ORTIN LABORATORIES LIMITED - OUR NEXT MULTIBAGGER

ORTIN LABORATORIES LIMITED, a Trusted Reliance for Quality established in the year 1986 to offer QUALITY Drugs and Medicines to the suffering mankind. Our Formulations unit is located in a spacious area of 25000 sq feet with all ultra-modern infrastructures as per the WHO GMP Standards to manufacture the complete range of Pharmaceutical Formulations of TABLETS, CAPSULES, SYRUPS, and DRY POWDERS.

LIST OF MAJOR CLIENTS

 

FUNDAMENTAL REASON -

• Quarter 2 ended 30Sept2015 have a net profit of Rs64lacs while last year profit was Rs90lacs.
• Increasing orders.

 TECHNICAL REASON - 

 EVERBULL STOCK

CMP -34.85

 

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment.

 

SINTEX INDUSTRIES

ABOUT COMPANY

SINTEX is the world largest producer of plastic water tank. It is also Asia's largest manufacturer of corduroy fabrics. Sintex has a strong presence in the European, American, African, and Asian markets including countries like France, Germany and USA. It is primarily in manufacturing textiles & plastic products. Its manufacturing includes a wide range of plastic products including prefabricated structures, industrial custom moulding products, monolithic constructions and water storage tanks. In the textile segment, the company focuses on niche segment specialising in men's shirting.

PRODUCTS OFFERED

• BUILDING PRODUCTS
• CUSTOM MOULDING
• TEXTILES

WHY SINTEX - 

• The company expects a steady growth of 18-20 per cent in its pre-fabrication business catering to sewage treatment plants, biogas plants and organic waste management structures.
• Benefiting from swatch bharat mission, smart cities initiatives in future.
• Strong quarterly results.
• Improving cash flow from operations
• Improving leverage and gearing ratio's

TECHNICAL REASON

• INCREASED VOLUMES
• EVERBULL STOCK

CMP - 106

ALLIANCES - 

• Sintex-Wausaukee Innovative Composite Solutions - USA
• Nief Plastic SAS
• Bright AutoPlast Pvt. Ltd.(automotive components)

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment.

BIG PHARMA BRAND - DR. REDDY

Dr. Reddy's Laboratories, is a multinational pharmaceutical company based in Hyderabad, Telangana, India. The company was founded by Anji Reddy, who previously worked in the mentor institute, Indian Drugs and Pharmaceuticals Limited, of Hyderabad, India. Dr. Reddy's manufactures and markets a wide range of pharmaceuticals in India and overseas. The company has over 190 medications, 60 active pharmaceutical ingredients (APIs) for drug manufacture, diagnostic kits, critical care, and biotechnologyproducts.

Current Market Price - 3,384/-

Fundamentals - 

• Improving revenue
• Comfortable gross and net profit margin
• Improved operating cash flows
• Increased investment activities.

Technical Reason -

• Strong support at 3200-3250 level
• Increase in volume in the last 1 week
• Improved deliverable of script.

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment. 

HAPPY DIWALI

A candle loses nothing by lighting another candle. Similarly i thought to share some of my knowledge this Diwali. Before i share my knowledge related to multibagger i wish all my readers have all the happiness, health, wealth, prosperity and lovely year ahead. Happy Deepawali.

5 Things to look for a multibagger pick;

• Stocks trading at a lower valuation as compared with peers in the market. Also check with respect to the fair value, book value, enterprise value.
• Stocks where most of the public are not interested or not aware about it currently. Don't treat low volume scripts as a criteria of mentioned  in this point.
• Company with good growth in sales/revenue. Also the margins are expanding which will pace the overall profit of the company
• Companies which are leader in the market position or are experts in the relevant fields. Try to find a company which are in oligopoly market.
• Always have a check on the management. Management must look forward to improve balance sheet and cash flow.

ESCORTS - Diversify your portfolio with engineering sector

The Escorts Group, is among India's leading engineering conglomerates operating in the high growth sectors of agri-machinery, construction & material handling equipment, railway equipment and auto components. Escorts is a leading manufacturer of auto suspension products including shock absorbers and telescopic front forks. Escorts has been a major player in the railway equipment business in India for nearly five decades with product offering includes brakes, couplers, shock absorbers, rail fastening systems, composite brake blocks and vulcanized rubber parts.

