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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
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chic_1978
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Quote chic_1978 Replybullet Posted: 25/Sep/2006 at 10:04pm
LLoyd Electric and Engineering
1)Business of heat exchangers,AC windows.
2) All OEM Customers including LG,samsung,
Blue star,Voltas,carrier,Hitachi,Emerson,Electolux,Whirlpoorl.
3)So whoever sells AC Lloyd is going to benefit.
4)Eps of 10.13 and PE of 12.88 as on 22 september.
5)Dividend of 10%.
6)52 week high 235 and 52 low 103
7)150 day average of 149 and 200 day average of 151
8)Lloyd Electric & Engineering Ltd has entered into a Memorandum
of Understanding (MOU) with Air International Transit Pty Ltd
(AITPL), an Australian based Company, for the designing,
manufacturing and supplying of AC package units to Metro Rail
Corporation in India.
9)Four MF hold the stock
Pru ICICI Emerging S.T.A.R.(G)
Tata Mid Cap Fund (G)
Tata Equity Opp. Fund (G)
Tata Pure Equity Fund (G)
10)Four Times Expansion plans.Lloyd Electric & Engineering Ltd has
increased its capacity for manufacturing air-conditioners from
50,000 units to 2,00,000 units in Kala Amb.Also they will set up
additional air-conditioner manufacturing facilities in Dehradoon,
Uttaranchal
happy & wise investing
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equity analyst
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Quote equity analyst Replybullet Posted: 26/Sep/2006 at 10:02pm
JF asset management has acquired 5,35,000 shares through block deal at 138 per share on 18-9-06.
"Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home."
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basant
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Quote basant Replybullet Posted: 26/Sep/2006 at 10:05pm
How much has the equity analyst acquired through open market purchases?
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Quote equity analyst Replybullet Posted: 26/Sep/2006 at 10:08pm
ha ha .Not much Sir
have bought some more at 135.But still avg is coming near 165.It has gone ex -dividend on 25Th sep. but i am upbeat on this company could surprise us on upsides.
"Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home."
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vivekkumar_in
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Quote vivekkumar_in Replybullet Posted: 03/Oct/2006 at 12:13pm
Hi Basantji,
  Can you compare Lloyd with Bluestar. With Retail spaces , Malls & Multiplexes expanding  & consumer spending increasing centralized  Air conditioning would be growth area.

Do you think Lloyd can become a significant player in that field ?

Regards,
Vivek
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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basant
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Quote basant Replybullet Posted: 03/Oct/2006 at 10:05am
Blue Star is a phenomenal concept. Given a choice I would prefer Blue Star almost all the malls use its centralised AC systems. The growth in malls/restaurants/multiplexes/offices over the next 3-4 years is surely going to create tremendous demand for the company's products. No doubt on that.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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kulman
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Quote kulman Replybullet Posted: 03/Oct/2006 at 11:13am
  1. Could someone let me know the website address for Lloyd Electric & Engg?
  2. Blue-Star is not only benefitting from Central A/Cs, but also from deep freezers, refrigerated display units in shopping malls--supermarkets, water coolers, bottle coolers etc.

 

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vivekkumar_in
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Quote vivekkumar_in Replybullet Posted: 04/Oct/2006 at 10:31pm
Basantji,
  Can you please perform a  study and publish  for us Bluestar.
It is a Retail Boom - Consumer Durables Story..

Regards,
Vivek
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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