Jimit Zaveri’s Stocks Idea Diwali Festival Stock Idea – 2014
Detail report will be update soon.
Kindly construct portfolio as per weightage (%) recommended…..
This category includes a talk on different businesses, industries, etc.
Sharda Cropchem Ltd <—- Click here for details
Sharda Cropchem Ltd. commenced its operations through their sole proprietorship concerns, namely, M/s. Sharda International in 1987.
Crop protection chemical company engaged in the marketing and distribution of a wide range of formulations and generic active ingredients globally. Company are also involved in order based procurement and supply of Belts, general chemicals, dyes and dye intermediates. Company have, primarily, grown organically and core strength lies in identifying generic molecules, preparing dossiers, seeking registrations, marketing and distributing formulations or generic active ingredients in fungicide, herbicide and insecticide segments. Company also recently entered into the biocide segment and have acquired several registrations from the existing registration holders, primarily, in Europe.
A typical agrochemical value chain consists of the following key activities: (a) basic and applied research, (b) identification of new product and registration opportunities, (c) seeking registrations, (d) manufacture of the active ingredient, (e) formulation and packaging, and (f) marketing and distribution.
As of August 5, 2014, the company has over 180 Good Laboratory Practices (“GLP”) certified dossiers and as of July 15, 2014, the company owns over 1040 registrations for formulations and over 155 registrations for generic active ingredients across Europe, NAFTA, Latin America and Rest of the world.
Sharda Cropchem Limited is also engaged in the supplying a variety of Conveyor belts, V-belts, etc. These belts are used mainly in mining projects followed by Steel plants, quarries, grain silos, cement manufacturing facilities, ports, tunneling projects, etc.
Company providing exit offer for the HEP Mauritius whose has 15.87% stake in company and also 9.13% stake of promoters. Company has strong registration competency in generic molecules, experienced management, asset light business model, zero debt company, sound financial performance. On upper price band of Rs.156, P/E is 13.2x on FY14 EPS of Rs.11.82 which is cheap available compare to its peers.
I, Jimit R. Zaveri recommend investors to “SUBSCRIBE” to the Sharda Cropchem Ltd. IPO considering its strong registration competency in generic molecules, experienced management, asset light business model, zero Debt Company and sound financial performance. Sharda Cropchem is available at very cheap by P/E, P/BV and EV/EBIDTA.
Price Band Rs.145-156. Issue open on 5th September and close to 9th September. Market Lot 90 Shares.
I had recommended Bajaj Corp as an investment advice on 18th May,2014.
I recommended Book (50%) profit on 12th June,2014. Now, at the price of Rs. 29, I recommend to book further 10% profit in Bajaj Corp and hold remaining qty.
Return in stock : 36.79% (Recommended on Rs.212)
For detail visit:
http://jimitzaveri.wordpress.com/2014/05/18/bajaj-corp-ltd/
Snowman Logistic Ltd <—- Click here for details
Snowman Logistic commenced their business as a trader of frozen marine products in 1998. After this business company commenced cold storage operations at 4 (four) locations.
Snowman Logistics Limited is an integrated temperature controlled logistics services provider with 23 temperature controlled warehouses across 14 locations in India including Serampore (near Kolkata), Taloja (near Mumbai), Palwal (near Delhi), Mevalurkuppam (near Chennai) and Bengaluru capable of warehousing 58,543 pallets and 3,000 ambient pallets as of 31st March 2014.
The company has an established presence in Pan-India for integrated temperature controlled logistics services. Company proposes to set up 6 temperature controlled warehouses and 2 ambient warehouses at 6 cities by issue capital. Besides strong and experienced management, strong promoters and investors base, established clients, Quality focus, technological advantages and sound financial performance, etc. At the price band of Rs.44-47, the company is quoted at 22.21x and 23.73x on its FY14 EPS of Rs.1.98.
I, Jimit R. Zaveri recommend investors to “SUBSCRIBE” to the Snowman Logistic Ltd IPO considering its strong and experienced management, strong promoters and investors’ base, established clients, Quality focus, technological advantages, sound financial performance and future growth potential in temperature controlled logistics services.
Price Band Rs.44-47. Issue open on 26st August, 2014 and close to 28th August, 2014. Market Lot 300 Shares.