on radar of analysts once merger is completed. Surely this is going to be the multibagger for next 2-3 years and we may see the similar kind of rally we have seen in Avanti Feeds...Same rally we will see in WATER BASE-- Financials should not be the problem I think... the way it has grown up in the last 5 years if it continues I am sure we are going to see much higher levels in waterbase.. Best of luck...
DELIVERY %
Good delivery volume of 46% today with 2 lakh shares in delivery ..correction may or may not..will love holding as long as possible until something that deteriorates its business happens
DELIVERY %
Good delivery volume of 46% today with 2 lakh shares in delivery ..correction may or may not..will love holding as long as possible until something that deteriorates its business happens
Tuesday, 13 October 2015
WATCH WATER BASE--
`EXCITEMENT` DEAR --
If waterbase can close around 151 --it will be closing above upper bollinger band.That will add extra-fuel to this bull trajectory
If waterbase can close around 151 --it will be closing above upper bollinger band.That will add extra-fuel to this bull trajectory
ANOTHER MULTIBAGGER STOCK IS-- NITESH STETES--
BUY THIS STOCK FOR GOOD RETURN
Nitesh is the most under-rated and undervalued scrip in the whole market. Volumes show that those who hold them do not want to part with it. Its the HOPE of 20,000 people. Only so many hold this gem as on date and they know it. Accumulate when its cheap. Pull out this message next year this time and it would be on the other side of 50 and one more year hence it would be a centurion. Cheers to sound investments.
Good news..
No pledged shares from promoter side......might be very less real estate companies have this situation as of today..
Nitesh is the most under-rated and undervalued scrip in the whole market. Volumes show that those who hold them do not want to part with it. Its the HOPE of 20,000 people. Only so many hold this gem as on date and they know it. Accumulate when its cheap. Pull out this message next year this time and it would be on the other side of 50 and one more year hence it would be a centurion. Cheers to sound investments.
Good news..
No pledged shares from promoter side......might be very less real estate companies have this situation as of today..
| Jun-2015 | Mar-2015 | Dec-2014 | Sep-2014 | Jun-2014 | |
| Promoter and Promoter Group | 46.51% | 46.51% | 46.36% | 46.34% | 46.34% |
| Indian | 46.51% | 46.51% | 46.36% | 46.34% | 46.34% |
| Foreign | -- | -- | -- | -- | -- |
| Public | 53.49% | 53.49% | 53.64% | 53.66% | 53.66% |
| Institutions | 25.11% | 25.12% | 25.86% | 26.92% | 27.14% |
| FII | 17.63% | 17.63% | 18.37% | 18.38% | 18.35% |
| DII | 7.48% | 7.49% | 7.49% | 8.54% | 8.79% |
| Non Institutions | 28.38% | 28.37% | 27.78% | 26.74% | 26.52% |
| Bodies Corporate | 7.99% | 8.89% | 8.56% | 9.46% | 9.77% |
| Custodians | -- | -- | -- | -- | -- |
| Total | 14,58,32,100 | 14,58,32,100 | 14,58,32,100 | 14,58,32,100 | 14,58,32,100 |
Subscribe to:
Posts (Atom)
