Saturday 3 September 2011

MULTI-BAGGER :SEPT-2011- PART-2 SHARE TIPS




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OUR MULTIBAGGER BULLISH STOCK:
FINANCIAL SECTOR:
L&T Finance: CMP: 50.05: Target: 55(short term)+70 (long term)
(Accumulate on dips)
·        The stock is trading at a discount toits issue price. Post issue, L&T holds 82 per cent in the company. With itssubsidiaries, L&T Finance covers the entire gamut of financial services. Itcontributes 10 per cent to the overall L&T business. Buy with a target of55.
TEXTILE SECTOR:
ARVIND LTD: CMP 79.15: TARGET: 100-125
·        The company is witnessing strong demandexpansion in textiles as well as brands and retail businesses.
·        "We are planning significantaddition in fabric manufacturing capacity--from current 200 million metre to300 million metre over the next few years," Director and Chief FinancialOfficer Jayesh Shah said.
·        It will open a new plant manufacturing30 million metres of denim in Bangladesh with a total investment of $60million.
·        Since ARVIND LTD are already exporting36 million metres denim to Bangladesh annually, having ready market availableand hence, the proposed plant shall be profitable from day one.
·        LAND BANK+EPS:10.44(ESTIMATED)+ CURRENTPE:11.31

Income Statement
(Jun '11)
(Mar '11)

Quarterly
Annual
Net Sales
821.76
2691.22
Other Income
15.44
34.51
PBDIT
161.52
445.55
Net Profit
66.33
134.80











REALTY SECTOR:
·        GAMMON IND: CMP76.60: TARGET: 125
                 (ACCUMULATE ON DIPS)
·        Gammon India net profit rose 69.21% toRs. 60.46 crore in the quarter ended March 2011 as against Rs. 35.73 croreduring the previous quarter ended March 2010. Sales rose 4.34% to Rs. 1737.86crore in the quarter ended March 2011 as against Rs. 1665.60 crore during theprevious quarter ended March 2010.
·        BOOK VALUE:132+EPS10.4(ESTIMATED)+CURRENT PE 8.3
·        Gammon is also active in the SocialInfrastructure sector through its operations in the realty project segment.Examples include residential complexes such as Pebble Bay and Godrej WoodsManEstate in Bangalore, Godrej Kalyan in Mumbai, RNA Exotica, Mumbai; Hotelcomplexes such as Hotel Leela Palace, Chennai and G Staad, Bangalore besidescommercial complexes such as Galleria Mall(INXS) in Bangalore. Gammon is alsocurrently undertaking a major project for ISKON at Sri Mayapur inWest Bengalinvolving the construction of a temple complex and a modern cultural centre.
·        Gammon’s projects cover businesses andprojects involving highways, public utilities, environmental engineering andmarine structures. Gammon’s expertise also covers the design, financing,construction and operation of modern bridges, viaducts, and metro rail, both ona Built-Operate–Transfer (BOT) basis as well as contract execution. An exampleis the upcoming ‘Signature Bridge’ project in Wazirabad in North-West Delhi.This project would significantly help in the efficient flow and management oftraffic in the region.
(                (OTHER MULTI BAGGER STOCKS  ON 04/09/2011)

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