Wednesday, March 31, 2010

Aditya Birla Nuvo

Aditya Birla Nuvo

Aditya Birla Nuvo is diversified Company which run many new businesses for one of india's leading business house, Aditya Birla Group.

Business Verticals..

Aditya Birla Nuvo has diversified its business portfolio which has a mix of new & old businesses. Some of them were it enjoys a leading postion are .. viscose filament yarn, carbon black, branded garments, agri business, textiles and insulators.

Over the past few years, Aditya Birla Nuvo, through its subsidiaries and joint ventures, has made successful forays into life insurance, telecom, business process outsourcing (BPO), IT services, asset management and financial services.

Aditya Birla Nuvo’s joint ventures and subsidiary companies are:

- Idea Cellular Limited
- Birla Sunlife Insurance
- Birla Sunlife Asset Management
- Aditya Birla Minacs worldwide limited

This businesses enjoy a good market position in their operating verticals both in terms of revenue & market share.

In Apparels business its houses some of the most famous brand like Peter England, Van Heusen , Louis philippe , Allen Solly and esprit.

Stock Statistics

Market Cap 9,360.47 | * EPS (TTM) 15.93 | * P/E 57.04 | * P/C 28.36
* Book Value 364.26 | * Price/Book 2.49 | Div(%) 40.00 | Div Yield(%) 0.44
Market Lot 1.00 | Face Value 10.00 | Industry P/E 65.89
* As per latest stand alone adjusted profit after extra-ordinary items.

Shareholding Pattern.

(in %)Dec-09Dec-08Sep-09
Promoter46.0641.2041.52
FII16.5720.5619.26
DII14.6116.9015.97
Others22.7621.3423.25
Total100.00100.00100.00

Insurance Business & IT Services are the biggest value unlocking for share holders in the future.
We recommend Investors to invest in the stock with long term view.


Sunday, February 21, 2010

Tide Water Oil Co

Tide Water Oil Co.

Tide Water Oil Co. (I) Ltd., is a part of the multi divisional Andrew Yule group that has diverse interests in Engineering, Electrical, Tea Cultivation, Power Generation, Digital Communication Systems and Lubricants.

Tide Water has been a pioneer of Automotive and Industrial lubricants in India since 1928 and has five plants at Howrah, Oragadam, Turbhe, Silvassa and Faridabad.

Products...

Veedol Engine Oils which is available in different variants like Automotive oil, Industrial Oil, Industrial Grease, Automotive Grease and Eneos.

The company also has technical collaboration with Nippon Oil Corporation, the No.1 petroleum conglomerate in Japan. Superior quality lubricants under the brand name Eneos are manufactured and marketed in India by Tide Water Oil.

Quarterly Results..

The company's Q3 net profit was at Rs 14.51 crore.

The company's trailing 12-month (TTM) EPS was at Rs 479.66 per share. (Sep, 2009)

The dividend yield of the company was 0.61%.

The company's trailing 12-month (TTM) EPS was at Rs 479.66 per share. (Sep, 2009)

Valuations

Equity
Tide water – 87 lakhs (0.87 Crore)

EPS (4 trailing quarters)
Tide water – 586

Book Value
Tide water – 1708

Market Price/Book Value
Tide water – 3

P/E
Tide water – 8.6

As Comapred to its peer Castrol the stock is under valued and can be accumulated at every dips for long term invesmtent.