Wednesday, July 27, 2016

ARMAN FINANCIAL SERVICES LTD :- ANOTHER SATIN CREDITCARE IN FUTURE ?

Dear friends,

  ARMAN FINANCIAL SERVICES LTD

  In recent year micro finance sector is favourite  sector for FII and HNI investors, I have recommended SATIN @ 300 level now stock near to 700 !!!. Now today we are looking into one more stock in this sector for portfolio  investments.


Arman Financial Services Limited (ASFL) ‘A’ Non-Banking Finance Company – Asset Finance Company (NBFC-AFC) with rural and semi-rural financing at the center of its business model, Arman provides affordable financing with simple, no-hassle loan products. AFSL and its sister concerns offer two major financial services: Two-wheeler and three-wheeler finance and Group-Based Microfinance, offered by Namra Finance Ltd – a wholly-owned subsidiary of AFSL. Namra Finance is a RBI Registered NBFC-Microfinance Institution (MFI).

 

By enabling affordable personal mobility via two-wheeler and three-wheeler financing, Arman promises a better life to the middle-class and emerging middle-class, and helps families move up the economic ladder. By offering small ticket income generating loans to bottom of pyramid customers, it offers poor house-hold to increase their income and drastically enhance their livelihood. 

 

 With over a decade of lending experience in Western India serving areas and clients where it is not possible for the banks to provide financial services under the current market scenario. This distinctive characteristic of the last mile credit delivery system separates Arman from a bank and/or other NBFCs.

 

 Arman financial posted 42 cr top line and 8 cr bottom line in 2015-16 financial year, all micro finance company's posted stellar set of results in June 2016 quarter, expecting  this company is also posting good set of results. Arman is growing around 30 % in annual  basis and HNI are searching new stocks for this sector is more benefit for this stock. Almost all  micro finance stocks are doubled in last one month, this stock is just moved 35 %, so investor can buy this stock @ current price and hold for long term this stock may cross 4 digit mark in future!!!. Stock trading both NSE and BSE @ 295 level.


Latest management interview HERE


Before buying any stock take advice from certified person.


Disclosure :- I am holding this company shares.


 

  

 

Tuesday, July 26, 2016

STAR PAPER MILLS LTD :- 85% RETURN IN JUST 2 MONTHS !!!!!

Dear friends,



   I have recommended "STAR PAPER MILLS LTD " @ 37 level on may 2016, stock today hit 67.80, so 85 % return in just 2 months !!!!!!

     


OLD POST HERE


Monday, July 25, 2016

SATIN CREDITCARE LTD :- DOUBLED IN JUST 10 MONTH!!!!

Dear friends,


    I have recommended "SATIN CREDITCARE LTD " @ 300 level on September 2015, stock today hit 618 level , so 100% return in just 10 months !!!!!



Old post HERE

Thursday, July 21, 2016

BAG FILMS LTD :- 50% RETURN IN JUST 9 TRADING DAYS !!!!!

Dear friends,

 I have recommended "BAG FILMS LTD" on July 11 2016 @ 4.40 level , today stock hit 6.40!!! ,So 50% return in just 9 trading days!!!!


Old post HERE.

Wednesday, July 20, 2016

FILATEX INDIA LTD :- MULTIBAGGER STOCK

Dear friends,


  Today we are looking into one more textile sector stock for long term investments,


    

          FILATEX INDIA LTD





Filatex India Limited was incorporated as a public limited company on 8th August 1990 and received its certificate of commencement of business on 5th September 1990.



The Company is involved in manufacturing of various varieties of synthetic manmade fibres and is considered as pioneers in manufacturing of Mono filament yarn in Indian market.

 

  Fil  has also diversified itself into Special Polyester Filament Yarns like Micro Denier Polyester Filament Yarn and in 2008 FIL started manufacturing Polyester Fully Drawn yarn using modern machines from Barmag, Germany.


FIL has also added colored polyester yarn to its kitty of products. In year 2008, FIL started producing Polyester Fully Drawn yarn using latest machines from Barmag, Germany.

 

 FIL manufactures Specialty Polyester Filament Yarns, which have a high value addition as compared to the normal denier synthetic yarns. One of the Specialty Yarns, which FIL manufactures is Micro Denier Polyester Filament Yarns (MDPFY). MDPFY is an import substitute and its demand is growing at a very rapid pace because of its inherent strengths. 



FIL also diversified their manufacturing of Semi-dull to Dope Dyed yarn with a view of its wide use and higher contribution. About 70 shades are in their range of production. 

 

The company has its own marketing offices at all the major market areas viz. Delhi, Mumbai and Surat. While, the major customers and exports are directly handled by the company’s marketing offices, small customers are catered through a net work of dealers spread throughout the country. All these marketing offices are headed by well qualified marketing personnel having rich experience in the Industry.



Products










 Newly commissioned yarn plant boosted company's overall performance, Promoter holding 62.58% stake, comapny posted stellar set of results in last quarter and management more confident to post even better results coming quarters. 1300 cr top line with 27 cr bottam line  company is trading  just 244 cr market cap, Filatex have 62 book value, This sector is trading around 15 pe but this stock available just 9.5 pe !!!.


  Stock trading both NSE and BSE @ 76.50 level , long term investor can buy this gem @ current price and hold in portfolio i strongly believe  this is one stock will give multiple return in portfolio.



Before buying any stock take advice from certified person

Disclosure :- I am holding this stock.
 


 

Monday, July 18, 2016

VARDHMAN ACRYLICS :- BUY

Dear friends,


  Today we are looking into textiles sector stock for medium to long term investments,




            Vardhman Acrylics








Vardhman, a leading textiles group in India ventured into manufacture of Acrylic Fiber & Acrylic Tow in 1999. End products are used in apparels & house hold uses.

The company has set up a 18000 TPA Acrylic Staple Fibre and Tow production plant. The world class wet spun technology for the manufacture of Acrylic fiber / Tow has been sourced from Japan Exlan Co. Ltd., Japan. It is a state of the art, highly automated production facility making it amongst the most advanced plants of its type in the world. 

 

  Vardhman acrylics is a debit free company , promoter holding 74.81% stake in company and book value of 37.50 stock just trading near book value. 4100 cr top line and 93 cr bottom line company is trading only in NSE @ 39 level, investor can buy this stock @ current price and hold medium to long tern this  is low risk high return stock.It  may cross 3digit mark in future. 

 

Before buying any stock take advice from certified person

 Disclosure :- I am holding this company shares.










Tuesday, July 12, 2016

TAINWALA CHEMICALS & PLASTICS (INDIA) LTD :- HIDDEN GEM

Dear friends,


  Today we are looking into one stock from Plastic Products sector, but this stock have huge unlock value for investors.

TAINWALA CHEMICALS & PLASTICS (INDIA) LTD

The Tainwala group has diverse production as well as marketing activities in its fold. The core competence of the group lies in plastics processing and marketing. The group has interests in fast moving consumer goods, consumer durables, industrial products, packaging and real estate.

  


          Tainwala Chemicals & Plastics Ltd. (India)

 

      The company started out by manufacturing household consumer utility products like ‘wet wipes’ and ‘mosquito repellants’. These products were launched under foreign technical collaborations with world leaders in their field like Storalene AB, Sweden and Sumitomo Corporation, Japan .

  • The company diversified into the plastics sheet extrusion in 1990. The company entered into a technical collaboration with Cincinnati Milacron, Austria for the manufacture of PVC Sheets .

  • In 1993 the company joined hands with another company Amut Spa, Italy for the expansion of its plastic sheet extrusion business.

  • The company's business of consumer products was subsidiarised into a new company, Tainwala Personal Care Products Limited in the year 1994, in order that better focus could be provided to the marketing of the products.

  • Company's primary activity today is plastic sheet and profile extrusion.

  

Samsonite South Asia Pvt. Ltd.

  • Samsonite South Asia Pvt. Ltd. was promoted by the Tainwala Group in a joint venture with Samsonite Corporation Limited, U.S.A. 40 % of the companies equity is held by the Tainwala Group, ( TAINWALA CHEMICAL HOLDS 10 % ),whereas the balance 60 % is held by Samsonite Corporation U.S.A. the company started operations in March 1997 .

