Monday, December 28, 2009

SHAREGENIUS VOLUME 1

Respected readers,
We change our blog pattern now we publish a weekly e- magazine “sharegenius” at every Sunday. In this magazine we included your questions and there answers. Our view, coming dividend bonus or right dates and other information about Indian share market.
Questions –answer segment

Sir, I want to knew about difference of large cap, mid cap, small cap,-ask by shri grithra gopalan ji
It is depend on market capitalization Small Cap market capital is under $1 billion Mid Cap market capital is $1 - $10 billion and Large Cap $10 billion plus.
When total number of share of a company is multiply with his market price we find market cap of company.
J P hydro power (ask by shri ashish chouhan):- jai prakash hydro power is a 10 rupees face value share. Book value of JP hydro is 23.5 and promoter holding is 63.34 percent. But this is a high debt company total debt is 741.2 cr. And promoters pledged his 94.86 percent shares against debt so I can not like this company.
RMedia world :-( ask by muktapuram jayprada ji):-reliance media world (bse code 533143 remember reliance media works is an other company we not discuss about reliance media works) Face value of this share is 5 rupees and book value is 7.27 only. So current price is 12 time high compare to book value. I think this is an end of speculation run so I think it is good to get out from this share as soon as possible but this is my personal view read disclaimer before take any action.

Marg construction (ask by shri Ravi nagda) marg ltd is a 10 rupees face value share. Book value of marg ltd is 127.6 and promoter holding is 51.89 percent. But this is a high debt company total debt is 373.7 cr. And promoters pledged his 38.82 percent shares against debt so I can not like this company.


Grasim (ask by kiran vincy) gracim industries is a 10 rupees face value share. Book value of gracim is 1033.5 and promoter holding is 73.5 percent. This is a good fundamental company and we like this company but current price is high so systematic investment on every fall for long term is good policy


Silverline (ask by kiran vincy):- this is a former fancy speculative share of market. Fundamental of this share is not good promoter hold only 0.01 percent and 99.99 percent share hold by general public like you and me. This share is in rest period. so if you hold these share wait for next speculative bull run but your wait may long as 2-3 year ( discloser:- I hold 100 share of silverline industries)

15 year investment plan for girl child: -
shri Rajesh Sharma ask me that he have twin girl child and he want to invest 60000 for there future.
Rajesh ji equity is always risky so please do not invest your girl child future capital in equity. I give you example suppose after 10 year something is wrong happen in Indian politics and market crash badly for next 5-7 year. In this situation you got nothing from equity.


So I suggest you 2 PPF account in name of your twin Childs in PPF you got 8 percent sure return and income tax rebate on contribution also. I think PPF is best plan for your girl child future.
I have 2 girl child also and I already open there PPF account and only my spare money which I am able to lost invest in market.

IN mutual fund, direct equity or ETF which is best:-(ask by shravan kumar)- respected kumar ji this is sure that ETF is best ETF means nifty BEE. Because in mutual fund you pay fund management fee but in ETF you pay only brokerage and nifty BEE hold 50 top Indian company and in nifty specialist automatic change companies. And in nifty historically 15 percent growth is shown but in direct equity it is not sure.

Best share in power sector (ask by shri Rajeev denial):-
I think in current situation reliance power is best for long term investment. Promoter holding of r power is 84.77 percent and book value is 57.5 and best thing is “ r power is a zero debt power company” so in coming years it is easily give you multiple retruns.

-:Record date segment :-

1. web solar energy fix 30 december 2009 for 1:1 bonus issue
2. lanco infratech fix 5 january 2010 for stock spilt from 10 repees face value to 1 rupees.
-: bullish view segment:-

In my 15 December volume I give you my three bullish view as below
Cox king buy @ 415 targets 450 (risk level high)ABG shipyard buy 190 target 220 (risk level medium)Orchid chemical buy @216 target 240 (risk level low)
In these bullish view orchid chemical achive his target (239)in 16 dec 2009 and cox king achive 450 .
Now I bullish in sasken communication I not give you target but I think this share may touch 220-240 in coming trading sessons ( I hold 10 share of sasken communication so my personal intrest is included in this share)
This analysis is my view only not a professional advice read disclaimer before take any action.
Unfortunately I am not a specialist of share market I am only an investor like you but due to regards of our regular readers demand I share some of my bullish view with you but remember these are not tips. Please check my bullish view on your criteria or consult with registered adviser before investing because I may be wrong.


SENT YOUR QUESTIONS AND SUGGESTIONS FOR NEXT VOLUME TO mckaushik00@yahoo.co.in

Saturday, December 26, 2009

INFOMEIDIA 18 GOOD FOR LONG TERM

Hi kaushik views on infomedia18 requested.
Ask by shri dhir gps
Respected dhir ji
1.infomedia 18 is a 10 rupees face value share make his year high 130.05 at 5 June 09 currently traded at 46.55 due to ex right issue.
2.Promoter holding in infomedia 18 is 43.32 percent is good and FII hold 9.22 percent share.
3.The great Indian investor jhunjhunwala family holds 7.57 percent quantity in infomedia 18 as information available at BSE site. So this is a good sign.
4.Currently this is a loss making company so when turn around happen it give you multiple return.
5.I think one can slowly accumulated these shares of infomedia 18 at every down fall for a view of 2-3 years it can give 4-5 times return.
This analysis is my view only not a professional advice read disclaimer before take any action.

