Sunday, August 30, 2009

Uttam Galva Steels Ltd - Detailed Research

Uttam Galva Steels Limited is a one of India’s largest manufacturer-exporter of value added steel products. In the domestic market, the company is a major supplier to the automobile, white goods, general engineering and construction industries. Some of its major end users include Bajaj Auto, Bajaj Tempo, M&M, Kirloskar, Crompton, L&T, etc. The company currently exports its products to more than 142 countries including Australia, France, Germany, Greece, UK and USA.

Recently company has increased the prices of galvanised and cold rolled steel products by Rs 2,000 per tonne with effect from 15 August. The price hike is due to the mismatch in supply and demand of HR Coil in the domestic market as imports of HRC are restricted, the company said in a statement.

Report card (PE value: 11)


AttributeValueDate
PE ratio11.2728/08/09
EPS (Rs)8.79Mar, 09
Sales (Rs crore)1,073.33Jun, 09
Face Value (Rs)10
Net profit margin (%)3.91Mar, 08
Return on average equity17.45Mar, 08

Share holding (Strong Promoters and FIIs holdings) [FIIs holdings increased from 19% to 39% last quarter]


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value10.0010.0010.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters4367858238.324257858237.364257858237.36
Foreign Promoters27147002.3827147002.3827147002.38
Sub total4639328240.714529328239.744529328239.74
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance1074500.092715000.242716520.24
FII's4459824439.132269032019.911264504511.09
Sub total4474409439.262300022020.181295509711.37
Other investors
Private Corporate Bodies31716202.7834344403.011292015011.34
NRI's/OCB's/Foreign Others16253611.4316228081.4216340451.43
Others723430.062195403419.262191474219.23
Sub total48693244.272701128223.703646893732.00
General public1796674315.761866865916.381925612716.90
Grand total113973443100.00113973443100.00113973443100.00
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Banco Products (India) Ltd - Detailed Research

Report card (PE value: below 8 ONLY)

AttributeValueDate
PE ratio7.6928/08/09
EPS (Rs)5.62Mar, 09
Sales (Rs crore)87.17Jun, 09
Face Value (Rs)2
Net profit margin (%)14.21Mar, 08
Last bonus1:128/06/07
Last dividend (%)7025/06/08
Return on average equity31.95Mar, 08

MFs invested in this company

Scheme% of asset size
HDFC Multiple Yield Fund - Plan 2005 - Growth0.97 
HDFC Multiple Yield Fund - Plan 2005 - Dividend0.97 
HDFC Children Gifts - Savings Plan - Growth0.66 

Share holding (Major Promoter stake holdings by Indian and Foreign promoters and NRI's/OCB's.

Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value2.002.002.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters2315585232.612309757832.532289650532.25
Foreign Promoters2407796033.912407796033.912407796033.91
Sub total4723381266.534717553866.444697446566.16
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance2000-2000-2000-
FII's795400.11795400.11795400.11
Sub total2677160.382677160.382677160.38
Other investors
Private Corporate Bodies11639441.6411719421.6512222341.72
NRI's/OCB's/Foreign Others832412711.72833905311.751299429918.30
Others1002000.141505030.211188960.17
Sub total958827113.50966149813.611433542920.19
General public1391020119.591389524819.57942239013.27

Quarterly results in brief (increasing Sales, Operating and Gross profits and Earnings per share.

Jun ' 09Mar ' 09Dec ' 08Sep ' 08Jun ' 08
Sales87.1760.0763.4979.9784.39
Operating profit21.9713.179.4113.5816.16
Interest0.270.520.950.680.46
Gross profit22.1214.879.3713.7318.23
EPS (Rs)2.291.490.701.491.94
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Binani Cement Ltd - Detailed Research


Binani Cement Limited is engaged in the production and sales of cement and clinker. During the fiscal year ended March 31, 2009 (fiscal 2009), it produced 42,92,000 metric tons of cement and sold 42,43,000 metric tons of cement. In fiscal 2009, the Company produced 41,73,000 metric tons of clinker. Krishna Holdings Pte Limited (KHL) and Shandong Binani RongAn Cement Company Limited (SBRCCL), subsidiary of Krishna Holdings Limited are subsidiaries of the Company. Further the Company had invested in Mukundan Holdings Limited a 100% subsidiary formed in British Virgin Islands in February 2008. Mukundan Holdings Limited (MHL) had further invested in 49% of the holdings of Binani Cement Factory LLC, Dubai in March 2008. The Company has further investment in Murari Holdings Limited (MrHL) in October 2008. 

