Search over 500 companies covered in the blog

Custom Search

Subscribe to any international magazine for free

For subscription

For investment ideas subscription queries you can mail me at" arunanalyst@rediffmail.com".Its all about investment ideas for the medium to long term.No intraday or trading stuff do keep that in mind.To deposit the fees you can do online fund transfer,cash deposit,cheque deposit in either of the below mentioned accounts:-

Name:Partha Pratim Mukhopadhyay, ICICI Bank, Account no:000601016473, Branch:Calcutta
Name:Arun Kumar Mukherjee, Axix/uti Bank, Account no:033010100490191, Branch:Konnagar

Friday, July 18, 2008

More insider news coming on your way:-

Top 50 hottest insider news from my "khufia" source...lolz.


1)Motilal Oswal Financial Services Ltd:The company is all set to sell its wealth management business.Already feeling the heat of an upcoming prolong bear market.

2)BASF India Ltd:The German parent of BASF India is all set to further hike its open offer price to above 350rs.Shareholders may in for a rejoice.

3)Mangalore Chemicals & Fertilizers Ltd:Mallyas are all set to exit the company in view of exiting non core businesess.Market man expct the company to fetch a valuation of over 45 rs per share.

4)Duncans Industries Ltd:The company has got real estate of over several 100 crores.Management is all set to restructure the company.

5)Singer India Ltd:The company is in advanced stage of a Jv with a retail giant and hopes to grow its turnover by a considerable percentage.

6)Coral India Finance & Housing Ltd:The company holds about 20,000 square meters in an area called Thane-Ghodbunder Road.The value of the same is 5-6 times the present market cap of the company.

7)Elpro International:The company has investments in the insurance company called Metlife India Insurance.They have invested 12crs on it which as on date has turned more than 70-80 crores.

8)Vas Infrastructure Ltd:The company hopes for a 5 fold jump in topline over the coming 3- 4 years.Am not sure about the management quality.

9)Advanced Micronic Devices Ltd:AMD is all set to get merged with Opto Circuits .Swap ratio is expected to be of 3:1 i.e. for every three shares of AMD, an investor will get one share of Opto Circuits.

10)Archies Ltd:The company is all set to get taken over by the videocon group.Archies enjoys over 50% of the organised market share for greeting cards, and has close to 2,000 outlets and franchisees.Videocon group had sent proposals to Moolchandanis, the family that owns Archies, for a possible buyout deal. But with the Moolchandanis are reporteding demanding a higher valuation.Videocon group has already acquired more than 4% in the company from open market in the past 2 months.

11)Patel Engineering:The company is expected to report net profit of Rs1.3b in FY09 and Rs1.6b in FY10.The company landbank value stands at rs 140 as on date.

12)Petron Engineering Construction:Unexecuted orders in hand at the end of the year is Rs. 245 Crores. Further orders of approximately Rs. 285 Crores have been received till date.

13)Indo Amines Ltd:The company is all set to double its exports this year.It is is a manufacturer, developer and supplier of Fine chemicals,Oleo chemicals,Specialty chemicals,Performance Chemicals, Perfumery Chemicals and Active Pharmaceutical Ingredients.

14)Rock Hard Petro Chemical Industries:All set to be taken over by an indian petrochemical giant.The process of settlement of disputes with bank and other parties which had commenced the previous year are going on as per law.

15)Pix Transmission Ltd:Pix is a manufacturer of Belts and Hoses.The company is about to bag a major order from egypt.It is gradually increasing its share in the domestic market.

16)Sanghvi Movers:The company has added 7-8 new cranes in the current quarter which will help boost sales.Net Profit is expected to increase 30% YoY.

17)Axis Bank:Axis Bank is expected to continue its growth streak and net profit should grow by 45-50% over next two years.

18)BSEL Infrastructure Realty :The company is all set to raise Rs 200 crore of debts in next 6 months,

19)Atul:The company expectes its revenue to rise by 20-25% in FY’09.Plans a major acquisition.

20)GTL:The company Expects revenue of Rs 2150 crore in FY09.May announce an interim dividend in the near term.

21)Sintex Industries:The company is planning a major acquisition by Dec’08.Company set to double its turnover.

22)Take Solutions:The company has given a guidance-Sales to grow 30-40% in FY ’09.

23)Prithvi Information Services:The company expects its FY09 growth to be at 35-40%.

24)Panasonic Battery India Company:The company sets an ambitious targets of gaining 25% market share in Alkaline batteries by 2012.

25)Bank of India:Surpasses the milestone business mix level of Rs 280000 crore in June 2008.

26)Cambridge Technology Enterprises:The company targets to acheive US$ 250 million revenues by March 2011.

27)HDFC:The behemoth Expects a 25-30% growth in sanction and disbursement for FY09.

28)Tata Investment Corporation:TIC Plans to come out with rights issue to mope up money for investing in markets.

29)Everonn Systems India:The company"s FY09 revenues expected at Rs 185-190 crore and net profit of Rs 31 crore.

30)Modern India:The company says Mahalaxmi commercial space to net a revenue of Rs 25crores in FY ‘09.

31)Zyden Gentec Ltd:The company is focussing on its existing Bollaram facility by adding certain balancing equipments & machinery and to enhance the capacity for certain higher margin drug intermediates and also gradually go for expansion to get schedule 'M' certification for this facility.Zyden is all set to double its topline and bottomline this year.

32)DE Nora India Ltd:Titanor continues to remain the market leader in the Chlor Alkali and Cathodic Protection Systems business.It has received one order of approx. Rs. 400 Million for fabrication of Chlorate Cells for West Coast Paper Mills from UDHE India, to be executed in the present fiscal of 2008.

33)Kosian Industries Ltd:The company had a setback due to shelving of the plan to acquire a software Company in the last year. However, the company is exploring and working out more avenues including manufacturing of niche products and shall crystalize the wings in near future.

34)Master Trust Ltd:Master Trust Limited is involved in the business of Forex and dealing in securities. Through its subsidiaries, the company operates under six verticals.These include equity & derivatives broking, commodity derivatives broking, insurance broking, depository services, merchant banking, distribution of financial products viz Mutual Funds, IPO.The company is near future may plan for a demerger which would unlock huge value for the shareholders.

35)Alchemist Realty Ltd:The company is in the process of acquiring necessary lands in the state of Himachal Pradesh and Punjab.It is in the process of launching many projects in Real Estate Development which includes housing projects, cottages, recreation clubs and other infrastructure protects.

36)Bang Overseas:The company is now aggressively expanding its retail reach and had set up 12 retail outlets by December '07. Nine of these are company-owned and three are franchisees. Going forward, it plans to open 88 retail outlets, half of which will be company-owned. It also plans to launch a women's wear brand 'Miss Scott'. Its products are also sold via 157 point of sales, including large format stores like Shopper's Stop, Pyramid and Globus.

37)Shanthi Gears:Shanthi Gears, gear and gear box manufacturer, is scounting for partners. The partner would be offered equity even as it is not known how much take the company is willing to offload.It looks to be a good buy at these rates.

38)Videocon industries:Videocon is in joint-venture talks with Japanese majors Mitsui and Hitachi to set up a logistics company to support its retail operations. The JV will be spun off into a separate entity.

39)Aditya Birla Nuvo:The company’s revenue from the telecom segment would increase substantially with the addition of nine more licences.as Idea has obtained an additional nine licences and now holds licences for all the 22 circles in the country.

40)Transport Corporation of India (TCI):The robust expansion plans of organised retail players like Reliance and Future group is likely to bolster the company’s growth due to its entry into transport refrigeration.A great buy at present levels.

41)Dolat Investments Ltd:The Company's income is mainly derived from the investments made in the Stock market and Mutual Funds Units. The Company earned profit mainly due to favorable stock market conditions but with stock markets tanking the company is set to suffer losses.Exit out and switch to other stocks from sunrising sectors.

42)Pochiraju Industries Ltd:to re-risk its business model the company has diversified into the Bio Pharma and Pharma business from the activity of Flower production. Company proposes to sell biotech products like Erithropotien, interferon alpha pegylated and hylaurronice acid and bio parental products with its own branded formulation and certain other molecules.

43)Yuken India Ltd:Company is one of the leading manufacturers and suppliers of power saving Oil Hydraulics.The japanese parent is all set to hike its stakes in the company and may just go for a delisting by acquiring the remaining stake of the company from the shareholders at a hefty premium.

44)Tata Elxsi:The special effects division is expected to contribute 20% of revenues by 2010. The division is already working on a major project involving an investment of around $10 million and is in line to do two more projects with YRF and Disney.UTV Motion Pictures has decided to work with Tata Elxsi for a major project.A great buy at present levels.

45)Kohinoor foods:Temptation foods is all set to acquire the company.Its another instances of a hostile takeover where by force and power an acquisition is about to happen.Temptation has already acquired nearly 30% stake in the company and hopes to complete the acquisition in due course of time.



Regards,
ARUN
I can be reached at:arunanalyst@rediffmail.com

0 comments:

Post a Comment

Your Ad Here
Custom Search

Important Disclaimer

Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.