Wednesday, 2 December 2015

Tuesday, 1 December 2015

GUJRAT THEMISE IS VERY STRONG

Guj Themis, besides being an excellent fundamental high conviction pick for the medium-long term as a hefty multibagger.... short-term investors too can hv a look at it.... though this company too falls under the BSE regulation, thr is significant headroom for upside since its in 20% daily ckt limit... even if BSE revises the daily limit to 10%, still the stock can appreciate considerably....
Sending out a STRONG BUY signal @ CMP, and at all dips if any... :)

SCANE TO WATER BASE

Waterbase at Rs 118 , is a Buy , With increase in its capacity 3 fold frm next year onwards 
Installed capacity at 35,000 MTPA. Post merger of PFL, expected capacity will be 1,10,000 MTPA to be higher by 300% ,without any cash outgo or Additional Investment
Increase in scale expected to be margin accretive – incremental revenues to enhance return ratios
At present waterbase is working on full capacity n Annual Profits are Rs 22 crs n if capacity increases to 300% thn on conservative basis we shud get profit for FY2017 at 22 multiply 2.50 times = Rs 55 Crs , n on fully diluted Equity base of Rs 41.40 Crs FV Rs 10 , it gives us an Earnings of Rs 13 per share , So even Nw we can buy wit a Target price of Rs 235 in next 12 months , a clear cut 100% Return stock 

Monday, 30 November 2015

GST Will Change the Face of Indian Economy

How GST Will Change the Face of Indian Economy ?

Indian truck drivers clock an average of 280 km per day, much below the world average of 400 km per day and far below the 700 km the average truck driver in the US does every day. The underperformance of Indian truckers has less to do with bad roads and less fancy trucks and more about prevailing archaic laws.  Truck drivers in India spend 60 per cent of their time off roads negotiating check posts and toll plazas, which has also found that there are 650-odd check posts in the country and 11 categories of taxes on the road transport sector.

Since road traffic accounts for 60 per cent of freight traffic in India, the slow movement of trucks across states leads to productivity loss. According to experts if the distance covered goes up by 20 per cent per day, Indian truck productivity would improve by 12 per cent.  Higher productivity would cut the need for buffer stocks; reduce the loss of perishable goods, cut down the need for many warehouses, etc.

Analysts say the implementation of the goods and services tax (GST) could provide the kind of productivity boost illustrated above. 

1) Unified market: The GST will cut down the large number of taxes imposed by the central government (eg. central VAT or excise duty, services tax, central sales tax on inter-state sales, etc.) and states (VAT on sales, entertainment tax, luxury tax and octroi and entry taxes levied by municipalities). This will lead to the creation of a unified market, which would facilitate seamless movement of goods across states and reduce the transaction cost of businesses.

2) Lower incentive to evade tax: Currently, companies have to pay taxes on entire underlying value of the product/service, but under GST, companies in a chain will have to pay tax only on the value-addition. So, the actual tax paid will likely be small and reduce the incentive for evasion.

3) Widen tax base: GST will give credits for all taxes paid earlier in the goods/services chain incentivising tax-paying firms to source inputs from other registered dealers. This will bring in additional revenues to the government as the unorganised sector, which is not part of the value chain, would be drawn into the tax net. Besides, states will be allowed to tax services (as opposed to only the central government) under the GST.

According to the National Council of Applied Economic Research, government's tax revenue will increase by about 0.2 per cent because of GST implementation, while GDP growth could go up by 0.9-1.7 per cent. Exports will also get a boost as they are zero-rated for taxes and also because the fall in cost of manufactured goods and services under GST will increase the competitiveness of Indian goods and services in the international market.

Sunday, 29 November 2015

TIME TO BUY -GUJRAT THEMISE

Buy buy guj themis to multiple your money  

NOW THE   RIGHT TIME TO ADD IN YOUR PORTFOLIO

Guj Themis, besides being an excellent fundamental high conviction pick for the medium-long term as a hefty multibagger.... short-term investors too can hv a look at it.... though this company too falls under the BSE regulation, thr is significant headroom for upside since its in 20% daily ckt limit... even if BSE revises the daily limit to 10%, still the stock can appreciate considerably....
Sending out a STRONG BUY signal @ CMP, and at all dips if any... :)