WINNING STROKES: THINK DIFFERENT
Northgate Technologies Ltd hit the 20% buyer freeze today in the mid afternoon trade. The scrip was constantly recommended in this blog, in the advent of the Facebook IPO. I have mentioned many times here, that the social networking sites could be re-rated, due to the Facebook IPO. Now those who have averaged the scrip should be feeling happy.
Allied Digital Services Ltd will come up with results on 10th of this month and after that the company would slowly unfurl its business details. The results according to my close sources could be slight better speaking sequentially. However, most of them are of the view, that Q3FY12, could be the last quarter of pain, after which the company is expected to do well in its field. The company is expected to make big in the cloud computing services. I am expecting some research reports from brokerage houses, to flow in shortly, especially those who are tracking the scrip closely.
My Recommended D B Realty Ltd today almost hit the buyer freeze as the scrip, touched Rs.74.70. I am expecting the scrip to cross Rs.100, within the next couple of months time frame. Those who are holding should accumulate the scrip on all declines.
Today, my recommended IFCI Ltd touched Rs.32.25, before closing a tad below. Since the market is moving up, the value of its holdings in other companies are also moving up.
For example IFCI Ltd is holding 1.11% of shares or 376,472 shares of Bartronics Ltd. Now since Bartronics Ltd is moving up and hence, the holding value of IFCI Ltd is also rising.
Moreover, the macroeconomic conditions, after contraction in 2009 on a heterogeneous scale, witnessed improvement all over the world in FY 2010-11. IMF, in their ''Global Financial Stability Report'' published last year observed that improvements in macroeconomic performance in advanced economies and strong prospects for emerging markets are supporting overall financial stability and that risks to global financial stability have declined. However, structural weakness and vulnerabilities in euro area pose significant risks to bank balance sheets, which have thin capital buffers apart from uncertain assets quality and sovereigns facing debt sustainability challenges. Now the growth would be positively affected in the days to come on account of slow loosening of monetary conditions and improved investor sentiments. IFCI has been guided by maximization of return on investment, while maintaining emphasis on due diligence, as well as appropriate risk mitigants. High yielding short term lending, backed by strong and easily enforceable security of highly rated companies, formed the key strengths helping the Company to expand its asset base with minimum Non Performing Assets (NPAs). The company will continue to explore possibilities for new business in the short and medium term with the aim of establishing a niche market for itself in financial products like loans against liquid securities, working capital gap, pre-operative expenses, acquisition, financing and participation in QIPs and IPOs. The Government of India has developed an ambitious plan for infrastructure investment, involving both public and private sector. Developing roads, ports, power generation and transmission infrastructure forms an integral part of the plan. Furthermore, there is an increased focus on evaluating new sectors in Indian infrastructure and developing an infrastructure advisory division for providing holistic solutions to existing and potential clients. In keeping with the dynamics of the sector, the Company's Project Development Group (PDG) is scouting for the best investment opportunities in the Indian infrastructure space. The group proposes to make further investments in infrastructure while nurturing projects in its portfolio. While adding to its existing portfolio of investments in roads, thermal power and hydro power generation, the group has forayed into power transmission, solar power generation and wind energy generation through its investments during FY 2010-11 it is now looking forward to investing in the logistic sector. The company has strengthened the Treasury team by creating a dedicated Research Desk for making better and more informed investment decisions with the aim of maximizing profits in all treasury operations. The Treasury Department has been equipped with necessary tools and technology to meet the challenges in the rapidly changing environment. The Company has also initiated operations in new segments viz. Collateralized Borrowing & Lending Obligation (CBLO) and Overnight Interest Swaps (OIS) to manage liquidity risk. The Your Company, after strengthening the activities of its Corporate Advisory Group, has diversified in areas of high value segments of financial consultancy. As a result, currently, IFCI provides the entire gamut of financial advisory services to clients across different sectors of the economy. IFCI has been able to create a space for itself in the niche bid advisory segment, where only a handful of global consultants have the expertise to provide consultancy services for competitive tariff based power projects, Ultra Mega Power Projects (UMPP), City Gas Distribution (CGD), Gas Pipeline Projects etc. During the current FY 2011-12, the thrust would be to get more Transaction Advisory assignments in the infrastructure sector, which will provide the impetus to further expand the footprints of IFCI in advisory business. IFCI is the nodal agency for channelizing the Sugar Development Fund (SDF) Loans of the Government of India. Now with the outlook for the sugar sector improving, the company hopes to cash in on that. The Company, besides financial appraisal for SDF loans, disinvestment and monitoring, is exploring new avenues to increase fee based income by providing consultancy to sugar industry in almost every area, which includes restructuring, syndication and getting technical and financial partners; both to private and co-operative sector and preparing schemes for sugar factories to avail assistance from SDF for cane development activities. During the year 2010-11, fee based income from financial appraisals for SDF assistance, was higher by about 49% vis-a-vis previous year, as a result of continued efforts made in this direction. I am soon expecting it to cross Rs.39-40.
