Categories

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).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Wednesday, July 30, 2014

Gati Ltd:-The multibagger logistics idea/The e-commerce proxy play.

Note:Recommended to members a week back at 107.Quoting at 110 odd now.

Multibagger Business idea:-

Scripscan:Gati  Ltd
Traded in:Nse-Bse
Cmp:107rs
Target:400rs
Duration:3-4 years
Return percentage:4x
CAGR return:40%

Quote:Sometimes you don't need to be a research bloke to get hold of big multibaggers.Think being a 16 year old or maybe someone who hardly understands any ratios or valuation metrics.Few such kinda points which will tell you why today's pick is one heck of a potential big multibagger.

Note:I don't quite prefer to recommend two stocks from the same sector but if something is expected to be hot,then playing with two-three growth stocks can provide a lot of returns.I did recommend TCI, which has been an instant success.As you all are aware it was given at 120 bucks and in no time it doubled just like that.TCI is a leader which is managed by people with conservative guidance.Gati on the other hand guides aggressively.At that time,TCI looked much cheaper than Gati in terms of valuations.Its the reverse now, gati has turned much cheaper to TCI.

About the company:Gati Limited is pioneer and leader in Express Distribution and Supply Chain Solutions in India delivers 5.2 million packages per month. Having started as a cargo management company in 1989, Gati has grown into an organization with more than 4,000 business partners and a network reach of 667 out of total 671 districts in India. Gati has over 4500 vehicles on the road excluding their fleet of refrigerated vehicles, container shipping vessels and world class warehousing facilities across India. Furthermore, Gati has a strong market presence in the Asia Pacific region and SAARC countries. Gati has offices in India, Singapore, Hong Kong, China, Nepal and Thailand.Now to know about its infrastructure,JVs,capability and efficiency or about its guidance,follow the investor's presentation: 

https://www.gati.com/images/pdf/Investors-Presentation-FinalV1.pdf

1)I am someone much fond of online shopping.Many a times bought stuff from the likes of snapdeal,flipkart,myntra,yepme,jovi and many more.This companies are growing at 200% annually maybe.But they are never bothered about profits.Its a classic greater fool theory where a fool buys only with the intention of selling to a greater fool at much profit.What is my interest then?Sounds irrelevant?Come on think about the logistic providers.The medium between the company and the buyer in a quintessence.There would be many more e-commerce firm which will come and go but they would ensure the logistics providers enjoy a super extravagant life atleast for the next decade or so.

2)Gati's e-commerce division did a revenue of 40crs in fy13-14.Company expects to grow by 100-125% for next few years.They have an aim of delivering 1200crs revenues from this division by 2020.For a reference,there's a supply chain company called 'Delhivery' which is about valued at 500crs.They probably did 140-150crs last fiscal.So if gati delivers 1200crs which shouldn't be a big deal considering the upcoming demand,that single segment itself gives a 3600-4000crs valuation to Gati, say 5 year forward.Gati's present marketcap is just 900crs.

3)I don't like greedy promoters during uncertain times but when times changes for good,I do fancy them.The reason is simple folks-They would do every possible things to make sure their stock price moves higher.The hints are infront of you.They have even managed to convince stalwarts like Radhakishan Damani,Ashish Kacholia etc.Those big names are holding a chunk of Gati.Imagine a listed company claiming "logistics will lead the next bull run' in their presentation.Well the sector certainly will-I echo their statement.

4)When Trade to trade segment is a trigger:TCI has moved to different orbit as punters are trading on it.Delivery stats are way too low for that company.If gati was in normal segment,its fate would have been same like TCI.So ones Gati gets moved to the normal settlement,same punters would fancy it and make it move higher.This is more of a psychological thing which the experienced can well fathom.In this case its rather of a big trigger.

5)The fast expanding e-commerce market in the county provides it with an opportunity to leverage on Gati-KWE back-end services(its Jv) and expand its reach.Exiting the shipping business will improve the profitability of the company.For a long time,investors avoided the sector for poor ratios.But with strong tailwinds and implementation of GST,they would look much better.Also as the Ecom division grows big,the operating leverage story will pan out too.Wont be surprised if it shows ROE of around 18-20 by fy20.

2013-14 numbers:In Q3FY’14, the Company’s consolidated net profit stood at Rs 13.8 crore as against Rs 7.5 crore in the corresponding quarter previous year.The total consolidated turnover stood at Rs 386.5 crore for Q3FY’14 compared to Rs 321.7 crore in the same period of last fiscal. In FY’14, the consolidated turnover of the company (9 months) stood at Rs. 1,127.1 crore and net profit was Rs 28.3 crore.

