RNI No : GUJENG / 2008 / 24320
GAMC No. :1703/2015-17. Issued by SSP Ahd. Valid up to 31-12-2017
77777ththththth Sep. to 13 Sep. to 13 Sep. to 13 Sep. to 13 Sep. to 13ththththth Sep. 2015 Sep. 2015 Sep. 2015 Sep. 2015 Sep. 2015
Only Financial Weekly Published in English & Gujarati:: Shree Ganeshay Namh ::
VOL : 8 Issue No: 29
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BSE Open High Low Close Diff31/08/2015 26,469.42 26,504.73 26,215.16 26,283.09 -109.2901/09/2015 26,127.04 26,141.07 25,579.88 25,696.44 -586.6502/09/2015 25,891.95 25,939.37 25,395.09 25,453.56 -242.8803/09/2015 25,614.69 25,835.41 25,555.77 25,764.78 311.2204/09/2015 25,772.58 25,775.38 25,119.06 25,201.90 -562.88
Net Weekly Loss -1190.48NSE - Nifty Open High Low Close Diff31-Aug-15 8009.25 8043.6 7947.95 7971.3 -30.6501-Sep-15 7907.95 7929.1 7746.5 7785.85 -185.4502-Sep-15 7856.65 7862.55 7699.25 7717 -68.8503-Sep-15 7774.45 7845.6 7754.05 7823 10604-Sep-15 7803.4 7804.9 7626.85 7655.05 -167.95
Net Weekly Loss -346.9
Last Week Sensex, Nifty Moves
77777ththththth September to 13 September to 13 September to 13 September to 13 September to 13ththththth September 2015 September 2015 September 2015 September 2015 September 2015 2SMARTI N V E S T M E N THemangi Gandhi
firstname.lastname@example.orgHidden GemHidden GemHidden GemHidden GemHidden Gem
Sandesh Ltd.(BSE : 526725) RS 710.00 (FV RS 10)Sandesh Group is over 90 years old, the journey of Sandesh as a newspaper started in 1923,
and today Sandesh isGujarats largest and most influential media house, having a strong foothold across media
landscape, such as :Newspaper : Sandesh, which is published from Gujarat & Maharashtra is the largest media
Gujarati company with 7 editions across Gujarat & Mumbai.Television : Sandesh News (Award winning channel) is the regions fastest growing 24x7
Gujarati News Channel, which reaches out to the most affluent and powerful gujarati audience.Digital : Harnessing the potential as a future of communication, Sandesh is among first to
launch a Gujarati news Smart Phones App in India to provide information and news in real timesas it happens, and continues to have an expanding digital presence of over 5 million followersacross all platforms.
Magazine & Weekly Publications : Through Agro Sandesh which provides relevant andenriching content to the farming, Dairy and co-operative sector, thus contributing the sector posi-tively. Stree is popular women focused magazine which reaches out to women across all classesand addresses the issues related to them directly.
OOH (Out of Home) Media Solutions : Spotlight Brand Management focuses on every as-pect of Brand Launching, upto Brand Building and enhancing the brand message by going be-yond just grabbing eyeballs, but creating a lasting buzz around the brand. Company has its sitesat all the major commercial areas in Ahmedabad. The company has procured various prestigioustenders like BRTS, Bus Shelters, AUDA & Ahmedabad Municipal Corporation. Besides all of theabove, the company also successfully operates its Real Estate (by the name of ApplewoodsEstates Pvt Ltd, by monetizing its land bank in Ahmedabad) and Finance business.
To cover the entire geography of Gujarat state, the company has its printing facilities at Baroda,Surat, Rajkot, Bhavnagar, Bhuj to cater Semi urban & rural areas. The regional offices are locatedat Mumbai, Delhi, Kolkata, Bangaluru, Chennai & Pune. Company enjoys a strong regional fran-chise, where it enjoys strong readership loyalty.
Future Outlook : According to FICCI-KPMG Report 2014, the print sector continued to buckthe global slowdown trend and the sector grew at CAGR of 8.5% last year to touch Rs 243 Billion.The print industry is expected to grow at a CAGR of over 9% for 2013-18, as against estimated8.7% expected in 2013. Vernacular market saw 10.8% growth in advertisement revenues, withEnglish print reporting a sluggish growth of 5.2%. The increase in population, literacy rate andreach has led to increased circulation and readership of the newspapers in India. The company issteadily increasing its geographical presence, which helps improve its circulation and readershipof its publications.
