GANESH HOUSING - REAL ESTATE PLAY FOR LONG TERM

SALASAR TECHNO ENGINEERING

SALASAR TECHNO ENGINEERING - (Telecom, Power, Railway, Solar) - A company with excellent business prospects and Pricing Power PROMOTER STAKE- 74.98% FV-10, EQUITY-13.29 cr ROCE- 30.5%, ROE- 19.38% PE- 18,EPS- 16, BOOK VALUE-110 CMP- Rs 300/- Incorporated in 2006, headquarters at New Delhi, Within ten years, Salasar emerged as the country’s leading provider of steel and infrastructure solutions, with operations around the globe. It is among the leading manufacturers of Telecom Tower in India with more than 20,000 towers since inception. The Company has three state of the art manufacturing facility located in Hapur, Uttar Pradesh. Area Of Work Salasar Techno Engineering provides customised steel fabrication, infrastructure solutions for telecommunication and transmission towers (engineering, designing, fabrication, galvanization and deployment). It manufactures and provide utility poles to our customers for different uses such as high mast poles, lighting poles, s...

NESCO

MEET AND GREET-NESCO Market Cap.: ₹ 3535 Cr Current Price: ₹ 2520 Book Value: ₹ 585.34 P/E: 20.61 Dividend Yield: 0.34% Face Value: ₹ 10 Promoter Holding - 68.17% Low Float, Small Equity, Huge Reserves, Positive Cash Flows, Debt Free, Money Spinning Business Model with very less competition - A Blockbuster Recipe for Multibagger- Meet and Greet NESCO. ABOUT NESCO has an exhibition centre by the name Bombay Exhibition Centre, head quarter at Goregaon, Mumbai. The 5 lakh square feet Nesco complex, the registered office of the company, was set up in the year 1992, and it holds the distinction of being the largest exhibition centre in India, hosting over 500 national and international exhibitions, trade fairs and events. PROS 1. The Company is into the business of building private IT Park and providing the space on license basis. It has constructed three commercial buildings. Building IV would be completed by June 2018. If the company completes the bui...

RELAXO FOOTWEAR - ECONOMIES OF SCALE

My article on Relaxo is based on Sanjay Bakshi's thesis on the company way back in 2008 Relaxo is a low cost player, and its not easy to drive it out of the industry. Infact, it is a disruptor. By keeping margins low (due to high spent on ad and publicity), Relaxo is likely to keep competitors at bay. And because of its efficiency (as reflected by high turnover ratios), the company can still earn a very respectable ROE. Two things that explain Relaxo’s ability to earn high ROEs on a sustainable basis are brands and low cost advantage arising out of scale. So it enjoys a strong moat. This is not a business that is going to become obsolete anytime. Unlike high technology businesses neither will people go back to being barefoot, nor will the technology involved in this business change. And we love to invest in such businesses because they are so predictable. Relaxo is how it’s moved up the value chain over the years. Many many years ...

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