MoserBaer India Ltd.

 Moser Baer, headquartered in New Delhi, is one of India's leading technology companies. Established in 1983, the company successfully developed cutting edge technologies to become the world's second largest manufacturer of Optical Storage media like CDs and DVDs. The company also emerged as the first to market the next-generation of storage formats like Blu-ray Discs and HD DVD. Recently, the company has transformed itself from a single business into a multi-technology organisation, diversifying into exciting areas of Solar Energy, Home Entertainment and IT Peripherals & Consumer Electronics. 

 Moser Baer has a presence in over 82 countries, serviced through six marketing offices in India, the US, Europe and Japan, and has strong tie-ups with all major global technology players.


Storage Media  

 Moser Baer India, the second largest manufacturers of optical media in the world, is a technology company focused on the preferred OEM for all 12 of the world's optical media manufacturers and commands a 16% development, manufacture and supply of optical media across the globe. The company is a global market share. With a strong R&D thrust, the company has been able to lead the technology curve in the optical media business.

 Moser Baer's products are manufactured at its three state-of-the-art manufacturing facilities that adhere to the most stringent process and quality standards. The company employs over 7,500 people and has an annual production capacity of over 3 billion units.


Photovoltaics 


 Moser Baer Photo Voltaic (MBPV) was launched as a fully owned subsidiary of Moser Baer in 2005 with the primary objective of enabling reliable solar power as a competitive non-subsidised source of energy.

PV industry potential 


 Fuelled by the recent technological advancements, it is estimated that solar market would demonstrate a 43 per cent CAGR and is poised to achieve grid parity in the short to medium term. The current demand projections translate to a market value of $50-70 billion by 2010, according to certain estimates. The solar market has grown from $13 billion in 2005 to an 
estimated $40 billion this year. 

 Demand from Europe — particularly Spain, Italy and Germany — has been strong. A key trend in the solar energy sector  is the diversification away from the top markets such as Germany and Japan. Spain and other European countries and the US are projected to drive demand through 2009; the growing demand in developing nations such as India and South Korea are expected 
to further drive the market up.


Entertainment:

Moser Baer Entertainment offers home video titles in various Indian languages at unmatched prices and is also engaged in media content creation.


IT Peripherals & Consumer Electronics:

 Moser Baer has entered into IT Peripherals and Consumer Electronics. In IT Peripherals the product range comprises of USB drives, Memory Cards, DVD writers, PC Peripherals, TFT Monitors, UPS and External Hard Drives. In the Consumer Electronics arena, the company has come up with a product range with medium to hi-end positioning comprising of Ultra Advanced LCD TVs, DVD Players, Portable DVD Players, Digital Photo Frames, Media Players and Multimedia Speakers.


Recent News:

 Moser Baer PhotoVoltaic (MBPV) plans to enter the US market and expand its presence in Europe by the end of the year. Europe is the major market where MBPV has a $350-400 million (Rs 1800-2,100 crore) business for three of its technologies — crystalline (best suited for cold climate), thin-film (appropriate for warm climate) and concentrator (for places getting  direct sunlight). PhotoVoltaic (PV) contributes around 10-15 per cent to Moser Baer’s consolidated revenues and the PV industry is growing at 30 per cent Compound Annual Growth Rate (CAGR) annually.


 Moser Baer Photovoltaic, a subsidiary of Moser Baer India Ltd., has secured a contract from roads and buildings department of Gujarat to set up one of India's largest roof-top solar photovoltaic installations in Surat.


Financials:

Moser Baer India has posted a net loss of Rs 25.65 crore for the quarter ended December 2008, against Rs 20.4 crore loss in the year-ago period, on the back of an increased interest charges.

Its standalone total income rose almost 25 per cent year-on-year to Rs 655.24 crore in October to December quarter FY09.


Year High : 85

Year Low : 41

CMP : 53


What Makes MoserBear Attractive:

Innovative Products to  cater growth: Moser Baer recently acclaimed fame of being the first non-Japanese Company to innovate its own OSM blu-ray disc technology.

Huge Market Size: The size of the blank optical media market in India is over one billion discs per annum. CDR (Compact Disc-Recordable) is the predominant format accounting for about 80% of the OSM market in India. DVDR  (Digital Video Disc-Recordable) has grown exponentially over the last year.

 Moser Baer Photovoltaic Limited, a Wholly owned subsidiary  of Moser Baer India, is in the business of photovoltaic (PV) cells and modules. MBPV  is expected to emerge as a technology-driven PV equipment manufacturer in the world by implementing a capacity of 500 MW by  FY 2010; through a mix of multiple technologies including crystalline silicon, concentration and thin films. The  manufacturing facilities are housed in a SEZ dedicated for renewable energy at Greater Noida. MBPV is in the process of setting up India's largest grid connected solar farm in Rajasthan with an investment of around Rs 100 Crore.



Investor with 3-5 years view can buy this stock on dips for a decent return.

Mobile value added service

Mobile value added services market is expected cross 12,000 crore in 2009.Current Mobile VAS industry is estimated at Rs. 5780 crore.To Grow 70% YOY to Rs. 9760 crores by end June 2009 & Rs.16520 crores by end June 2010.MVAS currently contributes around 9 % to the operator’s revenue.It is expected to increase to 10.4 % in the next 1 year and 12% by June 2010. 


Tanla Solutions

Tanla Solutions, predominantly a network aggregator in the mobile value added services (MVAS) space.An integrated play in the mobile billing and value added services catering largely to top mobile operators in the UK and Ireland, synergies from the acquisition of Openbit and an expanding domestic presence are key business drivers for Tanla. Content aggregators typically enable content from music companies, websites and entertainment companies to be made available in a downloadable format on mobile phones.

Tanla has end-to-end offerings in the mobile value added services segment, with network aggregation, product offerings and professional services. The company derives 78 per cent of its revenues from the network aggregation services. Its top clients are leading European mobile operators such as O2, Orange and Vodafone, all pan-European players, thus enabling Tanla to expand its footprint.

