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Monday, August 10, 2009

Maharashtra Seamless Ltd and Madras Cements Ltd

1)Scripscan:Maharashtra Seamless Ltd

Story:Maharashtra Seamless is another stock that has popped up in our screen that detects strong recent price performance. It makes a range of high-class customisable and innovative seamless pipes and tubes. In addition, it also manufactures ERW pipes and has the distinction of being the first and only company in India with the capacity to manufacture ERW pipes of up to 21 inch in outer diameter.Its products are used in all core industries such as automotive, oil & gas, hydrocarbon processing, railways and general engineering. Demand from these sectors has been robust and will remain so as Indian and foreign companies roll out massive capital expenditure plans over the next two years. MSL has been riding this demand boom quite well, which is reflected in its operational performance.Maharashtra Seamless has a 50:50 JV with US-based Hydril LP for the manufacture of premium connection pipes which are used in high-pressure and deep water drilling activities in the oil & gas sector. Moreover, these are high-end products commanding a premium in the international oil & gas market. All this stacks up well for the future of Maharashtra Seamless. Keep an eye on this stock.Can be a hot buy for the long term perspective.

2)Scripscan:Madras Cements Ltd

Story:Construction is booming, infrastructure spending is on a high, demand for commercial and residential properties is escalating by the day and, as we have been repeating, if there is one sector that is likely to enjoy the benefits of these factors, it is cement. Cement manufacturers have reported great numbers in the June quarter despite it being a lean season for them and are expected to put up an even better show in the September quarter. On our stock screen that captures five-month rolling returns, Madras Cements has turned out a superb performance consistently for the last several fortnights. A flagship of the Ramco Group, this Chennai-based company is the third largest cement producer in South India. Its main interest is the manufacture of blended cement, ready-mix concrete and dry mortar mix. It also generates power through the use of windmills.Cement consumption in Southern India has been very healthy and the reduction of taxes in certain states has not been passed on by manufacturers to consumers, in turn adding to their bottom lines.Cement companies right now offer the best earnings visibility given the continuing strong demand over the next two years. MCL looks especially attractive being located in an area enjoying strong demand and short supply.A good cement bet for your core portfolio.Buy it at sub 90 levels.

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