Businesses includes;- 

Why Escorts - 

• CAGR of 10.9% over the last 10 years
• Market share of 45% as at FYE15 in industrial segment
• Promoter holding - 43% as of Jun15
• Agri-machinery, which contributed to the 80% of the top-line, offers primarily tractors and tillers, harrows, ploughs, bailers, rotavators alongwith lubricants, engines, gensets. 
• The company, a few years ago had designed a reinvention plan; the revival plan included management reshuffling, raw material cost control, consolidation of plants, downsizing the workforce and thereby achieving a substantial improvement in operating margins. The company has been well on track with the objectives set in 2012.  

TECHNICAL REASON

• Have a immediate support at 140-150
• Strong support at 100-110

CMP - 175

INTERESTING FACTS -

• This stock is in the last 24 years its in a range and never participated in a big way in any of the past rallies. so its time is now.
• Rakesh jhunjhunwala and goldman sacs are the large share holders in this script.
• May give 3 fold return in long term.

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment.

Ramco Systems - Highly potential script

Ramco Systems Limited is a software products and services provider incorporated in India. Ramco Systems is a provider of Enterprise Resource Planning, Human Capital Management and Aviation Maintenance & Engineering (M&E) & Maintenance Repair & Overhaul (MRO) Software. It is attempting to position the technology company in the global market to challenge established giants like SAP and Oracle with its cloud product, likely at the low end of the market.

Recent News - 

• Ramco wins order from Mission Aviation fellowship, Pay Partners Australia.

Why Ramco - Basic Reason

• Strong and Increasing customer base including Dabur, FedEx Express, Rak Bank, Air India etc.
• IoT ( Internet of Things) will further drive cloud adoption
• Strong credit rating by Moody's
• Turnaround in fundamentals of the company - detail mentioned below

Fundamental Reason

• Improved Cash flow from operating activity and increase in investing activities as compared to last 2 financial years
• Revenue improved by approximately 38% as compared with previous financial year.
• Positive and improved gross and net profit margins ( Company had negative margins over the last 3 financial years)

Technical Reasons

• Strong support at Rs 650/-
• Climax in the chart means it can move up any day

Company website - http://www.ramco.com/

Current price - 777/-

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment.

Redington limited - a gem which should be a part for all portfolio for long term

Redington is one amongst the top supply chain solution providers worldwide to over 100 leading manufacturers of Information Technology, Telecom, Lifestyle and Consumer Electronics Products. Having a client base with Samsung, HP, Wipro , Xiaomi etc. The company's management includes J Ramachandran, R Srinivasan, Raj Shankar, M Raghunandan, R Jayachandran, Tu Shu Chyuan, N Srinivasan, M Muthukumarasamy, Nainesh Jaisingh, Lin Tai Yang, V S Hariharan, Keith WF Bradley, Suchitra Rajagopalan.

It is listed on the BSE with a BSE Code of 532805, NSE with an NSE Symbol of REDINGTON

Current price - 110/-

Target Price - 450/-

FUNDAMENTALS

Particulars	Mar ' 15	Mar ' 14	Mar ' 13	Mar ' 12	Mar ' 11
Sales	12,021	11,257	10,410	9,840	8,323
Operating profit	302	289	298	290	244
Interest	62	77	84	77	43
Gross profit	289	260	259	244	207

Points to watch 

1. Increase in sales

2. Reduction in  interest expenses

3. Cash flow from operating activities increased impressively. 

4. Good return on equity in the last 5 years

TECHNICAL REASON

Share is consolidating in a range for a long time. so its a time it will rose to a new high. Potentially its a multibagger and one can hold it for long term in their portfolio. 

Company website - https://www.redingtonindia.com/

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment. 

