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Archives : Old artciles

Tuesday, August 12, 2014

Minda Industries Ltd:My multibagger bet in the auto ancillary sector

Quote:Minda is a recent recommendation to paid members which should rock big time.Scrip is yet to to be fancied by the investors.Till that happens,Blog readers its time for you to get set go.


Long term Stock tip:-

Scripscan:Minda Industries Ltd
Traded in:Nse-bse
Cmp:288rs
Target:530rs
Percentage returns:80%
Duration:15-18 months

Company:Minda Industries Ltd,part of UNO Minda Group,is one of the leading players in Auto Components Industry,with a wide product portfolio. It is world’s largest manufacturer of 2/3 wheeler switches and horns.It supplies to leading OEM players & caters to the replacement market across the globe, with presence across 11 countries.It has 23 manufacturing facilities in 14 locations in India.

Business:The company offers two and three wheeler switches, such as handle bar, modular, neutral, gear indication, panel, and brake switches, as well as lever holder assemblies; and off road switches, including bake, push pull, push-push, neutral safety, ignition, lever combination, horn, hazard warning, heater starter, and ignition starter switches. It also offers lamps for two, three, and four wheelers, as well as off-road vehicles; electronics sensors/controllers; automobile horns; automotive batteries; blow molding components; alternate fuel kits; renewable and energy efficient devices; and handle bar assemblies.In addition, the company is involved in the trading of auto components and allied products.

Clientele:It boasts of a clientele that includes almost everyone from the likes of Bajaj Auto, Hero, TVS, Honda, Suzuki, Mahindra,Daimler,Swaraj group,Hynundai,Fiat to TAFE,Kawasaki,Aprilla,Komatsu,Torica,Piaggio etc.

Results:Company registered revenues of Rs.1,706 Crores in FY14 ,at a consolidated level, growth of 27% over FY13, from Rs.1,056 Crores.EBITDA of Rs.78 Crores, with margin of 4.6%.Profit after Tax at Rs 7 Crores during FY14.At a standalone basis,company registered revenues of Rs. 1,108 Crores in FY14, growth of 5% over FY13.EBITDA of Rs.76 Crores,with margin of6.9%.Profit after Tax of Rs.27 Crores for FY14.During the quarter, company generated revenue of Rs.303 Crores at a Standalone level, as against Rs.275 Crores in same period last year.EBITDA of Rs. 30 Crores for the quarter, with margin of 9.7%.Profit after Tax stands at Rs.14 Crores for Q4FY14.

Few points to vindicate the bullish stand:-

1)Conference call and sushil finance update aligned with my thoughts:During FY14, the exports contributed 19% to the consolidated top-line while the remaining 81% of the consolidated revenues came from domestic markets; 13% of the revenues were recorded from replacement markets while 87% of the revenues were from OEMs. The two-wheeler and four-wheeler percentage in the consolidated revenues stood at 63% and 37%, respectively. The domain-wise revenues break-up was as follows: Electricals & Electronics (46%), Body & Structure (14%), Chassis & Motor Systems (21%) and remaining others (19%).

2)The Management stated that the FY14 performance lagged on the consolidated basis primarily due to lower utilization levels in the recently expanded capacities and non-recurring extra-ordinary expenses incurred on acquisition of Spanish Company, Clarton Horn. The acquired entity registered a top-line of above 2,000.0 mn but incurred a loss of approximately Rs.110 mn at the PBT levels which included a one-time Management Fees of roughly Rs.60 mn which was paid to the erstwhile stakeholders for the smooth transfer of operations. The EBITDA margin stood at 4.5% which is likely to go up over the period of next two years on account various cost-cutting measures and streamlining activities to synthesize the Indian and Spanish operations. The subsidiary received upgraded business orders from Renault and Nissan. Additionally, the leading horn manufacturer came out with new horn product for both OEM and Aftermarket.

3)The Lighting division which contributed 14% of the top-line was substantially impacted by the slowdown in the four-wheeler category as majority of its revenues are being derived from four-wheelers. The profitability was also impacted in this segment on account of extended investments in Manesar, Pune and Chennai facilities. The Management stated that during last three years, the company has been investing substantially in capacity expansions in lighting division. The capacities are now ready and awaiting a ramp-up in improving the utilization levels. The old facilities have been running at 85-90% but the recently added capacities witnessed low utilization levels of 30-40% which is likely to improve during the current fiscal. The Pune plant is likely to break-even during Q1 FY15. The company has received new orders from Nissan and Mahindra & Mahindra in this division.The EBITDA margin in the lighting division has come down from 14.96% to 13.72% during FY14.

