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.

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Multibagger

Nagarjuna Agrichem Ltd.
Current price – 110
Target – 300
Time frame – 1.5 years


Agriculture has been an integral part of Indian growth story and pesticides as a business has always been investors' favorite. Recently I've been to my village and saw a pesticides bag at my home and I got curious to see the manufacturer's name and guess what, it was - Nagarjuna Agrichem Ltd. And this was the first time I started following the company's performance.

Last fiscal has been dismal and especially the last quarter, company has been struggling with the issues like strike and because of that there have been closing down of the plants and low output. These issues have been sorted out now and plant is up and running now.

Next fiscal is expected to be much much better and given the sector which it operates in it is all set be part of India growth story, and I'm assured that this will turn out to be multibagger in the coming years. Book value being at 135 and DE ratio at comfortable level of .9 and dividend yield at amazing 5% this one is worth investment.


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Multibagger

Parenteral Drugs (India) Ltd.
Current price – 112
Target – 400
Time frame – 1.5 years

Parenteral Drugs (India) Limited is one of the leading and fastest growing healthcare company, that has constantly followed a path created by its own will, hard work and determination. PDPL is involved in research, production and manufacturing of pharmaceutical products viz. intravenous infusion, tablets, capsules, liquids syrups, injections etc.

March 11 quarter results have been disappointing and that's the reason you are seeing this stock at such an attractive price. First three quarter results have been good but the last quarter negated all and full year result came to as low as 8 cr. Promoter holding is on the higher side at 70% and seeing the past performances this stock is all set for next bull run.

Here I strongly advise to invest in this stock at current price, In a year or 2 this is all set to be a multibagger.


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One more solid bet in pharma

Bilcare Ltd. 
Current price – 379
Target – 800
Time frame – 1 year

This one is really solid bet in pharma sector giving consistent performance year after year, this one is a must have in the pharma pack.

An R&D driven organization, Bilcare Research focuses on developing cutting-edge solutions that enable the pharmaceutical industry to realize significant qualitative and measurable cost and time benefits in the 'drug discovery to market' value chain.
Bilcare Research has a global footprint with modern manufacturing and R&D plants located across U.S., Europe, India and Singapore. We work with leading pharmaceutical companies across the globe to address their challenges. This includes not only bolstering the drug discovery pipeline through innovative products, processes and services, but also improving the efficacy of pharmaceuticals and drug delivery through innovative solutions in packaging. Our novel brand protection and management technologies aim to ensure that safe and genuine medicines reach the hands of consumers.

Valuations - PE -10, DE - .56, Book value - 344. Amazing management, 1% dividend yield.

This one is a must buy, don't miss out on such a wonderful opportunity at such a price.


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Pick from pharma

Venus Remedies Ltd.
Current price – 200
Target – 400

Time frame – 1 year

Pharma sector has been the pick of the investors in the India growth story. Pharma has been as strong as technology sector and following almost the same successful model  for their business. Here is one very good pick from pharma secor - Venus Remedies Ltd. The very first reason to invest is the valuation. Stock is at 200 levels and PE is 3.74 and on top of that promoters have increased their stake substantially from 25 to 30%. Debt equity ratio is at comfortable level of .8 and book value is at 212. I don't write long stories praising the stocks and here already mentioned the points and if these looks convincing to you then go ahead and buy it, you won't regret it.

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This is the time....

Hi,

Right now every one looking too bearish on the Indian markets. Interest rates are almost at peak and I don't think its going to get any further. Inflation is also seems to be in its high level zone as it usually remains feb -may almost every year. I feel this is the last cycle of worst happenings and things are going to get improved hereon, be it interest rate or inflation or crude, I reckon this is the best time to invest.

As it is expected that commodities will go down that would propel earnings to higher side and that will auger well for boosting the sentiments. In the end I would advise to average AK capital at 325 levels.

Thanks.

James bond of bond market

AK capital
Current price – 400

Target – 800

Timeframe – 1 year

Pioneer in the Fixed Income Money Market segment of Indian Capital Markets, AK Capital holds an unparalleled track record in management of Public and Private Placement of debt instruments and is also known for Management Consultancy. Recently AK Capital is ranked 12th among the top 100 fastest growing small companies by ET Intelligence Group.

Last nine months profit being at 46 cr. it is expected to close the year with 60 crs of net profit and market capital is just 268 crore. It is really worth putting your money in the leader in its segment at these valuations.  

Thanks.