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Monday, September 21, 2009

Tricom India Ltd and Premier Explosives Ltd:Buy/hold or sell?future growth prospects

1)Scripscan:Tricom India Ltd
Bse code:531675
Cmp:16

Story:Tricom India Ltd (TIL) is a non-voice ITES service provider which caters to the following two business areas:
Software services:-
Data management and data capturing
LPO
Title Insurance
e-Publishing:-
Indexing
Healthcare
Accounts Payable Processing
From FY06 to FY08, Total Income and PAT have increased by a CAGR of 35.50% and 35.26%respectively. The Return on Equity has fallen on a q-o-q basis in Q3FY09 simply because of the 32.44% fall in profitability and 1.03% rise in public shareholding. New capital was issued during the period.The Current Ratio from FY06 to FY08 is very high since the company has a large number of current assets at hand. The company has exceptionally high number of sundry debtors and loans given to outsiders, which indicates a relaxed lending policy.TIL's revenues come from a variety of data management and data capturing services. Even if one sector experiences a slowdown, the revenues may flow from the other sectors. The company has good tie-ups with foreign companies. TIL's Total Income and PAT for FY09 are expected to shoot on a y-o-y basis due to the benefits from the recent acquisition of Godrej Global Solutions Ltd and Pacific Data Centres, USA. So, the long term prospects of the company appear attractive.The Price to Book Value Ratio indicates that the share is undervalued throughout the period.Moved a lot offlate buy at lower levels.

2)Scripscan:Premier Explosives Ltd
Bse code:526247
Cmp:66

Story:Premier Explosives Ltd (PEL) is one of the major manufacturers of the entire range of explosives and accessories in India. Its products include detonators, detonating cords, explosives and defense products (like tear gas shells).PEL has two joint ventures abroad -- Premier Synthas, Turkey and Premier Georgia, Georgia.PEL has proposed to invest Rs. 50 crore in the next two years for capacity expansion and backward integration (manufacturing of raw materials used in the company’s products). Most recently, it has obtained an industrial licence from the Department of Industrial Policy & Promotion, Ministry of Commerce & Industry, Government of India for manufacture of propellants, pyros, Hexa-nitro-stilbene (HNS), Hydrazinium-nitro-formate (HNF), a cyclic nitramine explosive called CL-20 and site mixed explosives. Also, the Price to Book Value Ratio indicates that the share is undervalued.The scrip has rallied a lot and may consolidate before moving northwards again.Wait for the consolidation to get over and then buy at dips.

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