Oct 6, 2015

Keerthi Industries: Value and Growth Stocks

Buy Keerthi Industries from Cement space. It also has printed Circuit Board business. It has work for defense project in printed board segment. So, defense is an extra trigger for this stock.

CMP: 181.

It's profit margin is very good. Operating profit is like biggies. But, this company is a small capacity in cement space. Its location near Andhra, Telangana region making it a good pick. In that region, Cement capacity is better utilized from few months. Full revival at India level in cement space is still to come. But overall, revival is not far for cement space.
Aug 17, 2015

Cosmo Films: Value and Growth Stocks

Cosmo films posting good number on quarterly basis. It is in packaging films business. Some products are like Arrow Coated Products. Manufacturer of bi-axially oriented polypropylene films (BOPP) and thermal films.
The Company also exports BOPP film from India. Its state-of-art manufacturing units are located in India, Korea and the United States. It is trying to improve its business in USA.

Reliance Mutual Fund has small holding in Cosmo Films.

Debt/Equity: 0.96

Stock P/E: 4.83
Price to Sales: 0.21
Price to book value: 0.72