Adani Port looks good for short term

Today we are looking forward for a short term script which seems to be good for short term gain . Adani port is at its support level which is the strongest support zone for the script. one can buy at current price till Rs 295/-. Short term target for this company is Rs 340/- within one month. Chart of Adani port are as follows;

Also  put a strict stop loss of 280. For short term tips always put a stop loss while trading.

WHATS THE VIEW FOR SUZLON ENERGY

Suzlon is a market leader in India with a global footprint across Asia, Australia, Europe, Africa and North and South America. Over the past two decades, Suzlon has built and consolidated its presence in 19 countries, by crossing 14600 MW of wind power installations globally. Suzlon's global wind installations help in reducing 44 million tons of CO2 emissions every year.

RECENT NEWS

• Suzlon commissions 6.25 MW-wind power project for National Stock Exchange.
• Indian government gives green light to offshore wind development

FUNDAMENTAL

Rs in crore	Jun' 15	Mar' 15	Dec' 14	Sep' 14	Jun' 14
Sales	1,115.97	409.97	289.09	754.01	817.23
Operating profit	67.79	-210.23	-96.44	-69.23	-5.08
Interest	198.32	312.94	269.92	297.68	338.85
Gross profit	11.44	-336.26	-319.09	-318.33	-293
Other income	141.97	186.91	47.27	48.58	50.93
Net profit / loss	-97.38	-111.24	-4959.59	-528.38	-433.13
OPM (%)	6.07	-51.28	-33.36	-9.18	-0.62
GPM (%)	0.91	-56.34	-94.87	-39.66	-33.75
NPM (%)	-7.74	-18.64	-1474.49	-65.83	-49.89

Points to watch

• Company started to generate profit from last quarters
• turn around story - from a huge loss in the past years company had made profit which will be beneficial for the share holders
• Increase in sales and new contacts won by the group

Reason to buy

• Government is encouraging solar and wind power projects and may come up with some good taxation rules for these companies
• Promoters are now Sun Group, so the management part can be an added advantage for the Company

Technical Support

Strong support at Rs 19-18 . One can buy at cmp 21.15 (also suggested to add more on dips) and hold it for long term for a target of 50/75/100.

Disclosure - I am not a research analyst and expressing opinion only as an individual investor in Indian equities. Readers should consult their financial advisers before any investment. 

Is SNOWMAN LOGISTICS a MULTIBAGGER

Snowman logistics incorporated as Snowman Frozen Foods Limited, a public limited company under the Companies Act, 1956 in Kochi, Kerala and were  granted a certificate of incorporation on March 17, 1993 and a certificate of commencement of business on May 31, 1993.

Why to buy Snowman Logistics;

BASIC REASON-

1. India's largest integrated temperature controlled logistic company;
2. Value added services such as kitting, labelling, sorting, stuffing and de-stuffing of containers, repacking and bulk breaking;
3. Pan-India presence with integrated temperature controlled logistics solution;
4. Promoter holdings - 40.26 percent

FUNDAMENTAL REASON - 

Particulars	Sep-14	Dec-14	Mar-15	Jun-15
Revenue	48.27	51.3	53.84	59.2
Operating profit	9.93	11.42	13.97	12.42
Interest	3.42	2.73	2.63	2.45
Gross profit	7.05	10.74	13.32	11.26
Employee expenses	4.31	4.45	3.77	5.04
Net profit / loss	2.29	5.84	14.25	5.53
EPS (Rs)	0.14	0.35	0.86	0.33
OPM (%)	20.57	22.26	25.94	20.98
GPM (%)	14.44	20.13	23.86	18.61
NPM (%)	4.68	10.95	25.53	9.15

Points to watch above

• Interest falling .....good sign for growth
• Increasing revenue
• Employee expenses increased due to increase in scale of operations

Technical behavior --

Strong support at 74-81 Rs.... 

I suggest one can buy this share at current market price of Rs94/- and hold it for long term which can fetch a target of 400 or above...

Suggestion - Buy more on dips as its a wealth creator stock

About the author

The author is a Chartered Accountant and is in the field of stock market for quite long time. Being a CA my readers will get views about different companies which are fundamentally strong. Also with the fundamentals we will focus on their technical part so that in short term also in long term it will be beneficial to the readers.