Tuesday, May 26, 2009

10 Multibagger Stocks for long term investors

1. Arshiya International:


It is an Indian headquartered multinational company and leading entity in providing knowledge driven solutions to its global customers specifically focused on the areas of innovative technology, business process outsourcing, supply chain, demand chain and financial flow management services.

Arshiya's key business entities include: Cyberlog Technologies (which provides global I.T systems, software development and business process outsourcing services), BDP India and Gulf (which provides shipping and global logistics services to its customers), Genco India focusing exclusively on India's expanding retail market for their entire supply/demand chain management.

BSE Code: 506074
Sector: Logistics

CMP: 72; P/E: 20; Book value: 78.

Buy range: 50-70
1 year high-low: 314/57.

2. Taneja Aerospace and Aviation (TAAL):

It is a Pune based Indian Seamless Group Company headquartered at Bangalore. It is primarily engaged in manufacturing and selling of products and services connected with aviation. The company’s main business divisions include general aviation, aero structures and consultancy. General aviation includes sale of P68C and Cessna aircrafts, charter operations and fractional ownership programs. Aerostructures include manufacture of metal and composite type components for aircraft (parts and assemblies). TAAL`s consultancy division offers professional advice and assistance on areas such as aircraft selection, study and analysis of flying requirements and aircraft operations and maintenance.

The company has upgraded its facilities to accept an Airbus A320 or Boeing 737 class of aircraft for maintenance and repair activities. TAAL is also augmenting its facilities in terms of capabilities, technology, systems and processes to cater to the high demand for Aerostructures products from domestic and global markets while TAAL continues to manufacture Light Transport and Trainer Aircraft, the company has since diversified its activities and has established a significant presence in many segments of the aviation and aeronautical industries in India.

BSE Code: 522229; CMP: 24.25
Sector – Aircrafts

CMP: 24.25; Book value: 34.5; P/E: ?

Buy range: 15-20.
1 year high-low: 190/18.

3. Bartronics India:


It offers automatic identification and data capture (AIDC) technologies, radio-frequency identification (RFID), smart cards and point of sale (POS) solutions. The company offers labelling technology to the AIDC industry with conventional barcode labels and RFID smart labels. Smart cards provide access control. It provides electronic article surveillance (EAS) systems to identify items through a gated area. The POS system finds application in retail outlets like super markets and others.

Products include AIDC master control units, Print X, SY-400A, RFID wireless tags; handheld terminals like 700 series colour mobile computer; printers like Easy Coder 4440; and scanners like Magellan Vertical Scanner. It has a new state-of-the-art smart card manufacturing facility in Hyderabad. The company provides solutions in security (access control systems, retail security systems, etc); education (campus management systems, applicant tracking systems, etc); industrial (vehicle tracking systems, warehouse management, etc); HR solutions (HR management systems and attendance system); healthcare and hospital management; hotel management solutions; finance solutions (asset management and record tracking).

BSE Code: 532694
Sector - Smart Cards/Bar Coding

CMP: 71; P/E: 3.2; Book value: 85

Buy range: 50-70
1 year high-low: 252/55.

4. Compact Disc India Ltd (CDIL):


It was incorporated in 1992 as a public limited company . The Company's is engaged in production, distribution and financing films and television serials including animation. The Companies product range covers all the segments of entertainment which includes big screen, small screen and personal screen. It has gained extensive expertise in creation, distribution and management of contents for media and entertainment sector not only in India but in Malaysia and Singapore. The company has entered into an exclusive animation outsourcing contract with iMedia Ventures Ltd, a part of world's largest media house and a pioneer in digital entertainment. This group has presence in 28 countries with an annual turnover of USD$200 million.

CDIL`s assembly unit was established at Navi Mumbai in collaboration with Hyundai Corp, Korea, to manufacture CD video players. The company also set up a new modern multimedia studio at Gurgaon. It provides solutions to the film industry, education, presentation and training Financials required.

CDIL has been exploring the possibility of setting-up a State-of-the-Art Multimedia Knowledge Park in Northern region. The company will also be setting-up state-of-the-art facility for the development and creation of 2D / 3D animation, multimedia and special effects contents for films, television serials, corporate presentations, gaming, mobiles, etc. The studio will feature latest animation production equipments such as workstations from renowned manufacturers. It is also proposed to set up a state-of-the-art high-end Multimedia College to provide 3 years Bachelors Degree courses in media arts and animation as well as visual and game programming. The college will also offer 2 years Masters Degree courses in the same fields.

BSE Code: 526141
Sector: Animation

CMP: 36.85; P/E: 1; Book value: 40

Buy range: 25-35.
1 year high-low: 104/25.

5. Electrotherm India:


Ahmedabad based company which manufactures and distributes melting/holding furnaces. It caters to Ferrous and Non-Ferrous foundries and metal melting industry by manufacturing Medium Frequency Induction Melting Furnaces, Metal Refining converter, Induction Ladle Refining Furnace, Induction Heating/Hardening Equipments, Submerged Arc Furnace and allied products. ELECTHERB has ISO9001:2000 certified plant. The company has 3 divisions, Metallurgical Equipment Division, Steel Division and Auto Division (Indus Elec-Trans, manufacturing electric two wheelers).

Electrotherm (India) signed a memorandum of understanding (MoU) with Canadian firm, Electrovaya. This MoU is for the purpose of forming a joint venture (JV) for manufacturing lithium ion polymer batteries. This joint venture will set up an advanced lithium super polymer battery plant with a capacity of up to 10 mw hours a month. The batteries will be sold in the zero-emission electric vehicle market in India and abroad. Electrotherm India launched the high-speed version of e-bikes, 'YO-Speed' in Ahmedabad. The "no petrol scooter" with 33AH battery and a 750 watts motor has the power to seat two.

Indus Elec-trans, a division of Electrotherm (ET), is formed to manufacture electric vehicles and hybrid electric vehicles. Currently INDUS has commenced manufacture of hi-tech electric two wheelers, YObykes at the plant at Kutch in Gujarat. Development of Electric three wheelers, four wheelers and hybrid electric low floor buses are on anvil for future.

BSE Code: 526608
Sector: Electric Vehicles

CMP: 92; P/E: 2; Book value: 322

Buy range: 60-80.
1 year high-low: 501/76

6. Moser Baer India:


Moser Baer is the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged to the market with the next-generation of storage formats like Blue-ray Discs and HD DVD. Recently, the company is diversifying into areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics.

MBPV (Moser Baer Photo Voltaic) aims to distinguish itself as a significant player in the global photovoltaic market by leveraging its high-volume manufacturing expertise and planned investments of nearly US$ 3.2 billion in research, development and manufacturing of products dedicated to generating solar power. A first of its kind 80 MW, state-of-the-art, fully automated in-line crystalline silicon cell manufacturing facility - 40 MW is already in production - this will be scaled up to 240 MW. A 40 MW module manufacturing facility with expansion plans to scale it up to 200 MW.

A high concentrator photovoltaic (CPV) module manufacturing facility and multi-million dollar investments in a US-based company - Solfocus, the developer of the CPV technology in partnership with the world renowned Palo Alto Research Center (PARC), California. The technology is based on gallium arsenide cells, originally developed for harsh extra-terrestrial solar applications and environments.

France Telecom-owned Orange Business Services has finalized a joint venture partnership with Indian storage devices manufacturer Moser Baer to foray into the long distance telephony segment. It Acquired a 40% equity stake in Solarvaiue, Proizvodnja d.d, a solar grade silicon production facility in Slovenia, to provide access and assurance of supply to low-cost solar grade silicon.

BSE Code: 517140
Sector: Optical Storage Media/Photovoltaic

CMP: 61.85; P/E: ?; Book value: 117

Buy range: 50-70
1 year high-low: 209/50

7. Sharon Bio-Medicine:

Mumbai-based Sharon Bio-Medicine manufactures chemical intermediates, bulk actives and pharmaceutical formulations. The Company also provides services in the field of contract research and manufacturing, technology transfers and project consultancy services The manufacturing plant of the company is located at Taloja, Raigad, Maharashtra. The company has three active pharmaceutical intermediates manufacturing units and two formulation units. Some of the products include Trimetazidine Di Hydrochloride Ketoconzole and Pantaprazole.

In 2007, the Group acquired Stonewood Cem-Fab Pvt. Ltd. Sharon Bio Medicine inked two confidential agreements, one with UK-based company and another with German company in respect of research and development, supply, manufacturing and/or distribution of active pharmaceutical ingredients and / or pharmaceutical products in future. The company is planning to set up manufacturing units in Uttaranchal and Maharashtra.

BSE code: 532908
Sector: Chemical Intermediaries for Pharmaceuticals

CMP: 26; P/E: 1.2; Book value: 76

Buy range: 30-40
1 year high-low: 242/26

8. Tube Investments of India:


It is the flagship Company of Rs. 8500 crore Murugappa Group. Company started its new electric scooter plant costs around Rs.200 million. The initial capacity of the new plant will be 100 scooters a day. The battery-powered two-wheelers would be launched under the company's popular bicycle brand, BSA. The company will appoint around 70 dealers in the Tier I and II cities in the southern region. Initially the company will launch three low speed models, which will be priced around Rs.25,000 and two high-speed models at a market price of around Rs.36,000. The company is now importing batteries and motors from China and Taiwan. But the firm had initiated talks with domestic battery makers for developing the products locally. (The battery sector also has a good future).

The Company’s product segments are - Engineering, Metal Formed Products and Cycles, Precision tubes , Roll formed car doorframes,(57% market share as well as Tata Nano order ), Automotive chain with 35 percent market share with two wheeler majors. TI is a leading player in bicycle segment with 30 percent market share.

BSE Code: 504973
Sector: Electric Vehicles

CMP: 29; P/E: 6.3; Book value: 39

Buy range: 20-30
1 year High-low: 70-21

9. Value Industries:

Value industries (Formerly Videocon Appliances) is a consumer electronics and home appliances company. It is part of the USD 2.5 billion Videocon group operating in the key areas of consumer electronics, home appliances and compressor manufacturing in India, display industry and its components, color picture tube glass, internet, petroleum and power.

The product range includes tower, window, and split ACs; frost-free and direct cool refrigerators; automatic and semi-automatic washing machines, and the X-Lent range of products. The manufacturing plant is located in Aurangabad, Maharashtra. Formerly known as Matsushita Washing Machine India, Ranjangaon Industries has been amalgamated with the company.

With the Thomson acquisition Videocon has emerged as one of the largest Colour Picture tube manufacturers in the world operating in Mexico, Italy, Poland and China, continuing to lead through new innovative technologies like slim CPT, extra slim CPT and High Definition 16:9 format CPT.

Videocon is one of the largest CPT Glass manufacturers in the world with a high level of experience and technical expertise operating through Poland and India. Videocon will leverage on this synergy after the Thomson acquisition to internally source glass for its CPT manufacturing increasing efficiencies and lowering costs.

An important asset for the group is its Ravva oil field with one of the lowest operating costs in the world producing 50,000 barrels of oil per day. The group has ambitious plans for expansion in this sector globally.

BSE Code: 500945
Sector: Home Appliances

CMP: 9.2; P/E: 8; Book value: 115

Buy range: 5-10
1 year high-low: 37-7.8

10. Zicom Electronic Security Systems:


Company offers Electronic surveillance systems for small, medium and large establishments and government projects. Zicom is a largest electronic security systems provider in the country, with offices in over 30 cities and towns. Zicom has bright future in the wake of current social scenario. Organizations rethinking on security measures after 26/11. It offers customized security solutions against burglary, fire and unauthorized access. It also offers surveillance solutions such as CCTV, remote video and electronic articles. Integrated management solutions for buildings, car parks and smart cards are other services offered.

The company recently opened its own exclusive outlet in Mumbai and plans to open similar outlets elsewhere. Customers come from public, business and domestic sectors. Its share of the current securities market in India is estimated at 25%. The company received support from venture capital company TDICI and from UTI, IDBI and ICICI. The company plans to open 15 more stores in and around Thane and 100 across the country by the year end. Apart from this, over 600 outlets will be opened across the country in the next 3 years.

BSE Code: 531404
Sector: Electronic Security Systems

CMP: 71; P/E: 10.6; Book value: 77

Buy range: 50-80
1 year high-low: 182-40

Technicals Courtesy:- equityintelligence.com

2 comments:

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