IS FED CUT INDIACATES MORE PAIN?

IF FED CUTS INTREST RATES TO DAY . IT SEEMS THAT US IS IN DEEPER PROBLEM.

IF NOT CUT TODAY MARKET MAY FALL BUT RECOVERS LATER.

IF HE CUTS INTREST RATES. MARKETS MAY GAIN INITIALLY FALLS LATER


SO WAIT FOR CLEAR INDICATION

ENOUGH MR. BEAR U DID TOO MUCH AGAINEST POOR BULLS

MARKETS ARE HAMMERED TO MUCH ON BEHALF OF AMERICAN CRISIS & RELIANCE ISSUE.
BE POSITIVE. TREAT SHARE MARKET AS CULTIVATION.

WHAT HAPPENS IF U DO NOT HARVEST CROP AT THE RIGHT TIME FEARING THAT YOU MAY NOT GET THE SAME KIND OF CROP NEXT TIME? THE FULLY GROWN CROP WILL ROTTEN.
ITS THE SAME WITH OUR MARKETS!

ALWAYS BUY SHARES FOR(AT LEAST) THREE MONTHS TIME(ONE QUARTER).
AT LEAST NOW, BUY SCRIPS WITH STRONG FUNDAMENTALS.
DON'T GO FOR FUNDING. IF MARKETS FALL 30-40% AS WE HAVE JUS SAW, U WILL BE LEST WITH NOTHING.
SO PLEASE BUY WITH ONLY YOUR MONEY. DO NOT BORROW !!!!

BUY SHARES LIKE MRF WHICH IS TRADING AT 12 P.E WITH BOOK VALUE OF 2000 RS AND HAS FREE CASH OF 459 CR IN BOOKS AND ALSO HAS A HUGE BRAND VALUE.
IT IS CURRENTLY TRADING AT 4700 RS. ITS VERY RECENT HIGH IS 9000 Rs.
Its expansion programme would add Rs 1,000 crore to its turnover.

MARKETS BOUNCE BACK

MARKET PULL BACK COMES STRONGLY BUT EXIT YOUR POSITIONS .

NO FRESH NEWS FOR MARKETS FROM TOMORROW SO BE CAREFUL

MARKET FACE RESISTANCE AT 5184 5300 5500 5676 5750. LEVELS

JUST BUY WHAT EVER U SOLD

MARKET HAS BOTTOMED OUT .AT 5677 SO BUY THE STOCKS WHAT EVER U SOLD

MARKET WILL COME BACK TO 5950 LEVEL BEFORE MARKET CONSOLIDATION AT CURRENT LEVELS .

BSET SCRIPS TO BUY

1. KLG SYSTEL

2. K C P

3 BILCARE

4. ROHIT FERRO

5 AVANTEL



AND buy SESHASAYEE PAPER & BOARDS LTD

it has posted 39cr for nine months on a equity of 11.25 cr

it will post 60cr minimum for full year


so expecting 55-60 e.p.s for full year. so now it is available at 3.8 p.e when index quote at 20 p.e

paper industry quoting at 10 p.e .if it reach at 7 p.e it should quote at 420 so expecting price should double with in a 4 months time (before full year results)


just buy


and short term buy sql star u get 10rs with in a months time.

Flat Products Equipments (India) Ltd.

Milestone:

1978 Cold rolling mills with electormechanical screwdown.

1982 Cold rolling mills with hydraulic screwdown and automatic gauge control systems.

1982 2-high skin pass mill with hydraulic pressure control.

1984 20-high Sendzimir cold rolling mills with hydraulic AGC for narrow widths.

1987 Galvanising lines wet flux type. 1989 Stretch levelling machine.

1989 20-high Sendzimir cold rolling mills with hydraulic AGC for wider widths.

1989 6- high Sendzimir cold rolling mills with "Mill Management system".

1989 4-high skin pass mill with stretcher leveller for wider strip width.

1993 6-high Sendzimir cold rolling mill with "Mass Flow AGC System" integrated with "Mill Management System".

