Stock to watch - yembee

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by yembee, Dec 23, 2016.

  1. yembee

    yembee Active Member

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    Nocil

    OCCL product is unique and has a guarded technology. The entry barriers are high for a new entrant.

    NOCIL faces challenge from Chinese / Korean competitors. It's profitability is largely dependent on dumping rules by government. If anti dumping duty is taken off from its products, it will face huge pressure on its margins. NOCIL is a leader in its product suite and is focusing on R&D. Business is facing tailwinds due to govt support.

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  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Thank You very much sir ... very good work sir
     
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  3. yembee

    yembee Active Member

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    You are welcome... any time sir
     
  4. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Your Hard work and knowledge reflecting in your chart ...
    Great Work sir... yes china exports are effecting this company ....
    i want to invest in this company because domestic sales and study growth sir
     
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  5. yembee

    yembee Active Member

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    I too will add a tracking position Sir ... Will be waiting for Q3 Results ...
    Negative : Promoters have recently pledged shares with jm finacial
     
  6. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    i am searching for complete domestic sales socks and less risk stocks like NOCIL
    and i am also focusing other fertilizer stocks sir
     
  7. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    yes sir it is true sir , i forgot promoters stake pledge , it is showing some negativity sir , i will wait until 3rd qty results sir after that i will slowly accumulate this stocks sir
    thank you very much sir
     
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  8. yembee

    yembee Active Member

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    2. Eveready Industries India Ltd
    Well Known Brand now entering into electric house equipment like toasters, mixers, iron etc under young dynamic management lead by Amritanshu Khaitan.


    1) Batteries business steady growth; but should benefit from fall in zinc.

    2) LED seems to be the focus for growth. Very aggressive ad campaign & pricing Can grow 20% for next 4-5 years.

    3) Wider dealer network

    4) E-commerce focus: products in LED & batteries.

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    Negative : Shares pledged
    Point to ponder : Expanding return ratios
     
  9. Faisal

    Faisal New Member

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    Excellent work!!
     
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  10. yembee

    yembee Active Member

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    3.ALKYL AMINES CHEMICALS LTD


    Last three years growth is muted...but The firm has capacity expansion planned in Dahej which is underway and should come online FY 17-18.


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  11. yembee

    yembee Active Member

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    4.Exide Industries

    Derives 60% revenues from automotive batteries.
    Company's undertaking capex to the tune of 1400 cr funded by internal accruals.
    Also, its Life Insurance Business is doing reasonably well.

    Fundamentally Good co at a technically opportune time

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  12. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Thank You very much for your valuable time spending for me Sir ...
    Great work .....
    ALL THE BEST
     
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  13. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Exide is a good stock ... no doubt
    and it is a market leader also
    My view is in my Exide Weekly chart attached with this post ...click on this chart it will expand for better view
    Almost your target and my target same ....

    Disclaimer : I am not a SEBI Registered Analyst , please do your home work before buying , this is only for learning purpose Discussion only
    [​IMG]
     
    Last edited: Jan 7, 2017
  14. yembee

    yembee Active Member

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    Good to know sir ...
     
  15. yembee

    yembee Active Member

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    Sun Pharma : The opportune time to BUY

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