Saturday, 30 December 2017

SKY INDUSTRIES LTD (526479) - STOCK OF THE WEEK

Dear Investor friends, Today i am expressing my view on one Technical textile stock.


SKY INDUSTRIES LTD (526479)

Sky Industries Limited an India-based company and leading player in narrow woven fabrics, (technical textiles) business of hook and loop tapes, and other. The Company operates in the narrow woven fabrics industry. Company owned by SK group. The company was first incorporated in 1989 as Fine Velvets and Plastofabs Private Limited. In 1993 the name of the company changed to Sky Industries. 
Sky Industries Ltd., has evolved from being one of the smallest players in the industry to owning the highest market share of 74% approximately in India alone for its hook and loop product. This apart from being one of the foremost Indian manufacturers and exporters of narrow woven fabrics, hook and loop tape fasteners, velvet/satin ribbons and knitted elastics, to name a few.

Today if we name any field, Company has its products/ accessories are being used in almost every field starting from Defence, Foot wares, Orthopaedic, Automotive, sports, Personal protective equipment, Packaging, Apparels, Infant wear, Cable Networking, Medical Accessories, Aviation, Hygiene, Home furnishing and many more. 


Today if we name any field, Company has its products/ accessories are being used in almost every field starting from Defence, Foot wares, Orthopaedic, Automotive, sports, Personal protective equipment, Packaging, Apparels, Infant wear, Cable Networking, Medical Accessories, Aviation, Hygiene, Home furnishing and many more.

PRODUCTS & APPLICATION

Hook and Loop:  This is being used in our day to day products. Depending upon the industrial usage company manufactures custom made hook and loop products.



Insect screen:  Skynet Insect Shield , a popular product from the company use of hook & loop tape fasteners is to secure anti-mosquito netting or insect screens to window frames.

Company have recently entered the metal net segment through Sky Guard. Along with protecting from mosquitoes, Sky Guard can also be installed outside the exhaust fan duct for protection from rats, cockroaches, wall lizards & other nocturnal species.

Neoprene Fabrics: These products are widely used in Sports, Orthopaedic and Saddlery amongst many others.



Velvet: Skelvet is the brand name of the product, premium quality velvet ribbons.
Skelvet is largely preferred in upholstery, home furnishings, garments, home décor, giftingmaterial,softtoys,etc.



Elastics:
These products are for supplying the quality elastic tapes which are being used in industries viz. lingerie, sportswear, footwear etc., making the brand unchallenged in the market.


Apart from the above company has products for automotive industries and aviation industries. Products for Auto sleeve segments also.

Companies Magic HS hook and loop widely used in defence, footwear and many industries. Which are based on IS standards. Fire retardant products and tapes are being widely used in Personal Protective Equipment.




Companies Micro hook and Velvet products are used in Infant wear products.


Company specially designed Aplix Aerospace products are widely used in Aviation industries. Micro hook and Velvet products are used in Infant wear products.



There are many products are being manufactured by the company, details are available on the website below.

Company website: Click here 

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 49.58 % as on sept qtr. (Increased from March qtr.)

Company posted 13.5 Cr top line in sept Qtr.

Net profit is 0.65 Cr bottom-line in sept Qtr.

Operating margins were improved
Reducing Debt Company.

Stock is trading at Rs 58
PE is low as compared peers.

Company is mainly engaged in the business hook and loop tape products. These products are widely used in all segment of industries. As these products are coming under consumption themes of the segment which is huge demand in future will be a positive for the company. Promoters have increased their stake in the company from March qtr, which reflects the potential for future growth for the company.
By considering above, and performance of the company investors will get handsome returns 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”

Tuesday, 26 December 2017

YEAR END MESSAGE & PERFORMANCE REVIEW

YEAR END MESSAGE & PERFORMANCE REVIEW

Dear Investor friends, Year 2017 is almost passed, Markets given good returns to the Investors in this year. Now this is a time to review the stock performance what we have discussed here. Here is the summary below. VALUEPICKSTOCK has discussed total 52 stocks in this year. 10 stocks doubled out of which one stock became 5 bagger, 2 stocks were 3 bagger and so on. Yes, there are few underperformer as well because 100% success is very difficult to achieve. Out of 52  all stock gave positive returns on peak and at CMP 45 are in positive now.  

64% average return on peak & 43 % on CMP

"WHAT ELSE INVESTORS WANT"

Click on image for larger view

Let us welcome new year with love and more investor friendly.


On peak
10 stock more than doubled
17 stocks ( between 40 - 99 % returns)
23 stocks ( between 10 - 39 % returns)
5 stocks less than 10 % returns

Letus assume investors have invested 10000 rs in each stock discussed, than the returns are as follows.