4)The Switches business also dragged the overall performance as the Hosur Plant which started production only in Q1 FY14 took almost three quarters to break-even. The Management expects the full benefits of this added facility only in the second half of FY15. The old capacities of this segment run at 85% utilization levels but the Hosur one ran at  55% in the recent quarter which is likely to move up to 80% within two quarters.

5)Minda Distribution & Services Ltd. (MDSL) which is a distribution company for the aftermarket segment is primarily run as a cost-centre and all the profits are passed on to Minda Industries Ltd. and thus, despite a good top-line the profits are negligible.

6) The top-line of another subsidiary, Minda Kyurako doubled from Rs.210.7 mn in FY13 to Rs.467.0 mn in FY14, however, the losses at the PBT levels widened from Rs.15.7 mn in FY13 to Rs.44.3 mn in FY14 primarily due to addition of Bawal facility which started commercial production only during the last year and a paint shop which was added recently. Due to high investments, as reflected in higher interest and depreciation costs, led to widened losses.Nevertheless, the Management expects improved capacity utilization levels in FY15 which will positively impact the profitability levels.

6)During the fiscal, the Company has started production of Fuel Caps for Maruti Suzuki India Ltd. The fuel cap business is currently running at 50% capacity utilization levels and is likely to go to 75-80% levels during H2 FY15. In addition, the revenues of Minda Auto Components jumped from Rs.550 mn to Rs.650 mn while the PBT levels improved moderately from Rs.35 mn in FY13 to Rs.40 mn in FY14.

Dividend:The Board of Directors has recommended a dividend of Rs.3 per share for the year ended March 31, 2014.

Auto ancillary industry outlook:Am not making the report lengthier as be it a small or a big company all will have the same positive outlook.But its the leaders with size and scale who will make the most out if it.

Concerns:Slowing down of economy,raw material prices etc.

Conclusion:An uptick in the domestic auto industry, besides a pick-up in replacement demand, will give a fillip to the auto ancillary industry.Company consistently has generated lot of operating cash flows over the last several years.Debt too is under control with interest cover of well over 3.Company has a clean management with strong vision backing them up.I am not putting any estimate for fy15.During the recently concluded conference call, the Management has guided a top-line growth of 40% in FY16 over FY14 and has also commented upon the scope of improvement in profitability.Net margins for fy15-16 can be around 3.5-4% on a turnover of 2300crs.Taking a conservative 3.4% NPM,I get a PAT figure of 80crs.Company marketcap is just 450crs and it trades at just 5.6 times its fy16 earnings.Industry average PE is above 15.Putting a multiple of 10x,the figure comes at 530 bucks,which is your target price.


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.

211 comments:

1 – 200 of 211   Newer›   Newest»
Anonymous said...

Hi Arun,

What is your view on Gabriel ?

rgds
Shriram

Kiranreddy Munnangi said...

Whats your comment on jai balaji industries result?

Sunny said...

Hi Arun,

I have been following your blog from last one week and seeing the accuracy of your call, I was really thrilled and decided to take your subscription. I checked your blog in the morning 10:00 and there was no call. This article was posted in the afternoon whereas it says that it was posted yesterday. Today this scrip is up by 20% and this brings me to the dilemma whether you are posting after the scrip moves up

Anonymous said...

Dear Arun,

What is your view on Kalpena Ind. Ltd.
Its Q1 result shows its sales increased by 57%, NP & EPS increased by 136%. Its PE is 7.76 and Industry PE is 25.26.
CMP 81.50 whereas book value is Rs. 125.00

Announced stock split 5:1 on 26 Sept. 2014.

Please give your valuable comment.

Regards

JD

Anonymous said...

Kalpena Ind. Ltd. promoters holding is 73%

Anonymous said...

Arun Your View on Bilcare?

Anonymous said...

what's your view on HBL Power Systems

Unknown said...

Hi Arun,

What is your view on Swelect energy and GVK Power?

Thanks

Anonymous said...

I faced the same issue.

Anonymous said...

Do u see the time of posts? I think Time Zone not set. But still the post should show up when posted though the time shown may be wrong. If posts by admin are automated, time zone issue can cause problems. For e.g. if u've set it to update on x date y time, time zone will postpone/prepone the update... the admin can clear this issue better.

Anonymous said...

Sir Hw u look at anuh pharma results.....

Anonymous said...

Sir,i recently joined membership,want to know which stock of ur portfolio can be bt@cmp.have capital first,gati,fluidomat.sent a mail in this regard.

Anonymous said...

