Micro Technologies (India) Ltd. is an IT based company, a leading global developer, manufacturer and marketer of security devices for its clients across the globe. Product lines include the much-needed security devices, life style and support systems and web-based software. Micro Technologies has a history of leading-edge security solutions products.
The valuations of the stock at current price of 150 are dirt cheap! The annualized EPS (consolidated) for FY 2009-2010 is Rs.70, which means the stock is trading at a ridiculously cheap PE ratio of 2. Peer companies command a PE ratio of 15-20, which shows the potential upside for the stock price of this company. As of 30th Sept, 2009, the promoters hold a healthy 32.49% stake in the company. The future seems bright for this company and investors can look for this value stock.
Some recent news about the company:
*Micro Technologies (India) Ltd. launched Micro Jai-Kisan in the city today. Dr. C P Joshi, Union Rural Development Minister, unveiled the innovative device for farmers at a press conference.
*Micro Technologies to parter with premier Israeli company to jointly provide security solutions.
*Micro Technologies listed for the NASSCOM "Innovative Products Award" for Wi-Fi Security system.
Company website: http://www.microtechnologies.net/index.aspx
Cheers!
PS: On 22 Dec, 2005, SKP Research came out with a BUY Report on this stock when the price was Rs.318 with a Target of Rs. 462 Here is the link: http://www.valuenotes.com/skp/skp_MicroTech_22dec05.pdf?ArtCd=72544&Cat=C&Id=993
Thursday, December 24, 2009
Thursday, December 17, 2009
Early Opening of Stock Exchanges from 4 Jan
The Stock Exchanges (NSE & BSE) have announced extending of trading hours by opening the markets at 9:00 AM instead of the earlier 9:55 AM from 4 Jan, 2010. This should be a welcome step for investors who were so far unable to place orders online because they had to leave for their respective offices before the market opening. But this move is being unreasonably opposed by some Tv anchors for their own narrow personal interests. Copy pasting below a good post on a popular market message board by a boarder named Guru.
Posted by: gurugyan9 on (17-Dec-09 10:45 )
Rating *****
It is with great regret that we have to say that the CNBC TV18 main anchor, Udayan Mukherjee has become too big for his boots and is misusing his powers. Instead of reporting market news in an impartial and neutral manner, which is expected from a responsible Business News Channel, Udayan has off late started to try to force his own personal opinions on the viewers and thus try to influence them. The ordinary lay viewers are easily influenced by the views expressed by the channel anchors, specially the ones who broadcast in the first hour of market opening, ie. Udayan and Mitali. It has been noticed that they try to impose their personal opinions, driven by their own vested interests on the viewers. There are hundreds of instances where we have noticed this. The latest being the move by the stock exchanges to open the markets from 9:00 AM. This is a welcome move for the stock market investors who were previously unable to place orders in the market in the morning because they had to be in their respective offices by 10:00 AM. Such millions of office goers who have investments in the market were till now unable to place their orders online because they had to start from their homes around 9:30 AM for their offices. Now with the welcome move of the stock exchanges they will get an opportunity to place orders before they start from their homes for their offices.
This new announcement by the exchanges is a welcome step and will be of great convenience to stock market investors. This is an investor friendly move by the exchanges. But since this move would mean that Udayan & Mitali will have to start one hour early from their homes, they are viciously opposing this move on their tv channel. How can the channel allow them to dictate their terms to the millions of viewers? Both Udayan and his protegee Mitali have become too big for their boots and are totally ungrateful for how much they have earned from the company they work in and also the stock markets in general in the last 10 years. Udayan was just a small reporter when he joined CNBC TV 18 ten years ago and was promtly made the main anchor. Since then he has become the blue eyed boy of the channel and its MD, Raghav Behl. Raghav has given too much free rein to Udayan and has become over dependent on him. We think the wise thing would be to look for replacements for such big-headed Anchors. If these people have no respect for journalistic ethics of reporting in a fair and impartial manner, they should be shown the door.
Guru
link : http://www.moneycontrol.com/india/messageboardblog/message_thread/2492368/3721398#m3721398
Cheers!
