Friday, January 29, 2010

GVK Power and infrastructure Ltd.


Please post your views about buy on GVK Power . Is it right time to invest in this stock.
SP Sharma, Jaipur-ask by shri S P Sharma jaipur by mail


GENERAL FEATURE AND HISTORY OF THE COMPANEY: -
1-
this company is in Power - Generation/Distribution and infrastructure business that is a good sign because power and infrastructure business is most attractive sector in developing countries like India it is a region that FII hold present stake in this company
2- if you want to visit company website then go to www.gvk.com


3-The Company was incorporated on December 2, 1994 as Jegurupadu Operating & Maintenance Company, a private company with unlimited liability,
Subsequently, this Company was converted from a private limited company to a public limited company on May 19, 2005 and the name was changed to Jegurupadu Operating & Maintenance Company Limited. Thereafter, the name of the Company was changed to GVK Power & Infrastructure Limited on July 13, 2005.
4-GPL was originally incorporated by Satyam Constructions Private Limited (name subsequently changed to Maytas Infra Private Limited) in 1996. Subsequently, IJM Corporation Berhard (Malayasia) joined as strategic equity partner. In 2000 NCC Power Corporation Limited, another IPP based in Andhra Pradesh, merged with Gautami Power Private Limited through a Scheme of Amalgamation. Because of the merger, the shareholders of GPL were Maytas Infra Private Limited along with their affiliates, IJM Corporation Berhard (Malayasia) through its subsidiary and NCC Power Corporation Limited. In July 2003, the Promoters through GVK Energy Holdings Private Limited (originally GVK Power Private Limited) took over the Company as a strategic equity partner and assumed the responsibility of implementing the power project and also contributed to the equity of the project, and executed an agreement in July 2003. Currently, equity contribution to the extent of 38.38% to the paid up equity of GPL has been made by GVKPIL, which is proposed to be increased to 51% through the infusion of part of the IPO proceeds. The other equity share holdings of Maytas, IJM and NCC are 17.71%, 25.09% and 18.82%,
Caution: - company history is related to satyam or maytas infra and before this IPO company has only 35000 share of 10 face value and company give 790 rupees per share dividend in year 2004 before IPO we think all the cash is distributed before IPO

CAPITAL STRACTURE OF COMPANEY:· In year 2004 company has only 35000 share of 10 rupees face value that is increase in year 2007 and total number of share is now 1405848900 of 1 rupees face value increasing of share is not good for investors because there profit is dilute for example if you are 2 member in home and your income is 5000 then you spend on per member 2500 but if member of family is increase and now they go to 10 member then only 500 is spend on per member
EARNING PER SHARE PROFIT LOAN ETC.:-
year 2008-09 EPS of this share is 0.15 paise only means one share of company is earn 0.15 rupees · . However, book value of share is 12.22 per share and a no debt on per share a cash surplus is 11.22 per share(but company history with satyam or maytas infra a question mark on book value or free reserves. Please remember the face value of unite share is rs. 1 only) so current market value 45 is very over price for this share·

PRICE DATA OF GVK POWER SHARE SINCE 2006: -· 1-In 2006 GVK POWERR make a year high of 400 and low is 130.55 but this price is not comparable with current price because this price is before spilt adjustment so if we adjust the spilt the price of current 1 rupees face value share in 2006 is high 67.34 rupees and low is 21.97 rupees·

2-in 2007 after adjustment year high 257 and low 46.63·

3-in 2008 year high 874 and low 10.30

PROMOTAR HOLDING: - promoters holding is more then 60 percent AND FII holding 23 percent is a good factor because if in a company promoters hold more then 50 percent is a good sign for company.