  • The company, since inception has followed the stringent standards set by Samsonite worldwide in all areas beginning with plant layout, equipment selection, product selection and commercial production. The plant is situated at Nasik, about 120 kms. from Mumbai.

  • The plant is ISO 9000 and ISO 14000 certified. 80% of the companies production is exported worldwide including countries in North America, Europe, Asia, Africa and the Middle-East.

   

           SAMSONITE SOUTH ASIA"S expected 2016  topline around 1000 cr and bottom line around 100 cr, it comes around value of 280 cr for Tainwala chemicals ( presently holding good 3069873 shares of SAMSONITE SOUTH ASIA ). Also Tainwala chemical holds  " PERIWINKLE FASHIONS" shares.

(Tokyo-listed global lingerie brand Wacoal is entering India through a joint venture with Periwinkle Fashions. The new venture will be named Wacoal India, with Wacoal International Hong Kong).

 

    Tainwala chemical is receiving around 20 cr of dividends from their investments in mutual funds and other unlisted entity. Promoter holding 67 % of the company, Book value of the company around 47 with EPS of 4.4. Debit free company with 35 cr free reserve and 280 cr value in investments ,stock trading just 50 cr market cap is very interesting !!!!.  Unlock value of company is very huge, so investor have more patience can buy this stock @ current price and buy more in correction (if any) for multiple return in coming year. Stock trading both NSE and BSE @ 54 level.

 

Before buying any stock take advice from certified person.

 

Disclosure :- I am holding this company shares.

 

 

 





   

Monday, July 11, 2016

BAG FILMS & MEDIA LTD- TURNAROUND STORY

Dear friends,


    Today we are discussing stock from Broadcasting & Cable TV sector stock for short term  to medium term investments,

       B.A.G.FILMS & MEDIA LTD

   Incorporated in 1993,BAG Films and media Ltd is an integrated media and entertainment company.The company focuses on TV and film production, media education, new media and convergence. It also primarily operates in television and radio broadcasting business. The company produces approximately 40 programmes including news, chat shows, current affairs, entertainment, soaps, audience-based shows and infotainment.

  

 Broadcast 24 is the umbrella brand of B.A.G. Network that was launched in 2007. Under it ,the B.A.G. network has launched successful channels and networks including “News 24”- the fastest growing Hindi news channel in India, “E 24”- Bollywood's No 1 Channel, “Dhamaal 24”- an FM radio network amongst others. After these successful undertaking of Broadcast 24- the B.A.G. Network aims to continue to expand its ventures and widen horizons in content creation and dissemination.

 

    Promoter holding good 41.90% stake in company, BAG FILM posted net profit in last quarter company's top line grows 10.89 cr and bottom line was 1.59 cr. Book value of company is 5.5 stock trading 20% discount to book value, stock trading both NSE and BSE @ 4.40 level some risk taker investor can buy @ current level for good return.

  

  Before buying any stock take advice from certified person.

 

 Disclosure :- I am holding this company shares.

 



Thursday, July 7, 2016

ZEAL AQUA LTD (539963 ) :- WORTH LOOKING ?

Dear friends,


  Today we are discussing  newly listed in aquaculture segment stock for medium term investments,


            

                      ZEAL AQUA LTD

 


                                 devi seafood shrimp





The company was inc

   Zeal Aqua Ltd (ZAL) is engaged in shrimp farming and also engaged in satellite farming whereby it supplies inputs i.e shrimp feeds, shrimp seeds, probiotics and other aquaculture related products etc on credit to small farmers and buys shrimps from these farmers. The Company has approx 1050 satellite farms. The satellite farming enables companies to scale up and multiply its production without putting up physical infrastructure on its own. This flexible model of shrimp production helps it to efficiently manage growing demand of shrimps. After establishing the strong foothold in the shrimp farming and satellite farming activities, as a part of forward integration ZAL is in process of setting up shrimp processing unit for their shrimp including cold storage and primarily to manufacture Individually quick frozen (IQF) shrimp products With the help of this proposed processing unit, ZAL will be in a position to directly sell the finished product (consumable shrimp) to the export market.