For example IFCI Ltd is holding 1.11% of shares or 376,472 shares of Bartronics Ltd. Now since Bartronics Ltd is moving up and hence, the holding value of IFCI Ltd is also rising.
Moreover, the macroeconomic conditions, after contraction in 2009 on a heterogeneous scale, witnessed improvement all over the world in FY 2010-11. IMF, in their ''Global Financial Stability Report'' published last year observed that improvements in macroeconomic performance in advanced economies and strong prospects for emerging markets are supporting overall financial stability and that risks to global financial stability have declined. However, structural weakness and vulnerabilities in euro area pose significant risks to bank balance sheets, which have thin capital buffers apart from uncertain assets quality and sovereigns facing debt sustainability challenges. Now the growth would be positively affected in the days to come on account of slow loosening of monetary conditions and improved investor sentiments. IFCI has been guided by maximization of return on investment, while maintaining emphasis on due diligence, as well as appropriate risk mitigants. High yielding short term lending, backed by strong and easily enforceable security of highly rated companies, formed the key strengths helping the Company to expand its asset base with minimum Non Performing Assets (NPAs). The company will continue to explore possibilities for new business in the short and medium term with the aim of establishing a niche market for itself in financial products like loans against liquid securities, working capital gap, pre-operative expenses, acquisition, financing and participation in QIPs and IPOs. The Government of India has developed an ambitious plan for infrastructure investment, involving both public and private sector. Developing roads, ports, power generation and transmission infrastructure forms an integral part of the plan. Furthermore, there is an increased focus on evaluating new sectors in Indian infrastructure and developing an infrastructure advisory division for providing holistic solutions to existing and potential clients. In keeping with the dynamics of the sector, the Company's Project Development Group (PDG) is scouting for the best investment opportunities in the Indian infrastructure space. The group proposes to make further investments in infrastructure while nurturing projects in its portfolio. While adding to its existing portfolio of investments in roads, thermal power and hydro power generation, the group has forayed into power transmission, solar power generation and wind energy generation through its investments during FY 2010-11 it is now looking forward to investing in the logistic sector. The company has strengthened the Treasury team by creating a dedicated Research Desk for making better and more informed investment decisions with the aim of maximizing profits in all treasury operations. The Treasury Department has been equipped with necessary tools and technology to meet the challenges in the rapidly changing environment. The Company has also initiated operations in new segments viz. Collateralized Borrowing & Lending Obligation (CBLO) and Overnight Interest Swaps (OIS) to manage liquidity risk. The Your Company, after strengthening the activities of its Corporate Advisory Group, has diversified in areas of high value segments of financial consultancy. As a result, currently, IFCI provides the entire gamut of financial advisory services to clients across different sectors of the economy. IFCI has been able to create a space for itself in the niche bid advisory segment, where only a handful of global consultants have the expertise to provide consultancy services for competitive tariff based power projects, Ultra Mega Power Projects (UMPP), City Gas Distribution (CGD), Gas Pipeline Projects etc. During the current FY 2011-12, the thrust would be to get more Transaction Advisory assignments in the infrastructure sector, which will provide the impetus to further expand the footprints of IFCI in advisory business. IFCI is the nodal agency for channelizing the Sugar Development Fund (SDF) Loans of the Government of India. Now with the outlook for the sugar sector improving, the company hopes to cash in on that. The Company, besides financial appraisal for SDF loans, disinvestment and monitoring, is exploring new avenues to increase fee based income by providing consultancy to sugar industry in almost every area, which includes restructuring, syndication and getting technical and financial partners; both to private and co-operative sector and preparing schemes for sugar factories to avail assistance from SDF for cane development activities. During the year 2010-11, fee based income from financial appraisals for SDF assistance, was higher by about 49% vis-a-vis previous year, as a result of continued efforts made in this direction. I am soon expecting it to cross Rs.39-40.
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