I follow Indian stock market since late 90's. Here I am helping investors to create real wealth from stocks. I am not a research analyst and expressing opinion only as an Investor in Indian equities with my vast experience. I am not responsible for any loss arising out of any information, post or opinion appearing on this blog. Investors are advised to consult financial consultant before acting on any such information
Monday, 31 July 2017
Saturday, 29 July 2017
ECOPLAST LTD (526703) - STOCK OF THE WEEK
Dear friends, today I am expressing my view on one
flexible packaging industry stock.
ECOPLAST LTD (526703)
Ecoplast was incorporated on 7th May 1981 as a
private limited company. Then it is became public limited company in the year
1994. Today it is India’s one of the leading manufacture and supplier of
multilayer co-extruded polyethylene and co-polymer films to the flexible
packaging industry as well as a variety of other specialty applications around
the world.
Ecoplast has had a major role in the development of
the flexible packaging industry in India ; this industry uses multi layer
polyethylene and co-polymer films for laminating to one or more substrates,
such as polyester film, polypropylene film, often in combinations with
aluminium foil and/or paper, depending upon the packaging system.
Since over three decades, Ecoplast has been setting
standards on high quality and innovation of multilayer film structures to
provide the required film properties critical to pack, preserve and display a
wide range of products world over.
Ecoplast has its manufacturing facility at Valsad,
Gujarat. As a manufacturing specialist, Ecoplast has state-of-the-art machinery
from leading technology and machine manufactures in the world. Company's
machines give the capabilities to delivery an outstanding product and
allow us to constantly innovate better methods of production.
PRODUCTS
Company main products falls under two segments,
that is Lamination films and Surface protection films.
For many applications in flexible packaging, the
use of a single material may not satisfy all of the properties demanded of the
product. In these cases, a composite consisting of two or more layers of
material may provide the desired performance. A particularly common means of
creating such a composite is to laminate various polymeric films to other
films, foils, papers, etc. with a polymeric adhesive.
1. LAMINATION FILMS
Company's lamination are widely used in following
industries.
Agro Industries
Cosmetics & Toiletries
Food & Beverages
Pharmaceuticals
Speciality Application:
·
Adhesive
films for bonding substrates for the Automobile Industry.
·
Cement
(25kg Pack)
·
Easy
Open/Seal-Peel Films
·
Films
for Vacuum Metalising
·
Lubricating
Oils
·
PLASPER
: Polymer based Synthetic Paper Retort Films
2. SURFACE PROTECTION FILMS.
Ecoplast Ltd. is a well-known manufacturer of
surface protection films. Ecoplast provides complete range of surface
protection films designed to prevent abrasion, scratching during manufacturing
and damage during delivery cycles.
This products are widely used in following
industries.
Stainless
Steel
Aluminum
Composite Panel
Coated
Steel
Marble/Tiles
Aluminum
Sections
PVC
Sections
Decorative
Laminates
Company is certified with ISO 14000,22000 and 9001.
Company is having global customer presence in more than 11 countries.
Company website: Click here
FINANCIALS AND OUTLOOK
Company shares are trading in BSE.
Promoter holding in company 66.38% (Increased from March Qtr)
Company posted 96.85 Cr top line in Last
Financial Year.
Net profit is 1.97 Cr bottom-line in the
Last Financial year
Stock is trading low PE 15 as compared
to industry PE & major peers.
EPS 6.56
Company is reducing debt.
Regular dividend paying company
Stock is trading at Rs 101.
Company is trading PE is low as compared
to its peers and reducing trend of debt.
Promoters are increasing their stake in
the company reveals the trust about the business and future growth for the
company. As the Packaging industry is evergreen segment in the industrial
segment, Ecoplast is serving most of all industrial segments. Company’s
customers are growing in a good phase is a huge positive for the stock.
Moreover Company’s overseas business is also growing very fast.
By looking at the above stock will
rerate to its peers and will give decent returns to the investors.
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, 27 July 2017
STOCK DOUBLED IN JUST 2 MONTHS - INDTONER
Dear Investor friends, we have discussed INDIAN TONERS DEVELOPERS just 2 months back @ 162 levels. Stock recently touched 335 levels!!!!
Investors have doubled their money in less than 2 months
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
# VALUEPICKSTOCK
Saturday, 22 July 2017
CHAMAN LAL SETIA EXPORTS LTD - STOCK OF THE WEEK
Dear Investor friends, Today i am expressing my view on Agriculture product company.