 

 At present, it has approx 160 ponds spread over village Mor, Delasa, Mandorai, Cutpore, Nesh, Dandi, Olpad, Orna, Bhagwa, Udhana, etc admeasuring area of approx 200 hectares of land wherein the land on which ponds are constructed for cultivation of shrimp by the Company is in accordance with collaboration agreements with various parities.

 

      PROMOTERS VAST EXPERIENCE WITH SOUND MARKET KNOWLEDGE  :- The company's promoter have been involved in aquaculture -shrimp farming since last 20 years.The company aims to develop an advanced ,sustainable and fully integrated Aquaculture system.

 

 


 FINANCIALS :- (IN CR )



                      MARCH15               

 

       SALES           171                                


       PAT                  3.05                          




   To part finance setting up of shrimp processing unit and raise corporate general corpus, the company is recently come out with IPO of 1135000 equity share of Rs. 10 each at a fixed price of Rs. 130 per share.Stock is listed on BSE SME  @ 133 level (1000 share lot ), I strongly believe high experience promoter and good business model this company's growth even more in coming years, investor with ability to hold can buy this stock @ current price ( low volume traded stock ) and hold short to medium term this stock may give decent return in portfolio.


  Before buying any stock take advice from certified person


Disclosure :- I am holding this stock in my portfolio.



 NOTE :- The above is not a research report but information as available on public domain and it should not be treated as a research report.


