Friends,
I did some analysis on Indian stocks for investing and thought of sharing my stock picks.
Havells India
Shiv-Vani Oil
Escorts
Petronet
Vinati Organics
KS Oils
SEAMEC
Geometric Software
Heidelberg Cement
Sical Logistics
SREI Infra
Gitanjali Gems
GVK Power & Infrastructure
Cheers
Manoj
Some good Mid Cap stocks in India for long term investment (1+ year)
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manojparakkal
- Posts: 3
- Joined: Sun Jan 27, 2008 11:45 am
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Indiatemple
- Posts: 3
- Joined: Wed Jun 25, 2008 7:36 am
Some good Mid Cap stocks in India for long term investment (1+ year)
What are the basic criteria you considered while shortlisting these companies ?
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manojparakkal
- Posts: 3
- Joined: Sun Jan 27, 2008 11:45 am
Some good Mid Cap stocks in India for long term investment (1+ year)
Here are my reasons on why each of these stocks are good...
Havells India -> When I visitied India 2 months back, I could see that the company's product is being sold by even the smaller shops across Indian villages in South India, which was not the case some time back. Also, once the restructuring activity of Sylvania is over, it would be one of the biggest drivers in the growth of the company.
Shiv-Vani Oil -> This company is into Oil Exploration and drilling and they have long term contracts with ONGC and OIL. They increased their number of rigs and this should increase their top line.
Escorts -> This is one company that is going to be benefites by the boom in agricultural industry. More cash in Farmer's hand means more business for Escorts as they will be buying more of the tractors and trailers. With largers multi nationals and domestic players now in Indian market (like Walmart and Reliance), products are being sourced from farmers directly without any middle men and this is increasing the cash going tinto farmers' hands. So i definitely believe this company is going to be benefitted in the future.
Petronet -> Petronet is set up a joint venture by Indian govt. and GAIL, ONGC, IOCL and BPCL. They are into importing of LNG into India. If you see, the amount of LNG that is being imported into India is on the rise and ths is the only company that does it. Petronet has commissioned new terminals in India and this would enable it to hanlde more imports, which is going to get reflected in it's financials.
Vinati Organics -> Vinati Organics Ltd. is a specialty chemical company producing organic intermediates, monomers and polymers. VOL is the world?s largest manufacturer of Isobutylbenzene (IBB), the basic raw material in manufacture of Ibuprofen. With the health care reforms in US completed, I see more market for this raw material and VOL will be surely in the fore front.
KS Oils -> This company is into selling branded oil and with more money in Indian consumer's hand, they will be shopping for branded items from super markets rather than from the mom n pop stores. KS Oils is one company that is going to be benefitted by this.
SEAMEC -> This company is a zero debt company with lot of cash in it's hand. This year will see dry docking for their ships and will see the impact on it's earning. But stock prices reflect earnings in future and next year the earnings will be again good. So I see the stock prices to go up again by the middle of this year, maybe after a 5-10 % correction from the current level. Also, there is apossibility that the company may uotilise the cash in hand to buy another vessle, which will impact the earnings positively.
Geometric Software -> Geometric is one of the good mid tier product IT companies in India. With the IT market slowly picking up, I see growth in this company.
Heidelberg Cement -> With the real estate market in the upswing and with the focus on infrastructure, cement players are going to make some money in the next 1-2 years. To add to it, this company has set aside some amount to acquire other companies.
Sical Logistics -> Sical is a logistics company based in South India. IDFC - PE has invested in thie sompany at 222 per preferential share sometime back and they have an independent director in the company. The company has recently become a professionalt managed one after this investment. With India becoming a major export hub for the automobile industry, I believe this company will get the benefits of handling those exports.
SREI Infra -> This is a pure infra play. I see demand for finances going up for infra related projects in our country and this company will be surely be benefitted.
Gitanjali Gems -> This is company whose BV is much higher than the current stock price. Also, they have various brands which will potentially be sold this year in order to unlock value for the innvestors.
GVK Power & Infrastructure -> They hold about 37% in the new Mumbai airport and 29% in Bangalore airport and has made their intention clear to buy majority stakes in both of them. With the number of passengers going to increase in years to come, GVK will be making some money from these holdings. Also, with the thrust on roads and bridges construction in India, GVK will be getting some projects. Overall, I see a good future for this company from a 2+ year perspective.
Cheers
Havells India -> When I visitied India 2 months back, I could see that the company's product is being sold by even the smaller shops across Indian villages in South India, which was not the case some time back. Also, once the restructuring activity of Sylvania is over, it would be one of the biggest drivers in the growth of the company.
Shiv-Vani Oil -> This company is into Oil Exploration and drilling and they have long term contracts with ONGC and OIL. They increased their number of rigs and this should increase their top line.
Escorts -> This is one company that is going to be benefites by the boom in agricultural industry. More cash in Farmer's hand means more business for Escorts as they will be buying more of the tractors and trailers. With largers multi nationals and domestic players now in Indian market (like Walmart and Reliance), products are being sourced from farmers directly without any middle men and this is increasing the cash going tinto farmers' hands. So i definitely believe this company is going to be benefitted in the future.
Petronet -> Petronet is set up a joint venture by Indian govt. and GAIL, ONGC, IOCL and BPCL. They are into importing of LNG into India. If you see, the amount of LNG that is being imported into India is on the rise and ths is the only company that does it. Petronet has commissioned new terminals in India and this would enable it to hanlde more imports, which is going to get reflected in it's financials.
Vinati Organics -> Vinati Organics Ltd. is a specialty chemical company producing organic intermediates, monomers and polymers. VOL is the world?s largest manufacturer of Isobutylbenzene (IBB), the basic raw material in manufacture of Ibuprofen. With the health care reforms in US completed, I see more market for this raw material and VOL will be surely in the fore front.
KS Oils -> This company is into selling branded oil and with more money in Indian consumer's hand, they will be shopping for branded items from super markets rather than from the mom n pop stores. KS Oils is one company that is going to be benefitted by this.
SEAMEC -> This company is a zero debt company with lot of cash in it's hand. This year will see dry docking for their ships and will see the impact on it's earning. But stock prices reflect earnings in future and next year the earnings will be again good. So I see the stock prices to go up again by the middle of this year, maybe after a 5-10 % correction from the current level. Also, there is apossibility that the company may uotilise the cash in hand to buy another vessle, which will impact the earnings positively.
Geometric Software -> Geometric is one of the good mid tier product IT companies in India. With the IT market slowly picking up, I see growth in this company.
Heidelberg Cement -> With the real estate market in the upswing and with the focus on infrastructure, cement players are going to make some money in the next 1-2 years. To add to it, this company has set aside some amount to acquire other companies.
Sical Logistics -> Sical is a logistics company based in South India. IDFC - PE has invested in thie sompany at 222 per preferential share sometime back and they have an independent director in the company. The company has recently become a professionalt managed one after this investment. With India becoming a major export hub for the automobile industry, I believe this company will get the benefits of handling those exports.
SREI Infra -> This is a pure infra play. I see demand for finances going up for infra related projects in our country and this company will be surely be benefitted.
Gitanjali Gems -> This is company whose BV is much higher than the current stock price. Also, they have various brands which will potentially be sold this year in order to unlock value for the innvestors.
GVK Power & Infrastructure -> They hold about 37% in the new Mumbai airport and 29% in Bangalore airport and has made their intention clear to buy majority stakes in both of them. With the number of passengers going to increase in years to come, GVK will be making some money from these holdings. Also, with the thrust on roads and bridges construction in India, GVK will be getting some projects. Overall, I see a good future for this company from a 2+ year perspective.
Cheers
Some good Mid Cap stocks in India for long term investment (1+ year)
Can you pls post financial figures for these picks ?
P/E, net profits, net sales, revenue growth etc
P/E, net profits, net sales, revenue growth etc
Some good Mid Cap stocks in India for long term investment (1+ year)
Well, these are some nice mid cap stocks, looking forwards for your investment figures on these Stocks.
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AltonDelmote
- Posts: 4
- Joined: Wed Sep 08, 2010 10:56 am
Some good Mid Cap stocks in India for long term investment (1+ year)
It's sure to invest money at penny stocks for more profits.
Some good Mid Cap stocks in India for long term investment (1+ year)
RRK;280188Can you pls post financial figures for these picks ?
P/E, net profits, net sales, revenue growth etc
Thanks for asking for those numbers....to me those picks seem like fluff....this will do this in x years so buy this....