Ur view abt hester bio and oriental carbon pls.

Arun Mukherjee said...

1)Anuh pharma great set of numbers.Stock should outperform.Recently recommended to members.

2)Swelect is a good long term pick.Would avoid gvk.

3)HBL power will do well in the longer run.A good hold at present levels.

4)Bilcare seems to be a turnaround story.If it can deliver positive numbers,stock can offer multi times return.

5)Have no idea about Kalpena industries.

6)Jai balaji is a play till 31st november.If it gets coal block clearence will fly,else will remain at 20.Not a play on results till then.

7)Gabriel management has guided good set of numbers.Stock should be an outperformer.

8)Am not sure about any time zone as never bothered about it.The thing is minda was recommended at this rate on June end to members.So it gets posted at 300 or 400,doesnt matter actually.My work is to ensure both the free readers as well as paid readers should enjoy profit.Like say in case of minda,the paid readers who got in at 280 odd,would make 80% gain when it hits the target of 530 and open readers if even bought at 350 would make over 50% when it hits the target.It works that way.Also I entertain long term investors,who understand stock markets and take stock as lucrative business ownership."Request to readers would be not to join my membership or for say any membership coz of short term greed/profits.There's no shortcut or short term ways to make profits in markets.

btw:Paid members get the calls on Sundays.From now onwards to eradicate this confusions,open blog too would be updated only on weekends.Twice a month.

Anonymous said...

Hi Arun,

What is your view on following stocks:

Munjal Showa
TT Ltd
SCI
Samkrg Piston
Maha Seamless
ISGEC engg?

Regards
Sameer

c p said...

Sir ur view on Helios and matheson

Anonymous said...

Sir ur view abt sml isuzu pls

Anonymous said...

What is your take on Mold-Tek Packaging? Can we see a target of 300 in long term lets say in next 1 year? The EPS for full year is expected at 15-17 rs and giving a P/E of 20 we arrive at the target..

KSSai said...

Hi what is you take on Gujurat NRE coke CMP 10.00?

Anonymous said...

Sir your view on Bambino Agro ?

Anonymous said...

Hi Arun,
What is your view on the results of Shilpa, Fluidomat and Ifgl

Anonymous said...

Hi Arun,

What is your view on Manali Petro after the june qtr result?
The stock is not showing any movement even after a decent result.

rgds
shriram

Anonymous said...

Hi arun!! Whats your take on Kopran after its quaterly results?

rajesh said...

Hi
please advice on shilpa after today fall ..can we hold this buy at 550.

madhuri said...

Please advice on
paper product
tvs srichakra
force.motors
aban offshore

Anonymous said...

Can Bilcare be considered as a turnaround candidate after seeing its quarterly results?

Anonymous said...

What are your views on Gujarat Automotive for long term. Kindly reply.

Anonymous said...

Hi Arun, what is ur view on celestial bio, after result?

Anonymous said...

Hi Arun,
Happy (Financial) Independence Day!
On one hand people are vexed with the Standard Phrase of calling any failure, like the Mutual Funds as" LONG TERM", on the other hand, they do not think even for a moment to blame , or to finger a point to such a good service , with detailed study on each of your recommendation. After all, there is nothing called " FREE LUNCH". Do not blame them either, it is the loss of opportunity on your conviction that they relied upon. Take it as a compliment. Ya I too noticed the time lag in Minda's recommendation, it appeared late, but in think not later than the 20% surge.
If anyone is willing to pay for the service they would get the difference from 50% to 80%. I endorse that view.
I also observe people are following another popular blog, ask questions there on your recommendations, and in this blog, they do the same. As if , if two blogs recommend the stock, it can be bought. Hope they would go through the detailed analysis of what they are buying. If it went wrong, they have two persons to blame. They had too many Fund Managers played with their money with NAV Returns.

Arun Mukherjee said...

1)Munjal showa,TT,Maha seamless and samkrg looks pretty decent among the lot.TT is managed by a great visionary guy,pretty underrated quality counter.

2)I love the business model of helios but they showcase so much in tv ads etc that scares the heck out of me.I feel if you are really good,you would be automatically rewarded at some point of the time.

3)SML can get rerated in near future.Good business backed up by solid pedigree team.

4)Mold tek has a good business model,great dividend yield and now endorsed by that lady investor.Not sure about 300 but packaging seems ecommerce proxy this days.Can have a further rerating.

5)Fluidomat flat results but on expected lines.The counter which used to quote at 4-5PE now quotes at nearly 15 times trailing.Good times ahead.IFGl superb results,can have a rerating.

6)I dont track gujarat automotive.

