SumanSpeaks: The Information Super Highway

H S India Ltd (Hotel Silver Ltd): BSE Code-->532145: EPS--->Rs.2.79 P/E--->7.4 Market Cap-->Rs.21.6 Cr Face Value--->Rs.10 H S India Ltd will buy a New Hotel, the renovation work is expected to take 8 months to 9 months to be completed. . Talks are on the final stages to acquire substantial stakes in Ideal Hotels & Industries Ltd Located at Varanasi and Kesar Motels Pvt Ltd located at Ankteshwar. Earlier, the shareholders of the Company have authorised the Board of Directors to acquire substantial stake exceeding 51% in Ideal Hotels & Industries Ltd located at Varanasi for a consideration not exceeding Rs 35 Cr and Kesar Motels Pvt Ltd located at Ankleshwar for a consideration not exceeding Rs 15 Cr respectively. Also, the shareholders had given their consent to the Board to make preferential allotment of 50,00,000 warrants convertible into 50,00,000 equity shares of Rs 10/- to promoters and other than promoters group. Accordingly, Board has constituted Allot...

H S India Ltd:Buy at the CMP of Rs.21.3 for T-->Rs.50, in 6 to 8 months: [Updated at 7.13 p.m] The company owns a Hotel in the name of Lords Park Inn International near Hazira and hence has a good locational advantage. There are strong rumours that the company is in the process of buying a 4 star hotel and the due deligence for which has already started. The company has come up with wonderful results for the June, 2007 quarter. Hotel Information: The Lords Park Inn International is conveniently located 500 meters from the Railway Station, Bus Terminal and close to the main textile market and diamond centre. The property offers 102 guest rooms, suites, multi cuisine restaurant, conference facilities for up to 250 people, roof top party area for up to 300 people, business centre and swimming pool. The hotel carries on the mercantile and commercial traditions of Western India's famous port city of Surat. Ealier, the Shareholders of the Company in their meeting held on April 30, 200...

Pondy Oxides & Chemicals Limited: Pondy Oxides & Chemicals Limited is one of the India's leading metallic oxides and plastic additives producers. Incorporated in March 1995 as a Public limited company by dynamic Entrepreneurs with 30 years of experience. POCL has broad based operations, manufacturing of Zinc oxide, Lead sub Oxide, Litharge Red lead and solid and liquid stabilizers of PVC. The company has also promoted a subsidiary company by the name M/s BASCHEM PHARMA LIMITED at Maraimalai Nagar in Tamilnadu to manufacture liquid stabilizers Epoxy oil and paint driers, POCL's technology scenario is a rich blend of both self-developed and acquired knowhow. Keeping abreast of technological development thereby reaping the spin-off benefits of the blend with the ability to rapidly harness different technologies. The recent thrust areas have been cost effectiveness, optimization of raw materials, consumables, modernization of facilities conservation of energy and uncomprom...

Sika Interplants Systems Ltd: Buy Sika Interplants Systems Ltd(BSE Code-->532606) at Rs.65--Rs.66 range for a target of Rs.100 plus in the short term. For more details please visit: www.sikaglobal.net . The company has a good land bank story to boot. The volumes in the scrip is increasing everyday. Looks the scrip is all set to cross Rs.100 this time.The plus point is that it has very small equity. Also Gandhi Special Tubes Ltd is looking good for the short to medium term. Keep accumulating Kisan Mouldings Ltd in all declines. Refex Refrigerants Ltd is coming up with good results for the June, 2007 quarter.

Gandhi Special Tubes Ltd(BSE Code-->513108): GANDHI GROUP is manufacturing automibile components since over 3 decades. The products are marketed all over India and are also exported all over the world including Germany, UK, South East Asian countries etc. GANDHI SPECIAL TUBES LTD. have also subsequently started producing tubular components like condenser coils and wire on tube condensors at Halol plant mentioned above and have recently set up a unit at Pune to manufacture tubular components. M/S Gandhi Special Tubes Ltd. have also started manufacturing of Cold Formed Tube Nuts for Fuel Injection Tube Assemblies as well as Hydraulic Tube Assemblies. This is a pioneering effort in India as hitherto tube nuts were being manufactured by machining.The Clients of this company are who's who of the industry: Tata Engineering & Locomotive Co, Ltd., Tata Iron & Steel Co. Ltd., Ashok Leyland Ltd.,Maruti Udyog Ltd.,Mahindra & Mahindra Ltd., Bajaj Auto Ltd., Escorts group compani...

