Company:Vijay Shanthi Builders Ltd.
Industry:Construction & Contracting – Housing
CMP:178.65
PE Ratio:26.58
Recommendation :Outperformer
Investment Rationale:good financial growth on in the past few years considering the real estate boom and is expected to continiue in the near term,reputed builders in Chennai where real estate prices are seeing more escalation thereby making future and margins beneficial for the company,already 11 ongoing projects and 2 completed projected under the company's belt,the company recently announced a new project venture valued at 135 crores,the current PE suggest relative undervaluation as far as the real estate companies are concerned.
About the Company:Spanco Telesystems and Solutions Ltd.(508976 ) is one of the leading telecom systems integration and IT services company in India. From providing telecom integration services to multinationals, Public Sector Units and India's vast defense sector, Spanco has evolved to extend its expertise into the dynamic space of Business Process Outsourcing and RFID
Industry: IT Enabled Services
CMP:230.40
PE Ratio:14.56
Recommendation:Outperformer
Investment Rationale:strong fundamentals and high topline and bottomline growth in the past few years,the company has the license to operate the various passenger & tourism information services on behalf of Indian Railways over the next 10 years along with BSNL this will ensure steady revenue inflows,high holdings in the company of Reliance,BNP Paribas,Sundaram show its value in the market and hidden potential which big funds are queing to tap,several segments of business and efficient business model give confidence to invest,at current levels the company looks undervalued considering the high EPS growth and a relatively low PE ratio.