Friday, November 28, 2014

TRIGYN TECHNOLOGIES LTD :- BUY

Dear friends,


 Today we are looking small cap IT Software Products segment stock,





    TRIGYN TECHNOLOGIES LTD

 

Trigyn Technologies is an innovative solutions provider and systems integrator that has been in business for more than 25 years with over 1,000 resources deployed today. We have software professionals on board at locations in the United States, Europe, India, Africa and the Far East - working round the clock to bring cutting-edge technology closer to you. Trigyn provides IT Staffing, Solutions, Systems Integration, Software Development and Maintenance, and other services to its clients.

In the United States, Trigyn has office locations in Edison (New Jersey), Boston (Massachusetts) and Washington, D.C. Our Europe operations are supported from Pforzheim (Germany) and Geneva (Switzerland). We have a development center in Mumbai, India which also supports our Asia operations.

Trigyn believes that technology is about people. At Trigyn, we place a high degree of importance on people and relationships. This is reflected in the way we respond to our clients, interact with our employees and fosters diversity in the workplace and our community. 
 

 

Partnership & Alliance


Trigyn believes in a partner ecosystem that creates value for its clients through innovative solutions focused on making a difference; and assisting its clients in achieving its vision, goals and organizational objectives. This is reflected in Trigyn's partnership with leading technology platform vendors that include Microsoft, EMC2, TIBCO®, and IBM. Trigyn is registered software reseller with Redington, one of the leading value added distributors in the Asia-Pacific region.


Trigyn is accredited by Microsoft Corporation as a "Microsoft Gold Competency Partner" in the area of Digital Marketing (Microsoft SharePoint 2010 Solutions) with additional competencies in Application Development, Portals and Collaboration and Mobility.


Trigyn is an EMC2 certified partner for Documentum and IIG Product Suite and collaborates with other leading commercial open source solution companies to deliver best-fit solutions for the enterprise.


Trigyn is the authorized partner for IBM's Smarter Cities program, that aims to provide sustainable and innovative solutions to address the unique challenges faced by cities and governments across the globe.


Trigyn is an authorized TIBCO® partner, in both the commercial and Federal Government domains. Trigyn’s partnership with TIBCO® allows us to leverage our more than 1,000 resources deployed in 16 countries and 25 years of experience, in the areas of Health Insurance, Financial Services, Distribution, Government, NGOs, Enterprise Application Integration, Development, Maintenance and more, with TIBCO® product offerings.


Trigyn continues to strengthen its relationships with its partners and looks to build new partnerships with emerging technology companies in areas of enterprise content management, mobility, information security and those with a niche focus on vertical domains such as government, financial services, e-governance, healthcare, and engineering, procurement and construction (EPC). 

 
 

ECM Service Offerings

  • ECM Consulting

  • Documentum & SharePoint Implementation & Configuration

  • Custom Application Development

  • Maintenance & Support of existing ECM applications

  • Application Migration & Re-engineering

  • Documentum & SharePoint Training


Enterprise Mobile Solutions


  • Mobile application development strategy and implementation
  • Native application based on iPhone/iPod Touch/iPad, Android Smartphone/Tablet, Blackberry, J2ME, Windows Mobile (Phone 7) and Symbian
  • Mobile web applications using frameworks such as iWebkit, jQuery, iUI, etc
  • Mobile hybrid application using frameworks such as PhoneGap, J2ME Polish, etc
  • Mobile application design and development
  • Backend system design and integration
  • Mobility solutions using Cloud computing

To help customers in this segment, Trigyn focuses on the assessment and adoption of Mobile technology platform to address the following -

  • Mobile solutions to fulfill business needs of enterprise mobility, real time access to information and decision making tools,
  • Streamline and integrate line of business (LOB) applications
  • Consolidation and cost-optimization in the short and long term

Based on the analysis of the requirements, and application portfolio assessment, Trigyn helps their customers to design and implement mobile solutions as a single or hybrid solution that is seamless and integrates with the major systems currently in use.

Trigyn has established a Center of Excellence that is focused on innovation in the mobile technologies - iOS, Android, RIM, Symbian and Windows Mobile.

Trigyn has setup a dedicated practice for Tablet applications for iPAD and Android based Tablect

 

 Details of company HERE

 

  Earlier this company known as LEADING EDGE TECHNOLOGIES and then name change to TRIGYN TECHNOLOGIES,  Promoter holding 48.13% of 29cr paid up equity capital. Company posted 38cr top line and 0.36cr bottom line in latest q2 2014, Globally dollar strengthening is positive for Indian IT sector. Stock trading both NSE and BSE @43 level , medium to long term investors can buy this stock, it may cross 3digit mark in future.

 

 Disclosure :- I am holding this company shares.