Sectors which spent heavily on print were FMCG (12.3%), Automobiles (11.7%), Education(9.7%), and Real Estate (8.7%). FMCG, Telecom and Automobile will continue to increase theirad-spent to push the sales due to slowdown, and majority will likely to come to Print media, due toits affordability, vast reach and direct impact. According to FICCI-KPMG Report 2014, amongvarious media, Print and Television continued to be the primary media platforms, claiming nearly
77777ththththth September to 13 September to 13 September to 13 September to 13 September to 13ththththth September 2015 September 2015 September 2015 September 2015 September 2015 3SMARTI N V E S T M E N T82% of total revenue and could continue to be the most dominant media for the next 5 years.
Valuation : This closely held DEBT FREE, Cash Rich company, with a tiny equity of Rs 7.61 Cr& Reserve of 392 Cr (Book Value Rs 604 per Share), where promoters hold 74.81% (Zero Pledge),HNIs hold 12.12% and rest (~13%) is held by Public, is trading at a PE of only 7.8 times TTM EPSof Rs 85 per Share (Average Industry PE stands at 18 times). At CMP of 680, the share is avail-able at a Price to Book value of close to 1.1 (Industry Price to Book value 4.5 times). Market Capto Sales Ratio is 1.5 (Industry Average is 4.5 times). June 15 Quarter company posted YOY salesgrowth of 10%, while Net Profit Jumped over 50% from 13.3 cr to 20.35 Cr, posting an EPS of26.88 for June Quarter alone. The great news is that the company has posted a Super margins,OPM of 36.15% and NPM of 22%, which is the highest in the industry. ROE & ROCE stands at12.01% and 35.95%.
With blockbuster results of June quarter, one thing is clear that the company is now on a highgrowth path and that will continue going forward, the company can easily post an EPS of Rs 110for FY 16, which makes this stock one of the cheapest among media company at only 6 times PEat CMP of 680. Investors can invest in this another Force Motors in the making stock for longterm wealth creation.
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77777ththththth September to 13 September to 13 September to 13 September to 13 September to 13ththththth September 2015 September 2015 September 2015 September 2015 September 2015 5SMARTI N V E S T M E N TJatin Sanghavi
(Mumbai)(M) 098205 26455
Rec. Name CMP SL TGT-1 TGT-2
Sell Maruti 4063 4152 3929 3793Sell Col. Pal. 1885 1915 1839 1792
Sell Strides 1145 1173 1102 1057
Sell HUL 830 847 804 777
Sell CIPLA 650 664 628 603
This Weeks Recommendations
S3 S2 S1 Close R1 R2 R3NIFTY 7323 7422 7540 7655 7723 7841 7947SENSEX 24163 24587 24892 25201 25553 25910 26215
:::: INDEX LEVELS ::::
Last Weeks RecommondationStocks Reco.Price TGT Reached Lot Size Profit
Sell Bajaj Auto. 2280 2167 2183 125 12,125
Sell L & T 1616 1563 1520 250 24,000
Sell ACC 1363 1316 1317 250 11,500
Sell BHEL 235 222 204 1000 31,000
Sell Hexaware 236 224 228 1000 8,000
Black FridayBlack FridayBlack FridayBlack FridayBlack FridayAugust Lows Breached :- Just when it seemed that the market was stabilising near
the Nifty 7700 levels, the Bears attacked with all the vengeance and breached the re-cent August lows of Sensex 25298 and Nifty 7667. This is sign that indicates that notonly the recovery will take longer than expected but the downside will also be lower thanexpected.
Technically Speaking :- On the daily charts, both the indices made a Bullish Haramion Thursday, but the pattern could not get confirmed. On Friday both Sensex and Niftyformed a big Opening Black body Marubuzo which has strong bearish implications. Onthe weekly charts, both the indices have formed a big Black body candle in line with thedown trend. Thus the daily as well as weekly charts indicate bearishness in the nearterm.
Since the market has gone down sharply, it will not be a surprise if a dead cat bounceis