Showing posts with label Hind Dorr Oliver. Show all posts
Showing posts with label Hind Dorr Oliver. Show all posts

Sunday, December 13, 2009

Review - Year 2009

-
Dear Readers,

One of the action-packed and historic calendar year in terms of market is going to end. The year has provided mixed postures of both pain and pleasure to the investors. We witnessed the painful lows and on the other side, pleasing recuperations like a phoenix. In my view, the first and foremost positive outcome of Year 2009 is, it brought back the faith on market to the investor community. The year 09 also established the dominance of equity investment once again, and above all it has brighten up the apparent phenomenon, the unbeatable ‘Indian growth story’. In addition, the year has shown utmost kindness to thousands of investors who trapped in the market at the peak of 20-21 thousand levels (2007-08), recouped more than half of their lose.

I would like to look back through the year, in association with this blog and my Portfolio Advisory Services. I can say with sheer satisfaction that, 90% of my recommendations keeping far ahead compares to the percentage gain on indices. And some of them performed even beyond my expectations. This post is dedicated to my esteemed clients who kept utmost trust on me in the most testing time. I wish to discuss on few of my earlier recommendations which turned to real multibaggers. These stocks rewarded fabulous gains to me as well as to my certain clients in the year 2009.



Here, I have included the stocks which performed extremely well or which demonstrated the real Multibagger perception in a very short span of time. I would like to underline that, these stocks are not only performed vigorously in the line of their business but also not involved in any unauthentic means to establish their multibagger membership. Shortly, these stocks are genuine in all respects with in my awareness and I am still keeping a strong zeal on their tremendous growth potentials in the long run.

The following data is not exaggerated in any way and it is the true history with this blog. These recommendations were published on 04 March & 11 April 2009 respectively in this blog and has recommended to certain clients prior. I have placed the link below for a review as well as added the build up value of Rs. 10000/- for an easy get.

Om Metal Infraprojects

Price on 03/03/2009 - Rs. 6.76
Recommended buy range - Rs. 5.00 - 8.00
52 Week high(Oct 2009) - Rs. 37.50
Return % - 455%
Build up value of Rs. 10000/ - Rs. 55500/-

Amara Raja Batteries

Price on 03/03/2009 - Rs. 33.60
Recommended buy range - Rs. 30.00 – 35.00
52 Week high (Nov 2009) - Rs. 182.50
Return % - 443%
Build up value of Rs. 10000/-
Rs. 54300/-

Hind Dorr Oliver

Price on 03/03/2009 - Rs. 35.25
Recommended buy range - Rs. 20.00 – 30.00
52 Week high (Aug 2009) - Rs. 177.90
Return % - 405%
Build upValue of Rs. 10000/- - Rs. 50500/-

http://www.stockinfos.in/2009/04/penny-passion-part-i.html

Kitex Garments

Price on 10/04/2009 - Rs. 05.04
Recommended buy range - Rs. 03.00 – 05.00
52 Week high (Dec 2009) - Rs. 29.00
Return % at 52Wk High - 475%
Build up value of Rs. 10000/- -
Rs. 57500/-

Portfolio Advisory Services

The service I made public through this blog on 08 August 2009. Till that time, I was running this for few buddies in my locale only. Again, I have got, and continuously getting tremendous response from all kind of investors. The leading numbers of my clients are in the category of inexperienced youngsters. The next higher numbers comes from the category of to be pensioners who have little time ahead to left their pay packets. NRIs positioned at third, and interestingly, house wives are positioned at fourth, mostly from metros/cosmopolitans. Fifthly, people I mentioned earlier who lost their big part of money invested at the peak levels. Then comes the middle aged, but fresh to market, retired people etc… I am planning to publish a special post in this row, but in leisure.

Some of these Portfolios are well maintained, scrips selected with extreme caution, but the majority is filled with junk shares. I usually asks clients, `Is there any particular reason behind this selection of stock X?. Majority of them have not clear answer or some of them even unaware about the business company involved, but they bought shares!!

