Wednesday, February 28, 2018
Uniinfo Telecom IPO
Business Description - Uniinfo Telecom Services operates in the telecom
industry with players ranging from telecom equipment manufacturers (OEM’s) to
telecom operators. The company offers support services and solutions to address
the Network Life Cycle requirements of Telecom industry. Over the years, it has
successfully implemented various projects. Uniinfo Telecom Services’ portfolio
includes Network Survey and Planning, Installation and Commissioning, Network
Testing and Optimization, In Building Solutions and WiFi and Managed Services
for network maintenance. Its strong technical background enables it to
effectively carry out end-to-end services thereby covering the entire Network
Roll out map.
Promoters– Kishore Bhuradia, Pranay Parwal, Anil Kumar Jain
Subscription Dates: 5 - 7 March 2018
IPO Price band: INR55 per share
Financials &
Valuations : https://pkamc-my.sharepoint.com/:x:/g/personal/niftynext_myoffice365_site/ESBxKfCF-HdPsKp6hN2fRMIBD9uaeY6gbrJPxSTNEtEfUA?e=dfTOsQ
Tuesday, February 27, 2018
H.G Infra Engineering Ltd.-IPO
About the Company : H.G Infra Engineering Ltd.is
pre-dominantly engaged in the engineering, procurement and construction (EPC)
services of road projects. Currently, more than 90% of the business is coming
from Maharashtra and Rajasthan. The company's order book has grown at a
phenomenal pace of 114% compounded annual growth rate (CAGR) from FY15 to FY17.
With a track record of delivering projects on, the company has received bonuses
for early execution of projects.Financials : Its revenue and bottomline has grown
at a CAGR of 34.3% and 37% respectively from FY13 to FY17. The return ratio's
too have been far better as compared to the peers. The return on equity (RoE)
and return on capital employed (RoCE) has averaged 19.6% and 40% respectively
in the preceding four years.The debt equity ratio at 0.9 in FY17 is in
check and is set to go down as the company will pre-pay the loans from the IPO
proceeds. This can lower the finance cost too in future.
Sun shine in Road Sector: It is expected that investment in road projects to double to Rs 10.70 trillion over next five years & the share of EPC projects to widen.The Government's focus on improving infrastructure in India, the roads and highways infrastructure sector has high potential for growth and the company's experience and track record in the construction business provides them with a competitive advantage in pursuing future opportunities.
Considering the Financials Strength of H.G Infra Engineering Ltd.’s Balance Sheet ie. ROE, ROCE & Debt to Equity Ration, we may Subscribe the IPO.
Sun shine in Road Sector: It is expected that investment in road projects to double to Rs 10.70 trillion over next five years & the share of EPC projects to widen.The Government's focus on improving infrastructure in India, the roads and highways infrastructure sector has high potential for growth and the company's experience and track record in the construction business provides them with a competitive advantage in pursuing future opportunities.
Considering the Financials Strength of H.G Infra Engineering Ltd.’s Balance Sheet ie. ROE, ROCE & Debt to Equity Ration, we may Subscribe the IPO.
Financials : https://pkamc-my.sharepoint.com/:x:/g/personal/niftynext_myoffice365_site/Ef23LXlx7q9OjnemqHkBgusBZhg1DhJ3Qvh3ob08F_yKOg?e=Kp2Vns
Nifty Next : Nifty Future Trading Range on Tuesday 27.02.2018
Nifty-F closes
at ₹ 10600.50
with a Gain of +0.9% on 26.02.2018 with formation of a Green
Candle. We are expecting that Nifty-Future will trade with Flattish note within the Range of
10601-10641. We have Nifty Mid-Term
Support/ Resistance at 9500/11700 for the next 6 months.
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Monday, February 26, 2018
Indian Economy Forecast & Sector Specific Trigger
1.During the period 2018-2022, There will be a
Decline in the Coal Import.
2.We will see Huge activity in Export/Import of
Chemicals & Automotive/Ancillaries in 2018-2022.
3.Iron Ore Production & its import will
increase in 2018-2022.
Getbhavcopy version 2.1.11a Released
Getbhavcopy can download
daily and historical EOD data for Equities, Indices and Futures. The downloaded
data is exported in a format that can be easily imported by leading technical
analysis softwares like Metastock, Amibroker and Fcharts.
Link: https://github.com/hemenkapadia/getbhavcopy/releases/tag/2.1.11a
Getbhavcopy can download
daily and historical EOD data for Equities, Indices and Futures. The downloaded
data is exported in a format that can be easily imported by leading technical
analysis softwares like Metastock, Amibroker and Fcharts.
