Breaking News:

Q4 Kirloskar Ferrous Ind Ltd

As per DOW TIMES, co should report PAT of 15-16 cr vs 12 cr YoY basis
We are neutral on the Stock

Update on Kotak bank:

Stock has come down as *CNBC has flashed that CNBC estimate was 1380cr and hence NP of 976 cr is bad.* Such Intentional mischief led to fall in price

_Cnbc estimate was 909 cr and hence actual nos much better than CNBC estimates_

Hold. Stock should bounce back as short covering can come

Bumper Q4 Kotak Bank:TP in 4 digits May expiry

Kotak Mahindra Bank, as per estimate of  DOW TIMES, can report big growth in PAT beating all estimates with good Asset quality:

Q4 PAT can rise *44%* YoY basis to 1000 cr vs 696cr

Q4 PAT to to rise *14%* QoQ

Q4 PAT much higher than CNBC estimate of 909 cr

GNPA 2.56%

Nnpa 1.27%

_Big Corporate Action will rerate the stock and take in new orbit_

Undervalued Auto Ancillary:

*Gujarat Automotive Gears*

Baroda based GAGL was set up in 1973 for mfg auto and Tractor components:

Transmission Gears
Transmission Pins
Propeller shaft
Axle Shaft
Wheel spanners etc

Company supplies same to OEM as well as replacement market under KAG brand. GAGL exports to countries like Germany, Italy, Egypt, UK etc

Financial Performance:

              9mFY17. 9mFY16

Sales      26.          18

Interest. 0.87.       0.86

PBT.         6.27.     4.53

PAT.         4.18.      2.98

Equity.      0.35

GAGL has reported fabulous nos for 9 months _which are equivalent to nos reported for entire FY16_

It's topline rose to 26crores vs 18 crores and PAT rose to 4.18 cr vs 2.98cr. *EPS for 9 months is 23.90* Profit margins of GAGL must be highest in the industry

             FY17e.  FY18e

Sales.   34.       40

PAT.      5.60.   6.50

*EPS.     32     37.15*

GAGL is trading at

10xFY17Eeps

8.60xFY18Eeps

When majority of auto Ancillary Stocks having PERatio of 20-35, GAGL is grossly undervalued

On tiny equity of 35 lacs , Reserves will rise to 31 crores on 31st March 2017.

_GAGL is Bonus candidate_

*TP Rs 650 in 12 months*

Milton Brand: Mktcap 28cr:

*MPL Plastics Ltd*

Mumbai based MPL Plastics has 2 mfg units ( Pune and Silvassa).  MPL sells it's plastic wares and thermoware products under *MILTON* brand. It's Product range includes:

Flasks
Casserole
Tiffin
Water Bottles
Water Jugs

*Milton in fact was 1st co in India to introduce 30 years back  thermowares by developing in house Technology and became household name*

               2015-16

Sales.     31cr

NP.         2.17cr

Equity   12.50cr

Promoter.  31%

Despite being one of the oldest and strong brand, MPL has not grown and continues to be a small company

Considering its assets (2 factories) and _valuable Milton brand_, current Mktcap appears very very small

Of late, there is hectic activity at the counter and nearly 1 lac shares delivery everyday

Is MPL take-over target?

Low risk High Reward opportunity

Investors may either lose 20% or can gain 100-200% in next 9-15 months

Agri-Tech India Ltd(537292)

Agri-Tech India belongs to Aurangabad based Nath group. 

Company had a land parcel which last year was sold for 20.49 crores.

Equity of 5.94 cr is supported by 29crore reserves.

Promoters hold 46.30%

At present, no business activity.

However, Agritech is *implementing a Food park spread over 100acres although it can take more than 2 years for it to become operational* This appears main Triggers behind Investors interest in the stock

_Mktcap is just 36cr_

Agritech has Noncurrent Investment worth 23crores and Short Term Loans of 19.57cr. This these assets ( Investment and Loans given) are more than Mktcap

High risk High Reward opportunity.
Investors may either lose 30% or gain more than 100%

Update on Acrylic Fibre Industry:

In last few days, stock price of Pasupati Acrylic and Indian Acrylic have shot up sharply as govt is considering proposal of anti dumping duty on imports