Tanla Solutions offers end-to-end mobile commerce, mobile entertainment, mobile internet and mobile advertising solutions and works in partnership with some of the top telecom operators worldwide such as MTN, Vodafone, O2, T-Mobile and Airtel among others. It has subsidiaries and offices in the UK, Singapore, Ireland, US, Dubai, Malaysia, Srilanka, South Africa, Spain and 
Finland.

Tanla Solutions’ acquisition of Openbit gives it a clear edge in terms of enhancing its offering in the on-device mobile payment segment. It could also help Tanla expand operations in new regions and create a sustainable revenue stream.

The acquisition holds several positives for Tanla. Openbit has strong tie-ups with players such Nokia and has its software products installed in 20 million Nokia phones. This deal can help Openbit extend its relationship with Nokia in countries such as China and India, where mobile subscribers are being added at 8 million a month.




Recent News:

Tanla Solutions, a telecom infrastructure provider, has partnered with Mahanagar Telephone Nigam (MTNL) to roll out third generation (3G) value added services in New Delhi. Tanla‘s 3G VAS platform enables a number of Video based interactive applications like Video IVR Portals, Video Chat, Video SMS and Video alerts. This enables mobile operators and service providers to enhance portal offerings with feature-rich, personalized video interactivity.

Tanla Solutions is forming a 50:50 joint venture with Spanish mobile value-added services provider Zed Worldwide to develop and sell mobile content. The proposed JV will also provide mobile advertising and related services to telecom operators in India. It would entail initial investments of Rs 63 crore in the paid up capital. Both the partners will contribute Rs 31.5 crore each for the venture.

Financials:

The firm which had sales of Rs 460 crore in 2007-08, generates 95% of its revenues from the overseas markets. It expects share of domestic market to grow to 15-20% in the next two years.


Three months ended Dec 31

(Versus the same period a year earlier, in million)

Net Profit 439.50 vs 432.70

Total Income 1,681.95 vs 1,240.34

Results are consolidated



Year 2009

High : 93.95

Low : 21.2 

Face Value: 1

EPS :1.70 (Last Qtr)

CMP : 29.50

It will give good returns for long term investors who can hold it for 2-5 years.

Bartronics India Ltd

Company Background


Incorporated in 1990, Bartronics India Ltd (BIL) is a Hyderabad based company that started with providing solutions in Automatic Identification and Data Capture (AIDC) having application in the area of inventory management, sales over retail counter, supply chain management and attendance recording. BIL has expanded into other AIDC solutions of RFDC, RFID tags, Smart Cards, Point of Sale (POS) units targeted at the retail market. The company is also developing GPS/GPRS technology.


Automatic Identification and Data Capture (AIDC)

The AIDC industry is moving rapidly towards the use of RFID in a number of high-value and high-volume market segments. The RFID market is expected to jump from $1.4 billion annually this year to as much as $3.8 billion in 2008, according to a study by Allied Business Intelligence Inc. It is still in a nascent stage but there are several factors, in addition to dropping chip prices, which are driving the growth of RFID as an enabling technology.



Business Model

BIL started developing and marketing bar codes, one of the oldest AIDC technologies. From the bar coding segment, BIL forayed into other advance areas of the AIDC technology ie. Biometrics and RFID.  BIL expertise lies in providing a total bar code solution together with system integration, which has applications in areas such as inventory management, attendance recording, dispatch management and sales over retail counter etc.



Industry Associates:

Intermec technologies, Synel Technologies, Datalogic, Escort Memory Systems, ASK, Wavex Technologies, singapore, Idmicro - RFID Solution Provider, Skywave - Mobile Communications, Lintec Corporations  




Business Alliances :

Watchdata systems, Singapore, Muhlbauer, Germany , SIL, mauritius, Hayleys, Srilanka, Almoayyed commercial services, bahrain, ST Microelectronics,  Iris corporation, Malaysia

 
Recent News:

The company has recently won a deal estimated at Rs 5,000 crore from the Municipal Corporation of Delhi. This deal, spread over nine years, is to set up 2,000 kiosks to provide ‘Government to Citizen’ services. This deal also opens up opportunity for garnering advertising revenues for Bartronics. This is especially relevant as the Commonwealth Games is set to take place in Delhi in 2010, providing scope for booking advertising revenues upfront.This deal provides long-term revenue visibility for the company.

Bartronics India Limited has informed that Bartronics Asia Pte Limited has received a trial purchase order for supply of RFID (radio-frequency identification) tags from the Singapore government housing and development board.




Financials:

Bartronics India's net profit surged 174.3% to Rs 18.49 crore on 68.8% increase in net sales to Rs 92.31 crore in Q3 December 2008 over Q3 December 2007. 

For the last three years, revenues have grown at a compounded annual rate of 146.8 per cent while net profits have grown by 170.3 per cent. In the nine months of FY09, the company has seen a 155.3 per cent (to Rs 417.2 crore) and a 132.6 per cent (to Rs 65.5 crore) growth in revenues and profits respectively.


PE : 4

52 Week High 253.00 

52 Week Low 55.00 

CMP : 74



Bartronics Advantage:

The Company has a robust order book of Rs 1100 Cr that is executable over the next 24 months. Of this order book the company has executable orders worth Rs 800 Cr executable over the next 15 months.

As the only company to provide end-to-end AIDC solutions in India, it is likely to benefit from strong and sustained client relationship.

Monopoly in smart card & RFID technology in domestic market with 90-95% market share in both, which in turn will swell its order book.



Investors can buy this stock around 50-70 level for medium to long term Investment(3-5 years)
 

A good Company to Invest

Numeric Power Systems Ltd

With more and more businesses (including telecom and critical care medical instruments) running on technology solutions, the need for power protection systems for reliability and quality has become vital. Given India's significant power deficits and the ubiquitous outages and voltage fluctuations, Numeric Power's products have significant market potential in the country. The IT and business process outsourcing boom in the country has further propelled the demand for such products.

Numeric power systems excel towards providing high Quality Power Management solutions and be the Industry Leader through,

Latest technology UPS products

Powerful solutions for all special applications

A wide spread network to stay close to all customers

Dedicated and trained team of resources for efficient support

Higher level of commitment to achieve high performance and maximum up time

Power Quality Audits and Energy Management solutions

The company has a dominant position in this segment and has clients such as Intel, Infosys and Veritas. Its ability to offer remote monitoring through customer IT networks and Web-enabled solutions has not only helped capture overseas market but has also facilitated cost-control through efficient servicing.

The company's fully-owned subsidiary in Sri Lanka and an export-processing unit in Chennai cater to the overseas markets. Other subsidiaries in Singapore and Mauritius, which trade in the company's products, have enabled effective tapping of markets in Africa and the US directly and through partners. The Singapore subsidiary also acts as a sourcing point for batteries, which are fully imported for the end product.

The company implemented an auxiliary power systems project for Power Grid Corporation in the entire north-eastern States, in a turnkey effort involving design, supply and installation of total power conditioning systems. With this, the company has elevated itself to an integrated player in power protection systems. This may well act as a reference point for more such projects in future

Recent News

Numeric has recently launched a 100 per cent owned subsidiary, Numeric Solar Energy, offering very high specialised and standard solar product range to support every need to conserve energy under the renewable energy programme, combined with energy efficient LED lighting solutions for a whole range of applications.

SOLAR PRODUCTS SOLAR SOLUTIONS:

Solar PV Modules, Standalone systems, Solar Charge Controller,Hybrid Solar power Systems combined with UPS systems, Solar Inverters, Distributed Grid Systems,Energy Storage, Solar Energy Farms

It expects the segment’s revenue to increase five times by 2012.

Numeric is planning to set up a one mw solar power project at its wind farm in Palladam investing Rs 20-25 crore. The company expects its turn over to cross Rs 500 crore in 2009 -10.


Financials:

Book Value 277.45
52 Wk 692.00
52 Wk 130.00
Face Value 10.00
Div(%) 50.00
CMP: 170.5
Investors can buy this script in the range of 130-150 for Medium to Long Term

Technical analyst and Experts Views about the Market

These Messages are Displayed in our blog in Stockmarket Live news Section:

Friday, 27 March 

4:05 PM - Sugar stocks are likely to outperform in the near term, Balrampur Chini and Renuka Sugar can be bought for more upside for now, says Sudarshan Sukhani, technical analyst, on CNBC-TV18.

4:00 PM - Sell Jindal Steel & Power with a target of Rs 1100-1000 and stop loss of Rs 1280, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 1234, down 0.16% on the BSE.

3:56 PM - Buy GVK Power for the long term, with a target of Rs 50-60 in 12 months, says DD Sharma of Anand Rathi Securities on CNBC Awaaz. The stock is currently trading at Rs 22, down 0.8% on the BSE.

3:51 PM - Buy Punj Lloyd with a target of Rs 94 and stop loss of Rs 78, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 90, up 10% on the BSE.

3:44 PM - The intermediate trend is up and if the corporate results starting April come out with a positive surprise the market could rally further, says Rajat Bose, technical analyst, on CNBC TV18. Nifty could then test 3400-3500 levels in the next six weeks, he adds. But it will not be a one way move up, so any correction should be used as an opportunity to buy into the market, he says.

3:37 PM - It was another stellar session for the Indian market that outperformed its global peers. Sensex closed at 10039, up 36 points (provisional) and Nifty at 3107, up 25 points (provisional) from the previous close. CNX Midcap index was up 2.11% and BSE Smallcap index was up 1.74%. The market breadth was positive with advances at 843 against declines of 376 on the NSE.

3:28 PM - Nifty has consolidated around 2800-2900 and now shown a breakout at 2830, says E Mathew, technical analyst, on CNBC TV18. This time if Nifty goes past 3150 on close, it will be a mouth-watering bear market rally that can take Nifty to 3700-3800, he adds.

3:21 PM - Book partial profits in Nifty long positions, says Anil Maghnani, technical analyst, on CNBC-TV18, as closing market strategy. Hold the rest with Nifty target of 3150-3175 and stop loss of 3050, he adds.

3:19 PM - Buy Reliance Communications with a target of 190 and stop loss of 176, says prakashgaba.com on CNBC Awaaz, as closing market strategy.

3:16 PM - Book profits in Nifty long positions, says Ashwani Gujral, technical analyst, on CNBC-TV18, as closing market strategy.

3:14 PM - Hold Nifty futures with a target of 3145 and stop loss of 3070, says Vijay Bhambwani, technical analyst, on CNBC Awaaz, as closing market strategy.

3:14 PM - Nifty has stiff resistance at 3150-3170 and it is best to book profits in long positions right now, says Rajat Bose, technical analyst, on CNBC TV18. Wait for a slight correction next week which would be an opportunity to get into the market at lower levels now, he adds.

3:08 PM - There is more steam in this rally and Nifty could go to 3300 in the short term, says Amitabh Chakraborty of Religare Securities, on CNBC TV18. After that the market is likely to pause and correct which will be an excellent opportunity to buy into this market, he adds. The risk appetite for equities has improved globally, he says. His top pick in the metal space is Sterlite Industries.

3:04 PM - The market is seeing a strong session led by metal stocks that are shining. Sensex is trading at 10080, up 77 points and Nifty is at 3118, up 36 points from the previous close. CNX Midcap index is up 2.16% and BSE Smallcap index is up 1.57%. The market breadth is positive with advances at 864 against declines of 332 on the NSE.

2:58 PM - Buy Torrent Power for the long term, with a target of Rs 150 in 18-24 months, says DD Sharma of Anand Rathi Securities on CNBC Awaaz. The stock is currently trading at Rs 73, up 2.1% on the BSE.

2:52 PM - In the engineering space, Punj Lloyd, BGR Energy and Praj Industries are excellent long-term stories, says Rajesh Tambe, technical analyst, on Zee Business.

