VALIANT COMMUNICATIONS LTD (526775) - STOCK OF THE WEEK

Dear Investors, Today I am expressing my view on one Telecom equipment product company.

VALIANT COMMUNICATIONS LTD (526775)

Valiant Communications is an ISO 9001:2008, ISO 14001:2004 and ISO 10002:2004 company mainly in the manufacturing of transmission and communications equipment. Company’s installations are product solutions are worldwide with over 100 countries. Communications and Time & Frequency Synchronization solutions are offered for all types of SCADA networks that include Power Utilities, Oil & Gas, Railways and Metro Rail Communications, Airport Communications and Mobile Backhaul.

SOLUTIONS & PRODUCTS

Solutions for Power, SCADA and Other Utilities

Valiant's equipment is being currently being used by some of these prestigious reference customers who include ABB Norway, APTRANSCO (AP) India, Basin Electric Power Cooperative, BHEL India, Brazos Electric Power USA, Delhi Transco (NCR) India, EGAT Thailand, Electrica Transilvania Romania, Hanoi Power Vietnam, GETCO (Gujarat Energy Transmission Corporation Limited) India, Larsen & Toubro India, Nepal Electricity Authority, Power Grid Corporation of India, Siemens Indonesia, Siemens India, Siemens UAE, Sulaymaniyah Power Station Iraq, Tampa Electric Company USA, Turkish Electricity Company (TEIAS), Transelectrica Romania, VietNam Electricity (EVN) Vietnam, WAPA (Western Area Power) USA to name a few prestigious customers.

Communication Products includes:

• SDH Multiplexers: STM-1, STM-4 and STM-16.
• STM-16 / 64 SDH Multiplexers : VCL-1400, STM-16 / 64 SDH Multiplexer.
• PDH Multiplexers: Voice and Data Multiplexers with 1+1 Control Card, E1 Card and Voice and Data Card level protection (1+1 Channel Level Protection @ 64Kbps).
• Teleprotection Equipment: IEEE C37.94, IP/MPLS, E1 G.703, 64Kbps G.703 co-directional, E1 2.048Mbps, IEC-61850 GOOSE.
• Packet-Optical Multiplexes: May be used to Gigabit Ethernet as well as legacy voice and data channels from a single unified chassis.

And many more.

Railways and Metro Network Communication solutions

Company offers wide range of Modern Railways and Metro Networks communications and synchronization solutions.

• Comprehensive Range of Products
• Complete Communications and Synchronization Package from a single vendor
• No interconnect or interoperability issues
• 
  

Time and Frequency Synchronization Products include followings:

• GPS Primary Reference Clocks
• GPS NTP Servers
• Sub-Master Clocks
• Station Time Display Clocks

Industrial Grade Router and Firewall Equipment (Encryption and Firewall for Railways / Metro Rail):

• Industrial Grade Router and Firewall
• Industrial Grade Encryption and Firewall Equipment

 Airport Communications

Airport Communications and control centres use wide range of communications systems including voice, high speed data, low speed data (asynchronous and synchronous), Ethernet.

Valiant Communications offers wide range of Airport Communications equipment including PTP IEEE-1588v2 Synchronization solutions, GPS Primary Reference Clocks, NTP Servers, E1 PDH Multiplexers with low speed data (asynchronous and synchronous) for Radar and Air Traffic Control communications, 1+1 Protection Switching equipment for critical network redundancy.

Valiant has successful equipment installations at various international and regional airports including in India, (Delhi and Mumbai international airports) Turkey, Vietnam (Hanoi and HCMC), Sri Lanka, Thailand, Dubai International airport, Bangladesh (Air Force), South Africa (Air Force) Jordan (Air Force).

Mobile Backhaul

Valiant offer a wide range of communication solutions for Mobile and Cellular networks.

Customers using Valiant manufactured equipment include Telefónica Spain, British Telecom, France Telecom, Cable & Wireless, Etisalat (UAE, Nigeria, Afghanistan) Harris, CapRock, Mobifone Vietnam, Celltel Malaysia, PT. INDOSAT Indonesia, Alestra - ATT Mexico, BSNL India, Bharti Airtel India etc.

Solutions include TDM over Ethernet/IP/MPLS solutions, Hi-Z Grooming and Monitoring solutions, GPS Primary Reference Clocks, PTP IEEE-1588v2 Synchronization solutions, NTP Servers, 1+1 Protection Switching equipment for network redundancy.

Company offers complete Design, Manufacture, Installation Services for Mobile and Cellular communication networks.