Link: https://github.com/hemenkapadia/getbhavcopy/releases/tag/2.1.11a
Sunday, February 25, 2018
Pesticide Management Bill-2017 & Sector Outlook
The Centre has
released a new draft Pesticide Management Bill 2017 to replace an almost 50-year old legislation governing
the plant chemicals sector. Main points are as below:
11.pesticide inspectors should also be held
responsible for growth and approval of spurious pesticide, which the new draft
hasn’t incorporated.
2.data protection be extended to five years and
data submitted with application to not be reused by another applicant for three
years, which the current draft does not have.
3. every pesticide sold to a farmer, producer,
stockist, distributor, retailer or pest control operator, as the case may be,
shall disclose the expected performance, efficacy or safety of such pesticide
under given conditions.
4.And, if the pesticide fails to provide the
expected performance or causes any harm to human or animal health or damage to
the environment by use of that pesticide, then, the farmer or the affected
person may claim compensation from the manufacturer or distributor or stockist
or retailer or pest control operator, as the case may be, under the provisions
of the Consumer Protection Act.
All these mesarures will adversely affect the
Pesticides companies.
Resources of this article : Business Standard
Thursday, February 22, 2018
Tractor Sales Growth to Moderate in FY19
Central Statistics Office’s (CSO) advance estimates suggest gross value added of ‘agriculture, forestry and fishing’ would fall to 2.1% in FY18 (FY17: 4.9%), primarily due to the uneven spread of rainfall leading to lower kharif and rabi crop yield and affecting farmers’ cash generation. Higher delinquencies for tractor loans also show the continued stress in the agricultural sector. As around 45% of the total tractor sales are financed through organised channels, loan delinquency rightly represents the average credit profile of a farmer; which might worsen in case of inadequate monsoons in FY-2019, thus impacting the additional demand for tractors.
Wednesday, February 21, 2018
Textile Sector ( Export Based ) : Underpeformer
Textile Sector ( Export Based ) will not perform in the 2018-2021. Avoid these. There is shifting from Malls to e-marts in foreign countries with lesser profit margin.PAT will see ~3/4% down slide.
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Why I have been advocating in past for Nifty Target ~9450
In various social network , I was advocating for Nifty to fall & touch the realistic level of ~9450. Here below ( Link shared ), to find an article with similar work-out on why Nifty at 9400.
LINK: http://www.business-standard.com/article/opinion/nifty-unlikely-to-deliver-positive-returns-for-two-years-118022100009_1.html
LINK: http://www.business-standard.com/article/opinion/nifty-unlikely-to-deliver-positive-returns-for-two-years-118022100009_1.html
Tuesday, February 20, 2018
Dhampur Sugar Mills Ltd ( DHAMPURSUG )-A MultiBagger, Buy/Sell/Hold, Growth Prospects and Recommendation, News and Results, Target Price and Analysis, Views and Outlook, Hot Stocks/Picks
DHAMPURSUG closes at ₹ 208.75 with a Gain of + 1.70 %
% on 20-Feb-2018 with formation
of a Green Candle on Daily
Price Chart. Technically, DHAMPURSUG has
entering into a Long Term Bullish Trend. Major Momentum Indicators
are showing Strength on Daily Price Chart. Our NNI index has
also turned Positive.
We may
BUY / Accumulate DHAMPURSUG at CMP
Target
: ₹ 240-270
Stop:
Loss : ₹197
Time
Frame: 1-4 Months
Financials
: https://www.screener.in/company/DHAMPURSUG
Disclaimer : We are / may going to take
exposure shortly.
Monday, February 19, 2018
Rail Transportation : Remote monitoring & diagnostics capability
As We belong to the Equity Investment community & finding a new theme to invest in the new area is always a Yoooo....
Below we are sharing the Youtube link to see how the India Railways is changing the way of Rail Transportation & definatley we will find some gems.
https://www.youtube.com/watch?time_continue=124&v=1Pt0UzCSV44
2. https://chat.whatsapp.com/DZKa9EpkyTF5bpvGwNvzeK ( Premium )
Below we are sharing the Youtube link to see how the India Railways is changing the way of Rail Transportation & definatley we will find some gems.
https://www.youtube.com/watch?time_continue=124&v=1Pt0UzCSV44
2. https://chat.whatsapp.com/DZKa9EpkyTF5bpvGwNvzeK ( Premium )
Sunday, February 18, 2018
FII Investment Data : Sectorwise Investment 15-31 Jan 2018
FII are now Selling in the Indian Equity market. We are uploading the FII Investment Data ( Sectorwise ) from 15-31 Jan 2018.