1994 4-high aluminium cold rolling mill with "Flatness Control System" 1700 mm wide at 800 mpm (widest mill built in India).

1995 4-high cold rolling mill 1270 mm wide 1200 mpm with constant mass flow hydraulic AGC and mill management system. (Fastest mill built in India).

1995 4-high skin pass mill 1270 mm wide 400 mpm with hydraulic load control with elongation measurement & control.

1996 6-high cold rolling mill 1000 mm wide, 1000 mpm with hydraulic AGC and intermediate roll shifting arrangement. (Designed and manufactured in India).

1999 L shaped non ox furance type continuous galvanising line for 1250 mm wide, 2mm maximum thickness HR & CR galvanising 2,50,000 tpa capacity. (Largest line designed and built in India).

2000 Horizontal non ox furnance type continuous galvanising line.
2003 - High speed Galvanising, Galvalume & Colour Coating Lines.



Flat Products Equipments (I) Limited, now a public limited company, traces its origins to a proprietary organisation established in 1978 by Mr T. R. Mehta, a Gold Medallist in Metallurgy, and also a recipient of India's prestigious Metallurgist Award "India's Man of Metal", Mr T. R. Mehta established this company with an initial name 'Precision Equipments' to manufacture cold rolling mills and its related equipments. The company speeded up the cold rolling industry in India through development of indigenous and appropriate technology which otherwise would have depended on imports at prohibitive cost.

Flat Products Equipments Pvt. Ltd. was incorporated in 1986 and earned a reputation for itself in its field and went public in the year 1993. While searching for new technology and know-how FPE believed in partnership with foreign technology suppliers to enable itself to effect necessary modifications and improvements to suit different conditions. As the industry grew in size and complexity, the company redefined its business to include broader spectrum of cold rolling mills, processing lines and auxiliary equipments.Today, Flat Products has grown to a multi-product, designing, manufacturing and contracting organisation with a turnover of Rs.1800 Million ( US $ 39 Million ), employing about 350 people.

Flat products Equipment (I) Pvt. Ltd became the first and only company in India to export cold rolling mills to Europe, USA, Korea, China, Mexico. and other developing countries of the world - not only earning valuable foreign exchange but also saving the outflow of foreign exchange by import substitution and working towards making India self reliant and proud in the international market. This success is the result of the ceaseless pursuit of excellence in our endeavour and painstaking efforts of our team, earning a credible reputation for our organisation in the international market.


OPERATIONS

During the year it has achieved turnover of Rs.529.32 Crores against the preceding years of Rs.295.27 Crores. The Sales includes export sales of Rs.342.84 Crores against previous years Rs.211.09 Crores

The companys main thrust have been exports and have exported to countries like Colombia, UAE, China, Koria

Malaysia, Morrocco, Turkey, Bangladesh, Egypt, Kenya, Iran, Vietnam, Japan & Ethiopia during the year. The profit after tax for the year is Rs. 15.29 Crores against Rs.2.18 Crores for the previous year.

and it has paid 100% dividend

for the firest half it has posted 229.4 cr turnoverand made profit of 7.69.as againest 152.4cr turnover and1.84 cr net profit

so i am expecting this year 750 cr tunover and profit of 25 cr net profit

you know Free cash flows are at 32.87cr and bank balance is19cr.

expecting bonus or 200% div from this company .so buy for next 4months (for full year) u will be rewarded by 100% profit .


only negitive for this company is
07 06 05 04 03 YEARS
Sundry Debtors 137.64 115.54 78.48 83.37 65.27 CR.

JUST SELL UR STOCKS AND BUY AT LOWER LEVELS

I AM EXPECTING MARKETS TO GO DOWN (NSE NOW 6250 EXPECTING 5750 IN SHORT TERM BEFORE BUDGET.BSE 19.000 LEVEL SO BE CAREFUL.

SO NO FRESH RECOMMENDATIONS.