Pending analysis (share queries in queue to publish this blog):- difference between small cap, mid cap or large cap, jp hydro power, Rmedia wrld, 15 year investment plan for girl child, marg construction, in mutual fund , ETF, direct equity which is best? grasim, silverline industries.
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Thursday, December 17, 2009

ALOK INDUSTRIES: VALUE BUYING


Sir,
I have shares of alok textile, firstsolution, jp hydro.
so I want your suggestion on these three stocks as for long term view 6 month to 1 year.
ashish chauhan
1. promoters shareholding in alok textile is 36.69 percent but promoter pledged his 94.50 percent holding means very poor fundamental because of high debt and highly pledged promoter shareholding.
2. Alok textile is a B group company with 10 rupees face value.
3. company net profit is increase in sept 2009 quarter but due to high equity capital EPS of share is down and remain 1.40 only in sept 2009 quarter.
4. in march 2009 company net EPS is 9.99 but currently company is increase his equity capital near about 3 times through right issue so I think EPS of current year may be down due to equity dilution.
5. Debt/equity ratio is 3.69 for alok industries.
6. Book value of alok industries is 35.47 and this is a dividend paying company.
5.Overall my view is slightly negative for this company due to high debt or huge equity capital but high book value and continue dividend paying make it value buying.
6. I think arvind ltd is better long term choice compare to alok industries. but you may also hold this share because in my view if textile is became a market fancy sector this share is give you a multiple return
Discloser: _ I hold 1263 share of arvind ltd so my personal interest is in textile sector or arvind ltd.
This analysis is my view only not a professional advice read disclaimer before take any action.
Pending analysis (share queries in queue to publish this blog):- infomedia18 difference between small cap, mid cap or large cap, jp hydro power, Rmedia wrld, 15 year investment plan for girl child, marg construction, in mutual fund , ETF, direct equity which is best?

Want to add your share in queue for analysis? - mail your complete question to mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Tuesday, December 15, 2009

INFORMATION ABOUT INDICES


Respected sir
Please tell me about BSE 100 BSE 200 sensex dollex bankex etc.
ask by shri Girithara gopalan.G
Respected gopalan ji
I give you a bse site link to download complete constituents of various indices component with free flot percentage
click here to download BSE indices constituents
after download this exel file in the bottem of file you see various sheets for various indices.
Pending analysis (share queries in queue to publish this blog):- alok textile, infomedia18 difference between small cap, mid cap or large cap, jp hydro power, Rmedia wrld, 15 year investment plan for girl child
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

SOME SHORT TERM BULLISH SHARES VIEW

Some of my reader complain me that why I not give direct share tips for him. Unfortunately I am not a specialist of share market I am only an investor like you but due to regards of our regular readers demand I share some of my bullish view with you but remember these are not tips. Please check my bullish view on your criteria or consult with registered adviser before investing because I may be wrong.
Cox king buy @ 415 targets 450 (risk level high)
ABG shipyard buy 190 target 220 (risk level medium)
Orchid chemical buy @216 target 240 (risk level low)
I think these share are in bullish trends and may achieve target in 1-30 days please put your affordable or comfort stop loss.
This analysis is my view only not a professional advice read disclaimer before take any action.
Pending analysis (share queries in queue to publish this blog):-
information about various index like benkex etc., alok textile, infomedia18 difference between small cap, mid cap or large cap, jp hydro power, Rmedia wrld, 15 year investment plan for girl child
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Saturday, December 12, 2009

DECCAN GOLD MINES LTD : PRICE FOR FUTURE EXPECTATIONS


What’s your opinion and how do you value the Deccan gold mines ltd stock in the long term? Ask by shri jignesh shah
1.Deccan gold mines ltd net sells is 0 in first half year of 2009-10 I think price of share is pure future expectations and rumor basis.
2.DGML is first private sector gold exploration listed company in India but financially company is not doing better.
3.Promoters holding in Deccan gold mines ltd are 50 percent and all of promoters are foreign promoters.
4.Face value of deccan gold mines ltd share is rs 1 only and generally I not like 1 rupees face value share
5.DGML share is not a value buying because book value of Deccan gold mines ltd share is 2.51 so current prices is 15 time high compare to book value.
6.deccan gold mines ltd is a loss making company
7.overall I not like this company as a value buying or long term investment
This analysis is my view only not a professional advice read disclaimer before take any action.
Pending analysis (share queries in queue to publish this blog):- sanraa media, information about various index like benkex etc., alok textile, infomedia18 difference between small cap, mid cap or large cap, jp hydro power
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Thursday, December 10, 2009

