Sensex

Tuesday, September 29, 2009

DG - Cash Rich Company of BSE / NSE

 

Listed companies on the Bombay Stock Exchange. We have taken only those companies whose cash value net of debt is greater than Rs 300 crore and sorted the top 50. We have not taken the investment value into consideration since some companies have invested in government bonds or group companies.

Interestingly, 8 companies out of top 10 cash rich companies by value were PSU companies.

                                                                     * All figures (Rs in Cr)

Company

 Investments 

 Cash and 

 Total 

 Net 

 Market 

 

 

 Bank Bal. 

 Debt 

 Cash 

 Cap 

BHEL

6

10329

167

10163

111713

SAIL

37

18486

8666

9820

73108

NMDC

72

9740

      -   

9740

144910

Infosys

               -   

9695

      -   

9695

137855

M T N L

465

4803

      -   

4803

5868

Rajesh Exports

385

5537

1951

3587

2066

Natl. Aluminium

896

2869

      -   

2869

23440

MMTC

399

6022

3209

2814

168240

Hind.Zinc

6929

2719

9

2710

34645

Bharat Electron

               -   

2658

2

2656

11450

Cairn India

171

6527

4356

2171

49854

TCS

1614

2698

563

2135

117598

Engineers India

151

1921

      -   

1921

6326

Container Corpn

168

1767

49

1718

14742

Oracle Fin.Serv.

1

1549

      -   

1549

15173

Sun Pharma.

1859

1669

179

1490

24953

Hind. Unilever

288

1864

434

1430

58484

Siemens

245

1322

11

1311

18836

Neyveli Lignite

722

5482

4210

1272

22909

Maruti Suzuki

3277

1987

759

1228

47938

ITC

2507

1318

187

1132

88101

Eicher Motors

6

1260

166

1094

1527

PTC India

533

1052

20

1032

2597

Edelweiss Cap.

270

1721

762

959

3387

HCL Technologies

1377

1011

55

956

22947

Glaxosmit Pharma

730

957

6

951

12694

Bosch

867

1071

264

806

13153

Lak. Mach. Works

104

627

      -   

627

1766

Hinduja Global

1

665

87

578

1038

India Infoline

315

627

52

575

4248

Ambuja Cem.

328

852

289

563

15192

Pfizer

1

544

      -   

544

2492

Motil.Oswal.Fin.

49

543

0

543

2444

Tech Mahindra

435

538

      -   

538

11108

Ingersoll-Rand

0

515

      -   

515

1038

ACC

517

991

482

509

15905

Aventis Pharma

5

497

      -   

497

3405

GlaxoSmith C H L

               -   

471

      -   

471

4867

Apar Inds.

0

611

161

450

497

Anant Raj Inds

309

626

210

416

4295

Hind.Copper

               -   

529

113

415

21132

JM Financial

603

525

134

391

3203

Thermax

144

373

4

369

6642

Alstom Projects

               -   

368

1

367

3820

Indiabulls Sec.

52

462

112

350

1348

A B B

61

348

0

348

16987

Bajaj Finserv

6595

642

311

331

4271

Heidelberg Cem.

0

338

10

328

1015

Dredging Corpn

30

332

6

326

1409

Info Edg.(India)

18

322

0

322

1914

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

 

 

 

 

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Posted by nsivaa at 11:00 AM 0 comments

Saturday, September 26, 2009

DG - All About Navratri.....

 
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Posted by nsivaa at 10:59 PM 0 comments

Thursday, September 03, 2009

DG - Woman..

 
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Posted by nsivaa at 6:47 AM 0 comments

Friday, August 28, 2009

DG - Philosophical but True

 

1 . ATTITUDE IS WHAT  LIFE  IS  ALL  ABOUT.......
SOLDIER : SIR  WE   ARE SURROUNDED  FROM  ALL  SIDES  BY  ENEMIES ,  MAJOR : EXCELLENT !  WE CAN ATTACK IN ANY DIRECTION.
 
2. EVERY ONE  KNOWS  ABOUT  ALEXANDER  GRAHAM BELL  WHO  INVENTED THE TELEPHONE, BUT  HE  NEVER  MADE  A  CALL  TO  HIS  FAMILY.  BECAUSE, HIS WIFE  AND DAUGHTER  WERE  DEAF.  THAT'S  LIFE "  LIVE  FOR  OTHERS " .

3.  THE   WORST  IN  LIFE  IS  "ATTACHMENT " IT  HURTS  WHEN  YOU  LOSE  IT. THE   BEST  THING  IN  LIFE  IS " LONELINESS "  BECAUSE  IT  TEACHES  YOU EVERYTHING  AND,  WHEN  YOU  LOSE  IT,  YOU  GET EVERYTHING.

4.  LIFE  IS  NOT  ABOUT  THE  PEOPLE  WHO  ACT  TRUE TO  YOUR  FACE ........ IT'S  ABOUT  THE  PEOPLE  WHO  REMAIN  TRUE  BEHIND  YOUR  BACK .

5.  IF  AN  EGG  IS  BROKEN  BY  AN  OUTSIDE  FORCE........A  LIFE ENDS.  IF  AN  EGG  BREAKS  FROM  WITHIN.......LIFE  BEGINS. GREAT   THINGS  ALWAYS  BEGIN  FROM   WITHIN .

6.  IT'S  BETTER  TO  LOSE  YOUR  EGO  TO  THE  ONE  YOU   LOVE. THAN  TO  LOSE  THE   ONE  YOU  LOVE ....... BECAUSE  OF   EGO .

7.   A  RELATIONSHIP  DOESN'T  SHINE  BY  JUST  SHAKING  HANDS  AT  THE  BEST OF TIMES. BUT  IT  BLOSSOMS  BY  HOLDING  FIRMLY    IN  CRITICAL  SITUATIONS  .

8. HEATED GOLD BECOMES ORNAMENTS. BETTED  COPPER  BECOMES  WIRES. DEPLETED  STONE  BECOMES  STATUE. SO,  THE  MORE PAIN  YOU  GET  IN  YOUR  LIFE  THE   MORE  VALUABLE YOU BECOME.  
 
9.  WHEN  YOU  TRUST  SOMEONE  TRUST  HIM  COMPLETELY  WITHOUT  ANY  DOUBT..............  AT  THE  END  YOU  WOULD  GET  ONE  OF   THE  TWO :  EITHER  A  LESSON  FOR  YOUR  LIFE  OR  A   VERY  GOOD  PERSON .  
 

10. WHY  WE  HAVE  SO  MANY  TEMPLES   , IF  GOD  IS  EVERYWHERE ? A   WISE  MAN  SAID  : AIR   IS  EVERYWHERE , BUT   WE   STILL  NEED  A  FAN   TO  FEEL  IT .

 

 

     

 

 

Without GOD , our week would be:
Sinday, Mournday, Tearsday, Wasteday,
Thirstday, Fightday & Shatterday.  

Remember seven days WITHOUT GOD makes  
one WEAK!!  

 

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Posted by nsivaa at 10:29 PM 0 comments

Thursday, August 27, 2009

DG - FW: Stock Ideas: United Phosphorus (A global agrochemical play) [1 Attachment]

 
[Attachment(s) from RoHiT included below]

 

 

From: Sharekhan Fundamental Research [mailto:marketwatch@research.sharekhan.com]
Sent: 27 August 2009 15:31
To: Sharekhan Fundamental Research
Subject: Stock Ideas: United Phosphorus (A global agrochemical play)

 

 

Stock Ideas
[August 27, 2009] Please see the attachment for details

Sharekhan
www.sharekhan.com

Summary of Contents

STOCK IDEAS

United Phosphorus 
Cluster: Ugly Duckling
Recommendation: Buy
Price target: Rs225
Current market price: Rs163

A global agrochemical play

Key points

  • Wide product portfolio, diversified target markets: United Phosphorous Ltd (UPL)’s diversified product portfolio, strong distribution network and presence across geographies make it a good investment play in the agrochemical space. UPL derives its revenues from various geographies across the world, with India contributing around one-fifth of the revenues. Such well-diversified client markets act as a natural hedge for the company during times of slowdown or drought in any particular region. 
  • Huge opportunities for crop protection products: Globally, the agrochemical industry is divided into products protected by patents and generic products. With a significant number of agrochemicals going off patent in the next couple of years, opportunities for global generic players like UPL are likely to be immense. UPL has a strong pipeline of products in the generic crop protection space. Domestically too, in view of the increasing focus on improving productivity and the lower penetration of agrochemicals in the country, the demand for crop protection products is likely to remain buoyant going forward.
  • Margin expansion to boost earnings: UPL has achieved a stupendous 37% revenue growth (CAGR) over FY2005-09, though we expect its revenue growth to moderate in future (13% CAGR during FY2009-11E) due to lower average realisations globally. However, we expect the OPM to improve by 80 basis points on the back of a lower raw material cost and improved profitability of the recently acquired entity, Cerexagri. Moreover, UPL plans to take advantage of its low-cost base in India and shift home some of the global manufacturing processes from its high-cost manufacturing destinations like Australia and Argentina. As a result, the net profit is estimated to grow at a CAGR of 28% during FY2009-11.
  • Stock at discount to its average multiple: Despite its strong positioning in the crop protection market and the healthy growth in its earnings, UPL trades at a huge discount to its one-year forward average EV/EBITDA multiple of 9.4x, leaving scope for substantial upside. Moreover, we have not factored in any possible upside from its seed business that is currently margin dilutive but is expected to witness improvement in profitability. At the current market price of Rs163, the stock is discounting its FY2010E and FY2011E EPS at 10.7x and 8.8x respectively. We initiate coverage on UPL with a Buy recommendation. We arrive at a price target of Rs225 after valuing the company at 8.5x its FY2011E EV/EBITDA, which is at ~10% discount to its historical average.

Regards,
The Sharekhan Research Team

myaccount@sharekhan.com 

 

__._,_.___

Attachment(s) from RoHiT

1 of 1 File(s)

UPL-27-Aug-2009.pdf
Regards

BigGains !!
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Posted by nsivaa at 3:12 AM 0 comments

Monday, August 24, 2009

DG - Dow & Footsie Rally Lightens Mood

 

Dow & Footsie Rally Lightens Mood

Commodities

The CRB Commodities Index, shaken by the prospect of falling demand from China, is undergoing a secondary correction. Respect of the declining trendline would indicate a further down-swing, signaling weakness for resources stocks — confirmed if short-term support at 253 is broken. Breakout above the trendline, however, would suggest that the correction is over; short duration indicating a strong primary up-trend.

CRB Commodities Index

USA

Dow Jones Industrial Average

The Dow completed a bear trap after a marginal break through support (9200) reversed above resistance at 9400. Short duration of the correction indicates a strong up-trend. Expect a test of the upper trend channel, with a target of 10000*. Reversal below 9400 is unlikely, but would indicate a bullish broadening (or megaphone) wedge formation. The primary advance is confirmed by the S&P500 and Dow Transport Index.

Dow Jones Industrial Average

* Target calculation: 9000 + ( 9000 - 8000 ) = 10000

 




 

We are not to expect to be translated from despotism to liberty in a featherbed.

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Posted by nsivaa at 9:39 PM 1 comments

DG - The Most Humorous Answer Paper Ever!

 
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Posted by nsivaa at 2:28 AM 0 comments

DG - The Most Humorous Answer Paper Ever!

 
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