| Kalyani Steel is a counter that could give you 50% or thereabouts in 4-5 months ;The immediate value un-locking for stock will happen due to de-merger of its investments held directly as well as in subsidiaries which are worth much more then its present market cap. Against present market cap of Rs 900 crore, value of investments alone is around Rs 1200 crore. The demerger has already been done and the Record date for the demerger has just been declared as april 23rd 2010. Further they are looking to better core business outlook for FY 10-11 as well as immediate value unlocking due to de-merger of investments in to a separate company - Kalyani Investments [share holders will get 1 share of Kalyani investment for 10 shares of Kalyani steel]; the scope for appreciation is significant. On combined valuation basis, I expect a 50% appreciation from current levels. Safe Harbor Statement: Some forward looking statements on projections, estimates, expectations & outlook are included to enable a better comprehension of the Company prospects. Actual results may, however, differ materially from those stated on account of factors such as changes in government regulations, tax regimes, economic developments within India and the countries within which the Company conducts its business, exchange rate and interest rate movements, impact of competing products and their pricing, product demand and supply constraints. Nothing in this article is, or should be construed as, investment advice. --- On Mon, 4/12/10, sandeep gupta <sandy_g22@hotmail.
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http://in.groups.yahoo.com/group/investwise/
INVESTMENTS IN INDIA
We are low-risk, long-term investors.
Stocks, mutual funds and the entire investment gamut. Only financing/investment avenues in India will be discussed.
For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in
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NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.
NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.
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