7)Celestial bio's cadalmin can do wonders for the company.Topline doubled year on year,little bit of rise in NP.Let see how cadalmin fares in the coming quarters.

8)I was a big fan of Mr Arun Jagatramka(MD of Guj nre coke).Met him once with a mate of mine(Santosh khemka who owned over 20 lakh shares of nre coke) but since last few years he seems to have lost his focus.Not enthused by either him or the company this days.Mr khemka too has sold most of his holdings.

9)Shilpa is managed by great visionary guys.Decent results but market expected more.Remains a superb long term bet.

10)If bilcare turnarounds which it should,company may rewrite a scripture again.

11)Kopran results on expected lines.I dont quite understand pharma but some broekrage house extremely bullish on it.

12)Aban is a super company managed by great aggressive guys.From 2000 to 2008 it was a 1500 bagger probably.After converting those debts to USD debts,company can have a great time ahead.Tvs tyres,force and paper products too got good times ahead.Good choice of stocks.

13)I love the suji/semolina of bambino.Food processing industry is a sun rising business.It started giving dividends too since last couple of years.A scrip to watch out for.

14)Dont like manali petro.Never quite delivered inspite of lot of potential.

15)I dont mind people putting fingers or anything.The only problem is borrowed conviction is too dangerous.If you don't know what you are buying backed up by no logic,no conviction or confidence,that can be really deadly and result in lot of losses.Learning and earning should be the mantra.Till you love the subject and be loyal to it you cant just expect success.Months and years with hours of studies day in and day out gives you that conviction.The passion and zeal to earn big makes the final difference.In any case,as long as readers win and earn as per their heart's content-sums up for me.

BTW:Readers I basically look at 5 aspects in a company.If you get this,you got one heck of a stock which will make you rich.

1)Good business model with a visionary management team.

2)Positive cash flows with return ratios of 20%+.

3)Pricing power and low or nil debt.

4)Moat or any competitive advantage.

5)Scalability of the business.

So start finding and pen such names here,surely that will help me and other readers too.

Anonymous said...

What are your views on DHP India & Orbit exports for long term.

Anonymous said...

Sir,
What is ur view on sun pharma and lupin for long term?

Anonymous said...

Whats ur view on trigyn tech & its result

Anonymous said...

Sir what abt jp power?

Anonymous said...

Hats off to you for your exceptional blog
I m new to d mrkt n I read d scripts which u recommend in this blog they are interesting n doing very well , out of those multibagger scripts for which scripts can I go at current cmp
Thanking u in advance for d help

Anonymous said...

Arun sir at cmp Gayarri Projects is a buy or not plz help me.

Anonymous said...

Hi Arun,
Great to see you answering even querries from non member. Thanx for that.
Recently I came across a comp called Nil a Infra. I thought it may get benefit from the govts smart city idea. Do you think is it worth investing in that ?

Rgds
Shriram

Anonymous said...

Hi Arun, what is ur view on Premier explosive,after result and its future prospects?

Anonymous said...

yur view on tamil petro

Anonymous said...

Hi Arun,
What is your view on control print ltd?
Thank you

Anonymous said...

Hi Arun,

What is your view on Ruchiinfra please.

Many thanks

Anonymous said...

Hi Arun,

What is your view on following stocks:

Aarvee denium and textile
ADF food ltd
Speciality restaurant
Vulcan engineering
Hanung toys and textile
Bajaj hind

ELANGO MUNUSAMY said...

good work arun

c p said...

How is polypex corporation at present rates

Arun Mukherjee said...

1)Polyplex as well as cosmo films from same sector both good bets waiting to have a rerating.

2)Adf foods and speciality should do well from that list.

3)I dont track ruchi infra or tamil petro.

4)Bullish on controlprint.Got a good future ahead.

5)Premier explosive is a quality company managed by a visionary man.This stock can be one to watch out for.

6)Lupin and sun pharma both are amazing bets which should compound at 15-20% in the years to come.

7)Have been bullish on dhp and orbit since last 2 years.Orbit looks great even at slight dips.DHP would find it difficult to maintain its high base.

8)Search the blog and you will find my note about nila infra.

9)JP power or any sort of power companies,hardly anything to cheer for.Till the sector moves,nothing will move probably.

10)Trigyn has been a massive wealth destructor since last 15 years.Let c if it can regain some of its lost glory.

11)Till infra themes play big,gayatri or any other average midcap infra counters wont move much.

Anonymous said...

Hi Arun sir,

What is your view on following stocks:

Kerala ayurveda ltd
Mafatlal industry
Rishabdev technocable
Seamec ltd
Usher agro ltd


Anonymous said...

