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Thursday, August 13, 2009

Few more smallcap gems(Nile Ltd,Dalmia Cement (Bharat) Ltd,Century Plyboards India Ltd,MSP Steel & Power Ltd)

1)Scripscan:Nile Ltd

Story:Nile Limited manufactures glass-lined equipment, pressure vessels, lead and lead alloys. Nile serves the pharmaceuticals and chemicals industry. Leading names like Glenmark and Cipla are among its customers. Despite a declining demand for glass-lined equipment, the company has a healthy order book position; it has received substantial orders for pressure vessels which compensates for lower demand for glass-lined equipment. Market demand for lead and lead alloys, its third main line of business, looks very promising and Nile has been able to establish itself as a quality supplier and entered into long-term supply arrangements. Nile too has a smaller capital base and the promoters have been gradually hiking their stake in the company.The stock is attractively priced; its market-cap discounts its five-quarter average sales (annualised) by less than 1 time.If the numbers come good these company can run bigtime.A good buy.

2)Scripscan:Dalmia Cement (Bharat) Ltd

Story:The boom in construction and infrastructure is obvious. What is less obvious, but equally significant, is the ripple effect that this growth is creating for ancillary industries. One sector that has been enjoying the spill-over benefits of a boom in construction and infrastructure is cement. Higher sales volumes and better margins have improved the fundamentals of companies large and small. Among the smaller players in this sector that has emerged is Dalmia Cement (Bharat) Ltd. (DCL). Headquartered in Delhi, the company has a presence in sugar, travel agency, magnesite, refractory and electronic operations. Its main focus is on the cement business, more so specialty cements. Dalmia Cement is doubling its capacity to eight million tonnes by thse year. Like most other cement companies, Dalmia too has been growing at a robust pace.It is remarkably cheap too -It is rumoured to be de-merging its sugar and cement business which, if it happens, is likely to improve valuations further.Can be a hot buy for the longer term.

3)Scripscan:Century Plyboards India Ltd

Story:The next company to enjoy the ripple effect of infrastructure and construction boom comes from the building materials sector, which owes much of its growth to the demand for commercial as well as residential space. Century Plyboards (India) Ltd manufactures plywood and decorative veneers under the ‘Centuryply’ brand name. It is the largest seller of plywood and decorative veneers in the organised plywood market with a very high brand recall. Century has been growing at a brisk pace over the past five quarters. The company, however, operates at a low margin, which averaged 9%over the past five quarters. On the valuation front, the stock looks cheap. Is the stock worth buying? The management has lately merged group companies with the flagship and is planning a preferential allotment.A decent buy too.

4)Scripscan:MSP Steel & Power Ltd

Story:Kolkata-based MSP Steel and Power has a diversified portfolio ranging from sponge iron to steel and power generation to rolling mills and ferro-alloys. All these are hot sectors now. MSP has signed an MoU with the Chhattisgarh government for expansion of its plant at an investment of Rs850 crore and will get carbon credits for the next 10 years for its captive power plant based on waste-heat recovery. The stock is priced cheap; with better number expected in future the stock deserves worth a buy.These stocks will do well on their own merit. But imagine if they caught the fancy of fund managers? Flow of institutional money into these counters will create a momentum in prices and deliver good returns. Good stocks heavily owned by funds may or may not give great returns. But good stocks that are not owned by them rise fast even when a few funds merely decide to nibble.

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