Donot go by comments only. I cannot find anythong online.
Posts tagged Value Pickr
Virat Crane Industries Limited (VCIL) – sure shot multibagger (23-11-2015)
In marriage and festival seasons there is huge demand and sales for Durga Ghee. Its a monopoly brand in most of the places in Andhra ( I'm from A.P.) There is no competitor for durga. But some people prefer VIJAYA brand also which is to be bought from VIJAYA diaries only. I personally inquired some sellers about the sales and got positive feedback. The present quarter has some auspicious Hindu festivals as well as marriages till December. So definitely there will be some growth in top line.
And according BSE capping circular what is the minimum and maximum price it can move in Nov, Dec. (I am a SIPper. Will accumulate more)
Thank you.
This is my first write up. Welcome positive criticism.
Disc: Invested at 58/-
Wockhardt – A story with twist and turn (23-11-2015)
The news mentions that this exemption rule applies when a manufacturer producing a new drug patented under the Indian Patent Act, 1970 and is not produced elsewhere, if developed through indigenous research. The rule includes use of a new process developed through indigenous research"
It seems Wockhardt's R&D efforts have started paying off! (It spends one of highest R&D expense as % to sales for Indian pharma company)
RPG LIFESCIENCES – Change in Governance and Performance (23-11-2015)
Stock has hit upper circuit of 20% on two consecutive days with daily volume around 10 times average per day volume for last week/month. Any idea about what is happening?
Disc : invested
Virat Crane Industries Limited (VCIL) – sure shot multibagger (23-11-2015)
To an extent yes there may not be too much in terms of product differentiation but Durga ghee is liked by families for its aroma and quality. I did not dig too deep into what exactly is the difference in terms of product, am sure each company will have its own 'formula', though essentially the end product is ghee.
Now coming to brand differentiation, the below 2 factors may be their USP (regionally, at least)-
- Better visibility in retail stores - Tick. As per your and my observations. Discussed in some of above posts as well.
- They came out with 2 really good regional TV ads, one is already shared in one of the above posts which is for Durga ghee itself and the other belongs to Crane Betel nut, which is one of their group companies.
Crane betel nut ad
(The advertisement is very catchy for telugu people with its tune and universal applicability and has "who is who" of TV industry and elders from Telugu film industry). Each and every artiste appearing in the ad is a well known name in their respective industries - almost.
Now, a thought occurred to me, in this ad, just replace the "Crane Betel Nut" with "Durga Ghee" and the advertisement will be equally applicable!!!
Durga Ghee advertisement
I did not see the ads recently though on TV, however, Crane Betel Nut has been sponsoring some programs in telugu TV channel ETV, they got a 10 pm slot I believe.
Diversified Portfolio with growth target of 18-20% CAGR (23-11-2015)
Your best stocks have been TCS and Caplin Point, but your allocation to Caplin Point is very low. I assume your allocation to TCS might also have been low but due to price rise the allocation might have gone up.
One problem with diversified portfolio is that it moves in line with the index if the stocks are good. Otherwise it always underperforms.
I believe that you will be able to generate similar returns if you buy NIFTY ETF.
Think on reducing the number of stocks in your portfolio.
Disc- Invested in Dr Reddy's
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (23-11-2015)
so are you saying that the good q2 operating performance was just a one off due to low rm prices or can they actually sustain and grow these margins?
should dg deep in to surender bhatia and his competence.
Valiant Communications and Avantel may be really big one day (23-11-2015)
aravind,
Please comply with the forum guidelines and put up any idea in its proper format.
Valuepickr doesnt encourage such 4-5 liner threads which shows lack of effort on the part of the idea presenter.
You are hereby requested to read the forum guidelines on posting new ideas and follow them properly instead of these flimsy 4-5 liner topics which resemble something on MMB.
After a point these have started becoming irritating even to the moderators and hence the veiled warning to you.
If u can put up more meaningful write ups we would continue these threads other wise they will be deleted.
Hope u get the message.
KSE Limited — Interesting Business (23-11-2015)
I agree Bheeshma, however you need to acknowledge the fundamental problem with this stock now. Earlier they were able to maintain that water thin margin. Has it changed now is the key question!
And this is because their inability to pass on the increased rice bran prices to cattle feed customers. In last FY 2014-15 AR they indicated they would pass on the prices however you can see from the past 2 quarters, clearly they haven't been. Reason is they are competing with non-profit Govt. organizations who would never increase the prices in the interest of poor farmers. So you see the water thin margin can be boon or a bane and the risk profile of this is high, hence such valuation.
Disc.: Small position, looking to exit!