In the short week of the four trading sessions, the Sensex will see 39222 trailing 39666 and Nifty spot 11666.

(Gujarat News Representative) Mumbai, Ta. September 28, 2019, Saturday

The sentiment of Indian stock markets along with various markets before the festive season has started to improve sharply as a result of the announcement of Union Government-Finance Minister Nirmala Sitaram to give economic package-incentives to the nation's dwindling business economy. With a reduction in corporate tax, the economic package of Rs 1.8 lakh crore becomes a game changer, and the week ending the September trend in F&O in the Indian stock markets was becoming more like a death knell for the downtrodden. In the past days of local fund-raising, one-sided selling of foreign funds to daily fund stocks has now been halted in the wake of continued net purchases in OneSide. The aggressive boom of the boom has now calmed down, as overboat positions begin to soften, as profits have been booked, so don't be surprised if the Reserve Bank of India shows a new boom in the market amid the possibility of another rate cut in the credit policy review next week.

Stocks boom likely to be eased in stocks ahead of September corporate results: Avoid speculative varieties

While the government has given huge relief to tax for corporate India, the results of the companies are expected to have a positive impact in the current full year. But the results of the companies in the quarter can have poor results in the industry due to slowdown and opposite factors. Defaulters in debt-to-credit payments are constantly holding our banking sector hostage, and with bank scandals erupting, it is likely that quarterly results may be weaker in these challenging circumstances. Given the prospect of weakening the results of many companies for the quarter ended September 3 in the current storming of the bulls, it may be possible to see the boom trading again, before the month of September ends when the companies' quarterly results are announced. As part of the government's attempt to further improve the current sentiment, the Reserve Bank of India is likely to see a significant rise in market before the festivities, with another rate cut by the Reserve Bank of India on Friday reviewing its lending policy.

Friday looks at the Reserve Bank's lending policy: Auto companies' sales figures, August's manufacturing numbers

The stock markets will be closed next week on Wednesday, October 1, the Gandhi Jayanti celebrations. In the next week of four trading days, the market will look at the data released on the August 1 of India's Infrastructure Production on Monday, September 7 and the credit policy review announced by the Reserve Bank of India on Friday, October 7. In addition, the market will keep an eye on the Manufacturing PMI figures of India on Tuesday, October 7 and September 1 and the PMI of the Services on Friday, October 1. On the international front, the US-China side will look at Indian markets alongside global markets, with US-China threatening to delist Chinese companies from their stock markets after a positive signal that trade talks between the US and China would go ahead in October. Thus, in the next week of the four trading sessions, it will be possible to see 5 jumping in support of Sensex 1 and 5 jumping in support of Nifty.

Dark Horse: Cosmo Films Ltd.

BSE (1), NSE (COSMOFILMS) Listed, Rs. 3 Paid-up, with a bonus bonus of 5% in total equity with 3: 5 share bonus issue in year 1, established in year 1, ISO 9001: 2000, ISO 14001: Cosmo Films Ltd (COSMO FILMS LTD.) Is one of the leading global companies in specialty films for packaging, lamination and labeling applications, with 2004 Certified, British Retail Consortium (BRC) Certifications. The company is the largest exporter of BOPP films in India, and the company is a US exporter, Saint Jupiter, in the world, and the company offering Biaxially Oriented Polypropylene (BOPP) Films, Cast Polypropylene (CPP) Films and Biaxially Oriented Polyethylene Teriphatelet (BOPET) Films from India. And in India, America, Europe, Japan, Korea and Thailand Eels is the largest producer of thermal laminating films in the world with offices and global channel partners in more than 3 countries. The company is a leading exporter of BOOP films and exports to more than 4 countries.

Manufacturing facilities: Capacity:

The company has state-of-the-art manufacturing facilities, with three in India, and one in Korea. In India it is in Valuja-Aurangabad, Karjan-Vadodara, Shandra. While in Asan-Korea. Its manufacturing capacity is 5,8 tonnes of BOPP Films annually, GBC Commercial Prints in Thermal Lamination Films is currently the world's largest producer of 5 tonnes of metal, 5 tonnes of metalized films and 5 tonnes of metalized films. , 2 tonnes, CPP films have an annual capacity of 5 tonnes. The company plans to expand its products in the value-added segment in the current financial year 6-8. The company recently acquired a patent for BOPP Films with over 5 years combined R&D experience. In addition, the High Barrier CPP has applied for a new patent for the film. The company has six patents in addition to six in India and three in the US.

