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

Friday, September 11, 2009

Uni Abex Alloy Products Ltd and Shreyas Shipping & Logistics Ltd

1)Scripscan:Uni Abex Alloy Products Ltd
cmp:115
Code:504605

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
cmp:33
Code:520151

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.

No comments:

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