Hi sir. Whats ur view on centum electronics?

Anonymous said...

Hi Arun....what is ur view in wockhardt...plant which is shutdown need to be opened one or other day....so do u see any wonders happening in this stock....many people say its worst over and giving targets in range if 2000 which is its previous high....what's ur view....

Anonymous said...

Can we buy shilpa medicare at cmp?

Anonymous said...

Thank you very much sir

Dharmesh Haria said...

Dear Arun Sir,

Your valuable advice on V2 Retail after its June-14 Quarter results.

Thank you.

Kiranreddy Munnangi said...

Dear Arunji
What your view on Tanla solutions and ybrant?

Anonymous said...

Sir,
What is ur view on Nelcast at cmp ?

Anonymous said...

Dear sir , kindly share ur view on kalpena industries at cmp ?

Anonymous said...

Hi Arun, pls share ur view on cravatex at cmp after q1 result ?

Anonymous said...

Dear sir ji,
What is ur view on caprihans india at cmp ?

Anonymous said...

Sir ji,
What is ur view on Datametrics Global at cmp for long term ?

Anonymous said...

Hi Arun - What is the big trigger for Godrej Properties other than quality management and asset light business model - is it the land holding at Vikhroli which can generate steady earning for next 10 years? If so, what can be the approx earning from this?

Anonymous said...

please share the best sources to get complete updated info about the companies .............

Anonymous said...

What is the target you are expecting for MOLD-TEK PACKAGING in next 1 yr from now if we consider the company to deliver Rs 15-17 as EPS for full year.

Anonymous said...

your view long term polyplex corportion

Anonymous said...

Ur view on Ansal Properties & electrosteel casting

Anonymous said...

Dear Sir,
Kindly let me know your views on following scrips for long term
1. MT Educare
2. IDFC

Anonymous said...

Sir,
Kindly share ur view on pee cee cosmo sope at cmp ?

Hrishikesh said...

Hi Arun,
I just wanted your view on Texmo Pipes & Products Ltd. Could it be a multibagger?

Arun Mukherjee said...

1)Texmo lacks consistency,pathetic return on equity.Hard to be a multibagger unless you check the former mentioned aspects.

2)Same goes for pee cee cosmo.No consistency,fluctuating opms.Liquidity is very low too.Consistency,cash flows,good ratios are the prime metrics for a multibagger.

3)Mahesh tutorials or MT educare got a good business model.The man is quite a visionary.Good long term counter.IDFC a wannabe bank,not wannabe,would be bank actually.Lets wait and watch how things fare from here onwards.

4)Ansal and electrosteel got good long term prospects.Keep holding.

5)The best sources is mere reading everything that comes infront of you.

6)Vikhroli alone can generate 15000crs profit for godrej properties in the next 15-20 years.

7)I would be happy if Mold tek consistently can clock 30% growth for the next few years.Both on the stock price front as well as operationally.For polyplex check the previous comments.

8)Datamatics is a good long term bpo play.Can surprise one of the upside front.

9)Cravatex helped me in making a lot of money once.It was one heck of a franchise play.Management awakened and delivered.But seems they again slept now.

10)I dont like either tanla or ybrant.

11)Nelcast have got a good future ahead.Coming quarter results should lead to a rerating.

12)Caprihans made 5crs profit 10 years back and it made the same profit this year too.What changed now?So what makes you feel its worth a bet?

13)I am a votary of online shopping and so are my mates.We prefer the vishals rather the v2s and big bazaar of the world for window shopping.They will vanish over the coming decade,thanx to online shopping boom.In the shorter term,a good market can help them show some momentum though.

14)No idea about kalpena.

15)Shilpa medicare is a good long term buy.

16)I prefer shilpa medicare to wochkardt.

17)Centum is a good defense realted play,Strong management and good busines model.

18)From mafatlal to usher to the others,nothing much inspiring.Seamec though is much better than the others,debt free and can provide some upsides in the medium term.

Anonymous said...

Sir your view o ITD CEMENTATION

KIRANREDDY MUNNANGI said...

Tanla soltions and ybrant ???????

Anonymous said...

Dear sir pls tell me u r view on 1) kpr mill 2) electosteel casting 3) imdiabull power 4) oberoy realty 5) bhartiya international

Anonymous said...

Sir pls tell me,Deal between jp power and rpower is positive trigger for jp power?

Anonymous said...

Hi Arun,
Your views on Sintex industries and jyoti structures for long term perspective?

