Winning Strokes: Think different:

KEC International Ltd reached Rs.448 before cooling down. The stock was recommended yesterday to the Paid Groups at Rs.398-Rs.400 range. The stock which was at Rs.20, in 2003--04 gave mind boggling returns in the next 4 years. This counter is from the famous Goenka family of Kolkata, who owns companies like Zensar Technologies Ltd, Saregama India Ltd, Harrisons Malayalam, Ceat Ltd, Spencer & Company Ltd, CESC Ltd, RPG Transmission (Now merged into it), etc. The stock is still available at an unbelievable price of around Rs.402, with Q1FY09 revenues crossing Rs.600 Cr:

Ennore Coke Ltd rose to near Rs.52 before cooling down a bit. The stock clocked good volumes even today when the markets tanked by nearly 400 points. What is cooking in the counter???!!!

Moser Baer Ltd recommended at Rs.93 and Rs.104 retreated after profit booking was advised in the counter: U B Engineering Ltd (the Vijay Malllya Group Company) and Ram Informatics Ltd (Kajol Devgan Holding shares of the company) closed almost flat, indicating their intrinsic strengths:

W S Industries Ltd performed well today inspite of the fall in the markets:

Bajaj Electrical Ltd recommended a couple of week's back also closed flat today:

I have recommended a stock in the Energy Space, to the Paid Members. The said company has a whooping order book of more than Rs.11, 000 Cr (eleven thousand crore---can u believe) but it is trading at dismal price of only Rs.322. What is the name of the scrip?

The Crude Oil has retreated further to around $106.5 per barrel and hence we could further see, a fall in the inflation figures, in the days to come. What to do at this time of the markets--when the inflation is falling but the markets are surprisingly tanking???

KEC International Ltd:

KEC International Ltd is an RPG Group company, is one of WORLD'S LARGEST POWER TRANSMISSION, ENGINEERING, PROCUREMENT AND CONSTRUCTION (EPC) COMPANIES. It has established a great deal of reputation in over 40 countries and is currently operating in 16 countries, across South Asia and Central Asia, the Middle East, Africa and North America. RPG Enterprise of Goenkas of Kolkata, is one of the largest business house, with a turnover of Rs.13, 500 Cr. RPG Enterprise has major presence in in core sectors like Power, Tyres, Retail, Technology and Entertainment.

The following points are important:

1. KEC International Ltd gave mind boggling return from 2003 (when it was only Rs.20) to 2008. The scrip is from the Reputed Goenka family of Kolkata, who are ace businessmen.

2. The first quarter revenues of KEC International Ltd crossed Rs.600 Cr which is mind boggling by any standards. I remember the same thing happening in 2004 when the Real Estate stocks were starting to give good returns but were ignored by the markets. Suddenly they started to rise up giving all of us mind boggling returns for the next 3 years. 3. The company according to a highly placed source now has an order book of more than Rs.5000 Cr. There are some more pending orders in hand which could take the order book to more than Rs.7000 Cr by, December, 2008.

4. Moreover it has now merged NITEL and RPGT (RPG Transmission) into itself, which is unique and prudent. This is expected to double the current year's revenues considering Y-o-Y figures. With the world-wide increase in the allocation towards the power sector, this company is expected to perform excellently in the days to come.

5.With such high order book position it is not possible for a stock to remain at this price of around Rs.400 for so long. The price discovery has started as the stock has given a break out. The next target seems to be Rs.510, after which it is expected to move up vertically. The company has strong fundamentals and merger of RPG Transmission into itself will more feathers in its cap.

6. The merger of National Information Technologies Ltd (NITEL) and RPG Transmission into KEC, will create history going forward. The benefits of the said merger will be felt from the second half of FY09. The current revenue figures of June, 2008 include the post merger KEC International.

7. The company is into making of Transmission Line Towers/Equipments and allied businesses whose demand will only increase in the days to come.

8. The company gets substantial revenues from the overseas, which is going to improve due to the appreciation of the Rupee against the dollar.