PORTFOLIO

CONSTRUCTION
ASSIGNMENT

SUBMITTED TO:BY:-

SUBMITTED

PROF. MONIKA CHOPRA

AGIWAL(059)

KESHAV

GAURAB
RAKSHIT(018)

INDEX

OUR PORTFOLIO CONSISTS OF FOLLOWING COMPANIES WITH RESPECTIVE WEIGHTS

AND EXPECTED RETURN FROM THE PORTFOLIO AND SD HAS BEEN MENTIONED.

AS PER DOWS THEORY, PRIMARY MOVEMENTS HAVE BEEN CONSIDERED FOR

TECHNICAL ANALYSIS
MONTHLY AVERAGE CONVERGENCE/DIVERGENCE

Industry Sector wise P/E ratio and growth

INDUSTRY SECTOR

P/E

GROWTH (%)

Textile
Automobile
Financial Services
Chemical
Engineering / Capital
goods
Pharmacy

18.57
28.87
22.37
47.57
21.79

13.78
7.44
17.21
13.12
11.17

24.42

33.33

Stock wise ratios

Stocks

P/E

NPM (%)

DIVIDEN
D (%)

MARKET
CAP

EPS

KPR MILLS
MARUTI
SUZUKI
CAN FIN
HOMES LTD

18.8
73.71

18.03
3.19

100
700

4183.93
163153.44

59.05
73.70

25.21

16

100

4404.28

65.61

AARTI
INDUSTRIES
LTD
SRIKALAHAS
THI PIPES
GVS
PHARMA

48.27

9.2

170

5055.88

30.30

27.03

13.65

50

1179.8

42.21

33.89

18.77

50

1569.38

6.36

KPR MILLS
BASIC INFORMATION
KPR has one of the largest vertically integrated manufacturing capacities in India
producing Superior Quality Readymade Knitted Apparel; Fabrics; Compact, Melange,
Carded & Combed Yarn. The integrated manufacturing operations enable the
Company to better customize the products as per Client specifications and provide
consistent quality assurance in a cost-effective manner.
STARTED IN 1984 AND LISTED IN 2007
TRADED ON NSE AND BSE
TEXTILE INDUSTRY
P/E = 18.8
MARKET CAP 4183.93
DIV 100%
NPM=18.03%
EPS=59.05

CURRENT SCENARIO
KPR MILL PLANS TO DOUBLE GARMENT CAPACITY FROM 59 MILLION TO 95 MILLION
AND WILL BECOME THE LARGEST PRODUCER OF GARMENTS IN INDIA AND DAILY
CAPACITY FROM 25MT TO 50MT

TECHNICAL ANALYSIS
may

June

july

trading price
822.8
941.2
1085.
5
5
85
1092.
866.2
951.6
45
1080.
876.7
951.8
8
1081.
908.1
934.3
05
951.8
1067.
899.5
5
45
898.6
930.2
1082.
5
5
35
875.5
936.1
1079.
5
5
9
879.4
915.3
1082.
5
5
6
1085.
903
928.6
65
1102.
905.8
918
1
932.8
1081.
5
930.2
2
937.9
1108.
935.2
5
65
938.0
1090.
5
922.1
6
909.7
910.1
1079.
5
5
3
904.4
952.4
1103.
5
5
5
1067.
908.5
948
4
1044.
819.1
981.9
75
898.9
5
985.3
1051
1040.
1078.
906.7
65
25
902.7
1058.
1106.
5
45
45
913.1
1051.
5
85
974.3
1067.
5
25

mean of trading price

std dev of trading
price
growth rate
expected return
std %

977.75
47
83.787
8
34.47
%
1234.6
96
8.57%

MARUTI SUZUKI
BASIC INFORMATION
STARTED IN 1982, MARUTI SUZUKI IS LEAEDER IN AUTOMOBILE INDUSTRY,
CREATING CUSTOMER DELIGHT AND SHAREHOLDERS WEALTH.
STARTED IN 1982
AUTOMOBILE INDUSTRY
EPS=73.70
P/E=73.31
MARKET CAP 163153.44
DIV 700%
NPM=3.19%
CURRENT SCENARIO

WITH THE INTRODUCTION OF NEW CARS IN THE MARKET, DEMAND AND RESULTS
OF BREZZA BALENO AND SCROSS CAN BE SEEN. HIGH DEMAND LEADING TO
BETTER PROFIT MARGINS. SETUP OF ANOTHER MANUFACTURING PLANT OF BREZZA
SO AS TO REDUCE WAITING TIME FOR CUSTOMERS.
BRING STABILITY IN PROTFOLIO

