After very long time, I saw some activity that made me think of the blog again. Thanks to
Sharmil Shah who initiated the discussions to see what members of our group think would be a good investment at current levels. Here it goes in their own words, which stock and why. This post is of our group members who share their ideas of stock and this does not necessarily mean that it is a good investment or we are recommending the stock to buy We do not intend to give any recommendation to general public and we are not SEBI Registered Investment Advisers. We have uploaded the conversation here to make it available for our group members at the centralized place.
Sharmil Shah: ⭐⭐⭐General pattern
Name #
Cmp #
Brief intro of comp #
Conviction points #
Shreyans Jain: ⭐⭐⭐Kamdhenu
CMP - 132
Primarily into steel bars and steel products. Also diversified into paint recently. Other products please read report
Conviction point - Gst, focussed on cheap and efficient marketting strategy, recovery in steel industry and direction oriented
Parthesh Shah: ⭐⭐⭐General pattern
Name # Dmart
Cmp # 1060
Brief intro of comp #Retail chain
Conviction points #Huge demand & expansion in consumer space (same store growth&more store opening in 2 year)
Piyul Shah: ⭐⭐⭐General pattern
Name # RBL Bank
Cmp # 537
Brief intro of comp # Banking and Micro Finance
Conviction points # Good Management, Low NPAs, India's Growth Story.
RGK: ⭐⭐⭐General pattern
Name # hindustan copper
Cmp # 63.90
Brief intro of comp #
Government owned corporation which is the only vertically integrated copper producer in India which also engages in mining, benediction, smelting, refining and continuous cast rod manufacturing.
Conviction points #
Mines copper and nickel which are used
in making batteries which would benefit from the impact of switching to electric cars in the near future.
Farhan Ghumra: ⭐⭐⭐General pattern
Name # heritage foods
Cmp # 1465.85
Brief intro of comp # dairy and packaged food
Conviction points # 6000 cr turnover target by 2022. Recently it will be split to increase liquidity. Recently acquired reliance retail's dairy business to tap the new market and it will break even by q3 q4. Sold loss making retail business to future retail and will focus more on milk procurement and milk based value added products. They also have wind and solar power plant which provides power to dairies. They also do business of cattel feeds. A lot of marquee investors has been invested into it.
Harsh Dedhia: ⭐⭐⭐General Pattern
Name # Dilip Buildcon
CMP # 594
Brief intro of comp # only fully integrated Road Epc contractor
Conviction points # Recently sold its entire Bot(Build operate and transfer) portfolio worth 16 bn which will allow DBL to participate in HAM projects worth 150-200 bn in Fy 18.. it has a strong order backlog of 156 bn and participation in new HAM projects will ensure top line growth of 20-25% CAGR over the next 4-5 years..
Yash Bhansali: ⭐⭐⭐General pattern
*Name* # *BBL ( Bharat Bijli Ltd )*
*Cmp* # 1122
*Brief intro of comp* #
Capital goods
*Industry* - Electric equipment
*Conviction points* #
Bharat Bijlee 1223 Market Cap: 691Cr CMP -1114
Growth Story emerging with traction in Core business along with multiplier impact from Liquid & Non Core Investments.
❖ Bharat Bijlee Limited established in 1946 , is one of the leaders in the electrical engineering industry in India.
A multi-product, multi-divisional organization, its main business segments are Transformers, Projects, Electric Motors, Elevator Systems and Drives & Automation.
❖ Bharat Bijlee (BBL) operates in two business segments—power systems (56% top line) and industrial systems (44% top line).
❖ Bharat Bijlee has been a pioneer in the field of standard and special electric motors and it is broadly divided into 3phase AC induction motors and special motors.
❖ The power systems segment comprises primarily of power transformers in the 33-220 kV range and undertakes EPC projects for electrical sub stations up to 400 kV.
❖ The industrial systems segment manufactures industrial motors, gearless machines for elevators and AC variable speed drives.
