The Most Valuable Ones- Script a day

[Nksagar]

HERO HONDA
The two name one hero originaly the propunder in the name of bycycle industry made a name when two big players in cycle industry Atlas and raleigh were making great headyways in 70s. The Hero cycle in those days pushed itself in forfront and took the market to surprise. similarly the hero group which I suppose hails from Ludhiana as one of leading businesman of the city shook hands with Honda , a name which has given much teething trouble to their comettitor globally, both Hero Honda is the most successful group in the motor cycles as the group is all set to this current year be as the largest two wheeler cos in the world for the fu\ourth year in succession.
Even the fuel getting dearer and dearer the industry leader hero Honda has survived becuaes of their new models and fuel consumption economy models . It has 2.16 millions of motor cycle sale and is virtually the market leader and hold market share in higher values.
Bajaj is monopolised in scooter section and Hero Honda style itself with further latest models in their kitty to be leader in time to come.
The company has world class rating and more space for it to ride further in global market.

With regards

Nksagar.com

 

[Nksagar]

Re Aurobindo Pharma :

The rising star of Indian pharma companies ,recently included in Forbes list as the BEST undera Billion-ASIAS Rising Companies . Amongst best small companies in Asia .The company entered stock market in 1995 at around Rs 70.00 with bonus adjustment.
Its market capitalisation is over 2000Cr and is traded at the Min 270 to 430,
The company has decided tyo become the lowest cost producing in its products as drug intermediaries and in producing generic formulations.
Making an hectic efforts to tap generic markets in the developed countries.The company is updaing its R& D and in process of establising centres in Mumbai.
Its annual sales has grown upto 2004 at an annulaised basis of about 16%over the past four years , In last year its sales were more than 1300 cr and profit more than 125cr.The vat and fringe tax has brought the share to its downswing , as the case with other pharma cos shares.

As per the ET 500 details the company has put at 128 position as top 150cos ranked by sales and in market captilisation the ET 500 ranks the company to 101 level.

The share is good to watch at the lower rates and appears good to be in ones portfolio for long term.

urs Nksagar

 

[Nksagar]

Cummins India :

The company is german one jointly with Kirloskar and hence its old name is Kirloskar cummins .Each country has its specialisation in particular industry with respect to the collective ability of that state.Germans specialsed in engines and gave to the world most wonderful cars engines primemovers and great source of energy the atomic ones.
Cummins India is part of technology company of German outfit and is one of the unique company in the world as it is taking formost strides in perfecting and making LPG engines for heavy vehical and may soon enter light commercial vehicals. Secongly there is not much global demand for LPG as its thrust area in Metro only.But is the order of future.
The company has basic products to which they have excelled in manufacturing Industrial generators for which diesel engine of heavier capacity is basic products.
The company has abundent order for their generator,diesel engine and main original supplier OE for LPG heavy vehical engines to the manuferer of heavy vehical like buses.The finanacial result of the company is quite encouraging and orders in hand are plentiful.This engineering company fits in the country where energy is short in supply.or industry which needs power back up.
The main competitors to the cummins are crompton greaves .
The oscillalting graph of this script is between 80 to 130'
The face value of the share after the split is Rs 2.00.
The Energy supply to power company appears to remain in limelight for quite some years.
Hence the script hold value.
With regards,
Urs Nks

 

[garun1979]

Re: Cummins The Most Valuable Ones- Script a day

Hi

i ahve been holding the Cummins stock for quite a while, Had bote it at 130.While the fundamentals are sound , i think the concern is the increasing raw material prices but for which it could have shown higher operating margins. expected eps for 04-05 is around Rs.6.30. comp maintains a high DP ratio, so u can expect a final divd of aroung Rs.2-2.5.

It has recently started doing fin transaction/ back office processing work for Cummins worldwide. This wud result in incremental revenues of around Rs.8-10 crores.

It had been consistenly announcing bonus/stock spilt till 1994. Howevr since than it has not gone in for either

There was a continuous money flow into the stock for thr past few days, but it has turned negative in the last 3-4 days ( bloomberg tool - GM ).

On tech analysis - macd had crossed the signal line sm time bak, givin a buy signal..but volumes are low

Can anyone in the group talk more about the short term target for this scrip.

Regards
Gaurav

 

[amikap]

HI
I give the following tipswhich should fare well
1. Kitply Industries
2. Pioneer Embroiders
3. Monalisa Infotech
Thanks
amit

 

[Nksagar]

Hello amikap,

Look up following site

wwwbuzzingstocks.com
wwwmyiris.com,
wwwnse-india,com
kitply is heavy voluminous trading on friday,hopes hopes its birla concern.but watch its results and always watch qtly results to enter in big way.
with regards,
ursnks.

 

[joy_mitali]

Hello NKSagar,
Great going!!!------Your invaluable informations are giving a new dimension to my database----Can u,plz, give us information about VESUVIOUS and RINCALC?

Thanks a lot,-----for all this pain staking job.
Regards,
joy_mitali

 

[Nksagar]

Dear joy,
Ur raincalc quarter results is not enouraging ,
vesuvious very favourite stock may be bluechip in making but still watch results. good to hold and have shares seond leader to emerge as forrunners.

with regards,
ursnks.

 

[Nksagar]

United Phosphorous

As we all are aware of the fact that chemical industry is also on the run and shall be making healthy progress as the demand in the manufcaturing sector have started picking up, This company as evident from its name suggest that it is manufacturing phosphorousand most of my fellow investors know that phosphorous is very inflammabl one and is used for the purpose of minning ,ammunitions medicines,pharmaceuticals and to manufacture phosphrous at such large level is defintely a prestigious one. This company has latest technique and and is one of the best producer of the phosphoric chemicals, may be the best in ASIA IN ITS FIELD.
The uniqueness of the company has inspired the shaw wallace promoters to participate
and are investing may be to the tune of 400cr for holding their stake.
The company time to time provides its shareholders with rich dvidends and bonous.
Good script to watch and enter at lower levels.

With regards , I remain,
UrsNks.
wwwNksagar.com

 

[pkjha30]

Excellent thread and series Nksagar.

I am sure many members would be looking forward to reading your posts.

Hi
NKsagar

No posts since 11th may 2005. I understand that people make monies both ways whether market goes up or down, when trading.
Do keep posting as they are quite informative.
Pankaj