Tecpro Systems and Others…Keep an Eye on these….

Friends, I am mentioning some new stocks which came to my radar recently due to some recent announcements and progress in their business…

Tecpro Systems….CMP:302

KEW Industries..CMP: 8.28

Mafatlal Industries….CMP: 178

Garware Polyester…. CMP: 130

Ester Industries….CMP: 39

Tera Softwares….CMP:50

Among above mentioned stocks, Tecpro System is an excellent pick for long term…. This is a ideal stock to be hold for LT to have golden returns……. Till now nobody has come with a buy report on this stock and nobody uncovered this stock yet….. I will write more on this later on…..

Tera Software is a good story building up…. You can read all announcements on bseindia websites…… good pick for 2-3 years timeframe… fundamentally strong company….

Ester Industry…. I will not surprise if this company gives a bonus in near time…. Highly undervalued stock in its category……

Mafatlal Industry.. some news on land bank capitalization is going on… read announcements on bse website… this company is lead by very strong promoters….

I will write on these one by one in my next posts…

India… History and What we have studied….

Friends… today I am writing something off topic…. About some real and true facts about india and its history…. Most of the the things mentioned below are not mentioned in our child’s regular study books….. I have mentioned one example to test yourself whether you know real truth behind the war between britishers and Rani Laxmi Bai or not? Read it here….

After independence our government didn’t cared about our farmers and farm lands... our government started taking loans from other countries...

We Indians never needed loans from any other country... We got first loan in 1952.... Till 1947 we were the country which didnt have even a single penny of loan from other country.... but we started taking money from other countries in 1952.. The countries who gave us loan in 1952 started putting their terms and conditions across at the same time.... (Even if u take loan from bank it will put across some terms and conditions)...

So World Bank putted across some Terms & Conditions in front of us… First Condition was

1) The Currency in which we take loan should appreciate.. means if India takes loan in Dollar then Dollar should appreciate... Karj Dollar mein loge to uski value appreciate honi chahite.. this condition was putted by World Bank...

So Indian Government started pulling down the value of India Rupee afterwards...

1 Rupee= 1 Dollar (in 1947)

7Rupee = 1 Dollar (in 1952)

….

And trend continued afterwards……

Initially we took loans every 5 years from World Bank i.e in 1957, 1966,1972, 1977, 1982 and then every year from 1982... we took loans every year starting from 1982, 1983, 1984, 1985………..till 2011

Some of our great PMs took loans from World Bank to pay off just Interest of Old Loans......

Finally….Loans got increased....

From 1991 One plicy introduced that was called udaarikaran(Liberalization) then came Vaishvikaran(Globalization).... For my reference i have changed this policy name from udaarikaran to udhaarikaran(loan lena)...Karj lena.. loan lena.. sabne loan liya....

Currently 29 Lakh Crore of loan is pending... all on national government and state governement.... Explaining it more, every Indian has around 36000 Loan.....

Again coming back to conditions put across in front of us

...Second Condition Was....

2) We have to invite all companies of that country to do business in india from which we are taking loans..(jis jis desh se hum loan lenge uski sabhee companies ko hume india mein business karne ka invitation dena padega),.... we have to give them licenses... we have taken loan from 24 countries, so 5000 companies has entered in india so far....

Pepsi, J&J, HUL, Recitt Colman, Coke.... All are here....

One company is here from Canada... BATA... Yes that is BATA... BATA is from Canada... Now the truth is that BATA never manufacture shoes... It gives orders to small Shoe making units and put their Stamp on those shoes.... they are selling shoe of Worth 200 in Rs999... This is a big loot..... really big.... BATA started business in india by just investing 70 Lakh as FDI.... Now they are making Profit of over 175 Crores per year by just Investing 75 Lakhs as FDI.... What Indian Govt is doing?? I dont know... Indian govt just saw those 75 lakhs and didnt not percieved great profits of that company in years to come...

Now Posco.. 50k Crore FDI, considered as Biggest FDI In India... Funny thing is that they will use India resource to make steel and will sell to us in 10 times profit... Why govt is doing that?? why??? Thousands of crores of farming land is being alloted to them in pennies.... in years to come they will make huge profit and trust me they will recover their 50000 crore in just 10 years....