Sensex settles above 15,400: H B Portfolio Ltd, recommended at Rs.41 and Rs.37 crossed Rs.57 today: Kanishk Steel Ltd hits another buy freeze: Oscar Investments Ltd hits another Buyer Freeze: Ansal Buildwell Ltd rises by more than 5%: Pioneer Embroideries Ltd, which is now a Retail, Real Estate, and Textile play, rose today with good volume. The scrip was recommended second time at Rs.122: Noida Toll Bridge Ltd rose more than 9% yesterday(Freezed) with huge volume after I sent the following bytes to the Premuim(Paid)Group Members: "If one were to invest in a stock, then I would have advised him to only buy Noida Toll Bridge---this is like a fixed deposit: IFCI Ltd blasted off today to close above Rs.70, after I sent the following write-up to the Premium Group Members: "IFCI could be a dark horse as I had earlier in this column [Sunday Report to the Premium Members] ealier and asked all to accumulate in the range of Rs.57—Rs.60. Those of you who have done must be rejoicing. ...

India`s subprime market proves a prime opportunity Ranju Sarkar / Mumbai September 3, 2007 MNCs, local players rush to complement conventional banking. Like the US, India too has a subprime market and it is booming. The success of early entrants like Citi Financial and GE Money has encouraged several others to enter the consumer lending business, nearly half of which is a sub-prime market. These include players like HSBC (Pragati Finance), Stanchart (Prime Financial), Fullerton India, DBS Cholamandalam and Indiabulls. Many more are coming. Industry sources say Barclays, Deutsche Bank and AIG are eyeing the segment, which includes private lenders like ICICI Bank and HDFC Bank, which entered in 2004. What’s attracting them is an estimated $10-11 billion market for unsecured credit, which is growing at 25-30 per cent, according to Citi Financial Managing Director Sandeep Soni. The smaller players are growing at 50 per cent or more. ‘‘The non-banking finance companies or NBFCs are ...

Smart Scrips for smart Guys: Ansal Buildwell Ltd. (Code: 523007) (Rs.77.20), the flagship company of the high profile Ansal Group is well-known for developing shopping complex, malls, residential townships, row houses, skyscrapers, corporate offices etc. Currently, it has ongoing residential and commercial projects at Gurgaon and Amritsar. Notably, it has a good land bank in Amritsar, Jaipur, Panipat, Faridabad and Jhansi. Recently, it acquired around 35 acres of land at Kochi for development of plots, villas and town houses. In the near future, the company is planning to construct a multi-storeyed group housing society in Faridabad. Incidentally, it is also engaged in couple of hi-tech engineering projects. For the June’07 quarter its topline grew by 30% to Rs.28 cr. but its PAT shot up by 70% to Rs.1.80 cr. Accordingly, for the full year FY08, it is expected to clock a turnover of Rs.150 cr. with profit of Rs.10 cr. This translates into an EPS of Rs.14 on its current equity of Rs....

Today's Call: Buy Kisan Mouldings Ltd(BSE Code-->530145). The Company's principal activity is to manufacture PVC pipes and plastic moulded furniture and fittings. The product includes all kinds of firings of PVC resin, flush tank, PVC pipes and hope pipes and plastic furniture. The company operates in two segments, namely, PVC pipes and fittings and Moulded furniture. In the year 2005, following the amalgamation of Gaurav Agro Plast Limited (GAPL) in terms of the Scheme of Amalgamation, Kisan Moulding has advantageous to avail the benefits from the combined activities and operations of two Companies into a single Company for synergistic linkages besides the benefit of financial resources and managerial expertise of each other which is reflected in the profitability of the amalgamated company. The Amalgamation besides offering other benefits has also result in cost saving, pooling of resources, larger net worth base, wider dealer network. Kisan Moulding ltd has excellent ...

Sensex regains 15,000: Karuturi Networks Ltd mentioned(along with a brief report) in the last Sunday Report to Premium Group Members of SumanSpeaksPremium, hit the buyer freeze yesterday, after it became the worlds largest supplier of Roses. Now keep watch on Pochiraju Industries Ltd which is also in the same fields, having much better fundamentals than the former : Kanishk Steel Industries Ltd recommended at Rs.43 and Rs.44, hit the buyer freeze: Oscar Investments Ltd recommended at Rs.198, a Ranbaxy Group company hit third consecutive buyer freeze: One can try Refex Refrigerants Ltd today at Rs.64--Rs.65 range for some decent appreciation in 8-12 months time frame. The company is into making of eco-friendly refrigerants(HFCs) gases for refrigerator and air-conditioners. The company's order book is bursting at the seams, a case akin to AIA Engineering Ltd when it was at Rs.450. Its peer group companies are Navin Fluro and Gujarat Flurochemicals Ltd, which are trading at rich va...

Power and Embedded Power Compaines to benefit: Sensex recovers from early low ; above 14 ,800: There are indications from the sources, that Power Companies may get tax holiday’s, custom duty waiver for over 25 MW projects. If this is to happen it’s a big positive for the power sector and companies and embedded power plays, like Reliance Energy, NTPC , Kanishk Steel Industries Ltd(it's 70 Mw power project is expected to be complete by June, 2008. It already have good power production capacity for commercial and for domestic purpose), Monnet Ispat(it already has 60 Mw of power capacity and planning some more), Tata Power etc. which are already in a expansion mode may be benefited hugely from this move. I have been the Premium Group members that there are some accumulations going on in Kanishk Steel Industries Ltd for some time. Yesterday Kanishk Steel hit the buyer freeze. Keep holding the scrip for some wonderful gains in future. My Monday's recommended scrip Oscar Investments...

Kolkata Digest: Bengal transport minister Subhas Chakraborty said it long before others moved in: talk of withdrawing support to the UPA government at the centre, he said, was "idiotic" and nothing but a fatuous pronouncement by "so-called Left leaders who don't have to bear the consequences of their actions": Jaideep Mazumdar Towards Rejuvenation? Bengal is on a roll. That the Japanese Prime Minister chose Kolkata as his only stop in India after New Delhi attests to this. And Shinzo Abe didn't touch down just to visit Netaji Subhas Bose's residence-turned-museum or Tagore's home. He discussed business, promised investments and aid and expressed faith in Bengal's potential. Japan is already helping Bengal in a big way in developing infrastructure and in its chemical sector and more investments in these and other sectors will, no doubt, herald renewed attention on Bengal from global investors. Bengal is poised to take a great leap forward by...

If the deal survives, it will be a defeat for the Left. If the deal collapses, the BJP will extract full advantage from that: Rajinder Puri : At the moment of writing one cannot say if the Indo-US nuclear deal will survive. If the deal survives, it will be a defeat for the Left. If the deal collapses, the BJP will extract full advantage from that. Either way the Left is a loser. The Left used gestures instead of actions. It adopted postures instead of policies. Thereby it lost both its faces. Smart managers use the carrot-and-stick policy. The Left uses the Karat-and-stick policy. This policy recognises no reward. It only gives punishment. Each time the government acted, Karat angrily waved his stick in the air. Karat took care the stick never hurt the government. It was meant only to impress Left supporters. Karat thought they would believe he was a tough guy keeping filthy pro-US ministers in line. When the Indo-US nuclear deal first came up, Karat waved his stick and said: "...

Assam youth held in connection with Hyd blasts: Hyderabad police on Tuesday arrested a man suspected to be involved in the twin terror bombings, even as the death toll in the deadly attacks mounted to 43. Mohammed Abdullah, a native of Assam, was taken into custody after residents of Bowenpalli neighbourhood of Secunderabad caught him under suspicious circumstances. The youth also had injuries on his head and hands. report continued below Police are questioning him to ascertain whether he has any links with the worst-ever terror attacks in the history of Andhra Pradesh that took place on Saturday evening. Preliminary investigations indicated that the bombs were planted minutes before they exploded and police have not ruled out the possibility of the bomb planters receiving injuries. Meanwhile, the death toll in the blasts mounted to 43 with one of the injured succumbing to his wounds at a private hospital. Srinivas Rao, a native of Visakhapatnam, was standing near Gokul Chat when the ...

Kanishk Steel Industries Ltd recommended some days back, hits the buyer freeze...But why? Ask the Premium Group Members : Southern Online Bio Tech hit another freeze....Now what to do? What to do with FCS Software Ltd at this price? Ask Premium Group members : Monday's recommended scrip to the Premium Group members hit second freeze yesterday: Yesterday I recommended another newly BSE listed scrip to the Premium Group members, which is expected to do well in the days to come, due to summer season. Today it rose to Rs.69, before cooling down a bit: What to do with Metalman Industries Ltd now? Ask the Premium Group members: Pochiraju Industries Ltd has started production of Bulk Drugs in Beachuapally, Hyderabad. Keep buying the scrip as it is highly undervalued as compared to its peer, Karuturi Networks Ltd. The scrip once it closes above Rs.26, with good volumes, will shoot. The Bollinger Band Patterns, have already started to give some buy signals, though not completely. I have so...