Company guidance:Its current debt stood at Rs 480 crore as of March 31, 2014.It expects debt to be contained under 500 Cr.Company has given a guidance of 1732crs of consolidated revenues for fy14-15 and further guided 2066crs of revenues for fy15-16.Ebitda for those two years guided remains 170crs and 214crs respectively.Pbt guided for 2015 and 16-100crs and 151crs respectively.PAT for fy16-17 should come over 100crs.Company has changed its year ending from July to April.So maybe one-two quarters adjustment to reach that figure mark.

Point to note:Gati within a couple of months at most will sell out the Gati ship division(as guided in the latest conference call).It made losses to the tune of 17crs.So without even doing anything,this 17crs would swing and inflate the last years number.That's over 60% a jump to last year reported net profits of 28crs.

How I arrived at 400rs:Company will grow its PAT at 35-40% CAGR for coming few years.The highly craved e-commerce division will grow at over 100% CAGR.So assimilating those and keeping a PEG of tad less than 1,helps me to arrive at the price target of 400 bucks.Sectoral tailwinds,implementation of GST will further rerate the stock.Company has guided an EPS of 10-11 for fy16.So quoting at par compared to over 15 times of TCI or Bluedart.Gati thus is one heck of a long term buy.


BTW:People looking for midcap/smallcap positional call professional service may rush a mail at my mail id arunsharemarket@gmail.com to know more about it.

159 comments:

Anonymous said...

Hi Arun,can Manjushre tech be bt @ cmp,as Dolly Khanna bt recently

Anonymous said...

Hello Arun,

Sunil Hitech, after a sharp run has corrected significantly. should we enter at CMP of around 120.

Regards,

Anonymous said...

Whats your view on Mold Tek packaging

Shankar Krishnamurthy said...

Hi Arun

Promoters of Gati have pledged 63% of their holding. Isn't that an issue or you think they are better leveraging the borrowed capital? Thanks

Shankar

Anonymous said...

Dear sir,

What is ur view on bajaj electrical ?
Second time its q result are poor.
I am holding this stock.

Should i still hold ?

Anonymous said...

Hi Arunji I am new to stock market and holding nilkamal and kirl oil 100 each please give your views..thanxs in,advance

Anonymous said...

Sir ur views on Sandesh

Anonymous said...

Sir can I buy Vst Tillers at CMP? Is it a safe yearly compounder

Anonymous said...

Hi sir what's your review about Poddar Pigments?????plzzzz

Anonymous said...

any inputs on Shree Rama Newsprint...

Anonymous said...

can I invest in Jayshree team at CMP?

karthik said...

Hi arun...what is u r view on vaibhav global and granules at cmp

Anonymous said...

Sir, shree infrastructure is a safe investment

Anonymous said...

what do we do with canfin considering the rights issue. stay invested? how to subscribe to the rights issue?

Shweta said...
This comment has been removed by a blog administrator.
Arun Mukherjee said...

1)Manjushree was recommended by me at 96 bucks.Still looks as good as it looked then.

2)Sunil hitech can be bought at dips.

3)Mold tek is a good packaging play with a solid dividend yield.The MD happens to be a batchmate of an uncle of mine.Even its kpo division should do well in coming years.

4)When there's sectoral tailwinds and a good market condition,pledge hardly matters.I mean the pledge share issue would only come into the picture if the price hits 28-30(on words of my sources),so thats not a concern.

5)No idea about shree infra.Never even heard the name before.

6)Lot of guys are suddenly in for dhp,which was covered at 30 bucks by me.It did hit a low of 20 after that.Remains a buy at dips.

7)There's a huge valuation gap between jaysree and mcleod.So yes it looks to be a value buy.

8)Poddar pigments is a good one,counter to watch out for.

9)Vst tillers I bought at 41 in the year 2004 and sold at 45.Its been a 40 bagger since.A good buy at dips.

10)Sandesh is more of a conservatively managed company.Though looks ripe for a 30% yearly rally.

11)Nilkamala nd kirloskar oil would do well in the coming quarters.Hence a hold.

12)Bajaj electrical has guided a better picture in the coming quarters.So you can hold on.

13)Till Mr llango is at the helm of canfin,stay invested.Contact your broker for the rights subscription.It happens online this days I guess.Previously involved a lot of offline paper work.

c p said...

Dear sir
What's ur opinion about
dabur India
Jsw steel
Reliance industries
Reliance communication
Reliance power
Pasupati acrylo
Assam company
Network 18
for long term @ cmp

Anonymous said...

Dear arun...what is your opinion on vaibhav global n granules at cmp

dibyajit saha said...

