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Showing posts from June, 2017

GUFIC BIO

GUFIC BIOSCIENCE - (Great Potential) Market Cap.: ₹ 549.96 Current Price: ₹ 71.10 Book Value: ₹ 5.87 P/E: 48.20 Dividend Yield: 0.07% Face Value: ₹ 1.00 Promoter Holding - 69.98% ABOUT  GUFIC is a 46 years old company with a strong presence in India, among  the prescription pharmaceutical, Herbal and Bulk Drugs divisions. Company is also accelerating growth by concentrating its business activities on the field of Criticare and Ferticare divisions. They are the largest manufacturers of Lyophilized injections in India and have a fully automated lyophilization plant. PROS 1.  Company Objective “Aiming to become agile, best-in-class global pharmaceutical company that puts the patient at the center”. Gufic is the first to launch Doxycycline I.V for tropical fever and has introduced new life saving molecule like Caspofungin, Tigecycline and Colistimethate at very economically prices. During the year 2015-16, Gufic had applied for three paten...

SUMEDHA FISCAL

SUMEDHA FISCAL  PROS 1.   Incoroporated in 1989,  Sumedha  Fiscal is a Kolkata based company dealing with Investment banking, wealth management, debt syndication, financial restructuring and broking services. 2.   Sumedha  is a debt free company with clean balance sheet  3. Turnaround Results Topline increased to 6.35 cr from 2.30 crore (qoq) and from 11cr to 16 cr (yoy).Net profit increased to 3cr from 1.19cr (yoy) resulting in rise of EPS to 3.76 from 1.50. Company has very small equity of 7.98cr and company has posted 3cr profit. A regular dividend paying company. This year company increased the dividend from 5% to 10% (Re 1). Book value stands at Rs 44.11, so stock is trading below book value. Sector trading around 35 PE this company is trading around 9PE,is very attractive for investment at these levels. Promoter holding is  healthy at 49.57% in the company.  Cons 1.   Being a small compan...

ACE Multibagger (Hidden Gem)

ACTION CONSTRUCTION EQUIPMENT (ACE) CMP-64 PROS : 1. ACTION CONSTRUCTION EQUIPMENT LIMITED (ACE) is India’s leading material handling and construction equipment manufacturing company with a majority market share in Mobile Cranes and Tower Cranes segment. In addition to Mobile Cranes, ACE also offers Mobile/Fixed Tower Cranes, Crawler Cranes, Truck Mounted Cranes, Lorry Loaders, Backhoe Loaders/Loaders, Vibratory Rollers, Forklifts, Tractors & Harvesters and other Construction Equipment. 2. Its  Equipment are successfully used in many sectors like Infrastructure Construction, Power Projects, Ports & Shipyards, Dams, Metro Rail, Roads, Mining,Steel Industry, Engineering Industry, Railways, Cement, Petroleum, Defence, Chemicals & Fertilizer Plants, Warehousing, Logistics, Building Construction etc., 3. A healthy promoter holding of 73.10 % as of 31st March 2017, shows the confidence that promoter have in this company. Edelweiss Oppurtunity fund  al...

RAM RATNA WIRES (GROWTH COMPUNDING QUARTERLY)

RAM RATNA WIRES Pros Headed by Shri Rameshwarlal Kabra having experience of nearly 48 years in enameled copper winding wire and cable industry, with its leading and trusted brand in winding wires, RR Shramik is the leading manufacturer and suppliers of winding wire in the electrical equipment industry Promoter owns 73% of the company, another 10% by anchor investors, only 17% is owned by around 4000 shareholders. Company is engaged in manufacturing of enamelled copper winding wires DEBT Company though is debt ridden, but is having enough cash flow to pay interest on debt.Long term debt of the company is very low. Short term debt keeps fluctuating q-o-q and company has been able to quite comfortably service it. Also, the credit rating has improved. Which means, interest will reduce. If you observe last 6 quarters, profit margin is increasing and interest on debt is reducing. Govt focus on infrastructure development, affordable housing, Make in India is positive fo...