1) Anti dumping duty process is lengthy. It can take nearly 1 year for decision to impose anti dumping duty. Hence Domestic mfr can't expect any relief in CY17 at least

2) Companies will report reasonably good profits for Q4. However raw material prices have risen from USD 1000 to 1600. Hence currently manufacturers are barely recovering the cost. Q1 will be very bad

3) Due to strong Re, export margins under pressure

Hence Investors are advised to refrain from buying at current levels and rather sell at every rise

HUGE TRIGGER IN OFFING:

_Triveni Glass Ltd_

Andhra  Pradesh govt is building huge township name AMRAVATI to be state capital. This new city entails huge huge demand for building materials.
*Triveni Glass will be big big beneficiary as it's plant is just 80km away from AMRAVATI and there is no other plant within 200 km radius*

Such huge demand will change fortunes of TGL completely as TGL will wield strong pricing power and go for big expansion to meet multiple- fold hike in market size

If all goes well, TGL can become 250 cr company by 2020 by which time stock should cross 200

_Cheapest building materials stock_

TERA SOFTWARE: No impact of strong Re     

Stock still available below its 52 week high

Stock tdg @ 0.35xFY18Esales

FY18Eeps 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

100% accurate Information:

Rain industries Ltd

Dolly Khanna holds 0.90% and her husband holds 0.05% stake . Total 0.95%

Reliable Information:

Porinju had bought 20Microns

Another update on TFCI:

As per our sources, Valuations report has been submitted which will decide reserve price for eAuction.

Further there shall be extremely aggressive bidding not only by Domestic institutions but also by overseas institutions

Selling by IFCI in open mkt is almost over( stock price didn't rise to 3 digits as IFCI was selling aggressively)

We expect TFCI to touch 3 digit in 1-2 weeks

Instead of looking for new stock everyday, Investors will be wise to add TFCI even at cmp. Investors may remember that after our rpt recommendation, PFC gave super appreciation in short time. Gain from TFCI shall be much much higher

Update on Rain Industries Ltd

In last 2 weeks, stock is in range of 103-110. Although DoW had expected stock to cross 120.

Reason: Biggest global FII ( bought at one-third  of cmp) has been selling every week. This FII is unaware of developments taking place in Rain and not aware that Q1CY17 PAT will be lifetime high and CY17 NP will be mind blowing.
It is providing golden opportunity big HNIs who continue to accumulate Rain.
We reiterate that when Q1 results are out on 5th May, stock can be 140-150 very easily in few days. So spectacular will be Q1 NP

Shreyas Shipping:

As per DoW estimate, co can report LOSS of more than 12 crores in Q4. Share price can come down. Hence Investors may stay away

Update on TFCI:

Subsequent to our Breaking News, mgtmnt of TFCI and Promoter IFCI confirmed that IFCI will divest it's TFCI stake through eAuction. For this purpose, mandate has been given to decide Fair Value/Reserve price ( which should be in 3 DIGITS) and subsequent auction at still higher price

Despite same, IFCI sold 2.39% stake in open market in March which pulled down TFCI price from 81 to 72

When it's stake Likely to be sold above 100 level after few weeks, selling at low price in Open mkt is destruction​ of public wealth

Recently share price rose to 88 but again came down to 78. Such fall was not anticipated. As per our sources, IFCI again committing sin of selling TFCI shares when eAuction should be few weeks away

Is IFCI mgtmnt conniving with potential bidders enabling them to acquire some shares at low price?

Or some entities buying shared who may be front of top mgtmnt of IFCI?

It is a serious matter, stinking of misuse of office. We shall bring this matter to notice of Finance ministry

In the meantime, it is golden opportunity for Investors to buy more shares at low price as we feel that valuation report should come to IFCI any day

Don't panic. Have convinction. Stay invested

Once again Ahead of others:

Den of Wealth had recommended Nahar industrial enterprises@80-83 before Q3 Results.