2:46 PM - Buy Tata Motors with a target of Rs 188-206 and stop loss of Rs 162, says Prasad Kushe, technical analyst, on CNBC Awaaz. The stock is currently trading at Rs 186, up 9% on the BSE.

2:40 PM - SMC Global Securities maintains a buy call on BEL with a target of Rs 950 and stop loss of Rs 813, reports CNBC Awaaz. The stock is currently trading at Rs 843, down 1.01% on the BSE.

2:33 PM - Buy Siemens Ltd. with a target of Rs 256, says Salil Sharma of Kapoor & Sharma Company, on Zee Business. The stock is currently trading at Rs 250, up 1.2% on the BSE.

2:26 PM - Buy Hero Honda if it goes above Rs 1050 then its next target is Rs 1100, says Nitin Murarka of SMC Global, on Zee Business. The stock is currently trading at Rs 1078, up 4.8% on the BSE.

2:17 PM - Buy Idea Cellular with a target of Rs 55, says Salil Sharma of Kapoor & Sharma Company, on Zee Business. The stock is currently trading at Rs 49, down 3.4% on the BSE.

2:08 PM - Buy Reliance Power if it closes above Rs 110 then it has a target of Rs 127 and keep a stop loss of Rs 98, says Rakesh Bhansal of SMC Global, on Zee Business. The stock is currently trading at Rs 109, up 3.64% on the BSE.

2:01 PM - The Asian markets have closed flat while European markets have opened weak. Weak global cues see Indian market under some pressure. Sensex is trading at 9930, down 73 points and Nifty is at 3070, down 11 points from the previous close. CNX Midcap index is up 1.56% and BSE Smallcap index is up 1.12%. The market breadth is positive with advances at 780 against declines of 389 on the NSE.

1:52 PM - Buy RIL in a correction around Rs 1450-1480 with a target of Rs 1700 in 2-3 weeks, says Salil Sharma of Kapoor & Sharma Company, on NDTV Profit. The stock is currently trading at Rs 1556, down 0.64% on the BSE.

1:44 PM - Buy RIL with a target of Rs 1650 and stop loss of Rs 1420, says Nitin Murarka of SMC Global, on Zee Business. The stock is currently trading at Rs 1556, down 0.64% on the BSE.

1:37 PM - Buy Suzlon if it closes above Rs 48 then it has a target of Rs 70 and keep a stop loss of Rs 32, says Rakesh Bhansal of SMC Global, on Zee Business. Book partial profits around Rs 50 as it may not sustain rallies, he cautions. The stock is currently trading at Rs 45, up 2.02% on the BSE.

1:29 PM - Buy Dishman Pharma as it would give 60-70% return for the long-term, says Ashish Kapoor, CEO of Investshoppe, on CNBC Awaaz. The stock is currently trading at Rs 102, up 3.9% on the BSE.

1:22 PM - ONGC to continue with its capex plan of Rs 20,000 crore for FY10, says RS Sharma, chairman of the company, on CNBC TV18. The FY10 budget for exploration is at Rs 7000 crore, he adds. Experts feel L&T and Punj Lloyd to benefit from ONGC contracts. ONGC is currently trading at Rs 807, up 0.34% on the BSE.

1:15 PM - Sensex is likely to go to 12500 but the current rally does not indicate this is the beginning of a bull market, says Shankar Sharma of First Global, on CNBC TV18. The market lows mat not be in place as there is still a lot of problems ahead in the global market, he feels. The second half of 2009 will be crucial, he says.

1:07 PM - The Asian markets are trading mixed. It's a good session for our market this afternoon. Sensex is trading at 10019, up 15 points and Nifty is at 3098, up 16 points from the previous close. CNX Midcap index is up 1.85% and BSE Smallcap index is up 1.39%. There is buying in metal, banking and realty stocks. The market breadth is positive with advances at 823 against declines of 343 on the NSE.

1:00 PM - Buy Grasim Industries with stop loss of Rs 1330, says Neera Jain, technical analyst, on NDTV Profit. It will give good returns in 2-3 years, she adds. The stock is currently trading at Rs 1614, up 0.9% on the BSE.

12:53 PM - Hold Bajaj Auto and sell when it reaches Rs 640, says Ashu Bagri, technical analyst, on NDTV Profit. It has support at Rs 550, he adds. The stock is currently trading at Rs 619.95, up 0.5% on the BSE.

12:47 PM - The global markets are close to a bottom and so one should not buy in such a rally, says Andrew Holland of Ambit Capital on CNBC TV18. The risks on the downside continue and the markets may retest lows, he adds. Though optimistic about a sharp pull-back, he is still bullish in the long run. On investment in India, he says that India will remain off investors' radar for most of 2009 due to elections.

12:40 PM - Buy Hero Honda Motors with stop loss of Rs 920, says Prasad Kushe, technical analyst, on CNBC TV18. The stock is currently trading at Rs 1071, up 4.1% on the BSE.

12:33 PM - Invest in staggered fashion in L&T, RIL, Reliance Infrastructure and ICICI Bank with long-term view, says Phani Sekhar of Angel Broking on CNBC Awaaz.

12:27 PM - Hold Cairn India which is a very strong stock and will give good returns, says Neera Jain, technical analyst, on CNBC Awaaz. Keep short term stop loss of Rs 170, she adds. The stock is currently trading at Rs 190.80, up 0.2% on the BSE.

12:19 PM - Will wait on investments into India till the elections are over, says Samir Arora of Helios Capital on NDTV Profit. He expects consolidation in the current bear market rally but says it is difficult to assess medium-term direction of the markets. Political overhang in India is a cause for concern and uncertainty of election outcome increases the risks, he adds.

12:12 PM - Go short on NTPC with target of Rs 165, says Mitesh Thacker, technical analyst, on CNBC TV18. Keep stop loss of Rs 188, he adds. The stock is currently trading at Rs 181.10 on the BSE.

12:08 PM - The market at noon is trading volatile and choppy. Metal stocks appear to be on a roll. Sensex is trading at 9970, down 33 points from its previous close, and Nifty is at 3077, down 5 points. CNX Midcap index is up 0.9% and BSE Smallcap index is up 0.9%. The market breadth is positive with advances at 746 against declines of 391 on the NSE.

