SBI MF, Head in an interview to CNBC spoke about the opportunity in Chemicals, being the same today as it was in Pharma a decade ago. I think its time for Indian pool of Chemicals to rise and make huge P/E expansions from mere 4x-6x as they are considered commodities to 20x-30x in the next 5yrs.
Posts tagged Value Pickr
Chemicals and Speciality Chem space in India (14-11-2015)
SBI MF, Head in an interview to CNBC spoke about the opportunity in Chemicals, being the same today as it was in Pharma a decade ago. I think its time for Indian pool of Chemicals to rise and make huge P/E expansions from mere 4x-6x as they are considered commodities to 20x-30x in the next 5yrs.
Pondy Oxide & Chemicals (14-11-2015)
Great research on Stock – Pondy oxide.
Just curious to know views of seniors on comparison of what management has guided and what actual situation panned out.
This will be important to understand managment philosophy – aggresive / realistic / conservative guidance.
Would be glad to know view of seniors.
Thanks
Entertainment Network India Limited (ENIL) (14-11-2015)
Thanks Dhwanil.
As per Q2 result announcement, company is migrating 35 out of 36 stations (including 4 purchased from tv today) from phase -ii to phase -iii. Company has paid 340 crs for phase – iii migration and 339.23 cr for new 17 licenses for phase -iii.
Also TV todays delhi/mumbai/kolkata channels are not approved by MIB for transfer. The Company and TVTN have appealed against the MIB decision before the Hon’ble Delhi High Court. The next court
hearing in respect of the appeal is scheduled for January 20, 2016
Associated alcholols & breweries ltd (14-11-2015)
Contigient liability is inclusive of the bank guarantee given for 30 cr for Mount Everest breweries and the central excise dispute is applicable for all grain spirit manufactures and bottlers which is going to be decided in favour of the manufactures
The employee expense is corresponding with the expansion even though it is slightly higher
Also one question to DONALD and ayush earlier in this forum you guys denied ayush mentioned about not endrossing only invested a tracking qty but the annual report shows like this
Sl. No
For each of the top 10 Shareholders of the year
Shareholding at the beginning of the year
Shareholding at the End of the year
No. of Shares
% of total shares of the company
No. of Shares
% of total shares of the company
1
Garnet Tradlink Private Limited
900000
9.96
900000
9.96
2
Attic Dealcom Private Limited
800000
8.85
800000
8.85
3
Suniket Developers Pvt. Ltd.
81631
0.90
81631
0.9
4
Samriddhi Tracom Private Limited
51554
0.57
51554
0.57
5
Venkateshwar Investment and Fin. (P) Ltd
50400
0.56
NIL
NIL
6
Highgrowth Merchant Private Limited
49255
0.54
49255
0.54
7
Rashmi Tibrewal
42455
0.47
42455
0.47
8
Sanjay Kumar Sarawagi
39624
0.44
40439
0.45
9
Satabdi Tradecom Private Limited
39943
0.44
39943
0.44
10
Adya Merchant Private Limited
33836
0.37
33836
0.37
11
Satya Prakash Mittal (HUF)
NIL
NIL
54801
0.61
Total
2088698
23.11
2093914
23.16
This shows FY 15 there is 54000 shares bought can anybody clarify
Grauer & Weil…. cyclical upswing play (14-11-2015)
Good up move as mentioned by Dhiraj. Great going sir!
Saji’s portfolio (13-11-2015)
As per my view – portfolio has almost all known names – you should buy some unknown names with good businesses & management
Portfolio check _ views please (13-11-2015)
HI all,
I have the below portfolio
1.FORCE MOTORS – CMP 884
2.CAPITAL FIRST @ 374 .
3.L&T @ 1330 – Strong franchise (good mgmt)
4.OBEROI REALTY @286
5.Sharda Cropchem – @262
6..Torrent Pharma – CMP 1425
7.UMANG DAIRIES @62
8.OM metal infta @53
Value picks at cmp (13-11-2015)
HI all,
As per my knowledge in stock markets – some opportunities i can see @ CMP (due to downfall)
1.FORCE MOTORS – CMP 3295 (Strong MNC backups now)
2.CAPITAL FIRST @ 374 (strong management – next BAJAJ FIN in making)
3.L&T @ 1330 – Strong franchise (good mgmt)
4.OBEROI REALTY @266 – good mgmt – good real estate pick
5.Sharda Cropchem – @249 (Asset light model)(good ratios)(almost 0 debt)
6.Torrent Pharma – CMP 1546 (Nexim play)(Dr reddys hurt)(initial entrance in US)
Shah portfolio check (13-11-2015)
EROS has come with accounting fraud claimed by US analysts – so i will keep miles away from such stock