MARKET CONDITION March 2018

LML Buddy - A Winner??

Hello Investors,

As many of my followers know, in the past, I recommended TVS Motors when it was at Rs 40.00. What was the reason when most analysts were pointing TVS as junk, Shah Stocks saw a ray of hope in TVS Motors? 

Shah Stocks saw a company making a comeback with lots of things changing in the company. The technicals as well, were very much favorable. To tell the trurth, at that time even I wasn't expecting such huge returns. Rs 530 now, a true multibagger in real sense. I felt, it would be good even if the company reached level of Rs 150.00, but rest is the history.

Coming to the main point, Shah Stocks is amongst the first few who gave investment idea in LML, when it was at Rs 7.00. So why I am betting on LML, are there any chances of revival of the one time great LML, which used to compete the legendary BAJAJ. 

LML in last few years have tried a lot many things, but it hasnt been able to make a comeback till now. Sole reason I feel, LML had a habit of Tie-up and it was successful only when Piaggio was attached to it. It tried its luck in 2 wheeler bikes with SHAHRUKH KHAN as an brand ambassador. Though everything was a foul play. They couldn't penetrate the market. Service was not that pleasing either. As a matter of fact, the company didnt changed its ideologies with changing time and it wasnt able to know what a customer requires.

Now, LML is again trying a comeback, with a product called BUDDY which is surely unique and according to me, there is no other product in this segment, meaning there can be a whole new market that LML can cover. Just like few years back, a segment of LUV came in Car industry.

No other auto company has found a huge gap between 3 wheelers. (Famous as CHHOTA HAATHI mini truck and manual 3 wheeler cycle) BUDDY is a product which will bridge this gap.
You can check the section of LML Buddy here for more details. 

http://lml3wheelers.com/

Again, the technicals of LML are in great support of the upmove that we saw. Consolidation phase is going on and we can expect a great great upmove from here on. All they have to do is market the product properly. All the other things have already been in support. 
I became more sure when one of my close friend visited Ahmedabad for an Auto Expo and he himself saw the preparation of LML in coming months. Keep the Fingers crossed. There is a huge probability of LML turning into a MULTIBAGGER. SHAH STOCKS wishes LML all the best for the upcoming products and hoping to see those golden days back for the company.

NOTE: Shah Stocks has done its research before posting any recommendation,  but its always advisable for any individual to research or consult its investment advisor and then invest in any stock. Shah Stocks is not responsible for any loss, if incurred by the investor.

Shah Stocks Previous Recommendations - II

Hello all,

The series of recommendations continued and the stocks kept surging helping Investors to grow their wealth and create a good portfolio. This is the way Shah Stocks grew and it got so many Followers.
Its all due to Hard work, Patience, Helping, Sharing and Selfless nature of Shah Stocks it has reached this level.

Shah Stocks has always been on the toe whenever any Follower needed suggestion or help.
Shah Stocks always tried to share research whenever it got time and whenever it thought its necessary.

Even when it got news, it shared so that every Investor is kept updated.
 

Some credit obviously has to be taken for the stocks that has been recommended and which has flourished extremely well ;)
 

Shah Stocks always try to time the market so that investors doesn't loose money. If market is in negative sentiment,I would not provide any recommendations to BUY or will tell to wait. 

 

 

Shah Stocks always try to intimate its followers as soon as possible so that they can take as much benefit as I took from market.
 

And the JOURNEY NEVER ENDS. 

There is a HUGE List of Shah Stocks recommendations and its performance, which doesnt need to be disclosed to any new Follower. They can get all the information from the source given below:

FaceBook Page: https://www.facebook.com/ShahStocks/

Shah Stocks Past Recommendations - I

Dear Followers,

You can find that I regularly my regular recommendations over Facebook and MMB. My earliest recommendations were from MoneyControl Board which I guess is not possible to show here. This stock is for new followers who doesn't know how Shah Stocks has grown and why is it so genuine.

Best recommendations till date are as follows:
1. Asian Granito at Rs 30.00. Its at Rs 275 now.
2. Kiri Industries at Rs 7.00, which is at Rs 320 now.
3. NBCC at Rs 170.00 before Split. At Rs (280.00x5) now i.e. Rs 1400 now. 
4. Force Motors at Rs 400.00 and rest is History now. at Rs 4300 now 
5. Allsec Technologies at Rs 30.00. Above Rs 400 now and many many more.

This were recommendations which were some years ago.

Recently I have disclosed many such similar stocks. 
1. Ram Ratna Wires.
2. LML.
3. aurionPro Solutions.
4. Genesys International.
5. JK Paper.
6. DCM.
7. Pricol

Following are the list of examples which you can check how Shah Stocks have provided great calls in the past. Recommended Nucleus at Rs 180.00

 

Similar way DhanTeras pick was RamRatna Wires which is at Rs 98.00 now.

So, for all those who are new to Shah Stocks, this is what Shah Stocks has provided earlier. 

It has a great track record of Finding Gems and MULTIBAGGERS. 

And it is due to every Followers Support and Love that I have reached this level that I have shared my knowledge to this extent.

I have got many suggestions from my followers to grow myself which is inturn beneficial to other investors too. 

Last but not the least, the reviews on Facebook Page or anywhere are absolutely real and none of them comprises of a friends review. Its pure genuine.

DISCLOSURE: The BEST thing about Shah Stocks is that it will recommend only those shares in which it has personal interest. i.e. in which Shah Stocks itself has invested. That will give every follower a great comfort to BUY.

Thanking all for their suggestions and their support.

Other past Recommendations: http://shahstocks.blogspot.com/2017/02/shah-stocks-previous-recommendations-ii.html

RESULT Analysis

JBF Industries
Recommended at Rs 70.0 levels #VALUE_PICK #MULTIBAGGER
 
March 2015 vs March 2014
 
Consolidated Numbers:
 
Sales : 8879 Crores vs 8567 Crores (UP 5%)
Net Profit : 31.09 crores vs 5.71 crores (UP 600%)
EPS at Rs 4.23 vs Rs 0.35

StandAlone Numbers:
 
Sales : 4539 crores vs 5264 crores ()
Net Profit : 139 crs vs 16 crs
EPS : Rs 20.78 vs Rs 1.70

Great topline improvement. I see similar performance in coming years. Setting up new plants have made them cost a lil high, and so expenses were more. Otherwise results are inline and expecting a great future in coming 5 years. The production from the Mangalore plant will start from December, making that plant one of the biggest Yarn in the world. Any DIP, should be an opportunity to BUY. Look for levels of Rs 200.00-210.00

Investment Idea: EON ELECTRIC Ltd

Hello Investors,

The company which I am gonna refer today is Eon Electric Ltd. It has a strong strong background and it has always been the frontrunner in Indian Electric Industry. The company was formerly named as Indo-Asian Fusegears. The company was a collective business of family with a brand name and it has had an amazing decades of business. The business finally got divided for diversification and gave birth to 2 new companies ,

1. Eon Electric Ltd. : First company to open a plant of LED lighting in India.
2. AMTL: Advanced Metering Tech Ltd.

Key points to consider in Eon Electric Ltd. :

1. The company has got amazing investments done in Mutual Funds which is approximately that of the company's market cap.

2. Company has promised a High revenue target but what I have witnessed is that the management was too optimistic and failed to deliver as promised. This has made me suspicious and cautious regarding this.

3. Company has always reached a milestone of opening a first plant of any new technology available in electric industry. e.g. CFL, LED, etc.

4. Diversification of Business: 

• Batteries/Chargers, 
• LED Lightings, 
• Wires and Cables, 
• Fans, 
• Geysers. 

5. Joint Ventures with many Lighting companies.

This post is to show how much undervalued this companies are. This quarter, ATML posted results, nice jump in standalone numbers. Double the csales and the standalone numbers showed EPS of Rs 1.4 vs Loss of Rs 3.41 last year, same quarter. Other Income of the company is around Rs 6.5 crores. Company has market cap of just Rs 66.00 crores and its Investment is rs 96 crores.

Now, people might not have heard the name of AMTL but Eon Electric is the company which has tried to expand foots across whole India.

My First Encounter: I came across it first when I bought a battery for my Samsung mobile. The shop owner showed 2 companies, One was but obvious ERD and other was EON. I chose Eon as it was cheaper and warranty period for both the batteries were same and I was going to sell that phone anyway. After I reached home, I searched over the internet to see how the company is and the review of the EON battery products. This is how I found this share. 

Marketing: The company even advertised in Cricket matches one of them is India Srilanka 2012 Series. Marketing at such huge levels definitely shows the company's seriousness towards the growth. Company has amazing potential and it really needs much better valuations.

Details: 
Eon Electric's Market Cap: Rs 67 crores.
Its investment valued presently: Rs 97 crores. 

As per Vaniya Budhdhi, if I invest here, I am getting a company's share totally free + 30% increment in my money invested just by considering its investments. If the company sells its investment in Mutual Fund, my money will be recovered. 

Also, the company has tied up with big real estate players like Anjara and I appreciate the move towards this place. There has been no lag in Marketing of company's products. The company is following the footprints of Havells company and have also hired management personnel from Havells. In future if everything goes well, I see the company competing with such big players.

Reviews: People have been satisfied with the products that company is selling. The company  are also selling the products online via e-commerce sites

Company has numerous JV's which is making it more complex for me to analyse. But surely this is the stock that has to be kept on radar. 

At this valuations, around Rs 42.00, I will categorize this stock as 'LOW Risk' with 'HIGH Returns' Opportunity.

Check the company's website: www.eonelectric.com
Check Facebook's page of Eon Electric : https://www.facebook.com/EonElectric




For more info regarding pros and cons and detailed report check my next post: Eon Electric Review
 
Suggestions and discussions are welcomed.