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

Thursday, October 15, 2009

Compulink Systems Ltd and FAG Bearings India Ltd:Future growth prospects and outlook

1)Scripscan:Compulink Systems Ltd
cmp:17
Code:532688

Story:Compulink Systems is focussed on providing IP (intellectual property)-based solutions in the "Services Execution Management" space. Its products offer critical information that help service companies manage projects, processes and interaction between teams. The risks in investing in a products company such as Compulink stem from three key elements. One, on account of a longer sales cycle involved , revenues from such companies are lumpy by nature and difficult to predict.Two, for relatively small companies, building up the marketing infrastructure to achieve scale and penetrate the developed markets will remain a significant challenge.Besides, incurring high selling and marketing expenses in the initial years can leave them vulnerable to fluctuations in earnings performance.The company is likely to face intense competition from a slew of mid-size players in different fields such as business intelligence or business process management. Large enterprise vendors are also building functionality of the kind provided by Compulink in their newer line of offerings.In the light of these factors, investors will be better off tracking the performance over a longer time-frame before considering an exposure in the stock.

2)Scripscan:FAG Bearings India Ltd
cmp:500
Code:505790

Story:The company is a major player in the bearings market, with a strong presence in the ball bearings segment. Its product portfolio also includes cylindrical roller and spherical roller bearings. The company derives majority of its earnings from the ball bearings market which is highly competitive.Fag Bearings has exposure to almost all major user industries including automobile, engineering and railways. Helped by robust growth from both automobile and engineering sector, the company has posted a steady growth in earnings in recent years.Going forward, the performance of the company is likely to grow at a steady clip. The growth in automobile production and industrial output would continue to drive demand for bearings. The recent pick-up in the original equipment market would also translate into higher demand from the lucrative replacement market.The company has also been identified as a sourcing base by its parent company. This would result in higher contribution of exports.LONG-term investors may consider equity exposure in Fag Bearings at prevailing levels. The technical backing of a global major, the growth in exports and the strong fundamentals make Fag Bearings a preferred portfolio candidate from the bearings industry. The stock has appreciated by about 50 per cent the past few months.

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