Wednesday, December 2, 2009

CITY UNION BANK LTD

CUB is 105 years old South Based Bank with 222 branches in India with strong presence in Tamil Nadu. CUB has consistent track record of dividend and profitability since IPO, currently it has issued rights shares in ratio of 1:4 at 6/- per share, post rights issue Equity share capital will increase to Rs.40 Cr. In order to Improve its business & comply with prudential norms the bank has proposed to go for QIP issue which can be for Rs.300 Cr.
At Current Market Price of Rs.25/- per share Long term Investor can approach this stock with Long term target of 40/- & Short term target of 30/-. Further its pertinent to mention that post rights issue the EPS will be 3/- and book value of 21/- and investor can expect another Rights Issue / Bonus from bank along with QIP which will increase the Paid up capital upto Rs.100 Cr.
For the FY 2009 the bank performance was ok with total Income has grown 35% and Profitability by 20% but the provisions were around Rs.105 Cr. During Q2 for Current FY Total Income Increased by 31% and profitability by 22%.
The only risk to this recommendation is that any new provisioning Norms by RBI or such other crises will only effect the profitability of the company.
It is to be noted that targets mentioned above may change with the dilution of equity share capital by bank.

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