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Wednesday, June 24, 2009

NILE LTD and NESCO Ltd:Future growth outlook and prospects,buy/sell?news

Market outlook:-There is a lot to chew today. IMD has downgraded its forecast for the Indian southwest monsoon to 93 percent of the long-term average rainfall. Markets may not react that much today itself, but if any of the subsequent forecasts were to move it below 90% reading, expect markets to slump to a much lower territory on that news itself. US fed kept the interest rates near zero as was widely expected, but markets sold off as they did not highlight any exit strategy. The pace of economic contraction in US is slowing, but the economic conditions are likely to warrant exceptionally low levels of the federal funds rate for an extended period of time.Nifty is facing resistance at 4350. Derivative traders are extremely wary of rolling over their short positions ahead of the big events like Union budget and that will result in last minute adjustments in many stocks. Nifty going free float tomorrow, will also play its part. Don't read too much into sudden jumps or slumps in certain derivative stocks today.

1)Scripscan:NILE LTD

Story:Nile is a different class of company; it operates in the capital goods space and also into commodity space.It manufactures the glass line reactors and pressure vessels particularly for the pharma industry and is also into processing of lead and lead alloys from waste lead. It has a tie up with Amar Raja for supplying lead.It is uniquely positioned company with very low equity. It is positioned ideally for a take off from here.I believe that somewhere down the line, value addition is coming to the company’s bottomline in a very big way both from glass line reactors and pressure vessels and lead. I feel that in 2-3 years, Nile can be a multi-bagger.

2)Scripscan:NESCO Ltd

Story:Nesco is a Bombay based real estate play. The company owns around 72 acres of land at Goregaon, which is a completely free hold land and with the new Maharashtra government policy on IT parks which is a 3 FSI, the company itself is transforming it into an IT- park which is come to on about 94 lakh sq ft of build up space when it builds up totally.So I believe that in the longer-term, if you look at 72 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 isdeveloping land for generating rental income for future growth of the company.With the kind of land prices seen around Bombay, the stock is slated to be a multi-bagger from here onwards.

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