Thursday 31 August 2017

STOCK DOUBLED IN 12 DAYS - BEEKAY STEEL


Dear Investor friends, we have discussed BEEKAY STEEL INDUSTRIES just two weeks back @ 129 levels. Stock today touched 266 levels( New 52 week high) !!!! 


STOCK DOUBLED IN 12 TRADING DAYS


WHAT MORE INVESTORS WANT!!!??? 

Oldpost:Clickhere

#VALUEPICKSTOCK

Tuesday 29 August 2017

4 BAGGER RETURN - BNR UDYOG

Dear Investor friends, we have discussed BNR UDYOG  @ 14 levels. Stock today touched 61 levels( New LIFE TIME high) !!!! 

400% (4 TIMES) RETURN IN 3 YEARS


WHAT ELSE INVESTORS WANT!!!! 

Oldpost:Clickhere

Note:


This has been published in my old blog.Now I am writing in this blog only.

#VALUEPICKSTOCK

Saturday 26 August 2017

RTS POWER CORPORATION LTD (531215) - STOCK OF THE WEEK

Dear Friends, Today I am expressing my view on Eletrical and related company


RTS POWER CORPORATION LIMITED (531215)

RTS Power Corporation Limited is an ISO 9001 Certified company and promoted by Bhutoria Group engaged in providing relevant and power-conversion and power quality solutions in India.

RTS is mainly engaged in the business of manufacturing of High Voltage Dry Type transformers, Cables, Conductors and related products. Bhutoria Group, an enterprise whose history spans more than 175 years.



RTS Power is approved vendor and regular supplier for all State Electricity Boards in India. The company is also an approved vendor for Defense Services (MES & Air force), Indian Railways, and many Telecom and Private Companies.

RTS Having Total 8 manufacturing and Power facilities across India. Transformer manufacturing facilities are mainly situated in Rajasthan, Uttar Pradesh and West Bengal. RTS has integrated facilities for processing of CRGO core, slitting, cutting and annealing, conductor manufacturing (drawing, annealing and paper covering), transformer oil processing, tank fabrication, core assembly, winding, assembling and tanking. 

PRODUCTS
Company’s products mainly fall under two categories Transformers and Cables & Conductors.


TRANSFORMERS
Distribution Transformers: 
RTS  manufacture a range of Distribution Transformers suitable for use in Utilities and industries. Distribution Transformers ranging between 16 KVA to 1000 KVA range with 11/33 KV class along with various options and features that are custom-made as per requirement. 
Power Transformers: 
Company  manufacture a range of Power Transformers between Upwards of 1 MVA to 50 MVA range with 11/33/66/132 KV class including two winding, three winding and auto transformers. 

Dry Type Transformers: 
RTS  manufacture and supply Dry Type Transformers from 25 KVA upto 2.500 MVA, 11KV). This department is equipped with vacuum impregnation tanks, multi-faceted ovens, dust free manufacturing area and other equipment required specially for the Dry type transformers. Company also provide a compact Sub Station solution for the above mentioned range.


CABLES & CONDUCTORS
Company’s Cable division is situated in Jaipur with following products.

Manufacture of Conductor: AAC,AAAC, ACSR
Manufacture of XLPE/PVC Insulated (LT/HT) Power & Control Cable upto 33000 Kv
Manufacture of Aerial Bunch Cable Single & Multi Core
Manufacture of House Wiring Cables (PVC ) FR & FRLS
Manufacture of Railway Signaling Cables



SERVICES
Apart from the manufacturing, RTS is also engaged in the services and maintenance of the transformers. In order to ensure that customers receive prompt after sales service for purchased transformers, RTS have set up dedicated servicing teams at  facilities in Jaipur, Agra and Kolkata. This has ensured timely response to the servicing needs of our customers. RTS has extensive and modern capabilities in repair and re-engineering of damaged transformers of all makes across the range - 10 kVA, 11/.433 kV to 55 MVA 132/33 kV.


CUSTOMERS

Company is having strong customer base across major Industries. State Electricity Boards and Railways and Defence are the growing Customers for the company. Company is serving for Telecom companies like AIRCEL, BSNL, and VODAFONE etc.


Company website: Clickhere

FINANCIALS AND OUTLOOK

Company shares are trading in BSE. Promoter holding in company 67.25%

Company posted 107 Cr top line in Last Financial year.

Net profit is 1.86 Cr bottom-line in Last Financial year.


Stock is trading low PE compared to industry & its major peers.

Book Value: Rs 57.2
Debt to equity ratio is 0.61

Stock is trading at Rs 32

Stock is trading below its Book Value & PE is low as compared to its peers. Company is mainly engaged in the business of Power Transformers for various industries as well as Government agencies.
Govt. push on Rural electrification and Electrification of Railways is a huge positive for the stock. Considering above and performance of the company stock will rerate and will give handsome returns to the investors in near future.


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”



Friday 25 August 2017

Tuesday 22 August 2017

50% RETURN IN A WEEK - BEEKAY STEEL INDUSTRIES LTD

Dear Investor friends, we have discussed BEEKAY STEEL INDUSTRIES just a  week back @ 129 levels. Stock today touched 198 levels( New 52 week high) !!!! 

Oldpost:Clickhere

#VALUEPICKSTOCK

Saturday 19 August 2017

TIRUPATI SARJAN LIMITED (531814) - STOCK OF THE WEEK

Dear Investor Friends, Today I am expressing my view on housing related company.




TIRUPATI SARJAN LIMITED (531814)

Tirupati Sarjan Limited is Gujarat based India’s one of the growing real estate company. Serving and Fulfilling Dreams of innumerable customers in the various cities of Gujarat. It is founded in in 4th January, 1995. Core objective of the company is to provide pre-eminent housing at affordable prices catering to the middle class Families of North Gujarat. As a group, company has executed over 100 projects during its tenure from its inception till date. Tirupati Sarjan Ltd (TSL) is an ISO 9001:2008 certified Company.  

Name TIRUPATI, is derived from the following abbreviations.
T – Trusted name I - Innovation R – Robust Structures U – Ultramodern
P - Pragmatic A - Ambitious T - Talented I - Insightful 

Company has expanded its operations in Residential, Commercial & Infra projects in Africa. Not only public but also Government authorities have utmost faith in company's projects. Company executed many landmark projects in Housing, Commercial & Infra Sectors Mainly in Kampala, Capital of Uganda (East Africa). From the year 2010 onwards, company has ventured into infra projects announced by the Government of Gujarat like Court building, Jilla Panchayat building, Engineering College, Medical Colleges, GMERS staff quarters, Cancer & Research Institute, Govt. Collage, GMERC Medical Collage, etc.

The company formed an infra division in 2008-09 with focus on Government projects. With rich experience of numerous projects, company has been awarded Central Government project an Education Hub located in a Union Territory, Diu. The company has planned to expand its activities in different states.
The Company have Subsidiary in Uganda, East Africa Since last 8 year with focus in residential, commercial, industrial and infra projects.

Company mainly working on four segments, mainly
1.    Residential
2.    Commercial
3.    Government Infra Projects
4.    International Projects

1.    Residential
Company has many executed projects and ongoing projects. These houses are for middle class family with all facilities and amenities. Mainly in Mehsana, Visanagar, Mansa and Palanpur Gujarat.



2.    Commercial
TSL has completed many commercial projects like Mall, Metro markets, Plazas. TSL has built commercial complexes in Visanagar, Siddpur, Patan, Palanpur, Bhiloda and Unjha.
TSL has one ongoing project in Vijapur – Tirupati Bazar.


3.    Government Infra Projects.
Company has executed many state Govt. Infra projects mainly in Hospitals, Medical Colleges, Police quarters, Education hubs in Ahmedabad, Kota, Diu, Aurangabad, Sabarkantha and Himmatnagar.







4.    International Projects.
Company has done many Residential projects in Uganda mainly under its subsidiary Tirupati Development Uganda Limited (TDUL).


SUBSIDIARY OF TIRUPATI SARJAN LIMITED
Tirupati Sarjan Limited has 69% stake in Tirupati Development Uganda Limited (TDUL). TDUL carry out the business of real estate development and civil construction. The company has successfully completed 10 commercial, residential, & Business Park phase- 1 with 150 warehouses for small and medium enterprises (SMEs).Tirupati Business Park Phase-1 is a pioneering project in Uganda. There are 4 new Projects in Pipeline which are partnered with UN and Government of Uganda for hospital, refugee housing Projects etc.TDUL has successfully completed projects worth USD 24 million approximately to sale and lease. In addition company has accumulated stock in real estate worth USD 15.7 million and undeveloped land assets totalling USD 9 million, aggregating an assets base of USD 25 million.
CUSTOMERS
Company is having Strong customers base from many Government agencies like Road and Building Department, Gujarat Tourism Corporation of Gujarat Ltd. Project Implementation Unit, Gujarat. Gujarat Police Housing Corporation Ltd. Central Public Works Department. Gujarat Energy Transmission Corporation Ltd. Narmada Water Resource & Water Supply Department. Himmatnagar Municipality. Gujarat Industrial Development Corporation. North Gujarat University

Company website: Clickhere

FINANCIALS AND OUTLOOK

Company shares are trading in BSE. Promoter holding in company 47.79%

Company posted 50.11 Cr top line in June Qtr
(280 % jump in top line compared to QOQ!!!!!).

Net profit is 19.4 Cr bottom-line in June Qtr
(120% times jump in bottom line compared to QOQ!!!!!).


Stock is trading low PE 10.6 as compared to industry PE (34) & major peers.

Dividend paying company.
Debt to equity ratio is 0.83

Stock is trading at Rs 22.

Company has performed and posted stellar set of number QOQ basis and grown 120 % on bottom-line numbers as compared to previous qtr numbers. Company is mainly engaged in small residential and government infra projects. As the Govt. pushing more on Infra projects and more and more funds are flowing is a huge positive for the stock.
Considering above and performance of the company stock will rerate and will give handsome returns to the investors in near future.


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 17 August 2017

57% RETURN IN A MONTH -RIBA TEXTILES LTD

Dear Investor friends, we have discussed RIBA TEXTILES LTD  just a month back @ 68 levels. Stock today touched 106 levels( New 52 week high) !!!! 

Investors have earned 57% in a month!!! 


OLD POST:Clickhere

# VALUEPICKSTOCK

Tuesday 15 August 2017

Monday 14 August 2017

58% RETURN - FRONTIER SPRINGS

Dear Investor friends, we have discussed FRONTIER SPRINGS LTD just 3.5 months back  @ 53 levels. Stock today touched 84 levels( New 52 week high) !!!! 
Company posted Stellar set of results. 

Investors have earned more than 58 % returns!!!!


OLD POST: Clickhere

# VALUEPICKSTOCK

JANMASHTAMI WISHES

WISH YOU ALL HAPPY KRISHNA JANMASHTAMI


#VALUEPICKSTOCK

Saturday 12 August 2017

BEEKAY STEEL INDUSTRIES (539018) - STOCK OF THE WEEK

Dear Investor friends, Today I am expressing my view on One Iron & related product company.


BEEKAY STEEL INDUSTRIES (539018)

Beekay Steel Industries is one of the finest customized steel manufacturing companies in India. Over the 50 years company have been meeting the changing needs of steel customers. Company is ISO 9001:2008, ISO 14001:2004 and 18001:2007 certified company.


Today Company is having its plants in West Bengal, Jharkhand, Andhra Pradesh and Tamil Nadu, to produce the widest range of steel products & its accessories. Company products are used extensively for Automobile Components, Engineering Industries, Infrastructure and Railways. Beekay also produce steel of customized shapes, sizes and characteristics. Company are registered with RDSO, DGS&D and BIS to supply steel throughout India. 


PRODUCTS.
Company manufacturing facilities spread across India produce Sections, Bright Bars, Structurals, TMT Bars & Coil Springs in a variety of specifications and grades. Main important aspect here is any  special requirement from the customer, Beekay also tailor the product as per their requirement  specifications.

Thus, Beekay Group focuses on product development, innovation and customization to stay ahead of the competition. Company vision is  to become a national leader in the automobile and engineering steel sectors, offering world class quality products and services. To this end company is setting up an integrated steel making facility through the EAF-LRF-VD route.

Main products of the company falls under 6 categories.

1. Sections- Flats, Rounds, Squares, RCS, Hexagonals, Octagonals & Trapezium
2.    Bright Bars- Flats, Rounds, Squares & Hexagonals
3.    Structurals- Angles, Channels, I-Beams & H-Beams
4.    TMT Bars
5.    Coil Springs
6.    Crane Rails

 1. Sections:
This products are mainly manufactured in Beekay mills in Jamshedpur, Vishakhapatnam and Chennai produce a variety of standard sections for automotive, railway and engineering industries in 3-6 meters lengths with 10% shorts down to 1 meter or multiple lengths as specified.
Standard Sections - Round Bars, Square Bars, Hexagons, Flat Bars, Round Corner Squares (RCS).



Special Profiles - Rectangular Bars for Aluminum Industries, Crane Rails for overhead EOT, Gantry Crane and Hoists, Fish Plates, Grooved Flats, Taper Flats, Octagons, Hoe Bars, T-Sections, Window Sections.
Special Conditions - Hot Rolled or Normalized, Saw Cut, Machine Straightened, Peeled & Ground or Drawn.

2. Bright bars:
Company manufacture Bright Bars in Visakhapatnam and Chennai units which find application in areas like Pump Shafts, Machined Components, Valves, Dairy Equipment, Fasteners, Machine Tools, Studs, Bolts, Pins, Hinges, Handles, Surgical & Medical Parts, Threaded Bars and other end usages.


Beekay bright bars also find use in Automobile Industry; this is the major sector which consumes Bright Bar. All engine components, Nuts, Bolts, and Shafts are made out of special grades of Bright Bars. 

3. Structural:
Beekay produces an array of products to meet structural requirements at Vizag and Chennai. This includes Medium & Heavy Angles,CHannelsand Beams ( I Beams & H Beams). 

4. TMT Bars:
Beekay is having several years of experience in producing TMT basrs for major clients like Tata Steel, now Beekay has commenced manufacturing of TMT bars under its own brand name BEEKAY TURBO TMT BARS. It is made by the Tempcore process through TurboQuench technology from Germany, these high quality TMT Bars find use in core infrastructure development like construction of multi storey buildings, bridges, dams, railways, power plants as reinforcement material.


 5. Coil springs
Coil springs are one of the emerging business segment of the company, these are used in a wide range of industrial and consumer markets, including the agricultural, railway, construction, mining, automotive and marine industries.


Beekay manufacture all types of hot coiled helical compression springs in various wire sizes ranging from 10 mm dia to 40 mm dia using a variety of alloys that include Spring Steel, Chrome Moly Steel, SAE 5160 etc. In hot wound springs, company have the capability to meet or exceed commercial tolerances.

6. Crane Rails
Crane Rails also known as Hot Rolled and A.S.C.E (American Society of Civil Engineers) rails are tracks upon which a top running crane moves.
Beekay manufacture steel square and rectangular bars for Crane Rails of grade ASTM A36 in both Hot Rolled and Cold Drawn condition. Crane Rail are manufactured using high grade materials and is known for its sturdiness, durability and application specific design. Crane Rails are mainly used in overhead EOT, Gantry Crane and Hoists.




International Business
Beekay has successfully established its brand name over the past 15 years globally by supplying tailor made Hot Rolled and Cold Drawn materials in different shapes and sizes and also Special Profiles across the globe. All products are covered by stringent certifications such as IS, EN, DIN, AISI/SAE, JIS and other international grades required for sophisticated end uses in overseas markets.

Beekay has a dedicated team catering to its export enquiries, who also coordinate the logistics, in house inspection, packaging and container stuffing at our premises. We have a dedicated Quality Control team which practices stringent methods and 100% materials are inspected in-house, as well as by reputed International Agencies on specific requests by the customer.

Beekay’s products have successfully found market in Mexico, New Zealand, Canada, UK, Saudi Arabia, Bahrain, UAE, Qatar, Philippines and many more, as well as in neighbouring countries such as Myanmar, Bangladesh and Sri Lanka. 

CLIENTS
Beekay enjoys strong customer base from many related industries. Few of them are as follows.



Company website: Clickhere

FINANCIALS AND OUTLOOK

Company shares are trading in BSE. Promoter holding in company 69.47%

Company posted 217.3 Cr top line in June Qtr
(25.4 % jump in top line compared to QOQ).

Net profit is 17.35 Cr bottom-line in June Qtr
(88.7 % jump in bottom line compared to QOQ).


Stock is trading low PE 6.94 as compared to industry PE & major peers.

EPS 9.10 in June Qtr
Dividend paying company.
Reduced debt, Debt to equity ratio is 0.84

Stock is trading at Rs 129.

Company posted stellar set of number QOQ basis and grown 88 % on bottom-line numbers as compared to previous qtr numbers. Company products are widely used in all major industries including Railways & infrastructure segment. These segments are in the growing phase is a huge positive for the company. Govt. Infrastructure boost will be a added advantages to the stock.
Considering above and performance of the company stock will rerate and will give Multifold returns to the investors in near future.


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”