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STOCK PICKS BY GOVINDA KRISHNA VELUGOTI
| From : Syam Nair at 06:04 PM - Mar 05, 2010 (24 months ago) |
DUE TO SOME UNFAVOURABLE SITUATIONS,HE IS NOT IN MUDRAA BUT HE STILL POSTS IN MY ORKUT COMMUNITY.TO NEW MEMBERS IN MUDRAA,RATE HIM WITH TIME...
I WILL POST HIS STOCK PICKS HERE WITH HIS PERMISSION...(COPIED AND PASTED FROM THE COMMUNITY)
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All copied and pasted from Govinda Krishna Velugoti Ji posted at my orkut community...I request mudraa admin,please lift his ban taking into consideration the majority of member's interest in his stockpicks...
It provides technology solutions to global clients, in the areas of Advanced Technology Solutions (ATS), Enterprise IT and BPO/KPO across the Manufacturing and Diversified Financial Services (DFS) industry verticals. KPIT geographically stretches in US, UK, Germany, France, Poland, India, Japan, South Africa and Korea.
KPIT’s specialized & niche set of offerings span from Engineering,Technology Solutions - Automotive and Semiconductor Solutions through Enterprise IT & Business Intelligence to BPO/ KPO) solutions.
In October 2009, KPIT bought US-based Sparta Consulting Inc. for $38 million . It
specializes in implementing SAP AG’s business software generated revenue of $26 million over the period. It is KPIT’s sixth buy since 2003.
With over 1,000 consultants in the combined entity, the SAP-led consulting practice
provides a scalable alternative to Tier I companies which usually pursue larger ($25
million) multi- service opportunities. With global demand for SAP based services
growing at 24% plus, the SAP led consulting practice has the potential to grow into
a $100 plus million business in next 3 years.
KPIT is likely to post an EPS of Rs 11.8 in FY10 and Rs 13.5 in FY11.
At the CMP of Rs 112, the share is trading at a P/E of 9.8x on FY10E and 8.3x on FY11E.
I recommend a BUY with a target of Rs 140 in the medium term. The strength of the stock’s uptrend is evident from the fact that it has not closed decisively below the trendline.
532526 DISHMAN Group (B)
CMP 214
PE ratio 18.74 5/03/10
EPS (Rs) 11.42 Mar, 09
Sales 91.61 crores Dec, 09
Face Value (Rs) 2
Net profit margin (%) 21.97 Mar, 09
Last dividend (%) 60 25/05/09
Dishman Pharmaceuticals is involved in the manufacture of APIs (active pharmaceutical ingredients), API intermediates, quaternary compounds and fine chemicals.
Its initial focus was on QUATS (chemical substances, which find applications in the manufacture of bulk drugs, drug intermediates, speciality chemicals, polymers and resins), but it has now evolved into a significant player in the CRAMS (Contract Research and Manufacturing) space.
In fact, while the contribution from the Marketable Molecules segment (includes QUATS) has reduced from 65% of total sales in FY03 to 27% in FY09, revenue share of CRAMS has scaled up from 35% in FY03 to 73% in FY09 (including the acquisition of Carbogen Amcis).
In August 2006, Dishman acquired the Swiss based Carbogen Amcis to lend a further fillip to its overall CRAMS business. Between FY03 and FY09, Dishmans overall revenues and net profits have grown at compounded annual rates of 44% and 45% respectively.
Dishmans' facilities span across India,China,Switzerland,Netherlands and the UK.Dishman is a strong player in the CRAMS segment besides Piramal Healthcare, Divis Laboratories and Shasun.
Dishman generated average revenues to the tune of US$ 129 m in the last five years.Sales are expected to grow at a CAGR of 5% between FY09 and FY12 aided by a ramp up in its contract manufacturing activities although performance in FY10 could be subdued.
Dishman net profits may grow by around 10% CAGR during FY09-FY12. (growth of 49% during FY04-FY09). Based on a normal scenario a growth of over 40% in net profits in the last 5 years has been a big positive sign.
At the current price of Rs 214 the stock is trading at an attractive multiple of 8.7XFY12 earnings.Buy for a target of 290 in 12 months.
COMPACT DISC – REPORT
BSE CODE-526141
CMP- 56/-
TAR-100+
COMPACT DISC INDIA (CDI), IS THE LARGEST ANIMATION CO. OF SOUTH ASIA, IS AN EXISTING, PROFIT MAKING CO. ENGAGED IN MULTIMEDIA AND ENTERTAINMENT PRODUCTION OF INDIA… CDI HAS GAINED EXTENSIVE EXPERTISE IN CREATION, DISTRIBUTION AND MANAGEMENT OF CONTENTS FOR MEDIA AND ENTERTAINMENT SECTOR WITH IT’S STRONG PRESENCE IN INDIA, MALASIYA AND SINGAPORE….
ADVICE- INVESTORS CAN BUY THE STOCK OF THIS CO. IN 2-3 PARTS ON EVERY DIP… SMALL QUANTITY CAN BE BOUGHT HERE ITSELF… AROUND 50 IT IS A GEM STOCK
IT WILL BE SUPERSTAR OF 2011.. SO YOU CAN BUY THE STOCK BEFORE OTHERS START BUYING ND STOCK START FLYINGGGG… TREAT IT AS FIXED DEPOSIT COZ IT CAN GIVE TRIPPLE RETURNS FRM HERE IN NEXT 2 YEARS TIME FRAME…
My view.........Good for the long term.
Hi Members,
I am very sorry to say this that we have lost a very deserving candidate in mudraa i hope mudraa will take out ban on him as early as possible.
I also strongly need Govinda Krsiha Ji again at Mudraa and kindly request Administrator to resume the service again. Everbody like this super star of our community and wish to join Mudraa as early as possible.
Dear sir, Thanks . nice explaination.
syam ji can we have email address of Govindji.(With his permission.)
Please if you want to see your money grow like anything please do not only go for LARGE CAP STOCKS.
Dear Friends,I have already sent the link of this thread to Govinda ji...With respected members like Bhupinder ji also here,let's hope Govinda ji will come back to mudraa....We also should request mudraa admin to rethink and ask mudraa members opinion before putting ban on someone in future...Follow the policy of forgive and forget...
To Amar Nayak:Govinda ji is in this community now...
http://www.orkut.co.in/Main#Community?cmm=98864066
SYAM JI EVERY MORNING I WOULD READ RESPECTED GOVINDA JI THREAD ON WORLD MARKETS AND HIS EXCELLENT VIEWS ON MARKET--SYAM JI I JOIN YOU TO REQUEST OUR RESPECTED VETERANS TO BE WITH US AND I KNOW IT IS FEELING OF SO MANY MEMBERS AS WE ALL RESPECTED RESPECTED GOVINDA JI--as a comparatively elder person i feel for all nice members who want warmth of our senior here ji
Mr Syam If you dont mind, why can't you try to get him back Sir? Please Try
respected friends it would be a great honour for us if respected GOVINDA JI IS TO RESUME POSTINGS AGAIN---I PERSONALY FEEL THAT HE HAS DONE A GREAT SERVICE HERE and with a selfless ,noble and nice attitude--and i also know in heart of hearts all members want him to post again---we shall all be highly thanKful if respected GOVINDA JI ENLIGHTEN US WITH HIS BRILLIANT RESEARCH ON WORLD MARKETS,SCRIPS AND MARKET TRENDS--ALL MATURE AND SENSIBLE PERSONS WOULD REALLY FEEL GRATEFUL TO OUR GREAT AND NOBLE VETERAN RESPECTED Govinda ji---I AM SURE ABOUT IT JI-
Govindakrishna Velugoti is one of the best stock pickers one can ever hope to have.I am sure he will come back to mudraa after the ban is over.I also hope in future people dont provoke him to say the things he did say.We surely miss his presence here.During bearish times his stocks did well.You could have well have imagined how his stocks would have done in this upside.
Thank you Syam ji. I miss his posts very much. Can you tell me where he is on Orkut? I did join http://www.orkut.co.in/Main#Community?cmm=163277 as you had mentioned earlier but no response from moderator to add me as member.
532904 SUPREMEINF Group (B)
CMP 175.8
Supreme Infrastructure India Ltd.’s core competency lies in construction/widening of roads & highways.Its area of operation is mainly in the Mumbai region and few parts of Maharashtra & Bangalore. Importantly, the company has its own captive ready mix concrete (RMC) plant, asphalt mix plant, quarrying and crushing unit & paver block manufacturing unit.
It has recently bagged a Rs.340 cr. BOT project from PWD Maharashtra for 4 laning of 64 km Manor-Wada-Bhiwandi road and a Rs.17 cr. order from ISKCON for constructing a temple and school and a Rs.7-cr. contract from MMRDA for construction of Anti-Sea Erosion bund at Colaba.
Fundamentally, the company is quite strong and for Q3FY10 revenue was Rs.142 cr. (up 55%) and net profit more than doubled to Rs.11.50 cr. posting an EPS of Rs.8 for the quarter.
Considering its order book position, improved liquidity and the revival in construction activity, it is estimated to report a topline of Rs.500 cr. with net profit of Rs.35 cr. for FY10. This translates into an EPS of Rs.23 on its fully diluted equity of Rs.14.90 cr.
At current prices it is trading at just 9XFY10 earnings and 7XFY11 earnings.
It is a excellent value buy.
Investors can buy for a medium term target of 220.
500084 CESC Group (A)
CMP 372
CESC is a fully integrated power utility with its operation spanning the entire value chain: right from mining coal, generating power, transmission and distribution of power.
The Company was incorporated on 28th March 1978 as Calcutta Electricity Supply Corporation Ltd. (CESC) and is part of the RPG group
In 1986 the company secured during the year a contract for erection of their Lalmatia (Bihar) 220/132 KV substation.
In 1995 a new company Integrated Coal Mining Pvt. Ltd. was promoted by the to undertake the work of particularly power companies to be directly involved in mining .
In Year 2008 CESC Ltd has forayed into a memorandum of understanding with the Govt of Bihar to establish a 2,000-MW power plant in the State's Bhagalpur district at an investment of Rs 10,000 crore.
Currently the company has the following projects on hand
1.Budge Budge, West Bengal 250 MW Thermal 2009
2.Haldia Phase I, West Bengal 600 MW Thermal 2012
3.Chandrapur, Maharashtra 600 MW Thermal 2012
4.Dumka, Jharkahand 1000 MW Thermal 2013
5.Haldia Phase II, West Bengal 1400 MW Thermal 2013
6.Dhenkanal, Orissa 1000 MW Thermal 2013
7.Pirpainti, Bihar 2000 MW Thermal 2013
8.Haldia Phase II, West Bengal 1400 MW Thermal 2013
I strongly believe if one compares this firm to Areva, Reliance Power & Tata power the return opportunities are quite high.Expansion projects well are streamlined and Net Profit Margin is 12.39% which is amongst the highest in the industry.
I would consider investing here because the valuations are still very low.Currently they are at 9XF10 and 7XF11 expected earnings.
P/E is 13 for Areva TD and NTPC.For Reliance Power & Adani it is around 23plus.
P/E is just 11.45 for CESC
Invest for Target price of Rs 550 plus with a 1 year viewpoint.
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