❖ Intra-state investments in 13th Plan to drive demand for power transformers
❖ In the 13th Plan, intra-state investments of INR 1,30,000 cr under category 132kV to 220kV and 400 kV are envisaged. These investments will be contributed by state transcoms and central government sponsored schemes (IPDS+DDUGJY).
BBL to be a strong beneficary of these investments as the as company has establisehed strong credentials in 132 kV to 220 kV class transformers up to 200 MVA range.
❖ BBL’s Industrial systems business is expected to grow gradually as industrial capex is slowly pick up.
Demand from sectors like Railways, Metros, Chemicals, Buildings and Consumer segment is picking up slowly, which is bound to benefit the company’s Industrial systems segment over the next 1 -1.5 years
❖ Transformer market in India is expected to grow at a CAGR of 12.68 percent over the period 2014-2018.
❖ BBL continues to adopt a conservative approach towards building the order book in order to ensure that margins, project readiness for timely completion and collection of dues do not drag the performance and profitability of the business
❖ BBL’s client bucket includes mostly all the players from the power and capital goods industry including NTPC, CESC. Tata Power, Torrent Power, Reliance Infra etc.
❖ With governments aggressive mission of ‘Electricity for all by 2019’ will be the demand driver for the power and capital goods sector.
Strong Share Holdings by Insurance, Financial Institutions , Foreign Portfolio Investors
More than 1 %
Shares
%
Hypnos Fund Limited 64,000 Shares 1.13%
HDFC 122480 Shares 2.17%
Life Insurance Corporation of India
449911 Shares 7.96%
General Insurance Corporation of India 172770 Shares 3.06%
National Insurance Company Ltd
76028 Shared 1.35%
Minal Bharat Patel 57813 Shares 1.02 %
Total 9,43,002 Shares 17%
FY17 & Beyond
• Orderbook for the transformer business up 36.5 percent in value terms for FY17
• Orders in non-tendered segment has doubled in last two years
• Focus on premium energy efficient motor will be big initiative
• Managed to retain market share in stiff competition and price erosion
• Received landmark order from reputed solar power company
• Received large order in Magnet Technology Machines division
• Believe business conditions have stabilized at these low levels
Market Cap is 800Cr
*Target* =
*1 year 2000*
*5 year 8000*
Hitesh Vyas: ⭐⭐⭐General pattern
Name # TRIDENT
Cmp #97.75
Brief intro of comp # Yarn and Textile player.
Conviction points #Trident, which commenced operations as a yarn player, has now shifted to the higher margin home textile segment (71 percent of FY19E revenues vs 46 percent in FY16).
Habib: ⭐⭐⭐General pattern
Name # Wockhardt
Cmp 606
M/cap 6700 crs
Sector # Pharma
1 year target 1500 5 years 5x -25x
Conviction points
News oncology filling done from 3rd party facilities and got few aporovals
Shifting of some existing products to third-party sites to resume supplies to usa markets
Very good pipeline of complex generics
Five qidp status products out of which one got abridged phase 3 trial approval.
Likely to turn green in third qtr.
Risk - usfda issue. Import alert on all plants which is discounted in the price
Usfda issues likely to be resolved in six months.
Shesha Gopal: ⭐⭐⭐BEL
CMP : 188.15
Sector : Auto & Defence
It going to be next biggest multibagger, when it come to defence, automation control system, they are in forefront of everything when it come to national security, BEL is the primary beneficiary. Company has mentioned they have orders which will take their revenue above 16k cr this year.
Stock is a great wealth builders for long term , it had touched all time his is Rs 4140, couple of years back again dropped to below 1k , later picked up again . I am sure It will there again.
Comp has issued 1:10 bonus , it is slowing started to inch up further.
Challenges : more & more private players have come in defence manufacturing and marketing will be more competitive.
Conclusion: There could be short term hiccups, however if u sit tight it is fortune in the making.