Trent

ProfileEstablished in 1998, Trent operates some of the nation's largest and fastest growing retail store chains. A beginning was made in 1998 with Westside, a lifestyle retail chain, which was followed up in 2004 with Star India Bazaar, a hypermarket with a large assortment of products at the lowest prices. In 2005, it acquired Landmark, India's largest book and music retailer.
In a recently signed deal,

Trent has agreed to anchor 12 malls set up by DLF Universal Ltd across the country, at its Westside, Landmark and Star India Bazaar outlets. This amounts to about 27 locations, totalling to about a million square feet of space.
Areas of businessTrent retails garments and household accessories for men, women and children, cosmetics and perfumes at Westside, food, beverages, health and beauty products, vegetables, fruits, dairy products, consumer electronics and household items at Star India Bazaar and books, music and stationery at Landmark.

WestsideWestside has 25 outlets across 17 cities in India offering a variety of designs and styles in garments, footwear and accessories, as table linens, artifacts, home accessories and furnishings. Well-designed interiors, sprawling space, prime locations and coffee shops enhance the customers' shopping experience.

Star India BazaarLaunched in 2004, Star India Bazaar provides a large assortment of high quality products made available at the lowest prices coupled with a unique shopping experience. Star India Bazaar is located in Ahmedabad and offers a wide choice of staple food, beverages, health and beauty products, vegetables, fruits, dairy products, consumer electronics and household items at the most affordable prices.LandmarkTrent has also recently acquired a 76 per cent stake in Landmark, one of the largest books and music retail chains in India. Landmark commenced its operations in 1987 with its first store in Chennai, and now has nine stores in the major metros of the country.

Earlier Landmark was focused on books, stationery and greeting cards. In 1996 it added music to its product portfolio and also started the trend of stocking curios, toys, music, CDs and other gift items.


Trent Ltd has announced that the Benetton Group and Trent Ltd., a Tata Group Company, have joined forces in a strategic partnership for the Sisley brand's commercial expansion in India. The agreement was signed on September 18, 2007 by Alessandro Benetton, deputy chairman of Benetton Group, and Noel Tata, Managing Director of Trent Ltd.

Under this agreement, the Company will open and manage a number of Sisley stores in India's major cities. The first shops will open over the next few months, starting with the top shopping streets in two of India's most dynamic cities: Hyderabad and Bangalore.
The new partnership will enable the Group to boost its presence in India, a key market for the entire continent, where it has been operating for over 15 years and already counts more than 141 United Colors of Benetton shops.

The Company has over a decade of experience in the Indian retail industry with an existing portfolio of 39 stores across 3 formats targeting the value / mid - market segment. The Company today operates the Westside departmental stores; Landmark, the largest books & music retail chain in India and Star Bazaar, its chain of hypermarkets.
Adds Noel Tata, "Our existing operations, across three diverse retail formats, have given us key insights into the business and the Indian consumer. The partnership with the Benetton Group gives us the opportunity to tap the burgeoning premium segment of consumers. We believe that Sisley has a high potential for growth and we will leverage our experience to optimise the tremendous opportunity."

agreement comes only a few months after the launch of Sisley's first three pilot stores in Delhi which were an immediate and significant success with Indian customers and these 3 shops will be directly managed by Trent.
Sisley has more than 850 stores around the world. Its collections, distinguished by their strong fashion content, reflect the latest trends of the season. Slsley offers a wide choice of clothes for men and women, and this winter launches a new range that is even richer and more sophisticated: Sisley Limited Edition.


buy this stock for a target 1000 rs in next 4 months

Revathi Equipment Ltd. TOP RATED STOCK FOR NEXT TWO YEARS

presenting the Thirtieth Annual Report :

----------------------------------------

Performance Review :-

Your companys focus on development of new products and new markets continues with more investments being made in this regard. A number of new drills both for domestic and export markets have been developed and some more are in progress. The progress in development of concrete equipments has been good as we are now able to offer a basket of products to the market comprising of Transit mixers, concrete pumps and batching plants; some more variants are being introduced this year.

Business Environment

Revathi is engaged in supplying product needs of infrastructure sector. The blast hole drills are essential for production of coal, iron ore, lignite etc.; the major requirements come from coal mines. Revathi has now started offering a wider range of concrete equipments comprising of batching plants (that prepare the concrete mix), transit mixers (that transport the concrete mix) and Concrete pumps ( that lift the concrete to desired height )The product variants are being expanded to meet current and emerging needs of our customers.

The business outlook for domestic business for Drills appears to be encouraging based on indications of requirements of various customers for the year. Construction equipments are expected to make their meaningful presence in the market this year.

Your Companys association with Bucyrus International, U.S.A. in development of various sizes of Drills which increases their range of offerings and meets their market needs of such Drills. These Drills have undergone thorough testing and have been demonstrated to different customers. Bucyrus is confident of sourcing from your Company.

The orders on hand for export approximate Rs 220 millions. The demand trend in world market is strong and our customers expectto increase their demand for our Drills in ensuing years.
US $ depreciation is a cause of concern though we stand protected substantially for the year. We propose to take necessary steps to minimize the currency impact.

The growth initiatives undertaken in last two years and continued focus thereon during the year should start yielding results from this year onwards. These initiatives together with some other initiatives should show us in a different light in years to come.

The expansion of our facilities is in progress to allow us to increase our throughput to meet our projected volumes. We are also in the process of finalizing a separate facility for concrete equipments to provide for future needs.

While we expect to increase our sales substantially, the growth in profitability will be less than pro rata because exports will yield hardly any spares and concrete equipment will contribute at lower rate, being the first year of full range introduction.

Associate Companies:

Your company made two strategic investments during the year.

Monarch Chemicals Private Ltd.

company engaged in specialty chemicals and your Company acquired a 26% stake therein.

Monarch has carried out substantial expansion as well as consolidation of its capacities at asingle location. Further capital expenditure is entailed to add capacities by installing add on equipments and to add facilities for other products. The part benefit of expansion has resulted in more than doubling the sales during the year. (THIS MAY COME TO PUBLIC NEXT YEAR)

Potential Service Consultants Private Limited, Bangalore is an Engineering Design services company, providing total engineering solutions to building / Construction sector.

Your company has acquired a 40% stake in the company and has agreed to acquire another 11% stake on pre- determined basis by July 2009. The company is largely Bangalore centric with some operations in Hyderabad and Chennai. It recorded a substantial jump in sales of 61 % and the profit growth was impressive.

We expect both the above companies to record robust growth.

These investments are in the nature of permanent investments. Your companys philosophy is to partner for life and help the original promoters grow the business to a different level. Both shareholders agreements provide for certain management control rights. We have accordingly consolidated the results.

Business Outlook and Prospects for FY 2007-08

We expect the coal mining sector and construction sector to continue to grow at an accelerated pace to meet the growing infrastructure needs. India is seen as a cost-effective source for many overseas buyers and with improvement in Indian quality standards, overseas buyers are willing to work in partnership with Indian companies. Your company is exploring various opportunities for improving its global reach. Your company is contemplating to enter into collaboration arrangements with overseas companies for new products in the field of construction and mining.
The financial year 2007-08 is a year of consolidation which should reflect the results of efforts made in the recent past. Risks and Concerns:
Macro economic and industry outlook are encouraging. However inflationary pressures, power shortages and political uncertainties can change the situation substantially. Cost increases in raw materials, transport costs, infrastructure deficiencies like lack of roads, power, availability of shipping space in time, currency effect are some of our major concerns

Website: http://www.revathi.co.in/

BUY THIS STOCK ON EVERY DECLINE BY 2010 THIS WILL BE 5000 rs STOCK.