Let me conclude.., Investment simply means put your money to earn more. It will help you to meet your certain fiscal goals. It may be for buying or building a house as your own, for marriage of your daughter, paying your kid’s education, for a tension free or comfortable retirement life, for a farsighted savings for your coming generations or whatever important to you. It is not mandatory that you have to be rich to be an investor. Investing even a small sum can build significant rewards over the long-term. An instant example with us, is the Kitex story itself. But it is important that to have to reach in a solid decision about how much you want to invest, where, how and when?. To choose wisely, you need to gain wisdom(the real power) on the entire investment spectrum, rules and logics of the game you are going to play, and above all, their relative risk exposures.

Few words to NRIs

I am monitoring the increasing number of hits to this site from NRIs, which is the muse behind following words. Here, let me place the appealing truth, our own motherland, India is comes under the top five economies in the world in terms of market potentials. Don't see it as a casual news which you read everyday in news papers! The news is nothing new, but I am assuring you, things are going in that way...As of now, we are positioned far ahead of developed countries like UK, France and Italy. Can you imagine that, we are ahead of UK who has ruled us ruthlessly for some 200 years?. Yes, I mean it!!, our growth have no limits. We are still in a nascent stage.. I am seriously dreaming a day, where the whites will work in our farms!, Oil riched Gulf people will serve our industries..People all over the world will shift from the products like Gillete to Godgrej or Emami...but largely depends on our politicians... We have been graded as the 3rd biggest economy in Asia in terms of GDP. I have placed a link of Wiki, where you can find our position in the list, as where we stand. Check serial numbers, 16, 28, 41, 49, 51, 69, 81, 102, 104, 110, 124, 140, 152, 155, 168, 172, 173, 177, 188, 192, 193 ,206 & 209.


Have a look on our position in the list and find where the established giants are standing. All these make investment in India is a most positive option for you. The Indian market proposes a great potential for the investors as the echelons of power of purchasing is improving day by day. In order to accomplish gains from investment in India, it is imperative that you should not think on any short-term goals; as any fiscal gains could only be accumulate from absolute patience.


Thats all for now and comment please....

Wishing all a Happy and Prosperous New year in advance..

Shabu Thachat


-



-

Wednesday, March 4, 2009

Multibaggers - Part II

Dear Readers,
We have reached almost near the bottom of Sensex. There is none a further 13,000 points left to fall. It is expected a maximum of 2000 more points may crash, if a worst fall down occurs. This is the right time to start the great accumulation process on every major fall, will do miracles in long term by a careful selection of good stocks. Please do your own research before make any investment decisions.

I have put together some facts on certain 60-70 scrips I collected while searching good stocks to invest. The first batch of 10 were published in http://www.stockmarketguide.in/ in the month of February. I am submitting 4 more for your perusal and further investments decisions. I am sure that the Small/Mid cap scrips quoted below will do great job for us in coming days and will be the real multibaggers in future.
I am planning a 3 to10 year long term investment to scrip specific and expect readers will make close analysis before any bulk investments. I didn’t stressed much on the technicals, instead, I recommended a best BUY RANGE after considering certain technical factors. The right time to enter in the market is unpredictable in current situation and the BUY RANGE proposed may help you to take a decision.

1. OM METALS INFRAPROJECTS LIMITED

Om Metals Infraprojects Ltd, is a company (Kothari Group) having diverse business activities and interests related to Hydro mechanical equipments, turn key solutions for steel fabrication, Hydro power developments, Real Estate, Leasing, Finance, Entertainment centers, Hotels and tourism. The ISO 9002 Company is pioneer in the field of execution from Design, Detailed Engineering, Manufacture, Supply, Installation, Testing & Commissioning of complete range of Hydromechanical equipments for Hydroelectric Power & Irrigation projects, PHED, PWD & various Corporations.