Posted by: gurugyan9 on (17-Dec-09 10:45 )
Rating *****
It is with great regret that we have to say that the CNBC TV18 main anchor, Udayan Mukherjee has become too big for his boots and is misusing his powers. Instead of reporting market news in an impartial and neutral manner, which is expected from a responsible Business News Channel, Udayan has off late started to try to force his own personal opinions on the viewers and thus try to influence them. The ordinary lay viewers are easily influenced by the views expressed by the channel anchors, specially the ones who broadcast in the first hour of market opening, ie. Udayan and Mitali. It has been noticed that they try to impose their personal opinions, driven by their own vested interests on the viewers. There are hundreds of instances where we have noticed this. The latest being the move by the stock exchanges to open the markets from 9:00 AM. This is a welcome move for the stock market investors who were previously unable to place orders in the market in the morning because they had to be in their respective offices by 10:00 AM. Such millions of office goers who have investments in the market were till now unable to place their orders online because they had to start from their homes around 9:30 AM for their offices. Now with the welcome move of the stock exchanges they will get an opportunity to place orders before they start from their homes for their offices.
This new announcement by the exchanges is a welcome step and will be of great convenience to stock market investors. This is an investor friendly move by the exchanges. But since this move would mean that Udayan & Mitali will have to start one hour early from their homes, they are viciously opposing this move on their tv channel. How can the channel allow them to dictate their terms to the millions of viewers? Both Udayan and his protegee Mitali have become too big for their boots and are totally ungrateful for how much they have earned from the company they work in and also the stock markets in general in the last 10 years. Udayan was just a small reporter when he joined CNBC TV 18 ten years ago and was promtly made the main anchor. Since then he has become the blue eyed boy of the channel and its MD, Raghav Behl. Raghav has given too much free rein to Udayan and has become over dependent on him. We think the wise thing would be to look for replacements for such big-headed Anchors. If these people have no respect for journalistic ethics of reporting in a fair and impartial manner, they should be shown the door.
Guru
link : http://www.moneycontrol.com/india/messageboardblog/message_thread/2492368/3721398#m3721398
Cheers!
Wednesday, December 2, 2009
Hot Pick: K Sera Sera Nse: KSERAPRO Bse: 532081
K Sera Sera is an Entertainment company primarily in the business of movie production & distribution. The company has posted half year EPS of Rs.8.63 already for the current financial year. This means that the stock is trading at an astoundingly low PE of less than 1. The average PE ratio given to the industry is between 15 and 50. This shows the potential of this stock. The stock's Book Value is Rs. 41.62, profit grew by 100% for the quarter ended 30th Sept, 2009. Net Profit achieved Rs. 39.72 cr*. The company has produced films like Sarkar, Sarkar Raj, Golmaal, Ek Hasina Thi, Vastushastra in the past and distributed films like Guru, Golmaal, Partner, Don, Kaal, Hanuman, Ab Tak 56, Dor, No Entry, Fanaa, Casino Royale, Die Hard-4, Da Vinci Code, Kabhi Alvida Na Kehna.
The company has announced enormous diversification plans. Board of Directors has decided to invest in IPL (Indian Premier League) 20-20 Cricket Team. The company has entered into a Joint Venture for the forthcoming film, "Americans In Danger" starring Colin Farrell, Chris Evans & Anne Hathaway. An average Hollywood blockbuster collection is well over Rs. 5000 crores and this film is already considered as an awaiting blockbuster in Hollywood circles*.
The future looks bright for this company and the stock price is currently available at a dirt cheap price of around Rs. 14.
* Source: DNA Money advt. For more info, visit company website: http://www.kserasera.com
Cheers!
The company has announced enormous diversification plans. Board of Directors has decided to invest in IPL (Indian Premier League) 20-20 Cricket Team. The company has entered into a Joint Venture for the forthcoming film, "Americans In Danger" starring Colin Farrell, Chris Evans & Anne Hathaway. An average Hollywood blockbuster collection is well over Rs. 5000 crores and this film is already considered as an awaiting blockbuster in Hollywood circles*.
The future looks bright for this company and the stock price is currently available at a dirt cheap price of around Rs. 14.
* Source: DNA Money advt. For more info, visit company website: http://www.kserasera.com
Cheers!
Thursday, October 8, 2009
Hot Pick : Bihar Tubes Ltd. Bse Code : 590059
Bihar Tubes Ltd. is an ISO 9001:2000 company engaged in manufacturing and exporting galvanized steel tubes, galvanized steel pipes and welded black pipes/tubes. They manufacture Mild Steel Tubes, Aluminum Steel Tubes for a range of applications like Mild Steel Tubes for structural purpose and mechanical & general engineering purpose, ERW Pipes for water, gas & sewerage, Steel Tubes for idlers of belt conveyors, water wells and Lancing Pipes for various automotive & industrial applications.
