Thursday, June 22, 2017

FOG 5 :- SICAGEN INDIA LTD

 Dear friends,


  We have discussed lots of stocks in past  5 years almost 97 % stocks are given meaning full returns to long term investors ( More then 50 % stocks are given above 100 % return ) some stocks are not performed well in this period .Now we have  discussed continuously two back to back FOG as readers request.



  FOG 5 has given immense response from Investor friends. I am very happy that many of the investors are found this gem correct. By searching this stock investors might have come across many good stocks with real potential to growth.
 
My FOG 5 is a SICAGEN INDIA LTD



              

           SICAGEN INDIA LTD

 

                Sicagen

 

                   Sicagen Building Materials


    SICAGEN India Limited is a Rs.600 Cr Revenue Company having presence across India and South East Asia. With a total strength of 400+ employees, today it is a proven organization with a rich legacy and diverse interests across most challenging domains in the business.

 

      Sicagen’s core business is trading of building materials such as steel pipes and fittings, construction and structural steel, stainless steel sheets, pipes and fittings, cables, PVC/HDPE pipes and fittings and cement.

 

Sicagen is the authorized distributor for Tata Steel, Jindal Pipes, SAIL, Zenith Birla(India), Arcelor Mittal, Finolex Cables, Supreme Industries, Maharashtra Seamless, Reliance Industries, Dalmia Cements, Chettinad Cements, Zuari Cement and ACC Cements.

 

  Sicagen is single direct window for customer segments ranging between Retail, Institutional, Dealers, Corporate, Builders, Agriculturists, Fabricators and Contractors.

 

 Company  have a network of 29 branches across South, West and East India.

 


Applications of products we sell include Process, HVAC (Centralized Air Conditioning), Fire Fighting, Plumbing, Irrigation, Construction, Cold Storage, Gas Line, Electrical and Communication, Auto, Boiler and Fabrication.




                                       BMD_Partner_PIPE
              

          

      Drum Manufacturing – Beta Industries

 

                     Drum Manufacturing

 

  A state of art manufacturing unit, located at Goundarpalayam village, Minjur, Chennai for manufacture of 200/210 litres capacity MS Drums commencing its production&service in the year 1994.  The project is being implemented by a team of technical and commercial experts. The design and manufacturing process is totally indigenous and the company takes pride in manufacturing barrels and drums to the highest quality of standards. Beta has earned the ISI certification and UN for its products.

 

 Speciality Chemical

 

  Specialty Chemicals is a Division of Sicagen India Limited, is the professional, leading water treatment Chemicals manufacturing and process Improvement Company, delivering significant water management, environmental, social and Techno economical benefits to a variety of Industrial and institutional customers.

 

 Boat Building

 

Goodwill engineering works started in the year 1978 as a ship repair unit, to cater to in-house repair facility for the Stevedoring and Shipping agency divisions.

Simultaneously  we started ship repair activities for other shipping companies calling at Chennai Port and Tuticurin port.

 

  Company's main revenue coming from trading of building materials, Equity capital of the company 39.57 cr , Sicagen having 443 cr reserves with 123 book value , company's sales around 570 cr but market cap stands only 140 cr. Promoters holding good 41.9 % , another listed company SICAL LOGISTICS holding promoters stake . Sicagen posted 560 cr top line and 7.44 cr bottom line in this financial year, EPS for the company 1.9 and stock trading just 19 PE ,this sector PE stands 51 !!!, this company paying dividends regularly, debt equity ratio only 0.13 !!.  It's peer group SHANKARA trading above 60 PE !!. Booming Indian economy and Governments new SEZ and low cost housing may  brings new growth trajectory for Sicagen in coming months / years. So patience long term investors may consider this stock for their portfolio for a decent return. Stock trading both NSE and BSE @ 41.30. Stock jumped 25 % in last two days, so minimum risk taker can wait for little correction/ consolidation ( if any ) to enter, some some taker can enter @ current price and add more in correction.  

   

Before buying any stock take advice from certified person.


NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”


Wednesday, June 21, 2017

FOG 5

Dear investor friends,

 

   We get limited choice of items in a small shop , same way we get plenty of items / choices in super markets. It is purely left to us where to go ? and what to buy ?same way valueablegem also provides plenty of opportunity's to the investors,  it is left to investors choice which one to select .

 

 Valueablegems discovered many gems in past  following clues are for another   gem ( FOG ) Name of the stock and details  on Friday.

  

 1)  Stock trading both NSE and BSE 

 

 2 ) Company's main revenue comes from other then manufacturing products.  

 

 3 )  Stock trading just 0.30 to its book value.


 4 )  A regular dividends paying company.


