Friday, 31 July 2015

Olympia industries - what a comeback!!!





When you take right step after learning from mistake and when you pave your way into most growing business of e-commerce, you are bound to success, the similar kind of story happens with Olympia Industries. 

Historically, the company started with manufacturing of Dyed and Blended yarns in Gujarat and Maharashtra. Presently with the company’s state of art technology and its insurmountable passion for excellence the company is now spreading its wings in Marketing & Promotion of Baby care, Home & Kitchen and Beauty & Personal Care Appliances products through E commerce on Amazon as SOA (Selling on Amazon), PSP (Platinum Seller Program) & FBA (Fulfillment by Amazon). With more than 24000 products currently sold, they have now introduced their own Apparel brand in the Market.
The Company currently has warehouse in Mumbai, Bengaluru and Gurgaon to handle the massive requirements of consumers throughout the nation and is planning to expand in multiple formats to reach consumers. 
When other e-commerce player in the market are taking steps for expansion and acquiring market share, they take hit on the balance sheet. Flipkart, snapdeal, ola etc. none of these e-commerce are targeting profit. On the other hand, we have a company which is earning 6% NPM and making decent profit available at very attractive valuation. Not only that, company is even growing its topline at significant rate. If the company takes every right step in future, it can be a massive wealth creator. 
(Disclosure - We have a positive coverage on this company. This is my personal view on the company and viewers are advised to do their own research before investing in the company.)

Wednesday, 29 July 2015

Elantas Beck India - Evergreen stock



This is a  company with excellent promoter track record, which believes in sharing their growth with small investors by rewarding them paying 920% and 595% dividend for two consecutive year. Not only that it's a debt free company with 75% promoter holding and having  50+ years of experience in the market. It is an ISO certified company, which enjoys leadership cap in the market with owning 40+ % market share in the core business of the company. The company not only sustain and improving its top line but it has also showing promising sign of improving bottom line. With current quarter result company has posted 16 INR EPS in last 3 months. We believe company is continuously going to post excellent result, however we advise our viewer to study the company further before taking any position in this counter.

(Disclosure - we have positive coverage on this company)

Saturday, 25 July 2015

Automobile Corporation of Goa



A tata group company, available at satisfactory valuation, improving net profit margin, high dividend yield, CARE AA and A1+ rating on long term and short term borrowing and high conviction play on economic improving cycle. For those who are long term investors can study the stock and take their call based on their conviction.
Company info can be found here - http://acglgoa.com/

(Disclosure - we have positive coverage on this stock )

Thursday, 23 July 2015

ISGEC Heavy Engineering Ltd - potentially hidden diversified global player in the market



Here's something new for you, rather than providing full coverage on the stock with what are the potential reasons for stocks to outperform the market, it would be great if our followers share their view on the stock and come up with what is the company profile, what's unique potential in business, promoter pedigree, why Mr. market has ignored it?, what are the ways of improvement etc. In short, what makes our investment so great? Hope this steps will help in learning + earning rather than spoon feeding. 

Cheers, to all contributors and investors.
(Disclosure - we have positive coverage on the stock at CMP)

Tuesday, 14 July 2015

V2 RETAIL - An E-commerce play

The company has been well covered by well-known stock analyst, Mr. Valuepick, So I am not repeating the same here.  Story can be read from here.

However, for the benefit of my readers, based on recent development in the company and based on upcoming E-commerce IPO valuation of Infibeam, we believe v2 retail has lot of potential from the current level. Hence, we are giving positive coverage on the stock.


Courtesy - http://value-picks.blogspot.com/