Neelamalai Agro Industries Ltd BUY 750.00

23-07-2014

Neelamalai Agro Industries Ltd 

Neelamalai Agro Industries Limited engages in the production and sale of tea in India and internationally. The company is based in Coonoor, India. Neelamalai Agro Industries was incorporated on April 21, 1943 as a plantation company based in the Nilgiris. The company was earlier known as Neelamalai Tea & Coffee Estate & Industries, it got its present name on November 17, 1986.  

 The main estates under the company are Katary Estate and Sutton Estate.

Company is virtually debt free.

Stock is trading at 1.18 times its book value

Stock is providing a good dividend yield of 5.69%.

Company has a good return on equity (ROE) track record: 3 Years ROE 29.70

Market value of investments Rs.93.45 Cr. is more than the Market Cap Rs.44.10 Cr.

Company has been maintaining a healthy dividend payout of 44.55%  

                         COMPANY HOLDING STOCKS

AVT Natural Products Ltd. (Face value Re.1/-)  30,45,680 *44=             13.4CR

UNQOTED INVESTMENTS :

AVT McCormick Ingredients Pvt. Ltd. (*)                   31,50,000           3,15,00,000

Midland Corporate Advisory Services Pvt Ltd. (*) 2,50,000               25,00,000

Midland Natural Pte Ltd. (US $ 1/Share) (*) 2,00,000                         100,20,000

AVT Infotech Private Limited (*) 10,00,000                                      1,00,00,000

Value of Land                                                                                   2,69,81,805

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

                                           TOTAL                                                          7.3CR

MUTUAL FUNDS INVESTMENTS       AS ON 31 MAR 2013                                                                  13.15CR

Aban Lloyd Chiles Offshore Ltd.                                          3,000 *770     

Tata Consultancy Services Ltd. (Re. 1 /- share)                     2,432 *2586

Great Eastern Shipping Co. Ltd.                                            1,800*361

IL & FS Investment Managers Ltd.                                       16100*26

IL & FS Transportation Networks Ltd.                                 1,000* 234

Nava Bharat Ventures Ltd. (Rs 2/- Share)                             750*245

NHPC Ltd                                                                             4600*23.5

Noida Toll Bridge Co. Ltd.                                                   18,400*33.

Escorts Ltd.                                                                            14100*125

MOIL Limited                                                                        1840*303

Piramal Enterprises Ltd                                                           1720*630

JK Paper Ltd.                                                                           3,200*34.5

Zodiac Clothing Co. Ltd.                                                          300*383

Amtek Auto Ltd                                                                        550 *242

E.I.D Parry (India) Ltd.                                                             1,080*197.7

Sonata Software Ltd                                                                  5,000 *76.9

SRF Ltd                                                                                      460*576

TOTAL AMOUNT                                                                     15.42CR

ENTIRE INVESTMENT -      ABLE TO CALICULATE WAS  49.27CR

 BUT MCAP OF THE ENTIRE COMPANY IS         46.CR                                    

  

EQUITY IS ONLY -63 LAKS 
BOOK VALUE --623.5
EPS-                75.55

52 Week High/Low: 1149.55 / 735.05

BUY ON EVERY DECLINE FOR LONG TERM INVESTMENT   

MARKET LOT IS 100 
STRICTLY FOR LONG TERM INVESTMENT

DISC: NOT HOLDING ANY STOCK RECOMMENDED FOR  INVESTMENT PURPOSE ONLY
 
 

Marico Kaya Enterprises Ltd

15-07-2014

BO0OK PROFIT ON MARICO KAYA AT 310.00 LEVELS WILL WAIT FOR NEXT QUARTER RESULTS THEN WILL BUY AGAIN .RECOMMENDED AT 215.00 LEVELS

12 RULES TO INVEST WISELY

                                                        

Rule 1: Invest regularly

It is important to save and invest regularly throughout various stages of your life. This helps you provide for various goals like buying a house, children’s higher studies and marriage, retirement and many others. Most of these goals require substantial money upfront in order to be fulfilled. Since it is difficult to raise a large sum of money at short notice, it is important to invest regularly and in a disciplined manner over time, to fulfill your goals.

