Ramco Systems - Joins Hands With Corbus

Ramco Systems - Corbus & Ramco Establish Global Partnership That Enhances Business Value

Ramco Systems Ltd has announced that Corbus and the Company on October 09, 2007 has announced a global partnership that significantly enhances business value delivered to its customer through improvement in their supply chain management.

The two companies are committed to provide a completely integrated, world-class solution that combines technology and outsourcing expertise and offered at extremely competitive price points. The partnership places Corbus amongst few companies world-wide to offer procurement outsourcing solutions on a SOA based technology platform.

"Our proven technology expertise combined with procurement outsourcing experience of Corbus promises a powerful value proposition for customers seeking flexible, reliable yet cost-effective solutions" says Guru Prasad, President, Global Consulting at the Company.

Source : Bombay Stock Exchange

Micro Tech - Providing Security To Shops

Micro Technologies Launches An Innovative Shop Security System

Micro Technologies India Ltd has announced that the Company has unveiled their new and innovative product; Micro SSS (Shop Security System) by the hands of Commissioner of Police, Navi Mumbai, Mr. Ramrao Wagh (IPS). Micro Shop Security System provides security solution to retailers and shop owners. Micro SSS can be used to secure shops and provides a beneficial solution to the rising incidence of theft and vandalism on retail premises.

Micro SSS is an advanced shop security system that also uses GSM/ CDMA technology to warn its customers of various safety concerns on their premises such as unauthorized access, intrusions, power failure etc. Upon receiving information from the sensors, this system alerts the registered user of any unwanted access to their premises by sending a SMS Alert Message to their mobile phone anywhere in the world. With highest number of retail outlets in the world, India's growing retail sector is also facing a huge challenge in the form of rising security and safety concerns. Micro SSS is a much needed security solution to mitigate the growing incidences of crime in shops and retail stores, This solution has complete answer to thwart any crime on retail premises.

The expanding retail markets have increased the need for security and with this product retailers will be at ease when they are away from their premises. In addition, Micro SSS will reduce the need for security guards and security checks in retail stores, allowing for a better shopping experience for the customers.

In addition, Micro SSS offers a variety of key features and benefits for retailers, which also includes fire sensors, motions Sensors, with dynamic features like wireless door sensor, wireless shutter sensor, panic switch, Siren, battery backup, remote key chain etc. Also, some of the upcoming features of this technology include event recording, web interface and live viewing system.

Source : Bombay Stock Exchange

Jain Irrigation - Spreading Reach

Jain Irrigation To Set Up New Plants

Jain Irrigation would invest around Rs 40-50 crore to set up a pipes and drip irrigation manufacturing facility in Tamil Nadu and another in North India in the next six months.

The facility in TN would entail an investment of around Rs 20 crore and will come up shortly while the one to be set up in North India would take shape in about six months’ time, Jain Irrigation’s Managing Director Anil Jain told PTI here. “This will help us to not only increase our capacity but also extend our footprint nationally,” Jain said.

The Maharashtra-based Jain Irrigation had recently set up one such facility in Hyderabad at an investment of Rs 30 crore. The Rs 1,300-crore Jain group, which is also engaged in food and fruits processing, plans to set up a processing plant in North India within the next 6-9 months.

“We plan to set up a plant in the agri-belt of North India. We will be identifying the location soon,” Jain said.

The company already has two processing plants in Jalgaon in Maharashtra and in Chittoor in Andhra Pradesh. The processing unit is estimated to entail an investment of around Rs 30-40 crore and is likely to be set up in either Punjab, Haryana or Uttaranchal.

Jain Irrigation’s future strategy will be to continue its focus on its core businesses of drip irrigation and food and fruits processing.

Source : Business Standard

Performance Of Stocks Recommended

Report Card For September 2007

A New Comprehensive List

What a joyful ride it has been since I started this blog. Well! I know that I am a Richer and Happier man but did YOU follow my blog? It has been a relatively good year for Midcaps & Smallcaps and most of my recommendations are from Mid & Small Caps basket. I am a firm believer that Midcaps with good management and fundamentally strong Balance Sheet give maximum return over a longer period of time. My faith in Peter Lynch has been reinstated again and again.

It’s almost two years since I started this Blog and High Time to tweak the portfolio. Hence, The Comprehensive List has been edited with some Addition and Deletion. It also includes stocks recommended by me during the year.