Om Metals Infraprojects Ltd. has to its credentials more than 40 projects completed all over India and abroad. Some major on going projects are Sripada Sagar Project, Kameng Hydro Electric Project, Koldam Hydro Electric Project, Sewa Hydro Electric Project, Madikeda Project, Parbati III Hydro Electrical Project, Chamara II Hydro Electrical Project, Uri II Project, Teesta Low Dam IV Project and Tapovan Vishnugad Project .

A Special Purpose Vehicle "Pondicherry Port Ltd" (PPL) has been iniatiated as a 50:50 joint venture between Subhash Projects & Marketing Ltd (SPML) and Om Metals Infraprojects Ltd. The port will be developed in four phases and will be completed by 2014. It will provide direct and indirect employment to over 10,000 people.

Om Metals has grossed in engineering sector alone a turnover of USD 25M and is now targeting a turnover of USD 50M. The company has successfully completed more than 50 Irrigation and Hydro Power projects across the nation and abroad. Bagged prestigious contracts from organization like World Bank, NTPC, Ministry of External Affairs, NHPC, NEEPCO and others Profit making company since its incorporation.

BSE CODE - 531092
SCRIP - Om Metals Infraprojects Ltd
PRICE - 06.76
SECTOR - Hydro Power and other Infra
PE - 3.80
EPS - 3.91
Book Value - 34.01
BUY RANGE - 5-8
52W Low/High - 5/59

2. AMARA RAJA BATTERIES

Amara Raja Batteries (AMARARAJA) is engaged in manufacturing batteries for the automotive and the industrial sector. Amara Raja will perform beyond our expectations in the Electric/Hybrid vehicle Era. I am dreaming about 2, 3 and 4 wheelers including low floor buses of our state RTCs running on electricity, will rule the roads in coming 7-10 years. If it happens, you will see the hi-tech BATTERY HUBS for recharging/replacing the batteries at every nook and corner. Amara Raja “PitStops” will definitely be there with its advanced technology power boxes. Just imagine that you are holding a Smart Card of AMRB and can recharge/replace the battery of your electric 2/3 or 4 wheelers at anywhere through out your journey.

The company has a range of automotive batteries sold under the brand name Amaron like Pro, Hi-Life, Hi-Way, Harvest, Go, Fresh, Optima, Shield, Gems, and Tips. Original manufacturer (OE) customers include Hyundai, Maruti Udyog, GMIL, HML, Ford and others. It is the market leader in India in the VLRA segment with 42% market share. It is also the largest & dominant market leader of standby batteries in Railways, Telecom and Power Generating stations in India. Leading Clients includes BSNL, MTNL, Lucent, Alcatel, Seimens, BHEL, CGL etc…

The company has technical collaboration with US-based Johnson Controls. The company`s franchisee outlets are known as PitStop, and it has more than 150 PitStops across India. The company’s industrial and automotive batteries are exported to Singapore, Malaysia, Indonesia, Taiwan, Philippines, Greece, Australia, Kuwait, Dubai, China and Japan.

The company invested Rs 882 million to increase automotive battery capacity by 50% from 3.6 million units per annum to 5.4 million units per annum. They also plan to expand the capacity of the industrial battery division, which would incur a capital expenditure of Rs 650 million. The company would be investing Rs 1,134 million in setting up a facility at Tirupati for the manufacture of two wheeler and small VRLA batteries. The proposed investment would be spread over three to four years.

Amaron® is the preferred supplier to Daimler Chrysler, Ford and General Motors. It has selected as automotive product of the year 2000 by Overdrive, Excellence in Environmental Management in 2002 by AP Pollution Control Board. Creative Advertiser of the year '2002 by ABBY, Ford "World Excellence Award" , Ford Q1 Award , ISO-9001 in 1997, QS 9000 in 1999, ISO/TS 16949 in 2004, ISO 14001 in 2002.

The company is one of the largest (designed for producing 3.64million batteries p.a.) and most modern automotive battery plants in Asia . Most of the product components are built in-house and maintains fully automated production line. To cater to ever changing customer needs, Amara Raja has also built a Battery Excellence Centre - the first of its kind in Asia. This research and engineering centre has been conceived as a completely self-sufficient facility with a full range of testing equipment. The centre incorporates all the latest gadgetry for battery performance evaluation, design and life testing and also has capabilities for application engineering, vehicle systems study, simulations and computer-aided design including a full calibration laboratory on site.

The company has launched a new retail store format – Powerzone. Powerzone will offer top quality automotive and power related products for the rural households and shops. It will be a one stop shop offering a platter of products from automotive batteries, tractor batteries and home UPS, from the House of Amara Raja. The first Powerzone store was inaugurated at Chengalpattu, in Tamil Nadu, recently.

BSE CODE - 500008
SCRIP - Amara Raja Batteries Ltd
PRICE - 33.60
SECTOR - Batteries
PE - 3.00
EPS - 20.58
Book Value - 39.00
BUY RANGE - 30-35
52W Low/High - 33/144


3. OPTO CIRCUITS INDIA

Opto Circuits (I) Limited (OCI) is a Bangalore based company engaged in manufacturing of Medical Diagnostics equipments includes, Pulse Oximeters, Pulse Oximeter Sensors, Fluid warmers, Cholesterol monitors etc... OCI is in a specialized, technology oriented Opto electronic industry since 12 years. OCI has the status of Export House and has been awarded two star trading house status by the Government of India. It has ISO 9001-2000 and ISO 13485-2003 quality system certification. OCI group companies have been awarded CE approval for its products. The subsidiaries of OCI possess FDA approval for different products being manufactured by them.

OCI’s infrastructure includes a full fledged R&D and manufacturing facility at Electronics City, Bangalore. OCI’s flagship products like: Pulse Oximeters, Sensors, Digital Thermometers, Thermal Bill Printers are some of the turn key solutions by the company. With its thorough knowledge of the industry & expert management, OCI can competently handle total solutions for its clients, right from conceptual level to the finished product which includes software, hardware and support system..

Criticare Systems, Inc, is now a wholly-owned subsidiary of Opto Circuits. Criticare Systems Inc. designs, manufactures, and markets cost-effective patient monitoring systems and noninvasive sensors for a wide range of hospitals and alternate health care environments throughout the world. Mediaid Inc. is a wholly owned subsidiary of Opto Circuits India Ltd. Mediaid has an established distribution network across US, Latin America and Europe.

Eurocor Gmbh, a 100% subsidiary of OCI, is a European Life Sciences Technology corporation specializing in the research, development and manufacture of interventional cardiology products. Eurocor specializes in coronary stent technology and special cardiovascular devices. Eurocor currently sells its products in over 26 countries around the world. OCI also acquired the Digital Clinical Thermometer division from Hindustan Lever in India during 2002.

The leading National clients of the company includes Manipal Group of Hospitals, Escorts Heart Hospital Delhi, Wockhardt Heart Hospital (Delhi, Mumbai), Apollo Group of Hospitals, Lilavati hospital Mumbai, Breach Candy Hospital, Mumbai etc..

OCI has received Section 510(K) US FDA (United States Food & Drug Administration) approval on two of its new generation range of Pulse Oximeters. The latest certification enables OCI to market its M30 and M34 Models of Pulse Oximeters in the United States which is the largest market for these products. The M30 and M34 Models are already being successfully marketed in Europe and Asian countries.

BSE CODE - 532391
SCRIP - Opto Circuits (India) Ltd
PRICE - 78.45
SECTOR - Medical Diagnostic Equipments
PE - 11.50
EPS - 10.86
Book Value - 19.71
BUY RANGE - 60-80
52W Low/High - 69/244

4. HIND DORR-OLIVER

Hindustan Dorr-Oliver (HINDDORQ) is a leading total engineering solution provider company. The ISO 9001:2000 certified company provides engineered solutions, technologies and EPC installations in liquid-solid separation applications and pollution control for industries like pulp and paper, mineral beneficiation chemicals, food and pharmaceuticals, breweries and distilleries, refineries and petrochemicals, oil and gas, phosphatic fertilizers, industrial and municipal waste water. The research and development facility is certified by Dept. of Science and Technology, Govt. of India.

