Sumit, Page in 4 digits. I thought 13400 was a good price some time back. Had bought some then. So much of FII holding and if they start to unload then why not...
Posts tagged Value Pickr
Lawreshwar Polymers (16-09-2015)
Recently share price is moving fast..is there any updates..
Price moved up 4 times from my original recommendation but financials are not picked in the same manner,
currently valuations are stretched and thinking of exiting..any opinions..
REPCO home finance – another Gruh in the making? (16-09-2015)
"Mr. Varadarjan said that the Central Registrar of Cooperative Societies, a few days ago, had decided to give option to multi-state cooperative banks to relax the superannuation age of MD/Chief Executive Officers from 60 years to 70 years with the approval of Boards of respective institutions.
Repco Bank is one among the two such multi-state cooperative banks in Tamil Nadu coming under the option, which was aimed at retaining talented persons at the top." - The Hindu August 20 2015
Hope that clarifies the MD issue(for repco bank).
CLSE – the next KRBL? (16-09-2015)
Very True..
But tht's the reason behind such healthy BS of CLSE
1...CLSE is doing Asset Light Business
2..ie...Procuring Rice from domestic market without setting up Rice mills and selling in International market at premium
3..CLSE clearly states they will spend on Marketing now own-words to improve brand Value of Maharani Rice ..Agree it can not be Compare with KRBL or LT foods
4..CLSE operating cashflow Fy 15 is 20 cr against -21 cr
5..Only play in CLSE is Low Valuation, Increase in Export,Opening in Iran Market,& Healthy BS
6..Dont expect returns like KRBL its altogether in different League
(Invested at much Lower Level)
CLSE – the next KRBL? (16-09-2015)
1..Chamanlal's Maharani Rice Export Data :-Showing Increasing Trend YoY
2..Chamanlal Increase its production (Not Capacity) by 35 v% in fy 15
3.Only Concern with CLSE is decrease in Realisation ie..per unit export price showing declining trend but it is compensated with increase in volume
4this is part of commodity business
(Dis:- Holding at much lower level)
POKARNA LTD ( Stock opportunities ) (16-09-2015)
Sure @Maheshcm - thanks would you know if their realizations are on par with caeser stone or higher/lower.
@sumi00 - I agree that they do not have publish full financials of subsidiaries - in this case, the subsidiary is material and is going to be growth driver. Another thing I am trying to understand is about lack of clarity on environmental, PCB clearances - quartz processing is a environmentally sensitive activity. When did they get these ?
Based on numbers, it looks a good story but I want to get to the bottom of what makes them tick.
Bayer cropscience (16-09-2015)
Key highlights of AGM by Capital Mkt
Higher sales of newer products together with increase in emphasis on exports has resulted in a 15% growth in net sales and higher operating margin for FY'15.Exports is hovering around 18%-20% of total sales and management expects it to remain around that level, given the emphasis of Parent on domestic market.
Crop protection business will remain a challenge for FY'16. Given a back to back bad monsoon and lower MSP prices have weaken the sentiments of rural India. While the company through new products and higher penetration will see a growth in FY'16, it will be an overall difficult year for the company and the industry as well.
Seeds business (about 16% of total sales) has continued to do well for the company and so is for the industry. Management expects the seeds business to further do well in FY'16, given lower penetration in the market for organized seeds in India.Some farmers are ready to pay premium for agro chemicals and fertilizers, but generally, a better monsoon and sentiment helps in doing the job of company in a much easier way than in a bad sentiment and overall challenging condition.
Varun 2020 portfolio – 2 strategies (16-09-2015)
Hi
After a long hiatus I am posting once again my portfolio for
everyone's review and comments. Have been in good spaces to get almost
150% unrealized gains on overall portfolio worth exceeding 40 lacs over
last 3.5 yrs.
From the last time I posted my portfolio there are few minor changes
a. Applied in Syngene IPO as I had Biocon - sold out at 350 completely as needed to raise cash to invest in better stories
b. Entered ITC and Bajaj Auto some time back as kind of nibbling in and then decided to get out. Reasons are I couldn't see myself invested in a company making cigarettes and causing cancer. Whats the point of earning money like this - My mother died of cancer. I switched over to Atul Auto from bajaj after a steep correction
c. Entered Supreme Industries, Care ratings and Axis bank as part of my core Portfolio which now constitutes 14 stocks - No stock exit from core portfolio
d. Yes I have 27 stocks overall in my 3 categories of portfolio but I guess its ok - as core portfolio provides stability and long term compounding and other two portfolios are more of multibagger types
My current Portfolios are as follows
Core Portfolio - forms 65-70% of overall holdings
1). Yes bank
2). Persistent systems
3). Alembic Pharma
4). DHFL
5). United spirits
6). Bayer crop Science
7). Lupin
8). Biocon
9). Marico
10). Rallis India
11). Glaxo Consumer
12). Axis Bank - New Addition
13). Supreme Industries - New Addition
14). Care Ratings - New Addition
Sub Core Portfolio
1). Agrotech
2). Vguard
3). HSIL
4).Tata Elxsi
5). Kaveri seeds
6). NRB Bearings
7). Atul Auto - New Addition
8). Aarti Drugs - New Addition
9). L&T Finance
Emerging Business Portflio as Wildcards - Less than 10% of my portfolio
1. Delta Corp
2. Lumax Auto
3. Gati
4. KPIT
Dynemic Products (16-09-2015)
There has been off-market purchases of late by promoters. Could it be that declassified promoters transferring their shares to existing promoters?