11:57 AM - Hold Jai Corp with target of Rs 110, says Neera Jain, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 60-65, she adds. The stock is currently trading at Rs 82, up 0.7% on the BSE.

11:52 AM - Buy Unitech when it reaches Rs 30-32, says E Mathew, technical analyst, on CNBC TV18. The stock is currently trading at Rs 35.65, down 2.5% on the BSE.

11:45 AM - Exit MTNL on rally because it is a weak stock in the telecom sector, says Gaurang Shah of Geojit Financials on Zee Business. Instead invest in Bharti Airtel or Reliance Communications, he adds. The stock is currently trading at Rs 69, up 1% on the BSE.

11:38 AM - Short-term traders buy TCS at Rs 520-530 with target of Rs 660, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 500, he adds. The stock is currently trading at Rs 549, down 1.5% on the BSE.

11:32 AM - Hold IVRCL Infra with medium-term target of Rs 172, says E Mathew, technical analyst, on CNBC TV18. Keep stop loss of Rs 121-125, he adds. The stock is currently trading at Rs 130.45, down 1.6% on the BSE.

11:27 AM - Buy KS Oils and hold with long-term view, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. It will give good returns, he adds. The stock is currently trading at Rs 42.80, up 4% on the BSE.

11:20 AM - Hold Axis Bank with target of Rs 465-470, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. New investors may buy on dips at Rs 350-375, he adds. The stock is currently trading at Rs 425, up 0.8% on the BSE.

11:15 AM - Avoid Ranbaxy which is a weak stock, says Pradeep Surekha, technical analyst, on Zee Business. It has a crucial level of Rs 156 breaking which it might go down to Rs 148, he adds. The stock is currently trading at Rs 160.60, up 1.7% on the BSE.

11:08 AM - Short-term traders can hold Tata Motors with target of Rs 190-200, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Long-term traders should keep target of Rs 250-260, he adds. New investors may buy on dips at Rs 155-160, he says. The stock is currently trading at Rs 173.30, up 0.4% on the BSE.

11:04 AM - An hour into opening, the market is witnessing volatility with both the indices trading a little lower than their previous closings. Asian markets are trading mixed. Sensex is trading at 9969, down 33 points from its previous close, and Nifty is at 3080, down 2 points. CNX Midcap index is up 0.6% and BSE Smallcap index is up 0.6%. The market breadth is positive with advances at 667 against declines of 410 on the NSE.

10:57 AM - Sell Visa Steel because it is fundamentally a weak stock, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. The stock is currently trading at Rs 20.20, down 1.5% on the BSE.

10:51 AM - Hold JP Associates with stop loss of Rs 78 and 82, says Pradeep Surekha, technical analyst, on Zee Business. It has resistance at Rs 89-90 crossing which it can go up to Rs 97, he adds. The stock is currently trading at Rs 86, up 0.2% on the BSE.

10:45 AM - Short-term traders buy Tata Steel with target of Rs 250-260, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 180, he adds. The stock is currently trading at Rs 212, up 3.5% on the BSE.

10:38 AM - Buy GVK Power which is showing good momentum, says Pradeep Surekha, technical analyst, on Zee Business. It can go up to Rs 25.50-26 in one or two days, he adds. The stock is currently trading at Rs 23.25, up 2.7% on the BSE.

10:31 AM - Short-term traders hold Sail with target of Rs 108-112, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 91.50, he adds. New investors may buy on dips at Rs 70, he says. The stock is currently trading at Rs 98, up 2% on the BSE.

10:24 AM - Buy Tata Motors at Rs 175 with target of Rs 182, says Simi Bhaumik, technical analyst, on Zee Business. Keep stop loss of Rs 169, she adds. The stock is currently trading at Rs 176.60, up 2.3% on the BSE.

10:17 AM - Short-term traders can book profits in Havells India for 5-10% gains, says Paras Bothra of Ashika Stock Broking on CNBC Awaaz. Long-term investors can hold, he adds. The stock is currently trading at Rs 157.05, up 6.6% on the BSE.

10:11 AM - Buy Axis Bank at Rs 421 with target of Rs 435, says Simi Bhaumik, technical analyst, on Zee Business. Keep stop loss of Rs 413, she adds. The stock is currently trading at Rs 429, up 1.8% on the BSE.

10:04 AM - Short-term traders buy ONGC with target of Rs 860-865, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. Keep stop loss of Rs 770, he adds. The stock is currently trading at Rs 807.50, up 0.4% on the BSE.

9:57 AM - The market begins the new series with a quiet and flat opening. Earlier in the day, the US market ended on a high note with a last-minute surge by Nasdaq. Sensex is trading at 9992, down 11 points from its previous close, and Nifty is at 3083, up 1 point. CNX Midcap index is up 0.6% and BSE Smallcap index is up 0.2%. The market breadth is positive with advances at 283 against declines of 205 on the NSE.

9:51 AM - The Nifty is expected to head towards the 4000 mark in the medium term though it won't be a straight dash towards it, says Sandeep Shah of Sampriti Capital on CNBC TV18. He believes that the fundamentals are similar to those 2004 levels. He advises taking a long-term view. He is sure that 2500 on the Nifty and 8000 on the Sensex will hold.

9:46 AM - There will be buying opportunity on dips in the morning and post-lunch sessions, says Sudarshan Sukhani, technical analyst, on CNBC TV18. Buy with a stop loss for 20-25 point gains, he adds.

9:39 AM - Nifty will be trading in the range of 2880-3150, says Sudhanshu Pandey, technical analyst, on CNBC Awaaz. On dips, support will be 2970 and 2880, he adds. He sees next resistance for Nifty at 3150-3200.

9:34 AM - The Nifty did not witness strong rollovers due to lack of short rollovers, says VK Sharma of Anagram Stock Broking on CNBC TV18. He expects midcap F&O stocks to see some action. He advises trading with strict stop loss or writing higher out-of-the-money calls for protection.