Thanks

Anonymous said...

wts ur view on elegant marble...it has zero debt..

Anonymous said...

Sir, what is ur view on tata global beverage at cmp for long term ?

Anonymous said...

Dear sir ,

Kindly share ur view on prozone capital at cmp ?

Anonymous said...

Hi Arun ji,

What is ur view on gammon india and madhucon project at cmp for long term ?

Anonymous said...

Sir pls tell me ur view on cubit at cmp for long term ?

Anonymous said...

Dear Arun ji, what is ur view on TCPL packaging at cmp for long term ?

Ashiq mehraj said...

Sir it is your patience and hard work to deliver this great job for small investors god bless you sir please recommend me here some cement stocks from mid and small cap that will be your most kindness be happy with your family thanks

Anonymous said...

Dear sir,

What is ur view on PBM Polytex at cmp for long term ?

Anonymous said...

Sir pls share ur view on virat industries at cmp for long term ?

Anonymous said...

Hi Arun ji,
I am looking for ur view on Dynamic industries at cmp for long term ?

Anonymous said...

Ur view on innovative industries

Anonymous said...

Ur view on kpr mills

Anonymous said...

Sir,pls tell me about mangalam cement?

Anonymous said...

Sir you recommended orchid chemical at rs 170 on wed.Aug.10 .2011 what is your view now at cmp 68 buy or sell thanks

Hrishikesh said...

Thanks For the Response Arun. Appreciate your patience.

yogeswara said...

Hi Arun,
your view on below provided stocks for 1 year.

Mukand Ltd
TRF Ltd (what is reason for falling of this stock,should I buy at current level).
GRP Ltd
Westlife Development Ltd
Control Print Ltd
Gabriel India Ltd
Allcargo Logistics Ltd
Goodyear India Ltd.
TTK Healthcare Ltd.

Anonymous said...

Sir,
What is ur view on meghmani organics at cmp for long term ?

Anonymous said...

Sir, Mayur Uniquoter is it a good buy at CMP

Anonymous said...

Hello Arun,

What is your view on
1. Essar Shipping
2.Facor alloy

Regards

Anonymous said...

Hi Arun,

Do you think the market will, or should, correct? It seems like market's getting stretched for no obvious reasons. What do you think, should we wait and watch for some time before investing money?

Thanks.

Hrishikesh said...

Hi Arun,

Pls share your views on Gujarat Sidhee cements ltd.

thanks,
Hrishikesh

Anonymous said...

Hi Arun can Astra Microwave could be bought at CMP with a Long Term View?

Anonymous said...

whats abt ur view on minda industries for long term???
2-3 yrs

Anonymous said...

What are your views on fluidomat ltd. for long term.

Anonymous said...

Please share your view on MicroSec Financial Services Results and current recommendations

Anonymous said...

Sir ur view on excell ind

Anonymous said...

Dear Arun ji, ur view on polyp lex crop

Anonymous said...

Sir ur view on anuh

Anonymous said...

Sir Ji can m t educare be a multibagger

Anonymous said...

Dear Sir,
Kindly share your views on
BHEL
Coal India
Bajaj Corp
Balkrishna Industies

Anonymous said...

Dear sir, ur view on marico kaya at cmp for long term ?

Anonymous said...

Hi arun..
Why the price of selan is going down these days...can we take it as a advantage and buy it now.
Thanks in advance

Anonymous said...

Is there any value left in RS Software @550/-?

Anonymous said...

Sir ,
What is ur view on eon electric at cmp for long term ? This company is manufacturing electronic goods and mobile battaries....etc. and Modi Ji is also force for manufacturing sector so what will be ur view on this.....?

Anonymous said...

Sir,ur view abt kesar terminal.

Raj said...

Hi Arun,

Bilcare is hitting LC for 2 consecutive days. what is your advice. should I use this as an opportunity to accumulate.
Regards,
Raj

Anonymous said...

Please share your views on Engineers India

Anonymous said...

hi arun...
what is your view on Dion global solutions at cmp.

Anonymous said...

hlo sir
plz explain my query thank u
Chenai petro cmp 90 p.e. only 2.3 epc 40. and peer company like esar oil, hpcl, bpcl etc are not trade at chenai petro. then why share price not increas. forien promoter take stake 15%. plz explain thank u.

Arun Mukherjee said...

I am not going to reply to queries which I have already addressed.


1)Would avoid tanla and ybrant.Though for momentum one can play with stop losses.

2)ITD a good long term buy.

3)kpr,electrosteel,bhartiya(have recommended to clients at 170)all good long term bets.

