Excellent write up and presentation Santosh.
I found even more informative than MOST study report itself.
Posts in category Value Pickr
Vinati Organics (02-12-2015)
Great. Please ask him about the client loss and exact reason for the same. If possible, also inquire about % loss in IB volume due to this. Cheers!!
Eicher Motors (02-12-2015)
Taiwan has over 100% import taxes on these high end bikes.
So end prices could be reflecting international prices + taxes. From what I understand none of the other dominant players have manufacturing base here.
This is a good read for more details http://topics.amcham.com.tw/2015/04/big-bikes-remain-a-niche-market-in-taiwan/
One peculiar thing here is, the highways/expressways don't allow bikes lesser than 250 cc and the commuter segment is still dominated by 125-150cc bikes. So ppl who travel long distance in city have an incentive to upgrade to 255+cc bikes and use the expressways to cut down much of the high traffic routes.
Vinati Organics (02-12-2015)
No problems. I've also just written a mail to the Company Secretary, Mr. Singhi regarding volume information amongst other things. Will also call him up incase I don't get a reply in 2-3 days.
Vinati Organics (02-12-2015)
Facing some problem attaching. Will share as soon as possible.
Vinati Organics (02-12-2015)
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Vinati Organics (02-12-2015)
Vivek - can you pls share the reports you're referring to? Not able to find them on researchbytes or any other forum.
Agro Tech Foods – A small cap MNC foods FMCG (02-12-2015)
Having worked in the sector, the following need to be considered :
1. What sales % comes from the "branded" segment. Even Sundrop is hardly a brand - there are tons of Sunflower oil manufacturers with sub-10% shares and "leaders" in their own sub-sub-segment 
. If some people believe there is some pricing power in Sundrop - it is also a very small % of the edible oil sales for agro tech . My hunch is max 300 Cr including Sundrop.
2. Popcorn - Institutional sales are a big % for this category because of connection with entertainment. What stops a live pop corn seller from buying corn and popping it himself with the Act 2 banner for display? Checked with someone internally and that has been a huge problem for them as margin that a retailer can get from selling his "private label" ACT 2 pop corn is much higher
My view is that stock is still highly overvalued. Investors will sell out eventually when they realize that this is not really a great business.
Deepak Fertilizers and Petrochemicals (02-12-2015)
Hello Hitesh,
I am new member for ValuePickr and was trying to identify the pattern as you mentioned (cup-and-handle). To my novice eyes - another script seemed to form similar pattern. ATULAUTO. I don't mean to hijack this thread but, as you have elaborated the pattern details, could help to ask you if you would consider this to be a good cup-and-handle formation?
It seemed to have all the qualities:
- Long cup - bottomed
- small handle -- during which volume was significantly less
Also -- what is the usual entry/SL/exit criteria for this type of technical bets?
disc: Do not hold any position on ATULAUTO or Deepak Fertilizer. Trying to learn
Trending Sectors for 2016? (02-12-2015)
Any idea how are these trend scores calculated ?
As far as stock pricing is concerned I found cement and Auto Ancillaries corrected in 2015 but here they have increased from 2014. How is it so? Does it mean overall market size of the sector has increased but is not yet reflected on stocks as the cement/reality/construction stocks were already overpriced and corrected themselves in 2015?
Secondly I had the impression reality sector should be strongly corelated with cements even that I am finding is not true here.