OUR ADVICE (FOR EDUCATIONAL PURPOSE READ DISCLAIMER); - we advice our reader that theycan not invest in this company. If they already invested and make profit then book part profit and if they making loss then hold and wait next bull cycle. However, take a cautious view on company corporate governance.
key words :- buy sell hold gvk power infra recomandations intra day call free

Tuesday, January 26, 2010

MULTI BAGGER STORY OF MIC ELECTRONICS



Dear reader market creates some story for speculation. In these days story of MIC electronics is very popular in some investors so let us we discuss about it.
MIC electronics is a 2 rupees face value share with book value of 28.80 it year high is 59.90 and year low is 14.35
Rumor about MIC electronics that it is an energy-saving technology company.
Some broker say that it share price could potentially triple within the next 4 – 5 years.
It makes an energy-efficient light source (LED) that reduces electricity usage by 40% to 90% depending on size and model.
MIC electronics is the only company in India to have design-to-manufacture capability for making LED display solutions. This means it has virtually no competition to worry about.
Indian Railways is soon expected to float tenders for replacing all of its current displays and lighting with LED-based technology, which could mean a huge potential increase in orders and revenues for Company.
Promoter holding of MIC electronics is 32.63 percent with 74.12 percent pledged share. FII hold 9.92 percent stake in this company.
currently we did not buy any share of MIC electronics but believe that such type of rumors make this share hot in short term so one could buy it every decline in hope of multibagger return.

KEY WORDS:- multibagger bagger penny stocks shares buy sell hold mic electronics technology target.

Saturday, January 16, 2010

WHY VALUATION OF NHPC LOW.


1.An analysts on TV say about NHPC that “this is a share of 300 rupees valuation, and also say “share market is funny that it give NTPC a valuation of 215 and NHPC only 30 I hear this advice many time by this analysts so I give you the reason of NHPC low valuation
2.NHPC total number of share is 12,300,742,773.
3.NTPC total number of shares is 8,245,464,400.
4.so NHPC have 4055278373 more share then NTPC .
5.when total number of share is high then it diluted the EPS of share this is the reason of NHPC low EPS only 0.98 per share in half year and in same period EPS of NTPC is 6.79 rupees per share so EPS of NTPC is 7 time higher than NHPC so price of NTPC is also 7 time higher than NHPC.
6.so remember this concept that “ market is always right no analysts is greater then market (included me).” And try to understand the reason of pricing of a share.

Key words:- buy hold nhpc ntpc advice sell

Friday, January 15, 2010

AVOID SUGAR SECTORE NOW


Sugar make his new highs everyday and I think it is the time to get out from sugar sectors because these sectors are cyclic.
when down fall in sugar price is come and government try to control sugar price all of your sugar stocks beaten down.
I WONDER THAT ONE MOST POPULAR BROKER RECOMANDED BAJAJ HINDUSTHAN ON THE BASE OF RESULET.
Please try to understand this quarter result of sugar sector good due to high price of sugar but when government heartily try to control sugar price no one like sugar shares for 2-5 year. so my current holding in sugar sector is zero and I enter these stocks when no one like sugar shares and government control sugar price.


KEY WORD :- sugar sectore target tips on sugar bajaj sectores hindusthan share buy hold sell intraday sugar shareTHIS IS MY VIEW ONLY NOT AN ADVICE SO PLEASE READ DISCLAIMER BEFORE TAKE ANY ACTION

Sunday, January 10, 2010

sharegenius volume 3

Respected readers,
Market is again in bull phase and many insurance companies launch his new unit base plans. So we warn our readers that they act carefully to invest in insurance companies unit base plan please read my former article that insurance is not an investment on following link
http://sharegenius.blogspot.com/2009/02/blog-post_16.html
I will be invited your comments on this issue
Mahesh chander kaushik


-: question answer segment:-
ARVIND LTD (ask by shri vijay from Bangalore) shri vijay ask me that “Referring to your blog
http://sharegenius.blogspot.com/2009/09/arvind-ltd-my-fancy-share.html
Arvind Limited too is my fancy share. I have put a sizeable investment of mine in this stock through Apr-Jun 2009. Wanted to know your view as of Jan 2010. Also how do you value their real estate interest and when do you think they will start unlocking the value.”
Vijay ji I think in 2011-12 arvind ltd is a good performing share and start unlocking the value and in Jan 2010 I think arvind may touch 68 before budget and after budged rally ma depend on budged effect on textile sectors. (Discloser: - I hold 1303 share of arvind so my personal interest is included in this share)


