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Showcasing a series of fundamentally strong companies which has potential of a great upside in three to five year horizon.
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SHOWCASING STOCKS WITH POTENTIAL FOR GREAT RETURNS IN 3 YEAR HORIZON…..
5th August 2013
MFSL PRESENTS THE SERIES OF FORTHCOMING BLOCKBUSTERS
WITH MINIMAL DOWNSIDE RISKS…..
FEATURING STOCKS NOW TRADING AT VERY ATTRACTIVE PRICE EARNING MULTIPLE…
REI AGRO LIMITED
P/BV: 0.36 times
P/E: 1.69 times
EPS: Rs
5.98
CMP: Rs
10.08
Average GROWTH in sales in the last five years: 37.8%
REI Agro is the largest basmati rice processing and marketing company in the globe .
RAJESH EXPORTS LIMITED
P/BV: 1.46 times
P/E: 6.42 times
EPS: Rs
15.35
CMP: Rs
98.6
Average GROWTH in sales in the last five years: 30.10%
Rajesh Exports Limited is the World’s largest manufacturer of gold jewellery
BALKRISHNA INDUSTRIES LIMITED
P/BV: 1.83 times
P/E: 5.4
times
EPS: Rs
38.82
CMP: Rs
209
Average GROWTH in sales in the last five years: 28.40%
BKT is one of the world's leading manufacturers of "OFF-HIGHWAY tyres". BKT has the widest product range with more than 2000 SKU's (Stock Keeping Units) and is "One Stop Shop" for all off-highway tyre solutions.
TATA MOTORS LIMITED
P/BV: 2.74 times
P/E: 8.66 times
EPS: Rs 33
CMP: Rs
286.50
Average GROWTH in sales in the last five years: 38.80%
Tata Motors Limited is India's largest automobile company, with consolidated revenues of INR 1,88,818 crores (USD 34.7 billion) in 2012-13.
GUJARAT GAS COMPANY LIMITED
P/BV: 2.67 times
P/E: 7.49 times
EPS: Rs
21.90
CMP: Rs
164
Average GROWTH in sales in the last five years: 21.4%
Incorporated in 1980, Gujarat Gas is India’s largest Private Sector natural gas transmission and distribution company.
CORE EDUCATION & TECHNOLOGIES LIMITED
CORE Education & Technologies Limited is India’s largest global education company, with presence across US, 40 counties in UK, Pan India, Singapore, 9 countries in MEA, Hong Kong and 2 countries in Caribbean.
CMP: Rs 20.00
EPS: Rs 23.65
P/E: 0.85 times
P/BV: 0.13 times
Average sales growth in last five years: 53%
IL&FS INVESTMENT MANAGERS LIMITED
IL&FS Investment Managers Limited (IIML), a subsidiary of Infrastructure Leasing & Financial Services Limited (IL&FS), is one of the oldest and largest private equity fund managers in India, with over $ 3.2 bn under management.
CMP: Rs 15.95 EPS: Rs 3.51 P/E: 4.54 times
P/BV: 1.43 times
5 year average Returns on Capital Employed: 63.30%
MOIL LIMITED – GOVERNMENT OWNED
MOIL operates 10 mines – 6 located in Maharashtra & 4 located in Madhya Pradesh.
CMP: Rs 192.90
EPS: Rs 25.70
P/E: 7.5 times
P/BV: 1.33 times
Average Returns on Capital Employed in last five years: 55%
NMDC LIMITED – GOVERNMENT OWNED
NMDC is the single largest producer of Iron ore in the country.
CMP: Rs 99.50
EPS: Rs 16.00
P/E: 6.18 times
P/BV: 1.61 times
Average Returns on Capital Employed in last five years: 49.70%
ECLERX SERVICES LIMITED
Eight out of Ten Investment Banks in the World rely on Eclerx solutions.
CMP: Rs 745
EPS: Rs 61.50
P/E: 12.11 times
P/BV: 6.51times
Average GROWTH in sales in the last five years: 40.60%
ENGINEERS INDIA LIMITED – GOVT OWNED
Engineers India is a premier consultancy company for oil & gas, metallurgy, infrastructure & other industrial projects.
P/BV: 2.38tim
es
P/E: 7.18 times
EPS: Rs 18.66
CMP: Rs 134
Average GROWTH in sales in the last five years: 45%
COROMANDEL INTERNATIONAL LIMITED
Coromandel International Limited, India’s second largest Phosphatic fertilizer player, is in the business segments of Fertilizers, Specialty Nutrients, Crop Protection and Retail.
P/BV: 2.18 times
P/E: 14.16 times
EPS: Rs
11.96
CMP: Rs
169.25
Average GROWTH in sales in the last five years: 19.2%
APAR INDUSTRIES LIMITED
APAR industries established in 1958 is a US$ 700 million diversified company offering value added products and services in Power Transmission Conductors, Petroleum Specialities and Power Cables.
P/BV: 0.54 times
P/E: 2.21 times
EPS: Rs
39.56
CMP: Rs
87.60
Average GROWTH in sales in the last five years: 19.2%
BHARAT HEAVY ELECTRICALS LIMITED
CMP: Rs
120.90
EPS: Rs
15.70
P/E: 7.7
times
P/BV: 1.16 times
Average GROWTH in sales in the last five years: 22.9%
The BHEL share HAS hit a one-year low declining 19.64 per cent to Rs 120.05, after the company's June quarter net profit almost halved to Rs 465.43 crore on account of lower sales. The scrip has lost over 60 per cent since 2011, when the stake sale was approved. Government has shelved off divestment plans.At this price point, BHEL makes a good value buy.
OPTO CIRCUITS (INDIA) LIMITED
P/BV: 0.28 times
P/E: 1.23 times
EPS: Rs
16.15
CMP: Rs
19.75
Average GROWTH in sales in the last five years: 56.40%
Opto Circuits is a global medtech conglomerate. It manufactures technologically-advanced medical equipment and devices like AEDs , Anesthetic Gas Benches , Catheters , Implants, PAD Devices , PTA, Stents, PTA Balloons, Vital Signs Monitors, Sensors, Accessories & Consumables , Services
MINDTREE LIMITED
CMP: Rs
983.20
EPS: Rs
85.56
P/E: 11.49 times
P/BV: 3.2
times
Average GROWTH in sales in the last five years: 26.10%
Mindtree is a global information technology solutions company with revenues of over USD 430 million.
APOLLO TYRES LIMITED
P/BV: 1.14 times
P/E: 5.42 times
EPS: Rs
11.82
CMP: Rs 64
Average GROWTH in sales in the last five years: 23.10%
Apollo Tyres has manufacturing presence in Asia, Europe and Africa, with 9 modern tyre facilities and exports to over 118 countries.
MRF TYRES LIMITED
P/BV: 1.89 times
P/E: 6.92 times
EPS: Rs
1846
CMP: Rs
12785
Average GROWTH in sales in the last five years: 22.10%
MRF is a leading tyre manufacturer in India.
PETRONET LNG LIMITED
CMP: Rs 120
EPS: Rs 12.52
P/E: 9.57 times
P/BV: 2.02 times
Average GROWTH in sales in the last five years: 36.90%
Petronet LNG Limited, one of the fastest growing world-class companies in the Indian energy sector, has set up the country's first LNG receiving and regasification terminal at Dahej, Gujarat, and is in the process of building another terminal at Kochi, Kerala.
MERCK LIMITED
CMP: Rs 545
EPS: Rs 46.08
P/E: 11.08 times
P/BV: 1.87 times
Average GROWTH in sales in the last five years: 16.90%
Merck Limited (formerly E. Merck Limited) was set up in India as the first Merck subsidiary in Asia in 1967. The Company operates both its Pharmaceuticals and Chemicals businesses in India.
It is the right time to restructure your investment portfolio.
INVESTMENT IS ALL ABOUT
RIGHT INVESTMENTS & RIGHT TIMING.
DISCLAIMER: Investments in capital markets are subject to market risks.This presentation is not an invitation or recommendation to invest in stocks. Investors are cautioned to carefully evaluate the stocks before taking investment decisions.
This presentation is meant for general reading purpose only and is not meant to serve as a professional guide or recommendations for readers. This document has been prepared based on publicly available information, internally developed data and other sources believed to by reliable. The management or employees of Munoth Financial Services Limited does not assume any responsibility for, or warrant the accuracy, completeness, adequacy or reliability of such information.
This presentation is prepared by Munoth Financial Services Limited [MFSL].
ALLOW THE EXPERTS TO HANDLE. SEE YOUR MONEY GROW
Contact MFSL for more information on Portfolio Management services.
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. Landline: +914428591185 | Fax: +914428591189 | Email: info@munothfinancial.com
Munoth Financial Services Limited, is a Chennai based leading capital market intermediary, and is into Portfolio Management services, Merchant Banking, Stock broking and is a registered Depository Participant with NSDL. The management and staffs of MFSL has substantial experience and expertise in capital market operations. The company is part of Munoth group, which other than capital markets, have interests in telecom.
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