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Wednesday, October 29, 2008

Gokaldas Exports:-Limited downside,lot of upsides

Scripscan:Gokaldas Exports
Traded in:Nse-bse

Story:One of the renowned names in the textile arena reeling under severe pressure operationally as well as with its stock price in the bourses.Blackstone had acquired a 50% stake in Gokaldas from its promoters last year. The deal was pegged at Rs 275 a share, 20% higher than the ruling market rate at that time, making it the country’s largest management buyout in the textile industry. It was followed by the mandatory open offer to shareholders which increased Blackstone’s stake to 68%.A private equity fund like Blackstone cannot idly watch that two-third value of its investment has been eroded.Anand jain of jai corp too has offlate picked up 10% stake in the counter.So if we add up the hinduja group stake,mr jain"s stake and blackstone stake the total holding of the trio comes at 98% of the total equity.With stock market in a turmoil and with chances of more bearishness blackstone may well plan to delist the stock and relist it again once the scenario changes.They would always want a higher valuation and since their acquisition price is at 275rs,investors can expect a far superior rate if the delisting happens,which to me seems the inevitable stuff.So one can buy the counter at these 90rs for least downside but tremendous upside once the development vindicates.

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