 
 
 
 

Thursday, November 27, 2014

KILBURN ENGINEERING LTD (522101 ) :- JUST BUY IT

Dear friends,

Today we are discussing stock from Industrial Machinery segment stock investors can buy this stock for medium to long term 



        KILBURN ENGINEERING LTD

 manufacturingmanufacturing

manufacturingmanufacturing

KILBURN ENGINEERING LIMITED is acknowledged as the world’s only company manufacturing all types of DRYERS and offering COMPLETE DRYING SOLUTION for diverse applications.

KILBURN ENGINEERING LIMITED is a Williamson Magor Group Enterprise. The group has varied interests in manufacture and marketing of Tea, Batteries and Engineering with a turnover exceeding US $ 500 million.
Eveready Industries, McNally Bharat Engineering, McLeod Russel India are other group enterprises.

With specialized expertise in design, engineering, manufacture and installation of DRYING SYSTEMS for Solids, Liquids and Gases, KILBURN efficiently covers the world canvass of industries, ranging from Chemical, Petrochemical to Food, Oil & Gas, Refinery, Power Plant & Steel.

KILBURN is a PREMIUM & RECOGNIZED BRAND OF DRYERS for many decades.
The applications range from drying and processing of materials,such as PVC, Carbon Black, Soda Ash, Sodium Cyanide, Rubber, Heavy Chemicals to Sugar, Paddy, Tea etc.  

With an inbuilt capacity to design and innovate, at its Govt Recognized & well equipped R&D Centre, KILBURN has been able to successfully provide specialized DRYERS for products such as Tea, Sugar, Rice, Paddy, Coconut, Salt, Chilli and other food products, which have so far been processed in age old, inefficient conventional dryers.

The EXCELLENCE IN QUALITY STANDARD has brought about the splendid growth and total customer satisfaction with every product manufactured by KILBURN.

The real strength of KILBURN lies in TECHNOLOGY ORIENTED FUNCTIONAL GROUPS within company, with exclusive experience in various aspects of DRYING SYSTEMS.

Kilburn with decades of successful track record is supplying world class Drying Systems and Projects for Domestic and International customers in Chemical, Petrochemical,Food & a host of industries. 

 

PRODUCTS

          

KILBURN has four decades of experience in the field of Drying equipments & systems for whole gamut of industries from Chemical, Fertilizer, Oil & Gas,…………..… to Nuclear Power.

Kilburn is probably the only organization in the world to supply almost any kind of drying system may it be for  solid, liquid or gas.
For EPC Project Services please click here.... EPC PROJECTS

The following chart provides Kilburn’s range of Products at a glance.  

RANGE OF PRODUCTS AT A GLANCE
 
  • Solid Drying Systems :
    • Rotary Dryers, Calciners, Kilns & Coolers
    • Fluid Bed Dryers & Coolers
    • Flash Dryers
    • Paddle Dryers & Coolers
    • Band Dryers
    • Coal Dryers
    • Vibratory Fluid Bed Dryers & Coolers

  • Oil Field Systems :
    • Utility Gas Drying Systems
    • Gas Conditioning Systems
    • Inlet and Water Injection Manifolds
    • Test Separators



  • Drying Systems for Food & Agriculture
    • Tea
    • Sugar
    • Paddy
    • Coconut

  • Fabricated Equipments :
    • Pressure Vessels
    • Heat Exchangers
    • Columns
    • Reactors



  • Heat Transfer / Combustion Systems :
    • Furnaces and Direct & Indirect Fired Heaters
    • Finned Tube Heaters & Coolers

  • Air Handling Systems :
    • Industrial Centrifugal Fans
    • Cyclones
    • Bag Filters



  • Adsorption Systems :
    • Air / Gas / Liquid Drying Systems
    • Solvent Vapour Recovery Systems
    • Catalytic Purification Systems

  • Material Handling Systems :
    • Pneumatic Conveyors
    • Vibratory Conveyors & Feeders

  •      MAJOR CUSTOMERS

    A. EXPORT
    NO. CUSTOMERS CUSTOMERS APPLICATION KEL'S PRODUCTS
    1. CABOT CORPORATION
    USA , FRANCE
    CARBON BLACK MANUFACTURER 23
    PLANTS THROUGHOUT THE WORLD
    ROTARY DRYERS
    2. COLUMBIAN CHEMICALS
    BRAZIL & CANADA
    CARBON BLACK ROTARY DRYERS,
    PELLETIZERS,ROTARY VALVES
    3. THAI CARBON BLACK
    THAILAND
    CARBON BLACK ROTARY DRYERS, PELLETIZERS
    4. ALEXANDRIA CARBON BLACK
    EGYPT
    CARBON BLACK ROTARY DRYERS, PELLETIZERS
    5. WOLVERINE PROCTOR &
    SCHWARTZ,UK
    SYNTHETIC RUBBER BAND DRYER

    B. DOMESTIC
    NO. CUSTOMERS CUSTOMERS APPLICATION KEL'S PRODUCTS
    1. TATA CHEMICALS LTD. /
    GUJARAT HEAVY CHEMICALS LTD.
    SODA ASH STEAM TUBE CALCINER
    2. NIRMA LIMITED SOAP, DETERGENT AND SODA
    ASH MANUFACTURER
    ROTARY CALCINERS & FLUID BED DRYERS
    3. GUJARAT ALKALIES & CHEMICALS LTD. SODIUM CYANIDE AND CAUSTIC
    SODA
    PADDLE DRYERS AND CAUSTIC
    CONCENTRATION SYSTEMS
    4. CONTINENTAL CARBON / PHILIPS CARBON BLACK HI-TECH CARBON (3 NOS. ADITYA BIRLA GROUP) CARBON BLACK ROTARY DRYERS, PELLETIZERS,
    ROTARY VALVES
    5. KELLOGG, INDIA FOOD PRODUCTS BAND DRYER
    6. INDIAN PETROCHEMICAL CORP. LTD. CAUSTIC SODA CAUSTIC SODA CONCENTRATION PLANTS
    7. GUJARAT NARMADA VALLEY FERTILIZER CORPN. / DEEPAK FERTILIZERS / GUJARAT STATE FERTILIZERS & CHEMICALS LTD. FERTILIZERS ROTARY DRYERS, FLASH DRYERS,
    FLUID BED DRYERS & FANS
    8. JOHNSON MATTHEY CHEMICALS INDIA PVT. LTD. CATALYST FLUID BED DRYER, ROTARY
    CALCINER, PADDLE DRYER
     
    Details of company HERE    








    Promoter holding 57% stake in 13cr paid up equity capital. company posted 27cr sales and 1.81cr net profits with an EPS OF 1.37 in latest sept 2014 quarter., expected EPS in full year of 2014-15 around 3 compare to last full year EPS was 1.80. Book value of 71, and 122cr annual sales company  is available half of its book value and half of it's market cap to total sales. Stock trading only in BSE @45 LEVEL, any recovery in Indian economy this sector will pick up first so investor can buy this share for their medium to long term portfolio , it is low risk high return stock.




    Disclosure :- I am holding this company shares.





    Wednesday, November 26, 2014

    NATURAL CAPSULES LTD (524654 ) :- WORTH BUY

     Dear friends,


        Today we are discussing stock from Pharmaceuticals space, one can hold for long term it will be give  multiple return in portfolio.

                    "NATURAL CAPSULES LTD"

    Flowers with CapsulesCapsules Filling MachineBuilding

     

                                           Logo

                                                                                       

     Natural Capsules Limited(NCL'S) is a Public Limited Company established in the year 1993 at Bangalore and in the year 2003 at Pondicherry. Natural Capsules Limited is a well-equipped modern manufacturing plant to manufacture Hard Gelatin Capsule shells, Hard Cellulose Capsule shells and Pharmaceutical Dosage Forms in Capsule Dosage Form.

     The main objective of the company is to manufacture and market Hard Gelatin Capsule shells and Hard Cellulose Capsule Shells (both printed and unprinted). These capsules are sold in domestic and also exported to several countries. The logical integration of NCL hard shell manufacturing to formulation was initiated in the year 1998

     The company is also engaged in formulating the pharmaceutical dosage forms in Capsule dosage form, both Pharma and Neutraceutical Products. The company is fully committed to upgrade its facilities on a continuous basis to meet the requirements of National and International Standards, cGMP and cGLP practices. Natural Capsule has been serving the pharmaceutical industry over a decade, comprising of two units – one at Bangalore and other at Pondicherry.

     

     The Pharmaceutical and Dietary supplement industries count on Natural Capsules to supply hard two-piece Gelatin and Cellulose capsules. With manufacturing sites at Bangalore and Pondicherry, we are serving customers on quick service no matter where they are located. For the past 12 years, with the greatest respect to the Customers, Natural Capsules has dedicated itself to the production of the highest quality capsules.

     

    Natural Capsules is committed to :

     *    Be the Global Leader for supply of Cellulose Capsules (HPMC : non-animal alternative)

    *    Providing superior Quality two-piece hard Gelatin Capsules

    *    Be the Best Service provider to the Customers all around

    *    Invest in Research and Development of new capsule technologies and application

    NCL’s constant endeavors to research & most customer specific requirement has resulted in manufacture of a wide range of capsules. The Cellulose capsules and newly introduced variants form a part of NCl’s niche products.NCL’s facility of dedicated manufacturing lines adopt stringent procedures to manufacture Hard Gelatin Capsules. Each of this manufacturing line is housed as an independent unit to eliminate the risk of cross contamination. 

     

    Products

    Hard Gelatin Capsule Shells /Hard Cellulose Capsule Shells / BSE / TSE Free Gelatin Capsule Shells / Shiny Gelatin Capsule Shells / SLS Free Gelatin Capsule Shells /Fast Release Gelatin Capsule Shells /Printed Gelatin / Cellulose Capsule Shells / Sweet Gelatin Capsule Shells /Halal Certified Gelatin Capsule Shells /


     CapsulesCapsules

     Capsules

    Contract Manufacturing

     Company  manufacturing plants in Attibele and Pondichery are of the highest International standards and cater to regulated markets like, Europe & U.S.

