Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Saturday, September 12, 2009

Bilpower Ltd and Andhra Petrochemicals Ltd:Future growth outlook and prospects

1)Scripscan:Bilpower Ltd
cmp:170
Code:531590

Story:Bilpower is engaged in the business of manufacturing laminations, stampings, ready-to-assemble cores for distribution transformers and transformer accessories.There is a good demand for the products of the company.It has been expanding capacilities,setting up plants and doing all the required stuff needed to catapult itself in the big league.The robust order book of transformer companies as well as the improving scenario of the power sector in India reflects the opportunities available to the company. The company is all set to capitalize on these opportunities through capacity expansion as well as other inorganic initiatives, as and when they become available.The company is quoting at lower single digit valuations which gives immense scope for PE expansion and capital appreciation in the days and months to come.Looking at the favorable scenario in the power sector in India as well as the future plans of the company, the stock looks under priced and could go up to Rs 200 in the next 6-9 months.

2)Scripscan:Andhra Petrochemicals Ltd
cmp:14
Code:500012

Story:Andhra Petrochemicals Ltd (APL), a group company of Andhra Sugars is into the business of manufacture and sale of Oxo- Alcohols mainly used in PVC, Adhesives, Emulsion Paints, Lube and Fuel Additives, Surfactants, Dyes, Pharmaceuticals, Pesticides, Rubber Chemicals etc.The annual demand of Oxo- Alcohol is growing at about 7%. The per capita consumption of Oxo-Alcohol in India is very low as compared to other countries. Thus indicating the scope & potential for Oxo-Alcohol products and uses.The domestic demand is around 1,00,000 MTs per annum vs. Domestic production of only 45,000 - 50,000 MTs per annum.The other major producer NOCIL has shut down production. There is a continuing gap between domestic demand and installed capacity in the country, which is met by imports. The company has registered more than 100% capacity utilization over past few years thereby achieving increased production and sales.Higher international sale prices following an increase in oil prices and anti-dumping measures will restrict cheaper imports. This will enable the company's increased production and sales and thereby improve its earnings.The company has invested 5.26 Crs. in Andhra Pradesh Power Corp. Ltd. to secure gas based power supply. We expect this will reduce the power cost and enhance the operating margins. The company has benefited by way of energy conservation and improved throughput.At 14rs theres hardly any downsides but chances are it can be a multibagger over the coming 3-5 years.

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner