Intec Capital - an NBFC

Intec Capital which is a financial service provider in the area of Industrial Equipment and Working Capital Term loan catering mainly to Small and Medium Enterprises (SME’s). The segment to which the company caters is the most favored one because all the corporations and financial institutions are concentrated around SME's.

The company is having consisted QoQ revenues sales increase with consistent profit. This is a sure shot multibagger which I think of. One can consider adding this stock to the portfolio. For more information about the company you can have it at Intec Capital.
 

Gold - 5 year returns 400% - Gold to follow the secular bull market, what?

What a stupendous returns Gold has given in this 5 year period. Its really good, isn't? There is so much happening at the gold front... George Soros, billionaire financier says Gold is the ultimate bubble. Check the 5 year chart at Goldprice.

Usually during bubble burst, gold prices start rising. But this time both the market (Sensex/Nifty) and gold prices both moving towards northward, let's see which is going to burst! Don't know whether my understanding is right.

If you check the USAGOLD you will find the discussion about gold to follow the secular bull market of 1982 to 2000 (a 18 year period) to see the gold at $4600 per ounce by 2019. (current price $1300 per ounce). Check out the Chart #6 and Chart #8 of its October newsletter.


Find the following useful articles related to gold:
1. Understanding Gold by Paul van Eeden

Update-Low PE and high EPS scripts

This is the update of the post posted on June 3. Of the following stocks that are mentioned in that posting, Oil India, Tide Water Oil, AK Capital, Micro Tech performed very well.

1. Tuplip Telecom :        Unchanged
2. Oil India :                   Moved from Rs1270 to Rs1528  : 20% up
3. Tide Water Oil :         Moved from Rs5300 to Rs9642  : 80% up
4. Micro Technologies:  Moved from Rs190 to Rs213      : 12% up
5. AK Capital :               Moved from Rs330 to Rs650      : 96% up
6. Temptation Foods :   Moved from Rs30 to Rs37          : 20% up

-- one should have discipline and luck to see success in stock market!

DQ Entertainment

keep an eye on DQ Entertainment, any time rise can be expected!

The company is into entertainment sector especially animation serials and feature films.

Recently issued IPO at Rs80 got listed on BSE. Trying to get list on NSE as well (info from moneycontrol messageboard). This information seems to be correct because of the following reasons (NSE listing eligibility):
1. Paid-up equity of Rs1.6 crores
2. Market capitalization of Rs814 crores
3. Listed on Alternative Investment Market (AIM), London on Dec 2007.
4. Going to complete 3 years annual reports by this year 2010.

To know more about the company and its performance read at Dead Presidents-blog

Good points
1. Buzzing sector to grow
2. FII and Mutual Funds increased their holding from last quarter to this quarter

Other Links
1. Indian gaming industry to touch Rs 3,100-crore by 2014
2. China chases Japan on animation
3. How Indian animation a global success
4. Unreal Solutions, The Hindu
5. Media and Entertainment, India in Business, FICCI

Diamonds and Jewellery

Check the analysis of this sector done by Kumaran Seenivasan

I'm also of the same opinion about Shree Ganesh Jewellery.

References

1. Gems and Jewellery, Ministry of External Affairs

Granite - 125/450 granite stone varieties established from India

There are 450 granite varieties available in the world market of which 125 varieties are from India. India accounts for 20% of the world granite resources mostly concentrated in Karnataka, Tamilnadu, Andhra Pradesh. There are so many organised companies established in this sector catering to the world by its 100% export units.

Due to the slowdown in the construction segment all around the world, the companies have been beaten down. With the recent build-up of confidence we could hope for its exports improvement.

Following list of companies doing well according to the numbers:

Name	Face Value	Current Price	Book Value	PE	EPS	Market Cap(crs)	Annual Sales (crs)	Debt/Reserve
Associated Stone Industries (Kotah) Ltd	5	40	105	7.2	5.57	53.16	159.93	0.42
Aro Granites	10	52.25	95	4.82	10.84	53.3	131.13	0.54
Divyashakti Granites	10	33	38.28	4.44	7.45	34	30	0
Asian Granito	10	60	99	6.43	9.36	126	387	0.64
Glittek Granites	5	2.46	5.97	16	0.15	6.23	17	6.36

So, what is the reason for these companies shares not increasing on the bourses. We can find the following reasons

1. Ad-hoc licensing policies of the governments
2. Fragmentation of leases
3. Political interferences
4. Lack of availability of advanced technology in mining and usage of modern mining machinery: Quarring technology and Dimensional block production
5. Poor quality of roads
6. Losing the market to China, Brazil

A question comes, so which stock to buy for long term in this sector?
You can decide from the list provided above (the list may contain limited number of companies, there may many companies listed). But I like these companies. As one should not have any kind of influence on other's stock purchases, right! so you decide yourself.

References

1. Stones of India
2. Indian Granite Sector Progressing Towards Supreme Heights
3. CAPEXIL
4. Wrong policies stall progress

Gross Domestic Product - GDP

China goes past Japan taking second position in the GDP ranking. China's annual GDP was $4.8 trillion 2009 ranked at 3. Surely, by the year 2010 end China's ranking may become 2.

It is expected (IMF) China would grow at 10.3%.

If we can see our country (India) position which stands at 12. But we need not worry India's GDP to become quadruple in next 10 years. We should keep invested in India's growth.

References:
1. China world's 2nd largest economy; goes past Japan
2. India GDP set to quadruple in next decade