4)Not bullish on either jp or rpower.Bet on the power related plays.

5)Sintex and jyoti structures both should do wonders in the long run.

6)Someday elegant may get rerated.Quite an under rated stock.

7)Tata global is the cheapest FMCG play with pathetic sales to mcap ratio.With time that should narrow time.FMCG companies quote at 5-6 times their sales.

8)I dont follow prozone cap.

9)Till interest rates see a drop,debt ladden infra stocks(madhucon,gammon,ivrcl) going nowhere.Bet on the leaders.

10)Whats cubit?Its cupid or something else?

11)I missed tcpl at 125.Good management and strong consistency.Its a great buy at dips.

12)Orient cement has been my only pick which has tripled since my call at 40.Buy it at dips.

13)I dont follow pbm polytex.

14)Virat ind is too tiny a company delivering consistent numbers.If it can maintain it,market should give it a higher valuation.

15)Dynamic good play with a solid dividend yield.

16)Would avoid innoventive until it comes out of its debt mess.

17)KPR mills is a good long term buy.

18)I prefer orien to mangalam cement.

19)No longer following orchid chem.

20)Never buy small metal plays or essar group related counters.

21)Never bother about markets.Bets on individual counters where robust growth will follow.

22)Astra micro management recent gave a negative guidance in the conference call.

23)Would prefer orient cement to gujrat siddhi.

24)Chennai petro will always trade at those valuations till they get divested.

25)kesar bit overvalued now but good long term prospects,great ratios and cash flow play.

Hrishikesh said...

Thanks a lot Arun.

Regards,
Hrishikesh

Anonymous said...

Hi Arun,

Could you please give your opinion on Singer India. Seem to be a good financially strong company with good growth prospects.

Thanks a lot!

Anonymous said...

Please let us know about future prospects of GULSHAN POLY from here?

Anonymous said...

Yes sir that was cupid ltd kindly share ur view on cupid ltd ?

madhuri said...

Hi sir
Please advice on bharat immulogical (bibcl)
Invested at 40..

Anonymous said...

Please share your views on Engineers India

Anonymous said...

What r your expert views on following
Asian paint
Ipca labs
Gati
TCI
Aditya birla chemical
Capital first

Hatim Bharmal said...

Hello Sir you are doing a great work.
Sir your BDH Ind cal is amazing even the property valuation shown by you is the minimum so it shows it has a really bright future. The property valuation over there is very high as I stay near it I know its a prime property.
Sir I would like to know can I enter Fluidomat at this levels I like the counter but am quiet late after your recommendation.
I have Alok Ind and trapped in it. What should I do sell hold. I have been holding it from abt 2 year or more.
Can I enter TCI at current levels.

Anonymous said...

Hi Sir,
Your view on Phoenix Mills?
Thanks

Anonymous said...

Respected Sir,
Please give your valuable view on MPS can we enter at cmp in MPS

Anonymous said...

Forbes & Company
Its been a year or so .. I am holding the shares of forbes company .. The stock did manage to go to 750 and again back to 630 odd levels ..

The stock hasn't doubled like so many other stocks in a year .. This stock is up only 20-30% form the lows .
I have made an investment in the stock from 2-3 years view ..
Shipping and water purifying business will grow gradually and the business does have a future ...

Anonymous said...

wts about ganesh ecosphere...after contract with coca cola..it is being rerated wts ur view

Anonymous said...

Hi Arun, What is your view on Foods and Inns ? Last two quarters were very good. Since the co. has very tiny equity stock volatility in stock price movement is too much. Aprt from freshtrop fruits and Foods and Inns i could not find any fruits related stocks. So is it worth a bet on Foods and Inns?

Anonymous said...

Hi arun....cera at nearly 50+ PE....kajaria....and so many at 40+ PE.....but Asian granito not even at 10 PE....it should be re rated know. ..company has good products launched...so ways ur view...

Mritunjay Jadon said...

Respected Arun Sir,

Would like to know your view regarding zandu realty

rajesh said...

Hi
Can we buy mannapuram finance at cmp

Anonymous said...

What is your view on Surya Roshni,Jhs Svendgard(recommended by you long before) ,S Kumar,Digjam,Chromatic India,Greenfire Agro?
I see Surya roshni as the next multibagger because of always increasing demand of lights..hence bought it.
And greenfire,it was formerly known as northwest tech..just go through this once as I think of wrong-doing of company mayb not proper management or manipulation ..hence thinking of switchover..
Please give your view on the said counters.Thank you.

Anonymous said...

Sir ur view on aksh

Anonymous said...

Sir ur view on escorts

Anonymous said...

