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Wednesday, December 23, 2009

Container Corporation of India (CONCOR)

Total shares issued- 129982794 shs.
Promoter’s holdings- 81999802 shs- 63.08%
Promoters - President Of India-81998202 shs;
Other Promoters- 1600 shs,
Institutional holdings-22180162 shs-17.07%

52 Week-High-Rs.1275 on 23 Dec 2009;Low-Rs.594 on 23 Dec 2008.
Current Market Price - Rs.1257.20
Market Cap-16442.82cr; AS on 23/12/09
EPS-61.49;P/E-20.57; Ind P/E- 21.00
Book Value-289.44;Price/Book-4.37;Div %- 140
Total Share Capital- 129.98cr:
Net Worth- 3762.21cr; Total DEBT -0;

Incorporated in 1988, Container Corporation of India (CONCOR) is a multi-modal (rail and road) logistics support provider for the country’s exim and domestic trade and commerce, working under the ministry of railways, Government of India. It handles the imports and exports of the country from about 40 dry ports or terminals spread across India. It also enjoys a near monopoly situation in the transportation of Containerised cargo through the Indian railways. CONCOR`s core business is characterised by three distinct activities, that of a carrier, a terminal operator, and a warehouse operator. The key value the company offers is the provision of a single-window facility co-ordinating with all the different agencies and services involved in the containerised cargo trade right from customs, gateway ports, and railways, to road haulers, consolidators, forwarders, custom house agents and shipping lines CONCOR currently provides the only means by which shippers may obtain containerized freight transportation by rail in India. Though rail is the mainstay of its transportation plan, road services are also provided according to market demand and operational exigencies. CONCOR also operates container terminals across the country to cater to the needs of the trade, whether in the export-import or the domestic business.

Financials: - Container Corporation of India registered results for the quarter ended on 30-SEP-2009 as:

Net Sales- Rs. 959.9027 cr v/s Rs. 903.3608 cr on 30-SEP-2008.
Net Profit- Rs. 204.3475 cr v/s Rs. 223.6809 cr on 30-SEP-2008.


Conl- This stock has always being out of the analysts radar,also this stock has being giving a consitant performance over a period of time. Here I have tried to point out the underdog PSU, as the world expects to get out from recession & their EXIM trades to shoot up, INDIA is surely getting a pie from it & this is the company with an 21.03% of RoNW, and with the net profit of 204 cr on sales of 959cr is certainly shine in this space.
Read my Mundra port post for futher view on business.

Monday, December 14, 2009

SUZLON ENERGY

TOTAL SHARES ISSUED – 1556723743 shs.
GROSS DEBT – Rs. 13477 cr.
NET DEBT – Rs. 12525 cr. (As on SEP 09).
CASH HOLDINGS – Rs. 952 cr.

REPOWER SYSTEMS AG - RPW:GR
Total Shares Issued – 9177039 shs.
Suzlon holds – 8325409 shs - 90.72%.
Free Float – 851630 shs - 9.28%.
CMP- 8th DEC 2009, 114 Euros. 1Euro/Rs. 68.95
MKT CAP – 1046.18 million Euros, Rs. 7213.42 cr.
Free Float MKT CAP – 97.08582 million Euros, Rs.669.406 cr.
EPS – 0.16, PE – 711.13, P/B – 3.11, NP – 1479000 Euros, Rs.10.2073 cr.
Suzlon's stakes in REpower valued at Rs.6544.021 cr

HANSEN TRANSMISSION INTERNATIONAL NV - HSN:LN
Total Shares Issued – 670104208 shs.
After the 35.01% stake sale in November 2009.
Suzlon now holds – 174632079 shs a 26.06%. V/S 410632079 shs 61.28%.
CMP as on 8th DEC 2009 1.13 GBp. 1GBP/ Rs.76.04
MKT CAP – 757.21 million Pounds, Rs. 5757.88 cr.
EPS – 1.98p, PE – 53.41, P/B – 1.39, NP – 1319131000 GBp – Rs.101.1546 cr
Suzlon's stakes in Hansen valued at Rs. 1500.52 cr.

NOW,
REpower contributes to Rs.42.03 to Suzlon´s CMP of Rs.85 a nearly 49.45% of Suzlon.
HANSEN contributes to Rs. 9.63 to Suzlon´s CMP of Rs. 85 a nearly 11.34% of Suzlon. So Suzlon valued at Rs.33.34.
Suzlon´s enterprise value is around Rs 33801.69 cr (217/Sh).
Networth around Rs 6580.32 cr.

IF SUZLON ENERGY MANAGES TO RETIRE ITS Rs. 13000 cr DEBTS IT’S VALUE CAN GO…. I SAY CAN GO TILL Rs.180. BUT SINCE IT’S A HIGH BETA STOCK ALWAYS TRADE WITH STRICK STOPLOSS.
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