Oil & Gas Solutions

Valiant offers a wide range of communication solutions for Oil & Gas networks. Solutions include SDH Multiplexers, MPLS Trasport Solutions, Packet-Optical, IP Multiplexers, PDH Multiplexers, GPS synchronization solutions (nano second accurancy) including GPS Primary Reference Clock (G.811), PTP Grandmaster 1588v2, NTP Servers, 1+1 Protection Switching equipment for network redundancy, IP/Ethernet backbone technologies, SCADA, Monitoring and Surveillance, Video & CCTV, Analog Voice FXO/FXS/E&M, Hotline, LAN, Emergency Alarm systems, VoIP services etc.

Major customers in this fields are :

• ADMA, Abu Dhabi Oil
• TECO / Peoples Gas, Tampa, Fl.
• ZADCO
• Brunei Shell Petroleum, Brunei
• Petronas Cargili, Malaysia
• Qatar Gas, Qatar
• ENI Saipem

Company website: Clickhere

FINANCIALS AND OUTLOOK

Company shares are trading in BSE. Promoter holding in company 42.1%

Company posted 4.94 Cr top line in June Qtr.

Net profit is 0.23 Cr bottom-line in June Qtr.

ZERO DEBT COMPANY

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

Stock is trading at Rs 69

Company is mainly engaged in the business manufacturing and solutions providers in various Telecommunications segments of  in Oil & Gas, Railways, Airports etc. Currently stock and the sector is in verge of huge up move due to Modernisation and digitalization. Railway and Airport modernisation is huge positive for the company. Company growth is in a good track and reflected in the performance of the company top line growth over QOQ basis.

Considering above and performance of the company stock will catch the momentum, 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”

80% IN TWO WEEKS!!! - PORWAL AUTO

 Dear Investor friends, we have discussed PORWAL AUTO  just 2 weeks back @ 40 levels. Toady Stock touched 72 levels( New 52 week high) !!!! 

STOCK GAVE 80% IN JUST 2 WEEKS!!! 

WHAT MORE INVESTORS WANT!!! 

Oldpost: Clickhere

#VALUEPICKSTOCK

ANOTHER STOCK DOUBLED IN 3 MONTHS - RIBA TEXTILES

 Dear Investor friends, we have discussed RIBA TEXTILES LTD  just 3 month back @ 68 levels. Stock yesterday touched 140 levels( New 52 week high) !!!! 

STOCK DOUBLED IN 3 MONTHS

WHAT MORE INVESTORS WANT!!! 

Oldpost:  Clickhere

#VALUEPICKSTOCK

WEP SOLUTIONS LTD (532373) - DIWALI STOCK

Dear Investor friends, On this auspicious day - I am discussing one MULTIBAGGER potential stock .

WEP SOLUTIONS LTD (532373)

WeP Solutions Ltd was started as a public limited company in March 1995 under the name of Datanet Corporation Ltd. Now Wep is pioneers in managed print solutions (MPS), serving 500+ large and mid-segment enterprises with a presence across 1500+ urban, semi-urban and rural areas in the country.

Company manage more than half a billion prints per year on printer fleet across India through innovative solutions on security and mobility, remote management and user management solutions. 

Company History

WeP had it's origin in the erstwhile Wipro Peripherals, which was a market focused Strategic Business Unit in Wipro infotech till 2000. In year 2000, Wipro e Peripherals was formed, when an employee buyout happened of the Peripherals business internally within Wipro. Mr Ram Agarwal, then President of Wipro Peripherals along with the employees of WP, bought out a significant stake of Wipro and an independent company was formed with an objective for focused market development and bring out cutting edge technology led products in the peripherals space.

Wep Digital is new arm of the company, which manages the complete billing solutions. Recent development in GST, company has appointed as GST suvidha provider.

1.    WeP Solutions is a GST Suvidha Provider (GSP) appointed by Goods and Services Tax Network (GSTN)

2.    WeP Solutions is an authorized Aadhaar Authentication User Agency (AUA)registered with UIDAI

3.    Cloud-based solutions for large and medium enterprises

4.    Secure Multi-Factor Authentication and Queue Management with Data Protection

5.    GST Ready Billing Printers & POS tabletswith inbuilt tax preparation and tax return filing solutions for small & individual enterprises

6.    Customer Self Service Portal with users and access controls

Other than this company has retail billing solutions, ranging from small to large retail billing solutions. Few of them are as follows.

 BP JOY – New product from the company generally suitable for Hotels, Bakeries etc.

BP 20 PLUS – This is the older version, this also suitable for billing solutions for small to medium retail outlets.

GST PRODUCTS

This is the latest products of the company after GST, for billing solutions.

Apart from this Company is also having GST services, Adhar Authetication services as well.

Industries served

Wep Solution serving Retail, Health care/Pharma, Education, Governament, Banking/Finance, Hotels,Travels/Tourism and many more.

Companies is having significance presence in advanced printing solutions also. Document management service is also one of the  business segment of the company.

Company products are also available in online stores,  which is a new addition from the company.

