FUTURE MULTI BAGGER COMPANY ANALYSIS

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by RAMA MURTHY SASTRY CHALLA, Sep 28, 2015.

  1. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    @shakti ji
    sir are you seen nifty spot WEEKLY CHART ??

    market is now in full bullish no doubt ... but in chart it is slowly forming " Bearish Divergence Pattern "... price action is not taking volumes support as it should be take .... it shows chance to fall in future it may be days or weeks depend up on chart formation and break outs
    if it active unless my first demand area or swing low breaks down and closing

    or if price is moving continue ... pattern is also continuous and if it forms new demand area
    unless the volume raise highest than pattern starting highest candle ... this deadliest pattern follow
    slowly for opportunity ....pattern is silent unless it breaks valid points
    sir , language skills are very poor so i am not able to express my views fully . so i want to show two charts with this post please try to analyses those charts

    [​IMG]

    [​IMG]
     
    Last edited: Sep 13, 2017
  2. shakti khanduri

    shakti khanduri Active Member

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    Well said.
     
  3. Victor

    Victor New Member

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    @Rama, Fully agree with you. I am just still learning EW analysis. I too feel we may have completed wave 3 or wave 5. If wave 3 it's a minor correction. If wave 5 we will have a Major correction. So expecting nifty to start in the downward direction may be Oct / Nov 17. This is only my observation. I still have to learn a lot from experienced members on this site.
     
  4. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    EW analysis gives great results .... in weekly EW 3 rd wave still continuous sir as per my analysis
    4 th wave may be end if immediately correction in market comes 9000 levels take demand area

    or market still continuously bullish further up ward 10500 or some nearer , 4 th wave may be taken demand at 9650 levels

    as per as monthly chart concerns EW 5 th wave is running so i am more worried regarding that sir
     
  5. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    @ Victor ji

    Today i recognize one " BEARISH WOLFE WAVE PATTERN "

    in Nifty spot weekly chart

    as per international wolfe wave chart rules i draw lines in this chart
    pattern break down if 9400 weekly closing level nifty spot
    and its target as per pattern rules 7500 level ...

    [​IMG]

    for better view please click on this chart

    Disclaimer : i am not a SEBI Registered Analyst this is only for learning and discussion purpose
     
  6. amit1212

    amit1212 New Member

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    i have read you query so as you mention above you are the new in stock market so i just want to help you if you want any type of information so you can freely ask me
    for more visit my website :-www.cpiresearch.in
     
  7. wild_hipman

    wild_hipman Member

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    @RAMA MURTHY SASTRY CHALLA
    Most people only speak of their successes and try to remember the factors which led to the success. Great returns you made above.

    But can you also share the failures you experienced in the last 2 years and what lessons you have learnt. I believe failures teach you much more than success. So if you share your various failures and your learnings about what went wrong - it would be great learning for all of us too. Surely its not only been 100% success for you.

    thanks
     
  8. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    i a
    l already post my all stocks details with date also in excel sheet in my old post
    including post numbers please download and check it , i mentioned my failures also ... page number 32
    post number : 634
     
  9. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Today my portfolio Top gainers

    1. Gujrat Ambuja Exports Ltd (GAEL) 7.84 %
    2. Grauer & Weil (India) Ltd 11.57 %


    nifty positive 0.10 %
    my portfolio +1.26 %


    [​IMG]
     
  10. wild_hipman

    wild_hipman Member

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    Oh mine is Rain Industries +18%.

    Great day......Rain Industries rained INR and the rain clouds water (enjoying the wonderful weather here and ofcourse the gains)
     
  11. Capt.Sumit

    Capt.Sumit New Member

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    Good day
    Is it advisable to buy Grauer & Weil at CMP of Rs 61+ ??
    Please advice.
     
  12. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    sir , i have taken partial profit booking and remaining shares i leave for long term , so my investment price is zero because i have taken back my initial investment , in my previous posts i mentioned that
    i invested this stock below 18 Rs.
    but now it is not a best value buying , some correction needed for reentry
    so wait and watch regarding buying , but management is very good
    and business model is also good
     
  13. Capt.Sumit

    Capt.Sumit New Member

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    Thankyou for the valuable advice.
     
  14. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Today my portfolio up + 2.28 % ... nifty up + 0.06 %

    1. Divis Lab + 8.43 %
    2. Karnataka Bank + 5 %
    3. Grauer and Weil + 8.24 %
     
    Srouta Mukherjee and Capt.Sumit like this.
  15. Capt.Sumit

    Capt.Sumit New Member

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    Dear Mr Rama
    Good to see your post on profits.
    I too bought Grauer & Weil in small qty.. Will buy more in dips.
     
  16. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Excellent gains are there. Congrats :)
     
  17. Ravikumar

    Ravikumar Active Member

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    Good gains sir......I am also happy to have Karnataka bank in my portfolio...
     
  18. shakti khanduri

    shakti khanduri Active Member

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    @ Sastry ji - congratulations for your achievements @wild_hipman Sir. you never post upmove in your stock prices. I consider you also a thoughtful investor & smart trader... As for me,i I am a faint hearted immature investor,hence I don't focus on day to day fluctuations.Please don't get me wrong by reading in between the lines. Wisdom solicited.
     
