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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    Sure , we are all waiting for your new discoveries also ...
    ALL THE BEST SIR
     
  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Today my portfolio up 2.39 %

    Karnataka bank up 9.34 % Rs. 160
    Nocil up 3.14 % Rs. 96.85
    CEAT LTD up 4.10 % Rs. 1440
    Guj Ambuja Exp (GAEL ) up 6 % Rs. 129.65
     
    ksr likes this.
  3. w4wealth

    w4wealth Well-Known Member

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    debt is high for sunil hitech.
     
  4. ksr

    ksr New Member

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    Debt is there but past performance n price Management quality warrant buy / hold. Stock moving up already. I am in green. Risk reward ratio favourable
     
  5. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    yes correct , but is not over debt , reasonable debt in my view , i like other fundamentals in this company

    some weakness is there " recent promoters stake down , debt " , but i want to give place in my portfolio
     
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  6. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    mainly i attracted due to market cap is Rs. 500 cr. only and sales is around Rs. 2000 cr.
    so i am expecting 5000 cr. sales and 5000 market cap with in 7-10 years
    and more over they are entered in government encouraging sectors like " solar energy , and waste water treatment " sectors that is positive , if they clear all debt with in 7 years and perform and expand in business i think it may become future " LT " in my view
     
  7. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    I am expecting FUTURE MULTI BAGGER SECTOR is " Milk products "

    it is having some attractive points in my view

    * Limited number of large Players in market
    * Production is not developed rapidly over night in India
    it will take time to meet demand levels
    * Milk is not that much availability in other countries also for importing
    * storage and prepossessing units are not at full level in India
    * slowly unorganized sector converting into organized sector
    * Listed companies are very less
    *Due to heavy populated country need more milk for our needs

    *Listed companies business in this milk products field is

    1.Heritage Foods
    2.Prabhat Dairy
    3.Umang Dairy
    4.Parag Milk
    5.ITC

    members please give your valuable suggestions in this sector

    note : i am not a SEBI Registered Analyst , it is only study , learning and discussion purpose only
     
  8. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Today i bought 5 shares @ 659 of " DIVI LAB " for Long term
     
  9. ksr

    ksr New Member

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    Heritage foods owned by Chandra Naidu CM family. Political backing makes it a favorite?
     
  10. Ravikumar

    Ravikumar Active Member

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    I like Prabhat Dairy and Parag Milk foods and one more is Hatsun Agro which is also doing very good.
     
  11. ksr

    ksr New Member

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    Prabhat is recommended by many incl. Shri Ramaji
     
  12. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    ksr ji & Ravi kumar ji

    parag milk and Hatsun Agro both are very costly in my view

    parag milk last Dec 2016 qty result loss Rs. - 37.97 Cr.
    Hatsun Agro PE Ratio is nearly 100

    so i am interested in prabhat dairy and umang dairy and mainly heritage foods

    heritage foods is my favarete stock m recently they are entered in to the cattle feed sector also in Andhra Pradesh state and it is well established company in Andhra pradesh & Telangana states
    it is founded by chandrababu naidu's andhra pradesh CM 's company
    nara brahmani is director in heritage , is very qualified and efficient lady
     
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  13. Ravikumar

    Ravikumar Active Member

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    Thanks Rama Murthy ji......have invested in Prabhat...will consider Heritage based on your views....in between, do you have info on AVT Natural? Seems this is doing good in the recent quarters....
     
  14. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    AVT Natural is good stock , but last 5 years continuous net profit down is main weak point ,
    otherwise it is a good stock , it is a debt free stock
     
  15. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    100% agreed I have Heritage Food in portfolio :)
     
  16. nrayalla

    nrayalla New Member

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    Sastry garu what is your view on kwality?, they had endorsed Akshay kumar and expanding in big way.... (a novice investor)
     
  17. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    nrayalla sir , mainly ice cream products like Kwality success depend on " electricity availability and continuous with out power breaking in all our India " some extent direct milk sales also depend up on electricity

    power crisis is biggest enemy for Milk Products in my view .....
    advertisement is definitely positive impact on kwality no doubt
     
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  18. kharb

    kharb Well-Known Member

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    Kwality Wall's Ice Cream Brand is owned by HUL and Kwality Dairy is entirety different company .Just Kwality Name is common.
     
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  19. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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  20. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    what ever name it may be , this Milk products sector is required " uninterrupted power supply "
     
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