Thanks for your overwhelming response to previous questions in this series.This is the fourth one .Try to find out the name of company from the below indications and send it to valuepick@rediffmail.com by Friday noon. Name of readers with the correct answer will be posted on Friday Evening .It is only an effort to stimulate your thought process , stock picking skills and to familiarize some unknown stocks , never take it as a competition .
Clues
# Operating in a sector with huge potential with high entry
barrier
# Only Very few companies are listed from this space
# This stock is trading at a P/E multiple of 1/4 th ( Approx)
of the average P/E of the industry( As per FY 13 Earnings)
# Promoters are well experienced and pioneers in this sector.They
came out with IPO for this business even when this industry was at nascent
stage in India.
# This is the first company received ISO 9001 Certification from
Asia Pacific Region in its business segment.
# Company having technology collaboration with more than one
foreign companies.
# Company’s FY 2013 EPS is between Rs.5 and Rs.10
# Its market Capitalisation is less than Rs.100 Cr
Few more Clues added below as per the request of many readers :
# In Non- promoter Category ,a single share holder/entity holding close to 25 % stake in this company
# On a consolidated basis , Company's Net Cash flow from operating activities in FY 2013 was around Rs.15 Cr ( Positive)
# On a consolidated basis , Company's Long term Debt in FY 2013 is even below just Rs.2 Cr
# Its market Capitalisation is less than Rs.100 Cr
Few more Clues added below as per the request of many readers :
# In Non- promoter Category ,a single share holder/entity holding close to 25 % stake in this company
# On a consolidated basis , Company's Net Cash flow from operating activities in FY 2013 was around Rs.15 Cr ( Positive)
# On a consolidated basis , Company's Long term Debt in FY 2013 is even below just Rs.2 Cr
# Stock not recommended earlier
Detailed report on this 'Must Buy' stock - ( based on current valuation and future potential ) - will be posted on next Saturday .
Patels Airtemp :)
ReplyDeleteKRM
JI ITS R O L T A
ReplyDeleteAROW COATED
ReplyDeletedear sir,
ReplyDeletethe clues provided are not enough,need some more info to guess.
regards
Is it listed both on nse n bse
ReplyDeleteListed in both exchanges
ReplyDeletethis is related to some food company...
ReplyDeleteSir, which industry the company is in?
ReplyDeleteCan we have some more operating numbers?
Company's Net Cash flow from operating activities in FY 2013 was around Rs.15 Cr ( Positive)
DeleteCan we know debt to equity ratio, if possible?
ReplyDeleteNot tooo high
Deleteneed more clues.
ReplyDeleteNot enough to guess 1 company from a list of 9000 companies.
Need not screen 9000 companies ,first try to identify the sectors from which less companies are listed
DeleteOmnitech InfoSolutions Ltd
ReplyDeleteAt least 100 companies are listed from IT space.
Deleteselan
ReplyDeleteVerify at least the Market Cap.Selan have a market cap of above Rs.600 Cr Where the mentioned company have less than Rs.100 Cr
DeleteSir . Is it Maxwell industries
ReplyDeleteI don't think its FY 13 EPS is between Rs.5 and 10
DeleteAwesome. the only useful data which can be tracked is market cap less than 100. Rest are all only for verification prupose :) Great job
ReplyDeletegati
ReplyDeleteI don't think its FY 13 EPS is between Rs.5 and 10
DeleteSir, eagerly waiting for the detailed report. Would it be published on Saturday 8th Feb? or the one after that?
ReplyDeleteNext Saturday
DeleteIs it Astec lifesciences?
ReplyDeletebilly
I don't think its FY 13 EPS is between Rs.5 and 10
DeleteSir,
ReplyDeleteI come close to Pitti Laminations...
Thank you for your time.
Abhi
Sorry ,not an earlier recommended stock
DeleteSir, i think alok industries
ReplyDeleteAlok's Mcap is more than 900 Cr
Deletenrb bearings
ReplyDeleteMcap above 300 Cr
Deletei think it is ,aptech, hari k
ReplyDeleteMcap above 300 Cr
Deleteis it plastiblend?
DeleteElegant Marbles
ReplyDeleteGoa Carbons Ltd ?? correct Sir?
ReplyDeletePlz give less range of market cap, less than 100cr is too large range.
ReplyDeleteIs it between 50-100cr?
due to this, I found one GOOD company.. its based on my study and understanding but if you can validate then we can start investing in this company....
ReplyDeleteRuchira Papers Ltd
Can you please provide me link for getting list of iso 9001 certified company?
ReplyDeleteUse that for verification purpose rather than finding it out by checking the identified cos website.
Deleteabc bearing
ReplyDeleteTPL Plastech Ltd
ReplyDeleteMic electronics ltd
ReplyDeleteNeo Corp International
ReplyDeleteShilpi Cable Technologies.
ReplyDeleteWaterbase?
ReplyDeleteINDIAN TERRAIN FASHIONS LTD
ReplyDeleteI think it is Keynote Corporate Services.
ReplyDeletenitin spinners?
ReplyDeleteis national steel & agro ur choice?
ReplyDeleteNagreeka Exports?
ReplyDeletei am seeing only madhav marbles.is it?
ReplyDeleteDeep Industries
ReplyDeleteI got it... its Rama Phosphates
ReplyDeleteI think it is Asahi Songwon Colors though I have doubts about if your Long Term debt figures are correct.
ReplyDeleteRegards
Sudheendra Holla
its Asian Granito India
ReplyDeleteyes yes yes Astec Lifesciences Ltd
ReplyDeletebanaras beads
ReplyDeleteJayshree tea..?
ReplyDeleteits Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp; its Patels Airtemp;
ReplyDeleteits Tantia Constructions .... all things are matching as you said... it must be "Tantia Constructions "
ReplyDeleteShreyas shipping
ReplyDeletePlease verify whether there is any single share holder holding close to 25 % stake in any of the above companies.
ReplyDeleteSir.. i think i got the stock that you want to recommend :).. just a query on your research.. why is the public shareholding in this company so high? does it mean taht promoters are trying to buy from open market and raise their holdings? Is that one of the reasons why you are recommending this stock? Also is Q3 goo d result one of the trigger for your recommendation?
ReplyDeleteReason for recommending already mentioned as the potential of sector and its cheap valuation. I never mentioned promoter holding is low .
DeleteThank you for your response.. I will await the answer till Saturday and see if it matches before deciding to take further opinions from you...
DeleteAlso sir my quiery missed out many times earlier.. whats your view on tyche industries? if u r not tracking it request you to please study it an extremely undervalued stock in pharma sector
Did you get any correct name tiil now on your emai by anyone?
ReplyDeleteAnswer for this on Friday.
DeleteCan you please throw some clue on the Dec 13 quarter results of this company?
ReplyDeleteThanks,
Arjun
Already mentioned as its EPS between Rs.5-10
DeleteSir,
ReplyDeleteDoes FY13 mean year ending on March 13, as some companies have FY ending on June 13.
Thanks,
Sunil
No it is normal ,March 31
DeleteEntry barrier? So it could be from mining,exploration or even research companies. But again you mentioned good potential which increases my confusion. Good that you come up with this idea so that all your serious followers of your blog will get sometime to have a brainstorming session. I can the see smile on your face. God bless you!! Sulekha.
ReplyDeleteDon't take it as my victory or your failure. I feel ,most of my readers in these days only interested to know just the name of Stock and not even willing to understand why a stock recommended and only interested in quick gain . So it is just for a change.
DeleteTcpl pack.
ReplyDeletePiccadily Agro Industries Ltd
ReplyDeletemarksans pharma
ReplyDeletedeep industries 100 percent
ReplyDeletePatels Airtemp fits all the criteria you have mentioned. Additonally, the Entry barrier seems to be pefectly fitting this....
ReplyDeleteBro its listed only in BSE..
DeleteThe stock you are referring is ITC
ReplyDeleteRam Prakash Dhadwal
WoW !!! Wonderful finding !!!
DeleteMarket cap less than 100 Cr.
ITC has 3rd largest MRT CAP
DeletePANASONIC ENERGY INDIA LIMITED
ReplyDeleteDai Ichi Karkaria Ltd
ReplyDeleteHi,
ReplyDeleteLooks like DCM Shriram Industries. Is that correct?
Regards,
Aditya Bob Mahendru
Dear Sir,
ReplyDeleteIs it Associated Stone Industries.
Pl. reply.
asahi songwan
ReplyDeleteDear Mr. Valuepick,
ReplyDeleteI believe the script name is "Sundram Fasteners Ltd". This is the one its passing all your criteria.
Senthil Kumar
I dont think so that you read the criteria properly...
DeleteIs it Singer India???
ReplyDeleteListed only in BSE...
DeleteCorrect guess should be listed in both NSE and BSE...
Hi Sir,
ReplyDeleteThis is interesting. I spent almost a day (my office hours) to crack this yesterday but no luck. Can you please give us the year they awarded ISO 9001 certification.
Thanks
Venkata
FEDDERS LLOYD ?
ReplyDeleteIn any of the above stocks ,no single share holder holding close to 25 % stake in non promoter category
DeleteIs it from Chemicals Sector?
ReplyDeleteNo
DeleteSir,
ReplyDeleteShreyas shipping matches most of your criteria. However, The non-promoter holding and consolidated debt figures you have provided do not correspond with the stock. However, I still find it a value buy considering the potential and also recently they have secured a contract from FCI.
What is your opinion?
bdh industries
ReplyDeleteAt least 50 companies listed from pharma sector
DeleteI got the answer ....hats off to you ...You are genius .......
ReplyDeleteSALZER ELECTRONICS LTD
ReplyDeleteIts listed only on bse
Deleteits granules
ReplyDeleteis it from the dry cell segment
ReplyDeleteNo
DeleteIs it Rapicut carbides?
ReplyDeletesir, it is D-link
ReplyDeleteNo single public share holding of close to 25%...
Deleteis it from packaging sector?
ReplyDeleteEmmbi Industries
ReplyDeleteEPS is around 2...
DeleteIt should be between 5-10 to meet one of criteria.
shakti pumps
ReplyDeleteAlready suggested by VP in past... So not a correct guess.
DeleteIt's a TIMES GUARANTY.
ReplyDeleteby market cap did you mean full market cap or free f.
ReplyDeleteFull
Deleteplease share face value.
ReplyDeleteRs.10
DeleteWelspun Syntex
ReplyDeleteNot listed in NSE...
DeleteSir my option is HIMALAYA INTERNATIONAL
ReplyDeleteNone of the above satisfying all mentioned conditions
ReplyDeleteIs it from Energy sector particularly non-conventional?
ReplyDeleteSir is it from wood/ timber sector?
ReplyDeletePlease reply
sir did anybody crack it
ReplyDeleteYes,but number is very limited.
DeletePremier explosive.
ReplyDeleteNot listed in NSE... as VP already said that this (?) company is listed in both BSE and NSE.
DeleteGinni filaments
ReplyDeleteIt doesn't meet one condition... Single public share holder, holding close to 25% in this company.
DeleteTransport & Logistics , think its agarwal industries.
ReplyDeletesajeev
Zen technologies-Anand
ReplyDeleteIs it Allsec Technologies?
ReplyDeleteEPS is no where between 5 and 10...
DeleteSir, I have gone through almost 73 companies satisfying all the criterion except single share holding of 24% criteria....don't know how n where to look for it....giving up :(
ReplyDelete-mayur
is market cap still below 100 crore today
ReplyDeleteStill below 100 Cr.
Deletedcm shirman industries where H B Stockholdings Ltd hold 24.98% of stocks. Other is ABC bearing where Tricot Investments Ltd hold 23.72% of stocks
ReplyDeleteI think you have used some screeners and not checked the balance sheet of this cos.DCM having a long term debt of more than Rs.70 Cr where I mentioned it is below Rs.2 Cr .In case of ABC , not even met the EPS condition.
Deletebut debts are very high
DeleteI spent 2 working days, still not able to find the stock, may be I do not have correct method to do so,, giving up :(
ReplyDeleteone more clue please, can I take market cap of 100 cores with a down variance of 10 %
ReplyDelete20-30 %
DeleteAtleast my knowledge has increased through this search...any other clue sir?
ReplyDeleteThat's the only purpose.
DeleteSir , except entry barriers filter, Cybertech satisfies all your criteria. Good exercise for the mind.
ReplyDeleteShould satisfy entire conditions
Delete1) 25 % is not held by any individual or institution
Delete2) Entry barrier
3) ISO 9001 in ASIA PACIFIC
is this company in pca category?
ReplyDeleteNo
DeleteTruely very difficult ...
ReplyDeletesir, its in pca
ReplyDeleteNo
DeleteIntrasoft technology?
ReplyDeletesir please give a hint today so if some one cracks it can take benefit before it hits upper circuit on Monday
ReplyDeleten sir have u disclosed to that person Ki you have given the right answer.
Not Disclosed
Deletesir that person should get benefit of answering right afterall he must have gone through certain hardship of finding that company
Deleteplz let the winner get benefit before all go for it on Monday ..atleast reward him before Friday's session starts ...
N sir this would be a nice way of rewarding those ....it feels very bad when Ur recommended stock goes for upper circuit and small traders are left wondering
I believe those who find the correct answer done some analysis and they don't need my endorsement for buying this stock at this cheap rate.
Deletesir,can u assure you are only person, to know the stock,otherwise, your team knows, becase monday it will upper circut! pls reply
ReplyDeleteI have no team ,very few people send the correct answer but not disclosed
DeleteSpent approx 40 hours since Tuesday to crack it... but :( :(
ReplyDeleteAnyways... will try till I get the answer or result is out.. :) :)
Goa Carbons Ltd ?? correct Sir?
ReplyDeleteSir is it Hb stockholding or shakti finanace, if not then whats your view on both this stock plz reply?
ReplyDeleteEducation field.....
ReplyDeleteNone of the above
Deletei got the answer but unfortunately not able to buy the scrip from Indiabulls acc..:( due to there restriction on some of the B and T group. Bad luck after analyzing 10hrs to find the scrip and its potential. Great VP Sir.
ReplyDeleteThis guessing game is quite interesting and please make this every week rather than giving complete details of the company. It makes us more educative and gaining lot of knowledge on various area. Keep it up sir.
CTS
Nath SEEds
ReplyDeletehushh.. sleeping at 2 am, no hopes to find the GEM tomorrow... remember tomorrow its the last day to dig this one.. Best luck folks. (do publish this comment please)
ReplyDeletesuzlon energy
ReplyDeleteA mallu bet ... is it Piccadilly Agro Industries? :)
ReplyDeleteNone of the above.
ReplyDeleteI have dropped my weapons
ReplyDeleteThiumalai Chemicles fits the criteria ..but lots of companies listed from this space.
ReplyDeleteIs it Arcotech Ltd
ReplyDeleteSurrendered
ReplyDeleteGloster as lic holds around 23% and matching nearly all the conditions specified by you..
ReplyDeleteEPS not in the mentioned range.
Deletegiving up and waiting for your result
ReplyDeleteSir,
ReplyDeleteits not an easy to find a single company from the many.
But good exercise for practice. Many of us found companies with good results, fundamentals. This should be done frequently.
I agree, due to this I went thru lot of company balance sheet and share holding details.
DeleteI am unlucky till now, but would prefer this.
Sir,
ReplyDeleteKindly comment if not IMP POWER. Sorry for repeating this.
IMP Power not satisfying the EPS condition
DeletePLEASE TEEL ABOUT SABERO ORGANICS - POST RESULTS UPDATE AND STOCK OUTLOOK......HAVE BOUGHT ON YOUR RECCOMENDATION
ReplyDeleteIt is practically very difficult to comment on same stock on a daily basis .After the announcement of its merger with Coromandel ,already commented about this stock below the posting of Saksoft ,few days back.
DeleteThanks Sir for unveiling the "Nath Bio-Genes" present stock price is NSE: 57.20 BSE: 32.40
ReplyDeleteThere is huge price difference between 2 exchanges. Please suggest from Which exchange I should buy the stocks. BSE or NSE
sir ,
ReplyDeleteplz give your view on Neo corp internataional.
is this stock undervalued.
plz give ur views sir