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Monday, August 31, 2009

Godrej industries:Paid call to members

Many of you repeatedly in my mail have asked for paid calls and what they will be and all.Now as an amateur and being a social guy I would always safeguard the vested interest of investors than something else.The open blog is a place for me to give guidance..paid blog is for the one who needs those calls and my bigtime guidance desperately.Anyways here"s an example of a paid member call and the type which I provided just few days back.

Saturday, August 8, 2009
Coming week outlook and stock tip-Godrej industries

Scripscan:Scripscan:Godrej Industries Ltd
cmp:152
Target:182
Return:20%
Duration:2-3.5months
Traded in:Bse-nse

Story:Demergers have been great opportunities for shareholders to make money. Indian companies have invested through cross-holdings and subsidiaries in a variety of businesses and when these businesses have been spun off, they have created huge value for shareholders. The best example is the Reliance break-up. If Reliance were a single conglomerate, there would not be two Rs100,000 market-cap entities. Splits in Indian Rayon or Zee group and NIIT have also created value. Are there more demerger opportunities? Consider Godrej Industries (GIL). This company has investments in property, poultry, foods, chemicals, household insecticides (Good Knight) and financial investments in several companies. The chemicals division is the largest producer of oleo-chemical (used in dry-cleaning, making fatty acids and fatty alcohol), glycerin and surfactants. Godrej Agrovet, in which GIL has a 58% stake, is in animal feed, integrated poultry, agri-inputs, oil palm plantation and plant biotech. Godrej Agrovet has a subsidiary which has started a retail chain of stores called Aadhar. Godrej Hicare, in which GIL has an 86% stake, is in pest management. GIL bought the Nutrine brand last year in Godrej Beverages and sold a 51%stake in GBL to Hershey’s. It will be renamed Godrej Hershey. All these businesses have great instrinsic value.But the crown jewel is GIL’s property business through an 82% investment in Godrej Properties (GPL). Apparently, the GIL management expects real estate to become the largest business in the Godrej group over the next five years. Godrej Properties has got about more then 425 acres of land across the country, the conservative value of that works round to about Rs 2000-2500 crore.Besides that the company also has a mandate to develop the huge property, the group company Godrej & Boyce has a significant business opportunity. Add to this they recently bagged a contract from the Ahmedabad Municipal Corporation for development of a township in Ahmedabad, so that is also a significant project.The Godrej group has traditionally been a big investor in land. Opposite its factory in Mumbai, it holds acres and acres of barren land. There is market talk that the 100manufacturing locations of the group constitute a potential land bank.Godrej properties is set to come out with an ipo in the next 6 months and thats gonna unlock huge value for godrej industries shareholders.Godrej is already outperforming the market and I expect that to continue over the next few months.A great buy at present levels.

Regards,
ARUN
9804589299
I can be reached at:arunanalyst@rediffmail.com

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