Originally posted by jstk
Not mentioning any value stocks here as time frame is generally not definite.
Purely from opportunity/growth perspective, I believe Dynamatic Technologies Ltd, an engineering products & services company will do very well.
Key business highlights:
1)Hydraulics:It is Asia’s largest manufacturer of Hydraulic Pumps and aiming to be in world top 3 by this year end ( it is currently no.5)
2)Aerospace: produces Airframe structures & precision Aerospace components.Doing lots of work for Indian defence & recently signed a MOU with the world largest Aircraft commercial airplance assemblies & component company Spirit Aerosystems ( Europe) for doing work for Airbus.
3)Fluid power systems including complex Aircraft ground support systems &Marine power packs
4) Foundry : produces high quality non ferrous alloy and castings for industrial, automotive & aerospace applications
5) Engineering R&D: their division Powermetric is an engineering services provider which includes product development cycle, delivery to market
All the above are related businesses.
post,JKM Daerim ( produces ferrous & non ferrous engine & transmission components) which is currently an approx 70% subsidiary becoming a 100% subsidiary, equity will be 4.8 cr & m/cap at current price of Rs.1500 will be 720 cr.
Mgmt quality is top notch and focussed on growth. |