1. 3i Infotech 95.50 (Ex Bonus)
2. ABC India 47.75
3. Aditya Birla Nuvo 868.30
4. Adlabs 340.65
5. Aftek Infosys 115.65
6. Agro Tech Foods 125.10
7. Alps Industries 82.00 (Ex Bonus)
8. Amara Raja Batteries 38.60 (Ex Split)
9. Asahi India 120.00
10. Ashapura Minechem 220.00
11. Aztec Software 185.20
12. Balaji Amines 113.65 (Ex Bonus)
13. Batliboi 52.35 (Ex Split)
14. Bilcare 640.05
15. Biocon 493.75
16. VIP Industries 120.00
17. Centurion Bank 21.55
18. Clutch Auto 125.00
19. Crest Animation 141.10
20. Crew B.O.S. 172.30
21. Deep Industries 30.00
22. Elder Pharma 262.80
23. Emami 127.25
24. Encore Software 30.15
25. Entertainment Network India Ltd. 256.95
26. FCI OEN Connectors 407.55
27. Federal-Mogul Goetze (India) Ltd. 315.55 (Ex Right)
28. Flex Industries 101.90
29. Gateway Distripark 220.75 (Ex Bonus)
30. Genus Power 156.85
31. GHCL 140.00
32. Gillete 871.55
33. Gitanjali Gems 229.70
34. Greenply 94.75
35. Hikal Ltd. 351.40
36. Hind Org Chemicals 40.85
37. Hind Sanitary 105.00
38. Hitachi Home 87.00
39. Honeywell Automation 1,088.45
40. Hotel Leela 66.90
41. Hyderabad Industries 260.00
42. India Cements 221.60
43. India Infoline 162.00
44. Infomedia India 178.55
45. Inox 144.45
46. International Combustion 335.00
47. ITC Ltd. 142.00
48. IVRCL Infra 146.80 (Ex Split)
49. Jagran Prakashan 210.80 (Ex Bonus)
50. Jain Irrigation 243.00
51. Jindal Stainless 97.40
52. JK Cement 197.70
53. JK Paper 62.00
54. Jyoti Structures 67.15 (Ex Split)
55. Kajaria Ceramics 45.70
56. Linc Pen 40.05
57. Macmillan 368.95
58. Madhucon Projects 300.00
59. Magma Leasing 165.00
60. Man Industries 192.00
61. Medicaps 92.00
62. Micro Technologies India Ltd. 261.70
63. Mirc Electronics 21.90
64. Navneet Publication 58.00
65. NIIT Tech 125.10 (Ex Bonus)
66. Northgate Technologies 505.55 (Ex Bonus)
67. NRB Bearings 91.80 (Ex Split)
68. Orchid Chemicals 210.00
69. ORG Informatics 172.55
70. Pantaloon Retail 299.35 (Ex Right & Ex Split)
71. Patel Engineering 347.95
72. Pokarna Ltd. 166.75
73. PSL Limited 277.85
74. Punj Lloyd 210.00
75. R S Software 116.45
76. Rajshree Sugar 140.00
77. Ramco Industries 1,400.00
78. Ramco Systems 317.25
79. Ramkrishna Forgings Ltd. 142.50
80. Ranbaxy Labs 362.35
81. Ratnamani Metal 270.60
82. Raymond 403.95
83. Reliance Energy 483.55
84. Reliance Infra 293.80
85. Sangam India 67.10
86. Saregama India 226.60
87. Savita Chemicals 226.80 (Ex Bonus)
88. Shashun Chemicals 84.35
89. Shipping Corp. 162.85
90. Shriram Transport Finance Company Ltd. 136.75
91. Simplex Infrastructure 300.20 (Ex Split)
92. SKF India 304.95
93. South East Asia Marine 175.00
94. SPEL Semiconductor 21.05
95. Spicejet 82.45
96. SREI Infrastructure Finance Ltd. 63.25
97. Sterling Holiday 70.52
98. Suashish Diamonds 104.60
99. Subhash Projects & Marketing Ltd. 230.00
100. Surya Pharma 140.65
101. Surya Roshni 64.15
102. Suven Life Sciences 19.75 (Ex Split & Ex Bonus)
103. Tata Elxsi 262.00
104. Tata Steel 380.30
105. Tata Tea 723.90
106. Transport Corporation of India 55.80 (Ex Split)
107. TTK Prestige 127.45
108. TV 18 389.30 (You also got Network 18 after my Recommendation.. keep it)
109. UB Holdings 262.40 (Ex Bonus)
110. United Spirits 496.75 (You also got McDowell Holdings after my Recommendation.. keep it)
111. Usha International 290.55
112. Vadilal Industries 27.00
113. Viceroy Hotels 112.00
114. Voltas 103.50
115. Wockhardt 445.00
116. WS Industries 60.10
117. Yes Bank 68.55
118. Zicom 145.00
119. Zodiac Clothing 294.95

Besides, I am also tracking Aegis Logistics, LIC Housing, Marico, Southern Iron & Steel, Tayo Rolls, BL Kashyap, Sobha Developers, Parsvnath & Dolphin Offshore. These stocks can also be considered as my favourites, I am not recommending them at this point of time because I am not comfortable with the price at which they are trading. I sincerely urge all the visitors to do their homework thoroughly before buying any stock and if you feel comfortable then buy it. As I said earlier, I am not a good timer of market. Everybody knows that a correction is eminent, but when it will happen, nobody knows. I lost several opportunities in above mentioned stocks because I was waiting for a correction. All I can say is that the stocks mentioned above are good companies in good businesses with good fundamentals. Its the entry price I am not sure about.

Those who want a complete assessment of my recommendations may download this MS Excel File. Report Card.

HAPPY INVESTING