Global demand for BOPP is estimated to be around 3 lakh tonnes per annum. Global demand and supply conditions are broadly balanced, excluding China. At present, the capacity of BOPP production in India is estimated to be around 5 lakh to 1.5 lakh tonnes annually. India's domestic demand is estimated to be around 1.5 lakh to 1.8 lakh tonnes. The rest is exported. The Indian BOPP industry is growing at double the GDP of India. Given the increasing size of packaged food industries and the increase in people's cost-effective income, the BOPP's demand is expected to accelerate. Cosmo Films is focusing on 5% water-based coatings, oxo-biodegradable films. He is also focusing on the invention of recyclable laminates. Additionally, Heat Resistant Film, Transparent Heat Resistant Barrier Film, is focusing on the sustainable alternative to synthetic paper-pulp based paper.

The company will continue to focus on high-margin specialty films, according to a recent conference call. BOPP margins have been consistently slow, but have improved somewhat over the past year. The company has a debt of Rs 1 crore, which has a 3: 1 debt-equity ratio. The company has reduced its debt by more than Rs 1 crore in the last one year. The company plans to continually reduce debt. The company has started commercial production with a new specialty film coating line. With this, specialty sales are expected to increase in the coming quarters. The company has managed to maintain 5 to 5 percent of total sales from specialty films in the last few years. Last year, the company's subsidiaries made a net profit of Rs 1 crore. Which is expected to remain in place this year as well.

The company has a value addition line in Korea, while in the US we have now moved to India. In the US and Japan, the company is stocking for its customers. The company is converting one of the BOPP lines into a specialized product. Which should be done in 3 to 6 months. In China-America Trade War, China has 5 percent custom duty. This has helped the company somewhat to improve the price of the business. With this, the benefits of GSP for India have also been taken up. So this trade war will have a mixed effect.

Key Consumer List:

Aditya Flexipack, Ultimate Packaging, Amcor, American Packaging, Apple, Avery Dennison, Beck Ambalaj, Bemis, Britannia, Cadbury, Carlsberg, Coca Cola, Colgate Palmolive, Con Agra Foods, Constantia Flexibles, Coventry, Coventry, Coventry, Forms Est., Flexo Sping, Godfrey Philips, Hutamaki, ITC Ltd., Chris Flexipax, Mars, McDonald, Mini Pecan, Nestlé, PN Duties include G, Parle, Pepsi, Ferro rocara, Unilever, creams Bell, alati packaging, Perfetti, plastisela, rekti benkasayara, Mr. esaemaai, including United Biscuits.

Share holding pattern: Promoters own 1.8 per cent, Foreign portfolio investors have 1.8 per cent, Mutual funds have 1.7 per cent, Among high net worth investors Anil Kumar Goyal has 1.8 per cent, Corporate Bodies have 1.8 per cent. While the individual share capital of Rs 1 lakh is 5% with the capital holders.

Book value: Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 7, Rs 5 for March 5. Expected March 5, Rs

Financial Results:

(2) Full year April 1 to March 1: Net income increased from Rs. 5 crore to Rs. 8 crore, net profit decreased from Rs. 8 crore to Rs. 8 crore. It has dropped from Rs. 5 to Rs.

(1) First quarter April 1 to June 3: Net income increased to Rs 1.8 crore compared to Rs 1.8 crore, net profit increased by 5 percent compared to Rs 1.8 crore, earnings per share by Rs. Has increased to Rs.

(2) Expected Full Year April 1 to March 3: Expected net income is expected to be Rs. 5 crore and expected net profit is expected to be Rs. 5 crore per year.

(2) Valuation: BBB:

The valuation triple BBB will allow the stock to touch Rs 1 even if the company is limited to the P / E of the plastics industry with a limited P / E of 5. The shares, which are currently available on the NSE, BSE, at an expected book value of Rs 2.5 on March 5, and a P / E of 1.5 against expected earnings per share.

Thus (1) one of the leading global companies in specialty films for packaging, lamination and labeling applications, holding 8.5% promoters (1) exporting to 4 countries and BOPP Films India's largest exporter (1) in total equity. % Bonus Equity Share (1) Cosmo investing 5% in net profit in the first quarter from April 1 to June 8 (1) Films Ltd. Expected book value for full year 3-5 against P / E of Rs. 2.5 and Expected EPS at Rs. 5 on BSE only.

Manoj Shah: Research Analyst (SEBI REG. NO. INH000000107)

Author Sebi is a Registered Research Analyst: Disclosure Cum (Readers take special note) Warning: (1) The author invests in shares of South Indian Bank shares of the aforementioned companies. (1) Our sources for lectures such as Broking House, Promoter Views, Individual Research. , Portfolio management or their team's direct or indirect interests. (3) It is advisable and advisable to maintain a 5% stop loss exclusively from the price of the recharge. (2) Valuation H, BB, BBB, top gainers are all possibilities, so don't be tempted to invest. (4) Usually 1 out of every 4 scrips is true and 4-5 scripts are wrong. (2) The answers given in the Feedback e-mail: arjuneyems@gmail.com also apply to all the above points. (3) The reader, the investor, should take personal decisions at personal risk. Gujarat News writer, editor and anybody will not be responsible for your loss. So invest in identifying the stock market risk-risk.