UTV Softwares Communications....a leader in media..

Hi Friends,

UTV Software communications is my all time favorite... i think it can lead media in nxt bull run...

this stock has gone to sub 900 levels earlier.. and then it went down to 200 levels... Now it is again at 450 levels...

Still 10 Paid up share... Promoted by Ronnie Screwala...

It is a Mumbai based company, initially it was having focus only on film production and distribution but now it is coming in a big way into television content, Gaming, Broadcasting and Animations... It is Diversified in a big way and does not depend on any one type of business...

Its Future growth trajectory made the Walt Disney to invest in this company.. Walt disney has 32% stake in this utv softwares... earlier they were having 14%.... this increase in stake shows their confidence in utv soft...

UTV Movies and UTV Bindass are its two channels which are getting good TRPs day by day

Promoters has done substantial equity expansion post the issue of shares to Disney .... I dont know guys how will you take up this.... But this equity expansion has a lot to do with future growth of utv softwares... This company is distributing its products in 32 countries... woww!! its amazing to see an media company spreading its legs to 32 countries in a short time...

They has 93,52,500 equity shares to The Walt Disney Company (Southeast Asia) Pte Ltd at a price of Rs 860.79 per share (look at the price on which walt disney has bought this share) and the subscription by Unilazer Exports and Management Consultants Ltd of 45,32,000 equity shares through 45,32,000 warrants at a price of Rs 860.79 per share...

In my views this stock is going to lead the media pack in next bull run.... Rs1000 is nowhere the target of this stock... target mat be much higher... and i am looking for split up this share once it will reach at around 100 levels....

Again i am saying .. take your own decision... do proper research on the comapny on which i writes on my blog...

i may OR may not be correct always as i am a common human being... so there are chances of any mistake from my side as well...

Regards,
Deepak

Heidelberg Cement... poised to grow..

BSE Code: 500292

Friends,

I am trying to write on such sector which is totally controlled by the government policies,,,, usually investors do not invest in cement stocks as their growth depends on the policies which are designed by government but we should not leave any chance to pick any stock which has potential in becoming the multi bagger in time to come, to whichever sector does the stock belongs to....

It is a mid-sized cement player with an installed capacity of 3 million tonnes (MT). The company’s plants are located in UP, MP, Maharashtra and Karnataka. Out of the total installed capacity, 50% is in the central region, where prices were up 15% YoY in October 2009. The company has a healthy balance sheet and cash per share of Rs 14 (one-third of CMP).....

Debt is Almost ZERO (0)

Huge Reserves of Around 338 crores... and this is a very good trigger... this may be utilized in promoting further expansion and/OR rewarding shareholders with a bonus issue....

I am writing about Heidelberg cement.. if i go by technicals still i find this stock sitting on a dirt cheap valuations keeping in mind its future growth... its PE is just 5 (industry avg=10) and eps=7.5 ... to my consensus its pe will expand to nearly 9 in coming future... but all things do not in technical way..

in fact nothing goes in technical manner... all depends on fundamentals and moreover on the hands of promoters... in the hand of some power mens who r sitting on the floors and on boards...... i would not like to name any here....

Its old name is mysore cement and heidelberg has taken over it.... They are setting up their NEW plants at Damoh (Madhya Pradesh) and at Jhansi (Uttar Pradesh) to increase cement production capacity from existing from 1.8 MTPA to 4.7 MTPA..... its almost 2.6 times.. its huge in anyway... this expansion has to unlock the value for its investors... Its promoter groups is well known for its quality management.....

In my views this stock has a potential to become a multi bagger in years to come... take your own call.........

Hi Friends,

I am back after a long while.... first of all thanks for writing me and always keeping yourself in touch with me... i think i have taken a long break,,,, i last wrote on 15 september 2009.. its more then 3 months...........

Its great to see that what i have recommended is flaring like anything.. making newer highs day by day......

KPIT Cummins... recommended at Rs 35.. now at 125...

Rajesh Exports, my old favourite has come out again and now at 85 levels....

YES BANK.. my all time favorite is at 270 levels now.. and it has long way to go from here also.... just stick to it .. never sell this GEM... SURYA PHARMA... a stock i bet upon.. This call was a PURE VURGIN call of mine.. nobody came out with a BUY call on SURYA PHARMA in those days.. recommended at sub 90 levels now making newer highs at Rs150.... still it is undervalued... lot of steam is still left in this scrip......EPS is 40 and PE is 3.. its highly undervalued... and i have seen now many analysts and brokerage firms coming out with a buy call on surya pharma....

Parekh Aluminex and Atlanta flared up after a long consolidation at 100 and 90 levels respectively.. Parekh aluminex is like a new baby... it has to grow.. just sit on it for long term...

So is the case with Lakshmi Energy and Foods... I should give any further proofs to prove my calls... its your decision... and self research is very very important before buying stocks...

I never told anybody to buy anything ... I am just writing my views about stocks..... one has to take his/her ownself decisision.. NOR i am responsible for any loss incurred in stock market to anybody....

Keep an eye on Jyoti Ltd and SRF....... they are consolidating since long in this range.. might be they can start their upward journey soon....

Aptech could be real multibagger if one has time frame of 3-4 years from now.... take your own call... read out properly every announcement in bseindia website....

Sabero Organics has almost tripled from sub 22 levels... what else anybody wants ???? I came out a BUY call on sabero organics on 15 Sep when nobody was looking at it literally... now everyone is coming out with BUY call on it....... one has to look.... in fact there is no perfect level to buy a great stock....

Regards,

Deepak

My Old Call on GOLD(Given on 12August2008)

Dear Friends,

Have a look at my old post.
http://bsensediamonds.blogspot.com/2008/08/next-inning-of-gold-rally-will-begin.html

I have given buy call on gold on 12 August 2008 when it was hovering around 12000 per 10 grams. Right now it is at 16000... calcuting it as 33% rise.. I my belief gold rally is in its nascent stage and it is making a room for itself to shoot like rocket from here. In international market gold is hovering at 1000$, and it may rise to 1300$ from here.

Many investors are thinking that gold is at all time high so we should wait, they are thinking that they can buy gold i lower prices. Friends, in my views gold is giving another chances before next spurt. Just grab this opportunity. Put some gold in your portfolio (around 15%) it also serves hedge against inflation.

Decision is yours but i will still recommend to buy gold at these levels also. YES i agree that gold may shed some points (Rs 200-300) in coming days but as festival days are coming ahead buying demand will takeover gold prices.

BUY SONA and HOLD IT.

Excel Crop care – A Multibagger in Making

Book Value= Rs 127, FY 09 EPS =25, PE=5, industry average PE=10

FY2010 EPS is expected to be around 40 , so if we consider avg PE of 8, then price should be 320Rs…..

Profits are going up and up and this company is playing into potential sector in which opportunity needs to be tapped in Indian market yet. Its into the business of agrochemicals comprising of insecticides, weedicides, fungicides, fumigants and rodenticides.

Nufam is holding 15% shares of this company.


It has a very tiny equity base of only 5 crore and reserves of 135 crores are eye popping. As reserves are almost 27 times of equity of this company so even if this company gives you bonus of 3 shares each it does not matter for them. Three bonus shares means 3*5 = 15 crores only.

This company is playing in niche area and this is my next Multibagger in making. This company also has land bank near Mumbai and value of which is more then its current market capitalization.


I will recommend buy on this scrip with a hold of couple of years to ripe decent profits..