Sunday, May 31, 2009

MAYTAS INFRA: HIGH RISK- HIGH RETURN



Hello Mr Kaushik,
I want to know how good will it b for us to invest in maytas at this point of time.
Congress have come into power and there is a huge stake of AP's Cheif miniters son in Maytas(I have heard this from somebody... may not be true).
So is it wise to invest a good amount in maytas at this time.
thanks and regards,
Charlie chugh ( ask by e mail)

1. Many government projects related to irrigation as well as oil, power, building, etc in states like Andhra Pradesh, Maharashtra, Jammu and Kashmir have been awarded to the maytas infra ltd.
2. Maytas Infra ltd has asked the government not to withdraw the projects, which was awarded to it
3. Maytas Infra has written to the Corporate Affairs Ministry urging for government agencies' support that have allotted various projects to it.

4. The Company Law Board (CLB) has passed an order on Maytas Infra to allow widely held representation of the government representatives on the board. However, CLB has directed four government candidates to position on the Maytas Infra board. Besides, one among these four directors will be the Chairman of the board.
5. The CLB has said the Maytas Infra board cannot go by any decisions nor meet without at least two government nominees.
6. It is to mention that in March 2008, junior Reddy (YS jagan mohan reddy) had launched a daily newspaper with its 23 editions.
7.The whispers say that CM's son media company, Jagathi Publications (P) Ltd was funded by many corporate houses like India Cements, the Lanco group, Aurobindo Pharma, Matrix Laboratories, Karvy, Pioneer Infrastructure and Tanla Solutions Ltd etc including maytas infra.
8. P/E of maytas infra is 4.5 and book value is 110 and company traded near about 77 so we think if you should invest this company in next few year you make a decent return (please remember in view of satyam fraud this investment may be risky so please read disclaimer before investing and analyzing your risk profile and as per your risk capacity you may follow a strict stop loss of 57)

Friday, May 29, 2009

BEST PICK FOR SMALL INVESTMENT START FROM 5000

hello sir.my name is satya.am a student and am learning about stock markets.i want to invest in equities upto 5000rupees.please suggest me which shares will be good to invest..thank you.

Respected satya ji
You have very small money to invest in market but I suggest you two main shares to invest for a long-term horizon. And I describe why I suggest you these picks.
A. punj Lloyd is mini Larsen and turbo:-
1- Satya ji if you invest your money in punj Lloyd in current market price you get 25 share of punj Lloyd
2- Punj Lloyd EPS is 10.50 and it traded at P/E of 18
3-In top 225 global contractor’s punj Lloyd rank is 107
4-we think - Punj Lloyd grow minimum 9-10 percent in next 5-7 year and remember it share price grow at least 25-30 per year because market react 3 times on a good or bad fundamental
5-our estimate for next 5-7 year price of this company share is minimum 1250 ( it may be wrong like other analyst please read disclaimer before investing and I personally hold 31 share of punj Lloyd so my personal interest also related with this company . please read this article on this view).

6- There are order backlogs of more than 20000 crore at 18 may 2009 in - Punj Lloyd.
B. delivery base nifty: -

most of investor does not know that they invest in nifty like any other share on delivery base. Yes NIFBEE is nifty benchmark exchange traded fund and trade on NSE like other share it unit price is 1/10 of nifty so you can buy 10 unit of NIFBEE for a long term and get advantage of nifty 50 share in such a small money

Sunday, May 3, 2009

NAGARJUNA FERTILIZER:NOT FUNDAMENTAL SOUND


Sir, I have Nagarfert - 6800 shres at 38/share.
Please tell me its growth for the next 1 year and in few months.-asked by shanker marimuthu by e-mail


1- Nagarjuna fertilizer EPS is only 0.52 paisa
2- Book value of nagarjuna fertilizer is 20.30
3- Nagarjuna fertilizer current market price is 21
4- Nagarjuna fertilizer not to give dividend in last 5 year.
5- Nagarjuna fertilizer promoter holds only 32.49 percent stake and general public hold 41.63 percent stake.
6- So nagarjuna fertilizer is not a fundamental sound stock.
7. Shift your stock to national fertilizer because EPS of national fertilizer is 2.21
8-book value of national fertilizer is 28.69and it give dividend per year in last 5 year
9- National fertilizer is a government company government holds 97 percent stake in national fertilizer when BJP came in government a disinvestment of government companies occurs then you see very high level of such type of company
10-- National fertilizer current price is 41 so wait for some time when national fertilizer is come below 36 then buy it.

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