Wednesday, February 4, 2015
Tuesday, February 3, 2015
Wednesday, January 28, 2015
Saturday, January 17, 2015
ARVIND LTD UPDATE
22 Jan 2015
Arvind to Enter Footwear business :
Arvind Ltd was featured as one of the company that has crossed $1 billion market capitalization recently.
Arvind to Enter Footwear business :
Arvind Ltd was featured as one of the company that has crossed $1 billion market capitalization recently.
article:
SNOWMAN LOGISTICS LTD
Snowman Logistics Ltd is India’s well organized Cold Supply
Chain Company present across PAN India.
- As per http://www.snowman.in
23 temperature controlled warehouses across 14 locations.
- Presence:
- The company also provides value added services such as kitting, packaging, repacking, labelling, sorting, bulk breaking etc.
- Some of the clients include HUL, McCain, Baskin Robbins, Ferrero Rocher, Taj Hotels, etc.
- More details for list of clients / services /capacity http://www.snowman.in/images/snowman_presentation.pdf
- Cold supply chain industry is estimated at Rs100-150bn and is expected to grow at the rate of 15-20% for next 3 to 5 years.
- Gateway Distriparks Limited is the promoter of the company which is well know Logistics firm listed on NSE / BSE.
- Snowman was listed recently September 2014 with issue price Rs 44-47 for addition of 6 new warehouses across India.
- Though the stock price has doubled recently, it’s still worth as lot more growth will be added in its business with growing consumer sector and expansion plans.
- Falling Fuel price will also benefit the company in terms of Cost.
Sunday, December 21, 2014
MANAPPURAM FINANCE
ALL ODDS ARE OVER FOR MANAPPURAM
- Company is expanding its business to extend loans.
- Housing Loans Early 2015 which is sooner Acquired Milestone Home Finance.
- Vehicle Loans Re-Entering.
- Micro finance.
- Acquired Asirvad Microfinance eligible for small bank license.
So its no
more just gold loan business anymore which means balance sheet improvement Q2Q
YOY.
You can add this stock in your portfolio for a
given period of 12 months for shining returns.
(in Cr.)
|
Sep-14
|
Jun-14
|
Mar-14
|
Dec-13
|
Sep-13
|
Income Statement
|
|||||
Revenue
|
502.84
|
456.32
|
457.44
|
534.87
|
544.1
|
Other Income
|
1.74
|
2.13
|
2.29
|
0.19
|
0.36
|
Total Income
|
504.58
|
458.45
|
459.72
|
535.06
|
544.46
|
Expenditure
|
-160.65
|
-163.58
|
-169.24
|
-163.66
|
-153.77
|
Interest
|
-213.87
|
-213.42
|
-226.61
|
-247.43
|
-266.93
|
PBDT
|
130.07
|
81.44
|
63.88
|
123.97
|
123.77
|
Depreciation
|
-13.92
|
-14.67
|
-14.3
|
-15.78
|
-18.67
|
PBT
|
116.15
|
66.77
|
49.57
|
108.19
|
105.09
|
Tax
|
-39.72
|
-22.79
|
-17.2
|
-37.14
|
-35.38
|
Net Profit
|
76.43
|
43.99
|
32.37
|
71.06
|
69.71
|
Equity
|
168.24
|
168.24
|
168.24
|
168.24
|
168.24
|
EPS
|
0.91
|
0.52
|
0.38
|
0.84
|
0.83
|
CEPS
|
1.07
|
0.7
|
0.55
|
1.03
|
1.05
|
OPM %
|
68.4
|
64.62
|
63.5
|
69.44
|
71.81
|
NPM %
|
15.2
|
9.64
|
7.08
|
13.29
|
12.81
|
Friday, November 21, 2014
INDIAN HUME PIPE / GUJARAT FOILS - REPEAT
INDIAN HUME PIPE
I am repeating my recommendation made earlier to buy at level of 330 to 350 for the target of 4 digit price with a time duration of one year.
older post
http://valuable4all.blogspot.in/2014/09/indian-hume-pipe-company-ltd.html
GUJARAT FOILS LTD
accumulate on every dip for the target price of 200 with a time duration of one year.
older post
http://valuable4all.blogspot.in/2014/08/gujarat-foils-ltd.html
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