Link : https://pkamc-my.sharepoint.com/:x:/g/personal/niftynext_myoffice365_site/ETWiyydFae1NjQnLO8xL51EB95DwsDeW9L8Fl9F-zdit_g?e=AjynDj
2. https://chat.whatsapp.com/DZKa9EpkyTF5bpvGwNvzeK ( Premium )
Link : https://pkamc-my.sharepoint.com/:x:/g/personal/niftynext_myoffice365_site/ETWiyydFae1NjQnLO8xL51EB95DwsDeW9L8Fl9F-zdit_g?e=AjynDj
2. https://chat.whatsapp.com/DZKa9EpkyTF5bpvGwNvzeK ( Premium )
Siemens Ltd ( SIEMENS )-A MultiBagger, Buy/Sell/Hold, Growth Prospects and Recommendation, News and Results, Target Price and Analysis, Views and Outlook, Hot Stocks/Picks
SIEMENS closes at ₹ 1267.60 with a Gain of + 0.7 % on 16-Feb-2018 with formation of a Green Candle on Daily Price Chart. Technically, SIEMENS has entering into a Long Term Bullish Trend. Major Momentum Indicators are showing Strength on Daily Price Chart. Our NNI index has also turned Positive.
We may
Target
: ₹ 1750-2000
Stop:
Loss : ₹Nil ( Accumulation Basis )
Time
Frame: 6-12 Months
Investment Theme : It’s a leading player in providing
solutions to companies for Automation / digitalization. It will be benefited
from the Digitalisation / Automation of the Indian TEA Industry.
Disclaimer : We are / may going to take
exposure shortly.
Friday, February 16, 2018
Tata Steel Rights Issue & Valuations
Tata Steel has fixed February 1,2018 as the record date
for the right issue and the issue will be open until February 28,2018. The issue comprises
15,53,94,550 crore fully paid-up ordinary shares not exceeding Rs 8,000 crore
at Rs 510 per scrip, and up to 7,76,97,280 crore partly paid-up ordinary shares
not exceeding Rs 4,800 crore at Rs 615.
Fund Application : Tata steel has an
expansion plan with capex of Rs 235 bn over four years, which it can fund with
existing cash flows, a rights issue and some debt. As many distressed steel
assets that are up for sale, it may also bid for it. If it doesn't bid, it may
see its domestic or global rivals gobble them up and grow their share in the
Indian market. With an improved outlook for steel has helped Tata Steel's
performance improvement , But an aggressive bid to grow inorganically could
again land the company in balance sheet troubles..
Valuations : At the current price of Rs 688, Tata Steel is fairly priced at 1.25 times of estimated FY20 book value. So, If you do not own the stock consider buying it only at lower levels.
Valuations : At the current price of Rs 688, Tata Steel is fairly priced at 1.25 times of estimated FY20 book value. So, If you do not own the stock consider buying it only at lower levels.
At the offer
price of Rs 510 for the fully paid shares, the stock offers CAGR of over 15%
per annum over next 2 to 3 years. So, if you are eligible to participate in the rights
issue to apply for the fully paid up shares.
At the offer price of Rs 615 for the partly paid shares, the compounded returns are not attractive even over a period of 2 to 3 years. Hence it is better to avoid this offering.
At the offer price of Rs 615 for the partly paid shares, the compounded returns are not attractive even over a period of 2 to 3 years. Hence it is better to avoid this offering.
Thursday, February 15, 2018
Wednesday, February 14, 2018
Safari Industries (India) Ltd (523025)-A MultiBagger, Buy/Sell/Hold, Growth Prospects and Recommendation, News and Results, Target Price and Analysis, Views and Outlook, Hot Stocks/Picks
Safari Industries (India) Ltd closes at ₹ 535.00 with a Fall of -3.70 % % on 14-Feb-2018 with formation of a Bearish Engulfing Candle on Daily Price Chart. Technically, Safari Industries (India) Ltd has entering into a Long Term Bullish Trend. Major Momentum Indicators are showing Strength on Daily Price Chart. Our NNI index has also turned Positive.
We may BUY
Target
: ₹ 75-800
Stop:
Loss : ₹475
Time
Frame: 6-12 Months
Financials
: https://www.screener.in/company/523025/
Disclaimer : We are / may going to take
exposure shortly.
Join Us
at WhatsApp: 1 . https://chat.whatsapp.com/BkfsuTmAwUnBnKY1yh3nWE (
Free )
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