Investing Stories

We at Prospero Tree strongly believe in the power of research-backed investing. When it comes to equities, we follow a flexible portfolio investment strategy that focuses on delivering adequate returns over a long period of time without taking inadequate risks. We achieve this by selecting multiple investments from varies sectors having appropriate upside opportunities. Though there are inherent risks in equities as an asset class, we strive to build a diversified portfolio and selecting companies paying appropriate attention to business and valuation risks. Through our stock stories section, we bring certain stock specific research on the companies that we are tracking. Please understand that these are not investment recommendations but helps in understanding the companies better.

Igarashi Motors: Exit With 625% Returns 20-Dec-2015 / Category: Update Report The future in terms of its business looks even more promising with new markets opening up and new technologies beings implemented, we think that the valuations have caught up well and therefore suggest to Exit Igarashi Motors with 625% Returns.
Setco: Exit With 182% Returns 13-Dec-2015 / Category: Update Report The theme of demand for Setco products by its OEM and after market consumers played out well and the stock increased from Rs. 80 to Rs. 226, giving a 182% returns over less than 2 years.
Munjal Showa: Diversifying its Revenue Base 11-Dec-2015 / Category: Update Report Munjal Showa Ltd: Riding the Hero & Honda wave. Though the initial target of Rs. 180-200 was met, we think there is more room for appreciation over the next 1-2 years.
TV18 Broadcast: Colorful Infotainment 7-Dec-2015 / Category: First Report TV18 Broadcast Ltd (TV18) operates various News and Entertainment channels on its own, through its subsidiaries and Joint Ventures. It is India's one of the largest television broadcast networks, having 34 channels catering to specific regional and national audiences.
Man Infra: Capital Light Real Estate Play 11-Sep-2015 / Category: First Report Mumbai based Man Infraconstruction (Man Infra) started its journey by providing contracting services (EPC) for infrastructure projects and has executed construction of 5 private ports and residential, industrial and commercial real estate projects of approx 2.5 cr sq. ft. To capitalise on such vast experience in the real estate sector, it started focussing in Real Estate projects in Mumbai.
Linc Pens: Set for A Double Digit Growth 20-Aug-2015 / Category: Update Report Recently, Linc Pens announced its Q1FY16 quarterly results. In the current quarter, sales grew by 9% YoY to Rs. 77.5 cr and its profits grew by 14% to Rs. 3.7 crores. We recommend a Hold on the stock at current levels of Rs. 170.
Patels Airtemp: Best Ever June Qtr Sales 18-Aug-2015 / Category: Update Report We recommended Patels Airtemp (PAT) at Rs. 125-130 in Sep2014. Since then, the stock price reached a peak of Rs. 185. On price correction, we re-recommended Patels Airtemp to be bought at Rs. 125
Ruchira Paper: Defining Results 13-Aug-2015 / Category: Update Report Ruchira Paper announced very strong results for Q1FY16. Based on its strong results and positive future outlook, we maintain a Buy on Ruchira at current levels.
MTEL: Q1FY16 Results Inline With Expectations 12-Aug-2015 / Category: Update Report We recommended to Buy MT Educare at Rs. 111 in July2015 (MT Educare: Teaching + Technology= Good Returns)
Standard Industries: IT / ITes Policy to Un-lock Value Faster 5-Aug-2015 / Category: Update Report Standard Industries is a Pradeep Mafatlal Group company which had a textiles business in the past. The company has a 62.25 acres land parcel in Navi Mumbai and high value residential buildings in Mumbai
ISGEC - Business Momentum Looks Strong 31-Jul-2015 / Category: Update Report From our first recommendation, ISGEC has become 6.2 times. Though the price run-up has been massive, we think there is enough juice left considering its future prospects.
CCL Products - Good Times Are Here to Stay 21-Jul-2015 / Category: Update Report Strong Up-tick in Sales as well as Margins & CCL reported 25% growth in sales
Ruchira Paper: Profits from Agri-Waste 10-Jul-2015 / Category: First Report Company Background: Ruchira Paper is a Himachal Pradesh based paper manufacturer that uses agriculture residues as its major raw material rather than the traditional raw material wood pulp which is quite difficult to source. Ruchira Papers is established in 1980
Gruh Finance: Small is Indeed Beautiful 7-Jul-2015 / Category: First Report The aspiration of 25 crores families to live in their own homes gave birth to India housing boom in early 90s. A clear trend that emerged out of the housing boom of 1990-2010 is that it belonged to the urban affluent and working middle class.
MT Educare: Teaching + Technology = Good Returns 6-Jul-2015 / Category: First Report
Linc Pen: Moving Up The Value Chain 29-Jun-2015 / Category: Update Report ProsperoTree.com recommended Linc Pen at Rs. 95-100 in our first report dated 02-Sep-2014 - Linc: Set to Write a New Chapter. We further updated on the same
Balaji Telefilms: Picture Abhi Baaki Hai 24-Jun-2015 / Category: Update Report We first recommended Balaji Telefilms in Arp2013 at the price of Rs. 43. We further gave a short update on the new CEO of Balaji (Balaji: Management buying strengthens belief).
Patels Airtemp - Creating Stronger Foundation 11-Jun-2015 / Category: Update Report We recommended Patels Airtemp at Rs. 125-130 in Sep 2014 and re-recommended at Rs. 164 in Nov 2014. We continue to remain bullish over a long term and would suggest investors to BUY at CMP of Rs 125. #Achievement of Target Price does not imply Sell. We will explicitly release a Report for that.
CCL Products - Delivering on Guidance 8-Jun-2015 / Category: Update Report We first recommended CCL Products at Rs. 80 levels in August-2014 (CCL Products - Vietnam Expansion to Drive Growth). Later we again recommended it at Rs. 103 levels in Sep-2014: High Fund Interest, Valuation Re-rating Likely.
PTC Financial - A Temporary Pause in the Structural Story 4-Jun-2015 / Category: Update Report We recommended PTC Financial at the price of Rs. 34 per share in July14 (click to read the first report) PTC Financial based on its strong growth prospects in the energy sector.
Shilpa Medicare: 3.5x Already; Focus Year FY17 2-Jun-2015 / Category: Update Report We had first recommended Shilpa Medicare to be accumulated between Rs. 260 - Rs. 275 in January 2014. We came out with a report titled
Page Industries -Jockeying Towards 100x Earning Multiple 31-May-2015 / Category: First Report #If already invested, we recommend to limit your allocation in Page Industries
Exit Lloyd Electric with 82% Returns 23-Apr-2015 / Category: Update Report We had first recommended to Buy Lloyd Electric at Rs. 115 on 25-Jul-2014. The first report can be accessed here Lloyd First Report. We again came out with a further detailed report on Lloyd here - Lloyd Second Report at Rs. 152 with a target price of Rs. 275 - Rs. 300.
Colgate Palmolive (India) - Widening Investors' Smiles 22-Mar-2015 / Category: First Report Colgate is the undisputed Goliath of the oral care market - It is the #1 leader not only in India but also in the world. Globally, Colgate has a 200 years legacy and its brands are sold in over 200 countries. In India, Colgate Palmolive India (Colgate) commands such a powerful brand equity that the term 'Colgate' came to be used as a verb
PTC India Financial Services Ltd. Stock Update - 13-Mar-2015 / Category: Update Report We first recommended PTC Financial at the price of Rs. 34 per share in July'14 based on its strong growth prospects in the energy sector.
CCL Products - Brewing For Good Times 12-Jan-2015 / Category: First Report Further research and management interaction makes us believe that CCL Products is poised for strong multi-year growth in revenue and earnings and the stock can deliver reasonable upside even from current levels.
ISGEC Forms New JV with Foster Wheeler (500% Up from 1st Reco) 5-Jan-2015 / Category: Update Report ProsperoTree.com first recommended ISGEC Heavy Engineering at Rs. 950 - Rs. 1050.
Roto Pumps: Moving Fluids 28-Dec-2014 / Category: First Report Roto Pumps has a 40 year history in manufacturing of industrial pumps and spares. The pumps manufactured by Roto Pumps are used in industrial applications involving viscous liquids and are more technology intensive compared to the pumps used for water related applications.
Pidilite - 'FEVICOLed to Growth' 26-Nov-2014 / Category: First Report The scene of an elephant and a bunch of bodybuilders chanting ÃƒÂ¢Ã¢â€šÂ¬Ã…â€œDum Lagake Haisha, Zor Lagake HaishaÃƒâ€šÃ‚Â trying to split apart a piece of glued wood evokes memories of the classic old Fevicol advertisement.
Linc: Margin Showing Strength 17-Nov-2014 / Category: Update Report ProsperoTree.com first recommended LINC Pens at Rs. 98, the report for which can be accessed here (LINC Pens research report). Since then, LINC Pens has performed well and delivered 51% in a span of two months.