FIRST SOURCE SOLUTIONS TRADING MOVE ABOVE 34 EXPECTED

sir,
i have shares of firstsolution
so i want your suggestion on this stock as for long term view 6 month to 1 year.
ask by shri ashish chauhan

1. Icici bank is promoters of first source solutions limited and icici bank hold 24.77 percent stake in FSL ltd. The promoters holding is quite low than normal.
2. But 45.88 percent share of FSL hold by foreign corporate bodies name Aranda Investments Mauritius Pte Ltd, Metavante Investments Mautitius Ltd and Seacrest Investment Ltd so I think this is a good sign for a trading run in upcoming bull market.
3. Fsl have net profit of 382.87 million in June 09and 292.44 in sept 09 in first half year EPS of company is 1.57 means good if we compare last year EPS of 2.02.

4. First source debt/equity ratio on March 09 is 1.42 normal debt company.
5. this company share IPO price is 64 so I expected that if a speculation made in FSL share go for more then 64 and I think near about 80 is some resistance.
6. rumors also say that company plan to listed his share in international markets.

7.EPS (TTM) of FSL is 2.02 and P/E is 18.19 Book Value of this share is 22.02 overall my view is possitive for 1 year.

This analysis is my view only not a professional advice read disclaimer before take any action.

Pending analysis (share queries in queue to publish this blog):- Deccan gold mines. information about various index like benkex etc, alok textile, difference between small cap, mid cap or large cap, jp hydro power.
Want to add your share in queue for analysis? - mail your complete question to mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Tuesday, December 8, 2009

PRAJ INDUSTRIES: GOOD BUT NOT A VALUE BUYING


What’s your opinion and how do you value the Praj industries stock in the long term? ask by shri jignesh shah
1.praj industries is a Construction & Engineering company.
2.Promoters holding in praj industries are 22.91 percent and FII hold 8.73 percent mutual funs hold 11 percent so this situation is good such type share lead in both situation (market fall and rally) means high beta stocks.
3. Rakesh Jhunjhunwala hold 11,678,624 share of praj industries company as per information on BSE site and Rekha Jhunjhunwala hold 4,048,000 share in praj industries so this is a good sign for investing in this company because mr. jhunjhunwala known as Indian warren buffet.
4. Debt/equity ratio in praj industries (PRAJ INDUSTRIES) is 0.03 means LOW debt company.
5.Face value of praj industries is rs 2 and this share belong to BSE group A shares.
6.but share is not a value buying because book value of PRAJ INDUSTRIES share is 24.05 so current price is 4 time high compare to book value.
7.P/E of praj industries is 12.54
8.overall I think company is good for long term investment but due to 4 time price/book value ratio it is better to wait for a entry in range of 40-60.
This analysis is my view only not a professional advice read disclaimer before take any action.
Pending analysis (share queries in queue to publish this blog):-
Deccan gold mines. How to trade in option (call or put), information about various index like benkex etc., difference between small cap, mid cap or large cap, alok textile, jp hydro power, first source solution.
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

Sunday, December 6, 2009

AUSTRAL COKE AND PROJECTS LTD (ACPL): HIGH RISK HIGH RETRUN


Kindly suggest if I should buy XL Telecom and Austral Projects at current levels please. I am not sure about fundamentals of this company.
XL Telecom -- CMP @ 29 ( Continuously hitting lower circuits )
Austral coke and Projects - CMP @ 10 (Continuously hitting lower circuits ) -ASK BY SHRI KUMAR VINAY JI

1.Promoters holding in austral coke are 65.91 percent is good.
2.Debt/equity ratio in austral coke (ACPL) is 0.67 means normal debt company.
Face value of austral coke is rs 1 only so not think that current price 8.65 is below face value.
3.but share is not bad (generally I not like 1 rupees face value share ) because book value of ACPL share is 11.5
4.Austral coke manufacturing low ash metallurgical coke and refractory.This company have also textile trading business and rental business of earth moving and construction machinery so good diversifications.
5.Current capacity of ACPL is 375000 mt per year.
6.Pricing of LAM coke is also upward and china stops his coke export so company share is good for long term.
7.austral coke is banned by sebi for rising further fund due to income tax ofr other financial fraud news for company is a great negative point
8.ACPL is recently cool down after a speculation rally due to above sebi ban so rest period for next bull run in austral coke and projects is may be 3-5 year or may be dilisted also

9.so only high risk profile investore who able to lost his money is play in this share for a forgetting period of minimum 3 year. But high risk give always high retrun.


click here to read my former article about XL telecome

This analysis is my view only not a professional advice read disclaimer before take any action.
Pending analysis (share queries in queue to publish this blog):- praj industries, Deccan gold mines.
Want to add your share in queue for analysis? - mail your complete question to
mckaushik00@yahoo.co.in we also welcome your suggestion about increase quality of this blog.

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