10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Archives : Old artciles

Monday, August 31, 2009

Godrej industries:Paid call to members

Many of you repeatedly in my mail have asked for paid calls and what they will be and all.Now as an amateur and being a social guy I would always safeguard the vested interest of investors than something else.The open blog is a place for me to give guidance..paid blog is for the one who needs those calls and my bigtime guidance desperately.Anyways here"s an example of a paid member call and the type which I provided just few days back.

Saturday, August 8, 2009
Coming week outlook and stock tip-Godrej industries

Scripscan:Scripscan:Godrej Industries Ltd
Traded in:Bse-nse

Story:Demergers have been great opportunities for shareholders to make money. Indian companies have invested through cross-holdings and subsidiaries in a variety of businesses and when these businesses have been spun off, they have created huge value for shareholders. The best example is the Reliance break-up. If Reliance were a single conglomerate, there would not be two Rs100,000 market-cap entities. Splits in Indian Rayon or Zee group and NIIT have also created value. Are there more demerger opportunities? Consider Godrej Industries (GIL). This company has investments in property, poultry, foods, chemicals, household insecticides (Good Knight) and financial investments in several companies. The chemicals division is the largest producer of oleo-chemical (used in dry-cleaning, making fatty acids and fatty alcohol), glycerin and surfactants. Godrej Agrovet, in which GIL has a 58% stake, is in animal feed, integrated poultry, agri-inputs, oil palm plantation and plant biotech. Godrej Agrovet has a subsidiary which has started a retail chain of stores called Aadhar. Godrej Hicare, in which GIL has an 86% stake, is in pest management. GIL bought the Nutrine brand last year in Godrej Beverages and sold a 51%stake in GBL to Hershey’s. It will be renamed Godrej Hershey. All these businesses have great instrinsic value.But the crown jewel is GIL’s property business through an 82% investment in Godrej Properties (GPL). Apparently, the GIL management expects real estate to become the largest business in the Godrej group over the next five years. Godrej Properties has got about more then 425 acres of land across the country, the conservative value of that works round to about Rs 2000-2500 crore.Besides that the company also has a mandate to develop the huge property, the group company Godrej & Boyce has a significant business opportunity. Add to this they recently bagged a contract from the Ahmedabad Municipal Corporation for development of a township in Ahmedabad, so that is also a significant project.The Godrej group has traditionally been a big investor in land. Opposite its factory in Mumbai, it holds acres and acres of barren land. There is market talk that the 100manufacturing locations of the group constitute a potential land bank.Godrej properties is set to come out with an ipo in the next 6 months and thats gonna unlock huge value for godrej industries shareholders.Godrej is already outperforming the market and I expect that to continue over the next few months.A great buy at present levels.

I can be reached

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner