Hitesh Sir,
If we look at the chart for last 5 years, there is another Cup-Handle pattern formation. Text book definitions say, this can range between 6 weeks to 6 years. So, does this increase the probability of a positive breakout?
Posts tagged Value Pickr
Talbros Automotive Components Limited (TACL) (03-12-2015)
@DEEPAK_AGARWAL,
It may not a matter of concern at this stage considering the below fact.
The price realization from 2/4 wheeler vehicle is less than 1000rs.
TACL currently gets 700rs as their products price for every 4 wheeler sold by their customer. This 700 is very small compared with car price, hence squeezing of margins by car manufacturers is not a big question at this juncture.
Emmbi Industries – Boring name. boring business (03-12-2015)
I verified this stock when the promoters are increasing the stock at 15 levels.
But when i found that they are involved in IPO manipulation, i stopped tracking it.
You can go through the below link.
Emmbi Industries – Boring name. boring business (03-12-2015)
Hi,
I am new to value investing.
I have been observing Emmbi industries for the last 2 yrears.
Emmbi Industries Limited is an India company, which is involved in manufacturing and trading of plastics products. The company has a market cap of INR1.45 billion. The Firm makes and trades high-density polyethylene and polypropylene -woven polymer products and raffia products. It has a P/E ratio of 17.5 . It makes and sells flexible intermediate bulk containers (FIBC) and woven sacks, and various woven polymer products, such as container liners, protective irrigation system, canal liners, flexi tanks and car covers.
Below are some of my observations :
Sales growth for last 5 years : 17%
NP growth for last 5 years >= 14 %
Tax payout for last 5 years >= 16 %
ROCE AND ROE increased for 9.xx to 12.xx and 11.xx resp.
NPM % has been consistent at 3.xx % . [ which looks decent for a commodity business]
Debt to Equity ratio at 1.2 looks decent after a decent amt pumped towards capex. during the last 5 yrs.
Current P/E :17.3
With my limited knowledge, the business looks good and headed north [ at 15 - 20 % cagr] in the near future unless the management does something terribly stupid.
Mgmt:
Looks decent till date.
Noting terrible reported till date about management.
The company is run by makrand [ iit - mit] and rinku appalwar [ husband and wife ]
1st generation entrepreneurs.
Anyone else also invested EMMBI ?
Pls add on whatever information that you can get.
http://www.wovensackindia.com/
Disc: Invested from RS. 8 and adding via Stock SIP.
Shree Hari Chemicals – Get 18cr Cash & Business for free (02-12-2015)
This will be risk in this business (short term / long term). But if company is listed since 1992 doing same thing for so many years now, and Modi's Make in India is to happen - then I dont see closure of business. There can b closure of factory in worst case and Shree Hari can move to Gujarat state - mai baap for all factories to b opened (may chemical factories in Vapi (Gujarat) ).
Buffet - "Buying the stock at that price was like picking up a discarded cigar butt that had one puff remaining in it but available at free of cost" for Shree Hari
But also true is - (not for Shree Hari) - "Buying quality business at fair price is far better than buying average business at discounted price" for Kaveri Seeds / NMDC / GMDC / Vardhman Acrylics
Vinati Organics (02-12-2015)
Please do not upload reports on VP that are not freely available in public domain. Geojit BNP report post has been deleted. What you do privately or on emails is not our concern, but how you conduct yourself on VP is!
Please see VP guidelines on respecting intellectual property. By uploading reports (on VP Forum) that are not for free circulation, you are violating the authors intellectual property and the rights associated with the document.
Please do not solicit such reports on the forum either. That is also violating VP guidelines.
And when a report is publicly available, it is better to provide a link to the document from the original author/site rather than upload at VP
Thank you for co-operating.
Trending Sectors for 2016? (02-12-2015)
Sorry, don't know. My educated guess - numbers are based on total MCAP of public listed Indian companies i.e. not just limited to NIFTY and/or Sensex stocks. Reason?
- Exhaustive 40+ sector categories; many more than NIFTY coverage.
- Pharma sector 7.88% weightage for 2015 translates to ~7L cr India Pharma MCAP (i.e. 7.88% of ~90L cr India total MCAP). Sum of Sun, Lupin, Cipla, DRL, Cadila, Auro, Glenmark, Divis, GSK, Torrent, Alembic, Ajanta, Shilpa, etc. MCAP comes to ~7L cr.
Data would have few grey entries, understandably e.g. Piramal - Should it be counted in Pharma, Finance or Real Estate?
@vml, this chart is really interesting and useful. Appreciate if you can share how these numbers are calculated - i) coverage width, ii) snapshot of a particular date of year or average, etc? Thanks in advance.
Agro Tech Foods – A small cap MNC foods FMCG (02-12-2015)
Key Risk is poor sales growth .3 year Sales CAGR : 2.54 % : 5 Years 3.18% :10 years -2.31%
They will suck your money out in a v polished manner thro' opportunity loss of capital and when you exit in frustration the stock will go up based on some non earnings trigger
Vinati Organics (02-12-2015)
Geojit BNP- Vinati Organics Ltd Q2FY15 Result update.pdf (502.0 KB)
Attached the BNP report. Hope this helps.
Socially Responsible Investing? (02-12-2015)
was in a similar discussion on another forum after the announcement of liquor ban in Bihar
personally, despite being a teetotaler & non smoker, i couldn't let go of the investment opportunity that ITC presented (when it was ₹10 paid up) (do not hold any, sold long ago)
there's plenty of things one could consider for ethical investing and what one considers as ethical
you could look at the BSE Shariah for Shariah compliant investments
read up on usury banking, it is intersting