Rule 2: Start investing early in life (and get the power of compounding to work for your investments)

When it comes to investing your money, it is always better to start early in life. The earlier you start investing the more will be your return on investment due to the effect of compounding. The compounding effect helps you earn interest over interest. You can build substantial wealth by investing small amounts regularly over a long period of time.

Rule 3: Never try and time your investments basis tips, market trends or economic outlook

Everyone wants to enter the market at the lowest level and exit at the highest. But it is very difficult or rather impossible to time the market. Instead of making investment decision on the basis of tips, market trend or economic outlook, you should consider the fundamentals of the investment instrument and invest regularly. A disciplined investment approach will help you meet your various financial targets of life.

Rule 4: Inflation and Taxes will eat into your returns. Therefore know your actual returns in hand

An investor must consider two key aspects - inflation and tax - before making any investment decision. An investment product must be judged by its actual rate of return instead of the given rate of return. So, we can say, actual return in hand = given returns - tax – inflation. It is important that an investment instrument takes care of both these priorities.

Rule 5: Diversify your investments across asset classes, to spread your risk

Do you remember the old proverb: “Don’t keep all your eggs in the same basket?” The same applies for your investment portfolio as well. It is important to diversify your portfolio across various asset classes, financial instruments, sectors, geographies etc. Although diversification does not guarantee you profit, it will help minimize the overall risk of the portfolio. In a diversified portfolio, loss in one asset class can be offset by gains from another asset class.

Rule 6: Balance and re-balance your investments as you age

You must maintain a proper balance in investments among different asset classes. As you grow old, you also need to rebalance your portfolio. Ideally, your exposure towards equity (in percentage) should be 100 minus your age. You may have higher allocation towards risky equity asset class in the early stage of your life as there is limited financial liability at that time. But with growing age, a substantial portion of wealth should be transferred to fixed income instruments, which will provide stability to the portfolio.

Rule 7: Expect reasonable returns from your investments and sell, once you have got the returns you seek

It is better to expect reasonable returns from your investments. Once your investments achieve that target, you should book profit and look for other potential investment opportunities. Unreasonable expectations or too much greed can wipe out earlier gains. For example, if you think your investment has the potential to deliver 12% return, redeem the money after you achieve the target and do not wait for further profit.

Rule 8: Get over your mistakes and losses. Learn from them

You may end up losing your hard-earned money due to wrong investment decisions. But it is important that you learn from your mistakes to avoid such losses in the future. Before investing in financial instruments you should consider whether they will help you meet your financial goals and suit your risk appetite. For example, if you need money within a short period of time, you must not make the mistake of investing in equities as they are meant for the long-term.

Rule 9: Never invest or sell in haste (and regret later)

Investments in every asset class need thorough and detailed analysis. You should restrain yourself from buying or selling in haste as that may lead to financial losses. If the fundamental aspects of your investment instrument are good, you need not worry about short-term volatility. However, if the fundamentals are weak it is better to avoid such an instrument even if it looks attractive. Proper study and homework are necessary to make profits from your investments.

Rule 10: Avoid investing in complicated products you don't fully understand or products that offer unrealistic returns

Remember the old proverb: “All that glitters is not gold.” There are many investment products available in the market, which are complicated and are not easy to understand. Some products also lure investors with unrealistically high returns. You must stay away from such products as they may contain some hidden risks which are either unknown or are not completely understood.

Rule 11: Spend time on your investments (it’s your hard earned money) or get a good financial advisor to do it for you

You should devote sufficient time before and also after making an investment. Consider the risks associated with the investments and the potential return such investments can generate. Proper homework will help you choose the right investment product and track the performance of the same on a regular basis. However, if you do not have the time or confidence, you can take the help of a good financial advisor who will do the job on your behalf.

Rule 12: Keep it simple, invest in Mutual Funds

Mutual funds help diversify your portfolio across various asset classes and you may achieve both long-term and short-term financial goals by investing in mutual funds. In mutual funds, a team of professionals manage your money and make the investment call on your behalf. Liquidity and low cost structure make mutual fund investments attractive. Besides, mutual funds are regulated by the Securities and Exchange Board of India. Strict regulatory vigilance ensures fair and transparent dealings in the industry and also safeguards the interest of investors.

