Tecpro Systems

Tecpro Systems is an EPC player in India, providing turnkey solutions in Bulk Material Handling Systems, Ash Handling Systems, Balance of Thermal Power Plant , Captive Power Plants and Pollution Control systems.

Company's order book stands at approximately Rs3300 crores.

Its competitors being McNally Bharat Engg (whose order book is around Rs5000 crores). But considering Tecpro's entry in BoP and its future intention to manufacture and commission cooling towers as well as water treatment plants in-house besides supply and commissioning of coal washeries. With this, the company may be well-placed to consolidate its operations in the power infrastructure sector.

So, one can start investing in this company from the current price of Rs380 till Rs320. Hold for 6-8 months for a decent target and then exit.

For more information check out the following
Tecpro Systems: IPO Analysis

One can consider the combination of the following stocks for a basket of related stocks:

1. Tecpro Systems
2. VA Tech Wabag
3. International Combustion Systems
4. GEI Industrial Systems

Bajaj Corporation - an FMCG company

Bajaj Corporation, an FMCG company, dominant in hair care products. Recently came up with an IPO to utilize the raised money for the promotion of its future products. The company is one of the oldest business houses of the country. It has widely respected hair oil products with its loyal customer base.

Considering these reasons coupled with the opportunity market providing us to buy its shares at Rs580. Just grab this company shares in the range of Rs450-Rs550 with the conservative target of Rs700 in next 15 months. The company is available at the competitive price compared to its peers Dabur, Marico, Godrej, Emami.

For more information check the link.

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