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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.

Monday, November 2, 2009

Mundra Port and Special Economic Zone

Market Details as on 31st October, 2009.
Total Shares Issued – 400678820 shs of Rs. 10 each.
Shares Issued at IPO- 40250000 shs at Rs. 440 Nov 2007.
Promoters Holdings- 324719561 shs -81.03%.
Market Capitalization- Rs. 20047.96 cr.
Current Market Price – Rs. 500.35.
Book Value per Share- Rs. 73.44, Earning per Share- Rs. 14.91, Dividend- Rs.3/sh.
Price to Earning Ratio – 33.56, Industry P/E- 42.20, Price to Book- 6.81 times.
52 Week – High- Rs. 705, Low- Rs. 253.65.
200 Daily Moving Average- Rs. 478.25.
Total Debt – Rs. 2313 cr, Total Reserve- Rs. 2541.78 cr

FINANCIALS:-As on 30th September 2009
Total Income Rs.337.33 cr v/s Rs. 303.78 cr (YOY), Net profit increased 56 % to Rs. 174.78 cr v/s 112.28 cr (YOY), half yearly Net Sales of Rs. 634.13 cr, and Net Profit of Rs. 345.54 cr posting an EPS of Rs. 8.32.

Mundra port is India’s largest private sector port promoted by Adani group.
Mundra port has notified multi-product SEZ area of 5920 hectares, from which it is currently developing the area of 130 sq km. the Co. has its own railways which handled close to 4500 rakes in yr 2008-09; has Dry Cargo Port - has handled largest container vessel- MV BAUDELAIRE (300.40 mtrs), the port now handles 6500-7000 vessels; Co. has container terminal with highest gross crane productivity of 55.24 Moves Per Hour (MPH) , highest average crane productivity of 33 MPH in country; Company has signed an agreement with Maruti Suzuki to export cars from the Auto terminal- total car exported in last 3 months of 2008-09 is 18911 cars; Co. has handled 2.2 lacs Metric Tonnes of liquid cargo.
For the financial yr 2008-09 Mundra port has handled 2171 vessels v/s 1624 in yr 2007-08. Its cargo handling capacity increased by 33.68 % to 3.60 cr tonnes.As per the records, India’s 95 % of external trade by volume & 70 % by value comes by Sea. Cargo handling volume in 12 major ports in India was at 53 cr Tonnes, while non-major ports contributed 21 cr Tonnes during 2008-09, aggregating to 74 cr Tonnes. Mundra port, the largest private sector non-major port, with a cargo capacity of around 3.6 cr Tonnes in FY09 is among the Top 10 ports in India. India needs to double its port capacity to 150 cr Tonnes by 2011-12 & would require investments worth Rs.55000 cr in that period indicating significant potential for the sector.

Friday, October 2, 2009

A LITTLE STORY ON MARKETS

There was a small village, everyone in that village were living happily, one day someone from big city came with his assistant, he said - "I will give Rs. 10 for every monkey you catch, and bring it to me", villagers started catching monkeys, soon villagers found a new job. They caught monkeys and sold to that stranger & made good money, after a while they lost interest. The stranger said - "I will give you Rs. 15 for every monkey", more monkeys came in, after a while the price of monkey went up to Rs. 60 !!! Suddenly one day the stranger was out of the village his assistant said - "Look this guy does not pays me much, I want to sell all his monkeys at Rs. 50/each so when he comes back you can sell it back to him for Rs. 70" - the villagers agreed -The assistant sold all the monkeys to the villagers for Rs. 50 and went out of the village. Villagers were now left with their monkeys & still waiting........for the Stranger and his assistant to come... but none of this two came back & left villagers with their monkeys worth nothing...while that strangers made money out of nothing....

THE MORALE OF THE STORY - 
The villagers are we small Investors , our stocks are the monkeys and FII’s (Foreign Institutional Investors) are those strangers !!!
Lets us all learn the lesson, 
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