Monday, April 2, 2018

Natural Gas Sector Updates


Recently we have seen rise in the price of liquefied natural gas (LNG) due to huge demand in China. In China, Govt is taking serious steps to reduce the level of Pollution and has come down heavily on coal gasifier and emphasising on Cleaner environment. This is not a temporary phenomena. This is a structural change & we may see rise in demand of LNG.
Back home, its effect has already strated to show in the price trend of LNG. We may increase our allocation of some LNG suppliers stocks in our portfolio.
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Persistent Systems Ltd : Valuations



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Sunday, April 1, 2018

Advanced Enzyme Technologies Ltd: Valuations & Target Price


Advanced Enzyme Technologies Ltd is now Trading at 3X valuations of its Latest Earnings Valuations ( EPV ) at the CMP 213.20. The company has good growth prospect in future. Its valuations at the last declared earnings  will be 141 at 2X of its EPV. We have factored  its earnings of FY2021 for its Price at 273 on PEG basis.

Disclaimer : We are / may going to take exposure shortly.
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