VST Industries

VST Industries Ltd. is a public conglomerate company headquartered in Hyderabad, India. The company manufactures and distributes cigarettes.
It started off as the formerly Vazir Sultan Tobacco Company, commonly known as VST and shares collobration with British American Tobacco group of the United Kingdom.
The company manufactures and distributes cigarettes under the brands names of Charms, Charminar, Gold,'"Moments"Etc. The company is headquartered in Hyderabad, India. It is 3rd largest cigarette manufacturing company in India.
The first and second largest are:
ITC and Godfrey Philips India

- Stock is providing a good dividend yield of 3.28%.
- Company is virtually debt free.
- Company has a good return on equity (ROE) track record: 3 Years ROE 44.36%
- Company has been maintaining a healthy dividend payout of 73.22%
Low promoter holding @ 32.16 is something to worry about.

Compounded Sales Growth
10 YEARS:9.80%
5 YEARS:14.46%
3 YEARS:12.27%
Compounded Profit Growth
10 YEARS:14.41%
5 YEARS:19.64%
3 YEARS:35.52%

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Large vs Mid vs Small vs Micro Cap stocks

	Large Cap	Mid Cap	Small Cap	Micro Cap
Chance of stock price falling/rising	Low	Medium	High	High
Degree of stock price fluctuations	Low	Medium	High	Very High
Liquidity (Shares available to buy or sell)	Very High	High	Low	Very Low
Information available about company	Very High	High	Low	Low
Independent Analyst opinions	Very High	High	Low	Low
Values	Above 10K Cr	2K-10K Cr	250-2000Cr	Less than 250 Cr

Transchem - A company with no business

There are many fraud businesses that trade in the stock market.

Transchem is one share where there is no business to value. They have no operations, the management is not lying about it.

FY13 Annual report:

During the year your company could not commence any business activity. Various business options to revive the Mushroom Division of the Company were considered however due to national and international economic scenario none of them appeared feasible. In view thereof your board decided to dispose off that plant. Your directors are looking out for economic feasibility to set-up a unit for research of new pharmaceutical molecules.

 Does it seem like the company is trying to sincerely setup a research unit?

Please check the FY09 report:

The Mushroom Division of the Company that was operated on a 100% EOU is non operational for several years.

The Company is having a large chunk of land and building near Pune, Maharashtra where the Mushroom division is located.

As the management of the Company foresees very dim possibility to restart the Mushroom Division, in view of the same it is proposed to convert the facility of mushroom division to other profitable line of business.

The proposals to convert the factory site of the Company into software SEZ / Biotechnology SEZ are under consideration. Final decision be taken only after detailed feasibility study carried out by professionals.

 The company does the same thing every year, try to start some business. But they would chase an industry that is more attractive. Why are the shareholders even holding these stocks? Are these not cases of fraud? Please let me know if you agree or disagree.

Types of Pharma companies

R&D
manufacturing
Mainline/Brand-name
Generic
contract manufacturing
API manufacturing

Pfizer

pfizer- good dividend yield, 

almost zero debt, 

not an exporter (less than 5%), 

depends on india growth story, 

7-8% long term sales growth and regular, 

very good operating margins, 

large foreign promoter

Sundaram Multi Pap -Completely Avoid

Not a part of TVS Sundaram group.

poor growth in sales

Sundaram Multi Pap Ltd
903, Dev Plaza, Opp Fire Station, S.V. Road, Andheri (W),Mumbai- 400058.

http://www.sundaramgroups.in/

PE is 89 times (atrocious)

heavy debt (Interest Coverage Ratio: 1.55)

Pledged promoter holding (Promoters have pledged 41.86% of their holding)

International Travel House - Where will this take you?

https://www.travelhouseindia.com

complete travel management
has links with leading companies worldwide
for Indians who visit abroad and foreigners who visit India
does not have very good online presence

Regular good dividends
regular moderate growth
grown profits faster than sales

Low debt (Interest Coverage Ratio: 887.67)

Public Sector Banks - PSBs

1	532480	ALLAHABAD BANK	95.8
2	532418	ANDHRA BANK	62.85
3	532134	BANK OF BARODA	620.15
4	532149	BANK OF INDIA	233.6
5	532525	BANK OF MAHARASHTRA	36
6	532483	CANARA BANK	267.45
7	532885	CENTRAL BANK OF INDIA	49.65
8	532179	CORPORATION BANK	265.55
9	532121	DENA BANK	61.5
10	500116	IDBI BANK LTD.	64.7
11	532814	INDIAN BANK	110.75
12	532388	INDIAN OVERSEAS BANK	50.35
13	532209	JAMMU & KASHMIR BANK LTD.,THE	1454.3
14	500315	ORIENTAL BANK OF COMMERCE	206.35
15	533295	PUNJAB & SIND BANK	43.75
16	532461	PUNJAB NATIONAL BANK	604.95
17	501061	STATE BANK OF BIKANER & JAIPUR	319.6
18	500112	STATE BANK OF INDIA	1639.1
19	532200	STATE BANK OF MYSORE	423.9
20	532191	STATE BANK OF TRAVANCORE	422.1
21	532276	SYNDICATE BANK	96.15
22	532505	UCO BANK	75.35
23	532477	UNION BANK OF INDIA	125.85
24	533171	UNITED BANK OF INDIA	32.2
25	532401	VIJAYA BANK	39.65