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Saturday, September 12, 2009

Mukta Arts Ltd and Stewarts & Lloyds of India Ltd:Buy/hold or sell?

1)Scripscan:Mukta Arts Ltd

Story:Mukta Arts Limited is promoted by Subhash Ghai, an eminent film maker who gave over a dozen block buster in the last 30 years in Bollywood. The equity capital of the company is Rs.11.30 Crores (Face Value Rs.5 per share) of which 70% is held by the promoters.Subhash Ghai, promoter of the company seems to have lost his confidence and track of film making after flop show of YUVRAAJ. But, now, confidence of Subhash Ghai seems to be coming back and he has taken up film making under the company's banner again.Since he still has his name in the Bollywood, any one hit of the company can boost the financial performance of the company.Hence looking to the valuation of the archive films as well as the new production and the potential of film institute being established by the company, the share at Rs.50 holds good potential to appreciate and can give returns 0f over 20% in the next 6 to 12 months.

2)Scripscan:Stewarts & Lloyds of India Ltd

Story:Earlier a Tata Company sold to 2 giants of the world. One is Indian Oil Co ltd and the other is Oiltanking GMbh.( A German company.) Both formed a company named Indian oiltanking company ltd and bought S&L from Tata and turned around the company by making it a Rs 95 crore(sales) company from Rs 30 crores at the time of takeover. S&L is an engineering company and almost all the steel plants, refineries and power companies are its customers. This company has executed a project worth Rs 11 crores for Nuclear power corporation of India in 2000.Currently it order book is increasing all the time on a tiny capital base of 3 crores at par. The parent Indian Oiltanking ltd had an order book of several hundred crores. The parent has also secured recent big orders.. A fraction of that order to S&L will change the entire shape and size of this company. This year company should grow 25-30% by achieving a turnover of Rs 120 crore against Rs 95crs crore in 09. Against an all time rising order book market cap is Rs 27 crore which is very undervalued compared to its peers. Upcoming economic growth, sound parents and engineering expertise should take this company to new highs.A value buy at dips.

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