TECHNICAL ANALYSIS
may

june
july
trading price

3829.
55
3816.
5
3809.
2
3840.
05
3819.
5
3856.
2
3846.
95
3889.
85
3844.
6
3880.
3
3949.
15
3949.
2
3926.
85
3947.
05
3911.
55
3891.
4
4053.
6
4117.
15

4161.
65
4183.
85
4220.
1
4135.
15
4143.
2
4160.
45

4165.
8
4170.
5
4170.
15
4140.
95
4155.
05

4169
4117.
6
4135.
5
4104.
55
4207.
1

4370
4320.
1
4425.
55
4463.
8
4459.
5
4486.
4
4468.
1

4084
4109.
9
4134.
15
4157.
9
4149.
4
4162.
65
4069.
9

4273

4416
4413
4550.
6
4558.
85
4762.
7

4141.
35
4073.
15
4167.
9
4167.
9

4073.
75
4129.
25
4185.
15
4185.
15

4755.
2
4755.
2

mean of trading price

std dev of trading price
growth rate
expected return
std %

4158.6
4
237.54
76
24.17
%
5262.3
06
5.71%

CAN FIN HOMES LTD

BASIC INFO
CanFin Homes Ltd, set up under the sponsorship of Canara Bank, was incorporated
in the year 1987, "The International Year of Shelter for the Homeless".The main
objective of setting up the company was, promoting home ownership and as well,
increasing the housing stock in the country. It is the first housing company to be
promoted by a nationalized bank in India.
The Company is offering a range of loan products, housing loans as well as nonhousing loans, at competitive interest rates and designed to suit the needs of the
customer.
TRADED ON NSE AND BSE

P/E = 25.21
MARKET CAP 4404.28
DIV 100%
EPS=65.61
NPM=16%
TECHNICAL ANALYSIS
MULTIBAGGAR STOCK, HIGH LOANS DISBURSED IN KMP HIGHWAY PROJECTS
may

june
july
trading price

1231.
95
1269.
8
1233.
95
1192.
05
1182.
1
1182.
05
1179.
15
1167.
75
1188.
45
1218.
75
1217.
85
1214.
4
1216.
5
1199.
55
1184.
4
1166.
2
1136.
7

1207.4
5
1195.8
5
1214.8
5
1239.5
1220.0
5
1215.6
1200.5
5
1175.6
5
1184.8
5
1183.3
8
1185.6
5
1180.1
5
1160.9
5
1155.0
5
1148.5
1124.8
5
1151.4
5

1221.
95
1213.
8
1188.
9
1204.
65
1217.
9
1220.
35
1226.
75
1220.
05
1234.
05
1253.
15
1245.
05
1242.
35
1273.
75
1260.
45
1279.
25
1294.
6
1299.
4

1142.
25
1165.
7
1171.
55
1173.
3
1207.
7

1162.4
51
1167.8
1173.1
5
1222.0
5
1222.2
5

1304.
5
1324.
8
1341.
5

mean of trading price

std dev of trading
price
growth rate 3 months
Investment price
expected return
std %
current price as on
04.09.2016

1209.3
96
45.441
7
8.89%
1318
1357.0
13
3.76%
1536.2
5

AARTI INDUSTRIES LTD

Aarti has started its operations in the year 1975 in the name of alchemie labs in a
small of way with a single product namely Dimentylsulphate.
Today Aarti is One of the leading supplier to global manufacturers of Dyes,
Pigments, Agrochemicals, Pharmaceuticals & rubber chemicals. Aarti has acquired
world-class expertise in the development & manufacture of these chemicals. Aarti is

amongst the largest producers of Benzene based basic and intermediate chemicals
in India. It has corporate office in Mumbai & representatives in U.S.A & Europe .
TRADED ON NSE AND BSE
CHEMICAL MANUFACTURING
MARKET CAP 5055.88
DIV 170%
NPM=9.2%
EPS=30.30
P/E = 48.27
CURRENT SCENARIO
EXPANSION FROM 450 TPM TO 1000 TPM. EXPECTATIONS TO REACH FULL UTILIZATION CAPACITY IN
1-2 YEARS. OTHER KEY EXPANSION PROJECTS IN PIPELINE SUCH AS NITRO TOULENE AND COGENERATION POWERPALNTS.

