Hidden Jem - Hbportolio (bse 532333)!!!

Thanks sahil, mike and milind

Milind, I am against your view. This company is a pure dept free and its investment purely came from its
equity. The holding of the stocks are brought back past three to four years back. Very intersting is that
HB portfolio is a joint fund managerin tarus mutual fund. it has been started at 1994 and went into a deep trouble
for past 10 to 12 years and now its in firing trend. tarus discovery , & tax gain came with 100% growth in curret year.
Intersting matter is these two also have huge huge huge porstion JP associates. & inturn HB portfolio have tarus funds in
20 to 30 laks at 10 rupee. Now nav is at 35 I think.
i didnot included its value in my research.
So, my consern its have huge huge huge huge instrint value.
If they offload 1 lakhs JP /quarter profit is 20 crores, EPS is 20/1.2 = 16 . So they can easily show
the financial numbers .... very easy.
remember they are holding 15 lakhs jp @ 157!!!!
If the company sales any shares it reflects in financial results, what you needed.
Hence its sure sure sure
Its available at very very very very low price.

Pepoles are relising now only. Thats why all HBs are now at firing trend.
But HBportfolio now at powerpacked condition. Any time it may explode.

BUY BUY BUY BUY HBPORTFOLIO.

Pls let me know -

1) What is diff. between HB Port and HB Stockholdings?
2) What you suggest to buy Port or StockH? Or both has similar holdings?
3) What you think is a bv of Port and stockH at this time?
4) If comp. has such holding (again i am raising this point) then the valuation of it goes over 1000 rs a share, so this is not justifible at this point of time?

5) Again- did you look at hb leasing?

Did you visited HB's websites and collect Quarter to Q financial infos?


Thanks!

holding the gem since 25. the news was the holdings of JP associates and the target given at that time was 200. now you studies show a different and perhaps achievable target of 350 -400. Thanks for the great share and great analysis.

i have bought HBSTOC in BSE..as coudl not buy in NSE.....no probs na...can i sell them in NSE...
i use icicidirect.......

Hi Mate,

Do you have any chance to look at HB Stockholdings? Do you have similar details like you have for HBPortfolio, if so would you please post them for me!

I am doing research on these scrips so it will be helpful if you can post the details for HB Stockholdings as well.

The excel file you have done from where you have got that info? is that from there website

Looking forward to your soonest reply.

Thanks!
MiLiND

tehnically on a med term basis....HB STOCK IS A HOLD.
ONLY A SUSTAINED CLOSE BELOW 98 WILLALTER THE BULLISH OUTLOOK.

hai milind
HB stock, HB portfoilio, HB lease are similar kind of companies , that is investment & leasing .
But main thing is now all are doing investment only. All companies are coming in same management started arround 1985 to 90. From starting These companies reported normaly losses only. But impartment is that their changed their view and doing investment only from 2000 onwards. Their shares bought are some where in 2000 - 2003 . Usuelly they are cornering low price and growth stock. Thats why they are now having JPassociates altogether it may be 50 lakhs. (I think you will certainly not beleive this ) .. HB stock have 24 lakhs JP @ Rs. 38 , HB portfolio have 15 lakhs JP @ 157 and 7 lakhs of crompton @ 7.. The same management is the AMC parterner of TARUS MUTUAL FUND which is the old MNC mutual fund came along with MORGEN STANLY during 1990 s. These HBStock and HB port have lot of investment in TARUS also. TARAUS is ignored by almost all investers due to its worst performance from starting (certainly from 1993 to 2003 market was down and parrallel only... during 1999 to 2001 only software stock is stock other core industries are negleted by investers & market. ) . But intersting is that once the core industries are booming from 2003 HB"s investments are in sky rockets. You will belive highest performance MF is TARUS DISCOVERY, which rose 115% this year. Funds under TARUS group also have similar nature . These funds also have huge qty of JP at very low price. In turn HBGROUPD have huge investment in TARUS at par value. Due to past experience market deniing these not recognized these group stocks & tarus. But it wil not alwas ,, Now all are turned possitive. Hb accuired DCM shrim industires and some small companyes with growth oriented.

Intersting is that HB portfoilo is dept free.... HB stock dept is only 60 cr compare to 24 cr equtiy base and huge investment assets.

If they sell any investment it will reflect in their financial statement and give huge huge huge EPS, inturn it will go to BV and what ever you think. Then people will understand this.

You please go to their site and down load their annual report 2006-07 . All investments are clearly given . I made the exel sheet from that one.

Good & growth oriented never be negleted.... Are you aware of Prakash industries a diverified old company which was negled by investers from 2005 and 2006 eventhogh their posted good results and performance.... now investers relised that now prakash is 300+ i think, which was strugged in Rs.30-40 with low low BE during 2005-06 and early 2007.

So as for my consern HB stock and HB portfolio (I am not including HB leasing which has less investment and that also little one and leasing is doing other bussiness also) are trading very very below their vlaues. People will realise all these points once HBstock and HBport are trading arround 300 to 350 plues. Then all analysist and hi class market pandits will come and recommend the HBs and they will give target in 500---600----700--- Then all people will come and buy these stock.

I am very sure... even 800 points down market HB stock freeeesed at 5% and HBport tested 10% uc and closed positively.

I am giving their site address
http://www.hbstockholdings.com
http://www.hbportfolio.com

I am sure you may done a open mind broad study on these stocks post your comments.
Thanks milind.

BUY BUY HBSTOCK & HB PORTFOLIO-----------

Now JP ASSOCIATES IS splited up to 2 paid up Hence
the reviesed hodling of HB GROUP"s investment are

HB STOCK holding 96 lakhs JP @ Rs. 7.5
HB PORTFOLIO holding 75 lakhs JP @ Rs. 32

hai friends any body fear of JP will go below Rs. 7 in this feared market they can sell their
HPSTOCK........... in turn if JP go below 32 sell your HP PORTFOLIO !!!!!!!!!!!!!!!!!!!

BUY BUY BUY GOOD CHANCE TO HBSTOCK & HBPORTFOLIO....

Some one please ANSWER my query

Once you hv the shares in your DP , you can sell them anywhere.....