    NCL'S invite proposals for Contract Manufacturing for European and US Markets.Natural's strength lies in its state-of-the-art manufacturing facilities for finished dosage forms, viz., Tablets, Capsules.


    The Both plant is spread over an area of 15300 sq. mt. with a built up area of 6000 sq. mt. The plant has been built as per MHRA guidelines and manufactures Tablets. Currently, this plant manufactures dosage forms for the Indian market. Our plants at Attibele Plant cater to the Indian and lesser Regulated markets.

     Promoter holding 47.22 % of 5cr paid up equity capital. Company posted 33CR top line and 3cr bottom line an EPS of 6 in latest half year ended sept 2014. Company regularly dividend paying around 15% in last 5 years.

     Stock trading only in BSE @82 one can buy and hold for one to two year this stock will be a multi bagger.

     

    Details of company HERE

     

    Disclosure :- It is safe to assume that , I have vested interest in it as a share holder.






     



     


     



     

     

     


     

     

     


                                                            

    SURANA TELECOM AND POWER (SURANAT&P) :- UPDATE

    Dear friends,


       I have recommended SURANA TELECOM AND POWER @37.50 on November 24 2014 before stock split, now 1re face value stock trading @11.30 (earlier 5rs face value ) 11.30*5 =56.50 , so 50% return in just 2 trading days , minimum risk takers sell and enter lower level, others hold.


    OLD POST HERE

    Monday, November 24, 2014

    SURANA TELECOM AND POWER LIMITED (SURANAT&P ) :- BUY

    Dear friends,

     

      Today we are discussing telecom cable manufacturing company, 




    Surana Telecom And Power Limited


                                                               
                                                          
                               




     The Company was incorporated as a Private Limited Company on 14.08.1989 as Surana Petro Products Pvt. Ltd and was engaged in the business of manufacturing of Petro Products such as Petroleum Jelly and Telecom products such as Jointing Kits. In 1992 the Company ventured into the Telecommunication sector with the production of Jelly filled Telephone Cables.

    Thereafter, the Company was converted into a Public Limited Company on 09.07.1993. By 1994, Telecom business became the primary business activity of the Company and in order to reflect the same the name of the Company was changed to Surana Telecom Ltd. on 05.08.1994.


    Keeping in pace with the changing technology the Company decided to expand further in the Telecommunication sector by venturing in to the production of Optical Fiber Cable. For part financing the cost of optical fiber cable project, the Company had gone in for a public issue on 7 th November, 1994 and commenced the commercial production in July, 1995.

    The Company in the year 2001 set up a manufacturing facility for optical fiber which is the main raw material for the manufacturing of optic fiber cables. In the year 2002, the Company ventured into assembling and marketing of GSM phones, CDMA terminals with accessories and Line Patch Panel Antenna.

    In the year 2007, the Company diversified into the power sector with the manufacturing of low tension and high tension power cables and setting up a 1.25 MW wind power generation plant. In order to reflect the diversity, the name of the Company was again changed to “Surana Telecom and Power Limited” on 11 th October, 2007.

    In the year 2008, the Company has ventured into Solar Photovoltaics (SPV) Sector by establishing a SPV Modules manufacturing Plant (a 100% EOU) at Cherlapally, Hyderabad with an installed capacity of 12MW. The Company has also made a strategic investment in solar energy sector by formation of a Joint Venture Company M/s. Surana Ventures Limited jointly with M/s Bhagyanagar India Ltd. The Company is currently listed on National Stock Exchange of India (NSE) and Bombay Stock Exchange of India (BSE). The Company has been accredited ISO 9001-2000 certificate for its manufacturing facilities. 


    PRODUCTS


      POWER


      CABLE 


    The Company manufactures Jelly Filled Cables at its manufacturing facility situated in Hyderabad & Goa and produces cables from the range of 5 pairs to 800 pairs with a total production capacity of 2.9 millions CKM. This unit is approved and recognized by BSNL, MTNL, Indian Railways & Private Telecom Operators 

     


      SOLAR PHOTOVOLATAIC



       The company has already started manufacturing of SPV Modules with production capacity of 12MW per year. The Module ranges from 5W to 220W. It has set up a joint venture with Bhagyanagar India Limited. The joint venture company is Surana Ventures Limited. 



      WINDPOWER

     

       The Company is in collaboration with Suzlon has setup wind power generation to produce 1.25MW of wind power and is in the process to expand to 5MW. 

