Multibaggers Ideas

Strangely the market seems to have gone the other way....down 5%

 

@vinmech @good stocks

Shri Karthik Paper. Views? Been rocking the last few sessions - up 10% today

 

Touched 71.9......now 3.5% down...recovering from low...have patience

 

No idea about karthik papers

 

Hi @vinmech any stock you see that appears to be fail proof with good growth, I like Cochin Shipyard which is also a part of your portfolio.

 

Amtek Auto
Man Infra
Asian Oilfield
AB Capital

 

In Paper stock I like Ruchira and Yash Paper .

 

Small quantity of Yash Paper.....holding

 

Prakash Industries@☺107 ....Highly attractive

 

Locked in upper Circuit ......It may be locked till 230 .

 

Not happy I was waiting for lower price to buy stock

 

for short term

 

Kiri on cloud nine

 

Graphite India@320

 

@vinmech sir i am new to blog and i am finding your calls interesting .
can you please suggest me some stocks for short term and long term.
sir is it a good time to buy Sreeleathers and what can be the target price.

 

Did you delete your post @vinmech about your conviction of sree leather today

 

@vinmech sir, are all these long term. Is it good to enter at current price and slowly accumulate.

 

I recently entered Ruchira a month or so before @156 for a medium term. Slowly growing.

Is it good to hold?

 

Stock is shooting up 5% today

Is it still good buy?

 

Stock has gone for 20% UC at 324.50

Sooper stock picking

Graphite India, HEG zooms over 100% in three months on growth prospects
HEG locked in upper circuit of 10% at Rs 744, also its new high, while Graphite India surged 8% to Rs 275 on BSE in intra-day trade

Shares of companies engaged in graphite electrode business such as Graphite India and HEG continued their upward movement gaining upto 10% on BSE in otherwise range-bound market.

HEG was locked in upper circuit of 10% at Rs 744, also its new high on BSE. According to report the analyst at foreign brokerage house Jefferies initiated coverage of the company with a recommendation of buy with a target price of Rs 1,050 in one year.


Graphite India surged 8% to Rs 275 on BSE in intra-day trade on back of nearly three-fold jump in trading volumes. A combined 4.16 million shares changed hands on the counter on NSE and BSE till 2:21 PM. The stock is trading close to its record high of Rs 276 touched in August 21, 2017 in intra-day trade.

In past three months, HEG has zoomed 193%, while Graphite India soared 122% as compared to 3% rise in the S&P BSE Sensex.

The strong performance is being driven by a significant change in the outlook for the global graphite electrode segment in the last few months, which has brightened the prospects of the sector.

According to HEG, recent Industry consolidation in graphite electrode industry is to improve capacity utilization, going forward.

“Electrode sale prices expected to increase with the enhanced capacity utilization levels in the industry. Electrode market likely to stabilize at higher utilization levels during FY 18 vis a vis FY 17,” HEG said in investor presentation.

“The fortunes of the graphite electrode sector have been on an uptrend. Over the last few months, spot graphite electrode prices have registered a notable increase. Going forward, HEG is likely to benefit from increased prices from H2FY18 and FY19E,” analysts at ICICI Securities said in company update.

Going forward, the increased volume and improved pricing is likely to boost the company’s earnings. A higher operating leverage will accentuate the operating margins sharply from current levels. We expect EBITDA (earnings before interest, tax, depreciation and amortization) margins to increase from 9.4% in FY17 to 17.8% in FY18E and further to 18.3% in FY19E, added report.

https://www.business-standard.com/a...onths-on-growth-prospects-117091400788_1.html