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Sunday, August 16, 2009

Webel-Sl Energy Systems Ltd and BSEL Infrastructure Realty Ltd:Future growth prospects and outlook(buy or sell)

1)Scripscan:Webel-Sl Energy Systems Ltd

Story:One small company that is attracting the attention of big foreign investors is a leading producer of solar photovoltaic cells and modules – Webel SL Energy Systems Ltd. With 30% annual growth and a 10MW manufacturing facility for cells and modules, it is one of the fastest growing companies in the industry. Webel has been doing quite well with operationally.The valuations are not expensive, given its growth prospects and worldwide interest in alternative energy and photovoltaics. Webel Energy is in a major expansion mode having issued fully convertible bonds worth $16.8million and received an upfront premium of Rs540 per share for the issue from Merrill Lynch International. The money will be utilised for expanding capacity to 42MW from the current 10MW. Webel is forming a joint venture with Micro Power Trading Co Pte Ltd, Singapore, for sourcing silicon ingots and setting up a slicing plant for the manufacture of silicon wafers, which would reduce the manufacturing cost.Alternative energy as a sector is hot and photovoltaic cell technology has now matured. With oil at close to $75 a barrel, Webel is one stock that needs to be watched closely for its future growth potential.The counter has moved up by over 600% from its lows.Apply caution at present levels and buy on dips.

1)Scripscan:BSEL Infrastructure Realty Ltd

Story:Infrastructure and realty have been the two hottest themes last year. A major part of the last bull run has been fuelled by these two sectors; stocks which have even a remote connection to them are eagerly bought by investors, sometimes at valuations which incorporate mainly a lot of hope. Along with straightforward picks like DLF or Simplex, interest is now spilling over to restructuring plays, value-added realty through joint ventures and spin-offs. One such stock is BSEL Infrastructure Realty Ltd., which develops residential and commercial properties including technology parks.While the main company is doing fairly well, BSEL lately diluted its stake in an associate company (a joint venture between BSEL, Unity Realty and Kamat Hotels) to a New York-based private equity player, Clearwater Captial. Clearwater bought 49% stake in the joint venture bringing down the holding of each of the JV partners to 17% -- from 33.33% each. BSEL has been pursuing projects in the hospitality industry very fiercely. It has set aside Rs100 crore to be invested in this segment in Gujarat alone where it has acquired 75 acres of land in various parts of the state. Among the projects it is developing are: a 260-room 4-star category service apartments at Narmada Nihar about 80km from Vadodara; and a tourist resort on a 25-acre plot around 22km-25km from Ahmedabad. BSEL has been active not just on the domestic front but has also been acquiring a foothold in the international market. It also launched a DH2 billion residential project in the Emirate of Ajman. Called Jawahir Al Emarat, the project will have seven towers and will be constructed in Ajman’s Emirates City. This reflects the strength of Indian companies in executing large infrastructure and residential projects tointernational standards.The stock is attractively priced at present levels. Its financial strategy to get private equity investors to de-risk long-gestation projects like hotels inspires confidence.If real estate and infra themes comes back again this should be one of the counters to look for.A good value buy at lower levels.

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