     


      SURANA GROUP

     

     Inspiring excellence
    A saga of strength and achievement

    Since its modest beginning in the year 1978, the Hyderabad based Surana Group, has single mindedly worked towards exceeding customer satisfaction in terms of quality of the product and service. Powered by Professional team of visionaries, with an experience of over four decades, today Surana Group is a well-diversified conglomerate with focus on niche areas of Telecommunications, Copper rods, Copper Pipes, Copper Sheets, Copper Foils and Power Cables, having established itself in Wind Power generation the group is now entering Solar Power and is making giant strides in Infrastructure, Entertainment and Tourism.
    The core businesses of Surana Group are in a diverse range of industries firmly rooted in high growth sectors and are today a Pan India enterprise.

    Bhagyanagar India Ltd., the flagship company of the group has diverse business such as copper products, Jelly Filled Cables, Real Estate & Infrastructure. The company is also into Wind Power generation with an installed capacity of 12MW in Karnataka

    Surana Telecom & Power Ltd., The company currently operates in two main business segments & Power Sector. In its list of products it has Jelly Filled Telephone Cables, Optical Fiber Cables, Assembly of CDMA Mobile hand sets Fixed wireless Telephones, Power Cables.

    Surana Ventures Ltd., The Company is setting up a fully automated Silicon Wafers & Solar Photovoltaic module manufacture unit with an installed capacity to produce 80MW and is also in the advance stage of finalizing 35MW thin film Solar Power project .

     

       Promoter holding  74.09%  of 10.40cr paid up equity capital, company posted 30cr sales and 0.73cr net profit in last financial year ended 2013, also company paying dividend regularly. Now company announced stock split into 1re from 5rs. record date of split on 25/11/2014. Stock trading both NSE and BSE @ 37.50 one can buy this stock for medium to long term ,stock can move higher after stock splits.




    Disclosure :- I am holding this shares.




















       

    Thursday, November 20, 2014

    COSCO INDIA :- UPDATE

    Dear friends,



    I have recommended COSCO INDIA @ 102 on oct 31 2014 (OLD POST HERE) now trading @ 143.35, 40% return in just 14 trading days  minimum risk taker  can sell, others hold.


    Wednesday, November 19, 2014

    BEWARE OF UPPER CIRCUIT & DOWN CIRCUIT

    Hello friends,
                           Apart from the stock picks, today we are discussing about one of the most important aspects of the stock market. i.e CIRCUIT FILTERS. Most of the time Stocks hit Up or Down circuits because of the so called Operators/ Manipulators.( Not always but most of the Stocks/ Operator driven).  Now we will see how these happens in the stock market.

                   Take one example of share scrip ABC, operators are following this scrip at the early stages and starts accumulating for a considerable time. They will be having more than one accounts to do the this activity. At the same time they will have a close connections with the promoters, major shareholders, HNI etc.
                  At the initial stage, they will buy & sell the shares of ABC in to their accounts only to create the artificial volumes, in addition to it with the help of these promoters they will publish news driven/ important announcements/ sentiment driven news to Stock exchanges. By this time they will be having good amount of shares in their account . Once they finish accumulating the shares, they will put big order to make it up circuit. Please read carefully what happens next.

                Lets say ABC share has hit with upper circuit with 100000 shares, this is the time actually retail investors will rush in for this scrip, they also puts an open orders for the same. Assume now the total order say 110000. (10000 from retailers & 1 Lakh from Operators). Now they will change the order to say 100001, total order quantity will become 110001- as you know in market once you change the order it will be executed after executing the previous order. Now they will sell 10000 shares to retailers & this process will continue for many days. PLEASE NOTE THAT OPERATORS ARE ACTUAL SELLERS IN THE UPPER CIRCUIT.
                Once they will finish selling all their accumulated shares they will cancel the buying orders, naturally ABC stock will slide to lower circuit. At the end of the process Operators are sitting with the money & poor retailers are with stocks in their hand. (In some cases they will buy small quantity of the shares at each down circuits and once they finish buying they will put again big orders to make it again upper circuit and they will repeat the process or they will leave the counter).

    Dear friends , once again please hammer this words in your mind that  OPERATORS ARE ACTUAL SELLERS IN THE UPPER CIRCUIT, RETAILERS ARE THE BUYERS.
               So dear readers don't fascinating about the Upper circuits and chase the stocks blindly, finally you will be ending up burning your hands.
                This blog is to create the awareness in the investors about the CIRCUIT FILTERS.

     

    Tuesday, November 18, 2014

    SNOWMAN LOGISTICS LTD :- UPDATE

    Dear friends,

       I have recommended SNOWMAN LOGISTICS LTD @ 79, (OLD POST HERE ) on Sept 12 2014, stock now trading @ 132, ( 68% return in just two months) one can hold this stock and add more in correction, it will give multiple return in coming years.

      

    Sunday, November 16, 2014

    GLOBAL VECTRA HELICORP :- RESULT UPDATE

    Dear friends,

      I have recommended global vectra helicorp @ 64 level on Sept 5 2014,(OLD POST HERE )stock now trading @89level. Company posted stellar half year results,sales rose 176cr from 157cr,company posted net profit of 12.26cr from 18.4cr loss in last year,half year EPS was 7.5. One can strongly hold this stock .It will give multiple return in coming years.

