FUTURE MULTI BAGGER COMPANY ANALYSIS

Sure , we are all waiting for your new discoveries also ...
ALL THE BEST SIR

 

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

 

debt is high for sunil hitech.

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

Prabhat is recommended by many incl. Shri Ramaji

 

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

 

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....

 

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

 

100% agreed I have Heritage Food in portfolio

 

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

 

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

 

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

 

yes correct

 

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