 5 )  Company's reserves more then 11 times for the  equity capital.


 6 )  Debt equity ratio stands 0.13 


 7 )  Stock trading 62 % lower then industry PE .


 8 )  Promoter holding below 60 % 


 9 )  Top line more then 4 times in market cap.


10)  Other listed company also holding this shares.



  

Saturday, June 17, 2017

FOG 4 - INNOVATIVE TECH PACK LTD (523840)

Dear friends,
                      

                      FOG 4 has given immense response from Investor friends. I am very happy that many of the investors are found this gem correct. By searching this stock investors might have come across many good stocks with real potential to growth.
My FOG 4 is a packaging industry stock.




INNOVATIVE TECH PACK LTD (523840)


    Inpack is a brand backed by proven experience, expertise and service. Innovative Tech Pack Ltd. (ITPL) was one of the pioneers in the Indian plastic packaging industry in the late eighties when this industry was still an emerging one. Now, a prominent player, we’ve been navigating the dynamic, constantly growing consumer packaging environment with innovation, market and client knowledge, technology advancement, quality consciousness and integrity. With reputed, long-term clients in food, beverage, pharma, consumer care and confectionary, ITPL continue to penetrate those markets while we are now venturing into new markets like dairy.

   


 Innovative Tech  invest in technology; building partnerships with global machinery giants like Nissei ASB, Ferromatic and more. Company  also invest in people; bringing folks who are professional, experienced, innovative and obsessed with quality to work with us. Headquartered in Delhi, ITPL now has four state-of-the-art manufacturing plants in Northern and Eastern India with a branch office in Hyderabad. ITPL is a Public Listed organization with a turnover touching Rs. 100 Crore.

MANUFACTURING SETUP


ITPL has three plants in Rudrapur, Baddi and Guwahati allow a fantastic span across northern and eastern India for distribution and regional sales support. ITPL now looking to move to southern India with an upcoming manufacturing facility on the eastern coast. Company’s clients prefer working with due to the competitive and cost advantage that the strategic plant locations offer them due to proximity to their own production units. Just-in-time inventory combined with lower fuel costs are propelling company’s clients to do more business.

     
  PRODUCTS

   Company mainly serving for industries like Food & Beverages, dairy, Pharma, Consumer goods, Cosmetics & Confectioneries. Company’s range of products include packaging for oils, liquor, medicinal syrups, sauces, insect repellents, honey, energy powders, candies, biscuits, mayonnaise, dairy-based beverages and more.

FOOD & Beverages

This is the industry that ITPL has been servicing right from the start, some of the star products belong to this category. Speciality jars for this industry are induction sealed before wadded capping for air tightness to keep food fresh for a longer time.


ITPL has developed a special air-conditioned facility with sterile conditions, bacteria filters and specified flooring to maintain the highest quality standards for Food, Beverage and Dairy industries.

DAIRY

For dairy Industry, ITPL is manufacturing HDPE bottles are shrink-sleeved. Company has set up an automatic high speed production line with 300 point parison control system.


PHARMACEUTICALS

This industry requires strict adherence to highest sanitation standards, ITPL have been immense experience and great facilities to cater to these requirements. Company create bottles in Amber colour which has protective properties to keep syrups etc prepped for longer shelf lives. These are supplied with or without closures as per client requirement.


CONSUMER GOODS

This is a new addition to ITPL portfolio, which expect to grow in the coming years. These small bottles are produced transparent or colourful as per customer requirement. Also, Company have developed a special design for the bottle neck to accommodate plug fitting and caps.


COSMETICS

Cosmetics industry is a dynamic one that sees a lot of packaging innovation. Flip top caps are used to improve/ease the pouring of the cosmetic liquid. ITPL also have ready a wide range of cosmetic bottles in customised designs for clients to choose from. Company also co-create new designs in-house for clients who want something new and unique.


CONFECTIONARY


Confectionary clients require large jars for retailer shelves which we create. Shrink-sleeved jars with customized labelling is on offer as per client requirements.


 CLIENTS


Company is having strong Clients base, including all major FMCG majors like HUL, Godrej, Wrigley, Shaw Wallace, Perfetti, Pepsi, Patanjali, ITC,Heinz, Dukes, Emami, Dabur, Cocacola, Cadila Pharma and many more.



Company Website : HERE

In December last year, ITPL has bagged 5 year contract from Dabur India Ltd for the supply of PET for the FMCG major’s plant in India Bangladesh & Nepal.
Also company won order from Bisleri to make the bottle caps.


Above will add considerable revenues for the company topline for next 5 years.

FINANCIAL PERFORMANCE & OUTLOOK


   Innovative tech posted impressive set of results in this financial year ( results given below table),this industry trading above 35 PE but this stock trading around 21 PE !!!, total sales of this company stands 102 cr and market cap ( FF ) just 50 cr !!. Promoter holding good 73.66% stake in company. Stock trading only in BSE @ 99.80.





Below snap shot shows the financial snapshot of the company. 



As the Packaging industry is in the booming phase as new and new developments and renovations are happening in the industry. As the company holds all major clients and they are growing is a huge positive for the stock. This stock will give the investors meaningful  returns in a days to come.


   Before buying any stock take advice from certified person.


NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Thursday, June 15, 2017

FOG 4

Dear friends,



  Today we have doing something special for investor, below given some clues can you find out gem ? . This is not a game just mind work for investors.

 

 

1)   stock trading only in BSE 

 

2)  last 5 years company not posted loss

 

3)  Company's debt equity stands above 0.5 and below 1 

 

4) Promoters holding above 50 % below 75 % stake 

 

5 ) Stock trading 15 % lower then Industry average PE

 

6) Sales of the company 2 times in market cap F.F 

 

8)  Company posted impressive results in this year 

 

9)  Stock trading  below 100.

 

10 ) company's products used well known company's in India / abroad.

 

 

 This clues much more enough to find out gem,  detail stock publishing in blog on Saturday.     

Tuesday, June 13, 2017

VIAAN INDUSTRIES LTD :- 85℅ IN 60 TRADING DAYS !!!

Dear friends ,




    We have discussed " VIAAN INDS " @ 14.65 level on March 2017, today stock hit 26.70 !!! So 85 ℅ return in just 60 trading days !!!!



OLD POST HERE

Friday, June 9, 2017

PATSPIN INDIA LTD :- A TURNAROUND STORY ??

  Dear friends,


   Today I am expressing my opinion on one more textile stock, this stock posted turnaround results and high experience management may bring good rewards to share holders in future 

 


           


                 PATSPIN INDIA LTD

 

                 Image result for patspin india products photo gallery

 

  Patspin was incorated in 1991 and was promoted by GTN Textiles under the leadership of B.K.Patodia and Umang Patodia. The company was set up to manufacture medium and fine counts, combed and gassed yarn, with financial assistance from Itochu corp Japan and Kerala state Industrial Development corp. Its manufacturing facilities are located at Kanjikode East ( Kerala ) and Udumalpet ( Tamil Nadu ). 


   The company yarn range includes ring spun yarns, Infiniti wondertwist, svelte , and organic cotton . Patspin also manufactures value - added products such as twisting , gassing , knitting , precision dye pakgge winding and specialty yarn. In spinning division it does ring spinning , compact spinning , core spinning and siro spinning . Patspin has very strong client base in EUROPE , THE US AND ASIAN COUNTRIES. IT EXPORTS TO RUSSIA , AUSTRIA , BELGIUM FRANCE , SPAIN , PORTUGAL , BRAZIL , PERU , CHILE , CHINA , TAIWAN , MAURITIUS , KOREA , HONG KONG etc.

 

     Promoter holding 65 % stake , Patspin posted very good set of results, we analysis last 5 years results in 2013 company posted 462 cr sales and net loss  15.82 cr  , in  2014  609 cr sales and 4 cr net profit , in 2015 sales was 554 cr and net loss 6.48 cr , in 2016 sales was 496 cr net profit was 0.78 cr and latest 2017 sales 532 cr and net profit 10.01 cr , company shows very good turnaround results in last 3 years, EPS stands 3.7 for this year, this sector trading around 11 PE this stock trading just 6.3 PE . In latest annual reports clearly mentioned, management doing full effort to bring down debt substantively, debt also come down year on year basis. All this developments consider as positive  in coming years, also company come out with turnaround results, if company posts same types of results in coming quarters this stock should be multibager in future . Some risk taking investor may look into this stock @ current price and hope  for future turnaround story. Stock trading both NSE and BSE @ 23.25 level.

 

 

   Before buying any stock take advice from certified person .

 

 

 Disclosure :- I am holding this shares.




 

NOTE : THE ABOVE IS NOT A RESEARCH REPORT NOR A RECOMMENDATION  BUT INFORMATION AS AVAILABLE ON PUBLIC DOMAIN. 


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”








  




SUMEDHA FISCAL SERVICES LTD :- 50 % IN JUST 11 TRADING DAYS !!!

 Dear friends,



  We have discussed  " SUMEDHA FISCAL SERVICES LTD " @ 25.70 level ( Find out gem @ 23 level ) stock now trading @ 37.20 level , so risk taker investor mint  50 % return in just 11 trading days !!!



  OLD POST HERE