Total Investment : 5.2 Lacs
Investment returns on peak : 8.4 Lacs 
Investment returns on CMP : 7.4 Lacs

# VALUEPICKSTOCK


Saturday, 23 December 2017

SAGARSOFT (INDIA) LTD (540143) - STOCK OF THE WEEK

Dear Investor friends,  Today I am expressing my view on one IT related stock


SAGARSOFT (INDIA) LTD (540143)

Sagarsoft (India) Limited is an India-based ISO 27000:2013 company mainly providing business solutions in technology (IT) services, consulting, technology and generation services. The principal business activity of the Company is software development and consultancy services.
Sagarsoft is Hyderabad based company incorporated in 1996, over the years company has grown significantly by adopting the technological changes. Today Sagarsoft has a good presence in the IT domain filed and a branches in USA also. 

Company's execution models includes agile execution approach, rapid prototype approach, waterfall model, Kanban methodology and V-model. Its delivery models include onsite and offshore. It is engaged in delivering critical applications targeted at Retail, Pharmaceutical, Entertainment, Utilities, Digital Marketing, Financial Services, E-Commerce, Information Technology and Insurance.



EXPERTISE / BUSSINESS SOLUTIONS

Mobility Solutions


Company is pioneer in developing mobile applications irrespective of preferred platform, be it android, iOS, WP7 or Blackberry. Company’s domain knowledge can help carve the right strategy for the most fruitful application life cycle pathway according to individual capabilities, investment preferences and choice of tools. Equipped with long range command over market dominant programming languages including Objective C, Dot NET and C#, Java, Ruby and HTML Frameworks, Sagarsoft have continually delivered applications that have achieved dominance on App Stores through superior performance and user experience design.

Enterprises Web Applications


 Sagarsoft is the market leader in Enterprise Web development, with broad domain expertise related to multiple industrial segments including top performing areas in processes executing Recruitment statistics, Employee Referral monitoring applications, Healthcare and Pharmaceutical marketing systems, sports community engagement systems, high end business analytics systems and novel advertisement solutions.

Social Media

Sagarsoft deliver performance optimized applications, fine-tuned to deliver value added features and function, engagement and unrestricted web dominance and growth to the 90th percentile. Company can work to meet the specific requirements related to community portals and applications custom designed to run on the Facebook platform and integrated to run with Twitter. Sagarsoft also specialize in branding and corporate social media application portfolios and social plugins targeted at a variety of niche social market segments.

Financial Analytics


Sagarsoft specializes in creating insight based automation transition and optimization of existing financial and accounting processes for guaranteed profitability and remarkable data assessment of new business opportunity. Company work with corporate financial information and processes to help systematically and transparently achieve much more than the existing financial goals.

Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 51.91% as on sept qtr. (Increased from last qtr.)

Company posted 6.76 Cr top line in sept Qtr.

Net profit is 0.62 Cr bottom-line in sept Qtr.

Operating margins improved from last Qtr.



Debt free Company.
Virtually debt free company.

Stock is trading at Rs 55
PE is low as compared to industry and also from peers.

Company is mainly engaged in the business of software development in the latest technical segments. Companys mobile based applications are growing rapidly and this is the new orbit of the time which is a huge positive for the company.

Promoters have increased their stake in the company, which reflects the potential for future growth for the company.
Company is growing rapidly over the years and QOQ results have shown significant growth both in Topline and bottom-line.
Considering above company will do significantly better, and will give company’s investor handful returns 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, 21 December 2017

CHAMANLAL SETIA EXPORTS - DOUBLED IN 5 MONTHS


Dear Investor friends, we have discussed CHAMANLAL SETIA EXPORTS LTD  just 5 months back @ 97 levels. Stock hit 211 levels today(New 52 week high) 


STOCK DOUBLED IN 5 MONTHS

WHAT MORE INVESTORS WANT!!! 


Oldpost: Click here

#VALUEPICKSTOCK

Wednesday, 20 December 2017

FRONTIER SPRINGS - 5 BAGGER IN 8 MONTHS

5 TIMES IN 8 MONTHS - FRONTIER SPRINGS


Dear Investor friends, we have discussed FRONTIER SPRINGS LTD  just 8  months back @ 53 levels. Stock hit 259 levels today(New 52 week high) 


STOCK 5 TIMES  IN 8 MONTHS

WHAT MORE INVESTORS WANT!!! 

Oldpost: Clickhere

#VALUEPICKSTOCK

Sunday, 17 December 2017

SAM INDUSTRIES LTD (532005) - STOCK OF THE WEEK

Dear Investor friends, Today I am expressing my view on one Industrial goods company.


SAM INDUSTRIES LTD (532005)

Sam Industries is a Madhya Pradesh located company incorporated in 1994. Initially till 2012 company was mainly engaged in Soya bean processing unit in Madhya Pradesh.


Now company is diversified its portfolio into Welding and Real Estate business. With vertically integrated production facilities, Sam Industries continuously strives to maintain and improve its products by ensuring that the entire process from selection of raw material through the production process and up to the delivery of the final products undergoes stringent quality tests. This is also supported by a strong Research and Development department and state-of-the-art manufacturing facilities.

Company is mainly engaged in manufacturing of different types of Welding Electrodes. Sam Industries Limited, is known for superb quality Welding Consumables. The company is primarily engaged in the manufacturing and supply of export quality Welding Consumables ranging from Welding Electrodes to Welding Wires.