HI Arun Da ,
Watz ur take on Jyoti Structure ?
Bought around 60 levels, currently trading @47.

ELANGO MUNUSAMY said...

Thanks 4 recommendations

Ashiq mehraj said...

Thanks sir for your great job sir your view upon orchid chemical .aksh optifiber .and Neo corp international thanks sir

Anonymous said...

Arun sir what is your view on poineer invst and welspun projects ...

Anonymous said...

Your view on International Paper (Andra Paper)?

Anonymous said...

What about fluidomat...sales declining.....

Anonymous said...

Can you please share your views on Kitex Garments and Amtek Auto?

Anonymous said...

hi arun,
your view on dhanuka and astra micro results?

Anonymous said...

Arunji,

What's your view on Sujana towers?Earlier you had recommended the same at 10 .Can it be a multibagger?

satishdevata said...

Hi Arun,

out of TCI and Gati, which one you preferred for a time period of 4-5 years. So that i will purchase few quantities every month.

Ankur Kejriwal said...

Sir do u see l&t to buy at cmp and ur target for 1 year

Anonymous said...

Hi sir,

What is ur view on zenith fibres,PBM Polytex,stonrose mafatlal investments finance ?

Anonymous said...

Hi arunplease give your views on neelkamal results, its furniture division is making losses continuously, how do you see the future, and if possible can u suggest a target for next 3 years if I hold it, thanks shailesh

Arun Mukherjee said...

1)I dont like the reliance pack.I mean one brother is trying to cover each and every sector of the world,the other erected a 9000crs house.Read the polyster prince by Hamish Mcdonald how their father constructed the whole empire.Jsw steel is good but again Mrs jindal getting 125crs yearly just for the JSW brand is more than crap.Others I dont track.Dabur is a good safe long term compounder.

2)Bullish on both vaibhav gems and granules.They got more good times ahead.

3)Bullish on jyoti structures for a 3 period period.Stock should double in the same duration.

4)Dont like orchid or aksh.Neo has got a long way to go.I prefer shilpa medicare and finolex cables in place of the former.

5)Pioneer investcorp and welpsun projects both are kinda bull market stocks.They would fly with the wind.

6)Very poistive on international paper.That is kinda a global logistic play now.

7)Check the 10 year record of fluidomat.Even in worst situation it delivered great numbers.Drop in sales but rise in PAT speaks of pricing power.At 60crs mcap,its a moonopoly+high cash flows+pricing power+power ancilliary play+30%+ROE+replacement cycle if 6-8 years only with high margin spare parts backing it up.Its a mix of la opala and hawkins.

8)Bullish on both kitex and amtek auto.Amtek should double in next 3 years.

9)I attended the astra micro calls.Management guided a fall in sales and profits this fiscal.But very bullish on dhanuka.

10)After I recommended sujana tower at 10,it went to 240.Its still at 100+,split adjusted.Operator counter though this days.

11)Very bullish on both gati and tci.Both should be kept.

12)Larsen is an asset,never sell it.A 15-20% compounder for ages.

13)Bullish on zenith fibres among the lot.Its quoting at negative EV now.As safe as a FD with 5% dividend yield.

14)We should give more time to nilkamal.Can double in 2-3 years.Check the mckinsey consumer report to get idea about the consumer power.

Raj said...

Dear Arun,

Thanks for your wonderful recomendations. What are your views on Prozone Capital at CMP...

Anonymous said...

Hi.. Avanti results were awesome....I think this is showing like tech companies shwd results way back in 2000..... Do think it can run like richer from 1k to something around 9k......beoz Eps 140 this year pe 25...can take it to 3k easily...please share ur comments...

Anonymous said...

Hi Arun, Ahmednagar forgings gave stellar results. A jump in both top line and bottom line. It delivered an EPS of 15rs in last two quarters. So looks like it is on its way to achieve 60rs EPS for this year. In 2010 you had mentioned that PE multiple of 7 looks low for this. Also considering this belongs to amtek group What is your current take on this from a long term view? Is re rating on cards?
Thanks!

Anonymous said...

Sir...I have bought Jain irrigation at 122.... Its now at 99....all say prospects great....but its falling....y...and sir can u see dhp and fluidomat like next laopala..cera...avanti....

Anonymous said...

Hi Arun

Can u pls share your views on

Page Industries
Balkrishna Industries
Torrent Pharma
Gruh finance
Abott
Vikram Thermo
Berger Paints
Force motors

Anonymous said...

Sir your view on Subros ?

Anonymous said...

Hi Arun....

what is u r opinion on Canfin homes at cmp?

