Wonderla Holidays Ltd Update

We recommend at 253 on 13th Aug 2014 Today reached 355 We recommend short term traders to book profit in this company. 

Wonderla Holidays Ltd - Hidden Gem - Buy

Wonderla Holidays ltd started in the year 2002 at kochi for amusment park and resorts, and in 2009 they opened another amusment park at Bangalore, After 2009 they started good revenue from bangalore amusment park, 75 % of their Revenue comes mainly from their Bangalore We see this company revenue improving year and year this is the only amusment park listed in NSE & BSE, Compare with other listed companies in the same sector country club WHL value is cheap. Another milestone for this company they are going to start another amusment park at Hyderabad, After the commencement of Hyderabad unit we can expect its revenue can increase to three hold.

Mar13	Mar12	Mar11	Mar10	Mar09
Income :
Operating Income	137.85	113.13	89.64	68.87	62.36
Expenses
Material Consumed	7.22	4.75	4.17	3.64	3.17
Manufacturing Expenses	20.73	16.96	12.39	11.45	10.40
Personnel Expenses	27.42	20.75	13.81	11.21	9.88
Selling Expenses	0.00	0.00	0.00	0.00	0.00
Adminstrative Expenses	19.64	15.18	13.34	11.34	11.19
Expenses Capitalised	0.00	0.00	0.00	0.00	0.00
Cost Of Sales	75.01	57.64	43.71	37.64	34.65
Operating Profit	62.84	55.50	45.94	31.23	27.71
Other Recurring Income	1.32	1.39	1.57	0.89	0.95
Adjusted PBDIT	64.16	56.89	47.51	32.11	28.66
Financial Expenses	2.23	1.13	3.90	5.78	7.64
Depreciation	11.85	11.56	11.83	11.83	11.73
Other Write offs	0.00	0.00	0.00	0.00	0.00
Adjusted PBT	50.09	44.20	31.78	14.50	9.30
Tax Charges	16.61	14.33	11.06	5.12	-1.73
Adjusted PAT	33.48	29.87	20.72	9.38	11.03
Non Recurring Items	0.00	0.00	10.80	0.00	0.00
Other Non Cash adjustments	0.00	0.00	0.00	0.00	0.00
Reported Net Profit	33.48	29.87	31.52	9.38	11.03
Earnigs Before Appropriation	78.43	54.49	34.18	9.38	11.03
Equity Dividend	5.23	5.28	5.28	0.00	0.00
Preference Dividend	0.00	0.00	0.00	0.00	0.00
Dividend Tax	1.07	1.02	1.02	0.00	0.00
Retained Earnings	72.13	48.19	27.88	9.38	11.03

Source Dion Global Solution ltd

This stock is listed in both NSE & BSE Cmp 253 TGT 400 in short term view

TVS Motor Company Ltd - Mulitbagger Buy

TVS Motor company Ltd we all well know about this company. This company faced huge challange for the past 4 Years, For the last 1 year company vehicle sales started improving mainly in its scotter segment and its Share increased from 12.7 to 16.9 % as on lastest till Mar 2014 sales.  We believe comparing with its peer company, it can do well in the next few years.  TVS Motor Company Ltd. - Profit & Loss

Mar14 Mar13 Mar12 Mar11 Mar10 Income :  Operating Income  7961.85 7065.00 7126.20 6179.48 4363.11 Expenses  Material Consumed  5719.07 5145.98 5315.29 4662.62 3171.71 Manufacturing Expenses  79.81 90.45 89.77 116.22 90.99 Personnel Expenses  476.11 407.13 370.11 328.69 251.39 Selling Expenses  0.00 0.00 0.00 595.37 501.51 Adminstrative Expenses  1208.76 1012.41 881.66 172.22 138.15 Expenses Capitalised  0.00 0.00 0.00 0.00 0.00 Cost Of Sales  7483.75 6655.97 6656.83 5875.12 4153.75 Operating Profit  478.10 409.03 469.37 304.36 209.36 Other Recurring Income  30.21 23.84 21.71 131.48 79.36 Adjusted PBDIT  508.31 432.87 491.08 435.84 288.72 Financial Expenses  25.40 48.04 57.09 70.30 75.36 Depreciation  131.65 130.41 117.53 107.25 102.53 Other Write offs  0.00 0.00 0.00 0.36 1.95 Adjusted PBT  351.26 254.42 316.46 257.93 108.88 Tax Charges  90.91 47.56 67.39 53.51 -11.84 Adjusted PAT  260.35 206.86 249.07 204.42 120.72 Non Recurring Items  1.28 -90.84 0.00 -9.84 -32.71 Other Non Cash adjustments  0.00 0.00 0.00 0.00 0.00 Reported Net Profit  261.63 116.02 249.07 194.58 88.01 Earnigs Before Appropriation  585.44 400.92 384.54 228.70 121.03 Equity Dividend  55.50 48.53 51.76 44.06 28.51 Preference Dividend  0.00 0.00 0.00 0.00 0.00 Dividend Tax  11.01 8.49 10.01 8.21 4.36 Retained Earnings  518.93 343.90 322.77 176.43 88.16

  Source: Dion Global Solution Ltd.

