Annual result Update Latest : Q4

PSUBank : public Sector Banks (PSBs) are banks where a majority stake (i.e. more than 50%) is held by a government.
SBIN : cmp: 250 : We have already talked last quarter that : After getting merged Sbin will be having 24000+ branches managed by 2.8 Lakh employees & 4.2 crore client base which is approximate population of Canada. Market share in India is 23%. Npa will be increased from 9% to 10% after Merger & NIM will be decreased. Merger will be done till sept end 2018. 1160 crore/annum will be saved due to merger. Around 10,000 employees will be redeployed to sales to increase business due to merger and net rs. 400 crore/annum will be saved due to VRS 3600 employees. Current year results are as expected as profits has been affected due to high NPA increment from 3.7% last year to 5.73% this year.  Revenue was flat (1% higher)  and Net Profit has decreased by -972% as bank has booked loss of 4200cr which was higher than loss of 390 cr previous year. As high provisions has done last year. Highest number of Npa has been seen in Midsize corporate 26%, largest corporate 13% and SME with 12%. Agri Npa are lowest comparing to corporates and best are Retail loans with just 1.6% Npa. India moving from cash to digital as 80% of the Total transactions done in Sbi during last year were out of the Branch transactions. Sbi with highest number of followers across all banks in world in facebook. As we have already said during last year that This year may be the starting point of the new era for Sbin. As many of you are already holding this bank since 145 last year when news were not good. Our expected target was 350 and sbi has just hit 350. Profit could be booked around 15% and remaining 85% can hold for further wealth creation was recommended. New Buying again can be done near 183 and can hold it for long term wealth creation.


MOtilalofs : Cmp: 955 : A very good company among Stock broking business. Current year Revenue has grown by 59% and Net Profit has grown by 49% as expected and in stream since last year. Price has already rallied  as many of you have bought last year near 450. At cmp it is trading expensive, so new buying can again done near 800 with the next 4-5 years target of 2944. Good company for long term investment. Motilal is able to increase its Profit of 20 cr since 2008 to today 540 cr annually. Definitely a wealth creator stock. We are already +ve on this whole industry.

Other Financial Services : With growth of about 20% CAGR in this industry.
CARE : Cmp: 1305: CARE is a very good company for long term wealth creation. A growing Debt free, High R-O-E and with Good margins. Recent growth is muted as current year revenue has grown by 12% and net Profit by 3%. Considering a long term buy we can buy this company in the whole range of 1103 to 937 and target for next 2 years should be 1692. Should be in the list of wealth creator stocks.

Pharma: 
Bliss Gvs : cmp 180 : Many people in this group hold this wonderful pharma company since last 3 years bought at 60. Some again bought at 88 and are still holding. Overall Pharma is not in growth since last 3 years. Bliss was making revenue and profit of 3Cr and 33 Lakh during 2001 and today able to generate revenue and profit of around 300 cr and 90 cr respectively. Have good margin and high R-O-E. Current year growth is muted as revenue and profit are +3% and -18% respectively. New buying again can be done in the range of 140 to 115 and target for next 3 years should be 310. FII named Fidility just bought in feb 4 Lakhs shares at 200.

Disclosure  do Not buy or sell before consulting your advisor as writer may have position in above given stocks.

Annual result Update Latest : Q4 ~ 24.05.2018

Other Elect. Equip. Products : 
Universal Cables : cmp 155 : Since last 12 years this whole sector was in underperformance. But since previous quarter major improvement has been seen. This company's Yearly  results are good. Revenue has grown by 34% & Net Profit has also grown by 25% both as expected. Effect in eps has not seen due to previous adjustments. We may see improvement in Net profit from next quarter. As many people have already bought near 150 Considering good results we can again buy this company near 150 with the short term yearly target of 280 and we can hold it for next 5-10 years to see multi year rally. A company from Birla Group.

Broadcasting & Cable Tv : The Indian broadcasting and content distribution sector is among the fastest growing in the country. Backed by advertising and subscription revenue growth, the television industry grew by about 15% in 2015. ... Globally, the broadcasting and distribution sector is moving from analogue to digital.
Suntv : cmp: 932 : A wealth creator company from media. Debt free , high growth , good net margin and every quality that a wealth creator should have. Annual announced Results are as per expected. Revenue growth is 12% and Net Profit is 12%. Many people from are already holding this stock since last 2 years bought around 550. Still nothing to worry as our target is 1701 as per 310% pot sheet and should expect multi year rally.  New buying can again done near 700 & with short term target of 1064.

RadioCity : cmp: 392 : “Rag Rag main Dode City” A famous radio channel from Jagran Prakshan Group. Around 21% market share belong to this channel. Can consider as a good buying for long term, just listed last year.  Current year  Revenue has grown by 15% & Net Profit has grown by 41% which can be said a good performance. So can accumulate during the fall  for long term wealth creation. Buying can be done during the fall near 307 and can hold for next 5-10 years. Hdfc stand life has just bought 63000 shares in the month of April at 360 and Fii Franklin Temp bought around 1.5 Lakh shares at 340.

Telecom Cables : 
Vindhyatel: Cmp 1125 : A company which has grown its revenue by 3 times during last 5 years and Net profit by 5 times with good R-O-E. Wealth is there where there is growth. Even current Yearly results are good as  revenue is growing by 36% and net Profit attractively by 127% as expected. Many of you have already bought it near 480 few years back and still this stock can be bought at 870 during any fall with the short term target of 1505 and we can even hold it for next 5-10 years as a wealth creator.  Reliance cap mf bought 5 lakh shares during 2015 at 556. So we are sailing along with reliance mf - both with long term perspectives.

Airlines: The civil aviation industry in India has emerged as one of the fastest growing industries in the country during the last three years. India is currently considered the third largest domestic civil aviation market in the world. Major cost of around 30% is of Fuel.
JetAirways: cmp: 421 : Jet Airways is the company with  Highest revenue in Airlines among listed companies, but not Profit making. No +ve cash flow since last 2 decades. A turn around in airlines industry has been seen and Cashflow of Spice jet and Indigo has increased still Jet not on +ve note. We may see the fall continue towards 220. Avoid this company and can focus on either spice or Indigo for long term.

Sugar : Raw mateiral (Hyke in Sugarcane)  price rise will make Comapanies loss this year.
Mawanasugar : cmp; 38 : Mawana sug along with many sugar companies came in profit after long loss making history. Still hyke in Rawmaterial price will make sugar companies loss this year. We may see this company close above 37 so should book loss 50% share near 51 and 50% Near 101. Should sell it dip by dip during every rally. Cy Year revenue is grown by 6% & Profit is decreased by 97%. Eps showns +ve 2.5 but it is due to sell of assets. Actual they did loss this year. Cut loss making companies and accumulate profit making companies.

Disclosure  do Not buy or sell before consulting your advisor as writer may have position in above given stocks. 

Latest Result update: Q4

BPO/Kpo : In India, Business Process Outsourcing (BPO) is the fastest growing segment of the ITES (Information Technology Enabled Services) industry. The National Association of Software and Service Companies (NASSCOM) has predicted that India will acquire a 70% share in the growing KPO Industry. According to ASSOCHAM, Indian KPO market has been growing at a compounded annual growth rate of approximately 30% and is expected to touch $30 billion by 2015.

E-Clerx : Cmp: 1290: Wonderful company from this segment. High growth, High , Margin and High R-O-E are best things of this company. Able to grow from 100 cr Revenue to 1000 cr during last 10 years. So should be in the list of wealth creators. Current growth is muted as revenue and Profit are down by 2% & 16% respectively. Many people in this group are holding this company since last 3 years at 600. Still no need to worry and should take benefit of current downfall. Buying need to be done near 900 and can hold for long term wealth. Fii-Fidelity added 50000 shares in Jan at 1400.

⅔ Wheelers : 
Atul Auto : Cmp: 422 : A very good company from 3 wheeler auto segment. A debt free company with high growth and high r-o-e. Current Year revenue growth is 20% & Net Profit Growth is 24%. Many people in this group are already holding this wealth creator stock since 65 and many are accumulating it since last 2 years near 400. So do SIP and accumulation can be done in the whole range of  427 to 324 with 2-3 years target of 754 and yes we may see multi year rally in this stock. Hdfc Mutual fund just added again 4.5 lakh shares last month at 450. We are even buying at lower price then them.

IT consulting & Software companies:
LTI : cmp : 1684  : A company which could out -perform the whole sector. Current growth this year of It Consulting companies is Good. Current Year results of LTI were good comparatively. Revenues are growing by 12% and Net Profit are growing by 15% as expected. Almost debt free. Buying have been done by many people near 720 and can be kept for next 10 years to create wealth. Our this year target was 1742 and it rallied exactly till 1750. 10% profit should be booked here and remaining can hold for long term wealth. New buying again can be done near 1300.

Disclosure : Do Not buy or sell before consulting your advisory as writer may have position in above stocks.