Ramakrishna Garimella said...

Dear Arun,

Can I buy FLUIDOMAT for medium term investment @141/142

Anonymous said...

Dhp is next avanti......fluidomat is next laopala....can be it true.....gati is next Hawkins....I hear this from many people....

Anonymous said...

Arun sir what's your view on Genesys..?

Anonymous said...


Dear Sir,

What is ur view on Q1 result of below mentioned stocks :

MM Forgings
TRF
Goodyear
Oriental Carbon
EPC Irrigation
Nilkamal
Balkrishna Ind

sunilagarwal01 said...

Hi

Any idea why promoter of charm industries shiv Kumar chauhan buy shares from open market .

Recently he purchased close to 1 percent of equity share .

c p said...

Dear Arun ji , ur view about kirloskar oil for longterm

Anonymous said...

Arunji Plesae advice on buying BIRLA SHLOKA EDUTECH LIMITED @cmp

Anonymous said...

is it worth a buy Bajaj Electicals though there has been disappointing Q1 results for long term?

Anonymous said...

Can we enter Gulshan poluols @cmp 175 after flat Q1 results? Future looks promosing and good opp to enter? Pls advise.

Anonymous said...

How do you see Capital First Q1 results?

Arun Mukherjee said...

1)No idea about prozone cap.

2)Avanti I have recommended thrice to members at 86,112 and 222.Best to sit tight and enjoy the massive gains.If it keeps delivering consistent numbers,can reach any levels.

3)Ya as mentioned I do like a lot the counter,ahmednagar can well get rerated even from present levels.

4)Mankekar bought in jain irrigation.So looks to be a promising bet.Good prospects.

5)Subros too is a good long term bet.The leader in its segment.

6)From balkrishna to force to page to gruh all are compounding machines.

7)Canfin is a buy till Mr Llango is at the helms of canfin.

8)Genesys is a very interesting stock.Innovation is at its best.Keep it under the radar.

9)Fluidomat is a good buy at present levels.

10)1% is nothing for charms,told you repeatedly,till takeover happens,if at all,it wont move big.

11)Kirloskar oil is a good long term bet.

12)Bajaj electrical is a sound long term bet.Please dont post same questions time and again.Check the earlier posts and you will get the required views.

13)Dont track birla shloka.

14)Gulshan poly has got massive potential.Sorbitol will do wonders for the company.

Ankur Kejriwal said...

sir ur views on ahmeadnagar forgings@285

Anonymous said...

Dear sir,

What is ur view on Dion solution after Q1 result ?

Anonymous said...

Dear sir,

What is ur view on TRF after Q1 result ?

Anonymous said...

Thanks for your great recommendations. What are your views on Sasken at CMP and mid term.

japs said...

Can we buy Nippon India at cmp?

Anonymous said...

Ur views on result of capital first ,do u like dcm shriram and madhucon@cmp.

Anonymous said...

Hi Arun, Thank you for your replies. Can you please let me know your take on Themis medicare results. It posted a PAT of 1.4crs. I know in pharma you are bullish on Shilpa medicare but I wanted to know can Themis turnaround in a big way going further going by their current Q1 results?
Thanks!

Anonymous said...

Arunji...how u look at gati results

Anonymous said...

What is your view about birla cotsyn?

Anonymous said...

Hey Arun,

What's your take on Claris Lifesciences, Garware Polyester and Uflex?

Thanks

Anonymous said...

Sir,great call on fluidomat,can i buy manjushree@405.

Anonymous said...

Hi arun sirWhat is your view about vinus remedis

Anonymous said...

Do u see any wonders happening in fluidomat...ur bull stock.....it may fire....like anything...what's ur view

Arun Mukherjee said...

1)I dont quite track dion global,so wont be able to comment.

2)TRf results were bit below expectattions but they have got a great future ahead.

3)Ahmednagar looks to be a value buy even at present levels.If it can maintain some consistency,stock can have a wild northward movement.

4)Manjushree I have recommended at below 100 and it still looks a great bets at dips.

5)Liked the capital first results.One of my nbfc picks to watch out for.

6)Gati delivered awesome numbers.Check the pbt figure vs last year june's one.It will probably beat it pbt guidance of 100crs for this fiscal.

7)Fluidomat still has a long way to go.Its kinda a mix of la opala and hawkins.

8)Birls cotsyn is a crap stock.Never buy such counters.

9)Claris may do well.Garware and uflex,I dont quite track those counters closely.

10)Sasken is an interesting bet.If it can deliver a per its potential,counter can be a multibagger.

