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).

Archives : Old artciles

Monday, September 14, 2009

Chembond Chemicals Ltd and GMM Pfaudler Ltd:Future outlook and growth prospects

1)Scripscan:Chembond Chemicals Ltd

Story:Chembond was established in 1975 by Dr. Vinod Shah in Mumbai for manufacturing speciality chemicals for Metal treatment. The company since then diversified into manufacturing Water treatment chemicals, chemicals for the Construction sector and anticorrosive paints & coatings for various industries and Biotech products. Promoters group hold 68.3% in the company and are actively managing the affairs of the company.Two prestigious joint ventures with Henkel (Germany) & Ashland (USA) Chembond also has two prestigious joint ventures for marketing; Henkel Chembond Surface Technologies Ltd. a 49:51 joint venture with Henkel Group of Germany and Chembond Drewtreat Ltd., a 55:45 joint venture with Ashland Group of USA.Management’s vision to form such joint ventures with world leaders demonstrates their credibility and capabilities in terms project feasibility & implementation and manufacturing, amongst others. Henkel Chembond markets Metal pre-treatment Chemicals, whereas Chembond Drewtreat markets Water & Fuel treatment chemicals for cooling water and boiler water. Products for both joint ventures are manufactured by Chembond on toll manufacturing basis. Both the JVs are profitable having huge growth potentiality and we believe, will contribute significantly to its business in future.Chembond is one of the leading players in the speciality construction chemicals industry. There is a huge demand for its construction chemicals from large infrastructure projects & construction segment. It is also targeting direct retailing to tap the huge retail market, where buyers were hitherto buying just on impulse or through the mediators in the construction segment. With large scale investments in infrastructure projects and planned investments in industrial modernization & up-gradation, we expect huge demand for its products going forward.With excellent growth prospects in all the segments that Chembond operates, we believe, Chembond is poised to report strong growth in the years to come.Forget valuations apply your logic and do accordingly.A good bet to opt for at lower levels.

2)Scripscan:GMM Pfaudler Ltd

Story:GMM Pfaudler is engaged in the manufaturing of Chemical and Pharmaceutical Process equipments mainly Glass-lined vessels, mixing systems and filteration / seperation equipments.The company also has investment in Nile Ltd. an engineering company. However, these shares are not registered in the company’s name. The refusal has been challenged in A.P. High court. Either huge gain is likely to accure on sell of these shares to the company or control of the company is likely to get passed on to the company(Some news were there regarding the materilization of it but am awaity clarity on that front)The company also has huge real estate at Anand- Sojitra Road which could get realised in due course of time.GMM Pfaudler has huge order backlog from speciality chemicals and pharmaceuticals industry having healthy margins.The company is also professionally managed with management team having quite a name in the industry it operates in.All said and done,gmm can surpise us in the longer run.Can be a wonder going forward.

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: 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.

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner