Tuesday, November 28, 2006

Buy Infosys and Satyam

Investment Advisor, PN Vijay is of the view that one can buy Infosys Technologies, Satyam Copmuter Services

There are some concerns for the technology space in terms of US spending and of course the
strong rupee. So that would make them probably just performers but if one see the statements coming out and the corporate inorganic growth that is now again happening these companies are growing vertically, horizontally, they are becoming global palyers.

He further added, "On the one hand one has very good corporate activity and on the other hand slightly negative macro news. I would still keep buying the best ones, Infosys Technologies and Satyam Computer Services, because the momentum they have generated in 2006-2007 is just awesome."

Thursday, October 05, 2006

Why You Should Invest In Tamil Nadu Newsprint & Papers Ltd

TNPL posted a good set of numbers in the quarter ended March 2006. Sales increased by21% to Rs 209.16 crore. OP grew impressively by 117% to Rs 50.85 crore on higher revenue growth and advancement in OPM from 13.6% to 24.3%. The resultant PAT went up by 45% to Rs34.60 crore. The performance was attributable to buoyant paper prices, increased production, and 100% capacity utilisation. Power generation and surplus export to the state grid also contributed to the revenue.

The company has posted a profit after tax of Rs 18.81 crore for the quarter ended June 30, 2006 (Q1 FY 06-07) as compared to Rs 13.14 crore for the quarter ended June 30, 2005 (Q1 FY 05-06). Total Income has increased to Rs 183.70 crore for Q1 FY 06-07 from Rs 177.59 crore in Q1 FY 05-06.


1- has taken up plantation activities to augment the sources of wood supply.

2- has planned to raise pulpwood plantation in 10,000 acres.

3- The Mill Development Plan (MDP) will be completed by june 2007.

4- pulp capacity will be increased from 520 tpd to 800 tpd.

5- capacity will be increased from 230,000 tonnes per annum to 245,000 tonnes per annum.

6- TNPLwill install a new Paper Machine (PM3) and increase the productioncapacity to 3,65,000 tonnes per annum. The enchanced capacity will be operational from FY 2009-10.

7- TNPL posts 43% rise in Q1 PAT.

8- The Company is developing Farm Forestry and CaptivePlantation in a massive way.

9- The company has also exported power generated from its 28 MW wind farm entirely to the Tamil Nadu Electricity Board’s grid.

10- The production during 2005-06 is reportedly more than 2.30 lakh tonnes against the previous year’s 1.96 lakh tones.

11- less than 2% of the production was newsprint, which offers lower margins.

12- had exported 38,645 tonnes of printing and writing paper.

13- the total dividend for the year is 30%.

14- expectation of strong results in the coming qtr.

15- paper industry has benefited from Union Budget 2006-07 as excise duty on printing and writing paper was reduced from 16% to 12%.

16- the proposed price hike waspostponed to a later period.

17- Now, large players are again contemplating increasing prices of paper.
18- sustained growth in domestic demand.
19- enrichment of product mix.
20- can considerably improve its global competitiveness if the government allows the industry to develop degraded forestland.


Product Name
Sales (Rs.in Crores)
Paper-Printing & Writing
Excise Duty


Foreign Holdings

Govt. / Financial Institutions

Corporate Bodies(not covered above)

Directors and their Relatives

Other including Indian Public

TARGET PRICE: By dec06 expected price for TNPL is Rs 140/-
CMP(Current Market Price): Rs 95/-
TNPL is available at attractive Price.

Sunday, April 16, 2006

stocks that may give great retutns within 3-months

INFOSYS -- is a stock that might provide return of upto 30 % within 3 months. It is advisable to buy it at every dip.
IVRCL-- is likely to double from CMP of Rs272 -300 by year end on the back of strong order book.
AbG Shipyard-- has order book of Rs 1700 crore and likely to outperform market due to high demand of vessel building activity for 3 years