11)There is some hidden negatives in venus which we are unaware of.Go for shilpa medicare at dips.

12)Few years ago I did recommend themis medicare but company couldnt deliver as per its potential.Kept it under radar,waiting for it to deliver bigtime.

13)Madhucon will perform once it sees a debt reduction and fall in interest rates.DCM shriram is a counter which I like a lot.I came close to recommend it few times below 100 but every time the stock moved first.Management has promised to deliver this time.Restructuring going on too.I am presently studying nippon India.Would get back to you soon about it.

Anonymous said...

Your view on Rossell. India based on current result ?

Anonymous said...

What do u think of ajanta pharma...I am stuck at high levels....

Anonymous said...

Dear sir,

What is ur view on nelcast?

Anonymous said...

Sir,
What is ur view on ricoh india?

Anonymous said...

Arun,

What's your best pick in cement sector at CMP for 1-2 years?

Nani Bommasani said...

Good Day Arun,

Are you tracking Honda Siel? I would like to know your view on Honda Siel.

Thanks
Hariprasad

Anonymous said...

Why Bhushan steel is cracking for the last 2 days is it buy at CMP of 219.35. pls advice.

Anonymous said...

Why Bhushan steel is cracking for the last 2 days is it buy at CMP of 219.35. pls advice.

Anonymous said...

Sir,can shilpa Medicare be Bt @440

ELANGO MUNUSAMY said...

GOOD WORK ARUN

Ashiq mehraj said...

Sir is it good to buy mangalam cement at cmp what is your view thanks

sk said...

Sir what is your view on Himatsinghka seide for one to two year.
Thanks for your earlier recommendations.

ajay said...

I have heavily invested in Bartronics Ltd save me

Anonymous said...

wts ur view on cmahindra expo ...why it is continuously falling

Anonymous said...

Hi Arun,
Whats your view on Karma energy for long term?

Anonymous said...

Hi Arun.
What is your recommendation on Unitech and Alok industries?

Anonymous said...

Sir your valuable view on orient bell at cmp

Anonymous said...

Dear sir,
What is ur view on sequent science at cmp ?

Anonymous said...

wid reference to your response on fluidomat....how its kinda mix of laopala and hawkins?

Anonymous said...

Hello Arun,
Can you please share your views on Meghmani Organics?

Anonymous said...

Hi Arun,
Your views on Wonderla Holidays please..

Amit Hattarki said...

Hi Arun
Its good to read your views on the stocks above.
I have a query on some stocks for long term view D-Link India and Lloyd Electrics.

Arun Mukherjee said...

1)Till rossel delivers,it wont get a major rerating.Consistency is one prime factor which helps in getting a rerating.

2)Ajanta has been a 15 bagger in last 2-3 years.If it continues to deliver,it would move much.Keep it with a 20% stoploss.

3)Nelcast management did gave a good guidance earlier but thats yet to be seen in the results.Company needs to perform better.

4)I always thought Ricoh would be a delisting candidate but there's a spectacular story amidst.Company planning to triple sales in next 3 years.If it doesnt delist,can be a multibagger.

5)My best bet was orient cement in that sector,it more than doubled since.Still a good buy at dips.

6)Honda siel is a good safe defensive compounder for the coming years.

7)What bhushan steel did is a known norm in the corporate world.Problem is it got caught.Theres a huge 40k cr debt with 90% shares being pledged,if it drops more,that can be scary as pledged shares would start to get liquidated.

8)Shilpa medicare is a favorite counter of mine.Yah can be bought at 440 bucks.

9)I prefer orient cement to mangalam coz of its size.

10)Himatsingka has peformed well after a long long time.Scrip already had a rerating,can get rerated further.

11)Bartronics is a fraud company.What made you buy this scrap?Sell at rallies.

12)Dont actually follow cmahendro,so cant comment.

13)Karma energy is a very underrated and undervalued counter.If it gets noticed,company can have a huge run.

14)I prefer godrej properties to unitech and orbit exports to alok.Though orbit doubled but its still a good buy at dips.

15)Orient bell is a good company to stay invested for the coming couple of years.

16)Sequent scientific is a great buy at dips.Pact with sashun to do wonders in the long run.

17)Fluidomat has pricing power+high roe+great cashflows+debt free+monopoly+high margin spare parts biz+short service cycle+great consistency+20rs per share cash in bank.

18)Meghmani has got a good time ahead.Worst is over and company hopes to put up a good show.May double in the next 2 years.

19)Wonderla is a wondeful bet for the next 5 years.Business which would love to have

Anonymous said...

