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Gold for derisking portfolio
http://www.kitco.com/pop_windows/exchdetails.html
http://www.kitco.com/pop_windows/exchdetails.html
Sunday, May 16, 2010
Spanco Result updates
Great results EPS actual 23 against 21 estimated
Particulars 2009-10 2008-09 Growth
Turnover 1191.08 672.95 77%
OProfit 140.08 60.27 132%
NProfit 64.70 20.29 219%
Sh Cap 28.065
NPM 5.43% 3.02% 241basic point
EPS 23.05 7.22 219%
the share now trades at Rs 119 at PE of 5.16x against peer PE of 18x and below its Book value of Rs 149
Though there was no announcement of dividend or bonus along with results declaration (15.05.2010) one can expect dividend payout of Rs 3 per share along with a bonus of around 4:1
one can expect a PE of 14x for the stock ie an target of 323 based on performance during 2009-10
Particulars 2009-10 2008-09 Growth
Turnover 1191.08 672.95 77%
OProfit 140.08 60.27 132%
NProfit 64.70 20.29 219%
Sh Cap 28.065
NPM 5.43% 3.02% 241basic point
EPS 23.05 7.22 219%
the share now trades at Rs 119 at PE of 5.16x against peer PE of 18x and below its Book value of Rs 149
Though there was no announcement of dividend or bonus along with results declaration (15.05.2010) one can expect dividend payout of Rs 3 per share along with a bonus of around 4:1
one can expect a PE of 14x for the stock ie an target of 323 based on performance during 2009-10
Thursday, May 13, 2010
2010VP12 Micro Tech
Micro Technologies
BSE: 532494
NSE: MICROTECH
Target 2009-10
Total Income Rs 285.90 cr
Oper Profit Rs 116.20 cr
Net Profit Rs 61.76 cr
EPS 56.25 on pd up cap of 1.098 crore shares of 10 each
xpected Book value Rs 299
at CMP of 189.4 the share trades at PE of 3.36 nd PBV of 0.63 as against peer valuation of PE 20 and PBV of 4
At CMP of Rs. 185 the Mar Cap with o/s pd up capital of 1.09 cr shares is Rs 203 Cr
The share is trading at PE of around 3.3 against peer PE of 20
after
considering dollar devaluation for foreign exchange conversion @ 10%
the company is likely to post topline growth of 40-45% ( Rs 470 cr) for 2011 since it is concentrating revenue from developing countries and it already has partnership with airtel in india which will / may extend to south africa acquistion of Zain
the company is likely to post bottomline of Rs 89 crore which will converted to PE of 5.5 for 2011 an hence price target of 405-435 by dec 2011 at current capitalalisation structure
BSE: 532494
NSE: MICROTECH
Target 2009-10
Total Income Rs 285.90 cr
Oper Profit Rs 116.20 cr
Net Profit Rs 61.76 cr
EPS 56.25 on pd up cap of 1.098 crore shares of 10 each
xpected Book value Rs 299
at CMP of 189.4 the share trades at PE of 3.36 nd PBV of 0.63 as against peer valuation of PE 20 and PBV of 4
At CMP of Rs. 185 the Mar Cap with o/s pd up capital of 1.09 cr shares is Rs 203 Cr
The share is trading at PE of around 3.3 against peer PE of 20
after
considering dollar devaluation for foreign exchange conversion @ 10%
the company is likely to post topline growth of 40-45% ( Rs 470 cr) for 2011 since it is concentrating revenue from developing countries and it already has partnership with airtel in india which will / may extend to south africa acquistion of Zain
the company is likely to post bottomline of Rs 89 crore which will converted to PE of 5.5 for 2011 an hence price target of 405-435 by dec 2011 at current capitalalisation structure
Wednesday, May 12, 2010
2010VP11 Su-raj Diamonds and Jewellery
Su-raj Diamonds and Jewellery
CMP Rs 50.90 Mar Cap Rs 315cr
BSE: 507892 NSE: SURAJDIAMN
may consider exposure to SURAJ DIAMONDS with target of 125 within six months
based on better results for 2009-2010
standalone
Turnover 3042.8 cr
OPBIDT 100.44 cr
NProfit 67.74 cr
EPS 10.98 PE 4.55 against peer PE 15.5
BV 133 PBV 0.375 against peer PBV 1.33
analysis of consolidated results
Turnover 3402.63 cr
OPBIDT 107.28 cr
NProfit 85.00 cr
Consolidated EPS 13.79 PE 3.63 against peer PE 15.5
BV 133 PBV 0.375 against peer PBV 1.33
The company had raised Rs 78 crore by issue of 1.8 cr shares during Oct 2009
The benefit from investment thereof shall start flowing from June 2010
The Share holding pattern of 6.16 crore shares as on 31.03.2010 is as follows
Promotors 34.6 FII 38.50 DII 1.00 Public 25.
CMP Rs 50.90 Mar Cap Rs 315cr
BSE: 507892 NSE: SURAJDIAMN
may consider exposure to SURAJ DIAMONDS with target of 125 within six months
based on better results for 2009-2010
standalone
Turnover 3042.8 cr
OPBIDT 100.44 cr
NProfit 67.74 cr
EPS 10.98 PE 4.55 against peer PE 15.5
BV 133 PBV 0.375 against peer PBV 1.33
analysis of consolidated results
Turnover 3402.63 cr
OPBIDT 107.28 cr
NProfit 85.00 cr
Consolidated EPS 13.79 PE 3.63 against peer PE 15.5
BV 133 PBV 0.375 against peer PBV 1.33
The company had raised Rs 78 crore by issue of 1.8 cr shares during Oct 2009
The benefit from investment thereof shall start flowing from June 2010
The Share holding pattern of 6.16 crore shares as on 31.03.2010 is as follows
Promotors 34.6 FII 38.50 DII 1.00 Public 25.
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