Tuesday, February 9, 2010

Stock Idea: Rolta India Limited

Rolta India Limited— BUY—180—INR
Sector — Software (Information Technology)
Regd.Off.— Rolta Tower A, MIDC, Andheri (E), Mumbai, M.H. - 400093
Listed — NSE, BSE.
Company overview—
Company was incorporated in the year 1989. Rolta's Indian customers include Ministry of Defense, police authorities, MTNL, ONGC, BSNL etc. Global customers include Verizon, Bell Canada, Saudi Telecom, Bahrain Telecom, British Telecom, and Hong Kong Telecom. Company has world class quality standards with certifications such as BS15000, BS7799, ISO9001:2000 and SEI CMM Level 5. Rolta International, a fully owned subsidiary at Huntsville, Alabama, US, works to digitize maps, develop software and create a geographical database for the customers of Intergraph. Rolta provides software/information technology based engineering and geospatial solutions and services to customers across the world and has executed projects in more than 35 countries. Rolta is headquartered in Mumbai and operates through a network of branch offices in India and seven subsidiaries located in USA, Canada, UK, The Netherlands, Germany, Saudi Arabia and UAE. Forbes Global had ranked Rolta among the 200 Best Companies in the World in October 2003. Rolta also continues to be rated amongst the leading Automated Mapping and Facilities Management software conversion service providers in the world. In the Engineering domain, Rolta enjoys around 80 per cent market share of the Plant Design Automation (PDA) segment in India. Rolta has a strategic partnership with Stone & Webster, Inc., USA one of the world's foremost engineering-construction companies, to provide high-quality cost-effective engineering, design and procurement services, related to power, refinery and petrochemical projects, worldwide. In April 2006, Rolta India has raised USD103.5 million through the issue of up to 18,482,143 Global Depository Receipts. Each GDR represent one underlying equity share in the Company. In last few years, Rolta has aggressively invested in people, technology & infrastructure to exploit & aggressively meet emerging opportunities. Rolta has now reached a critical mass of intellectual capital in the GeoSpatial, Engineering Design and eSolutions environments. Rolta continues to benefit from its strong technical first mover advantage in the rapidly evolving Information Technology Industry.
Products & services—
Company’s operations are structured into 3 strategic business groups, viz. Geo-Engineering, Engineering Design Automation and eSolutions. Rolta has pioneered CAD / CAM / GIS solutions in India. As customer requirements have evolved, the character of Rolta's solutions too has transformed from being pure design & engineering driven to encompassing a customer's comprehensive enterprise wide design & engineering needs that integrate into the organization's overall business process. There is a clear focus in being on top of the value chain. High value projects de-risk the company and build a progressively healthy bottom line. This overriding focus on its core competencies has enabled it to constantly add value to its customer base. Rolta enjoys more than 2/3 share of the GeoSpatial market i.e. applications like Photogram-metric Mapping, Aerial Triangulation, Digital Terrain Modeling, Ortho-photo creation, Image Interpretation etc.
Rolta has set up state-of-the-art Competency Center, equipped with infrastructure and facilities that match global standards. The resource pool at these Centers provides a combination of strategies, trends, ideas, experiences and proven methodologies. Company frequently undertakes research to enhance and develop additional products in its various lines of business. These efforts result in creation of specialized software toolkits, utilities and products, development of state-of-the-art techniques and processes, thereby enabling the company to meet specific customer requirements.
Rolta's positive Economic Value Added (EVA) is a clear indication that the company has met the expectations of the investors. Rolta is in business to provide an attractive return to its owners and its improvement over the years has reflected in the returns to them. Rolta's intangibles - off balance sheet strengths - possess a direct, financial correlation. Rolta delivers specialized solutions, which armour Rolta's reputation and brand. The strength and value of Rolta's brand indicates that the company's financial growth will continue to be consistent and sustainable.
Alliances—
Rolta enjoys trusting and long-standing partnerships with major technology companies that include global leaders like Intergraph (GeoSpatial Technology, Plant Design Automation), Z/I Imaging (Photogrammetry and Imaging), PTC (Mechanical Design Automation and Product Lifecycle Management), IBM, Microsoft, Oracle (eBusiness and eCommerce), Computer Associates (eSecurity and Network Management) and others.
Valuation—
At current market price, stock is trading at attractive valuation of 7.14 P/E multiple of its FY2011 estimated earnings par share. We recommend investors to buy "Rolta Limited" for medium to long-term investment horizon.
Source: Internet (Valuentes by Abhishek Jain)