The company is going to focus more on acquisitions abroad. It is likely to acquire plants with minimum 1 mtpa capacity and to spend USD 250-300 million in 3 years for that. It is mainly scouting for plants in Eastern Europe & Africa.

Report card (PE Ratio: 11)


AttributeValueDate
PE ratio 11.2226/08/09
EPS (Rs) 5.35Mar, 09
Sales (Rs crore) 524.71Jun, 09
Face Value (Rs)10
Net profit margin (%) 7.22Mar, 09
Last dividend (%)2124/04/09
Return on average equity22.8Mar, 09

Share holding (Strong Promoters and NRIs/OCB's holdings)


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value 10.00 10.00 10.00

No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters131825956 64.91131825956 64.91131825956 64.91
Sub total131825956 64.91131825956 64.91131825956 64.91
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance3846088 1.893856088 1.903856088 1.90
FII's4855093 2.396354294 3.136732452 3.31
Sub total8901181 4.3810410382 5.1310788540 5.31
Other investors
Private Corporate Bodies2474661 1.221852280 0.911819532 0.90
NRI's/OCB's/Foreign Others51027817 25.1251014137 25.1251021603 25.12
Others324179 0.16121805 0.06165479 0.08
Sub total53826657 26.5052988222 26.0953006614 26.10
General public8547480 4.217876714 3.887480164 3.68
Grand total203101274 100.00203101274 100.00203101274 100.00

Quarterly results in brief (Increasing Sales, Operating/Gross Profits and Earnings per share


Jun ' 09Mar ' 09Dec ' 08Sep ' 08Jun ' 08
Sales 524.71 498.08 362.37 310.25 325.99
Operating profit 167.02 93.25 47.20 66.17 93.77
Interest 20.06 20.55 17.15 17.23 16.59
Gross profit 149.78 75.93 30.19 49.78 78.97
EPS (Rs) 5.25 0.99 0.42 1.32 2.62
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September Special - 4 more multibaggers - in the first week.

Don't forget to check them by 1st and 2nd September.


Good luck,
Multibagger.
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Wednesday, August 26, 2009

Multibagger Stock Picks

18th Aug => MUST BUY at current levels
  • 3i Infotech - STRONG BUY  @Rs. 72 - Target Rs. 125 (3-6 months), Rs. 200 (12-18 months) - read research notes

  • KPIT Cummins Infosystems Ltd - STRONG BUY @Rs.62 - Target Rs. 115 (2-3 months), Rs. 200 (12-18 months) - read research notes

  • Voltamp Transformers Ltd - STRONG BUY @Rs. 711 - Target Rs. 1200 (3-6 months), Rs. 2000 (12-24 months) - read research notes
6th Aug
  • Development Credit Bank - STRONG BUY @ Rs. 35 - Target Rs. 50 (4-6 months), Rs. 75 (12 months).
5th Aug
  • MIC Electronics Ltd. - BUY @ Rs. 47.35 - Target Rs. 100 (6-12 months).
  • Godawari Power & Ispat Ltd. - BUY @ Rs. 115 - Target Rs. 200 (6-12 months)
3rd Aug => Must BUY at current levels
  • Balaji Telefilms - STRONG BUY @ Rs. 47 - Target Rs. 100 (3-6 months)
18th July
  • Bhushan Steel - STRONG BUY @ Rs. 683 - Target Rs. 1000 (3-6 months)
  • ABG Shipyard - BUY @ Rs. 178 - Target @ Rs. 325 (12 months)
  • Alok Industries - BUY @ Rs. 19.45 - Target @ Rs. 30 (6-9 months)
12th July
  • Satyam Computers - STRONG BUY @ Rs. 65 - Target Rs. 150 (6-12 months)
  • ABAN Offshore - STRONG BUY @ Rs. 680 - Target Rs. 1200, 2nd Target Rs. 1600 (3-6 months)
  • Rolta India - STRONG BUY @ Rs. 106 - Target Rs. 250 (6-9 months)
  • Opto Circuits - STRONG BUY @ Rs. 138.50 - Target Rs. 250 (6-12 months)
  • Solar Industries - STRONG BUY @ Rs. 265 - Target Rs. 400 (12 months)
  • Temptation Foods - BUY @ Rs. 27.50 - Target Rs. 100 (12-18 months)
  • Geodesic - STRONG BUY @ Rs. 93 - Target Rs. 200 (12 months)

    Read our detailed research on these stocks before investing.
Operator Driven Stocks (BUY only in small quantity for long term and have at least one in your portfolio)
  • Maytas Infra - @ Rs. 75 - Target Rs. 150 (6-9 months)
  • Spice Communications - Rs. 58 - Target 90 (3-6 months)
  • Jai Corp - Accumulate between Rs. 150 - 200 - Target 400 (12-18 months)
  • Ackruti City - Accumulate slowly around Rs. 350 - Target 700 (6 months)

    Read our detailed research on operator driven stocks before investing.
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Operator Driven Stocks - Sometimes they can be blessing!!!