DIL Ltd BUY 630.00

04/07/2014

DIL Ltd. (earlier known as Duphar-Interfran Ltd.) It has built a stellar reputation for itself in the arenas of pharmaceuticals, biotechnology, environmental solutions and other segments including Entertainment and Health & Wellness. 

On May 1st 1951, Dr. Raju incorporated ‘International Franchises Private Limited’ a company specializing in toll manufacturing of pharmaceutical products on behalf of overseas MNC’s.

In 1959, the company set up a manufacturing facility in Thane in its endeavor to develop its own pharmaceutical range of products and began negotiations with potential foreign collaborators. In 1963, the company established financial cum technical collaborations with N.V. Philips-Duphar, Amsterdam and The Crookes Laboratories, UK to form the Joint Venture Crookes-Interfran Limited.

With access to an established product range and extensive R&D facilities, the collaboration transformed Duphar-Interfran Ltd. into a full-fledged pharmaceutical company.  The product range included internationally reputed brands “LACTO CALAMINE” Lotion and an indigenously developed analgesic brand “CROCIN” based on Paracetamol IP which remains a household name in India.

To further develop its association with its Research Oriented collaborator Duphar B.V., the company changed its name to Duphar-Interfran Ltd. in 1971 and initiated the manufacture of Vitamin D3 and other Bulk Drugs. 

This early success was merely a sign of things to come. Over the years the company went from strength to strength and became a leading player in the manufacture and marketing of Pharmaceuticals, Cosmetics and Bulk Drugs with a presence all over India.

In 1976, Duphar-Interfran Ltd. was listed on the Bombay Stock Exchange

In 1980, Solvay acquired Duphar B.V. thereby becoming the Joint Venture partner of the company.  This also meant a further expansion of the company’s healthcare product offerings in India with the product portfolio of Kali-Chemie, Germany (an associate of Solvay).

In 1985, Dr. DVK Raju stepped down and his son Mr. Datla Vasant Kumar took over as Managing Director of the company.

To further enhance shareholder value, Mr. Datla Vasant Kumar implemented various new initiatives to realign the business and also made new investments which included:

Establishment of a subsidiary Fermenta Biotech Ltd. (FBL) in 1986 which specializes in the production of nature based enzymes (catalyst) for the production of Beta-Lactum antibiotics through the enzymatic route.  

Sale of “CROCIN” and “LACTO CALAMINE” brands in 1996, to SmithKline Beecham and Piramal Healthcare Ltd. respectively.

Phasing out of Manufacturing Operations though toll manufacturing arrangements

Demerger of its Pharmaceutical division in 2002 in favour of Solvay Pharmaceuticals and realigning the shareholding of the company ensuring that the DVK group became a majority shareholder in Duphar-Interfran Ltd.

Changed the name of the Company to DIL Ltd.

 Licensed the Bulk Drugs Business to FBL in 2003 thereby bring the pharmaceuticals and biotechnology businesses under one umbrella 

From 2004 DIL Ltd. forayed into new business segments including:  

ontract research and custom synthesis for which a subsidiary company Research Support International Ltd. (‘RSIL’) was set up. RSIL Ltd. later established a Joint Venture with Evotec A.G. and was subsequently bought over by them

Created an entertainment division under the brand White Stripes;  

Established a Joint Venture in the Czech Republic under the name Vasko Gliders to manufacture wheelchairs based on a patented magnetic levitation technology. 

n 2010, the company ventured into the Health and Wellness space by investing in a luxury healthcare brand “ZELA” in South India. In 2012, the company entered into a real estate venture “THANE ONE”.

Business Areas

Fermenta Biotech Limited

A company focused on research, development and product delivery in biotechnology as well as pharmaceutical and environmental solutions.

Zela Luxury Health Clubs

India's first luxury health club brand that boasts of international standards. Zela is a whole new concept in the health and wellness space.

Thane One

Located in Thane, the fastest growing suburb in India, Thane One is a strategically located office complex, built to Leed Platinum Standards.

 FINANCIALS :


Stock is trading at 1.08 times its book value

Stock is providing a good dividend yield of 3.54%.

Company has been maintaining a healthy dividend payout of 34.34%

Quarterly Results Consolidated

 

arration	13-Jun	13-Sep	13-Dec	14-Mar
Quarter	1st Qtr	2nd Qtr	3rd Qtr	4th Qtr
Sales	25.96	28.81	44.48	39.58
Operating Profit	5.87	3.83	10.4	8.27
Other Income	0.05	0.02	0.03	0.03
EBIDT	5.92	3.85	10.43	8.3
Interest	1.35	1.32	1.3	1.33
Depreciation	2.86	2.39	2.41	2.17
Tax	0.49	0.08	1.64	1.28
Net profit	0.93	-0.09	3.56	3.48
Adjusted EPS in	4.04	-0.39	15.48	15.13

AnnualResultsConsolidated

Narration 11-Mar 12-Mar 13-Mar 14-Mar Sales 67.18 118.88 116.68 138.83 Operating Profit 10.52 30.73 22.8 28.37 OPM 15.66% 25.85% 19.54% 20.04 Other Income 14.83 3.58 1.67 0.13 EBIDT 25.35 34.31 24.47 28.5 Interest 1.49 3.88 4.97 5.3 Depreciation 4.15 7.76 9.4 9.83 Profit before tax 19.71 22.67 10.1 13.37 Tax 8.35 6.4 3.67 3.49 Net profit 25.33 22.26 4.16 7.88 Adjusted EPS in  110.13 96.78 18.09 34.26

STOCK IS TRADING BETWEEN 630-650 ACCUMULATE  AT THIS LEVELS EXPECTING 60 EPS FOR FY15 COMERCIAL OPARATION OF THANE ONE FROM 2QUARER EXPECTING PRICE TARGET 900 IN NEXT SIX MONTHS

Marico Kaya Enterprises Ltd Accumulate

01-07-2014
                                         Marico Kaya Enterprises Ltd

EQUITY:12.89CR 

BOOK VALUE :230.00 

E.P.S: 32.32 (OPERATIONAL E.P.S  AT  13.50 Rs)

Face value :10RS

Marico Kaya Enterprises Limited (MaKE) was incorporated on January 19, 2013 as a wholly owned subsidiary of Marico Limited. In October 2013, MaKE Ltd demerged from Marico Limited and is now a separate company. MaKE owns the specialty skin care business of Kaya Ltd. (erstwhile a subsidiary of Marico Limited).

In 2002, after conducting an extensive research, Marico identified an emerging need among consumers to keep their skin healthy & beautiful. As the research progressed, a more focused insight revealed that there was an untapped need for flawless skin that looks good naturally. The first Kaya Skin Clinic was thus launched in December 2002, out of a vision to positively transform the lives of consumers through a holistic and customized skincare solutions backed by latest technology.

Today, Kaya delivers specialized skin care solutions in India and overseas through its range of Kaya Skin Clinics. Kaya has expanded to 85 clinics that are spread across 26 cities in India and 18 successful clinics in the Middle East. In May 2010, Kaya Ltd. acquired the aesthetics business, of the Singapore based Derma Rx Asia Pacific Pte. Ltd. (Derma Rx) and exited the business in 2013 after gaining significant knowledge and technical expertise in various skin care categories.

All the services & products offered at Kaya are designed and supervised by a team of over 160 dermatologists and carried out by certified beauty therapists who undergo comprehensive training programs. The technologies and equipments used in delivering solutions are state-of-the-art, advanced skincare technologies which conform to the highest international quality & safety standards. Today, Kaya is at the forefront of offering cutting-edge, world class services & products in the areas of Anti-Aging, Pigmentation, Acne/Acne Scar reduction, Laser Permanent Hair Reduction, etc. along with regular beauty enhancement services. Kaya also has a range of more than 50 skincare products ranging from daily skin care to specific skin concerns. 

stock listed today in nse only at 237.00 accumulate around 200-225 levels public holds only 4.5 laks one can expect good 30% return in next 6 months

NOTE :stock  opens at lower so pl buy when stock releases freeze