K. M. Sharma: ⭐⭐⭐South Indian Bank
CMP : 28.85
Sector: Banking
The valuation of the bank is cheap. The bank has one of the least NPA- near 3.6%. The bank has good management. The bank has the potential to become the next federal bank.
Vasupavi: ⭐⭐⭐General pattern
Name:
Bhansali Engineering Polymers Ltd (BEPL)
Industry: Speciality chemicals
Cmp:82
Buy range 70 to 75
BV:10.5
Brief and conviction: Manufacturing of 1200 colors of chemicals and BEPL is a vertically integrated petrochemical company that manufactures ABS (Acrylonitrile Butadiene yv. Styrene) which acts as a raw material for companies dealing in automobiles, home appliances, telecommunications, luggage, bus body and various other industries. The company manufactures over 1200 colours and 200 different grades of engineering plastic. It supplies in lots as small as 500kgs and also up to 5 tons. Margins vary across different orders depending on the size of the order as well as delivery time lines.
BEPL has a plant in Satnoor and Abu Road each. Recently it completed expansion from 51,000 MTPA to 80,000 MTPA. In its next phase of expansion this will increase to 137,000 MTPA by mid FY18E.
In May 2013, BEPL entered in to a 50:50 technical JV with Nippon A&L Inc., Japan (jointly owned by the globally renowned Sumitomo Chemicals Co. Ltd. and Mitsui Chemicals, Inc.) which will enable the Company to cater to the growing demand of ABS resins, ASA resins, AES resins and other Specialty polymers in the field of Automobile, Telecommunication, Electrical and Electronic goods. With the help of Nippon, the company has been able to foray in to the automotive industry in both 2 wheelers as well as 4 wheelers. The company is an approved supplier of ABS to Yamaha, Suzu, HMSI and Maruti Suzuki. All manufacturing is carried out by BEPL while NAL receives a royalty. Within the appliances industry the company is an approved vendor for Sansung, LG, Videocon, Cello, Montex.
BEPL’s order booking remains a continuous process & typically the order book is covered for the next 20 days. However with the fixed supply agreements with HMSI, Samsung, LG , TGKirloskar & various other MNC the order book is full throughout the year. BEPL currently imports both styrene and butadiene and maintains an inventory of about 1-1.5 months. Sometimes if prices are expected to go up or supply is expected to go down, they also maintain inventories up to 6 months. The call is taken based on prevalent market conditions.
As per the management, the overall demand for ABS is ~300,000 tons whereas the domestic supply is only ~160,000, balance being filled through imports. However, imports are largely of natural grade ABS. Over the last 7 years, demand has grown by 2.5x. Going forward it is expected to grow by 10-15% driven by demand from auto and electrical appliances. A lot of refrigerator companies are also moving from HIPS to ABS.
BEPL is planning further port based expansion of 200,000 tons by FY21 and which is presently being transported from the plan in Madhya Pradesh to the Abu Road Plant. As of now the plan is to shift all of its current facilities at this port based location.
BEPL’s current capacity utilisation is around 64%. Due to Environment Clearance getting delayed the capacity was not fully exploited last year. However the Environment Clearance was received recently & during the current year it is expected reach capacity utilisation of 80% (of 80,000 MTPA).
Given the increasing demand, Increasing capacity utilization, marquee clientele and strong order book are key positives for the stock. At the CMP of INR 82, the stock trades at 28.86x EPS of FY17.
Shreyans ⭐⭐⭐ General Pattern
Name # Reliance Industries
Cmp # 816
Brief info of comp # Petrochemical, Retail and Telecom
Conviction point # Growth in telecom and retail
Demerger candidate
1 yr target 1100
Badarinath: ⭐⭐⭐Company - Tata global beverages
CMP - 206.9
Sector - non-alcoholic beverages
Conviction -
Business model of buying in tonnes, selling in packets of 500grams or a Kilio, has a huge potential.