    Details of result HERE
     

    7 GOLDEN RULES OF INVESTING STOCK MARKETS

    Dear friends,

    Today we are looking  into some interesting investment rules published Economic times news paper. My friends asking daily which price we can buy stocks (up circuit or down circuit?) patience means what in stock market?,just spend some time to read this I think this will helps investors for long term investment ideas. (All credits goes  to original articles author and economic times news paper)

     


    Although no sure-shot formula has yet been discovered for success in stock markets, here are some golden rules which, if followed prudently, may increase your chances of getting a good return:





    1. Avoid the herd mentality


    The typical buyer's decision is usually heavily influenced by the actions of his acquaintances, neighbours or relatives. Thus, if everybody around is investing in a particular stock, the tendency for potential investors is to do the same. But this strategy is bound to backfire in the long run. 

     


    No need to say that you should always avoid having the herd mentality if you don't want to lose your hard-earned money in stock markets. The world's greatest investor Warren Buffett was surely not wrong when he said, "Be fearful when others are greedy, and be greedy when others are fearful!"



    2.Don't try to time the market

     

     4. Don't try to time the market


     

     One thing that even Warren Buffett doesn't do is to try to time the stock market, although he does have a very strong view on the price levels appropriate to individual shares. A majority of investors, however, do just the opposite, something that financial planners have always been warning them to avoid, and thus lose their hard-earned money in the process.

    "So, you should never try to time the market. In fact, nobody has ever done this successfully and consistently over multiple business or stock market cycles. Catching the tops and bottoms is a myth. It is so till today and will remain so in the future. In fact, in doing so, more people have lost far more money than people who have made money," says Anil Chopra, group CEO and director, Bajaj Capita

     

    3.Follow a disciplined investment approach

     

    Historically it has been witnessed that even great bull runs have shown bouts of panic moments. The volatility witnessed in the markets has inevitably made investors lose money despite the great bull runs.

    However, the investors who put in money systematically, in the right shares and held on to their investments patiently have been seen generating outstanding returns. Hence, it is prudent to have patience and follow a disciplined investment approach besides keeping a long-term broad picture in mind.

     

    4.Do not let emotions cloud your judgement

     6. Do not let emotions cloud your judgement

     Many investors have been losing money in stock markets due to their inability to control emotions, particularly fear and greed. In a bull market, the lure of quick wealth is difficult to resist. Greed augments when investors hear stories of fabulous returns being made in the stock market in a short period of time. "This leads them to speculate, buy shares of unknown companies or create heavy positions in the futures segment without really understanding the risks involved," says Kapur.

    Instead of creating wealth, these investors thus burn their fingers very badly the moment the sentiment in the market reverses. In a bear market, on the other hand, investors panic and sell their shares at rock-bottom prices. Thus, fear and greed are the worst emotions to feel when investing, and it is better not to be guided by them.

     

     

    5.Have realistic expectations

     

     There's nothing wrong with hoping for the 'best' from your investments, but you could be heading for trouble if your financial goals are based on unrealistic assumptions. For instance, lots of stocks have generated more than 50 per cent returns during the great bull run of recent years.

    However, it doesn't mean that you should always expect the same kind of return from the stock markets. Therefore, when Warren Buffett says that earning more than 12 per cent in stock is pure dumb luck and you laugh at it, you're surely inviting trouble for yourself. 

     

     

    6.Invest only your surplus funds

     

     If you want to take risk in a volatile market like this, then see whether you have surplus funds which you can afford to lose. It is not necessary that you will lose money in the present scenario. You investments can give you huge gains too in the months to come.

    But no one can be hundred percent sure. That is why you will have to take risk. No need to say that invest only if you are flush with surplus funds.

     

    7.Monitor rigorously

     10. Monitor rigorously

     

     We are living in a global village. Any important event happening in any part of the world has an impact on our financial markets. Hence we need to constantly monitor our portfolio and keep affecting the desired changes in it.

    If you can't review your portfolio due to time constraint or lack of knowledge, then you should take the help of a good financial planner or someone who is capable of doing that. "If you can't even do that, then stock investing is not for you. Better put your money in safe or less-risky instruments," advises Kapur.

     

     

     

     

    Saturday, November 15, 2014

    NEO CORP :- RESULT UPDATE

    Dear friends,

      I have recommended NEO Corp @26 level , (OLD POST HERE )stock now trading @33 level,company posted stellar Q2 results,last years full years sales and net profit cross in just half years of 2014 EPS 6.55 compare to 5.9 in last full year. One can strongly hold this stock for further appreciation.Details of result HERE

    PIX TRANSMISSIONS LTD (500333 ) :- BUY

    Dear friends,

     

     Today we are discussing Auto Tyres & Rubber Products segment stock. Global rubber prices are trading near five year low is more benefit for these sector, one can buy this stock for log term portfolio.