CHAMAN LAL SETIA EXPORTS LTD (530307)
Chaman Lal Setia Exports Ltd was established back in 1974 in Amritsar in
Punjab and went on to become one of the largest manufacturer-exporter of
basmati rice. Founded on the core principles of integrity, trust, honesty and
fair dealings. Company’s flagship brand "Maharani"
basmati rice is one of the most trusted basmati rice company in India due to
its honest dealings and fair business practices. Chaman Lal Setia Exports Ltd
grew as its Maharani basmati rice gained popularity for its distinguished
flavor and taste.
The company started its exports in 1982 and got recognized as an export
house by Ministry of Commerce, Govt. of India in 1989. Over a period of time,
company upgraded ourselves a Star Exports House. Company marked its presence in
a number of states in India also constantly evolving to reach more and more
states. In the international market, it is exporting rice to more than 70
countries across the world in the Maharani brand or under the private labels of
the customers.
Chaman
Lal Setia Exports has a modern, state of the art, rice milling and processing
unit in Karnal, Haryana. Processing is carried out under carefully controlled
conditions. From selection of raw paddy from farms to the final packaging, each
step is covered by a set of quality parameters implemented by our experienced.
PRODUCTS
Company products include the famed Maharani brand basmati rice,
non-basmati rice and innovative rice as well as exclusive, hand-picked
varieties that appeal to connoisseurs. Its exclusive range features flavored
rice and rice for diabetics. Company know rice like no one else and offer it in
a way no other manufacturer can.
Maharani Basmati product range
In this product Range Company manufactures majorly 3 variant.
1.
Mithas Basmati Rice
2.
Begum Basmati Rice
3.
Nezzah Indian Basmati Rice
Non – Basmati Products
Here in this segment Company products are sold under the brand name of
Green world aromatic rice.
Innovative product range
This is the most growing fast segment of the company. As the health conscious
of the users are more, company offers products for Diabetics. It's a specially processed parboiled rice with low G.I.
(Glycaemic Index). Company product is based on scientific knowledge, creating
the perfect grain. This segment use special cultivars and process to create low
G.I. level rice. This makes the rice suitable for consumers when used in
moderate quantity meal of cooked rice.
Another range in this segment is Bhathi Sella Rice ( Roasted Parboiled Rice) which sustains the nuturion value of rice.
Company website: Clickhere
FINANCIALS AND OUTLOOK
Company shares are trading in BSE.
Promoter holding in company 74.7%
Company posted 136.9 Cr top line in
March qtr.
26 % growth QOQ basis (136.9 Cr against
108.1 Cr)
Net profit is 8.41 Cr in the March qtr.
27 % growth QOQ basis (8.41 Cr against 6.63
Cr)
Stock is trading low PE 13 as compared
to industry PE of 28
EPS 7.44
Company is reducing debt.
Regular dividend paying company
3 year ROE : 33%
Stock is trading at Rs 97.
Company is trading PE is low as compared
to its peers and reducing trend of debt.
Company’s products are having a huge
demand in both domestic as well as international markets. Company’s new
Innovative and value added products are with good market share is a positive
for the company. Company has performed consistent growth of over 40% over the
past five years. By considering above, this stock will give handsome returns to
the investors in a days to come.
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, 20 July 2017
STOCK DOUBLED IN 3 MONTHS !!!!!!!!! - RAJ PACKAGING
Dear Investor friends, we have discussed RAJ PACKAGING INDUSTRIES just 2.5 months back @ 32 levels. Today stock touched Rs 64.6 level (New 52 week high)
Investors have doubled their money in less than 3 months
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
# VALUEPICKSTOCK
Wednesday, 19 July 2017
40% RETURN!!! - VIPUL ORGANICS LTD
Dear Investor friends, we have discussed VIPUL ORGANICS LTD just couple of months back @ 105 levels. Today stock touched Rs 151 level (New 52 week high)
More than 43% returns earned by investors in a just two months time.!!!!
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
#VALUEPICKSTOCK
More than 43% returns earned by investors in a just two months time.!!!!
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
#VALUEPICKSTOCK
Monday, 17 July 2017
33% RETURN -BHARAT SEATS LTD
Dear Friends, we have discussed BHARAT SEATS LTD just couple of months back @ 88 levels. Today stock touched Rs 116 (New 52 week high)
More than 33% returns earned by investors in a just two months time.!!!!
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
#VALUEPICKSTOCK
More than 33% returns earned by investors in a just two months time.!!!!
WHATELSE INVESTORS WANT!!!!!!!!!
