Dark Horse/Multibagger Idea for 2017    

_TRIVENI GLASS LTD_

            H1/FY17 H1/FY16

Sales.      38.50.    27.46

NP.            4.78.       2.16

Equity.      12.62

EPS.           3.80      2.16

Outlook:

                 FY17E.  FY18E

Sales.        80.       90

NP.             11.    14.50

EPSRs.      8.70.  11.50

TGL is mfg Figured/Designer glasses used by Interior designers in Offices, Homes, Hotels for doors, partitions, aesthetic enhancement

_Actual holding of promoters is 36%+. Promoters have FROR to buy equity held by SASF. As and when this transaction takes place, promoter stake can rise to 40%+_

1) TGL had already finalised OTS with IDBI. And has started payments from internal accruals

2)TGL has 72 acres land in Allahabad. Has already recd  25 crores as advance payment against proposed sale of this land

3) Once co gets written confirmation of OTS from IDBI, co will have +ve  networth

Stock is tdg @ 2xFY18Eeps.  Mktcap just 28 cr.
Very tiny qty of promoter holding was physical. Same under dmat. Once dematting is done, stock will be out of T group.

_TP 100+ in 2018_

Top pick in Dark Horse category. Negligible downside but HUGE upside possible

Breaking News: New Year Bonanza:

_CMP 399. TP 432-445 January Series_

Kaveri seeds company Ltd:

Denofwealth has always accurately estimated quarterly results of KSCL. Now another accurate info:

KSCL will _soon_ announce *BuyBack of equity shares. Company is allocating around 100-120 cr for this purpose and buyback price can be 460-480*

KSCL has 535 cr Cash/equivalent in its books.

Fundamentally also, stock has been upgraded by brokerage houses:

MOSL             TP 489
Cholamandalam TP 494

Once Buyback is announced ( we expect before 7th Jan), stock can _definitely_ cross 430

Buy January series TODAY

SL 388

*Cheapest I T Stock ( eGovernance) for Big Returns*.          

_TERA SOFTWARE LTD_

Now I am getting higher conviction that Tera can be best bet in I T sector. TSL appears for a vertical takeoff:

Stock still available below its 52 week high

Stock tdg @ 0.35xFY17Esales

H1 EPS Rs 7.15

FY17Eeps RS 18

*PERatio only 6*

_TSL can register 30% CAGR for next 3 years_

A. GSPS: There will be many players but this is such a huge opportunity that each player will get sizeable biz. But TSL will have first mover advantage and already established setup with proven track record

B. Last Mile connectivity to be provided to *ONE LAKH institutions* in AP. Here again TSL can get biz worth 1000+ crores to execute in 2-3 years

C. Lastly AP govt to provide CPE for Triple Play to *EIGHTY LAKH* households. TSL already got trial order for 50000 households

Above new developments are apart from its regular projects of eGovernance

Barring unforeseen, TSL can be 400 in 3 years

Tera Software Ltd

*Up 18%*

Can be 300-400 in 2 years

Breaking News:

Tera Software Ltd

Stock is getting listed at Bse and trading will start at Nse from tomorrow. Stock should now catch attention of institutional investors

Best bet in Sugar industry:

_Triveni Engineering_

In current crushing season, recovery is nearly 11% ( perhaps highest in sugar industry) as against 9.75% in previous year. It will lead to not only bumper sugar production but also big spike in profit nos in FY18 ( co set to report Eps of 10+ in FY17)