DOW TIMES (ABOVE & BEYOND):
_MINING to MICRONISING to SUBMICRON to NANOSIZING_

*20 Microns Ltd*

Stock is being recommended as 20Microns  is engaged in Mining to Minerals and Chemicals

20Microns has _Calcite mines and Kaolin mines_ at SIX locations with reserves of 76000000 tonnes

Company is producing Ultrafine Calcium carbonate, Aluminium Silicates and Synthetic Barium Sulphates for Paint and Construction industry
20 Microns has *7 mfg locations with capacity of 125000 tons*

Financial Performance;

            9mFY17 9mFY16

Sales.      284.      262

NP.          11.73.    6.98

Equity.    17.64

FV RS.         5

EPSRs.     3.35 .  2.00

20MICRONS has reported bumper results for 9m:
*Sales up only 9% but NP has spurted by 68% to 11.73 cr, despite 200% rise in income tax*

20Microns is only listed co in this space
With diversified plant locations and mines also located at different locations, co has unique logistics advantage. With user industry growing at rapid pace, 20MICRONS has *bright future*

20MICRONS should report EPS of 5 for FY17 and Rs 7.50 for FY18

*TP Rs 125 in 18 months*

Sankhya Infotech Ltd

Den of Wealth had recommended this stock @22-26 and brought this neglected stock to notice of Indians.

Now, Sankhya is being aggressively recommended by many Whatsapp groups at 60-65 levels and few of them of have pirated majority of our write-up. It is a matter of pride for DoW to be imitated and followed

ALWAYS AHEAD

CATCHING THEM IN WOMB

POWER OF DEN OF WEALTH

Power Finance Corpn Ltd

PFC was recommended recently by Den/DoW @ 120-122 ( although it is our old favourite originally recommended before bonus announcement last year). Our exhaustive reported had highlighted never-before intrinsic biz strengths of PFC. We undertook Herculean task of promoting this stock of PFC with 2640 cr Equity.
And our efforts paid rich fruits as stock has spurted to 169 EX Dividend.
And today PFC has been recommended by Economic Times

DoW TIMES AHEAD OF ECONOMIC TIMES

*ABOVE & BEYOND*

_Innovation at its Best_   

RAIN INDUSTRIES LTD

RIL has innovated unique  production process for CPC wherein co has succeeded in mixing different types of substances to achieve desired level of CPC Quality.

As a result, CPC is *raining money in books of RIL*:

A) Blending of different types of substance has DRASTICALLY reduced production cycle, resulting in *lower cost of production*

B) Vizag plant has installed capacity of 5 lac tonnes. Now, *RIL LIKELY TO PRODUCE 9 LAC TONNES, 180% OF INSTALLED CAPACITY*

C) _It is leading to big spurt in its topline as well as bottomline_

D) As per our sources in income tax dptmnt, co has paid highest ever income tax for March quarter

*More Big Savings*:

Rain Industries has raised USD 550 million dollars through Senior Secured Notes. Same will be used to retire earlier HIGH COST SSNs (effective 1st April)

It will lead to annual savings of around *50-55crores in interest cost* adding directly to PBT

_CPC prices have touched all-time high. Rain should report highest ever NP for March quarter. Stock *will cross 155 in May 2017*_

Stay tuned for _more Breaking News_ next week on Rain which can take its share price to 122 by end of next week

*TP Rs 300 in 18 months*

HUGE TRIGGER IN OFFING:

_Triveni Glass Ltd_

Andhra  Pradesh govt is building huge township name AMRAVATI to be state capital. This new city entails huge huge demand for building materials.
*Triveni Glass will be big big beneficiary as it's plant is just 80km away from AMRAVATI and there is no other plant within 200 km radius*

Such huge demand will change fortunes of TGL completely as TGL will wield strong pricing power and go for big expansion to meet multiple- fold hike in market size

If all goes well, TGL can become 250 cr company by 2020 by which time stock should cross 200

_Cheapest building materials stock_

FY18 to be landmark: TFCI 

TFCI is slated to report LIFETIME HIGH NP FOR FY17. HOWEVER FY18 WILL BE LANDMARK YEAR AS TFCI NP CAN BE IN 3 DIGITS

*Q4 PAT to rise 700%*

TFCI should report NP of 23-24 cr vs 3.25 cr, whopping rise of 700%. *This will also be lifetime highest ever quarterly profit*

TFCI has also shifted from leased premises to self-owned building which not only will *save significant rental cost* but offer big scope for in-house expansion

Stock has almost bottomed out and poised to  make new 52 week /all-time high next week.