OLD POST: Clickhere
#VALUEPICKSTOCK
Saturday, 15 July 2017
MODISON METALS LTD (506261) - STOCK OF THE WEEK
Dear Investor friends, Today I am expressing my view on one Electrical metal component manufacturing company.
MODISON METALS LTD (506261)
MODISON
is the only company globally manufacturing electrical contact materials and
finished contacts for low, medium and high tension switchgear industry under
one roof starting from Silver Refining to producing all the contact materials.
MODISON was
founded in 1965, to deal in tool steels and export of engineering and general
merchandise.
A decade later in 1975,
company established the first manufacturing facility in Mumbai basically for
refining of silver. Later it started
exporting large quantities of refined silver to renowned bankers and dealers in
Europe and U.S.A. MODISON was instrumental in establishing ‘999’ Good Delivery
Silver Bars in India for bullion trading.
Within a couple of years after starting silver refining, the
company’s management realized the vast potential for Electrical Contacts and
Contact Materials for switchgear industry and thus facilities were added to
manufacture silver and silver alloy wires, plates, strips and solid/ bitmetal
contacts.
This was the
beginning of MODISON’s contacts manufacturing at Mumbai. The company soon made
necessary manufacturing to cater to the market needs. Company is having technical collaboration with DODUCO KG,
Pforzheim, Germany, in 1983, the world’s leading manufacturer of contact
materials.
Modison is having two
manufacturing facilities at Vapi and Silvassa. MODISON is the only company
globally manufacturing electrical contact materials and finished contacts for
low, medium and high tension switchgear industry under one roof starting from
Silver Refining to producing all the contact materials.
PRODUCTS
Modison
manufactures following main products.
Low voltage Electrical Contacts
Medium & High Voltage Electrical Contacts
Precious metal compounds
Silver Bullion for Gifts & Investments
Services for Refining of Precious metals
Low Voltage Contacts
Modison
manufactures number of different low voltage contacts, mainly from Bimetals and
refined silver.
BI-METAL, as
the name implies, is a combination of two metals – a precious contact metal
bonded to a suitable backing metal. Bi-metals are designed to effect economy by
way of reduction in use of precious metals like Silver. Generally, Silver or an
alloy of Silver forms the contact material while Copper/ Brass aee the most
commonly used Backing materials. The bond between contacts and Backing materials
is mechanically and thermally sound.
Medium & High Voltage Electrical Contacts
For High &
medium voltage contacts, company manufactures number of products for Switchgear
applicaions.
Modison offers
Silver Copper - Eutectic Brazing Alloys for high temperature brazing for Vacuum
applications.
These alloys are manufactured using State of the Art Vacuum
Melting Furnace and can be supplied in the form of Wire Rings, Washers, Shims
Foils, special shapes.
Precious metal compounds
Modison mainly
manufactures following Precious metal compounds.
Silver Nitrate
Silver oxide
Silver Sulphate
Silver Bullion for Gifts & Investments
These are the add-on
products for companys portfolio. Different weights of Silver bars and coins are
being manufactured. This will be for gift and for investment purposes. MODISON
manufactures custom made shapes of these products, these are being manufactured
from refining the metals hence purity of the metals are restored.
Services for Refining of Precious metals
Company is having
following services also in the fiield of precious metals.
Refining and
Recovery of Precious Metals
Melting and
Assaying of Silver
Silver Plating
R&D
Development of Contact materials for special applications
Electron Beam
Welding
Company website: Clickhere
FINANCIALS AND OUTLOOK
Company shares are trading in BSE.
Promoter holding in company 51.65%
Company posted 54.29 Cr top line in
March qtr.
Net profit is 2.6 Cr in the March qtr.
Company pasted 190.7 Cr Top line on
yearly basis as compared to 168.1 Cr previous year (13.4 % increase YOY basis)
- consolidated
Profit has jumped to 14.08 Cr from 10.8
Cr (30.3 % increase YOY basis) - consolidated
Stock is trading low PE as compared to
its peers.
EPS 4.34
Debt to Equity is 0.2
Regular dividend paying company
Stock is trading at Rs 60.
Company has posted good set of Numbers.
Company is trading PE is low as compared to its peers and reducing trend of
debt.
Company’s products are unique and having
huge demand in Domestic as well as international markets. As the products are
widely used in Electrical switchgear and related industries which is growing
much faster than other Electrical related industries which is a huge positive
for the stock. This stock will give multiple fold returns to the investors in a
days to come.
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”
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