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Monday, April 6, 2009

Gateway Distriparks Ltd,Uttam galva steel&Bihar tubes:-Outlook and future potential

1)Scripscan:Gateway Distriparks Ltd
Traded in:Nse-bse

Story:Gateway Distriparks (GDL) is the largest private sector logistics service provider in the container freight station (CFS/ICD) business with a market share of 18%. With India’s containerised traffic set to double to 10 million TEU over the next five years, GDL is well-positioned to capitalise on the same.Unbridled competition in the traditional CFS business has led to a price war, which is most likely to play out for a few more quarters. Hence, margins may remain range-bound at 50%.GDL is in the right business at the right time. While opportunities are compelling, the near-term prospect for GDL is lukewarm. Hence, GDL is an investment proposition only for the long term.Valuation wise too it doesnt look amazingly attractive.Good defensive bet meant for hard-core long term investors.TRaders and short term greedy guys be better off in good high beta scrips.

2)Scripscan:Uttam Galva Steel Ltd
Traded in:Nse-bse

Story:Uttam Galva Steel is one of the bigger independent steel processors in India. It produces value-added products from HRC, viz CR steel, galvanised steel and colour-coated sheets.The domestic demand for such value-added products is quite strong and the company plans to cater more to the domestic market. Unless there is a huge price volatility in HRC/zinc prices, mostly the processor’s margins are fixed and the company continues to earn good margins.But due to volatility in inputs like zinc, margins could suffer in the short term. For FY09-10,the growth in topline and bottomline could be high as margins are likely to remain stable.A good steel stock to own at dips.

3)Scripscan:Bihar Tubes Ltd

Story:Bihar Tubes is a leading manufacturer of galvanised steel tubes, structural pipes, black pipes and pre-galvanised pipes. The company operates in a steel tubes industry which is likely to grow 30-35% in the coming years due to the government’s thrust on infrastructure development.The company has been looking to cash in on this opportunity and is expanding its production facilities to a significant extent. Bihar Tubes has been making structural shifts in the production of pipes and is diversifying into specialty pipes manufacturing.The structural shift in products by entering into specialty products will allow the company to increase its operating profit margins to rise in the coming years.Its quoting at an attractive valuations and investors would do well to hold the counter as of now.

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