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Friday, September 11, 2009

Uni Abex Alloy Products Ltd and Shreyas Shipping & Logistics Ltd

1)Scripscan:Uni Abex Alloy Products Ltd

Story:UniAbex Alloys Limited (UAL), a Neterwala group company, is a pioneer and leading manufacturer of reformer tubes and centrifugal & static castings in heat, wear and corrosion resistant alloys. UAL has an excellent track record of catering to the requirements of core sector industries such as refineries, fertilizers, petrochemicals, iron & steel, and original equipment manufacturers of decanters, valves and furnaces. It had technical collaboration with Abex Corporation, USA in development of heat, corrosion and wear resistant alloys for various industrial applications, and with SCHMIDT Clemens, Germany. While Uni Abex has mastered the technology from its technology partners, it has its own in-house R&D department as well which helps it develop new products for its clients.UAL exports its products to countries like USA, Europe (including the Eastern Countries) & Japan.Going forward, we believe UAL has a good growth potential in the exports market for the products like decanter valves and reformer Tubes.Given its strong order book position & based on existing relative buoyancy in the manufacturing & engineering sector, UAL should achieve substantial improvement in the operating performance in the coming years. We expect the company to deliver strong growth numbers from its existing as well as new products.Taking into to consideration its leadership position in the niche centrifugal & static castings segment, marquee client profile (for both domestic & exports segment) and strong order book position, we believe the stock is available at very attractive valuations.The stock has the potential to hit 135-150rs in the next 9-12 months periodtime.

2)Scripscan:Shreyas Shipping & Logistics Ltd

Story:Shreyas Shipping & Logistics is at an inflexion point and transforming itself from shipping to logistics company. We feel the valuations from this level are scalable once its capex in the area of setting up logistic parks are commissioned.Shreyas Shipping, promoted by Late R. Sivaswamy and family, is the only container feeder service provider in the country with several vessels under its belt.It is in the process of setting up Warehousing and logistics facilities in North, South and Central India. These logistic parks will enable it to create a synergy of its existing expertise to land transportation. The Company plans to aggressively expand its multimodal logistics operations which includes, among other things, aggregation, consolidation and segregation of cargo and value addition. This will enable the Company to provide end-to-end solutions to all its clients. More over it would also shield the company's revenue and bottom line from any slump in the freight rates..At CMP of Rs 33rs the company is quoting at fair valuations.Buy the scrip at below 30rs for decent returns in the longer run.

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