An investor in stocks for 30 years.Views are personal,not a SEBI registered R.A.Please consult a SEBI regd.analyst/advisor before investing .No paid service.
Happy to see , one more company suggested earlier at two digits now reached five digits .
Paushak Ltd - from Rs.74 to Rs.10000 ( Yesterday's high) , turned as 140 bagger in 10 years .
Shanthi Gears - Considering the sectoral tailwinds,steady business growth,zero debt balance sheet ..etc , this Murugappa group company deserves a close watch.
Discl: Holding
Really happy to see that , One stock suggested @ Rs.165 few years back touched Rs.9420 today . Today's single day gain is Rs.1570 !.If anybody still holding ,really deserves an applause. Power of Conviction and patience 😄
Sunflag Iron and Steel - A profit making company with turnover of Rs 2700 Cr currently trading at a Mcap of Rs.2700 Cr. What is interesting is,as part of a dispute settlement, the company now received 6 Cr shares of Lloyd Metal and Energy that itself is worth over Rs.1750 Cr now.
Investing in loss making/potential turn around companies is like travelling alone in a boat through a sea.Nobody will be there to support you even morally till you reach the shore . So ,generate maximum conviction with proper study before any such endeavor
Likhitha Infrastructure
* Specialising in building and maintaining pipeline infrastructure for Gas distribution.
* Zero debt company
* Higher promoter stake , above 74%
* Order Book of more than Rs.1000 Cr.
To understand more about the potential 👇
APL Apollo promoters completed the acquisition of Moongipa Securities. Now Promoters along with other investors including Sri.Ashish Kacholia, Sri.Mukul Agarwal etc infusing more than Rs.300Cr into this company through allotment of shares/Warrants on a pref. basis.
Discl.Invested
For your kind attention - Other than this twitter account and blog (), I have no Facebook or Telegram accounts and I am in no way responsible for anyone misusing my blog name and collecting money in the name of stock recommendations. I HAVE NO PAID SERVICE.
Mayur Uniquoters - Multiple triggers ahead ?.
Due to character limitations in twitter , one short note posted in Blog .
You can read it in below link :
On this auspicious occasion of Diwali, Presenting a stock idea in the below link of my blog for your study and analysis.( For Educational purpose only)
#Antara
,
#Maxindia
In a bull market ,the wall between equity research and story telling is thin.But only something with a good business will withstand a bear market , not mere stories. Be prudent , be choosy ....😀
Story of Sheetal Cool Prod. is the story of Hard-working,Dedication and Family bonding.Their journey from a small pan shop to Rs.300 Cr Co well depicted in the below link.I hope they will achieve their Vision-2030( Rs.1500 Cr Co) before the targetted time.
Jay Kay Enterprises - Moving into 3D printing space.
For a short note , check the below link.
For information purposes only .Do own due diligence/ consult a SEBI Registered advisor before any action.
Shiva Cement ( BSE -532323), This JSW group company's Rs.1500 Cr project fast nearing completion. This project started in 2020. Currently trading at Rs.780 Cr Mcap.Worth a close look.
Discl: Invested
New sectors and themes emerges as favorites in each new phase of market. Keep an eye on Piped gas /City gas infrastructure related players with good balance sheet , like Maharashtra Seamless.
Lot of tailwinds visible for apparel exporters. Keep Pearl Global Industries ( PGIL) in watch list . Well diversified and one of India's largest exporters in this field, supplying to brands like GAP, Walmart,Zara,Old Navy..etc.Group company of PDSMFL.
Swan Energy pre-paid Rs 2206 Cr Debt . In the last 6 months, the group's debt reduced from Rs.4128 Cr to Rs.1675 Cr . Revamp of recently acquired Reliance Naval and commissioning of few large projects in its subsidiaries ensuring multiple growth levers ahead.
Discl : Holding
Advance Diwali Wishes to all .Detailed notes on a company that is expected to benefit from increasing EV penatration uploaded in the below link : ( For educational purpose only , I am not a SEBI Registered Research Analyst/Advisor)
In a momentum market , buying at any price because of left out feeling is a common mistake.Always Keep an eye on valuation and wait with patience for better opportunities. 😀
Ignore the noises around. Concentrate on businesses and their valuation. Act at the right points . Of course, in a staggered manner considering the volatility.