     

     

                           

    PIX Transmissions Ltd., is the leading manufacturer of Belts and related mechanical transmissions products in India. The Company has state-of-the-art Belt manufacturing units as well as a completely automated Rubber Mixing facility in Nagpur.

    PIX Transmission Ltd enjoys significant brand equity in the Power Transmissions industry, with strong local as well global presence. The company has overseas subsidiary operations in Europe, and Middle-East, in addition to over 250 committed Channel Partners in over 50 countries worldwide.

     

    Product Range


    PIX manufactures an extensive range of Industrial V-Belts, Automotive Belts, Agricultural Belts, Special Construction Belts, Taper Lock Pulleys and Bushes to suit a wide array of applications.

    The product range includes, but not limited to the following:
    ● X’set Wrapped Construction V-Belts
    ● X’tra Moulded Raw-Edge V-Belts
    ● X’ceed Ribbed / Poly V-Belts
    ● X’act Synchronous / Timing Belts, Double Sided Timing Belts & application specific,
    ● Variable Speed Belts, Banded Belts and Hexagonal belts in Wrapped and Raw-Edge    construction to suite industrial and agricultural applications.
    ● Other special construction belts such as Double-Cogged, Double- Ribbed, Ribbed/Timing,    Honey Comb, PT-0, PT-6, and PT-7 Belts. The range is sensitized to application-specific    demands and includes a variety of constructions based on the polymer, tensile member, and    cover cushion/base compounds.
    ● Dual Duty Taper Lock Pulleys and Bushes.

    Infrastructure
    PIX has been on the forefront of development and innovation. The culmination of continual investment, rich and diverse experience, technology, state of the art facilities which include a design centre, fabrication workshop, and elaborate testing facilities has positioned PIX as a highly-prolific manufacturer.

    The fully-computerized Mixing plant as well as its ultra-modern production facilty reflects favourably on the company’s emphasis on automation as well as Quality. It is this facet that allows the company to offer a compelling performance to price ratio to its customers.

    Global Presence
    Keeping its overseas customers in mind, PIX has backed its products by building an impressive support infrastructure in several key markets across the globe including UK, Germany, and UAE. These locations are equipped to provide technical, commercial and stock support. PIX is perhaps the only Indian company in its Industry to feature this high level of infrastructure.

    The key strength of PIX is its growing network of independent, committed, and loyal Channel partners in India and over 50 countries worldwide. Relationships based on performance and trust have been the hallmark of PIX’ strength in this arena. PIX is also proud to count some of the Market leaders in key application verticals among its many OEM customers.

     

    Global Presence

     PIX Transmissions (Europe) Ltd  PIX Transmissions (Europe) Ltd.

      Germany  PIX Germany GmbH

        PIX Middle East FZC

    Solutions for...

    Thursday, November 13, 2014

    SAURASHTRA CEMENT LTD (502175 ) :- A TURNAROUND STORY

    Dear friends,

      Now we are looking stock from cement sector, Cement sector is defensive sector in stock market also it is a potential growth sector in forward. We are discussing today is a Gujarat based company 

     

     

                   " SAURASHTRA CEMENT LTD".











    The Indian arm of the Mehta Group has two Cement and Building materials companies: Saurashtra Cement Limited and   Gujarat Sidhee Cement Limited.

    Both companies have won prestigious national awards in the Indian cement industry and are ISO 9001:2000 and ISO 14001  certified. Their products conform to BIS, BS, SLSS and SABS standards and are marketed / distributed in bags, jumbo bags, trucks and by bulk. The companies employ multi modal transportation - road, rail and sea - to suit customers' requirements and their markets are located in Gujarat, Maharashtra, Rajasthan, Madhya Pradesh, the West Coast of India and overseas markets in Africa, the Indian Ocean and Middle East countries.

    SAURASHTRA CEMENT manufactures and markets cement under the brand name 'HATHI'. The Company is also a recognized Export House and has won the Indian cement industry's prestigious national award. Besides standard products, the company also manufactures 'Sulphate Resistant Portland Cement' for specific applications.

     

    Achievements

     

    ISO 9001:2008 Certification from RWTUV, Germany for Quality Systems.

    ISO 14001:2004 Certification from RWTUV, Germany for Environmental Management System.

    National Productivity Award for Best Production Performance 1995-96.

    National Productivity Award for Second Best Productivity in 1994-95, 1995-96 & 1996-97.

    CAPEXIL Award for Export Recognition, 1995

    Indira Gandhi National Memorial Award for Excellence in Indian Industry.

    In addition to the above, the Company has received about 50 Awards from Indian Bureau of Mines and Director General of Mines Safety for Mining in relation to Pollution Control, Soil Management, Safety, Operations & Aforestation etc.

    PRODUCTS

    Hathi Cement manufactures and distributes its range of cement. We aim to optimize distributors across all of our markets and providing a complete solution to customer's needs at the lowest possible cost, an approach we call strategic integration of activities.

