A New Beginning :2016 Value pick 4

Sometime underrated stock outperforms and our fourth value picks is highly underrated.

Let’s start with our low price high value pick:

Suzlon Energy:

CMP: 21.65(8^th Jan).

From a position of strength, Suzlon has gone through multiple crises over the past five years including debt default. However, it has since taken corrective steps to substantially repair its balance sheet by selling off its German offshore wind arm, Senvion for 1 billion euros and issuing fresh equity worth Rs 1800 crore to Dilip Shanghvi & Associates—a promoter for Sun Pharma. Suzlon can now focus all its energies on new order wins and execution in the domestic market, and is well placed to win back 50 percent market share. Government’s ambitious wind energy target of 60GW by 2022 should help to drive demand for wind equipment

Moreover, Suzlon Group chairman Tulsi Tanti said on Thursday(7th Jan) that the group is looking to enter the solar energy sector in the current financial year . Its evolutionary S97"HT DFIG 2.1MW Wind Turbine with an All"Steel Hybrid Tower has achieved 35% PLF over the last 12 months. The evolutionary product has received encouraging response from customers across segments and reflects in the ~350 MW of orders received. Tulsi Tanti, Chairman, Suzlon Group, said, “The S97- HT DFIG 2.1MW with All Steel Hybrid Tower is a game changer and is the result of our continued focus on investing in next generation technologies. Suzlon endeavors to lower the cost of energy and provide clean and affordable energy for all.”

Suzlon demonstrates buoyant growth in Q2FY16; delivers 227MW with 18% normalised EBITDA margin.

• Sales volume is 64% up Y-o-Y.
• 18% EBITDA margin is highest in last 5 years.
• Order book continues to remain strong with INR 6812 crores.
• Gross debt reduces by 963 crores.

Above all clean energy is next big sector for next 5 years and Suzlon and Inox Wind are the two big players in this sector. For one year prospective Suzlon can move to 35-45 easily.We Suggest to buy this stock for 3 to 5 year horizon to see multi-fold return. 

 Be Smart. Invest Smartly

Hotpicks of 2015.

After a 30%  upside in 2014 ,  Sensex is ready with more or even better in 2015. As 2014 in 2015 also mid cap and small cap will shine.

I have picked up some of the most prospective stock which will outperform in 2015.


Berger Paint: 
CMP: 452.
M cap: 15676cr.

Berger Paint is one of the dominant in Paint industry with good past record. Stock gain 100% last year and story will continue in 2015 also. Also stock hit 52 wk high before stock split on 9th Jan 15.
So start your new year with this stock and it will not let your money go for sure.

Ashok Leyland: 
CMP: 53

Have already mention in last blog :http://kevaljethi2363.blogspot.in/2014/12/bull-is-ready-dont-miss-opportunity.html about this value stock. Ashok Leyland was traded 17 INR on Jan 2014 and after one year it touch 53 which make 240% returns. AL tour around in mid 2014 and after that it did not look back. Stock find resistance at 54 level but soon it will cross it and make new high. So keep this Auto stock with you in 2015 aslo.

Century Ply board:
CMP: 162
M -cap: 3600

Century ply board is dominant in furnished play board  market with 25% of domestic market.
With in year stock came from 25 level to 160. We will expect same of better performance from it for 2015 as well.


KRBL:
CMP: 115

KRBL has good consistent profit growth of 40.95% over 5 years. It export rice to many country and it is one of the key player in domestic market also. One can diversify  portfolio with this stock.

South India bank:
CMP: 30

When all banking stock outperform in 2014, South India Bank also gain over 50% last year.
Company has good consistent profit growth of 21.21% over 5 years. We could expect more upside in 2015 from this stock. 


So lets begin 2015 with above great picks and grow your money.


  Be Smart. Invest Smartly