TWENTY PERCENT GAIN IN GREAVES COTTON

Dear followers,
My multibagger scrip GREAVES COTTON gained 21% since last two weeks.I recommended @ 65 on sep 12 on blogger.Today it is trading @79 which means Rs.14 higher.Still I am bullish on greaves cotton and I recommend longterm investors to buy stock at current levels.For deatils of buy recommendation click http://keralatraders.blogspot.in/2012/09/greaves-cotton-as-multibagger-investment.html



                                                        THANK YOU

REPEATED BUY CALL ON GREAVES COTTON

I have already given this  buy recommendation on Sep 12 @ Rs.65.Today it is trading at Rs.79 which is 21% gains.Now I am again posting this as same buy recommendation came on Business Line on Investment World yesterday.

Greaves Cotton Limited, a Rs. 1800 crore, multi-product, multi-locational company is one of the leading engineering companies in India with core competencies in diesel / petrol engines, gensets and construction equipment. The Company sustains its leadership through eleven manufacturing units which produce world class products backed by comprehensive marketing and service / parts network throughout the country.

Greaves Cotton Limited, established in 1859, is one of India's leading and well-diversified engineering companies. It manufactures a wide range of industrial products to meet the requirement of core sectors in India and abroad. The Company's core competencies are in Diesel / Petrol Engines, Gensets, Pumpsets and Construction Equipment.

The business operations of the Company are divided into various businesses strategically structured to ensure maximum focus on each business area and yet retain a unique synergy in the operations are-

Farm Equipment

Automotive Engines

Auxiliary Power

Construction Equipment

Industrial Engines

In the recent years, Greaves has made rapid strides towards globalisation. The Company exports several of its products to various countries.

Greaves has 11 Manufacturing Units located all over India, two overseas offices in U.K. and China and one subsidiary company in Germany. The Company's manufacturing plants are equipped with state-of-the-art production facilities, backed by in house R&D.

An extensive sales and service network manned by highly skilled and dedicated workforce keeps Greaves in touch with its customers anytime, anywhere.

Greaves cotton recently entered into Long Term Supply Agreement with Atul Autos

Greaves Automotive Engines Business, part of Greaves Cotton Limited, one of India's leading engineering companies, has entered into a Long Term Supply Agreement with Atul Auto Limited for supply of diesel engines for their 3 wheeled diesel vehicles. The Agreement comes into force with immediate effect and is for a period of seven years. Currently, Greaves engines power Atul Smart, Atul Shakti and Atul Gem vehicles plying across the country.

Greaves already have orders for Piaggio Ape three wheeler

Greaves Cotton Clinches Three-Wheeler Supply Deal With Mahindra,Tata And Piaggio

India's leading engineering company Greaves Cotton announced that it has inked a long-term pact with Mahindra for the supply of single cylinder engines for three-wheelers. In a filing to Bombay Stock Exchange, Greaves Cotton said that the agreement, which came into force with immediate effect was for five years. 
What is more, the firm will be the single source supplier for Mahindra's full needs of three-wheeled vehicles. Mahindra sells three-wheelers in the commercial vehicles segment and has so far sold 50,648 units in April-January period of this fiscal, up 39 percent from the corresponding period in the previous fiscal. 
It may be recalled that Greaves Cotton had earlier this month said it had won a ten year contract from Tata Motors as well for the supply of small diesel engines for half-tonne truck, Ace Zip that is likely to be rolled out in the first quarter of next fiscal. Besides that the company also supplies engines to a number of three-wheeler manufacturers. 
It supplies engines to Piaggio for its mini truck Ape and Greaves Cotton had signed an eight contract with the Italian firm. Apart from that, it also caters to the diesel engine requirements of other players in this segment including Piaggio, Atul Auto and the Lucknow based Scooters India. 

Keeping the company's pace with market and its long term client relation with India's reputed auto companies like Mahindra,Tata Motors,Piaggio,Atul Auto I strongly believe GREAVES COTTON is a multibagger investment bet at Rs.65 for next 5 years

KALE HITS YEAR HIGH AFTER MY BUY RECOMMENDATIONS

KALE CONSULTANTS after my buy recommendation on  15 AUG hit year high at Rs.221.I already advised to buy kale as some positive news and announcements happened in aviation sector.Kale is giving software and bpo service to Jet Airways,Spicejet and other airline company.As of now 34%  gained since 15 AUG 2012.