    Last edited: Sep 21, 2017 at 3:12 PM
  19. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    @RAMA MURTHY SASTRY CHALLA Sir recommended Grauer & Weil (India) Ltd on Sept 2015 at Rs. 17.05. Today stock is Rs. 68 means multibagger is there :)

    http://rakesh-jhunjhunwala.in/forum/threads/future-multi-bagger-company-analysis.924/

    Now Grauer & Weil (India) Ltd stock is recommended in ET for 4 times in 5 years :)


    This smallcap is a monopoly biz, projected to grow 4 times in 5 years

    It’s the only company in India and one of the few in the world that offers complete corrosion-protection solutions across various industry segments. It counts Isro, Bhabha Atomic Research Centre and HAL among its clients and is also empanelled with global brand Rolls Royce and domestic airline GoAir.

    The company’s stock has multiplied investor wealth nearly 10 times in last five years; it traded at Rs 53.55 on September 13, 2017 rising from Rs 5.61 on the same day in 2012. Over the past five years, the company more than doubled its bottom line to Rs 50.20 crore in FY17 from Rs 23.42 crore in FY12. Net sales jumped from Rs 327.76 crore to Rs 414.76 crore. At last count, Grauer & Weil (India), also known as Growel, had a market capitalisation of Rs 1,200 crore. The company is almost debtfree with some solid return ratios.

    The return on net worth of the company grew to 18.28 per cent in FY17 from 17.99 per cent and 16.20 per cent in FY16 and FY15, respectively, and 16.30 per cent in 2011-12. Return on capital employed (RoCE) has risen to 22.89 per cent in FY17 from 14.59 per cent in FY13.

    The stock has had a good run in recent time. So there might be some consolidation at this point. But the fundamentals remain intact, says Sageraj Bariya, Vice President for institutional sales at Kolkata-based brokerage East India Securities. Growel has a few acres of surplus land, whose market value exceeds the company’s market capitalisation. This means at current valuation one is getting the stock virtually free. There is some amount of liquidity premium, which in turn is affecting the stock price, says Bariya

    The return on net worth of the company grew to 18.28 per cent in FY17 from 17.99 per cent and 16.20 per cent in FY16 and FY15, respectively, and 16.30 per cent in 2011-12. Return on capital employed (RoCE) has risen to 22.89 per cent in FY17 from 14.59 per cent in FY13.

    The stock has had a good run in recent time. So there might be some consolidation at this point. But the fundamentals remain intact, says Sageraj Bariya, Vice President for institutional sales at Kolkata-based brokerage East India Securities. Growel has a few acres of surplus land, whose market value exceeds the company’s market capitalisation. This means at current valuation one is getting the stock virtually free. There is some amount of liquidity premium, which in turn is affecting the stock price, says Bariya. Shareholding data available on BSE showed the promoters held a 69 per cent stake in the company at the end of June, 2017. Umesh Nandlal More, Niraj Kumar More, Premlata More and their family members are major promoters in the company. As of June end, domestic and foreign institutional investors held a negligible 0.02 per cent stake in the company.

    According to an earlier report by Delhi-based Wealth Discovery Securities, Growel is a one-stop shop for various surface protection solutions with an extensive dealer network. The brokerage said the company has very strong revenue visibility. The company has 10 acres of surplus land in Mumbai's western suburb Kandivali, which has been developed into a mall, Growel’s 101. Analysts see it as a valuable asset with potential to generate significant cash flow. In FY17, the company management reported highest occupancy rate at 87 per cent. If the current revenue and profitability growth (around 10-15 per cent) sustains given the current PE of 21, the stock should definitely touch the Rs 215 level in five years, said Rahul Agarwal, Director, Wealth Discovery Securities. The projection is based on future estimates and relies on historical trends with an optimistic assumption on the sustainability of the growth momentum. The trends may not hold good in the case of a fundamental change in the company’s position that affects growth negatively or if the industry goes through some drastic change.

    Grauer & Weil missed analyst estimates for Rs 502 crore sales in FY17, which the company attributed to uncertain economic conditions because of the government’s demonetisation drive. The company’s engineering segment division, located at Alandi, Pune, customised turnkey solutions for electroplating plants and their components, effluent and waste water treatment plants and other engineering products. A cost rationalisation plan implemented last year showed good results and the division managed to book healthy profit. The company had done surface finish work for Mangalyaan and Brahmos supersonic missiles. Recently it bagged an aerospace certification to supply to the global aerospace industry.

    Growel caters to industries including auto, jewellery, hardware, plating on plastics, infrastructure, oil and gas and other heavy industries. Its products also find usage in nuclear, defence and space sectors and counts Bhabha Atomic Research Centre, HAL and Isro among its clientele.


    http://economictimes.indiatimes.com...row-5-times-in-5-yrs/articleshow/60746197.cms
     
  20. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    @ Srouta ji

    You have written very valuable article , i learned a lot from your article sir ...
    Thank You Very Much Sir ,

    ALL THE BEST SIR
     
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