Company website HERE









ParticularsMar 2015Mar 2014Mar 2013Mar 2012Mar 2011Net Sales1713.42 1359.94 722.29 648.63 570.90 Total Income1716.53 1361.66 722.56 648.63 571.53 PBIDT104.14 95.45 65.27 53.71 28.06 PBT40.72 52.03 21.90 18.28 13.11 PAT30.74 35.00 14.10 12.26 8.74 Reserves and Surplus163.39 143.32 86.78 72.77 22.66 Net Worth194.06 162.49 101.78 87.76 35.65 Total Debt388.20 132.44 221.38 123.66 108.31 ROCE18.26 28.10 21.75 26.02 18.65 RONW17.24 26.49 14.88 19.87 24.51 PATM(%)1.79 2.57 1.95 1.89 1.53 CPM(%)3.20 3.21 2.94 3.02 1.70 CEPS17.86 22.75 14.15 13.04 7.47 Enterprise Value276.12 139.85 228.35 135.49 119.13  - See more at: http://money.livemint.com/news/ipo/analysis/zeal-aqua-coming-with-an-ipo-to-raise-upto-rs-14-76-crore-464414.aspx#sthash.G9X9TmRS.dpuf
ParticularsMar 2015Mar 2014Mar 2013Mar 2012Mar 2011Net Sales1713.42 1359.94 722.29 648.63 570.90 Total Income1716.53 1361.66 722.56 648.63 571.53 PBIDT104.14 95.45 65.27 53.71 28.06 PBT40.72 52.03 21.90 18.28 13.11 PAT30.74 35.00 14.10 12.26 8.74 Reserves and Surplus163.39 143.32 86.78 72.77 22.66 Net Worth194.06 162.49 101.78 87.76 35.65 Total Debt388.20 132.44 221.38 123.66 108.31 ROCE18.26 28.10 21.75 26.02 18.65 RONW17.24 26.49 14.88 19.87 24.51 PATM(%)1.79 2.57 1.95 1.89 1.53 CPM(%)3.20 3.21 2.94 3.02 1.70 CEPS17.86 22.75 14.15 13.04 7.47 Enterprise Value276.12 139.85 228.35 135.49 119.13 - See more at: http://money.livemint.com/news/ipo/analysis/zeal-aqua-coming-with-an-ipo-to-raise-upto-rs-14-76-crore-464414.aspx#sthash.G9X9TmRS.dpuf
The company was incorporated as ‘Zeal Aqua Private Limited’ at Surat under the provision of the Companies Act, 1956 vide certificate of incorporation dated March 6, 2009 issued by the Assistant Registrar of Companies, Gujarat, Dadra and Nagar Haveli. Consequent upon the conversion of the company to public limited company, the name of the company was changed to ‘Zeal Aqua Limited’ and fresh certificate of incorporation dated March 31, 2015 was issued by the Assistant Registrar of Companies, Ahmedabad. The company’s promoters who were individually engaged in culturing shrimps joined hands in 2009 and incorporated the company ‘Zeal Aqua Private Limited’ to make the business scalable and reap the benefits of synergy. In addition, the introduction of schemes of Government to allot coastal lands for aquaculture purposes to promote this industry and generate a source of revenue for farmers motivated its promoters to have a vision to develop an advanced, sustained and fully integrated aquaculture system in Surat and also across India.
The company has around 160 ponds spread over village Mor, Delasa, Mandorai, Katpore, Nesh, Dandi, Olpad, Orma, Bhagwa, Kantyajal, etc admeasuring area of around 200 hectares of land wherein the land on which ponds are constructed for cultivation of shrimp by the company is in accordance with collaboration agreements with various parities. The company is also engaged in satellite farming whereby it supplies inputs i.e shrimp feeds, shrimp seeds, probiotics and other aquaculture related products etc on credit to small farmers and buys shrimps from these farmers. The company has approx 1050 satellite farms. It deploys its specific quality control measures and the farmers under satellite farming are required to adhere to its farming standards. The satellite farming enables companies to scale up and multiply its production without putting up physical infrastructure on its own. This flexible model of shrimp production helps the company to efficiently manage growing demand of shrimps.
After establishing the strong foothold in the shrimp farming and satellite farming activities, as a part of forward integration the company is in process of setting up shrimp processing unit for their shrimp including cold storage and primarily to manufacture Individually quick frozen (IQF) shrimp products for which the company had already purchased land admeasuring area of 35076 sq meters and 14569 sq meter land on lease basis at Village Orma, Olpad, Surat. In order to achieve its object of enhancing productivity, quality and minimize environmental degradation the company has taken various measures such as introduction of PE Line Ponds, use of qualitative feeds, bio-security measures such as fencing and water management among others.
- See more at: http://money.livemint.com/news/ipo/analysis/zeal-aqua-coming-with-an-ipo-to-raise-upto-rs-14-76-crore-464414.aspx#sthash.G9X9TmRS.dpuf
The company was incorporated as ‘Zeal Aqua Private Limited’ at Surat under the provision of the Companies Act, 1956 vide certificate of incorporation dated March 6, 2009 issued by the Assistant Registrar of Companies, Gujarat, Dadra and Nagar Haveli. Consequent upon the conversion of the company to public limited company, the name of the company was changed to ‘Zeal Aqua Limited’ and fresh certificate of incorporation dated March 31, 2015 was issued by the Assistant Registrar of Companies, Ahmedabad. The company’s promoters who were individually engaged in culturing shrimps joined hands in 2009 and incorporated the company ‘Zeal Aqua Private Limited’ to make the business scalable and reap the benefits of synergy. In addition, the introduction of schemes of Government to allot coastal lands for aquaculture purposes to promote this industry and generate a source of revenue for farmers motivated its promoters to have a vision to develop an advanced, sustained and fully integrated aquaculture system in Surat and also across India.
The company has around 160 ponds spread over village Mor, Delasa, Mandorai, Katpore, Nesh, Dandi, Olpad, Orma, Bhagwa, Kantyajal, etc admeasuring area of around 200 hectares of land wherein the land on which ponds are constructed for cultivation of shrimp by the company is in accordance with collaboration agreements with various parities. The company is also engaged in satellite farming whereby it supplies inputs i.e shrimp feeds, shrimp seeds, probiotics and other aquaculture related products etc on credit to small farmers and buys shrimps from these farmers. The company has approx 1050 satellite farms. It deploys its specific quality control measures and the farmers under satellite farming are required to adhere to its farming standards. The satellite farming enables companies to scale up and multiply its production without putting up physical infrastructure on its own. This flexible model of shrimp production helps the company to efficiently manage growing demand of shrimps.
After establishing the strong foothold in the shrimp farming and satellite farming activities, as a part of forward integration the company is in process of setting up shrimp processing unit for their shrimp including cold storage and primarily to manufacture Individually quick frozen (IQF) shrimp products for which the company had already purchased land admeasuring area of 35076 sq meters and 14569 sq meter land on lease basis at Village Orma, Olpad, Surat. In order to achieve its object of enhancing productivity, quality and minimize environmental degradation the company has taken various measures such as introduction of PE Line Ponds, use of qualitative feeds, bio-security measures such as fencing and water management among others.
- See more at: http://money.livemint.com/news/ipo/analysis/zeal-aqua-coming-with-an-ipo-to-raise-upto-rs-14-76-crore-464414.aspx#sthash.G9X9TmRS.dpuf
Aquaculture
Aquaculture
Aquaculture

STYLAM INDUSTRIES LTD (526951) :- 400% RETURN IN JUST 20 MONTH

Dear friends,



   I have recommended "STYLAM INDUSTRIES " @ 84 level , today stock hit 425, so 400% return in just 20 month.

 

 

 

OLD POST HERE

Wednesday, July 6, 2016

GEECEE VENTURES LTD :- 100% RETURN IN JUST 5 MONTH

Dear friends,


I have recommended "GEECEE VENTURES " @ 107 level today stock hit 214, so 100% return in just 5 months!!!!!!!!!!!!!!

 

 

OLD POST HERE

Tuesday, July 5, 2016

STOREONE RETAIL INDIA LTD :- 425 % RETURN IN JUST 20 MONTH !!!!!!!!!!!!!!


Dear friends,


  I have recommended "STORE ONE RETAIL " @ 45 level, stock now  hit 236 level, so investor earn 425% in just 20 month!!!!!!!!!!!!

 

 

         JUST POWER OF RESEARCH FROM VALUEABLEGEM





OLD POST HERE

Monday, July 4, 2016

COSMO FERRITES LTD (523100 ) :- BUY

Dear friends,


    Today we are looking into  one interesting for portfolio investor,

              

               COSMO FERRITES LTD

Mr. Ashok Jaipura, a visionary, veteran Industrialist of India, kept the founding stone of Cosmo Group. Cosmo group is known in every corner of world for its world class product, state of art & patented production technology & commitment towards its customer satisfaction.

In 1981  first founding stone of Cosmo Films marked the beginning of Cosmo Group. Cosmo Film is a pioneer of BOPP manufacturing in India. Later, in year 1986 second member of Cosmo Group - Cosmo Ferrites founding stone was kept, adding another golden feather in Cosmo Group. Cosmo Ferrites is also a pioneer of Soft Ferrites manufacturer in India.

  

 Cosmo Ferrites Ltd.,one of the leading manufacturer and exporter of Soft Ferrites, was established in 1986 with its state of art manufacturing facility in the foothills of Himalaya. Since Inception Cosmo has maintained product and Quality leadership in both the Domestic and Export segments. With a belief of constant growth and innovations,we upgraded our production capacity from 500 MT to 3600 MT over the time and consequently are ranked #1in India in terms of capacity. .Major applications of ferrites are inverter transformers, current transformers, fly-back transformers, driver transformers, pulse transformers, line filters, choke, noise suppressors etc.

 

   Promoter holding 63.50% stake in company, cosmo ferrites posted turnaround results in last financial year ,company posted 60.5 cr top line and 0.05 cr bottom line (last year top line 55 cr and bottom line loss of 1.68 cr ). Governments new growth path is more hope full  in this sector in coming quarters. Little risk taker investor can buy this stock @ current price and add more in correction (if any) hold for short to medium term portfolio. Stock is trading only in BSE @ 19.50 level.


  Before buying any stock take advice from certified person.


Disclosure :- I am holding this stock in my portfolio.

 

 

 




Sunday, July 3, 2016

2016 HALF YEAR STOCK PERFORMANCE TRACKER :- PATIENCE INVESTOR ALWAYS WILL SUCCEED

2016 HALF YEAR STOCK PERFORMANCE TRACKER

Dear Investors,
                      Now time has to come to review the performance of my recommended valuable gems. below is the track sheet of the recommended stocks for the first half of 2016.

Out of 24 stock recommended, only 9 stocks are lower than the recommended price now ( peak rates of all the recommended stocks are appreciated). 

Click here for larger view
"PATIENCE INVESTOR ALWAYS WILL SUCCEED"


Happy Investing
- Valueablegems