Why we think these operator driven stocks can be multibaggers? Why we prefer these especially when we have tons of operator driven stocks in the market? Let me answer this for you. Because these are operator driven stocks so more promoters and FII (foreign institutional investors) hold, more bright chances you have in such stocks. Considering that refer the table below to refer the promotors and FIIs holdings in these stocks.

Spice Communications Ltd.

Share holding


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value 10.00 10.00 10.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters 344257393 49.90 344257393 49.90 344257393 49.90
Foreign Promoters 338063250 49.00 338063250 49.00 - -
Sub total 682320643 98.90 682320643 98.90 344257393 49.90
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance - - 250 - - -
FII's 78022 0.01 814 - 814 -
Sub total 78022 0.01 1064 - 814 -
Other investors
Private Corporate Bodies 1276719 0.19 1166442 0.17 849889 0.12
NRI's/OCB's/Foreign Others 155323 0.02 116567 0.02 338210861 49.02
Others 127552 0.02 170741 0.02 26274 -
Sub total 1559594 0.23 1453750 0.21 339087024 49.15
General public 5966741 0.86 6149543 0.89 6579769 0.95
Grand total 689925000 100.00 689925000 100.00 689925000 100.00

Jai Corp Ltd.

Share holding


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value 1.00 1.00 1.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters 105475060 59.09 105475060 59.09 104909315 58.77
Foreign Promoters 24807340 13.90 24807340 13.90 24807340 13.90
Sub total 130282400 72.99 130282400 72.99 129716655 72.67
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance 3480919 1.95 3480919 1.95 3480919 1.95
FII's 21701290 12.16 21894003 12.27 20935832 11.73
Sub total 25955689 14.54 26148402 14.65 25495131 14.28
Other investors
Private Corporate Bodies 5211436 2.92 4568721 2.56 5289793 2.96
NRI's/OCB's/Foreign Others 4435857 2.49 4436965 2.49 5069398 2.84
Others 264751 0.15 728808 0.41 750153 0.42
Sub total 9912044 5.55 9734494 5.45 11109344 6.22
General public 12343877 6.92 12328714 6.91 12172880 6.82
Grand total 178494010 100.00 178494010 100.00 178494010 100.00
 

Ackruti City Ltd.

Share holding


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value 10.00 10.00 10.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters 60000000 89.96 55250000 82.83 60000000 89.96
Sub total 60000000 89.96 55250000 82.83 60000000 89.96
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance 57187 0.09 56937 0.09 153073 0.23
FII's 181260 0.27 238696 0.36 779431 1.17
Sub total 238447 0.36 295633 0.44 1057504 1.59
Other investors
Private Corporate Bodies 3172648 4.76 8514662 12.77 4194984 6.29
NRI's/OCB's/Foreign Others 151570 0.23 140784 0.21 172607 0.26
Others 200396 0.30 463720 0.70 84740 0.13
Sub total 3524614 5.28 9119166 13.67 4452331 6.68
General public 2936939 4.40 2035201 3.05 1190165 1.78
Grand total 66700000 100.00 66700000 100.00 66700000 100.00
 

Maytas Infra Ltd.

Share holding


Share holding pattern as on :30/06/200931/03/200931/12/2008
Face value 10.00 10.00 10.00
No. Of Shares% HoldingNo. Of Shares% HoldingNo. Of Shares% Holding
Promoter's holding
Indian Promoters 20733200 35.23 20733200 35.23 21565200 36.64
Sub total 20733200 35.23 20733200 35.23 21565200 36.64
Non promoter's holding
Institutional investors
Banks Fin. Inst. and Insurance 8069454 13.71 13352565 22.69 4105743 6.98
FII's 2020859 3.43 1499963 2.55 2001175 3.40
Sub total 11658449 19.81 16420664 27.90 7982017 13.56
Other investors
Private Corporate Bodies 13741943 23.35 11869380 20.17 17742403 30.15
NRI's/OCB's/Foreign Others 255279 0.43 100078 0.17 30056 0.05
Others 691612 1.18 143375 0.24 429474 0.73
Sub total 14688834 24.96 12112833 20.58 18201933 30.93
General public 11770373 20.00 9584159 16.29 11101706 18.86
Grand total 58850856 100.00 58850856 100.00 58850856 100.00
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