Dear my sirji ,
I m having shares of nilkamal at 322/-
I have view for long term so please guide me its nice stock to hold.
Thanking uhhh

Anonymous said...

Dear sirji,
whats ur view for lic housing finance for a long term .
please guide me sir.
with regards.

Anonymous said...

Dear sir,

Thanks so much for prompt reply on our queries.which safe retail invester's hard earn money.

What is ur view on Aurionpro solution at cmp ?

I am long term investor. As per my understanding online payment business will be increasing continuously that's why i am prefering Aurionpro solution.

However before taking any action i am looking for ur view.

anil kumar said...

SIR UR VIEW ON STERLING BIO

anil kumar said...

UR VIEW ON J B CHEMICAL

anil kumar said...

UR VIEW ON NATH BIO

Anonymous said...

UR VIEW ON LLOYED ENG

anil kumar said...

UR VIEW ON PHILIP CARBONS

anil kumar said...

UR VIEW ON PHILIP CARBONS

anil kumar said...

sir kindly give ur view on escorts nd spic

Anonymous said...

Sir,
What is ur view on 8k miles software at cmp ?

Anonymous said...

Please if you could track and let us know about "Venus Remedies" for investment. Its very transparent and management is also very genuine. As you have tracked Anuh Pharma and Shilpa Medicare in the past.

Amit Hattarki said...

Arun i am waiting for your advice on Dlink and Lloyd Electronic. .?

Sudipto Maitra said...

Hi Arun - what is your view on the following stocks from the current price
1. Mold-Tek Packaging
2. Asian Granito tiles
3. VA Tech Wabag
4. Finolex Cables
5. HSIL
6. Caplin Lab

Anonymous said...

Sir can I invest in Dish TV India for 2 to 3yrs time period

Anonymous said...

Sir,
What is ur view on asian paint at cmp?
I can hold for 3 year.

madhuri said...

Hi Sir,
I am holding
shilpa medicare aban offshore selan exploration gati thomas cook ccl products cigniti tech hfcl and ybrant digital
please suggest me whether i should hold i am holding all these only for multibaggers ?

Anonymous said...

sir is there any stock idea quite unknown ,which has a story yet to begin but the potential is like a wipro . i am willing to know if u have any such infant stock and u would like to share .

ELANGO MUNUSAMY said...

Good analysis Arun

Ankur Kejriwal said...

ARUN JEE THANKS FORVUR ALL REPLIES.

I WANT TO KNOW ABOUT Arss infra@58

Arun Mukherjee said...

1)Arss is a good infrastructure counter though often played by the operators.I mean from 1300 to 20 bucks and now at near 60.If it can deliver good results,scrip should move up more.

2)Lot of stories are unknown.Anything related to packaging to payment gateway to data to warehousing to logistics,would make a lot of money in the coming 10 years.Find out the bets.

3)Barring hfcl,cigniti and ybrant,I do own most of the bets.

4)Asian paint trades at 50 PE,6 times sales.May not move in the next 3 years.

5)Dish tv should do well in the coming 3 years.

6)From mold tek to vatech to caplin to finolex to all in that list,everything looks fine.Though should have bought much earlier.I myself covered caplin at 60 bucks in this blog.

7)Dont quite follow dlink but lloyd ele should have a good time ahead.

8)Looked at venus remedies yesterday.It pays 6-7% tax and got a payout of 5% on cash flows of over 50crs.So obviously market wont believe such numbers and thus the 5 PE would continue till it pays more taxes or pays 10-15 bucks per share as dividend.

9)8k miles seems a good cloud computing play.A kolkata based operator is behind me though to meet the management and suggest it.That scares me a bit.

10)Spic I dont follow,escorts may outperform in the coming 2-3 years.A good agricultural theme play to watch out for.

11)Philip carbon suffers from inconsistency.A good company with leadership status,if it can show some consistency,scrip will move big.

12)Dont follow sterling or nathbio but jb chemical has a good business backed by a good pedigree.A decent safe future compounder.

13)Aurion pro will probably grow at 40% CAGR for coming 3 years.Scrip can be a multibagger if it can deliver what it guided.

14)Nilakamal is a good long term hold.Same goes for LIC.

rajesh said...

Hi
sir can i buy ybrant digital cigniti tech at cmp.for one year

Anonymous said...

Dear Sir,
Can I invest in Plastiblends for 2 to 3 yrs. Also let me know your opinion about Manappuram finance for short time and long term.

Anonymous said...

Arun, any comment on indiabull realestate, bhel?

Anonymous said...

hi arun, what is your take on shakti pumps, corporation bank, canara bank?

Ashiq mehraj said...

