Tuesday, February 4, 2014

GUESS THIS STOCK -4







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

# Stock not recommended earlier

Detailed report on this 'Must Buy' stock -  ( based on current valuation  and future  potential ) - will be posted on next Saturday .
 

189 comments :

  1. Patels Airtemp :)

    KRM

    ReplyDelete
  2. dear sir,
    the clues provided are not enough,need some more info to guess.
    regards

    ReplyDelete
  3. Is it listed both on nse n bse

    ReplyDelete
  4. this is related to some food company...

    ReplyDelete
  5. Sir, which industry the company is in?
    Can we have some more operating numbers?

    ReplyDelete
    Replies
    1. Company's Net Cash flow from operating activities in FY 2013 was around Rs.15 Cr ( Positive)

      Delete
  6. Can we know debt to equity ratio, if possible?

    ReplyDelete
  7. need more clues.

    Not enough to guess 1 company from a list of 9000 companies.

    ReplyDelete
    Replies
    1. Need not screen 9000 companies ,first try to identify the sectors from which less companies are listed

      Delete
  8. Omnitech InfoSolutions Ltd

    ReplyDelete
    Replies
    1. At least 100 companies are listed from IT space.

      Delete
  9. Replies
    1. Verify 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

      Delete
  10. Sir . Is it Maxwell industries

    ReplyDelete
    Replies
    1. I don't think its FY 13 EPS is between Rs.5 and 10

      Delete
  11. Awesome. the only useful data which can be tracked is market cap less than 100. Rest are all only for verification prupose :) Great job

    ReplyDelete
  12. Replies
    1. I don't think its FY 13 EPS is between Rs.5 and 10

      Delete
  13. Sir, eagerly waiting for the detailed report. Would it be published on Saturday 8th Feb? or the one after that?

    ReplyDelete
  14. Is it Astec lifesciences?

    billy

    ReplyDelete
    Replies
    1. I don't think its FY 13 EPS is between Rs.5 and 10

      Delete
  15. Sir,

    I come close to Pitti Laminations...

    Thank you for your time.
    Abhi

    ReplyDelete
    Replies
    1. Sorry ,not an earlier recommended stock

      Delete
  16. Sir, i think alok industries

    ReplyDelete
  17. i think it is ,aptech, hari k

    ReplyDelete
  18.   Elegant Marbles

    ReplyDelete
  19. Goa Carbons Ltd ?? correct Sir?

    ReplyDelete
  20. Plz give less range of market cap, less than 100cr is too large range.
    Is it between 50-100cr?

    ReplyDelete
  21. 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....

    Ruchira Papers Ltd

    ReplyDelete
  22. Can you please provide me link for getting list of iso 9001 certified company?

    ReplyDelete
    Replies
    1. Use that for verification purpose rather than finding it out by checking the identified cos website.

      Delete
  23. Mic electronics ltd

    ReplyDelete
  24. Neo Corp International

    ReplyDelete
  25. Shilpi Cable Technologies.

    ReplyDelete
  26. I think it is Keynote Corporate Services.

    ReplyDelete
  27. is national steel & agro ur choice?

    ReplyDelete
  28. Nagreeka Exports?

    ReplyDelete
  29. i am seeing only madhav marbles.is it?

    ReplyDelete
  30. I got it... its Rama Phosphates

    ReplyDelete
  31. I think it is Asahi Songwon Colors though I have doubts about if your Long Term debt figures are correct.

    Regards
    Sudheendra Holla

    ReplyDelete
  32. its Asian Granito India

    ReplyDelete
  33. yes yes yes Astec Lifesciences Ltd

    ReplyDelete
  34. 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; its Patels Airtemp;

    ReplyDelete
  35. its Tantia Constructions .... all things are matching as you said... it must be "Tantia Constructions "

    ReplyDelete
  36. Please verify whether there is any single share holder holding close to 25 % stake in any of the above companies.

    ReplyDelete
  37. Sir.. 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?

    ReplyDelete
    Replies
    1. Reason for recommending already mentioned as the potential of sector and its cheap valuation. I never mentioned promoter holding is low .

      Delete
    2. Thank you for your response.. I will await the answer till Saturday and see if it matches before deciding to take further opinions from you...

      Also 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

      Delete
  38. Did you get any correct name tiil now on your emai by anyone?

    ReplyDelete
  39. Can you please throw some clue on the Dec 13 quarter results of this company?

    Thanks,
    Arjun

    ReplyDelete
    Replies
    1. Already mentioned as its EPS between Rs.5-10

      Delete
  40. Sir,

    Does FY13 mean year ending on March 13, as some companies have FY ending on June 13.

    Thanks,
    Sunil

    ReplyDelete
  41. Entry 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.

    ReplyDelete
    Replies
    1. Don'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.

      Delete
  42. Piccadily Agro Industries Ltd

    ReplyDelete
  43. deep industries 100 percent

    ReplyDelete
  44. Patels Airtemp fits all the criteria you have mentioned. Additonally, the Entry barrier seems to be pefectly fitting this....

    ReplyDelete
  45. The stock you are referring is ITC

    Ram Prakash Dhadwal

    ReplyDelete
    Replies
    1. WoW !!! Wonderful finding !!!
      Market cap less than 100 Cr.

      Delete
    2. ITC has 3rd largest MRT CAP

      Delete
  46. PANASONIC ENERGY INDIA LIMITED

    ReplyDelete
  47. Dai Ichi Karkaria Ltd

    ReplyDelete
  48. Aditya Bob MahendruFebruary 5, 2014 at 3:00 PM

    Hi,

    Looks like DCM Shriram Industries. Is that correct?

    Regards,
    Aditya Bob Mahendru

    ReplyDelete
  49. Dear Sir,

    Is it Associated Stone Industries.
    Pl. reply.

    ReplyDelete
  50. Dear Mr. Valuepick,

    I believe the script name is "Sundram Fasteners Ltd". This is the one its passing all your criteria.

    Senthil Kumar

    ReplyDelete
    Replies
    1. I dont think so that you read the criteria properly...

      Delete
  51. Replies
    1. Listed only in BSE...
      Correct guess should be listed in both NSE and BSE...

      Delete
  52. Hi Sir,

    This 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

    ReplyDelete
  53. Replies
    1. In any of the above stocks ,no single share holder holding close to 25 % stake in non promoter category

      Delete
  54. Is it from Chemicals Sector?

    ReplyDelete
  55. Sir,

    Shreyas 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?

    ReplyDelete
  56. Replies
    1. At least 50 companies listed from pharma sector

      Delete
  57. I got the answer ....hats off to you ...You are genius .......

    ReplyDelete
  58. Replies
    1. Its listed only on bse

      Delete
  59. sir, it is D-link

    ReplyDelete
    Replies
    1. No single public share holding of close to 25%...

      Delete
  60. is it from packaging sector?

    ReplyDelete
  61. Replies
    1. EPS is around 2...
      It should be between 5-10 to meet one of criteria.

      Delete
  62. Replies
    1. Already suggested by VP in past... So not a correct guess.

      Delete
  63. It's a TIMES GUARANTY.

    ReplyDelete
  64. by market cap did you mean full market cap or free f.

    ReplyDelete
  65. please share face value.

    ReplyDelete
  66. Sir my option is HIMALAYA INTERNATIONAL

    ReplyDelete
  67. None of the above satisfying all mentioned conditions

    ReplyDelete
  68. Is it from Energy sector particularly non-conventional?

    ReplyDelete
  69. Sir is it from wood/ timber sector?
    Please reply

    ReplyDelete
  70. sir did anybody crack it

    ReplyDelete
  71. Replies
    1. Not listed in NSE... as VP already said that this (?) company is listed in both BSE and NSE.

      Delete
  72. Replies
    1. It doesn't meet one condition... Single public share holder, holding close to 25% in this company.