      Cement is made from a mixture of 80 percent limestone and 20 percent clay. These are crushed and ground to provide the "raw meal”, a pale, flour-like powder. Heated to around 1450° C (2642° F) in rotating kilns, the “meal” undergoes complex chemical changes and is transformed into clinker. Fine-grinding the clinker together with a small quantity of gypsum produces cement. Adding other constituents at this stage produces cements for specialized uses.


             

      Saurastra Cem is in the Cement - Major sector. The current market capitalisation stands at Rs 280.53 crore.The company has reported a standalone sales of Rs 164.77 crore and a Net Profit of Rs 15.70 crore for the quarter ended Jun 2014.


    The company management includes M N Mehta - Chairman, Jay M Mehta - Executive Vice Chairman, M S Gilotra - Managing Director, Alexander Shaik - Nominee Director, Anil Kaul - Special Director, V R Mohnot - Director - Finance, Hemang D Mehta - Director, M N Rao - Director, S V S Raghavan - Director, B P Deshmukh - Director, K N Bhandari - Director, Jayant N Godbole - Director, Hemnabh Khatau - Director, Bimal Thakkar - Director, P K Behl - Additional Director, Bhagyam Ramani - Additional Director. 

     

    Details of company HERE





    Balance Sheet of Saurastra Cement

    ------------------- in Rs. Cr. -------------------

    Mar '14 Mar '13 Mar '12 Mar '11 Mar '10

    12 mths 12 mths 12 mths 12 mths 15 mths
    Sources Of Funds



    Total Share Capital 58.07 58.07 58.07 58.07 58.07
    Equity Share Capital 51.19 51.19 51.19 51.19 51.19
    Share Application Money 0.00 0.00 0.00 0.00 0.00
    Preference Share Capital 6.88 6.88 6.88 6.88 6.88
    Reserves 112.49 92.03 -94.77 -75.68 -18.62
    Revaluation Reserves 0.00 0.00 3.31 5.52 7.79
    Networth 170.56 150.10 -33.39 -12.09 47.24
    Secured Loans 43.56 120.19 279.60 265.87 258.46
    Unsecured Loans 0.00 0.00 0.00 0.00 0.00
    Total Debt 43.56 120.19 279.60 265.87 258.46
    Total Liabilities 214.12 270.29 246.21 253.78 305.70

    Mar '14 Mar '13 Mar '12 Mar '11 Mar '10

    12 mths 12 mths 12 mths 12 mths 15 mths
    Application Of Funds



    Gross Block 547.43 552.16 548.57 553.73 551.07
    Less: Accum. Depreciation 358.78 345.57 329.62 313.40 288.51
    Net Block 188.65 206.59 218.95 240.33 262.56
    Capital Work in Progress 59.10 64.28 81.08 85.48 82.77
    Investments 18.80 18.80 18.80 18.79 19.10
    Inventories 56.74 66.66 57.85 48.58 32.31
    Sundry Debtors 16.11 13.93 17.69 24.99 18.30
    Cash and Bank Balance 40.47 34.10 4.24 2.44 6.50
    Total Current Assets 113.32 114.69 79.78 76.01 57.11
    Loans and Advances 33.08 30.85 69.29 62.30 100.86
    Fixed Deposits 0.00 0.00 2.38 6.00 11.08
    Total CA, Loans & Advances 146.40 145.54 151.45 144.31 169.05
    Deffered Credit 0.00 0.00 0.00 0.00 0.00
    Current Liabilities 187.11 154.34 214.54 226.18 214.90
    Provisions 11.72 10.59 9.54 8.94 12.88
    Total CL & Provisions 198.83 164.93 224.08 235.12 227.78
    Net Current Assets -52.43 -19.39 -72.63 -90.81 -58.73
    Miscellaneous Expenses 0.00 0.00 0.00 0.00 0.00
    Total Assets 214.12 270.28 246.20 253.79 305.70
    Contingent Liabilities 24.65 20.52 35.62 34.99 33.68
    Book Value (Rs) 31.98 27.98 -8.51 -4.78 6.36


     RISKS FACTORS :-  Promoter holding good 64.42% stake in company, but they pledge 99% of holding  for company expansion purpose, company turnaround recent year this is not big a concern but investors should remember this point.








      Company posted profits in sept 2014 q2 results (june to sept is monsoon session) 140CR sales compared 116cr last year net profit of 1.93cr from 11cr loss last year. 2014-15 half year sales jump to 323cr from 231cr net profit 17.5cr compared to loss of 8cr last year. so expected EPS was full year of 2014-15 around 7.

        Cement sector PE is around 30 but saurastra cement trading @ just 3.87 PE, compare to it's peer group this stock is really undervalued ,Book value is 32 stock trading only BSE @ 55 level one can buy for this stock @ current price for medium to long term stock should cross 3 digit mark in near term.

     

    Disclosure :- It is safe to assume that, i have vested interest in it as a share holder.