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Friday, August 8, 2008

Klg capital&JPT securities:-The upcoming 10 baggers

Some of my operator buddies forwarded me reports of couple of companies which has been buzzing bigtime over the last 6 months.They has become multibagger in a short span of time and if these reports are to be beleived then KLG CAPITAL and JPT SECURITIES are slated to be 10 baggers from present levels.

Scripscan:Klg capital(code-530771 )&JPT securities(code-530985)
Cmp:150-180
Traded in:BSE

Story:Nikhil gandhi has become chairman of this company.Nikhil gandhi is right hand of mukesh ambani and has pioneered MUMBAI SEZ , chandigarh sez ,PIPAV port,PIPAV shipyard.He is the main man who look after mukesh ambani group's infrastructure foray-jai corp (he was the main person for the share price rise and not anand jain )and horizon infrastructure(from 40 to 1800 in 1 year) are companies owned by him.KLG CAPITAL price target is 2000 in 1 year,looks like he is going to put some infra projects and will do a backdoor listing. This exactly he did with Jai corp and Horizon infrastructure with went on becoming 100x in matter of 1-2 years.

Here the modus operandi is simple.They want to unlock the value of big infrastructure theme.So they buy a company which is listed in BSE completely,give open offer mop up as much more shares as possible.Change the name and put big infrastructure company in the above mentioned company and list it via backdoor listing. Exactly this was done in Jai corp and Horizon infra ..and in this process they have multiplied 100s of times in market cap and value. Some projects are source http://www.skilgroup.co.in/

Pipavav Port:First port in the private sector in India.The project was conceived in 1990 on a Build Own Operate Transfer basis and is a hallmark of the public-private partnership model in India, especially considering that this project was conceived at a time when the Indian economy had not yet entered the era of liberalization, privatization, and globalization.Phase I of the Port is fully operational with further substantial expansion plans on the anvil, now under the aegis of AP Moller/ Maersk.

Pipavav Shipyard:First eco-friendly dockyard facility in the world to dismantle/repair ships using the most modern equipment and technology. The first joint sector company in India to qualify for G-7 (OECF) funding – two massive dockyards constructed. The current facility is now being converted into a full fledged shipbuilding/ repair yard, with capacity to handle off-shore work as well. Pipavav Shipyard is slated to become the largest shipyard in India.

Pipavav Railways:First railway line in India to be built on a Build Own Operate Transfer basis, setting a trend for public private partnership in the Railway sector. This first joint Projects railway line in India, built in partnership with Ministry of Railways, linked Port of Pipavav to the nearest broad gauge rail link at a distance of 273 kms.

Pipavav Expressway: The twenty kilometre long 4-lane expressway connecting Pipavav Port to the highway was not only essential, but also increased value for the Port and its users.

Mumbai SEZ: First and largest private sector Special Economic Zone in India near Mumbai, the financial and commercial capital of India.

Conclusion:Basically one is buying a nikhilgandhi /mukesh ambani company for 45 crore market cap is too cheap.so even if it touch RS 700/- maket cap will be Rs 170 crores only and if it touch 1700 crore market cap it could be 7000 Rs per share and 1700 crore market cap for mukesh ambani /nikhil ambani company is peanut even if it does nothing.Let us even assume it to be a DABBA company,anyone will readily give market cap of 2000 crore just because of names associate with it.Horizon infra market cap is 2000 crores 3 year back it was just 40 crores.Jai corp market cap is 9000 crores 3 year back it was just 40-50 crores.Reliance industrial infrastructure market cap is 1600 crores-3 year back it was just 50 crore.If one see Reliance infrastructure which has market cap of 2000 crores just because it belong to that group.So KLG CAPITAL services AND jpt securities looks like multibagger once new business plan out.


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

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