Sir please your view upon Nippon India and mangalam cement

Mritunjay Jadon said...

what is your view on anuh pharma and inani marbles.

Anonymous said...

Sir, whats ur view on technofab engineering?

Paritosh Shah said...

hi what are your views on JM Financial?

Anonymous said...

what u think about freshtrop foods..

Anonymous said...

Wow! What happened to RSSoft?

Anonymous said...

Hi..I had a talk with Venus Remedies CFO and as per your concerns regarding low Tax outflow, I was told that they receive 100% tax exemption for 1 plant at panchkula and 200% exemption from the plant at BADDI as these are research and development units and hence government has given them exemption so this tax amount is ploughed back in business. On your concern regarding Dividends, you can see that the company majorly spends on Research and development for its key products and development for 10 new products is still going on and the marketing expenditure of other products, hence the 80% of cash flow is spent on these and the company is paying decent dividends taking this into consideration. Hence, I would request you to please re-look on this company as its hugely undervalued and potential is immense and to educate the investors on this.

Arun Mukherjee said...

1)Understand the basics.There are street smart guys who smell quality businesses way before others.In market stock moves first and then follows numbers.If Venus quotes at 5 PE,it only means Mr market who happens to be the smartest of us all,is not believing the reported numbers.On another note why arent the promoters buying from market?They can buy upto 75%,so if its so good whats keeping them away?A bonus or a buyback or a hike in dividend would help them in garnering more attention.In any case am not a pharma expert and hardly fancies any company other than my favorite shilpa medicare and anuh pharma.

2)I am studying inani marbles and have recently recommended anuh pharma to paid members at 260 odd rs.

3)I remember recommending RS software 2-3 years back at 58 and 70,it was hard to convince the HNI clients.Now those guys are chasing it like lunatic.

4)Freshtrop is a sound counter.A good buy at dips.A buddy of mine,who is a famous investor, very very bullish on it.

5)JM financial too should do well in the coming days.

6)Have already replied about nippon and managlam.Put a ctrl+f to search.

7)I only prefer godrej properties in the entire realty sector.Previously it was ashiana housing which has been a 11 bagger in last 3 years.

8)Why to look for banks when such great nbfcs are quoting at attractive valuations?Shakti pumps is a good buy at dips.

9)Dont like cigniti or ybrant.

10)Technofab is a good buy at dips.Management guided better number in next quarter.

11)plastiblend is a leader in the masterbatch industry.Company seems to have a good future forward.Manappuram too will do well in the longer run.

5)

Anonymous said...

Hi sir whats ur view on ujaas energy?

Anonymous said...

Your View On Alok Industries?

Swasti said...

Dada what about so much pledged shares in gati,I mean if there is any risky bet.

Anonymous said...

Arun,
What is your view on Spice Jet?

ELANGO MUNUSAMY said...

Arun, what is your view on GTL, Alok, Shree Renuka, Zee media, Lanco, Indowind?

Anonymous said...

what is your take on IFGL Refra?

Anonymous said...

Arun, any comments on bhel?

Anonymous said...

Arun, any comments on bhel?

Anonymous said...

Which penny & smallcap stock will become multibagger if we make fresh entry in d market now?

Anonymous said...

sir, I am 19 and have been investing for a few months now, I don't day trade. all my trades are held from 1-6 months atleast. I feel, everytime I buy a stock, even after a 5-8 percent correction, it falls further, so I want to know what is the correct time to enter a stock. just need some guidance. also I want to know if I can enter rs software and gati at current levels. I know you started trading at around 19, hope you can help

Santosh Hegde said...

HI,

What about SEL Mafg

Anonymous said...

Your comment on jain irrigation result

Arun Mukherjee said...

1)Sel mfg is a crap company.Move to better stocks.

2)Bhel and jain irrigation are good long term buys.

3)I started from 14 actually and I hardly traded.Keep for 3-5 years and you would have a different stock market experience.Only buy what you understand and back up margin of safety.

4)Am no longer interested in penny counters.But if omnitex gets merged with strata,can be a big multibagger.But again the merger may not happen ever.

5)Have recently recommended IFGl to members.A great long term story.

6)From gtl to lanco to indowind to others,I like none of them.So many better bets are available.

7)Not bullish on Spice jet or any aviation stocks.

8)Have little ideas on ujaas.Though management gave great guidance recently.

9)Not much enthused by alok,orbit exports is what I prefer at dips.

Anonymous said...

arun please advise whats your take on Arvind remedies...

Anonymous said...

What are your take in jai Balaji results which are out today

Mritunjay Jadon said...

sir, what do you think about electrosteel castings after its Q1 results.

sunilagarwal01 said...