The stock has fallen from its highs of around 216 in Dec, 2007 to its current mouthwatering price of 59. The stock price of this company has been lying dormant for a long time and a technical breakout can happen any time after this consolidation. Religare research had put a BUY call on this stock on 7th May, 2008 when the market price was 151 and they had given a price target of 240 plus for it.
Download the report from here: http://www.zshare.net/download/66633891ddd181a6/
So if this stock was found attractive at 151 levels, at current price of 59 it's available at a steal. Seems to be a good investment bet.
Cheers!
PS: I'm glad that one of my recent picks, FCS Software has nearly tripled after I recommended it. Hope you profited from it.
The stock has fallen from its highs of around 216 in Dec, 2007 to its current mouthwatering price of 59. The stock price of this company has been lying dormant for a long time and a technical breakout can happen any time after this consolidation. Religare research had put a BUY call on this stock on 7th May, 2008 when the market price was 151 and they had given a price target of 240 plus for it.
Download the report from here: http://www.zshare.net/download/66633891ddd181a6/
So if this stock was found attractive at 151 levels, at current price of 59 it's available at a steal. Seems to be a good investment bet.
Cheers!
PS: I'm glad that one of my recent picks, FCS Software has nearly tripled after I recommended it. Hope you profited from it.
Thursday, September 17, 2009
HOT PICK: PSL LTD. bse code: 526801
PSL manufactures and supplies spiral welded pipes conforming to American Petroleum Institute (API) standards for oil, gas and water transmission, as well as structural and piling applications for both onshore and offshore sector.
Its subsidiaries include PSL Corrosion Control Services Limited, Pipeline Systems Limited and PSL USA Inc. PSL USA, Inc. and PSL-North America, LLC.
According to sources, the conglomerate expects to establish a large share of the proposed gas pipeline network to be built by GAIL, GSPL, and other domestic players, who have announced proposals to construct pipeline transmission networks worth over Rs 20,000 crore.
PSL's annual pipe manufacturing capacity presently stands at 1,475,000 million tonnes per year.
The Promoters' shareholding stands at a very healthy 49.13% and the PE ratio is only around 8 at cmp of 179. Its Market Cap vs Sales is very attractive as compared to its peers. PSL has a market cap of 700 crs whereas the sales stand at around 3600 crs, which means Sales are around 5 times of the market cap. Now compare this with its peers like Welspun Guj whose market cap is around 4700 crs and Sales of 5800 crs, which means sales is 1.2 times market cap. Another peer Maharastra Seamless has a mkt cap of 2000 crs and sales of 2100 crs, i.e. sales is 1.05 times mkt cap. So as compared to its peers, PSL Ltd appears to be grossly undervalued.
The share is trading at a deep discount to its Highs of around Rs. 555 in December 2007. Very recently, fund house Citigroup Global Market (Mauritius) Pvt Ltd increased its stake in PSL Ltd to 5.38 per cent. The future looks very bright for this company and we can expect this stock to eventually make new highs like peer Jindal Saw is currently making.
Cheers!
Its subsidiaries include PSL Corrosion Control Services Limited, Pipeline Systems Limited and PSL USA Inc. PSL USA, Inc. and PSL-North America, LLC.
According to sources, the conglomerate expects to establish a large share of the proposed gas pipeline network to be built by GAIL, GSPL, and other domestic players, who have announced proposals to construct pipeline transmission networks worth over Rs 20,000 crore.
PSL's annual pipe manufacturing capacity presently stands at 1,475,000 million tonnes per year.
The Promoters' shareholding stands at a very healthy 49.13% and the PE ratio is only around 8 at cmp of 179. Its Market Cap vs Sales is very attractive as compared to its peers. PSL has a market cap of 700 crs whereas the sales stand at around 3600 crs, which means Sales are around 5 times of the market cap. Now compare this with its peers like Welspun Guj whose market cap is around 4700 crs and Sales of 5800 crs, which means sales is 1.2 times market cap. Another peer Maharastra Seamless has a mkt cap of 2000 crs and sales of 2100 crs, i.e. sales is 1.05 times mkt cap. So as compared to its peers, PSL Ltd appears to be grossly undervalued.
The share is trading at a deep discount to its Highs of around Rs. 555 in December 2007. Very recently, fund house Citigroup Global Market (Mauritius) Pvt Ltd increased its stake in PSL Ltd to 5.38 per cent. The future looks very bright for this company and we can expect this stock to eventually make new highs like peer Jindal Saw is currently making.
Cheers!