The company has bagged several contracts from prestigious companies like Hindustan Petroleum Corporation, National Aluminum Company, Bharat Oman Refineries, Indian Oil Corporation, Vedanta Alumina etc…The company has long-term business associations in Sri Lanka, South East Asia, Jordan, UAE, Kenya, Iraq and Kuwait.

HDO has an excellent track record in Mineral Beneficiation, which is one of its core business sector. HDO enjoys leadership in more than 70 different metallic and non-metallic mineral processing industries. HDO has served almost all the customers in Alumina Industry, viz. NALCO, HINDALCO, BALCO, INDAL, MALCO and VEDANTA, by supplying its core process units, such as Sand Washing Plant, Conventional Thickeners, Hi-rate Settlers, Cable Torque Thickeners, Kelly Filters, Disc Filters, Red Mud Filters, Horizontal Pan Filters, Milk of Lime Plants, etc.

HDO has made a major contribution in the field of Uranium Ore Processing and Extraction Plants in India, and has supplied equipment and system to Uranium Corporation of India Ltd., for their Jaduguda Project. The company is also a pioneer in Water / Wastewater and Industrial Effluent Treatment Systems and offer integrated solutions for customer satisfaction. The company has over five decades of experience in India / abroad in terms of executing turnkey projects in this field.


Services
Water Treatment:-

  • Drinking Water Treatment

  • Industrial Process Water Treatment

  • Reverse Osmosis

  • Circulating Water Treatment

Wastewater Treatment:-

  • Domestic Sewage Treatment

  • Industrial Effluent Treatment

  • Refineries and Petrochemical

  • Pulp and Paper Industries

  • Dairy Industries

  • Textile Industries

  • Fertilizer Industries

  • Chemical Industries

  • Tanneries

CHEMICAL INDUSTRIES

HDO also specialized in separating the solids from the liquids in chemical industry. Solid-liquid separation units, such as Thickeners, Clarifiers, Classifiers, Drum Filters, Precoat Filters, Disc Filters, Horizontal Pan Filters, Horizontal Belt Filters, are some of the equipment, which cater to this segment.

HDO was closely associated for post-war construction work in Iraq, which included complete supply and installation of water distribution pipelines and treatment works. HDO has also supplied unique containerized mobile drinking water treatment plants to Iraq. HDO Manufacturing Works is having U Stamp Certification from ASME, United States of America.
HDO has executed many projects with specific technology tie-ups from the companies abroad. This includes:-

MINERALS PROCESSING
GL&V - CANADA (For Equipments in Mineral processing and beneficiation)
CHALICO GAMI - CHINA (For projects in Alumina Smelter and Refining.)

ENVIRONMENTAL MANAGEMENT
ABS - SINGAPORE (For lending technology support in WTP/STP/ETP projects and associating as Equipment supplier.)

KEPPEL SEGHERS - BELGIUM (For various Wastewater Technologies.)

SFC – AUSTRIA (For SBR technology.)

GE INFRA – USA(For Comprehensive water reuse technologies.)

BSE CODE - 509627
SCRIP - Hindustan Dorr-Oliver Ltd
PRICE ON - 35.25
SECTOR - Engineering/Turnkey Services
PE - 5.50
EPS - 10.88
Book Value - 35.71
BUY RANGE - 20-30
52W Low/High - 24/139

I am not responsible for your investment decisions and do close watch before taking any. Happy Investments!

Disclaimer

The blog is associated with information on Indian stock market and author’s investment view points on various emerging stocks/sectors. The contents discussed in this blog are purely my own personal opinion and in no case weigh it as any kind of recommendation for stock market investment. The sheer purpose of this blog is to educate the interested community on market related subjects based on my experience and I am, in no way, responsible for investment decisions based on the contents described in this blog.



Total Pageviews