IL&FS Transportation Networks has a strong parentage with proven track record. It came out with excellent results in FY 2010. It is not very expensive compared to its’ peers and has strong growth prospects. Its’ a must-have for every portfolio.
Posts tagged UBS
Everest Industries – Building Profits
At CMP Rs. 175, Everest Industries is quoting at a PE of 8 FY 2010 and 6 for FY 2011. It has a strong presence in the roofing and Pre Engineered Steel Buildings segments which are expected to show high demand. The management is efficient and expected to capitalize on the opportunities that growth in the rural market offers
Sabero Organics: Profits from pests
At CMP of Rs. 75, Sabero Organics is trading at a cheap PE multiple of 6.6 for FY 2010 and 4.7 for FY 2011. It has a good product portfolio, good growth track record and a geographically diversified business. It is expanding its business to Brazil and the European Union
Welspun Gujarat Stahl Rohren: Pipeline to Profits
At CMP of Rs.266.00, Welspun Gujarat is trading at 9.87 times and 8.80 times earnings of FY10E and FY11E respectively. Welspun Gujarat‘s Price to Book Value is expected to be at 2.54x and 1.97x respectively for FY10E and FY11E. The Earning per share (EPS) of Welspun Gujarat for FY10E and FY11E is seen at Rs.26.94 and Rs.30.21 respectively for equity share of Rs.10.00 each. The Net Sales and Operating Profit of the Company are expected to grow at a CAGR of 24% & 21% over FY08 to FY11E.
HANG SENG BEES: Advantages & Disadvantages
Hong Kong is home to several billion dollar mega corporations that are several times the size of the largest Indian corporations. The advantage of investing in such mega corporations is that they are not unduly affected by exposures to one geographic location. For example, McDonald, Coke & Pepsi were relatively unaffected by the US slowdown because they had substantial investments in other countries. Likewise, HSBC Holdings plc and Hang Seng Bank Ltd have substatial exposure to other territories.
Top 10 Midcap Value Picks
We are always on the lookout for good companies with a strong growth track record and potential and whose shares are available at attractive valuations. The best case scenario is to find mid-caps which are trading at low valuations or in single-digit price to earnings (PE) multiples on the basis of their trailing one-year earnings. Low valuations mean that the downside is protected while leaving huge scope for appreciation in the stock prices. The factors to look out in finding such good companies are the dividend track record, cash flow from operations, return ratios, management track record and the future prospects.
Educomp Solutions: Learn & Earn!
Educomp reported robust performance recording 37.2% yoy growth in Top-line and a robust 92.3% yoy increase in Bottom-line with EBIDTA Margins expanding by 580bp to 52.4% in 3QFY2010. Strong government backing pertaining to higher budgetary spends to spur growth of the Education and Training Sector across the globe, and particularly in India, is a key positive for companies in this space like Educomp, which has been growing aggressively through its strong execution capabilities. Educomp can be expected to thrive on the upcoming opportunities in Education space and continue to witness strong growth trajectory backed by ongoing investments for newer initiatives with focus on product and content innovation.
Mphasis: Cashing in on Hewlett-Packard
It is clear Mphasis is benefiting from strong brand-equity of HP and EDS as it added several new clients through HP during the quarter. The only question is whether the shift in revenue and EPS for Mphasis was one-time or can be expected to continue. The stock is not cheap, at about 16 times FY 10 earnings. However, leveraging its association with HP and EDS, Mphasis can be expected to do good business flows for all the verticals. Besides, with improving economic indicators all over the world, the volume growth can be expected to improve.
TOP 10 BLUE CHIP SHARES FOR EVERY PORTFOLIO
If you are an investor like us, you are not bothered about whether the markets are at an uptrend or at a downtrend. You are not bothered about short-term volatility. What you really want is to identify a blue chip company with excellent growth prospects, sound management and reasonable valued. Once you have these companies in your sights, all you have to do is use market volatility to your advantage. Every time the markets crash, you add these large cap blue chips to your portfolio and sit tight – confident that these blue chips will secure you a compounded annual growth rate (CAGR) of at least 25%
Cairn India – Power Play for Crude Oil
In the Oil & Gas Sector, we am betting on Cairn in preference to the other players such as ONGC, Aban Offshore and GAIL.
The fortunes of Cairn are directly related to the fortunes of crude oil and in the recent past crude has taken quite a beating. From a high of $145.29 a barrel in July 2008, crude plumetted to a low of $33.87 a barrel in December 2008. Since that low, it is up 37%.
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