JINDAL SAW( ask by shri GOKUL ji):-shri gokul ji ask that why jindal saw is trading below book value . Gokul ji book value of jindal saw is 81.26 and it traded on 190.95 so this share is not traded below it book value . Jindal saw is a 2 rupees face value share with 46.44 percent promoter holding and before spilt it sept 09 EPS is 27.58 so I think jindal saw it not a value buying in current price.


CALS REFINARY TARGET( ask by shri itefreak ji) Mr. itfreak ji ask that “Could you pls let me know about the future of cals,do you know that state govt is the guarantor to the loan and also they will achieve PCPIR status by 2015-2016,commercial production is going to start in DEC 2011,last year in 2008 of just FC rumors stock rose to 128 from 0.70 paisa and it happened in just 8 mths,if FC happened will the history repeat?”
Sorry itefreak sir I do not new about this news and not believe above points . Please sent me web link for above stories so I check authenticity of above news and if above news is authentic I will be publish it in m next issue.

Fortis heathcare ( ask by shri Robert joseph ji):- fortis healthcare is a good share in good sector . book value of fortis healthcare is 56.26 and traded at 2.2 time of book value so for a new investment wait for cool down market rally and invest in range of 75-100 is a good value buying promoter holding in fortis is 68.45 percent and consolidate network to 45 hospitals with 6600 bads read full story at following link


http://www.bseindia.com/xml-data/corpfiling/announcement/Fortis_Healthcare_Ltd_301209.pdf

Videocon industries ( ask by shri Robert joseph ji):- this is an Indian multinational investor friendly company give continue dividend in last 4 -5 years. Videocon industries is a value buying traded below it book value . Book value of videocon is 312.76 and available at 250.25. This is a 10 rupees face value share with 69.01 percent promoters holding and 4.57 percent FII holding so fundamentally sound share for long term investment

Crans software ( ask by satya ji):-crans software is a 2 rupees face value share and EPS of sept 2009 quarter is only 0.41 book value is 53.70 so I do not like crans software due to great earnings falls in sept 2009 and think that this is the end of a speculation rally and share may enter in a long term rest zone.
-: Record date segment:-

1.Balarampur chini declare 14-1-2010 to 29-01-2010 his book closer for 300 percent dividend.
2. Banswara syntax declare 15-01-2010 for 15 percent interim dividend
3. Mahan industries declare 18-01-2010 for stock spilt..
4. Religare enterprises declare 18.01.2010 for right issue.
Some of our reader asks that what is the benefit of record date segment ? yes this is very beneficial if you like a share which record date is near then buy it before record date and avail benefit of coming dividend or bonus and then wait for 5-10 percent return and sell it after record date if 5-10 percent return is available.

-: bullish view segment:-

In sharegenius volume 1 , I tell my bullish view about sasken communication this share not achieve his target 220-230 so still hold it ( discloser:- I hold 10 share of sasken) but in 07-01-2010 NORTEL NETWORKS MAURITIUS LTD sell 235000 share of sasken so this is a bad news I still hold my shares .
In sharegenius volume 2 I tell that tata steel (@612)may give some short term decent return. Current price is( 650.25) many intra day trader and future trader send thanks to me for this pick .I think this is still a hold for target of 700+

Currently Satyam computer is shown great movement @108 so this is a great trading pick for next trading week.


Sent your questions and view for next addition to mckaushik00@yahoo.co.in
this is my view only not professional advice read disclaimer before take any action.

