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Saturday, October 3, 2009

Archies Ltd and Lakshmi Mills Company Ltd:Future growth prospects and outlook,realtyplay

1)Scripscan:Archies Ltd
cmp:100
Code:532212

Story:Archies is the market leader in the greeting cards space. It also has other social expression products like gifts and posters. The company has a market share of over 50% currently. It set up a music division and has been expanding the range of products sold at its outlets. Its competitors are players like Hallmark, Wilson, Ambassador and ITC. Archies’ greatest strength is its retail reach, as the company has hundreds of retail outlets spread across over several countries.With the arrival of e-cards, the company has to depend on its gifts segment for growth in future. The company has opened some new company-owned stores offlate. This will help the company expand its reach. At the current juncture, valuations look stretched and growth sustainability remains a concern.Honestly who buys a greetings card now?Its a sms thats all as far am concerned.I dont feel it would be a wise decision to buy the stock unless some happening developments occur,till then one may hold the counter expecting low double digit returns over the longer term perspective.But certainly much better bets from sunrising sctors are available in the market.

2)Scripscan:Lakshmi Mills Company Ltd
cmp:1300
Code:502958

Story:LAKSHMI MILLS is a hundred year old company and is holding a good chunk of shares in Lakshmi Machinery Works, which is quoting at about Rs 1400. It holds about 72,0000 shares or about 6% of Lakshmi Machinery’s equity. The value of that works out to over 100 crore.Also, it has got a huge property at Coimbatore, which works out to something around Rs 120 crore. It has got about 1,50,000 spindles, the value of that could work out to something around Rs 150 crore, even if you take 40% kind of depreciation on that spindle.So with Rs 100 crore worth of holding in Lakshi Machinery Works, Rs 120 crore worth of land and about Rs 150 crore value of spindles, the total enterprise value of this company works out to something around Rs 420 crore. And if you take out the debt, which is about Rs 90 crore, the EV of this company works out to Rs 330 crore. The marketcap of this company is just about Rs 90 crore.So it has got a huge intrinsic value.Investors should hold on to this stock for solid gains in future.

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