Investment Idea

SREE RAYASELAMA HI STRENGTH HYPO LTD – UNDERVALUED GEMS

srhhl

SREE RAYASELAMA HI STRENGTH HYPO LTD (SRHHL, BSE : 532842 )

Only Indian Manufacturer of Calcium Hypochlorite, which is very essential for cleaning water 

Benificiery of Namami Gange Mission

Recently promotor raised stake in the company

Trading almost at book value and PE is very low compared to peers

Sales are 2 times the Market Cap which is very impressive

For Q1FY18 company has reported strong numbers. Its net profit soared 65.89% to Rs.5.01crore from Rs.3.02crore on 25.69% higher sales of Rs.119.27crore fetching an EPS of Rs.3.24

Market Cap.: 229.66 Cr.

Current Price: 148.55

Book Value: 134.34

Stock P/E: 9.50

Face Value: 10.00

Listed on BSE and NSE

52 Week High/Low: 178.10 / 87.90

One can invest in this share @ CMP for long term.

 

GP Petroleums Ltd – Dark Horse

GP Petroleums Ltd

GP Petroleums Ltd is a listed entity and a leading lubricant player, specializes in industrial & automotive lubricants, process oils, transformer oils, greases and other specialties under the brand name IPOL in India and overseas market. It is part of Gulf Petrochem, a global conglomerate operating in the oil space, driving international growth with an excellent suite of development projects spread across different continents with firmly established strategic business units (SBUs); Trading (Bitumen, Base Oil , Fuel Oil & Feedstocks, Distillates, Naphtha, Coal, Petcoke, Petrochemicals), Refining, Bunkering, Oil Storage, Shipping & Logistics, Lubes & Greases Mfg. and many others.

GP Petroleums Ltd, a leading lubricant maker and part of US $2.8 Bn UAE-based Gulf Petrochem Group

 GPPL is an ISO 9001, ISO 14001 & OHSAS 18001 certified company, which specializes in formulating, manufacturing and marketing, of Industrial & Automotive lubricants, Process oils, Greases and other Specialties under the brand name IPOL for more than four decades

 With annual consumption of ~2.5 Bn Liters, India is the third largest lubricant market after the US and China and the domestic market is growing at a steady pace.

 In order to strengthen its foothold in domestic automotive lubricant market, the company has tied up with Repsol, the largest oil and Petroleum Company in Spain. Repsol is a very big and renowned global lubricant player and Honda-Repsol tie-up in F1 race is for a very long time. Gulf Petrochem, the parent company has already tied up with Repsol before this strategic relationship. With the tie up with Repsol, the company shows its clear intention to emphasize more on automotive lubricant segment as Repsol is specialized in automotive lubricant segment across the globe.

 GP petro can also leverage its parent company’s technology and global reach for its future growth. . From being an industrial lubricants brand, GP Petroleums wants to make a mark in the consumer-focused auto lubricants business with a newly launched product called Repsol. It is also changing its product mix and lengthening its distribution arm to increase the contribution from auto lubricants.

 The key raw material for manufacturing lubricant is base oil, the price of it is benign even though it is not correlated to Crude oil price

 In the Indian lubricants industry, GP Petroleums is somewhat of an exception as its product mix is overly skewed towards industrial lubricants. It has close to 90 per cent in the industrials business and just 10 per cent of its volumes come from the lucrative auto industry. Ipol, its industrial lubricant, enjoys five per cent of the highly fragmented and unorganized market.

 The Company with its flagship brand IPOL from its industrial division for B2B customers, kick-started the initiative of next-gen product series, which include semi-synthetic cutting fluids for automotive component machining and ester based synthetic cutting oils for Gear manufacturing, showcased during IMTEX 2017.

 GPPL is also major player in the Rubber process industry and offers various types of IPOL process oils to meet the growing demands of the industry which is shifting towards more environment friendly products.. IPOL Industrial lubricants have thus established a significant position in the manufacturing and process Industry.

 

GP Petroleums Ltd balance Sheet

Market Cap.: 453.47 Cr

Current Price: 89 Rs

Book Value: 30.65

Stock P/E: 28.54

Face Value: 5.00

Listed on BSE and NSE

52 Week High/Low: 103.90 / 67.5

 Target 120+ SHORT TERM, One can Buy this stock for long Term @ cmp.

 

 

Aditya Birla Capital Ltd – Long Term

"ONLY FOR LONG TERM INVESTOR"

ADITYA BIRLA CAPITAL LTD Buy @ 192 

✳After Demerger from Grasim  Aditya Birla Capital going Over all excellent fundamental and if listing these prices are very dirt cheap and buy for long term portfolio looking to following reasons.

 

✳Company belong to Aditya Birla Group

Aditya Birla Capital Ltd working in following sector and sooner or later it will be again Demerger and unlock valuation.

 

✳Aditya Birla Financial Services

Aditya Birla Housing Finance

Aditya Birla Insurance Broker

Aditya Birla Money

Aditya Birla Pvt. Equity Investment 

Birla Sun Life.

 

✳If we compare against peers.

 

✳Motialal Oswal

Trading at 1200 of  Rs 1 paid up

 

✳Geojit Financial Services

Trading at 101 of Rs. 1 paid up

 

✳Edelwiess Financial Serices

Trading at 285 of Rs. 1 paid up

 

✳JM Financial Services

Trading at 145  of Rs. 1 paid up

 

✳ILFL Holding

Trading at 620  of Rs.  2 paid up.

 

✳If these peers are trading at above level and market giving excellent valuation so just imagine a valuation of Aditya Birla Capital   in coming years  and thereafter when it will demerger again and also split.

 

✳Looking to above facts, we advise to all our readers and visitors of our web site  just buy and forget for long term portfolio say   5  to 10, 20 years  and huge return on the card in coming years.        

 

Be invest for long term and wealth creation of this  stock.

PUDUMJEE PAPER PRODUCTS LTD – Diwali 2018 Pick

padumjee

PUDUMJEE PAPER PRODUCTS LTD in its various forms and applications always had a key role in the development of modern society. It has revolutionized the communication, packaging and distribution of products and has indeed played a key role in evolution of many cultures.

Paper products at Pudumjee Group; have roots going back to over 100 years at Bombay Presidency and Mundhwa in Western India where its Mills were founded in the 19th century.

The renewed start began with the manufacturing unit established at Pune in the year 1964. The objectives were clearly defined through the choice of products so as to add value in terms of meeting specific requirements of users. Pioneering with a humble beginning through offering specialty paper products like Glassine and Greaseproof Papers for packaging applications, the Group has grown over the years to expand the products offering through range of special papers and soft tissues. Today, the Group is proud to have an installed capacity of over 60,000 Tonnes per annum (TPA) that represents a full range of high quality specialty paper manufacturing in the country from a single location.

The M.P. Jatia Group of Companies now headed by Mr. Arun Kumar Jatia have diversified into several activities from manufacturing of Specialty Papers to Converted hygiene Tissue products, Real Estate, Financing, Information Technology and FMCG products.

The group through its Companies has received certificates such as ISO 14001:2008, ISO 22000, FSC meeting requirements of the Chain of Custody as also Green Seal Certification for its Hygiene operations for conversion of Soft Tissue, as the first Company in Asia to achieve the same.

(Source: Pudumjee Website)

Shareholding Pattern

Promoter

66.89%

FII

0%

Corporate

6.45%

DII

0%

Public

25.64%

Others

1.02%

 

 

Pudumjee Paper Products Ltd

Market Cap.: 290.55 Cr

Stock P/E: 11.72

Recommended Price: 29 Rs-30 Rs (Add More On Deep)

Current Price

Book Value: 24.28

52 Week High/Low: 31.60 / 12.00

Listing: NSE/BSE

one can hold this stoke for long term