Sir
Yr view on marksans pharma after today results

c p said...

Which is better at cmp mm forgings & electro steel casting for long term

Anonymous said...

Hi Arun, Alphageo came out with very strong set of numbers. Going by their numbers of last two quarters , how do u see the future of the co. ? Can it regain its previous glory and touch 4 digit mark? Please let us know your thoughts on Alphageo. Thanks!

Anonymous said...

Arun Sir...your views on mindteck ? FY 14 was a good year for them.... declared dividend too after a long time....is it worth a bet?

Anonymous said...

Dear Arunji..What is your view on Sarup Industries ?

Anonymous said...

Dear Sir, What is your view on Educomp. Can I accumulate in dips?

Anonymous said...

Hi Arun - Interested to know your personal portfolio if you don't mind sharing with the blog readers. Also, do you think media can be a bull market theme going forward considering the digitization drive going on

Anonymous said...

how do you see south Indian bank in coming months?
Thanks in advance

Amit Ghosh said...

Hi Arun,

Do you track the railway stocks. Texmaco, Titagarh, Kalindee etc. Quite a few of them are Kolkata based, do you find them interesting. Looking at the current mcaps of Titagarh and Kalindee compared to opportunity which might show up once the order start flowing (hopefully soon); these might have quite some upside. Please share your views.

Anonymous said...

Sir,did u like result of arrow coated.

Anonymous said...

Hi arun,please give your take on mother son semi results, the stock plunged, am a long term investor can hold for 3 yes, thks shailesh

Arun Mukherjee said...

1)Motherson sumi is a great great company.But its marketcap has grwon too big now.Still will compound at 15-20% yearly for next 3-5 years.

2)Didnt like the results of arrow coated.Also auditor qualification gallores.

3)Dont like any railway stocks.Its quite a deal to get timely payment from the govt,debtor days too lengthy.

4)South Indian bank is a good banking idea for someone having a horizon of 5 years.

5)Dont like educomp.tree house or even mt educare looks in a better shape.

6)I have no idea about sarup industries.

7)Alphageo is kinda an Ishant Sharma kinda stock.When it delivers,it delivers big else puts a question mark even on its existence.Till it delivers such amazing numbers,scrip will rock.

8)Mindteck will only be rerated if it shows some consistency.

9)MM forgings would have a good time ahead.Managment sounding very bullish this days.

10)Electrosteel too will do well over a 3-5 year period.Results bit below my expectation.

11)Am not following marksans this days.

12)jai balaji is a 3 month play now.If it gets the coal block clearnce till 31st now,will move big,else will remain in 20s.

13)Arvind remedies came out with spectacular set of numbers,Reverse split did wonders for the company.

14)Personal portfolio is all about the company bought years ago.The ones I tweet regularly about.Atul auto,Tv today,ratnamani met,symphony,mayur uni,shilpa medicare,fluidomat,avanti feeds,godrej properties,jhs,jai balaji,rs software,Transport corp,Gati,Capital first,ptc india financial,selan expo,Patel integrated logistic,Omnitex ind,Dynamatic tech,solar ind etc.

Swasti said...

Sir,wats your view on TCI finance subsidiary of tci.

anil kumar said...

Sir ur view on walchandnagar and

anil kumar said...

Sir ur view on orchid chem and clutch auto

Arun Mukherjee said...

1)I dont track tci finance.

2)I would look at orchid at dips.Clutch auto lacks consistency.Walchandnagar will do well over the longer run.

Anonymous said...

Can i buy orient green for 3years?

Anonymous said...

Hi Arun,

What's your view on Kwality for long term? Q1 results have been good.

Thanks.

Anonymous said...

Your views on Gravita India Pls

Jayapal said...

Sir is Sonata software is a buy @ present level.

vishwanath patil said...

what are ur views on Shree Renuka sugars?? can we buy it on these levels

Meshed said...

hi arun, great blog!...can u pls tell me how u arrived at the 400 target price for gati? Is it that you have taken the company guidance EPS of FY16 as 10, and share price was 107 when u wrote this blog post, and PAT growth assumed is 40% so P/E/G = 107/10/40%? Can u pls clarify?

Thanks very much!!

uday said...

Dear sir

i am holding eastern gases as per your recommendation dated 03 nov
2011 .sir please share me your view what is the impact of crude oil
fall to 47 on this company as sir your research is very good and
analysis of business is also very good sir please share me your
view on eastern gases in current senerio of crude oil after seeing sept 2014 result. and what is your recommendation currently on eastern gas.


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: arunsharemarket@gmail.com 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.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner