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| Name of Company | NHPC Ltd |
| BSE Code | 533098 |
| NSE Code |
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| ICICI Code | |
| Established | |
| My Take | Like |
| Headquarters | Faridabad |
| Promoters | Govt of India |
| Story | 35K Cr market cap company even at all time low of Rs. 28. About 86% promoter stake held by government. Listed in Sep 2009. Really good company with good projects coming up. |
| Sector | Energy |
| Sub-sector | Hydro-power |
| Website | |
| Positives | EPS is at 1.76 for FY10 which makes the P/E 16.47. For a annual earnings of 4300 Cr in FY10, the market cap is slightly high. With commissioning of the new power plants, the earnings and profit growth is on track. Hydro-electric power requires less maintainance and no fuel costs. |
| Negatives | Government policy and slow processing may hurt commissioning new projects. Hydro-electricity requires heavy capital, long commission periods. Profitability depends on vagaries of nature (rain and earthquakes) |
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May 29, 2010
NHPC Ltd - 533098
May 26, 2010
NTPC gets Maharatna powers - 532555
Consequent upon grant of Maharatna status, the Board of Directors of NTPC shall be, inter-alia, empowered to make equity Investment to establish financial joint ventures and wholly-owned subsidiaries and undertake mergers & acquisitions, in India or abroad, subject to a ceiling of 15% of the net worth, limited to Rs. 5000 crore in one project as against earlier limit of Rs. 1000 crore.
The exercise of Maharatna powers would be subject to the same conditions and guidelines as laid down by the Government in respect of Navratna CPSEs from time to time.
Source: BSEIndia.com
May 25, 2010
AMD Industries Ltd - 532828
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| Name of Company | AMD Industries Ltd |
| BSE Code | 532828 |
| NSE Code |
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| ICICI Code | |
| Established | |
| My Take | Dislike |
| Headquarters | New Delhi |
| Promoters | |
| Story | 43 Cr market cap at Rs. 22. Listed in 2007. Pepsi, Coke, SAB, UB, Dabur, HLL are all clients. |
| Sector | Manufacturing |
| Sub-sector | Packaging items for beverages, water, beer, etc. |
| Website | |
| Positives | Near the 52 week low of Rs. 20. Promoter seems to slowly increase their stake and in Mar 2010 was at 58%. From 2007 to 2009, it has paid dividends all 3 years. Expected dividend yield is 2.5% or more. 86 Cr reserves for a 90 Cr revenue company (but revenues are flat). |
| Negatives | NPM of 3-4% is less when compared to 18% OPM. Though the profit has marginally increased, EPS has gone down. |
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May 23, 2010
Raj Oil Mills Ltd - 533093
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| Name of Company | Raj Oil Mills Ltd |
| BSE Code | 533093 |
| NSE Code |
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| ICICI Code | |
| Established | 1943 |
| My Take | Dislike |
| Headquarters | Mumbai |
| Promoters | |
| Story | With annual revenues greater than 450 Cr, this company has a market cap of around 200 Cr (at cost of Rs. 55). Company was taken over from original owners(father) in 2001 for 75 lacs. Shifted original plant from Mumbai to Thane. IPO listed in Aug 2009. |
| Sector | Edible oils |
| Sub-sector | Branded edible oils (sunflower, mustard, coconut, etc), buying selling oils, seeds. |
| Website | |
| Positives | 53% promoter holding. 200 Cr market holding at Rs. 54 (all time low for this recently listed stock). |
| Negatives | Oil companies have low OPM/NPM. P/E of 10 at Rs. 55 seems high. |
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Dhampur Sugar (Kashipur) Ltd - 502512
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| Name of Company | Dhampur Sugar (Kashipur) Ltd |
| BSE Code | 502512 |
| NSE Code |
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| ICICI Code | |
| Established | 1972 |
| My Take | So-So |
| Headquarters | Bareilly, UP |
| Promoters | |
| Story | Started as a paper and straw board manufacturer in 1986. In 87, took over a sugar mill. In 89, acquired a paper mill. Then a few more acquisitions and expansions. 7 Cr market cap at Rs. 4.5 cost. |
| Sector | Sugar |
| Sub-sector | |
| Website | |
| Positives | 58% promoter holding. No consistent revenues. |
| Negatives | No consistent profits. |
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IKF technologies - 532414
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| Name of Company | IKF technologies |
| BSE Code | 532414 |
| NSE Code |
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| ICICI Code | |
| Established | |
| My Take | Dislike |
| Headquarters | |
| Promoters | |
| Story | As far as I know, some news in points to IKF provides service to reliance web world. |
| Sector | IT |
| Sub-sector | |
| Website | No website |
| Positives | |
| Negatives | At 3.5, market cap is 151 Cr (when the annual revenue is 53.92 Cr). Promoter holding at 9% shows the promoters have no faith in the company's future. No website- seriously, is this even a company? |
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