BOOKING PROFIT IN JPINFRA IN PORTFOLIO

Dear followers,
I am selling JPINFRA in my portfolio at 54 today as valuation is higher now.I added in portfolio at 47 rate 425 quantity.So returns in JPINFRA is 15% in forty days since buying.I prefer to keep Rs.22950 of jpinfra as liquid cash and my total holdings reduced to 4 shares and liquid cash of Rs.96292.Already exited profitable positions in DEN NETWORK,PETRONET,PFC,REC AND HCL.Now I am cautiously optimistic about market in near future and will do further buying after market cooling a little bit.
Here is my latest portfolio details including stocks and cash details

COMPANY	BUY RATE	BUY QTY	% HOLDINGS	SECTOR	TOTAL BUY VALUE	CMP	TOTAL VALUE
BAJAJ FINSERV	890	6	5	NBFC	5000	887	5322
STRIDES	800	6	5	PHARMA	4800	902	5412
KALE CONS	165	31	5	SOFTWARE	5115	208	6448
MARICO	190	27	5	FMCG	5130	202	5454
CASH IN HAND							96292
					100000		118928
					NET PROFIT=18928

                                                  THANK YOU

MY MARKET REVIEW REPORT

MY MARKET REVIEW TO CLIENTS

I AM HAPPY TO SEE THAT MY CLIENTS AND FOLLOWERS IN FACEBOOK AND BLOGGER ARE MAKING PROFIT AND SOME OF THEM TURNED INTO GOOD INVESTORS.THE FUND VALUE OF MY PORTFOLIO STARTED ON 15 AUG 2012 WITH Rs.100000 INCLUDING 10 STOCKS IS NOW Rs.120000 WHICH MEANS 20% RETURNS IN 40 DAYS.MY PORTFOLIO OUTPERFORMED SENSEX,NIFTY  AND MAJOR INDICES

NOW I WARN  MY CLIENTS AND  FOLLOWERS TO BECOME MORE CAUTION IN MARKET AS THERE IS SOME POLITICAL UNCERTAINITY  IN CENTRAL GOVT.THE CENTRAL GOVT PUSHED SOME IMPORTANT REFORMS LIKE FDI IN RETAIL SECTOR,HIKE IN DIESEL PRICE AND  FDI IN AVIATION.THESE ARE WELCOMED BY MARKET TO A GREAT EXTEND WHICH ZOOMED NIFTY TO 5700 LEVELS.SO ANY ROLL BACK IN THESE REFORM MEASURES WILL LEAD MARKET TO A BIG SELL OFF TO 5100 OR EVEN BELOW THAT.SO I ADVICE ALL TO BOOK TIMELY PROFIT

MAIN BENEFITIRIES DUE TO REFORM MEASURES 

RETAIL STOCKS LIKE PANTALOON,SHOPPERSSTOP,PROVOGUE AND TRENT WILL BE MAIN BENEFITIARIES OF FDI IN MULTI BRAND RETAIL.SO I ADVICE CLIENTS TO ADD THESE STCOKS IN PORTFOLIO.

SPICEJET,KFA WILL BE MAIN BENEFITIARIES OF FDI IN AVAIATION SECTOR.SO I RECOMMEND TO GO LONG IN THIS STOCKS.I AM NOT RECOMMENDING TO BUY JET AIRWAYS AS ONLY DOMESTIC CARRIERS WILL GET BENEFIT OF FDI

PFC,REC AND BHEL WILL BE IN NEWS DUE TO DEBT RESTRUCTURING IN STATE ELECTRICITY BOARDS.ALSO KEY IMPORTANCE WILL BE GIVEN TO POWER SECTOR IN COMING FIVE YEAR PLAN.SO I WISH TO ADD THOSE STOCKS IN PORTFOLIO FOR LONGER TERM

                    THANK YOU

INVESTING / TRADING IN STOCK MARKETS INVOLVE SUBSTANTIAL RISK ALSO THE VIEWS ON THE WEBSITE ARE VIEWS OF A GROUP OF INDIVIDUALS THUS INVESTORS / TRADERS / VISITORS / CLIENTS ARE REQUIRED TO CONSULT THEIR FINANCIAL ADVISOR BEFORE TAKING ANY ACTION ON BASIS OF ANYTHING WRITTEN ON THIS WEBSITE

FUND VALUE AS ON 26-09-2012

The current value of my portfolio started from AUG 2012 of Rs.100000 is now Rs.119025.There is a net profit of Rs.19025 which is 19% returns in this month. Following is the current portfolio holdings and its fund size as per today's market price.

COMPANY	BUY RATE	BUY QTY	% HOLDINGS	SECTOR	TOTAL BUY VALUE	CMP	TOTAL VALUE
HCL INFOSYS	40	625	25	IT & SOFTWARE	25000	43	26875
JP INFRATECH	47	425	15	CONSTRUCTION	20000	54	22950
BAJAJ FINSERV	890	6	5	NBFC	5000	840	5040
STRIDES	800	6	5	PHARMA	4800	907	5442
KALE CONS	165	31	5	SOFTWARE	5115	221	6851
MARICO	190	27	5	FMCG	5130	200	5400
CASH IN HAND							46467
					100000		119025
					NET PROFIT=19025

PORTFOLIO SHUFFLING 

So now I am selling 625 shares of HCLINFO at 43 per share as it gained 8%.HCL added in portfolio at Rs.40.Now  keeping an eye at volatility and expiry tomorrow, I am keeping cash in portfolio as such.So now there will be 5 stocks in portfolio and liquid cash of Rs.73342.Will review portfolio in coming day

                                                      THANKYOU