We are confident that the day advertisement about eAuction comes, stock can be UC even before bidding starts

TP Rs 105-115 by April-end

      Rs 200 by Dec 2017

Debt-Free Paper Co:TINY MKTCAP

Rama Pulp Papers(502587)

*DebtFree*

_Trading @0.60xBook_

*Mktcap 27cr only*

_Avlbl@_3.67xFY18Eeps_

*Tdg @ 2.30xFY19Eeps*

RamaPulp, belonging to Nath Bio group, is engaged in production of Speciality Grade Papers from 18GSM to 120 GSM. RamaPulp is making Writing & Printing paper, Absorbent Kraft paper, Carbon base paper, Poster & Napkin grade Tissue. In fact, RamaPulp has leadership in Carbon base (OTC) and Absorbent category.

                9m/FY17 FY16

Sales.     83.47.     94.65

NP.            2.10.      2.23

Equity.     11

BV Rs.      42

RamaPulp has recently diversified into chemicals by setting up plant to produce LABSA with capacity of 16000 tonnes

Higher grade of paper for Laminate industry is exported to Thailand, Malaysia etc. Co has developed special grade of MG White Tissue paper for protection printing which exported even to Wal Mart

           FY17  FY18  FY19

Sales.  115.   135.   190

NP.        3.60.  7.50.  12

EPS.     3.28.  6.80.  10.90

MAJOR TRIGGERS

1) RamaPulp is planning to *double production capacity of LABSA*

2) RamaPulp planning to *increase paper capacity by 50%*through debottlenecking
Full impact of same will be reflected in FY19. RamaPulp has enough land to undertake expansion

PERHAPS CHEAPEST PAPER STOCK BEING DEBT FREE PERATIO 3.67,2.30 AND MKTCAP ONLY 27CR

*Investors can expect 50% appreciation in 2-3 months and stock can be 80 in 12-15 months*

Important update:Tourism Finance Corpn:

TFCI appointed SBI Capital to decide Fair Value .  SBI Capital likely to furnish it's valuation valuation​ report in next 2 weeks.

Heard that *reserve price for eAuction of IFCI stake to private sector will be 105-110*. And bidding in eAuction can start as early as end-April and can  finish at 130-140 range or even higher

TFCI is SURESHOT multibagger as disinvestment is certainty

Den Of Wealth:
Den Of Wealth:
AXTEL INDUSTRIES LTD:

*An Engineering co available  for peanuts* Bse code 523850

9m FY17 Sales 48cr vs 35 cr in corresponding period of previous year (40% rise)

9mPAT 4.20cr vs LOSS of 1.92 cr in corresponding period of previous year _turnaround of 6 cr_

Normally, Q4 of AIL is peak quarter(Q4 FY16 had 7cr NP on 32 cr sales). _Q4FY17 can have 46cr sales and 8cr NP_

FY16 Sales 67 cr vs 40 cr in FY15

FY16 PAT 4.80cr vs 7.54cr LOSS in FY15

AIL is engaged in production and marketing of processing
equipments/machineries for FOOD PROCESSING and PHARMA Industry.
Hence, has huge growth potential.

*Q3FY17 Sales 18.73 vs 6.35cr*
*Q3 NP 1.16cr vs Loss 2cr*

FY17E Sales 94 cr    PAT 12 cr

FY18E   Sales   130 cr  PAT  18 cr

Stock can be in 3 digits in next 1 month. Investors who can hold the
stock for 12-36 months should try to buy for big big appreciation.  An
engineering company (with clientele in highest growth industry of food
and pharma) available at market cap of just 100 crores.
_Barring unforeseen, AIL can be Rs 200 in 15 months_

Our recommendations:

Although majority of WhatsApp group members make quick but small gains through trading, yet we advise fellow members to make big killing by taking Investment approach to MY recommendations;

1). TFCI : We feel that stock can be in 3 digits this month only. After privatization, stock can be 200 in CY17 itself and will continue to scale new heights in coming years for real MULTIBAGGER returns

2) Rain Industries Ltd: This stock can be 155 this April. Can be 300 by end of CY18. Such big triggers in offing.

3) Triveni Glass Ltd: In microcap Dark Horse category, you all are advised to buy BIG BIG qty. Co has very bright future. Current mkt cap is tiny. Stock should be in 3 digits in CY18

By keeping above 3 stocks in your core Portfolio, you can go for real large wealth creation