Adani Ports and Special Economic Zone

CMP: 144

Adani Ports and Special Economic Zone operates a shipping port on the west coast of India. The Company's port provides services for bulk and container cargo, crude oil, and railway and other added services.

Adani Ports and Special Economic Zone formerly known as Mundra Ports and SEZ is a pretty safe mid-cap trading at a P/E of 16. It runs at a debt of little over 5000 Crores with 200 Crores cash in hand. Revenues have risen from 1,135 Crores to 3,111 Crores in the last 5 years. Profits have risen from 461 Crores to 1,754 Crores in the last 5 years. Profit margins have risen from 40% to 56% in the last 5 years. Three years of Debt to Profits ratio is well balanced. Buy and hold for long term gains.

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Delta Corp - Rakesh Jhunjhunwala Stock - Avoid & Stay Away

CMP: 62

Delta Corp Limited a diversified business group having a presence in the entertainment and gaming, real estate business in India and Kenya. The Company's business includes offshore casinos, and real estate consulting & development.

Not all Jhunjjhunwala stocks are good from a poor retail investor perspective. This is one among them. Why? Nearly 10% of promoter stake is pledged which is never a good sign for a retail investor. Although company does not have any debt, revenue and profit flow does not look convincing. Indian markets acceptance towards casinos can take immensely long years. On top of all this, valuations do not look attractive.

Jhunjhunwala can afford to hold stake in this company as one of his many bets, but its not prudent for a retail investor to bet all his money in it.

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Just Dial - Hold / Buy on Listing

CMP: 600

Just Dial Ltd. operates a local search engine that provides comprehensive updated information. The Company offers a search engine that includes a variety of categories such as movies, hotels and resorts, taxis and car rentals, insurance, bars, and nightclubs. Just Dial extends its search engine to users throughout India.

We had recommended to apply for JustDial IPO. Click here to read our old post. We are recommending a fresh buy / hold for the below reasons. They have zero long term debt. Revenues have risen from 71 Crores to 277 Crores between 2008 to 2012. Profits have risen from less than 2 Crores to 52 Crores between 2008 to 2012. Profit margins have risen from 2% to 18% between 2008 to 2012. Its outstanding growth. Buy and hold for long term gains. 

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