Value Unlocking is possible due to Starbucks and other assets
Management I restructuring the business and exiting from non performing business
Currently the business is badly managed ever with 6% ROE.... Changing in the management perspective will surely change the performance of company
Debt is reduced and FII and DII hold large qty of shares...
Abhinav: I am a young investor and learning on day to day basis. But would try to provide a stock based on my limited knowledge. If any other view then anyone can give me feedback.
Name- ⭐⭐⭐Dewan Housing Finance Limited
Cmp #544
Conviction:
The company provides financial products to lower and middle income segments in India, primarily in Tier II and Tier III cities.
The results are always strong. The stock is still not highly valued as compared to its peers and has potential to increase immensely with govt focus also at affordable housing.
Rajiv: ⭐⭐⭐ General Pattern
Name # Tata Cofee
Cmp # 148
Brief info of company#
Tata Coffee is coffee company owned by the Tata Group. The company owns 19 coffee estates in southern India. The estates are spread across the districts of Coorg, Chikmagalur, and Hassan in Karnataka and Valparai district in Tamil Nadu. Tata Coffee is the largest integrated coffee plantation company in the world.
Conviction point # Tata Coffe is a good buy.
This year winter in Brazil was severe so frost conditions resulting in low crop yield - this will result in coffee prices going up. Also Tata Coffe with its tie up with Starbucks is sole supplier for Starbucks in SE Asia.
The company is also expanding g into pepper which is Black Gold
Vishal: ⭐⭐⭐General pattern
Name # Allcargo
Cmp # 168
Brief intro of comp # Logistics
Conviction points # Looking at acquisitions worth Rs 200 crore in this year
Should be 5x 5year player
Manvendra Singh: ⭐⭐⭐General pattern
Name # PTC Industry
Cmp # 435
Brief intro of comp # Casting
Conviction points#
-The only company which can do Titanium casting in India. Titanium casting is very difficult to make.
-one of the few companies in the world who can do 6k kilograms single piece ceramic casting
-It has got its own proprietary technology.. including Robotics and 7 Axis casting
- Rolls-Royce, Emerson, Metso, Flowserve etc are their marquee clients
- Titanium casting products will be supplied to Howitzer Gun which will soon be manufactured in India
- just completed 150 crores of Capex.. Plant is under stabilization.. One of its kind in India
- Approved with DRDO and NPCIL as well..Various Approval from DNV, Bureau Veritas, Lloyds, American Bureau of Shipping.. PTC is the only player in India with high precision casting
- buy as an ancillary to Defense story..jt is a key components supplier. It has low equity base, low equity and low float with market cap of 196 crores..IFC backed Pragati India Fund has invested Rs. 40 crores (20% equity)@384 in 2015..
- It can go to 500+ crores topline with 20% PAT margin by 2022
- I estimate that in 2020 it can do Rs. 45 crores of profit which works out to be EPS of Rs. 90/-..and it will easily command 30 PE.
Mayur: ⭐⭐⭐General pattern
Name # JSPL
Cmp # 141.5
Brief intro of comp # Iron & steel
Should be 5x 5year player
S. Singh: Name:- ⭐⭐⭐Jain irrigation
Cmp:- 102.90
Brief info:-company manufacturs number of products, like drip system, sprinkler system, integrated irrigation automated system, green house, bio fertilizer, polyhouse etc.
Conviction:-core business is irrigation system facilities but it has presence across all field in agriculture. YoY basis, company had good growth in revenue, but still lagging in profit growth. As reform waiting for agriculture sector, company will see growth in profit too. Specially, world and India moving towards organic and technical farming. Polyhouse, greenhouse, multi level farming will pickup in India soon and this is where company will beat all expectations.
Should be 5x in 5 year
Puneeth: Name: ⭐⭐⭐*Andhra Sugars Ltd*
CMP:404
Midcap Commodity Chemicals Company.
Fundamentals look reasonably good. Fairly valued at CMP.
SuperTrend and PSAR recently gave a Buy.
Consider studying the company.
MoneyTimes said: A conservative P/E of 10x as against the industry average of 30x for the chemical industry will take its share price to Rs.500 in the medium-to-long-term.
Note: Commodity / Sugars / Agro products etc are seasonal stocks. So extra care and study needs to be done before investing. Not suitable for low risk takers or low capital investors.
Lalith: ⭐⭐⭐FIRSTSOURCE SOLUTIONS-
CMP 40
provider of business process outsourcing services
- owned by RP-Sanjiv Goenka Group.
-provides customized business process management to customers in the banking and financial services, customer services, telecom and media, and healthcare sectors.
CLIENTS- Fortune 500 financial services, telecommunications and healthcare companies.
-
RECENTLY SOLD LOSS MAKING DOMESTIC BUSINESS..
AND DEMERGER TO TAKE PLACE IN OCT TO UNLOCK VALUE...
Kunal Sunilkumar: ⭐⭐⭐General pattern
Name # Gravita India
Cmp # 130/-
Brief intro of comp # Basically into lead refining
Conviction points #
1) Lead prices on the upmove
2) Technically given breakout above 97/- ... So supports @ 97 & 88 .... Above 97/- , tgt of 175-195 & then face last hurdle @ 205-215 above which 400 is easily achievable ...
metal rally already started. so if the company does its business seriously, then 385-400 will not be a difficult task ... 💥💥
Mohammed Raj: ⭐⭐⭐General pattern
Name # Tataglobal
Cmp # 207
Brief intro of comp # Tata Beverages
Recently entered into US market with packaged drinking water.
Should be 2 x 1yr
Sandeep: ⭐⭐⭐ General Pattern
Name # Torrent Pharma
Cmp # 1210
Brief info of comp # Pharmaceutical Manufactring & Marketing
Conviction point # Increased Capaicty with new plant and taken over couple of Novarties Portfolio. USA multiple registration expected in Long Term.
This year expected to be slow. Long Term product👍
RGV: ⭐⭐⭐General pattern
Name # L&TFH
Cmp # 202.4
Brief intro of comp # NBFC
FOR Short term
MSD Shakeel: ⭐⭐⭐JSW ENERGY
CMP : 72.15
Sector : Utilitues
It going to be next multibagger,
From the last 2 years it's coming down for various global scenarios.
It's time JSW ENRGY ALREADY STARTED MOVEMENT
SOON WE CAN SEE 150 TO 180 LEVEL
IN 2 YEARS
Conclusion: There could be short term hiccups, however if u sit tight it is fortune in the making.
Ramesh Vanniar: ⭐⭐⭐ General Pattern
Name # CMI FPE
Cmp # 614
Brief info :- EPC company for steel manufacturing components.
Conviction point # Speciality in Cold Rolling Mills, Continues Galvanizing (CGL) line , colour coating line.
- Debt free company
- strong orders in pipeline
As metal rally started . Expected to be 2x in 2 years.
Long Term product👍
+91 96011 XXXXX: ⭐⭐⭐ General Pattern
Name # Donear Ind
Cmp # 65
Brief info of comp # Textile
Conviction point #
Simple reason because if you see their textile division the new plant which they have set up in Surat are making fine shirtings, those who have seen the advertisement of Raymond they are only focussing on the white shirting of a high value category, which is produced by this company."
"It has been the real kicker of the real estate division or the realty division, which I stated in my last year’s recommendation that they are owning Donear House at Andheri of about 10 storey building, one lakh square feet, half of which has been leased out and if you see the company has started yielding about Rs 8-9 crore annual rental income, half of the space is occupied by them and half is leased out."
Target if 140
Time frame 6 months
Ankur T.: ⭐⭐⭐ General Pattern
Name # Capital First
Cmp # 769.95
Brief info of comp # NBFC
Conviction point # Capital first has emerged as one of the fastest growing NBFC by increasing focus on retail segment.Capital have potential 5❌ in 5 year.
Bhuvan Arora: ⭐⭐⭐General pattern
Name # Ujjivan
Cmp # 368
Brief intro of comp # It is micro finance institution, started converting to SFB now
Conviction points # My sense is that small finance banks will create easier access to all entities looking for finance. Since Feb 2017 it has started converting to small financial banks and in coming days sfb will target a significant market share as there is increasing demand in housing finance.
It can become a mass market bank focusing on under served segment, it has already converted 14 existing branches to sfb branches
Financial inclusion is at core of the government focus and schemes like housing for all, mudra, insurance schemes will be initiative by 2022.
Harshil Shah: ⭐⭐⭐Name: Philips Carbon
CMP 800
Reason
Finish Goods
Philips Carbon today is India's largest and globally seventh largest carbon black producer.
Carbon black (subtypes are acetylene black, channel black, furnace black,lamp black and thermal black) is a material produced by the incomplete combustion of heavy petroleum products such as FCC tar, coal tar, ethylene cracking tar, and a small amount from vegetable oil.
Carbon black uses
Carbon black is widely used as a model compound for diesel soot for diesel oxidation experiments. Carbon black is mainly used as reinforcing filler in tires and other rubber products. In plastics, paints, and inks carbon black is used as a color pigment.
Phillips Carbon provides a complete portfolio of products to meet the specific end requirements across globe in:
1. Rubber
2. Plastics
3. Coatings
4. Inks and other niche industries.
Investment rational
• Continuous rising Profit after tax, the company has shown significant growth in YoY..
• Company has shown growth in income from operation approx by 18% QoQ.
• Operating profit has shown growth in both QoQ and YoY results
• Global Carbon black industry continued to operate at capacity utilization of 75 – 80% in FY16 against demand supply imbalance
• Company is lowering its Non Current liability i.e Long term liability, this shows that company is focusing on debt reduction.
• Company has increased Cash and Cash equivalent.
• The country's largest carbon black manufacturer - Phillips Carbon Black Limited.
• Currently, it has a production capacity of 4,72,000 MT per annum in India, and involves a dedicated capacity of Specialty Blacks of 40,000 MT per annum at Palej.
• Phillips Carbon provides a complete portfolio of products to meet the specific end requirements across Rubber, Plastics, Coatings, Inks and other niche industries globally.
• The gas, a by-product of carbon black production, is harnessed for generating electricity at the Company's Captive Power Plants (CPP), at Baroda, Durgapur, Mundra and Kochi. That is why Phillips Carbon is the first carbon black company in the world to receive carbon credits.
Target : A company specifically to invest as its mkt leader in its sector and also if u find it expensive . Transfer to Goa Carbon
As both will rule the D street strongly
Sakir Saiyad: ⭐⭐⭐ General Pattern
Scrip Name : Capital First
CMP : 769
Sector : Finance(NBFC)
Mkt cap : 7524 crs
Conviction point : it is one of the fastest growing NBFC of India, Strong Track Record with decent Fundamentals.
DII's also have Good Stake into this.
Target : 5 times in 5 year
P.S : Holding since 550
Rachit: ⭐⭐⭐⭐⭐
Name - CDSL
Cmp - 356
Brief intro of comp -
Central Depository Services Ltd (CDSL), one of the two depository services providers in India was promoted by BSE in 1999. Subsequently, BSE diverted part of its stake to leading Indian banks. CDSL facilitates holding of securities in electronic form and enables security transactions, off market transfer and pledge through book entry.
Conviction points -
The very recent news about extending the trading time is in itself a positive news for CDSL. It has a market share of 43 per cent in cumulative demat accounts and an extended time would mean more inflow of funds.
CDSL's demat account base has grown at a CAGR of 8.6 per cent over FY2011-17. Meanwhile, with capital markets remaining buoyant, the growth in demat accounts is likely to remain strong In the coming years.
For FY17, it reported a net profit of Rs 87 crore on revenues of Rs 146 crore. During FY13-17, CDSL's revenue and net profit have witnessed a CAGR of 10 per cent and 12 per cent respectively.
The only point of concern is that CDSL does not has the flexibility to increase its fees as and when its costs go up as these are regulated by SEBI , which is a key risk in the business of CDSL.
Sandeep S.: ⭐⭐⭐ General Pattern
Scrip Name : Byke hospitality
CMP : 183
Sector : Hospitality
Mkt cap : 733crs
Conviction point : Zero debt , Niche business model(lease based) , Company has good consistent profit growth of 67.56% over 5 years
Target : 5 times in 5 year
Mahendra: ⭐⭐⭐General pattern
Name # edelwise
Cmp # 257
Brief intro of comp # good profit Makeing n many acquisition going on ... still look cheap as compared to EPs motilal oswal which on high pe.
Conviction points # 600++ by Q2 2018
Krunal Patel: ⭐⭐⭐General pattern
Name # bajaj finance
Cmp # 1891
Brief intro of comp #finance(nbfc)
Conviction points # 600++ by Q2 2018
Brief intro of comp #finance(nbfc)... Trusted group... Very stronge group... Good dii%.. Market leader... Recently reached the landmark of 1lc crore market cap..
Conviction points # should be 5x in 5yrs...
Ashish: ⭐⭐⭐Script name LMW
CMP 6030
Company into textiles and defense machinery. Low float in market
TGT 12000 one year
Magesh P: ⭐⭐⭐General pattern
Name # Equitas
Cmp # 165
Brief introof comp #NBFC Finance
Conviction points # Fundamentally good company there presence in the small loan was good. More people deal with small loans well known brand. Now they are enter in to small bank segment. You will see good growth in coming years l.
Nikhil: ⭐⭐⭐General pattern
Name. Indiabulls venture
Cmp 250/-
Brief intro of comp:- started as brokerage firm
Conviction points -
1.Many foreign players bought equity thought preferential allotment in the last few years.
2.Recently granted 1 cr stock option @ 220 which will generate 220cr anytime within 5 years
3. Planning to enter into medical and then sky is the limit for this company.
Easily 5x in 5Yrs.
Holding since (16.50/-)
Indeevar Bhatt: ⭐⭐⭐Name : ONGC. CMP : 162. Almost debt free, can expect 10-15 % CAGR return along with solid dividends year on year. Gas output planned to increase in next 1-2 years as many under going projects will be completing , not a 2x , 3 x type stock. But in present levels limited downside even in a worst case scenario. Can be part of portfolio say up to 5% for stability point of view.
+91 70839 XXXX: ⭐⭐⭐Avanti Feeds. Terrific stock..... Avanti Feeds’ consolidated revenue for the quarter came in at Rs. 998.2 crore, registering 37.8% yoy increase. This was primarily driven by increase in revenue from Power, Shrimp feed and processed shrimp by 46.7% yoy, 39.6% yoy and 25.4% yoy, respectively.
EBITDA for the quarter rose by 195.8% yoy to Rs. 225 crore with a corresponding margin expansion of 1204 bps. EBITDA margin for the quarter stood at 22.5%.
The PAT for the quarter came in at Rs. 148.8 crore, yoy increase of 203.6%.
Company is having existing capacity of 4,25,000MT and has proposed capacity addition of 1,75,000MT by December, 2017 by investing Rs. 50 crore.
Vishal: ⭐⭐⭐General pattern
Name # Tinplate
Cmp # 184.60
Brief intro of comp
Conviction points#
- June quarter profit from continuing operations 141 million rupees versus profit from continuing operations 19.6 million rupees year ago
- June quarter sales 868.1 million rupees versus 404.3 million rupees year ago
Target - 350 / 1 year
+91 98986 XXXX: ⭐⭐⭐general pattern
name # south ind bank
cmp #28.75
brief intro
@technically the stock is about to give a huge cup and handle shapped breakout on charts
one of the most undervalued share in private sector...
🌟one of the only bank.. whose debt is reducing... n increase its performance on yearly basis
🌟had been awarded many a times for its outperforming performance
so with sound management and strong balance sheet
it makes a must buy for 5 years
thanks
Divyaraj Chauhan: ⭐⭐⭐General pattern
Name. Panama petro
Cmp 243
Brief intro of comp:-automobile n ancilary... Lubricants.
Conviction points -debt free company.. Good promoter holding of71%.. 0.04% of debt to equity ratio... Company has the reaerve of 282cr..rating of panama by CARE AS WELL
Easily 5x in 5Yrs...
Pratik Mehta: ⭐⭐⭐General Pattern
Name # Bajaj Finance
Cmp # 1891.20
Brief intro of comp #Finance(nbfc) Very consistent Group with strong presence across India...Good AUM with more focus on retail cases helping in reducing delinquency, by increasing customer base...it is the HDFC Bank of NBFC's
Conviction points # Expecting 8k+ in 5 Years from now
Kunal Shah: ⭐⭐⭐General pattern
Name # Bharat Financial
Cmp # 934
Brief introof comp #NBFC Finance
Conviction points#
Fundamentally strong.
Merger news in next 1 month.
Branches - 1400+.
Evening star formation technically on chart so ready for 🔽
Buying range 780-820.
Trgt - 1500 1yr.
**Not professional Analyst, my personal view**
Amit Sharma: ⭐⭐⭐Name - Tata motors
Cmp 375
Auto sector
Conviction point - auto is future .. by 2030 we can see lot of streamlining in roads, nhai has so many projects up their sleeves related to new construction of roads n highways and in the interim people mindset is also changing..more people looking for technology n comfort... automatic cars are one of them so Tata motors and Maruti have bright future ahead of them
Mukesh Gupta: ⭐⭐⭐Name - Avenue Supermart
Cmp - 1070
Conviction point -
1. Never seen thier any of the stores without huge crowd of customers in last 3yrs (I have been to many of DMarts during this time)
2. Radhakishan Damani
3. Solid fundamentals
4. Best in peers and class
5. Own properties
6. Most optimised business in sector
7. Solid expansion plans
8. Organised retail has huge potential in coming years
9. Promoter is a prominent investor, so will make sure to keep other investors happy
I can see the stock as real multibagger and my fiRST target is 2000, keep in truck load quantity for your retirement and for next generation.
Ruchi Jain: ⭐⭐⭐Name : Eicher
Cmp: around 33000
Company : mostly known for its bikes - royal Enfield.
Conviction: 1) excellent management
2) started manufacturing from its new plant which was built at a recoed record speed of 1.5 yrs
3) new plant to work at full capacity for 3 yrs
4) 800 crore further investment planned for expansion of this new plant to be funded through internal sources
5)debt free company
6) exploring export markets
7) customer delight and customer satisfaction with the product - bikes
8) new models being rolled out
+91 98986 XXXX: ⭐⭐⭐general pattern
name # south ind bank
cmp #28.75
brief intro
@technically the stock is about to give a huge cup and handle shapped breakout on charts
one of the most undervalued share in private sector...
🌟one of the only bank.. whose debt is reducing... n increase its performance on yearly basis
🌟had been awarded many a times for its outperforming performance
so with sound management and strong balance sheet
it makes a must buy for 5 years
Divyaraj Chauhan: ⭐⭐⭐General pattern
Name. Panama petro
Cmp 243
Brief intro of comp:-automobile n ancilary... Lubricants.
Conviction points -debt free company.. Good promoter holding of71%.. 0.04% of debt to equity ratio... Company has the reaerve of 282cr..rating of panama by CARE AS WELL
Easily 5x in 5Yrs...