Supply Chain Management

Supply Chain Management :

One of the most important challenge in organized retail in India is faced by poor supply chain and logistics management. The importance can be understood by the fact that the logistics management cost component in India is as high as 7% -10% against the global average of 4% - 5% of the to,tal retail price. Therefore, the margins in the retail sector can be improved by 3% - 5% by just improving the supply chain and logistics management.

In India, with demand for end-to-end logistics solutions far outstripping supply, the logistics market for organised retail is pegged at $50 million and is growing at 16%. It is expected to reach $120-$130 million by 2010. Organised retail on the other hand is growing at 400% and is expected to reach around $30 billion by 2010.

Arshiya International Ltd

Arshiya International Ltd is a global supply chain and logistics infrastructure solutions company and is listed on the BSE. The company is an amalgamation of several strategic verticals (Free Trade Warehousing Zones {FTWZ’s}, Rail, 3PL, 4PL, Trucking, Warehousing & IT) enabling unparalleled operational expertise & solution capability across the entire supply chain spectrum & value chain. Arshiya has additionally developed strong ground operational capability (including Trucking & Warehousing) in the Middle-East, intended to be linked by sea from Mumbai, India to Sohar, Oman & Dubai, UAE.

Arshiya's key business entities currently include: Arshiya Logistics {which provides shipping and global logistics (3PL) services to its customers under the flagship BDP}, Arshiya Demand Chain Management {focusing exclusively on India's rapidly expanding retail market for their entire supply/demand chain (4PL) management in partnership with Global Major, Genco}, Arshiya Logistics Infrastructure (focusing on building Free Trade Warehousing Zones in India & the Middle East) Arshiya Rail Infrastructure (with 75 rakes set to become the largest pan-India private container rail operator by 2010) Arshiya Technology (under the flagship ‘Cyberlog’ which provides global I.T systems, software development and business process outsourcing services in the Supply Chain space) and Arshiya's Knowledge Center (which will encompass specialized consulting & training services).

GROUP COMPANIES

Arshiya Logistics Infrastructure

Arshiya Infrastructure focuses on establishing stable, high-tech and interconnected logistics infrastructure under project Diamond and Emerald in India and Middle East respectively.

Arshiya Logistics Infrastructure -Free Trade and Warehousing Zones:

Arshiya’s FTWZs would be a special category of Special Economic Zones (SEZ) with a focus on trading and warehousing. The units located within the FTWZ would thus be provided with significant benefits as available to the units in SEZ. These FTWZs would emerge out as an Integrated Zone to be used as International Trading Hubs with inbuilt Container Freight Station, Warehousing space and Inland Container Depots with attached Empty Container Storage & Refurbishment Yard. Concept of FTWZ has been coined to provide much needed infrastructure support for trading, storage and value added activities related to foreign trade along with multi-modal transportation, easy foreign exchange transaction, one stop custom clearance and to avail the regulatory benefits of FTWZs like exemption from taxes and duties.

Arshiya Logistics Infrastructure - India

West & North India, Free Trade Warehousing Zone (FTWZ) as Hubs and Rail network across Pan India (Phase 1).Project Diamond including the Indian Sub-Continent (FTWZ, as Hubs with all types of warehousing and CFS/ICD at all locations in West, North, East, South and Central India with Spokes on the rail corridors) connecting the main ports and hinterland of the India sub - continent with a rail / road (last mile connectivity) network (to be fully commissioned by end 2012) (Phase 2).

Arshiya Logistics Infrastructure Middle East

FTWZ in Sohar, Oman (Phase 1).
Project Emerald (FTWZ as Hub and Spokes all over Middle East Region) connecting the Sohar FTWZ with the main freight centers of Middle East (to be fully commissioned by mid 2012) (Phase 2).

BDP India and Middle East

BDP India and Middle East are entities within the Arshiya Group and are affiliated with BDP International, one of the leading global logistics companies. BDP International, headquartered in the United States has a network of offices and affiliates spanning 140 countries and representing a customer base of leading fortune 500 companies with advanced technology, BDP provides visibility across the global supply chain.

Within India, BDP has expanded to 9 offices across the sub-continent providing a full scope of logistics services to its clients. Logistics operations include import and export services across the globe, freight forwarding, ocean and air transportation, trucking, project logistics, and supply chain management.

BDP Middle East has offices in UAE, Qatar and Oman and is rapidly expanding across the Middle East region. Covering the samefull scope of services as BDP India, BDP Middle East can support its clients in the movement of products across the globe. In addition to its menu of core services, a special project logistics team of experts has been created to support the growth of major Infrastructure development within the region.

Cyberlog Technologies

Cyberlog provides an integrated supply chain solution to manage the logistics of demand fulfillment, customised technology services and business process outsourcing services.
Cyber-SCM, a supply chain solution, is a suite of web native applications for enterprises and logistics service providers. The completely integrated application helps to manage the logistics of demand fulfillment seamlessly across all geographies and transport modes, thereby reducing costs, stock levels, and cycle time while satisfying the need for on-time delivery.

Genco India:

Genco India is a joint venture company providing unique 4PL“Demand Chain Management” services designed to enhance customer’s competitive advantage in the retail sector. Genco is one of the leading retail logistics companies in North America, specializing in “forward and reverse logistics”, and provides customized logistics activities to many of the largest retail stores and consumer brand companies across a wide range of product segments.

Activities include supply chain analytics and network design, neutral benchmarking, 4PL logistics execution for product distribution across India and reverse logistics, providing a single point of contact for information visibility and KPI management, and ultimately assisting customers to re-design their operations from a traditional logistics model to a dynamic demand chain which responds to changing consumer needs.

Arshiya Rail Infrastructure:

Arshiya Rail Infrastructure, a wholly owned subsidiary of Arshiya International has commenced phase I of its rail operations as of 02 February 2009.

Arshiya Rail initiated its pan-India rail operations with the deployment of its first of the planned 30 rakes in phase 1 for Vedanta Aluminium. Arshiya Rail Infrastructure is providing unique and customised rail solutions with innovative and industry / product specific designed containers for large corporations with sizeable evacuation requirements in India.

