Stocks

Project worth around Rs. 190 crore

Sakthi Paper

Posted by : athina
Price when posted : BSE: Rs 15.81 ( 0.32 % )

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Government of Kerala has allotted 3 small hydro
power projects to the company for implementation.
As per the Government order, the Company has
to implement the projects through separate Special
Purpose Companies. Accordingly three new
companies have been incorporated. Government
of Kerala has conveyed the approval to the new
implementation companies for the execution of the
project and also allowing signing up the
implementation agreement by the said new
companies. In this connection Technical Evaluation
and Feasibility Reports (TEFR) for the two projects
have been approved by the Government and for
third project, the Technical Evaluation and Feasibility
Reports (TEFR) is under preparation.
(Projected Cost Rs 145 Crore)
The company has also plans for expanding the
capacity to more than one lac metric ton and the cost of the scheme to be
financed partly by Term Loans and partly by Equity
Fund. When this is completed the company will
also be one of the Big Players in this sector.
(Projected Cost Rs 45 Crore)...

Heading

Karuturi Global

Posted by : vikramAB
Price when posted : BSE: Rs 16.79 ( -0.71 % ), NSE: Rs. 16.75 ( -0.89 % )

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ggpalan
there is notice on 12 Nov that 1.60 crores shares have been transfered from chairman to md both being part of promoter group. ...

In reply to:

Heading

Posted by : ggpalan

On 19th November three block deals of Karuturi, one in NSE for 19.45 Lacs and two in BSE for 20.02 Lacs and 9.26 lacs have taken place. Details of who bought and who sold not available in money control. Did anybody find it in any other website. Please post it. It will be useful to everybody. Thanks

P and G

P and G

Posted by : karshin
Price when posted : BSE: Rs 1739.90 ( -2.01 % ), NSE: Rs. 1747.15 ( -1.29 % )

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toncare

if you are talking about the link to my articles, please go to "explore forums" and click it you will see `ideas from you` under the head "my space" . you will find articles there.
karshin...

In reply to:

P and G

Posted by : toncacar

Karshin,

Please send me the link to your post.

Regards,
toncacar

Book Value 11 Rs

Vishal Info

Posted by : manjyot
Price when posted : BSE: Rs 12.20 ( -2.79 % ), NSE: Rs. 12.25 ( -2.00 % )

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friend

results for last two qtrs are excellent

company is giving bonus share & also divident

phir bhi pata nahin kyon yeh sab ho raha hai
...

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Book Value 11 Rs

Posted by : pallavac

results are good or bad?

A Multibagger - More details

Asian Hotels

Posted by : manishgatha
Price when posted : BSE: Rs 444.95 ( 5.70 % ), NSE: Rs. 443.75 ( 5.44 % )

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each going into the fold of each company, where the controlling interest will be vested with each promoter group. The shareholders of Asian Hotels will get one share of each of the three companies for every three share of Asian Hotels held by them pre-demerger. All the three companies will get listed on the Stock Exchanges.

Each of the three major promoter groups have acquired independent interests in the hospitality industry. The Saraf Group owns Unison Hotels Ltd. which owns The Grand, a 390 room 5-Star Deluxe Hotel located close to Vasant Vihar in Delhi. The Saraf group also has interest in Hotel Yak & Yeti in Kathmandu, Nepal. As per various press reports, Unison Hotels has plans to build 8 hotels in the next 4-5 years in various cities including Bangalore, Hyderabad, Mumbai and Chennai. Shiv Jatia’s Magus Estate & Hotels Pvt. Ltd. is developing Four Seasons Hotel in Worli, Mumbai which is being constructed on 12000 sq. mtr land and is expected to open in April 2008. The Gupta Group has interest in Edenpark Hotels Pvt. Ltd. which owns The Qutab Hotel in New Delhi. Another company of the Gupta Group, Innova Hotels & Resorts Pvt. Ltd. has plans to build three hotels under the Clarion brand of Choice Hospitality. Besides the ones mentioned above, each promoter group has many other companies eng aged in the Hotel & Hospitality business.

We believe that the demerger will enable each promoter group to take a long-term strategic decision about their company`s future, which may not be possible under the present arrangement. We believe that post restructuring and demerger, each of the three promoter groups will vigorously pursue growth through mergers and acquisitions for the three resultant undertakings. This would ultimately result in enhancement of shareholder value.
...

Will it come back to 250 ?

