Kellton Tech Solutions Ltd.

Trading at 179.30 only on BSE.

By Looking the business module of the company (IT- Cloud and Big Data Analytics) and  quality promoters , professional team.. recent aquisation done  by the company it shows a good growth In future.

Long Term investors can buy  at CMP 179.30 for 2-3 years for handsome gain.

Lloyd Electric & Engineering Ltd-Hidden Gem And Real  Multibagger.

Lloyd Electric & Engineering Ltd has been successfully operating its Bhiwadi, Rajasthan manufacturing facility for the past 23 years and has started second plant in Kala Amb, Himachal for manufacturing heat exchangers & complete built up window & split AC.

Company is in diversified business module mainly produt line are :-

Heat Exchangers
Railways HVAC Systems
Window / Split Air Conditionor
Dry Cooler
Radiators & Oil Coolers

 Company has shown good growth in sales.Fy 14-15 Sales was 1835 Crore and OPM was 12.53% and NPM was 4.45% with an EPS of 23.12 and currently trading at PE Ratio of 10X while Industry PE is Above 25X.FIIs have Increased their holding from 1.35% to 8.09% in Mar15 Qtr.

 Currently trading at Rs. 234 with a book value of Rs. 206.10
The market cap of Lloyd Electric is currently Rs. 827.20 crores. 52 week high was 244.85 on 8 Apr 15 and Low was 91.10 on 14 Jul 14
Lloyd Electric stock price made a 52 week high of Rs. 244.85, on the 8th of April, 2015 and a 52 week low of Rs. 91.10, on the 14th of July, 2014.

RSWM LTD.- A highly undervalued stock to Buy

ISIN INE611A01016

INDUSTRY TEXTILES

WEBSITE WWW.RSWM.IN

CMP 145.00

FACE VALUE 10.00

DIV/YIELD 1.72

PE RATIO 3.28

MARKET CAP 336 CRORE

BOOK VALUE 99.00

EPS (APR-DEC11)33.52

EXPECTED EPS 50+

RSWM Ltd was incorporated in 1960, is the flagship company of LNJ Bhilwara Group. It is one of the largest textile groups for manmade fibres, yarns and fabrics with total spindles capacity is 3, 60,000 and production of 1, 00,000 TPA of yarn annually. Its 100% subsidiary CTL has total installed capacity of 64, 512 spindles at Bagalur (Tamil Nadu) and Pondicherry.

The company exports to 70 countries including Europe and USA .

Company has well established brand under the name of ‘Mayur’. ‘Mayur’ has been consistently delivering high quality fabrics to the market and is in highly deemanded in indian markets. It has 7,000 retail outlets all over India.

At current market price of Rs 145/- it is trading at 3.28X (source moneycontrol.com)and expecting FY12EPS to be around Rs 50, so it is trading for just 2.9X to FY12E EPS. Industry average PE is 9X, even if we value it conservatively at 5X, the fair value of the company comes at around Rs 250/- share.
Outlook remains positive as domestic market is doing well on back robust economic growth. Company has good retail network that will help in capitalizing the robust domestic demand.

Investor with medium to long term investment horizon should start accumulating the stock. The investment horizon should be at least 8-10 months.