Recent News:

Arshiya’s free trade zone in Khurja

Arshiya International Ltd, a global supply chain and logistics infrastructure solutions company, has received the formal approval from the Board of Approval (BoA) of SEZs (Special Economic Zones) for setting up its Free Trade and Warehousing Zone (FTWZ) in Khurja (UP).
Arshiya’s FTWZ in Khurja is coming up in the heart of the manufacturing hub in the NCR and is the second of the five FTWZs being set up by the company at different locations in the country. Arshiya’s first FTWZ at Mumbai received BoA clearance in December last year. It is expected to be the first operational FTWZ and is to be commissioned by September 2009.

Stock Details:

Q3 Financials:

Net Income for Q3FY09 at Rs. 114.16 crore, up 9%
EBITDA for Q3FY09 at Rs. 17.38 crore, up 31%
Net Profit for Q3FY09 at Rs. 13.02 crore, up 25%
Nine Months Ended (FY09) Net Income at Rs. 405.67 crore, up 49%
Nine Months Ended (FY09) EBITDA at Rs. 60.97 crore, up 87%
Nine Months Ended (FY09) Net Profit at Rs. 52.34 crore, up 105%

BSE Stock Code: 506074

Share Price: 49.8 as on 24 March 2009

Face Value : 2

Year High Low
2009 86.5 42.55
2008 424 69.2

At Current Market price it is a buy for Medium to LongTerm.

IT infrastructure management services

IT infrastructure management services

The global IT infrastructure management services (IMS) business is estimated to be $100 billion. Around 60-70% of the IMS activity can be outsourced, which translates into a huge business opportunity for Indian companies in this space.

Allied Digital Services Ltd

Allied Digital Services Ltd (ADSL) is a leading IT Infrastructure management and Technical Support Services outsourcing Company which enable global, large and medium enterprises and service providers to reduce their total cost of ownership using a combination of on site and remote services.

Business:

Allied Digital is into IT infrastructure management, security management and technical support services. The company, which has long been present in the domestic market, is now also looking at global markets. It has set up a network operation centre and security operation centre in Mumbai to serve its customers.

It launched its remote management services center consisting of a network operation center (NOC) and information security operation center (SOC) at Mumbai. It also started its liasioning offices in Sydney, Australia and New Jersey, United States of America. By going international, Allied hopes to be able to garner a good market share in the overseas business by offering its services at competitive prices leveraging the lower cost of technical manpower in India.

ADS delivers services through its own facilities and centres, spread across 92 cities and follows a `direct' model rather than a franchisee model, as adopted by its peers. This gives the company a direct control on the quality of service and helps it maintain the desired level of efficiency due to uniformity in training. The client list includes big name across the industry in Manufacturing, Banking, Energy, ITES, Service and Government.

Recent Awards:

Allied Digital Services bagged the Gold award as the Fastest Growing company. It registered a 90 percent growth in 2007-08, by posting revenues of Rs 297 crore in 2007-08, up from Rs 156 crore in the previous fiscal - DQ Channels

.
Allied Digital is awarded ‘Best under a Billion Dollar Company’ by Forbes Magazine

Allied Digital acquires US based EnPointe Global Services for US$ 30 Million:

The company acquired an 80.5 percent stake in En Pointe Global Services LLC as well as a majority stake in Bengaluru-based Digicomp, which offers reverse logistics, technical support, customer care, warranty services, etc.

Financials:

Results Q3 2008:

Sales :96 Cr
Operating Profit : 23.64 Cr
Net Profit :18.6 Cr
Allied Digital’s net sales have risen more than three times over the past two years. Net profit has grown by four times during the same period.
Promoters : 61%
Institutional Holding: 23%
Dividend Yield: Nil
P/E: 10.3
CMP: 149 (NSE)

BSE :
52 Wks High (06-JUN-08) 1049.6052 Wks Low (12-MAR-09) 146.05

NSE:

52 Wks High (06-JUN-08) 982.20 52 Wks Low (12-MAR-09) 145.05

Fortis Healthcare on an Expansion Spree

It is no news that the Indian healthcare industry is going strong even in the wake of global meltdown. While every other industry is losing its sheen, healthcare is expected to reach newer heights in the coming years. According to the recent Indian Brand Equity Foundation (IBEF) report, the Indian healthcare market is currently estimated at $ 34.2 billion and private healthcare is estimated to be the largest component of the healthcare sector by 2012 which is expected to double to $ 38 billion by 2012. In the race to grab the largest piece of the healthcare pie, one of the leading corporate Groups with a strong chance is Fortis Healthcare.

Fortis Healthcare is a growing healthcare provider in India. Fortis Healthcare has established a network of world-class super speciality hospitals linked with a larger network of Multi Speciality Hospitals to provide high quality healthcare to the people of India, in a hub and spoke model.

This model has allowed the group to serve the comprehensive medical needs of patients in their local communities at its multi-speciality facilities. The hubs focus on super-speciality 'centres of excellence.' Patients in need of such medical intervention are referred to these hubs from the multi-speciality facilities in the region. This model has allowed the Group to efficiently deploy resources across its network as its super-speciality expert clinicians provide expertise and support to its multi-speciality hospitals. It also serves to increase the quality of care throughout the network.

Unlike most healthcare providers, Fortis has opted for a staff model for doctors in its key specialities. This means that the doctors are full-time employees of Fortis and not empanelled with different hospitals. This gives both doctors and patients a distinct advantage. The doctors do not have to run from hospital to hospital and are encouraged to enhance their knowledge through research or attending conferences while the patients have the benefit of access to doctors as needed. As full-time employees, the team has a strong commitment, leading to better patient care and quality.

During the global meltdown, the group has seen an opportunity in medical tourism. Huge recession in the US and developed countries will lead to cost cutting including their exorbitant healthcare costs. This will have a positive impact on the Indian healthcare industry. More international patients are likely to travel to India from these countries for their healthcare needs, which will provide further impetus to the domestic healthcare sector.

