My Stocks

in infra sector i like PNC Infra stock

 

355 done on 13.01.2017

 

20 microns @41

 

SUJANA Towers @9.10 with a stoploss of 7 cb

 

Sir it's loan rating is ICRA D which signifies that loan it availed from bank is a stressed loan and higher probability of default.

 

Sir , thats why the stoploss of 7cb

 

TECHNO ELECTRIC.......from 302 to 376

 

Alpine Housing Development Corporation Ltd FV Rs. 10 (BSE 526519) 34.90

Alpine Housing Development Corporation Ltd (AHDCL) is a 25 year old Bangalore based company engaged into Property Development business, which contributes 97% of the revenue. Other business is Railway Concrete Sleepers 2.4% (High growth expected in coming years) and Alloy & Casting which contributes close to 1%.

In property development AHDCL has earned a stellar reputation for itself based on their sheer dedication to the construction of superior quality homes, which can easily be distinguished by sophisticated design and luxurious amenities. The company uses Latest tools, waterproofing techniques and follows high standard in all its construction activities, Alpine uses both indigenous and imported technologies for implementation at all its projects

The company has mainly been in the residential segment and the projects are in the vicinity of big IT companies, as main clients of the company are IT Professionals. The real estate market of Bangalore is stable as it consists of end users and not that of investors with that the fluctuations in the rate of real estate prices is not high. The company will benefit going forward due to various steps taken by the government in the current budget and also by falling interest rates from the last few quarters, which will incentivize the real end user to purchase property.

The closely held company where promoter hold 73.6% stake (And have lent 13.7 Cr interest free to the company, speaks quality of Promoters & Ethical and Transperant Corporate Governance), having equity capital of 12.99 Cr and reserve of 44Cr, Debt to Equity ratio of comfortable 0.72:1 & book value of 43.8 Rs per share, has reported a revenue of 16.8 Cr in the first half, and profit of 2.17 Cr giving an EPS of Rs 1.7 per share, the company can report for the second half, revenue and profit of 30 Cr and 5 Cr, which translate into FY 18 revenue of 46 Cr (Previous Year 25.3) profit of near 7 Cr (Previous Year 4 Cr), and EPS of Rs 5.4 per share (Previous Year 3.10). The company has able to remain in profit in the last 11 years, and no quarterly loss since last 12 quarters.

At current price of 34.9 the share is available at PE of just 6.5 (Industry PE 25) and Price to Book value of less than 1. The company has inventory of under construction / Ready to Move Apartments worth 96 Cr at cost basis, the sale value of which should be not less than minimum 150 to 160 Cr, plus new launches on the cards, it gives enough earning visibility for the next 4 to 5 years. If giving half of industry PE of 25, i.e. 12.5 for EPS of 5.4, the stock should trade at 67, which is double the current price.

 

Sphere global at 70 looks good to me

 

I like and prefer swaraj automotive...........it is Mahindra group company..............

 

VIVID GLOBAL....at 48 looks good to me for long term

 

SUJANA TOWERS ... changed its name to NEUEON TOWERS LTD (scrip code NTL)

 

AVT NATURAL at 36.65 looks good

 

Tourism Finance Corporation of India Ltd for long term at 57.50

 

Made a high of 30.40

 

STEL HOLDING@ 69......looking good for long term

 

-----HOLDING COMPANY OF RPG GROUP having following shares on 31.03.2016
Description
Face
Value
(Rs/-)
As at March 31, 2016
As at March 31, 2015
Holdings
(Nos)
Amount
Holdings
(Nos)
Amount
Long term investments
Quoted equity shares, fully paid-up
Ceat Ltd.
10
1,372,835
51,004,610
1,372,835
51,004,610
Phillips Carbon Black Ltd.
10
90,383
3,253,788
90,383
3,253,788
KEC International Ltd.
2
4,685,880
147,340,257
4,685,880
147,340,257
CESC Ltd.
10


2,493,470
543,332,561
2,493,470
543,332,561
CFL Capital Financial Services Limited
10
67,681,206
127,344,645
67,681,206
127,344,645
RPG Life Sciences Ltd.
8
502,550
12,287,348
502,550
12,287,348
Summit Securities Ltd.
10
69,815
6,393,315
69,815
6,393,315
SAREGAMA (India) Ltd.
10
160
8,184
160
8,184
Sub-total : Quoted investments
890,964,708
890,964,708
Unquoted equity shares, fully paid-up in
subsidiaries
Doon Dooars Plantations Ltd.
10
170,000
863,000
170,000
863,000
863,000
863,000
Unquoted equity shares, fully paid-up
Spencer & Company Ltd.
9
1,057,135
45,561,478
1,057,135
45,561,478
Cochin International Airport Limited
10
625
8,750
500
2,500
Rainbow Investments Ltd.
10
271
6,300,000
271
6,300,000
Noida Power Company Ltd
10
3,000,000
30,000,000
3,000,000
30,000,000
Subhrashi Vinimay Private Ltd.
10
9,008,000
90,305,200
9,008,000
90,305,200
172,175,428
172,169,178
----------------------------------------------------------------------------
Market value of quoted investments as on 31.03.2016
3,384,085,150

2. Book value of quoted investments
763,620,063
3. Book value of unquoted investments
216,566,013

 

TCI FINANCE added at 27 on 11.11.2016

TCI FINANCE is holding shares of GATI 81,03,205 SHARES OF Rs.2---Market value of 128 per share
TCI industries ltd 30,236 shares of Rs.10 each -----MARKET value 1825 per share(Having 10 acres land in south Mumbai)
Karnataka Bank 4860 shares of Rs. 10/- each --MARKET VALUE 136 Per share
Tech mahindra 400 shares of Rs.5 each---Market value of 475 each
*Book value of quoted incestments is 9.33 cr against market value of 109.32cr

Porinju Veliyath‏Verified account @porinju






"I see few solid holding companies with over 75% discount. They will double in 2017 as the discount would narrow down to 50%, explore!"

 

made 69.80 today...from 57.50

 

Ashok alco and vikram tharmo any one tell about this I want buy???