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Saturday, April 18, 2009

Future outlook of some companies

1)Scripscan:Filatex Fashions Ltd

Outlook:Filatex Fashions Ltd has been able to surrender the Export Oriented Unit status in order to offset the pressure on margins by resorting to local market sales.This has enabled the company to undertake garments trading in local markets and also for exports. As was reported last year,it has started to implement the modernization and expansion plan for which work is underway.Larger production capacity coupled with ability to market products in domestic market will entail a huge jump in sales and profitability for the Company in near future.The Company has been able to ink tie-ups with multiple chain stores like Reliance,Provogue, Fantoosh, Park Avenue.The Company has also been registered as a approved supplier to Reliance where requirement is continuing to surge with every new store being opened.Filatex Fashions results were quite encouraging last year and with the initiatives it should continue to do well.The scrip had a good run on the bourses over the last few months.At present prices valuation looks expensive and one should only buy the counter at reasonable levels.

2)Scripscan:NESCO Ltd

Outlook:Nesco is a property play.It owns 65 acres of land in Goregaon, which is the Bombay Exhibition Centre, which it leases and rents out.They have the fully aircondionted exhibition space.It is one of the state-of-the-art exhibition centres in this country.They company builded some IT parks over the last couple of years.In the longer-term, if one looks at 65 acres of land in Bombay,not many companies can dream of having such a kind of property play in this country.I believe that the company has the right focus of developing this land for rental income and not for selling it off or for a residential purpose.So this is absolutely a commercial space transaction, where the company is developing land for generating rental income for future growth of the company.If one looks at the equity part, it is only Rs 7 crores.So if one considers the tax too, this company will have a huge earning potential in the future from the property space and 65 acres of free hold land, which can be developed into IT space.It is a combination of a very good property play on a smallcap sector stock.A great buy at dips.

3)Scripscan:Ansal Properties & Infrastructure Ltd
Traded in:nse-bse

Outlook:Ansal Property and Infrastructure (APIL)’s leverage ratios are stretched.Its net debt-to-equity ratio (incorporating the impact of outstanding land payments) stands at 165%. This does not include any impact of off-balance sheet financing. APIL’s stretched balance sheet and the general scenario of tight liquidity are primary concerns.It has a limited visibility on sources of capital which will be used to generate profits from this land bank.Investors are unlikely to (and should not) attribute any value to profits earned over and above the replacement cost of the land bank.Its ~240 million sq ft of land in North India provides APIL the scale to enjoy preferred supplier relationships. Margins are likely to be supported by the low average cost of land acquisition (Rs 121/sq ft).Projects in North India account for 100% of APIL’s NAV and land bank. This concentrated land bank limits its ability to focus elsewhere if this market experiences a slowdown. North India has seen rapid price rises and even more rapid project launches in the past 2-3years.Incrementally, this scenario is likely to be exacerbated by a surge in secondary market supply, as speculators try to exit properties bought in the past two years.The NAV stands at around 125rs for the counter.APIL is trading at over 70% discount to its NAV.This provides downside support.I feel the stock may provide good upside potential in the long haul.Am positive on the stock but negative on the sector.

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