IndiaNivesh’s stock picks for 2015 have delivered a return between -33% to 113%. For 2016, they have short-listed ten stocks which they believe will deliver handsome gains to investors
If you have a stock query, you can ask at the Stocks Talk Forum!. Some knowledgeable investors may have an answer
In our note dated Dec 30, 2014 we had recommended 10 stocks
to play in CY15. It gives me great pleasure that those stocks have delivered -33 to 113% returns (equal weighted average of 10.9% v/s Nifty avg of -6.6% & BSE500 avg of -2.2%) taking into consideration our recommendation day price & price on Dec 22, 2015 However returns are much higher (avg 33.7%) if we consider the highest price these stocks have reached after our recommendation. I hope our esteemed investors would have benefitted from those recommendations.
Yes RIL looks good for 2016.
My portfolio up by 100% in 2015. Confident of making 100% gain in 2016.
90% of the portfolio moved to Mukta arts. Holding a lakh plus shares.
My target for Mukta arts is Rs. 330 within 12 months.
One of the most unexploited stocks
On what base you will give this script in this forum?
The fundamental Analysis for Mukta Arts as to why it can be a multibagger for 2016
It is one of the worst performaning stock till date.
IPO Price of Rs 155 in 2001/2, now at Rs 53.
You won’t get the true picture if you review the financial figures for last 3-4 years.
Below are following points why one should buy
Current Market Cap – Rs 118.53
Mukta Cinema are presently having 36 Screens & about 20-25 are scheduled to open in next 2-3 months.
It will reach around 100 Screens by Dec 16.
PVR & INOX are valued more then Rs 6 Cr/Screen.
But Mukta is having screens in tier 2-3 cities.
So mukta Cinemas can easily valued around Rs 150 Cr & can command a valuation of Rs 250 Cr by end of 2016.
WWI :- it’s education arm is rank in top 10 Film & Media schools in the world.
Currently they have around 550 students & run various media courses from Acting, Film Making, Fashion Designing to Music
They also conduct various other short terms courses.
WWI Goregoan campus was in litigation, seems like it will resolved in the company favour.
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Google partners with WWI for it’s Youtube Space at WWW campus. It’s 8th such center across the world.
Foxconn partners with WWI & starts media center at WWW campus. It also has announce a business partnership with Mukta Arts for Digital Media.
It’s yet to announce the exact details of the partnership. Foxconn partnership was announce in presence of the CM of Maharashtra clearly signifies the WWI Land issue is resolved favorably
WWI institute should be easily valued around Rs 300 Cr. it’s construction cost around 10 years ago was Rs 125 Cr.
ConnectOne – It’s a new company started for digital media . It’s going to be the surprise package. it’s first short is about to release on youtube today.
Real Estate : Has redeveloped it’s studio & leased on rent. It’s around 55,000 Sq/ft @ andheri
3-4 Flats at Bandra & Mukta house.
Mukta Arts : The core production is having a library of 40 Films which generate around Rs 35-40 Cr/ per 5 years as satellite rights.
As per my knowledge, this should be valued around Rs 100 Cr.
After a break of 3-4 years, Mukta arts is getting aggressive in the production space. 3 Movies are to be announced & going under production
This company has performed badly in last few years. so it’s available at such a pathetic valuations
There is a very little downward risk & But the Upward gains can be tremendous. May be 10-15 times in next 12 months
Shareholding pattern (As per Sep – 15)
Promotors : 70%
Top 5 investors : 11%
HNI’s( Only 22) : 11-13 % (Holding More than 1 lakh)
Around 96 % holding is with 30-35 peoples & rest 3-4 % is with 4000 small shareholders.
So operator can drive the prices easily.
It is the most ignored stock.
Thank for the suggestion! Already appreciated 30% from the suggested level of 53. I blindly bought some at 53. Adding some more and plan to hold for couple of years. Could you suggest few more ? Thanks in advance!
Mukta arts is a great opportunity, but management execution skills are sloppy & don’t have bandwidt.
But if its partnership with YouTube grows well then it can be a super multi bagger. Otherwise it still can make 5-6 bagger from current price.
My othe stock is rattanindia power.
Its struggling to sign a PPA agreement for its nashik plan which is almost ready .
It happen some day. Has good chancesto cross Rs. 20 in next 3 months.
But by 2020 should be around Rs. 50-70.
It’s s simple.
Mukta arts has now turned as one of the big gainers in last 10 months !!
But the most important point is it still has a long way to go !!
Not because it’s not known to anyone.
Below are the reasons why it should be well
1> Improvement in the performance of the management.
Focus & transparency has increased. Management is more proactive.
2> Multiplex business doing good. Soon to expand to 100 screens which seems unlikely a year ago.
Management has planned to demerge Multiplex business & expand it to 250-300 screens in next 2-3 years. So this Multiplex business will have a sure shoot valuation of Rs 1000 cr by 2019.
3> Tie up with Foxconn is around the corner for Digital Media business
4> Company to tie up with Netflix & amazon prime . Soon to launch 3-4 web series
5> Company to revive the production business
6> Resolution of Whistling woods to happens soon.
All this fundamental changes will help stock ticking upwards.
Just buy, hold & be patient !!
Hi Freeman, It’s amazing that you are sharing so much of well researched knowledge for free. You must have a good heart. Wish you best Luck!
Keep up the good work!
Mukta Arts seem like an interesting bet.
Hello
It is difficult to imagine RattanIndia Power as a multibagger.
rattan will be multibagger stock, 70-80 is possible in euphoria