Simple and Growing business of Himatsingka Seide

Hello Guys ,
                   Today i am analyzing a small cap company name Himatsingka Seide

Overview :

The Himatsingka Group is a vertically integrated Home Textile major with a global footprint. The Group focuses on the manufacturing, retailing and distribution of Home Textile products.

On the manufacturing front, the Group operates amongst the largest capacities in the world for producing upholstery fabrics, drapery fabrics and bed linen products. 

Spread across Asia, Europe and North America, its retail and wholesale distribution divisions carry some of the most prestigious brands in the Home Textile space and cater to Private Label programs of major retailers across these geographies.

Founded in 1985, the Himatsingka Group focuses on design and product development, best-in-class manufacturing processes and efficient supply chain capabilities to ensure the highest level of customer service in the industry. With a team of over 4000 people, the Group continues to expand its reach and build capacities in the Home Textile space.

In last 5 years , most of india based textile companies suffered tremendous losses and competitions  from China .In this adverse time , This company did very well . In year ended marsh 2013 , company posted sales of 1650 cr with the profit of 53 crore , it posted EPS of 5.5 on consolidated results . 

Depreciating Rupee will work very much in favor of this company going forward. Ace investor like Mr Radhakishan Damani also took a position in this company by buying 1.5 % from the open market . Its a good time to invest in this solid simple and focused growth machine .

In conclusion , we can buy this at current market price of 32 for the long term value of at least 5 years  , Happy investing .

    

Future of Future Retail Limited

Hi ,
      Future Retail limited is a flagship company of future groups .
      After demerger of their PANTALOON brands and also the demerger of their Fashion business , this company is ready to be very focused market leader in the retail business of india . Its a must buy for the people who believe in the growth story of india . Mr Biyani is betting on India and I am betting on Mr Biyani .


 Main positive developments are as follows :
 
Reduction in Debt and comfortable debt equity ratios
Focus on core retail operations
 Increasing Brand value
Decreasing competitions
Retail in FDI to improve supply chains.
Promoters buying shares from the market ( small quantities )
Cash flow generating business
Real Estate value

Negatives :

Promoters attitude towards share holders
Law margin generating business

In conclusion , FRL should be bought between 85 to 95 in order to margin of safety principle .

Happy investing ,  

FOCUS ON PRIME FOCUS

Hello ,
         Prime focus Limited is in my radar for a long time . The share hit high of 141 in 2008 january (spilt adjusted ) and currently trading at sub 40 levels .It is very good long term buy for long term investor . Prime Focus's subsidary in USA was valued 3 times then prime focus itself . Rupee fall can be a big trigger too for prime focus . Buy at current price of 36 for long term . It can atleast give 15 to 20 % return for next 10 years .