Jai Corp

Posted by : baba123
Price when posted : BSE: Rs 215.80 ( 1.22 % ), NSE: Rs. 215.30 ( 1.01 % )

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350 target with in 6 months
...

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Will it come back to 250 ?

Posted by : Jvn

This one is a crap/scrap, invest else where, you may get good return.

A Multibagger

Asian Hotels

Posted by : manishgatha
Price when posted : BSE: Rs 444.95 ( 5.70 % ), NSE: Rs. 443.75 ( 5.44 % )

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Background Asian Hotels Ltd
Asian Hotels Ltd. set up its first 5 star deluxe category hotel in Delhi – Hyatt Regency in 1982. Since then Asian Hotels Limited has set up two more 5 star deluxe hotels in India, one each in Mumbai and Kolkata. While Hyatt Regency Kolkata started full-fledged commercial operation from 1st January 2003, Hyatt Regency Mumbai commenced operations from 1st April 2003.

HYATT REGENCY, NEW DELHI
Hyatt Regency, New Delhi is located at Bhikaji Cama Place and is a 5-Star Deluxe Hotel. The hotel has 508 Rooms and Suites and is well equipped with High Speed Internet, Swimming Pool, Fitness Centre, Business Centre, Boutiques, Salon and Restaurants offering a wide variety of dining options.

HYATT REGENCY, MUMBAI
Hyatt Regency, Mumbai is located at Sahar Airport Road is also a 5-Star Deluxe Hotel. The hotel is close to the Mumbai International Airport and also not too far from the domestic terminal. The hotel has 401 rooms which are well equipped with Flat Screen Televisions, High Speed Internet, Swimming Pool, SPA, Fitness Centre, Business Centre, Boutiques, Salon and Restaurants offering a wide variety of dining options

HYATT REGENCY, KOLKATA
Hyatt Regency, Kolkata set on 6.5 acres of landscape gardens is a luxury hotel located in the business district of Salt Lake City. The hotel has 235 Rooms and Suites and is well equipped with High Speed Internet, Swimming Pool, SPA & Fitness Centre, Business Centre, Boutiques Salon and Restaurants offering a wide variety of dining options.


Demerger of the Company - Scheme of Arrangement Asian Hotels Ltd
The promoters of the company are constituted in three major groups since the inception of the company - the Jatia Group, the Gupta Group and the Saraf Group. In due course of time, each of the three groups have acquired independent interests in the hospitality industry.

To avoid any potential conflict of interest amongst the three groups inter-se and the other shareholders of the company, the promoters have agreed on restructuring of the company by way of a Scheme of Arrangement. The Scheme of Arrangement envisages the trifurcation of the company into three independent undertakings, with each promoter group taking control of each of the three undertakings. The other salient features of the scheme of arrangement and demerger are :-

(A) It envisages the trifurcation of the Company into three undertakings in the following manner: (i) Delhi undertaking (ii) Kolkata undertaking together with the investments and development options in Bhubaneshwar and Regency Convention Centre and Hotels Limited, and appropriate cash liquidity; and (iii) Mumbai undertaking together with the investments and development options in Bangalore.

(B) It envisages that the Mumbai Undertaking and the Kolkata Undertaking would be transferred to and vested in Chillwinds Hotels. Ltd. (Transferee Company-I) and Vardhman Hotels Limited (Transferee Company-II) respectively. Asian Hotels would then be left with the residual Delhi Undertaking.

(C) It provides for an appropriation of general reserves of the Company to the extent of Rs. 11,40,17,820 to increase the paid-up equity share capital of the Company, pre-de-merger, to Rs. 34,20,53,460.

(D) The resultant deemed increased equity share capital of the Company shall be equally allocated to the three undertakings at De-merger.

(E) For every three equity shares of Rs. 10/- each held in the increased equity share capital of the Company pre-de-merger, every equity shareholder of the Company shall be entitled to receive one equity share of Rs. 10/- each credited as fully paid-up, in each of the three undertakings.

(F) The shareholding of all the three resultant companies would be a mirror image of each other. The Scheme of Arrangement has been approved by BSE & NSE.

Conclusion
Asian Hotels currently operates three 5-Star Deluxe hotels in the three Metros – a 508 room Hotel Hyatt Regency in Delhi, a 401 Room Hotel Hyatt Regency in Mumbai and a 235 Room Hotel Hyatt Regency in Kolkata. The company has undertaken a restructuring via a Scheme of Arrangement wherein the company will be demerged into three companies – Chillwinds Hotels Ltd., Vardhman Hotels Ltd. and Asian Hotels Ltd.; with one property ...

Overview

Sakthi Paper

Posted by : athina
Price when posted : BSE: Rs 15.81 ( 0.32 % )

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The total capacity as on 31/3/2009 is as follows 70,000 MT/p.a. which consists of kraft paper 50,000 MT/p.a Duplex Board 20,000 MT/p.a
An added asset of 2 MW co generation for power at a cost of Rs 7 crore protecting the company from power hike shock
...

In reply to:

Overview

Posted by : athina

The Net Fixed asset and Turnover as on 31/3/2005 Rs 18.11 crore Rs 50.55 crore respectively has increased to Rs. 47.73 crore and Rs. 138.68 crore as on 31/3/2009
An Compound annual growth rate of 40.8% in Fixed assets and 47.6% for Sales
The book value as on 31/3/2009 is around Rs 21.50 and balance sheet is around 68 crore.

There is an element of financial engineering as the DEBT equity ratio is only 0.6

Valuation on an EV/tonne basis

JK LakshmiCemen

Posted by : mohankumar1000
Price when posted : BSE: Rs 124.00 ( -0.24 % ), NSE: Rs. 124.20 ( -0.12 % )

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dear Maximindia,
have you recieved the interim dividend?am yet to recieve in my bank account as of this day...

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Valuation on an EV/tonne basis

Posted by : maximindia

In my opinion JKL is priced at 50% discount bcs of mistakes done by management in d past.But now they hv learnt lesson and becoming investor friendly In last 4 months they hv rewarded shareholders with a dividend of Rs 6(Rs 4 for 2008-9 and Rs 2 as interim for current year).Finally FIIs and MFs wl notice d change and accumulate.Even if no takeover it wl give best returns in 6 months.

Could Do WIth Help with Nalwa

Nalwa Sons Inv

Posted by : jashn24
Price when posted : BSE: Rs 1304.20 ( -3.16 % ), NSE: Rs. 1309.70 ( -2.66 % )

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Addressed to  Kalyanmitta

Dear Kalyanmitta,

Nalwa sons as you said , many places give many different interpretations. There are many many cross holdings and a proper valuation of it would need a lot of time to do so. we would be able to derive its intrinsi value, not that bit of a bother, but as nadhi very rightly pointed out , its price at present PE means most of the value got pried in as market got the news of consolidations to happen in the jingal group holding cos.
Another point to consider is that these holding cos stocks , they blast and go up by 80% or more after steep corrections , when bullish period starts..then for the rest of the time , stays flat..
so it may not be woth the effort spent , best thing is if you are holding some shares of it bought at lower prices , thats gr8, and if all those are free shares, nothing better. :)
But i have a download that has detailed the cross holdings and come out with a precise valuation, only thing it is 2005 data. But if you are interested i`ll forward the link for the same so you download and then edit the same and replace the 2005 equity shares of all the group holdings with the 2009 equity shares and arrive at the simple derived value.this way it`ll save u a lot of bother .
I am also trying to get some info on TCI finance, which holds 15% stake in gati, and has investments in amaravali infra projects, which is developing 221MW hydro power plants. Havent got exact info on the extent of its stake in the co, though at least 17% holding in it is confirmed, from info on geojit(dot)com/money control stok info pages-directors report pages. i believe it is more, as tci finance has stake in gati, and gati also i think, has stake in it.
More over, it has a growing, 2 year old subsidary IT co, that is into KPO - patents and legals mainly, and is developing well. At market cap of 21 Cr , and very few floating shares, its hugely undervalued.whenever there`s some news on the power projects completion, it should skyrocket( based on similar pattern seen in 2007 aug), as each MW cost valued at 5Cr.
It belongs to the TCI-Agarwal-Bhoruka group, so promoter reputation is very good.
If you guys have some info on it , would very much appreciate it..
......

In reply to:

Could Do WIth Help with Nalwa

Posted by : jashn24

Dear Kalyanmitta,

Nalwa sons as you said , many places give many different interpretations. There are many many cross holdings and a proper valuation of it would need a lot of time to do so. we would be able to derive its intrinsi value, not that bit of a bother, but as nadhi very rightly pointed out , its price at present PE means most of the value got pried in as market got the news of consolidations to happen in the jingal group holding cos.
Another point to consider is that these holding cos stocks , they blast and go up by 80% or more after steep corrections , when bullish period starts..then for the rest of the time , stays flat..
so it may not be woth the effort spent , best thing is if you are holding some shares of it bought at lower prices , thats gr8, and if all those are free shares, nothing better. :)
But i have a download that has detailed the cross holdings and come out with a precise valuation, only thing it is 2005 data. But if you are interested i`ll forward the link for the same so you download and then edit the same and replace the 2005 equity shares of all the group holdings with the 2009 equity shares and arrive at the simple derived value.this way it`ll save u a lot of bother .
I am also trying to get some info on TCI finance, which holds 15% stake in gati, and has investments in amaravali infra projects, which is developing 221MW hydro power plants. Havent got exact info on the extent of its stake in the co, though at least 17% holding in it is confirmed, from info on geojit(dot)com/money control stok info pages-directors report pages. i believe it is more, as tci finance has stake in gati, and gati also i think, has stake in it.
More over, it has a growing, 2 year old subsidary IT co, that is into KPO - patents and legals mainly, and is developing well. At market cap of 21 Cr , and very few floating shares, its hugely undervalued.whenever there`s some news on the power projects completion, it should skyrocket( based on similar pattern seen in 2007 aug), as each MW cost valued at 5Cr.
It belongs to the TCI-Agarwal-Bhoruka group, so promoter reputation is very good.
If you guys have some info on it , would very much appreciate it..

Overview

Sakthi Paper

Posted by : athina
Price when posted : BSE: Rs 15.81 ( 0.32 % )

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The Net Fixed asset and Turnover as on 31/3/2005 Rs 18.11 crore Rs 50.55 crore respectively has increased to Rs. 47.73 crore and Rs. 138.68 crore as on 31/3/2009
An Compound annual growth rate of 40.8% in Fixed assets and 47.6% for Sales
The book value as on 31/3/2009 is around Rs 21.50 and balance sheet is around 68 crore.

There is an element of financial engineering as the DEBT equity ratio is only 0.6
...

In reply to:

Overview

Posted by : athina

SSPML is engaged in the manufacturing of Kraft Paper and Duplex Board catering to both local and export markets.
It was incorporated in 1991 with an installed capacity to produce 15 tonnes of kraft paper per day. It slowly graduated
to manufacture of 70 TPD each of both kraft paper and Duplex Board at two of its plants in Cochin, in the State of
Kerala.
SSPML is one of the largest manufacturing outfit in South India. SSPML’s two manufacturing units namely Kraft
Paper Units situated at Development Area, Edayar, and Duplex Board Unit situated at Kanjirapilly, Chalakkudy. Both
the plants are well equipped with latest technology of Paper making and fully supported by infrastructures and other
utilities.
SSPML has expand its activities at Edayar by enhancing its capacity to 240 MT per day to meet
growing demand from its customers and to emerge as one of the bigger players in South India by March 2008

SLEEPING GIANT- NHPC

NHPC

Posted by : karshin
Price when posted : BSE: Rs 31.00 ( -1.74 % ), NSE: Rs. 31.00 ( -1.74 % )

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investor11
The P/E of PSU`s is low because of the caretaker management. They are not innovative management because of many rules , regulations and other restriction put on the management which act as killing of innovative spirit of the management team.
karshin...

In reply to:

SLEEPING GIANT- NHPC

Posted by : investor11

It will not be killed by ntpc but will be killed by private competetors,as jindal has stealed arunachal project from nhpc just before ipo proceeding
that is the problem with psu thats why they do not enjoy same pe multiple as their counterparts in private sectors

Could Do WIth Help with Nalwa

Nalwa Sons Inv

Posted by : jashn24
Price when posted : BSE: Rs 1304.20 ( -3.16 % ), NSE: Rs. 1309.70 ( -2.66 % )

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Addressed to  nadhi

Dear Kalyanmitta,

Nalwa sons as you said , many places give many different interpretations. There are many many cross holdings and a proper valuation of it would need a lot of time to do so. we would be able to derive its intrinsi value, not that bit of a bother, but as nadhi very rightly pointed out , its price at present PE means most of the value got pried in as market got the news of consolidations to happen in the jingal group holding cos.
Another point to consider is that these holding cos stocks , they blast and go up by 80% or more after steep corrections , when bullish period starts..then for the rest of the time , stays flat..
so it may not be woth the effort spent , best thing is if you are holding some shares of it bought at lower prices , thats gr8, and if all those are free shares, nothing better. :)
But i have a download that has detailed the cross holdings and come out with a precise valuation, only thing it is 2005 data. But if you are interested i`ll forward the link for the same so you download and then edit the same and replace the 2005 equity shares of all the group holdings with the 2009 equity shares and arrive at the simple derived value.this way it`ll save u a lot of bother .
I am also trying to get some info on TCI finance, which holds 15% stake in gati, and has investments in amaravali infra projects, which is developing 221MW hydro power plants. Havent got exact info on the extent of its stake in the co, though at least 17% holding in it is confirmed, from info on geojit(dot)com/money control stok info pages-directors report pages. i believe it is more, as tci finance has stake in gati, and gati also i think, has stake in it.
More over, it has a growing, 2 year old subsidary IT co, that is into KPO - patents and legals mainly, and is developing well. At market cap of 21 Cr , and very few floating shares, its hugely undervalued.whenever there`s some news on the power projects completion, it should skyrocket( based on similar pattern seen in 2007 aug), as each MW cost valued at 5Cr.
It belongs to the TCI-Agarwal-Bhoruka group, so promoter reputation is very good.
If you guys have some info on it , would very much appreciate it..
...

In reply to:

Could Do WIth Help with Nalwa

Posted by : nadhi

Dear kalyanmitta,

Nalwa has a P/E of 23+. The P/E ratio is always different in many sites.

As far as ramsarup is concerned everything is good but for the price. LOL. Let the bears take charge and we may get a chance. Very very less chances though.

Regards

nadhi

Reliance plans aggressive exploration

Reliance

Posted by : tara23
Price when posted : BSE: Rs 2193.75 ( 0.81 % ), NSE: Rs. 2194.70 ( 0.80 % )

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i do not have worries at all, let them fight to the one another`s finish.. on MOMU..
thanks for ur opinion......

In reply to:

Reliance plans aggressive exploration

Posted by : bhusbhac

tara23 - Don`t worry! Nothing to worry but that is not the subject matter of the case. Assuming that RNRL gets favourable concession as in HHC again the following will always be on my mind.

1. As MDA and VC both brothers entered into a highly inconlcusive agreement. If I have to critisize Mukesh I wonder why he had to concede to the low price for such a long tenure.

2. Both brothers were parties to the PSC. Both had assumed that there was a tax holiday even in case of NTPC where BOTH had represented in the tender. This also was badly handled.

e. The MOU itself is inconclusive in many ways. Such open mindedness bears witness to the extent of the fight so that it could not be concluded in a better way.

The MOU itself is not being argued in its entirety and if it is held and argued and time bar period condoned then there will be more dirty linen being washed in public and you can expect some more outbursts from Anil.

The outburst have not come on record as yet in HSC and the way the matter is bwing argued it may become a subject matter too.

I have no objection to the word `cheat" however it is at this stage irrelevant to the case matter. No matter who wins or who loses there will be NO decision of who is a cheat or not.

I understand that your concern and meaning is as to WHO will decide about who is a cheat however my reply covers generally on the opinion of some on the board.

Somehow we need to get on to a different level altogether.

RIL selling 2,000 KL of fuel every day.

Reliance

Posted by : bhusbhac
Price when posted : BSE: Rs 2193.75 ( 0.81 % ), NSE: Rs. 2194.70 ( 0.80 % )

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pyaretaj - Now if the crude prices fall then retail adds to the bottomline and if GRMs go up then that is much bigger for RIL.

Anyway eventually the petrol bunks had to be activated to sell gas and to promote more and more automobile users to switchover to gas. The retail margin in gas will be tremendous.

Awaing the outcome of the HSC decision which will be anytime soon....

In reply to:

RIL selling 2,000 KL of fuel every day.

Posted by : pyaretaj

NEW DELHI: Mukesh Ambani-led Reliance Industries today said it is selling about 2,000 KL of petrol and diesel everyday from about two-thirds of its 1,432 petrol pumps.

RIL President, Refinery, P Raghavendran said the company was operating about 900 petrol station mostly in western and southern India where it can match the subsidised rates of public sector firms.

PSU retailers sell petrol and diesel at Rs 3-4 a litre lower than cost, making fuel retailing business unviable for private firms in most part of the country.

"We are selling where we can match PSU price," he said.