The company trading in both the exchanges CMP 151 Tgt 300 for short term view Rs.1000 for the longer term view.

Gujarat Pipavav Port Ltd - Dark Horse- Buy

Gujarat Pipavav Port Ltd ( GPPL) is a leading container handling company in india company started its operation in the year 1992, APMTHL and Maersk India acquired 13.5% of the then shareholding of our Company. APMTHL transferred its shareholding in our Company to APM Terminals Mauritius Limited, one of the Promoters of this Company, in October 2005.

Company mainly handling of container cargo, bulk cargo and liquid cargo.  GPPL main business comes from APM terminal and maersk india.  Company suffered loss till 2010, GPPL financial performance and its business started improving year on year. We expect company profitability will improve to 1000 crore in the next 2 to 3 years.

Gujarat Pipavav Port Ltd. - Annual Results

Dec 13 Dec 12 Dec 11 Dec 10 Dec 09 Net Sales/Income from operations 473.65 371.54 366.19 283.93 220.71 Other Operating Income 44.29 44.49 30.58 0.00 0.00 Total Income From Operations 517.94 416.03 396.77 283.93 0.00 EXPENDITURE Increase/Decrease in Stocks 0.00 0.00 0.00 0.00 0.00 Consumption of Raw Materials 0.00 0.00 0.00 0.00 0.00 Purchase of Traded Goods 0.00 0.00 0.00 0.00 0.00 Power & Fuel 0.00 0.00 0.00 0.00 0.00 Employees Cost 42.05 36.08 34.14 27.18 24.69 Depreciation 60.78 54.94 55.78 49.27 45.76 Excise Duty 0.00 0.00 0.00 0.00 0.00 Admin. And Selling Expenses 0.00 0.00 29.29 25.31 35.17 R & D Expenses 0.00 0.00 0.00 0.00 0.00 Provisions And Contingencies 0.00 0.00 0.00 0.00 0.00 Exp. Capitalised 0.00 0.00 0.00 0.00 0.00 Other Expenses 219.05 197.23 150.53 114.05 110.58 P/L Before Other Inc. , Int., Excpt. Items & Tax 196.05 127.78 127.04 68.12 0.00 Other Income 16.76 14.60 15.25 8.14 0.66 P/L Before Int., Excpt. Items & Tax 212.81 142.38 142.29 76.26 0.00 Interest 37.42 68.41 85.19 127.14 115.68 P/L Before Exceptional Items & Tax 175.38 73.96 57.10 -50.89 0.00 Exceptional Items 16.38 0.00 0.00 0.00 0.00 P/L Before Tax 191.77 73.96 57.10 -50.89 0.00 Tax 0.00 0.00 0.00 0.00 0.09 P/L After Tax from Ordinary Activities 191.77 73.96 57.10 -50.89 0.00 Prior Year Adjustments 0.00 0.00 0.00 0.00 0.00 Extra Ordinary Items 0.00 0.00 0.00 -3.83 -5.80 Net Profit/(Loss) For the Period 191.77 73.96 57.10 -54.72 -116.39 Equity Share Capital 483.44 483.44 423.56 423.56 314.86 Reserves Excluding Revaluation Reserves 920.07 728.30 1143.95 1143.95 773.14 Equity Dividend Rate (%) 0.00 0.00 0.00 0.00 0.00 EPS Before Extra Ordinary Basic EPS 3.97 1.64 1.35 -1.45 0.00 Diluted EPS 3.97 1.64 1.35 -1.45 0.00 EPS After Extra Ordinary Basic EPS 3.97 1.64 1.35 -1.56 0.00 Diluted EPS 3.97 1.64 1.35 -1.56 0.00 Public Share Holding No Of Shares (Lakhs) 2755.36 2755.36 2414.07 2414.07 1327.12 Share Holding (%) 56.99 56.99 56.99 56.99 42.15 Promoters and Promoter Group Shareholding a) Pledged/Encumbered - Number of shares 0.00 207903931.00 182152360.00 182152360.00 0.00 - Per. of shares (as a % of the total sh. of prom. and promoter group) 0.00 100.00 100.00 100.00 0.00 - Per. of shares (as a % of the total Share Cap. of the company) 0.00 43.01 43.01 43.01 0.00 b) Non-encumbered - Number of shares 2079.04 0.00 0.00 0.00 0.00 - Per. of shares (as a % of the total sh. of prom. and promoter group) 100.00 0.00 0.00 0.00 0.00 - Per. of shares (as a % of the total Share Cap. of the company) 43.01 0.00 0.00 0.00 0.00 PBITOE margin (%)/ Operating profit Margin (%) 37.85 30.71 32.02 23.99 0.00 PBTE Margin (%) 33.86 17.78 14.39 -17.92 0.00 PBT Margin (%) 37.02 17.78 14.39 -17.92 0.00 PAT Margin/ NP Margin (%) 37.02 17.78 14.39 -19.27 -52.74

Source : Dion Global Solution ltd.

Company trading both NSE and BSE CMP 145 we are expecting target of 300 in short term view.