STOCK RESISTANCE AND SUPPORT LEVELS
1150-1206-1367-1456-1518-1670-1916-2068-2191.50-2295-2315-2489-2700-3357-4400-
5045.63

(ALWAYS WATCH Consolidated Results FOR THIS COMPANY)

CAUSION:-DONOT EXPECT ANY BONUS AND SPLIT FROM THIS COMPANY

Fashion biggies buy India's garment story

BANGALORE: An appreciating rupee isn’t deterring global fashion biggies from reposing their faith in India’s garment story. Just as the currency blues impact India’s $9 billion worth garment exports, apparel giants like Diesel and Hugo Boss and Liz Claiborne are seen stepping up their sourcing from the country. Diesel’s wholly-owned sourcing subsidiary K-Bit has set up a domestic arm located at Chennai to increase its exposure in the Indian market.Another global peer Hugo Boss is reportedly considering a foray into India’s apparel sourcing industry and has had discussions with several suppliers, including Madura Garments and Hyderabad-based Pokarna Fashions, sources said. Liz Claiborne, which has a relatively small sourcing base for its Mexx brand in Bangalore, is likely to expand operations to cover other group brands in the next six months, sources added.According to industry observers, the move by Hugo Boss, Diesel and Liz Claiborne, amongst the world’s cutting edge fashion brands, is a significant step towards India’s emergence as a value-added garment exporter. In fact, Italian fashion powerhouse Diesel has split its Asian sourcing operations, hitherto headquarters in Hong Kong, in a bid to focus independently on India.Speculation is also rife that Hugo Boss, which has conducted several field visits in recent months, could look at setting up an export unit in the country even though many industry observers remain sceptical about it. Interestingly, till a few years back Hugo Boss had vehemently ruled out looking at India owing to domestic labour issues.Diesel, which currently sources garments worth roughly $18-25 million from India, is looking at hiking its India exposure in the non-denim business. The Chennai-based sourcing management company Fifth Avenue, which has been associated with Diesel’s domestic sourcing, will continue to assist the Italian brand’s efforts to scale up operations, sources added. Diesel, which produces its mainstay denim only in Italy, is currently sourcing garments worth $80 million from Asia, and mostly from China.And there are more international brands queuing up for sourcing from India, either through vendors or through wholly-owned units. German kidswear brand Kanz, Ireland’s biggest linen manufacturer Baird McNutt and Finnish textile major Ahlstorm are buying into the India garment story at a time when value / volume clients like UK’s department store chain Next Plc are re-looking at the viability of India sourcing owing to a volatile currency.India is likely to attract a lot of top end players who are not into currency play. A super-premium European brand will see value in India’s artisanal quality and will absorb a spike in currency. There are brands out there with a belief that probably only India would be able to replace the level of garmenting sophistication seen in a European market like Italy, for instance, says Darshan Mehta, CEO of Reliance Brands Pvt Ltd, and an apparel industry veteran.The ongoing garment industry churn fuelled by the rising rupee, which has seen order flow drop as US-based volume players flee, has freed up a lot of quality manufacturing capacity in India. Kanz, for instance, along with its local retail partner is scouting for a manufacturing base in Tirupur, which has seen the volume business drop significantly in recent months. Garment exports from India are likely to remain flat in rupee terms, though it could grow at around 10-12% when measured in US dollars.Further, the financial incentives unfurled in SEZs, and a nagging fear that China could turn dearer in the near future, is also aiding the move by international brands to consider an export base in India. The concerns on China mainly centre around a possible spike in labour costs, withdrawal of government subsidies, or even a possible correction in the long depressed yuan. The entry of Irish linen maker Baird McNutt, European intimate wear brand Triumph and Finland’s Ahlstorm should be seen in this context.Apparel Export Promotion Council of India director Vijay Malhotra said that Andhra Pradesh and Tamil Nadu are emerging as the most attractive states for foreign firms. They are mostly looking at setting up base in upcoming SEZs and this is mainly because of the incentives they are getting from the state governments,he adds.Major Sri Lankan exporters like Brandix and Continental Fashions have already re-located or expanded their operations in India, mostly in these two states. An added attraction for some of these international players may be the emergence of the domestic retail market. A brand like Kanz would find it imperative to develop a local manufacturing footprint as it taps the local market, besides making Tirupur an export hub.



source: http://indianexportnews.blogspot.com/