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Mehta Group 21st Foundation day
THE TRAILER….
Market Performance – Jan to Dec 2014
9200
8700
NIFTY
38%
Equity Return
8200
7700
7200
6700
6200
5700
Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14
The Trailer….
Market Expectation –2015 to 2024E….
35% CAGR
Equity Return
Nifty 8400
Jan 2024
Jan 2015
The show finally begin….
India, The Rising Star
WHY INDIA
• POPULATION
• DEMOGRAPHY
• ASPIRATION
• TECHNOLOGY
But WHY NOW
We finally have the CATALYST !!
Global fall in prices of Natural
Resources
India’s Economic Transformation
Indication of Real GDP growth bottoming out
GDP Growth
2013
2014
2015E 2016E
United States
2.2
2.2
3.1
3.0
Euro Zone
-0.4
0.8
1.1
1.7
Japan
1.5
0.9
1.1
0.8
China
7.7
7.3
7.1
6.9
Brazil
2.5
0.3
1.5
2.0
India
4.7
5.4
6.4
6.6
Source: Economic times E paper Jan 2015
Domestic Institutional Investors (DII) & Foreign Institutional Investors (FII) flows on an upward trend
Domestic Institutional Investors (DII) – USD Bn
Total flows USD 107Bn
FII USD61Bn
DII USD 46Bn
Foreign Institutional Investors (FII) – USD Bn
Total flows USD 46 Bn
FII USD 73 Bn
DII USD -27 Bn
5.1
10
17.7
5
3.2
0.3
9.5
0.1
9.2
23.4
25.8
25
20
6.4
10.9
13.1
13.7
13.2
`
5.8
-4.1
-0.9
-10.4
FY04
FY05
FY06
FY07
Source: BoA Merrill Lynch Global Research, IMF forecasts*
FY08
FY09
15
8.5
-12.7
FY10
FY11
FY12
FY13
-8.9
FY14
FY15E
FY16E
Asia to lead the Growth Engine, India will be the Driver
A new world order
1. Real GDP
Source: The Economist Intelligence Unit
Corporate India’s Landscape Changing Rapidly
India is delivering fastest billion dollar companies as compared to
Countries
the rest of the world
2000
2010
2020E
Growth
US
818
1265
1900
50%
Germany
86
128
200
56%
Japan
604
853
1225
44%
China (Incd Hk)
51
465
2500
438%
India
19
141
750
432%
Source: Thomson One Banker, BCG Analysis
WHY EQUITIES
Asset Classes:
• BANK DEPOSITS / FD’s
• REAL ESTATE
• COMMODITIES - (Gold/Silver etc)
EQUITIES
Country grows by
X
Equity markets grows by
3X
-Liquidity
-High Return
-Least Expensive
Msearch View: Equities are the Best Bet In the Long Term
Indian Household saving parked in Physical Assets & Bank Deposits
Distribution of Household saving
Source: RBI Annual Report 2013
Distribution of Financial Saving
Source: China Household Finance Survey
WHY US
• Rewarding Relationship.
• 2 Decades of experience of promoters.
• Strong Emphasis to personalised service.
• Identification of Ideas at early stage & providing Multibagger
ideas year on year.
• Focus on Small & Midsize companies to create multifold returns.
Multibagger
VGuard
PI Industries
Kewal Kiran Clothing Ltd
Recommended at Rs 80 in 2010
Recommended at Rs 459 in 2011 FV Rs 5
Recommended at Rs 360 in 2010
CMP Rs 1000
CMP Rs 506 at FV Rs 1
CMP Rs 2000
Mehta Yearly Portfolio Performance
2014
Mehta Yearly Portfolio Performance 2014
Prices Updated as on 3rd Feb 2015
Msearch Yearly Portfolio
Investment Idea 2014-2015
Investment Idea 2014-2015
Trading Stock / Investment Idea
Sl No
Name
1
Mold Teck Packaging
2
Pennar Industries
3
Industry
CMP Market Cap Recommendation
Rs Cr
Containers & Packaging
237
269
Buy
Iron & Steel Products
62
756
Accumulate
JBF Industries
Fibres & Plastics
259
1698
Buy
4
Granules India
Pharmaceuticals
832
1701
Buy
5
Ashoka Buildcon
Roads & Highways
146
2314
Buy
6
HSIL
Sanitaryware products
410
2709
Buy
7
Greaves Cotton
Industrial Machinery
146
3588
Buy
8
City Union Bank
Banks
92
5541
Accumulate
9
M&M Financial
Finance (including NBFCs)
251
14327
Accumulate
10
Adani Power
Power Electric Utilities
51
14661
Accumulate
11
HPCL
Refineries/ Petro-Products
628
21270
Buy
12
Tech Mahindra
IT Consulting & Software
2878
69075
Buy
PMS Performance
Navigating Indian Equities- THE GIRIK WAY
PORTFOLIO MANAGEMENT SERVICES
Managed by GIRIK CAPITAL
Multicap Growth Equity Strategy Relative to Nifty - Return
Performance
Deep Value Strategy Relative to Nifty - Return
Performance
Thank You !
&
Happy Investing !
Corporate Office: Mehta Group
612, Arun Chambers, Tardeo Road, Mumbai 400034
Tel: +91 22 40070100, Fax: +91 22 40070102
Email: [email protected]
Website: www.mehtagroup.in
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