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Identifying Multibaggers
The Equity Desk Forum :Market Strategies :Identifying Multibaggers

Topic: The Multibagger portfolio

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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 01/Oct/2006 at 1:01pm
	I have put down my choice of the multibagger portfolio in the section The Equity Desk XI vs. The Indian Cricket XI
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catcall Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 1076	Posted: 01/Oct/2006 at 11:10am
	My best picks would be as below: 1) BHEL 2)Suzlon 3)Havell'sIndia 4)Patel Engg 5)L&T The above stocks have been recommended due to the following reasons: a)Clear Growth Visibility b)Leadership in their areas c)Part monopoly is thier own spheres (e.g.Patel Engg has mpnopoly is the sphere of micro tunneling in Inda) d) Sector itself is likely to outperform the indix in the long run. Meanwhile on TV 18, the comany directors including it's CFO has sold 1.25 lac shares in the open market. should one reac something into it?
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manishdave Senior Member Joined: 05/Aug/2006 Location: India Online Status: Offline Posts: 1371	Posted: 02/Oct/2006 at 10:26am
	I would bet on Taneja. Industry is growing fast and this company is in several segments. It is partner with HAL in some projects. Airbus/Boeing have obligation to buy aero components from India aginst their sale. This ensures growth of composit components. There are not lot many players so few of them will share the benifit.
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investor Senior Member Joined: 06/Sep/2006 Online Status: Offline Posts: 1745	Posted: 03/Oct/2006 at 12:04pm
	catcall, do you think suzlon can be a multibagger even from current levels?
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 03/Oct/2006 at 12:54pm
	While I am not too sure of a ten bagger in Suzlon Energy the stock does have the potential to go up 3-4 times from these levels. The company is tripling capacity over the next two years and that should triple revenues - on plain arithmetic. The market cap is very rich though but it is the growth that should take it up.
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kishan Newbie Joined: 27/Sep/2006 Online Status: Offline Posts: 30	Posted: 03/Oct/2006 at 12:58pm
	My Multibagger list would be -> 1) Aptech - Has been down for a while but turn around has been happening in past few quarter. Used its cash accumulates to buy a company. Its been rated as No.1 in chinese educatational system. If it does a foray into education like Educomp, this would be an instant hit. Top managment consists of RJ & his team, Ramesh S Damani,.. 2) TTML - comments already provided. Beaten down stock yet to see turn around but with huge management BRAND, it will do good. 3) PRAJ - In Ethanol. Has been one of the core of portfolios of RJ. He recently added the same due to interest generated by Vinodh Khosla, VC and founder of Sun. Government of India allowing Ethanol blending in petrol is a good sign for companies like PRAJ. (Do let me know if there are any similar stocks running on Ethanol's future).
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catcall Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 1076	Posted: 09/Oct/2006 at 10:12pm
	Dear Investor, Yes, i do think that suzlon can be a multibagger even at these levels. for one thing, there is a heavy order book position, indicating greak top line visiblilty. the low cost of manufacturing adds to the bottom line. The company is at present the thrid in terms of market capitalsiaton. While the tremors in oil prices maynot affect indian companies so much due to subsidies, the western world and Japan is hell bend on decreasing thier oil consumption thru alt. fuel sourcing and this business in which suzlon is developing a niche for itself is not likely to die down in a hurry. the company is going in for backward integration, into gearbox technology and integrated high efficiency blade design from europe, which will be a great help to the companys fortune in the long run. so though the script may seem overvalued on an FY07 basis, it seems to fulfil all the criteria of a multibagger and the higher PE would seem justified.
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investor Senior Member Joined: 06/Sep/2006 Online Status: Offline Posts: 1745	Posted: 09/Oct/2006 at 9:15am
	thanks catcall, i do have it on my watchlist and planning to buy on dips.
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