Join me for short term cyclical stocks…..
Posts in category RJ Fan Club
Advise on my portfolio (10-11-2015)
Kindly advise on below portfolio
Apollo Tyres
Bajaj Electricals
Berger paints
Castrol
Colgate
Dabur
DHFL
EXIDE INDUSTRIES
Havells india
HUL
ITC
Kansai Nerolac
Marico
Motherson Sumi
Pidilite
SBI
Tech Mahindra
Thomas Cook
VIP industries
Kindly advise which to hold and which to sell, any new stocks which can be added
Happy Diwali… (10-11-2015)
Wishing all you in here and your families a very happy diwali and a prosperous new year….
Century Ply Research Report Of Motilal Oswal (45% Upside) (10-11-2015)
Valuation and view: With brand leadership in a duopoly market coupled with minimal penetration of organized players, we believe CPBI is well placed to capture the strong growth potential of India’s plywood and laminates markets. Given the improving return ratios (26% RoCE in FY15; expected to reach 31% by FY17), strong EPS growth (20% CAGR over FY15-17) and strong medium-term growth visibility, we believe CPBI deserves multiples in line with similar building product leaders. Maintain Buy….
Monte Carlo Investor Presentation & Results Press Release (10-11-2015)
FINANCIAL UPDATE –
Q2 FY16 Revenues from Operations increased by 8.7 % to Rs. 1,366.2 mn. Revenues have increased mainly due to overall growth across all segments. Gross Margins improved by 452 bps to 52.7%.
Overall Growth Outlook is stable and positive due to good visibility on the Order book.
Q2 FY16 EBIDTA w/o Other income increased by 45.1 % YoY to Rs. 266.3 mn. EBIDTA Margin increased by 489 bps YoY to 19.5% from 14.6% in Q2 FY15 due to –
Driven by Robust Growth in Volumes and…
JK Tyre and Industries (10-11-2015)
Is there anything wrong with JK Tyre?
Current fall in due to change in fundamentals or just consolidation?
How does the next year looks for this?
ARFIN(BSE) (10-11-2015)
cmp-160
Arfin India Ltd. forayed itself as a prominent name in the Aluminum Recycling and Ferro Alloys segment in the year 2001. With a progressive vision and the requisite industrial capacity, the company is today regarded as a name to reckon with in its segment of business. Arfin is a registered member of the Aluminum Association of India, BIR (Bureau of International Recycling) and MRAI (Metal Recycling Association of India), which are all considered to be esteemed associations in the…
syncom formula (09-11-2015)
This week it wuld blast . preparing itself for breakout upward for circit
sybly ind (09-11-2015)
Sybly ind . is doing gud up 15% . near 52 week high