Saturday, September 12, 2009
Want to see me on BIGG BOSS SEASON 3? Then SMS BB {SPACE} NAVIN BAJAJ TO 56882
Hi friends,
Hope all of you are doing well and benefitting from my calls. There is some piece of news for you. If you would like to see me in the BIGG BOSS' House this season on COLORS TV channel, then please SMS your vote for me by typing BBNAVIN BAJAJ and send it to 56882. Send as many SMSes as you can if you'd like to see me as one of the housemates of Bigg Boss (Indian version of the International show Big Brother) house this season. As you might be knowing, this season the host of the show will be Mr. Amitabh Bachchan. So kindly SMS your vote for me.
Cheers!
Hope all of you are doing well and benefitting from my calls. There is some piece of news for you. If you would like to see me in the BIGG BOSS' House this season on COLORS TV channel, then please SMS your vote for me by typing BB
Cheers!
Friday, September 4, 2009
COMPACT DISC INDIA LTD. BOARD RECOMMENDS DIVIDEND
Compact Disc India Ltd has informed BSE that the Board of Directors of the Company at its meeting held on September 04, 2009, inter alia, has recommended Dividend @ 20% i.e. Rs. 2/- per share for the financial year 2008-09 which shall be finally declared in the forthcoming Annual General Meeting to he held on September 30, 2009.
http://www.bseindia.com/qresann/news.asp?newsid=165905B7-B294-4AD8-8685-B2155B30E176&flag=I&type=A&scrip_CD=526141
Cheers!
http://www.bseindia.com/qresann/news.asp?newsid=165905B7-B294-4AD8-8685-B2155B30E176&flag=I&type=A&scrip_CD=526141
Cheers!
Monday, July 27, 2009
COMPACT DISC INDIA LTD. JUNE QTR RESULTS & OPEN OFFER
The June qtr results of CDIL have been declared. Sales are up from 433 million to 442 million, and Net Profit is up from 83.5 million to 91.71 million. EPS is up from Rs8.73 to 9.58 in this quarter.
A Note attached with the results says "Seengal Capital Advisors Pvt. Ltd., an investment arm of the Promoters of CDIL and iMedia Ventures Ltd., content developer have offered to buy upto 40% equity of the company by open offer".
Cheers!
A Note attached with the results says "Seengal Capital Advisors Pvt. Ltd., an investment arm of the Promoters of CDIL and iMedia Ventures Ltd., content developer have offered to buy upto 40% equity of the company by open offer".
Cheers!
Wednesday, July 22, 2009
Hot Pick: Compact Disc India Ltd. Bse Code : 526141
Compact Disc India Ltd. is in the sunrise sector of Animation and has reported fabulous results for FY ended 2009. FINANCIAL HIGHLIGHTS OF FY 2008-09:
* Sales Revenues higher by 87% at Rs.192.10 crore.- Profit-After-Tax (PAT) increases by 102.51% to Rs.39.50 crore.
* Profit-Before-Tax (PBT) increases by 101.21% to Rs.43.81 crore.
* Earning per Share (EPS) higher at Rs.41.27 as compared to Rs.20.51 last year; higher by 101.21% (annualized).
* CDI continues to be the largest animation film outsourcing company in South Asia.
Source : http://www.compactdisc.co.in/
The EPS of this stock is reported at Rs.41 and the stock is trading at a dirt cheap PE of only 1.5 at cmp of 61.15. The company is promising to triple its Net Profit in FY2009-2010. If it's able to fulfil its promise, then you can well imagine where the price of this extremely undervalued stock can go, considering the fact that the PE ratios for companies in the Animation & Media sector enjoy PE ratings between 10 and 20. The company has announced several tie ups with reputed movie production houses. CDIL has informed the exchange that the Company has signed a MOU with BBC Films to co-produce the film, "Blame it On The Bhangra". The Promoters have increased their stake in the company by 4% during the last year. This is a high risk-high returns kind of stock which is a potential multi-bagger.
Cheers!
* Sales Revenues higher by 87% at Rs.192.10 crore.- Profit-After-Tax (PAT) increases by 102.51% to Rs.39.50 crore.
* Profit-Before-Tax (PBT) increases by 101.21% to Rs.43.81 crore.
* Earning per Share (EPS) higher at Rs.41.27 as compared to Rs.20.51 last year; higher by 101.21% (annualized).
* CDI continues to be the largest animation film outsourcing company in South Asia.