      Delete
  73. Transport & Logistics , think its agarwal industries.
    sajeev

    ReplyDelete
  74. Zen technologies-Anand

    ReplyDelete
  75. Is it Allsec Technologies?

    ReplyDelete
    Replies
    1. EPS is no where between 5 and 10...

      Delete
  76. Sir, 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 :(
    -mayur

    ReplyDelete
  77. is market cap still below 100 crore today

    ReplyDelete
  78. dcm 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


    ReplyDelete
    Replies
    1. I 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.

      Delete
    2. but debts are very high

      Delete
  79. I spent 2 working days, still not able to find the stock, may be I do not have correct method to do so,, giving up :(

    ReplyDelete
  80. one more clue please, can I take market cap of 100 cores with a down variance of 10 %

    ReplyDelete
  81. Atleast my knowledge has increased through this search...any other clue sir?

    ReplyDelete
  82. Sir , except entry barriers filter, Cybertech satisfies all your criteria. Good exercise for the mind.

    ReplyDelete
    Replies
    1. Should satisfy entire conditions

      Delete
    2. 1) 25 % is not held by any individual or institution
      2) Entry barrier
      3) ISO 9001 in ASIA PACIFIC

      Delete
  83. is this company in pca category?

    ReplyDelete
  84. Intrasoft technology?

    ReplyDelete
  85. sir please give a hint today so if some one cracks it can take benefit before it hits upper circuit on Monday
    n sir have u disclosed to that person Ki you have given the right answer.

    ReplyDelete
    Replies
    1. sir that person should get benefit of answering right afterall he must have gone through certain hardship of finding that company
      plz 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

      Delete
    2. 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.

      Delete
  86. sir,can u assure you are only person, to know the stock,otherwise, your team knows, becase monday it will upper circut! pls reply

    ReplyDelete
    Replies
    1. I have no team ,very few people send the correct answer but not disclosed

      Delete
  87. Spent approx 40 hours since Tuesday to crack it... but :( :(
    Anyways... will try till I get the answer or result is out.. :) :)

    ReplyDelete
  88. Goa Carbons Ltd ?? correct Sir?

    ReplyDelete
  89. Sir is it Hb stockholding or shakti finanace, if not then whats your view on both this stock plz reply?

    ReplyDelete
  90. Education field.....

    ReplyDelete
  91. i 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.
    This 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

    ReplyDelete
  92. hushh.. 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)

    ReplyDelete
  93. A mallu bet ... is it Piccadilly Agro Industries? :)

    ReplyDelete
  94. I have dropped my weapons

    ReplyDelete
  95. Thiumalai Chemicles fits the criteria ..but lots of companies listed from this space.

    ReplyDelete
  96. Is it Arcotech Ltd

    ReplyDelete
  97. Gloster as lic holds around 23% and matching nearly all the conditions specified by you..

    ReplyDelete
  98. giving up and waiting for your result

    ReplyDelete
  99. Sir,

    its 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.

    ReplyDelete
    Replies
    1. I agree, due to this I went thru lot of company balance sheet and share holding details.

      I am unlucky till now, but would prefer this.

      Delete
  100. Sir,

    Kindly comment if not IMP POWER. Sorry for repeating this.

    ReplyDelete
    Replies
    1. IMP Power not satisfying the EPS condition

      Delete
  101. PLEASE TEEL ABOUT SABERO ORGANICS - POST RESULTS UPDATE AND STOCK OUTLOOK......HAVE BOUGHT ON YOUR RECCOMENDATION

    ReplyDelete
    Replies
    1. It 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.

      Delete
  102. Thanks Sir for unveiling the "Nath Bio-Genes" present stock price is NSE: 57.20 BSE: 32.40

    There is huge price difference between 2 exchanges. Please suggest from Which exchange I should buy the stocks. BSE or NSE

    ReplyDelete
  103. sir ,
    plz give your view on Neo corp internataional.
    is this stock undervalued.
    plz give ur views sir

    ReplyDelete

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