TECHNICAL ANALYSIS

may

june
july
trading price
536.4
525.0
5
515.5
5
532.5
512.1
536.7
5
5
5
538.2
534.8
507
5
513.7
526
5
535.6
513.2
531.4
5
531.9
536.7
522.8
508.3
5
500.1
514.1
5
532.5
505.1
498.7
531.6
521.8
499.6
5
5
539.7
297.6
533.0
522.1
5
5
501.1
513.3
5
530.8
500.7
509.7
5
524.1
506.8
497.6
530.9

512.2
5
508.2
502.1
5
504.1
5
510.1
513.9
516.3
516.3
5
518.1

498.3
5
501.1
501.5
498.4
5
496.5
5
503.4
5
498.9
5

531.3
558.8
554.3
556.5
6
558
553.5

524.6
519.5
5

mean of trading price

std dev of trading
price
growth rate 3 months
Investment price
expected return
std %
current price as on
04.09.2016

516.28
51
32.606
46
3.18%
561.55
567.50
24
6.32%
617.15

SRIKALAHASTHI PIPES LTD

BASIC INFO
Srikalahasthi Pipes Limited SPL (Formerly Lanco Industries Limited is one of the
leading manufacturers of Ductile Iron Pipes (DI Pipes) having the manufacturing
facility in Rachagunneri village on Tirupati Srikalahasthi Road, Srikalahasthi
Mandal, Chittoor Dist. Andhra Pradesh. The integrated facility comprises of
Backward and Forward integration units in a centralized complex spread over 200
acres.
D.I. pipes are supplied to various Water Boards, PHED, Municipal Corporations, MES,
Railways and Turnkey Contractors across the country for their Water Infrastructure
Projects which is the thrust area of the Govt. of India.
TRADED ON NSE AND BSE
DUCTILE IRON PIPES MANUFACTURING
MARKET CAP 1179.8
DIV 50%
NPM=13.65%
EPS=42.21
P/E =27.03

CURRENT SCENARIO
MULTIBAGGAR
TECHNICAL ANALYSIS
may

June
july
trading price

260.5
260.1

242
243.3
5

256.4
262.8
262.9

239.5
240.5
238.5

268.1

255.3

267.1

251.2

268.8

251.7

258.7
5
267.7
5
273.7
5
281.9
283.6
281.9
5
276.7
5
278.4
5

262.2
262.7
259.4
259.9
257.4
253.3
245.8
240.4
5
227.7
5
230.6
5
229.4
246.1
243.3
244.4
5

246.5
244.0
5
249.9
5
258.5
5
255.3
253.7
5
254.0
5

273.3

252.3

341.5
328.7
5

250.1
247.1
247.3
5
248
250

278.6
278.5
278.8
5
283.7
298.2
311.7

330
327.7
5
316

256.9

mean of trading price

std dev of trading
price
growth rate
std %
current price as on
04.09.2016

263.98
75
24.915
81
21.31
%
9.44%
293.95

BLISS GVS PHARMA

BASIC INFO
Bliss GVS is a fast-growing Pharmaceutical Company with a proven track record of
developing, manufacturing and marketing high quality pharmaceutical formulations
at affordable prices for the global market. THEY are a public limited company listed
on Indias National Stock Exchange and Bombay Stock Exchange with more than
three decades of industry expertise.
THEY are among the world leaders in Suppositories and Peccaries dosage forms with
one of the largest portfolios in this segment. Over the last decade, THEY have
acquired definitive know-how in other dosage forms & therapeutic segments, which
is exemplified by our ever-expanding product offering across more than sixty
countries.
With significant expansion in R & D, Manufacturing & Marketing capabilities, THEY
are poised for an accelerated rate of growth which makes for very exciting times at
Bliss GVS.
MARK CAP 1569.38
DIV=50%
EPS=6.36
NPM=18.77%
P/E=33.89

CURRENT SCENARIO
Bliss GVS considers to purchase a substantial stake in Shree Sales Pack Pvt Ltd,who
presently carries majorities of packaging business for the company.

Bliss GVS Healthcare wins USD 35 Million Contract for Medical Healthcare Services
in Kenya
SMALL CAP CO.

TECHNICAL ANALYSIS
may

june
july
trading price

117.2
114.8
111.8
112.1

92.95
92.5
91.8
90.05

108.9
107.9
5

88.9
90.05

108
104.3
110.7
110.5
108.7
5
107.7
5
107.7
5
105.5
104.8
5
102.9
102.6
5

89.15
88.3
86.85
86.55

95.2

86.6

98.55

91.4

98.35
91.15
91.15

92.65
93.85
91.95

85.8
82.95
80.9
89.35
94.85
90.65
88.25

93
92.15
91.8
93.95
104.9
5
108.5
106.4
5
102.8
107.8
106.1
107.4
5
106.2
110.7
5
108.5
111.1
5
114.5
112.7
5
114.8
5
119.4
5
119.1
5

mean of trading price

100.58
47

std dev of trading

price
std %
current price as on
04.09.2016

10.302
79
10.24
%
144.35