The group plans to have 35-40 hospitals comprising 6,000 beds by 2012. The total investment for this is expected to be around Rs 2,700 crore of which funding requirements from Fortis shall be around Rs 1,500 crore (as the additional capacities shall be in the same mix of greenfields, joint ventures, O&M and acquisitions).

Fortis acquired Escorts Healthcare System in 2005 and today runs one of the largest Cardiac Programmes in the world. The amalgamation of the Fortis-Escorts competencies is setting benchmarks for the way healthcare is delivered in India

Results Q3FY09:

Net sales up 30.3% at Rs 158.41 cr vs Rs 121.55 crNet profit of Rs 6.8 cr vs a net loss of Rs 19.36 cr. Operating profit up 363% at Rs 22.2 cr vs Rs 4.79 crOPM at 14.03% vs 3.95%

Recent developments
In its first ever acquisition overseas, Fortis announced that it has bought a controlling stake in Mauritian hospital, Clinique Darne, in a joint venture with the leading Mauritian industrial group CIEL that operates in agro-industry, textiles and equity investment.

Future Plans:
Fortis Healthcare intends to have 40 hospitals with 6000 beds by 2012. Two Green-field hospitals are under-construction, these are:

A super-speciality hospital in Shalimar Bagh, West Delhi, with specialization in cardiac care, orthopaedics, neuro-sciences, renal sciences, mother and child care and gastroenterology (first phase - 250 beds).

As part of its greenfield project, Fortis bought a 7.5 acre plot in west Delhi's Shalimar Bagh to develop a multi-speciality hospital with 500 beds. The company plans to start construction as soon as the monsoons are over. The company zeroed in on Shalimar Bagh because it is a densely populated area of Delhi that does not have world standard medical facilities.

FIIMBS Medicity- a super-speciality hospital in Gurgaon, with a focus on trauma, oncology, mother and child care, cardiac care, orthopaedics, organ transplants and neuro-sciences (first phase -350 beds).

Fortis Healthcare has taken its total operational hospital strength to 26 hospitals (including 12 satellite/heart command centres).

Some of Fortis Hospitals List:

Hiranandani Hospital - Vashi, Mumbai.

Fortis Malar Hospital - Chennai

Fortis Escorts Hospital - Jaipur

Fortis La Femme - New Delhi

Fortis Hospital - Mohali

Fortis Hospital - Noida

Fortis Jessa Ram Hospital - New Delhi

Fortis Flt. Lt. Rajan Dhall Hospital - Vasant Kunj, New Delhi

Escorts Heart Institute and Research Centre Limited - New Delhi

Fortis Escorts Hospital - Faridabad Fortis Escorts Hospital - Amritsar

Fortis Escorts Hospital - Raipur Fortis La Femme - New Delhi

Conclusion

Stock @ NSE and BSE

NSE:
52-Week high 91.8 Low 45
BSE:

52-Week high 93 Low 46

At current Market Price of 65 it is a must hold in your Portfolio.

A good company with solid preformance

Shiv-Vani Oil and Gas Exploration Services Ltd.

Incorporated in 1989, Shiv-Vani has rapidly evolved to emerge as a key player in the upstream sector of the hydrocarbon industry. It went public in 1993. Headquartered in New Delhi, the company offers a wide spectrum of services in the field of oil and natural gas exploration and production. It provides short-hole drilling services to ONGC and it is globally recognized for its proven expertise in exploration, production and allied services. It provides a complete suite of onshore activities and offshore operations. It is the only integrated CBM (Coal Bed Methane) services provider in India and successfully pioneered horizontal and directional drilling in the country to enhance CBM procurement.

Investment Positives

Shiv-Vani is the biggest private sector rig owner & operator in India specializing in onshore and offshore operations. It has 21 onshore rigs, four seismic data acquisition equipment; four crew boats; seven compressors; 233 drilling rigs and 425 logistic support vehicles. It is one of the few companies in India to own an onshore rig equipped with Top Drive System.

It has an order book of 4800 crs, out of which 4100 crs is executable over a three-year period.

Rise in the prices of rig in the coming years will help the company to earn more revenues in its contracts as it has acquired rigs at lower prices.

Current Market Price : 102

Investment Period : 3-5 years
A good company with solid performance.

The Art of Investing

"Manage the downside; the upside will take care of itself" - Donald Trump
Investing is an art but most of the retail investors fails to master it. Investing is not simply putting your money somewhere with the aim of get-rich -quick attitude. It requires a lot of planning and control on your personal finance.

Investing is not gambling. A ‘real’ investor does not simply throw his hard earned money randomly. It requires lot of research analysis and time. It is smarter to buy and hold good stocks then to engage in day trading.

There are several methods available for investors.Investing in Bank Deposits,Term Deposits and Bonds are much safer investment in times like the market is in sever down trend . But we failed to include the effects of inflation in our returns, after taking the inflation effect the investor hardly earn 4-5 % return. This kind of investment are safe for investors who wants to protect their money with a small portion of appreciation. But for the investor who wants to create wealth for his generation, stock market provides an excellent opportunity to build wealth over a period of time.

How to find stocks that fit's your need?

By The Size: Large cap companies are well established and stable.But this companies have limited growth penitential then small cap companies. In case of small cap companies which operative in niche sectors can give good return.But the problem will come when these companies expanding in to new areas.
Growth Vs Value Companies:

A growth company is one that expanding in faster phase with regards to their earnings against unfavourable market condition or economy. If you are smart enough to catch a successful growth company in their early stage, you can create a huge wealth. A ‘ Value’ company is in general trade lower that the average earning due to economic condition.

The first sign of an growth company is constantly increasing it's market share against all odds and they are in emerging or niche sectors. The "sector" in which these companies are also plays a vital role in choosing growth and value companies.

Sectors to watch
Insurance : Huge Potential but most of the companies unlisted
Health Care : India is favorite for cost effective medical treatments
Food Processing : Huge untapped market
Alternate Energy: Yet to take off