After a long wait of two years,NCLT aprvd. the merger of Danlaw Elect.Assembly with Danlaw Tech India(DTIL).On merger, promoter stake in DTIL will increase to 62% from 50% and the US based Danlaw Inc will own around 25% out of this, in India listed entity.
Ashapura Minechem Dec.qtr Sales Rs.349 Cr v/s Rs.48 Cr . Profit before Exceptional item Rs.29 Cr v/s a loss of Rs.32 Cr .( All compared with same qtr last year)
Ultimately ,no package will work unless there is money in the hands of people to spend .Stable policies on labor, tax, environmental clearance, better coordination between government departments...etc are the need of the hour for more job creation.
To understand the opportunities and challenges in the aquaculture industry ,I talked with a few experts in this sector and visited an aqua farm of a company @ Tuticorin.
JYOTI STRUCTURES
* Company taken over through CIRP by a consortium of investors led by Mr.Sharad Sanghi ( MD of NTT India, founder of Netmagic)
* Rs.3965 Cr is the committed payment to banks.
This is the season of Annual Reports and AGM's . Serious investors should not miss the easiest opportunity to directly interact with management and clear doubts . All the best 👍
Premco Global - One of the rare Indian beneficiaries of thriving textile industry in Vietnam as well as China+1 sourcing policy. Manufacturers of
narrow fabric, tape and webbing.
Weekend Study..
India is trying to become a manufacturing hub of the world.Recent developments connected with China adding fuel to these efforts. International logistics players will be sure winners out of it. Study TIGER LOGISTICS.(BSE Only).
Check 👇
With a strong debt free balance sheet, new product launches, developing India as a sourcing hub - this MNC deserving better valuation. For better understanding about the company , watch this video.
Megasoft-Just for study purpose
Seems,entities connected with Mr.Srini Raju(Founder CEO&MD of Cognizant and the master brain behind Sri City)tightening their grip over this co through recent dvpmts.Since no clue about their plans,it is a high risk play
A breakthrough in the journey of the company, from the brink of collapse to a debt free one . Management deserves big applause for their sincere efforts to bring back it on track .
“Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can’t produce a baby in one month by getting nine women pregnant.”
WB
Re-looking NCL Industries. Considering the performance of other cement companies from same area,I hope it will report decent numbers in medium term.(In last 3 qtrs NCL reported NP in the range of Rs.5 -10Cr).Heat recovery plant is expected to reduce power cost.Keep an eye on it.
If mutual funds step up buying in small caps due to new SEBI rule on Multi-cap fund allocation and price starts to move up, many good small cap companies will trade once in a week or once in a month due to GSM restrictions 😄
PPE's like Mask,Kit, Sanitiser,Oximeter..etc seems part of our life now and this condition may continue for an extended time even this pandemic subside.NSE SME listed MHHL is the cheaply valued(MCap around Rs.60 Cr) beneficiary.HY ended Sep20 result attached.March result not out.
Ashapura Minechem conducted their AGM Yesterday. Management commentary was very positive. Company acquired license for operating three bauxite and one iron ore mine in Guinea.Contribution from the same expected from 2nd half of current FY.
Ramky Infrastruture completed the sale of NAM expressway to Cube Highways which will result a reduction of debt worth Rs.1500 + Crores from Ramky's consolidated books. 😀
As per today's announcement in BSE Rahul Gupta (Son of Mr. Sanjay Gupta -Chairman of APL Apollo Tubes)taking substantial stake in Best Steel Logistics.He will become promoter and existing promoters will be reclassified as'Public'.Open offer also announced.
Really funny to see that even some well known business channels flashing promoter exited from Amulya .Doing some basic home work is necessary before saying something in public domain. Recalculate the post merger share holding of promoter and conclude only thereafter.
Many of the listed dairy companies are trading at a market cap of 2-3 times to their sales but the above one is @ <0.5.Let us hope at some point of time promoters will realize stock market is a place to create wealth for their fellow share holders too .😄
Reduce promoter's holding upto 65 % is the new headache for market .What will happen if companies increase total capital and issue shares to non promoters like some funds or Institutions to an extent which brings down promoters holding below the limit 🤔