Unilever...Nother One from UK... jis desh mein jati hai usi desh mein us country ka naam laga leti hai.... India unilever Ltd, Pakistan unilever ltd, Indonesia unilever ltd.. so that a common man never understand that it is a foreign company....

Unilever started its business by just investing 24 Crore Rs...Isnt it amazing fact??? Now every year they are making profit of 3000 Crore........ I feel very poor by thinking over this again and again....

Colgate Plamolive.. Started its business in India by just a FDI of 15 Lakhs... now every year they are looting 500 Crore....

Its very shameful to know that these companies are making huge huge profits by just investing very little amount....

Every year 2 lakhs 32 thousand crore is the amount getting out of india through the routes of these companies....

Globalization .. im trying to understand this terminology whether this is correct for us or not.... This is a buzzword from last several years.... I have observed that it is a buzzword in all poor countries... like latin america, south asia, indonesia... hume ye janna hai ki doosre aur hamare desho mein kya hua is globalization se.... we need to find out what was happened in other countries and as well as in india due to this globalization...

In latin america.. globalization started in 1970 and it touches highs in 1980... this globalization package is a dictated by World Bank... there is a specific lobby of economist in world bank who decides whether a particular country needs to globaliza or not? Isnt is ridiculous that a specific lobby decides about it??... this globaliztion script has not written by latin americi government... this was scripted by a certain lobby in world bank and IMF....

There is lot of internals about this buzzword which i dont wanna write here....

Again ….India is in trap of agreements with other countries.... One time we have already lost our independence to Britain due to a wrong agreement with East India Company...

In history we did several agreements with other countries as well..Sikandar came to India and fought... Sikandar defeated and he returned back from India.. At that time he made an agreement with King of India that was "Sikandar made promise that he will not come to attack india again if India King let him free".. at that time Indian king could have killed Sikandar.... Nobody defeated sikandar ever before.... He begged for his life... He promised to never attack india if they will let him go free....Unfortunately we dont have documents on this agreement.. afterwards there was other attacks on India.. Hoon's and Shaka attacked India and both got defeated.... They begged for their lifes.... they got them freed themselves by making an agreement with indian kings....

The oldest agreement is "Agreement between Jahangir(Indian King) and East India Company in 1615"... main objective was "To allow East india company to trade in india and to give them some land to make godown. Also to give them some army men for their security purpose."... From India side there was Jahangir and from Britain side there was Thomas Row to made this agreement.... Thomas Row was first Britisher to come to india for east india company.... this agreement is at National Archives of India Library and at British Library...

Jahangir gave Surat to East India Company.. Surat was known to be very very rich and world famous for its cloths... It was business capital of India at that time... East India Company made its first office in Surat.....

Afterwards, every king made some and some agreement with East India Company and gave some cities to trade... From 1615 to 1857 East India Company made 565 Agreement with different different Kings of India... These are available at National Archive library at New Delhi..... There was very common thing in all agreements and that was its TITLE that was always "Agreement of Friendship"...but inside there was something written in those all agreements....

I am giving you one example...Gangadhar Raw was the King of Jhansi and he made a friendship agreement with East India Company. In that agreement it was mentioned that Gangadhar Raw and East India Company will remain friends... BUT at the end page of that agreement that were some Mischievous wordings mentioned that "If there will not be any son of King than East India Company will be declared as owner of all assets of the king"..... in that agreement 90% language symbolize friendship but 10% language had double meaning.... Unfortunately Gangadhar was not having any Kid and his wife "RANI LAXMI BAI" (well known name)... and both decided that they will adopt a child but britishers didnt got agreed on this adoption.... Britishers declared Jhansi as their property but RANI LAXMI BAI told "mein jhansi nahi dungi".... Britishers attacked....

Satara, Nagpur, Punjab, and 565 states all were declared as East India Property by them due to same types of agreements....

All Agreements that we made between 1615 to 1857 were responsible for losing our independence... Britishers were never defeated India in Arm power, nor in any war, in real meaning they betrayed us by making wrong agreements....Britishers got defeated in every war between them and Maharaja Ranjeet Singh of Punjab.. in same way they got defeated by Haider Ali and then Tipu Sultan... Its very True and real fact that we defeated them in every armed war...... Its true....

Now think .. what we have read in our curriculum books and what not………

I will more about India history in my upcoming posts….

KNR Constructions..CMP:100…Excellent Pick

KNR Construction is one of the best company in Infra Space and a excellent company to be hold for long term…..

KNRCL is a multi domain infrastructure development organization with more than 2 decades of experience and executes the construction of technically complex and high value projects across segments such as Express Ways, National/ State highways & Rural Roads, Bridges, Irrigations Projects, Flyovers, Commercial & Residential Projects….

It was incorporated in 1995 by professionals having experience in the field of infrastructure development and is an ISO 9001:2000 Certified company….. KNR Construction has main focus on BOT based Projects in Infrastructure Domain. … It has completed 8 successful projects of highways and 5 highway projects are ongoing currently…..

They are currently executing 3 Irrigation projects of Irrigation in Hyderabad of worth 2242Million with other joint venture partners….

It has Highest PAT Margin across Infra Sector….Two Major BOT Projects has already been completed and Total order book stands at 1500 Crore…. It has MCap of 290 Crores… a company which have market value of 290 crore has order book of 1500 crore, this is an amazing figure by any mean…..

On a market cap of 290 crores and equity of 28 crores it has posted Net Profit of 120 crore….

Only 10% of total shares are with public… means 90% equity is in strong hands… Including HDFC and Patel Engineering, these two holds around 15% of total equity…..

From last 5 years companies topline , bottom line and EPS is growing at a n healthy rate….

Best Part is , it has come down from all time high of Rs214 to level of 100Rs… According to me its an excellent opportunity to buy and hold…..

B&A Ltd…cmp: 109… Updates.....

(bse:508136)

Nine Months EPS is 50 for B&A Ltd… Full Year EPS is expected to cross 60…. Share price is available at 109…. PE after results will be 1.8 Only as compared to PE=14(Industry Standards)

It has tiny equity of 3 Crore…

Since I posted on this stock it has not moved but Re-rating may happen anytime in near future….

Sumeet Industries, Blackrose and Others Picks......Updates

Friends,

Sumeet Industries has posted topline of 820 Crores Vs 376 Crore of last year... a whopping 220% up from last year.... Net Profit rose to 54crore( 2.5 times as compared to last year), EPS ballooned to 7.63.... According to me the story has just began.... I have given call at 28 and it went up to 42 levels and now it has again came down to 28 levels... this is a excellent buying opportunity in this counter... Just have a look at the recent annoucements at the bse website "The QIP committee has approved the issue and allocation of 1,82,94,578 nos. of Equity Shares of Rs. 10 each, to the 6 Qualified Institutional Buyers ("QIBs") at an Issue Price of Rs. 30.25 per Equity Share (including Rs. 20.25 towards share premium)"... they have already placed their shares at Rs30.25 to QIBs... Now who is buying at 30.25 will take at least 3 times profit but that is different side... Sumeet Industry is a great story to unfold..... all developments are going in line with management expectations... Till now noone has given or wrote anything on sumeet industries....FY12 growth will be 25%. This was the first year for their expansion completion. So, next year we will grow 25%. But after next one year our next expansion will be over, so major increase will be in FY12-13.....

It has MCAP of 160 Crore and doing business of 850 crore ..Amazing bet....

Blackrose Industry....cmp 17.... is my new discovery on which i have already wrote on... Nobody knows about this stock.. so its best time to buy this stock.... Announced Dividend and Bonus already......

Eros International.... CMP: 143... is quoting well below its IPO price is a excellent pick for LT.... Eros International digitizes and catalogues its entire movie library through state of the art CLEAR platform.... this platform will manage, repurpose and monitize all its media contents...Its a visionary company and have experience of more than 3 decades in film industry.......

GSPL is quoting at Rs100 which is lowest levels in its history... One should not sell... this is a excellent buying opportunity....

Jyoti has posted good results again..... ther was some issues between Jyoti and RNS Infra over the execution of projects of KNNL(Karnataka Neeravari Nigam Ltd) which was of worth 1023 crores( out of which Jyoti Orders were of Rs424 Crores).. This JV has been cancelled and RNS Infra will give 18 Crores to Jyoti... This settlement will bring 18 crores to the Jyoti within 2-3 years... Jyoti Mcap is 160 Crore and even after loosing this JV Jyoti still has Orders of Worth 700 Crores which are to be executed in 2 years.......in March Jyoti has alloted 674128 Shares to Central Bank of India, Dena Bank, Bank of Maharasta at Rs 112.85... CMP is 95 and allotment has been done at Rs112.. for this Jyoti is incresing equity.... this allotment was done to restructure debt.... Jyoti is on its way to reduce the debt within 2-3 years....Actually debt is a big concern as they are paying a heavy chunk of their money as interest to banks... Now they are working to reduce this burden....

I am still bullish on uflex in LT.. it has posted a EPS of 38 for fy11.... It is recommended to continue to hold this stock....

Ennore coke has beaten down from 90 levels to 60... thus giving us another chance to buy and hold for LT....do not forgot that ennore coke has started its business in 2008 and within two years it has clocked a topline of 380 crores......

Jyoti Structures is expected to post flat results this year...... it is a fundamentally strong company.... I have already written a lot about this company business umbrella in my previous posts..... its a must have to be in one's portfolio....

Suryaamba is expected to post EPS 23 for FY11... its a screaming buy.......... One Surprise Stock will be Suryalata Spining Mills...its likely to post EPS of more than 50 for FY11.... Even at a conservative PE of 6, price should be 300..... Feature point is that it has a very tiny equity of 3 cr only... i have posted about benefits of tiny equity to its shareholders already in my previous posts.....

Petronet LNG has already proved its mettle.... Flared from 90 to 135 already and standing firm..... Its topline and bottoline are growing at an excellent pace of 25% YoY from last 4 years.......... Still its a buy and to be kept as FD for Long term......

Shriram EPC is at its 52 week low at cmp of 140..... Great business to buy... those who has missed this stock earlier must buy for LT... it has got exceptionally good promoters and fundamentals..... almost 81% of shares are closely held by strong hands...... Its trading at cheaper valuations as compared to its peers.... its presence in potentially strong growth sectors such as renewable energy including bio-ethanol plants, metallurgical EPC contracts and water and waste water infra projects......

Those who has missed AK Capital in previous can buy and hold for LT... it has came

down from 944 levels to 340.... Trading at a PE of Only 4 as compared to Industry PE of 24.... Excellent EPS of 83 for FY11... Take conservative PE of 10.. Price comes Rs830... Think yourself about these excellent figures.......

TATA Chemicals has acquired 100% stake in British Salt Limited, UK, for a consideration of GBP 93 Million.. also Foray into Branded Pulses Extends 'i-Shakti' Brand from Salt to Pulses... On its way to extend production of Urea, it has bought 25% stake as a strategic investor in stream 1 of a Greenfield Port Based ammonia-urea manufacturing complex in republic of Gabon(Africa). It is Ultra Low cost manufacturing unit in whole world...

Mayur Uniquoters was recommended by me in september last year and now it is sailing on its own way.... already up... and now many brokerage houses and independent analysts have started giving buy recommendations on this stock..... Its quoting at 289 now... But it touched a high of 340 in novmber last year(after two months of my post)........this year likely to post EPS of 45 on a tiny equity of Just 5 crore....80% stocks are closely held...... clientele includes world famous names like Bata, Action, BMW, Maruti, Mercedes, Fords, GM and the list goes on....... Excellent Pick for Long Term......

Mayur Uniquoter is a well known name in Artificial Leather and PVC Vinyl...

Dont forgot about Ganesh Polytex..... Recently Alloted 15 Lakhs convertible debentures at price of Rs90 to IFCI....These debentures are to be converted to equity shares within 18 months..... Those days are not too far when this stock will catch the fancy of big fishes......

Have a Look at Cravataex.......

Buying or Selling is everyone's own discreet decision....