Company website: Wepindia 

                               : Wepdigital

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
 Promoter holding in company 39%

Major IT firm WIPRO holds 7 % stake in the company.

Company posted 20.29 Cr top line in June Qtr.

Net profit is 0.25 Cr bottom-line in June Qtr.

OPM is more than 12%

Reducing Debt Company, virtually debt free.

Stock is trading at Rs 46

Company is having tremendous growth potential due to GST rollout. Wep digital is the company’s new arm especially for GST related, GST service products. As the Indian economy is going unorganised to organised manner and cashless economy, company products are there for it. Apart from  Adhar authentication services is also a big boost for the company.

MPS business is growing in all the industrial segments, company’s billing solutions are growing very fast.

Considering above stock is having a multibagger potential 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”

DEEPAVALI WISHES.....

Dear Investor friends,  Here I wishing you all Happy and prosperous Deepavali. 

NOTE: New Diwali pick will be published tomorrow. 

#VALUEPICKSTOCK

4 TIMES IN 6 MONTHS - FRONTIER SPRINGS

Dear Investor friends, we have discussed FRONTIER SPRINGS LTD  just 6 months back @ 53 levels. Stock hit 207 levels today(New 52 week high) 

STOCK 4 TIMES  IN 6 MONTHS

WHAT MORE INVESTORS WANT!!! 

Oldpost: Clickhere

#VALUEPICKSTOCK

KRITI INDUSTRIES (INDIA) LTD (526423) - STOCK OF THE WEEK

Dear Friends, Today We are discussing about one Technical Plastic product company.

KRITI INDUSTRIES (INDIA) LTD (526423)

Kriti Industries (I) Limited (KIIL) is a flagship company of Kriti group an ISO 9000 company. KIIL was originally incorporated in 1990 as a as a private limited company. Initially company was formed as  Kriti Plastics Private Limited, subsequently converted into Public Limited Company.  

Company is having brand name of KASTA in their product.

KIIL at present possesses 18 extrusion lines for PVC pipes, 14 extrusion lines for HDPE & Drip, 20 Injection moulding machines and state of art facilities.  The Company has expanded its range of products from small diameter pipes to 630 mm diameter in all classes and ratings. It also has facilities for producing a variety of PVC/HDPE fittings. KIIL has been experiencing substantial growth in PVC fittings segment.

KIIL manufactures pipes for Potable Water Supply, irrigation purposes, building, constructions pipes etc. “Kasta” brand, which is well known in Central India. The major marketing areas are M.P. and adjoining districts of Maharashtra and Rajasthan, where majority of the Plastic Division’s sales take place.

PRODUCTS

Company product segment falls under following categories. Agriculture, Micro irrigation, Telecommunication and Building materials.

1.    Agriculture.

KASTA brand is well known in the central part of India. In this category company manufactures different grades of pipes & fittings. Kasta pipes have carved a niche and earned the trust of farmers across the nation for their durability, dependability and excellent flow characteristics.

2.    Micro irrigation.

This is the sector of decade, and booming segment of the company. As the scarcity of water and its management has become difficult, Micro irrigation system has changed the entire agriculture theme. Most of our agricultural areas strive for water & electricity. Eradicating these major problems Micro Irrigation System ensures better productivity in lesser time at minimal usage of electricity, water & fertilizers.

Company manufactures Sprinkler systems and drip irrigation system in this segment.The company has also entered in a big way into drip irrigation sector and with the growing agriculture sector, business prospects in this segment is very bright.

3.    Telecommunication.

This is the sector which is more active now and continue to be. Need for high quality casing to safely house and protect the miles of optical fiber and telecom power cables is very important. As this requires protection of Optical fibers, Company manufactures different range of products. Brand name for Telecom ducts are under name of KORESIL.

For laying optical fiber cables HDPE ducts are used now-a-days. The major buyers are Department of Telecommunications, Reliance Telecom, Bharti Telenet, Railways, Defence Department etc.

4.    Building materials.

This is the one sector which is growing rapidly nowadays. As the technology also grown in the construction segment CPVC and UPVC pipes are major products in this segment. Company also manufactures drainage pipes, Garden pipes and CPVC solvent cements.

Company website: Clickhere

FINANCIALS AND OUTLOOK

Company shares are trading in BSE. Promoter holding in company 65.76%

Company posted 162.93 Cr top line in June Qtr.

Net profit is 3.12 Cr bottom-line in June Qtr.

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

Dividend paying company.

Stock is trading at Rs 38

Company is mainly engaged in the business manufacturing HDPE , CPVC and telecom ducts. Company operating in the segments like Micro irrigation and Telecom are growing rapidly nowadays. Govt push to agriculture and construction of low cost housing are big boost for the revenue for the company. Company growth is in a good track and reflected in the performance of the company top line growth over the qtrs.

Considering above and performance of the company stock will catch the momentum, 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”