Source : http://www.compactdisc.co.in/
The EPS of this stock is reported at Rs.41 and the stock is trading at a dirt cheap PE of only 1.5 at cmp of 61.15. The company is promising to triple its Net Profit in FY2009-2010. If it's able to fulfil its promise, then you can well imagine where the price of this extremely undervalued stock can go, considering the fact that the PE ratios for companies in the Animation & Media sector enjoy PE ratings between 10 and 20. The company has announced several tie ups with reputed movie production houses. CDIL has informed the exchange that the Company has signed a MOU with BBC Films to co-produce the film, "Blame it On The Bhangra". The Promoters have increased their stake in the company by 4% during the last year. This is a high risk-high returns kind of stock which is a potential multi-bagger.
Cheers!
Wednesday, June 3, 2009
Hot Pick: FCS Software Solutions Ltd. Bse: 532666
Friends, I'm happy that my last three buy calls have all more than doubled in the last couple of months. While the index stocks (the big caps) have rallied a lot after the elections, there is a lot of value in the Mid-Small caps. One such stock is FCS Software which is a dividend paying company, giving consistent results over a period of time. The promoters hold a good 67.92 % in the company which should give confidence to the other shareholders. The nine months EPS of the company is already Rs.16 and the fourth quarter results will be out by the end of June. The stock is grossly undervalued at current price of 46 and is trading at a PE of less than 3. Investors can buy this stock at current price.
Cheers!
Cheers!
Wednesday, April 8, 2009
Hot Pick : ALOK INDUSTRIES BSE CODE : 521070 NSE CODE : ALOKTEXT
ALOK INDUSTRIES is a profit making, dividend paying company and the share is currently trading near its lows of approx. 13.60. The 52 week high was 73 and low was 11.55. The stock is going at a mouth watering PE of less than 2 and the Book Value is around 60 Rs. This stock also trades in F&O which means it can see unlimited gains in a single day. This is a stock having great fundamental value and is looking all set for a technical breakout. Targets can be 25, 36 and 55 for long term Investors.
Friday, February 27, 2009
Hot Pick: Balaji Telefilms
NSE CODE : Balajitele BSE CODE : 532382
Balaji Telefilms is a pioneering television content producing company with a presence across Indian general entertainment channels. The 52 week high for the stock was 223 and 52 week low was 31.15. The stock is currently trading near its lows at only 32 at a PE ratio of less than 4. Historically, media companies such as this have traded between PE bands of 15 to 55. The stock had nose dived after their contract with Star Plus came to an end. But now the company has started two new shows, Kitni Mohabbat Hai and Bandini. The company also plans to launch a horror show next month. The stock presents great value at current price and the future looks to be bright.
Cheers!
Balaji Telefilms is a pioneering television content producing company with a presence across Indian general entertainment channels. The 52 week high for the stock was 223 and 52 week low was 31.15. The stock is currently trading near its lows at only 32 at a PE ratio of less than 4. Historically, media companies such as this have traded between PE bands of 15 to 55. The stock had nose dived after their contract with Star Plus came to an end. But now the company has started two new shows, Kitni Mohabbat Hai and Bandini. The company also plans to launch a horror show next month. The stock presents great value at current price and the future looks to be bright.
Cheers!
Friday, February 20, 2009
Hot Pick: Crew B.O.S. Products Limited
Nse Code: CREWBOS Bse Code: 532873
It's been a while since I updated this site. The markets all over the world are re-testing the lows of Oct, 2008. I think this presents an opportunity for investors to cherry pick and build a long term portfolio. Crew B.O.S Products is a profit making, sound company with a 52 week high of 94.40 and low of 16.65, currently available at a mouth-watering price of just around 18. The nine months EPS of the company already stands at 7.99, which means that at current price the share is available at a PE ratio of less than 2. The Promoters have been increasing their stock holding in the company over the last few months and their latest percentage holding in the company stands at 54.13%. The company is in the business of Fashion & Leather accessories and the future is bright for this company.
Cheers!
It's been a while since I updated this site. The markets all over the world are re-testing the lows of Oct, 2008. I think this presents an opportunity for investors to cherry pick and build a long term portfolio. Crew B.O.S Products is a profit making, sound company with a 52 week high of 94.40 and low of 16.65, currently available at a mouth-watering price of just around 18. The nine months EPS of the company already stands at 7.99, which means that at current price the share is available at a PE ratio of less than 2. The Promoters have been increasing their stock holding in the company over the last few months and their latest percentage holding in the company stands at 54.13%. The company is in the business of Fashion & Leather accessories and the future is bright for this company.
Cheers!
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