Stock Idea: Alembic Limited

Alembic Ltd— BUY—45—INR
Sector — Pharmaceuticals
Regd.Off.— Alembic Road, Vadodara, Gujarat -390003
Listed — NSE, BSE.
Company Overview—
Alembic started its operations on 30 July, 1907 & now it is Asia's most respected integrated pharmaceutical company with manufacturing facilities in Vadodara and Panelav in Gujarat and Baddi in Himachal Pradesh. The plant in Vadodara has the largest fermentation capacity in India. The Panelav facility houses both API (USFDA approved) and formulation manufacturing plants. It has a distribution network that spans 29 states in India and 75 countries globally. Company has "Bio Arc Research Center" at vadodara to capitalize its strength in research and developments. Alembic is a certified ISO-9002 and ISO-14001 company with manufacturing practices and facilities that conform to WHO-GMP guidelines ensuing that every Alembic product meets the most stringent quality standards. Alembic is spreading its wings now to regulatory markets both in respect of API and Formulation. Company’s extensive range of "Finished Dosage Forms" covers every aspect of human life. It has expertise in the manufacturing of high volume Finished Dosage Forms and effectively control their release profile. This expertise is in the field of sterile as well as non-sterile dosage forms. Research and Development at Alembic is focused on fermentation technology, strain improvement, industrial enzymes, non-infringing process developments for API & intermediates, development of innovative formulations, NDDS. Company’s research is mainly involved into Chemistry & synthesis, Formulations development and Contract research.
Products & Services—
Company manufactures pharmaceuticals and chemicals, bulk drugs (penicillin and other antibiotics) and formulations. It also promotes herbal products. The major therapeutic segments where Alembic has presence are antibiotics and antibacterial, cough and cold remedies, analgesic and anti-inflammatory medications, nutraceuticals and anti-diabetics. Company’s business division includes Alembic Mainline Pharma division. It services general practitioners, physicians, ENT Surgeons, paediatricians and orthopaedics. Megacare division has greater focus towards gynaecologists, besides physicians, ENTs, Paediatricians and GPs. Specia division includes speciality brands for cardiovascular and diabetology.
In Branded formulations company manufactures Antibiotics & Anti bacterials, cough & cold, antihistamines, NSAIDS, oral hypoglycemic, herbals & nutraceuticals, cardiovascular, others. In Generics it have 90 brands with extension in various forms covering the therapeutic segments of Antibiotic, Cough & cold, NSAID, B-complex, C.V.Drugs etc. it covers Therapeutic segments, antiallergic, anticold preparation, antimalarials, antioxidants, antiseptic, antiulcerants, corticosterroids, enzyme preparation, Nsaids, antithelminitic, antimicrobials, antipyretics, antispasmodic, cardiovascular drugs, cough preparations, mucolytics & proteolytics, tranquiliser, vitamin preparations, others.
Valuation—
At CMP, Stock is trading at attractive valuation of 8.96 P/E multiple of its FY2011 estimated earnings. We recommend investors to Buy "Alembic limited" with medium to long-term investment horizon.
Source: Internet (valuenotes by Abhishek Jain)

Intraday Trading Calls for 09th February

Indian Stock Market may open flat to positive and remains flat with high volatility for the day today.
Today's Intraday Stock Tips / Trading Calls (Keep strict Stop Loss for Each Trade):

SCRIP NAME

TRIGGER

PRICE

TARGET 1

TARGET 2

SASKEN COMM.

Buy Above

172.30

178.45

184.00

Sell Below

169.35

165.25

160.00

IDBI

Buy Above

117.80

121.55

125.00

Sell Below

116.40

113.20

110.00

ESCORTS

Buy Above

120.20

124.70

130.00

Sell Below

118.05

114.20

110.00

ATLANTA

Buy Above

180.60

185.65

192.00

Sell Below

177.35

173.05

168.00

IDFC

Buy Above

145.10

148.60

152.00

Sell Below

144.05

141.35

138.00

BRFL

Buy Above

210.00

215.80

222.00

Sell Below

207.35

202.70

196.00

OIL COUNTRY

Buy Above

116.70

121.55

127.00

Sell Below

115.00

111.40

107.00

GOOD LUCK

Disclaimer

The information in this publication is provided by http://www.moneybazzar.blogspot.com/ is intended for use for Readers & Traders . Every effort is made to provide accurate information, but http://www.moneybazzar.blogspot.com/ cannot guarantee the accuracy of the information or of the market analysis. This is a newsletter and is for informational purposes only. It is not a solicitation or offer to buy or sell futures. There is a high risk of loss in trading futures. You should not trade with money that you cannot afford to lose. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed on this newsletter. The past performance of any trading system or methodology is not necessarily indicative of future results.



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