GTL and GTL infra

Its panicky situation for GTL twins and things are looking worst seeing the interest rate, People who bought for short term should book the loss and get out on the little highs, Here is some more information for the same -

http://www.firstpost.com/business/why-gtl-infra-is-still-an-ugly-duckling-for-buyers-29481.html

Thanks.

keep sense while Janata panick

"keep sense while Janata panick"  this is the very first golden rule of investing and this is the time to keep this rule in your back of mind. Next few weeks are going to be turbulent and I would advise my readers to be patient and not to get panicked by any unconfirmed news. Whenever you observe overreaction don't think too much just analyze the scrip on basic parameters without any preconceived notion and then decide, you might end up making quick bucks, remember volatility provides lots of opportunity. And forget about the bottom fishing you will never get to know where the bottom is, it will come and go and you would just keep waiting. Do your analysis based on the basic parameters of investing and jump in, who knows later you might be saying Ohhh man This time I invested at extreme bottom :)

Under multibagger series hers is the list of stocks which I've recommended so far, after lots of volatility they are still near about the recommended prices. Now recent fall makes them even better buy and that too with the margin of safety.

KS oils recommended at 19

Hanung Toys & Textiles Ltd recommended at 150

Nagarjuna Agrichem Ltd. recommended at 110 

Parenteral Drugs (India) Ltd. recommended at 112

Thanks.

For short term

GTL ltd and GTL infra

Today GTL ltd and GTL infra both are down 57% and 40% respectively and after clarification from management I don't think there is anything sinister. This kind of fall happens because of margin calls trigger and whenever that happens it is followed by super recovery. Readers who are bit risk takers can buy this and if this turned out well can give good returns in very short span.


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Multibagger

KS oils

Current price – 19

Target – 50

Timeframe – 2 years

K S Oils is a leading integrated edible oil company and is the trusted name behind renowned brands like Kalash, Double Sher, K S Gold, among others. Our consumer brands and products in mustard oil, soybean oil and palm oil are a household name with Indian consumers who use our oils regularly as a healthy cooking medium. A leader in mustard oil in India, K S Oils today enjoys 11% market share in the overall mustard oil segment with a dominant 25% market leadership in branded mustard oil. 

Today it has fallen because of Mauritius panic and whenever such a event occurs it presents the opportunity to buy.  Buying it now can prove to be a value investment as its trading at PE 3.7 and with the comfortable level of debt.

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Multibagger

Hanung Toys & Textiles Ltd

Current price – 150

Target – 400

Timeframe – 2 years

In 1990, Ashok Kumar Bansal, a qualified chartered accountant started Hanung with Rs 25 lakh borrowed from his father. He initiated a technical collaboration with Korea's Hanung Industrial Co. He also adopted the Korean company's name for a simple, practical reason. "India was not associated with quality products then," And now Hanung is India’s largest Manufacturer and Exporter of Soft Toys Decorative Cushions & Children’s Room Furnishings. Apart from these products, Hanung has recently launched a wide range of Home Furnishings in various fabrics, colors and designs.

With an area of 75,000 Sq. Feet and 426 machines, Hanung has a production capacity of 110 Lacs Pcs/Annum. Complete In-House Designing, Production, Finishing and Packing, Container Loading & Dispatch Facilities. Over Eight Thousand Designs, and growing. Clients include all big retailers in US and Europe and domestic market is growing rapidly too.

One of the biggest reasons for Hanung's success is its cost management strategy. It saves on raw material by entering into long-term contracts with suppliers. Its plants are located in tax-free and special economic zones, leading to substantial tax savings.

Entry into the home furnishing sector has augured well and the ratio has been improving towards furnishing from toys and this seems to be the next growth driver for the company. Company has forayed into home furnishing retail under the name “Splash” which If worked out well then can take Hanung by places, Even if this does not then also there is no reason not to invest in this company as we are seeing huge investment in Indian retail coming up and consumption is also growing and all these is enough to catapult hanung to the next level.

Valuations - Considering all these facts this looks like a value stock at current levels of 150 and can become the multibagger in the years to come. At 150 PE comes out to be 3.14 and does have a value. Debt is on bit higher side and that’s the reason of its fall to these levels but to me its an opportunity to buy. Management has been showing great sense of capital management for many years now and I’m sure will sail through this very well.

Concerns – In media there has been reports of promoters being involved in stock price manipulation. That’s the inherent risk associated with every small cap stock, almost every smallcap promoter does that and that’s why you see these at even PE of 3 despite exponential growth in past years.

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Keep an eye on this one

Bliss GVS Pharma Ltd.

The company's most unique product is 'Today' Vaginal Contraceptive, a safe female contraceptive aimed at furthering planned parenthood and is also an established method for preventing conception.
It's manufacturing facility situated at Palghar (approx. 90 kms away from Mumbai City) in an Industrial area which is well-developed with all Infra-structural facilities. The plant aims to be as the most modern and one of its kind in Indian sub-continent, to manufacture suppositories.
Before taking a decision on investing in this little pharma gem let's go through few other parameters. Last quarter results have been disappointing and that's why stock has come down to sub 23 levels and may go down further a bit. Fundamentals are good and currently trading at PE of 5.6, DE as low as 0.05 and dividend yield is at nearly 1.5%.  
Be watchful for this share, don't jump right away, seeing the global conditions and commodity prices and inflation I think we should get it at lower levels.

Thanks.

A good consumer stock

Hitachi Home & Life Solutions Ltd.
Current price – 195
Target – 320
Time frame – 1 year

India is globally known for its huge consumer growth and increasing consumers in higher segments. 10 years before only high end people use to afford AC and mobiles now its becoming very common. Outsourcing jobs has created a all new era of consumerism and people in India have stared going for quality over price and this number is increasing day by day.

Hitachi has its niche in domestic AC segments and is known for its quality and hitachi really stands out amongst its competitors likes LGs and Samsungs. As per the recent announcement made by the company Hitachi is reaching for a 12 percent share of the Indian air-conditioner market by the end of 2011.Hitachi currently holds a seven percent share by volume - and a ten percent share by value - of the domestic AC market that sold about 3.2 million units last year and is valued at Rs 5,500-6,000 crore, growing at over 20 percent annually, said the company. Company execs unveiled Hitachi's new offerings for the 2011 season that strengthen its affordable lineup and also add models to its premium segment.The split and window AC models launched for Kolkata on Wednesday range from Rs 19,990 to Rs 49,990. The company, known for its relatively high end offerings, was stressing on the "mass premium" segment with the new entrants, officials said.By the end of the current year, the company wants to take in 10 percent of the AC market by volume and 12 percent by value, Managing Director Motoo Morimoto said. Hitachi also plans to expand its production capacity since it will exhaust the current volume of 4 lakh units annually within this year. The company already owns two facilities in Gujarat and Jammu and said it will announce expansion plans by March end. 

Valuation wise its currently trading at single digit PE which is very rare for any consumer company with quality management, DE ratio is as low as .4. These all factors make it a good buy at current level of 195, though in the current volatility stock can go bit lower but in the long term its a good story to buy.

Thanks.