Sunday, January 3, 2010

sharegenius volume 2


Respected readers,
Thank you for your love and faith for my small service. Wish you a very happy new year 2010. My blog complete his 1 year and in this 1 year near about 19000 visitors come on my blog and my blog have 50 regular e mail subscribers through feed burner .so I give you again thanks for appreciating my work
Mahesh chander kaushik

-: question answer segment:-

Torrent power ( ask by shri Rajiv denial ji):-torrent power is a 10 rupees face value share . Book value of torrent power is 68.4 so book value of torrent power is more then r power(57.4). But remember R power is zero debt company but torrent power has debt of 3252.53 cr. And debt/equity ratio is 1.1. Promoter of torrent power pledged his 20.97 percent share against debt. So I like more reliance power due to his zero debt. And think that current price of torrent power is high (P/E=39)

6 best companies for coming 5 year :- shri vaidhin ask me that Sir, I want to invest 30000 in shares for long term(5 years). Would u plz suggest some shares. I am thinking of reliance power. Is it good to invest in single company or would u suggest some similar companies??
Vaidhin ji we discuss reliance power in last volume. I think 5 year is a very long term periods and may be many things is changed in coming 5 year but I think this is wise to divide your money in 6 block rs 5000 each and invest in these 6 companies
1. Idea cellular :- currently market is unfaouver in telecom sectors and I knew this is not a leader of telecom but generally we see that if a sectors start performing leader got just double or triple but these small 3-4 number company got much better return. I think 160 is very easy target for this.
2. R power:- as we discuss in sharegenius volume 1 click here to read my view about arvind ltd discloser- I hold 10 share of R power so my personal interest is included in this company.
3. Arvind ltd:- as you knew that arvind is my fancy stock click here to read sharegenius volume 1 discloser- I hold 1263 share of arvind ltd so my personal interest is included in this company.


4. Punj lloyed:- increasing construction and infrastructure company knew as mini L&T discloser- I hold 11 share of punj lloyed so my personal interest is included in this company.
5. Rolta India:-10 rupees face value IT share with book value of 101 with 41.97 percent promoters holding.
6. Karnataka bank:- growing private sectors bank with book value of Karnataka bank is 128.6 and share is available at attractive price.
Nagarjuna fertilizers ( ask by shri alkari nirnjan ji):-nagarjuna fertilizer is a 10 rupees face value share . Book value of nagarjuna is 21.3 . Promoter holding 35.32 percent and promoter pledged his 69.57 percent holding. Total debt on nagarjuna fertilizer is 1315 cr. So very high debt trading stock performs only in bull market last quarter EPS only 0.20 so I not like this share.
Ispat industries ( ask by shri alkari niranjn ji):- ispat industries are a 10 rupees face value share . Book value of ispat industries is -1.15 ( yes minus book value means share eat your money). Debt/equity ratio is 9.04 I never see such a high debt/equity ratio this means per share have 9.04 rupees debt. So very high debt trading stock perform only in bull market so I not like this share.

-: Record date segment:-

1.Balarampur chini declare 14-1-2010 to 29-01-2010 his book closer for 300 percent dividend.
2. Titagarh ste declare 09-01-2010 his record date for amalgamation
3. Escorts declare 10 percent dividend but record date is not declare.
4. Lancor holding declare 50 percent interim dividend but record date is not declare.
Some of our reader asks that what is the benefit of record date segment ? yes this is very beneficial if you like a share which record date is near then buy it before record date and avail benefit of coming dividend or bonus and then wait for 5-10 percent return and sell it after record date if 5-10 percent return is available.

-: bullish view segment:-

Last Sunday I tell my bullish view about sasken communication this share not achive his target 220-230 so still hold it ( discloser:- I hold 10 share of sasken)
Now I see increasing volume and trades in tata steel ( I think my reader understand that increasing volume and increasing number of trades is my base for short term bullish view I avoid fundamental in short term view ) so I think tata steel may give some short term decent retrun.

sent your questions and view for next addition to mckaushik00@yahoo.co.in

this is my view only not professional advice read disclaimer before take any action.


Matched Content

My Youtube Channel

Blog Archive

हिन्दी वेबपेज आफ महेश कौशिक डाट कोम

Google+ Followers