Company’s product range includes:
Manual Metal Arc Electrodes
Solid Wires for TIG welding
Solid wires for MIG/MAG welding
Flux Cored Wires (FCAW)
Metal Cored Wires (MCW)
Wire/flux combinations for Submerged Arc (SAW)



Sam industry have Quality Management Systems for design, development and manufacturing certified by various agencies. Products are manufactured to conform with the current issues of BS, BS EN, and AWS-ASME and DIN standards where applicable. Full test certificates are supplied with every order. All test laboratories used for external, mechanical and specialist testing are NAMAS approved.

Company diversified into Real estate also it is picking up as the sector is mostly standstill now. Main business revenue from Welding consumables only.

Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in BSE.
Promoter holding: 74.83% as on sept qtr. (Increased from last qtr.)

Company posted 2.97 Cr top line in sept Qtr.

Net profit is 0.47 Cr bottom-line in sept Qtr.


Book value: RS 36.05

Debt free Company.
Stock is trading at Rs 19
PE is low as compared to industry and also from peers.

Company stocks are trading lower than the book value. Promoters have increased their stake in the company, knowing the strong business outlook. Debt free company.
PE is low and stock is trading significantly below book value, hence the stock will catch up the momentum and fetch investors good returns 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”

Sunday, 10 December 2017

KILITCH DRUGS (INDIA) LTD - STOCK OF THE WEEK

Dear Investor friends, Today i am expressing my view on one pharma stock

KILITCH DRUGS (INDIA) LTD

Kilitch Drugs (India) Limited is an ISO 9000, 13000 India-based company, which is engaged in the development and operations of its pharmaceutical business. Company is founded in 1978.

Kilitch Drugs (India) (KDIL) went public in Feb.94 to set up a pharmaceutical formulation plant at Thane to manufacture pharmaceutical products in the form of tablets, capsules, liquid orals, ointments, creams and injectables. Even before the plant was commissioned, the company came out with a rights issue in Oct.95 to expand the injectable capacity. Commercial production at the plant at Thane commenced in 1996. The company has two divisions - O T C and ethical.

Today with close to four decades of successful pharmaceutical solutions, company now focused on Africa and have expanded its footprint across key African countries. New markets, partnerships and enhancements have made Kilitch stronger and more customer-centric. 

PRODUCTS
Company products are fall under four category
1.    Parenteral Solutions
2.    Effervescent
3.    Nutritional products
4.    Medical devices.
Following are the few products of the company.

ROIPAR
Paracetamol is one of the most widely used drug. Using advanced manufacturing technology ROIPAR has been designed for faster & more satisfying relief of pain and fever for the patients. The effervescence tablets of ROIPAR disperses quickly in water.


ROIVIT
Roivit is the one of the company brand as an energy booster for every one ensuring that they live an active life style. It has various benefits which shall boost your immunity and ensure a healthy life. By taking Roivit multivitamin the energy producing activities will be better. It improves your vitality, and gives you energy which ensures you are active all day.

PH 7
This product is to fight against indigestion. PH-7 works as an antacid which reduces the acid content of the stomach thereby relieving indigestion. It make urine alkaline thus relieve associated discomfort making it valuable in the treatment of urinary tract infection.

 C Seal
C-SEAL topical skin adhesive is indicated for topical application only, to hold Closed easily approximated skin edges of wounds from surgical Incisions, including punctures from minimally invasive surgery and simple thoroughly cleaned, trauma induced lacerations.

SRO Kit
This is for Oral rehydration salts having orange flavour along with 10 zinc sulphate dispersible tablets. WHO recommends to provide children with 20 mg per day of zinc supplementation for 10-14 days together with ORS in the treatment for childhood diarrhoea.

9- VIT
9-VIT is indicated in surgery, extensive burns, fractures, and other trauma, severe infectious diseases and comatose states which may provoke a stress situation with profound alterations in the body's metabolic demands and consequent tissue depletion of nutrients.

H PURE
This product is for fast relief from Sore Throat & Cough. In Ayurvedic medicine, turmeric is a well-documented treatment for various respiratory conditions (eg. asthma, bronchial hyperactivity, and allergy), as well as for liver disorders, anorexia, rheumatism, diabetic wounds, runny nose, cough and sinusitis.




CLIENTS
Company has strong customer base from the major pharma companies. Following are the few major clients of the company.



Company website: Click here

FINANCIALS AND OUTLOOK

Company shares are trading in NSE and BSE.
Promoter holding : 64.5% as on sept qtr

Company posted 14.95 Cr top line in sept Qtr.

Net profit is 2.23 Cr bottom-line in sept Qtr.


Book value: RS 89.25 Rs
Debt  to Equity: 0.01

Virtually debt free
Stock is trading at Rs 87

Company stocks are trading lower than the book value.
Company is having a strong customer base, and leading in this domain.
Company’s overseas business especially Africa is growing very fast.
Considering this performance, stock is expected to give handsome returns to the investors in coming days.



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”