Hi arun, please provide ur views on coal India, hindalco

Anonymous said...

Dear Sir,
Kindly Share your views on
Kitex garments
Hitachi home&life
Cera sanitory
Amararaja batteries

Anonymous said...

what do you prefer Tata Elxsi or zensar technology ? if not track any of them then please suggest any other from this sector.

Anonymous said...

Does avt natural have potential to become multibagger? what do you think about DCB bank at cmp?

Anonymous said...

Ur view on bank of Baroda indusind bank bhel idfc ntpc

Hatim Bharmal said...

PFS: I would even like to know can I add PFS more at this levels also it really looks a value buy. I have a small quantity so I wanna add some more.

c p said...

Sir ur advice about alicon castalloy

Ajay said...

Sir, once u tweeted if reliance not sell their part in TV today then TV today shall touch 250 soon. Now after 4.8 lakhs sold by reliance, shd I hold?

Anonymous said...

Dear Arun,
Please if you track Indosolar share your view. Recently received Rs. 191.00 Cr Solar Cell order.

Regards

JD

Arun Mukherjee said...

1)I do follow Indosolar but this is the company which made lot of noises during its ito,gave rich guidance and delivered crap.A wait and watch till it delivers some robust number.

2)Reliance sold 46 lakh shares of tv today in last 9 months.Else tv today would have been at 250.It would be at 250 anyway in due courses.A week or a month or year is not known to me.

3)Alicon has been a favorite of mine since long.Good long term prospects.

4)Indusind works on fixed rates so would do much better when rates fall.I dont like psu banks,too stressed balance sheet and then you got the magnamious loan waivers.Ntpc will deliver 15-18% yearly returns.

5)I have recommended Singer Thrice in the year 2012-13.Good long term prospects.But topline and bottomline wont grow much as per the managment.

6)Avt natural management guided of an average coming 12 months period.So I dont epxect any meaningful returns in the medium term.Though a great long term story.

7)Check my TATA elxsi note as the Diwali multibagger last year at 220.Great long term bet.

8)I have been a big fan of cera and amara raja for long.They should continue to create wealth for the next 10 years.Kitex also a decent long term bet.Hitachi can have a rerating soon.

9)I dont like commodities so wont buy hindalco.Novelis was one crap of an acquisition.Coal India a good long term monopolyplay.

10)Escorts is a good agri related play,decent long term prospects.

11)Optic fibre cable has got a long way to go.Aksh and birla optical should have a good time.Finolex would be the biggest beneficary of the cable boom.

12)JHS has got rich assets but will take time to perform,can get sell out.Proctor nearly killed the company.Surya roshni is an average company with huge competition in the segment it operates.LOW roe,pathetic npms,lethargic promoters etc.No idea about the other companies you mentioned.

13)I dont follow zandu realty.Godrej properties is my only realty pick.Manappuram is a good buy at slight dips.

14)Market pays premium for industry leaders with massive distribution reach and established track record.Management quality,market caps all help to get much fancy from the big investors.Asian granito would take some time to attain all these.

15)Foods equity is only 10 lakh.It comes without consistency too.Very hard for this companies to move much as people cant buy it even if they want.

16)Ganesh eco trades at very cheap valuations for reasons not known to me.Find it out.

17)I am not following forbes closely but did it demerged as was the news before?

18)MPS is an amazing company which I always missed and regretted.At 35,60,100,160,225,350.Great long term prospects.

19)Phoenix mills is a safe bet with good cash flows and attractive forward valuations.

20)Never liked alok but fluidomat would crate a lot of wealth in the coming years.A single big order can change the course of the company.

21)Eng India would only make much money if it gets divested.

22)Dont follow cupid or bharat immuno.

23)Gati,tci would make good money in coming months and years.Play gulshan poly with a stoploss at 150.Great sorbitol bet.

Anonymous said...

Sir your view on datamatics

Ajay said...

If arun is confident then I dont need to worry Happy Holding Tv toady....rocks

Anonymous said...

Hello Arun....ajanta pharma promoter bought 40000 shares from open market at 1590...if prmtr buy at this price...y can't we...wats ur view...wats ur view

Anonymous said...

how would you see bilcare after the result .can it be bought ?

Anonymous said...

sir ur view on gabriel india

Anonymous said...

sir ur view on camlin fine and nath bio

Anonymous said...

sir ur view on philips carbon

Anonymous said...

Arun Your View on Sundaram Fastner? can it be bought at CMP?

Anonymous said...

Hi Arun, whats your take on indo Borax, I picked it up just before results and spiked almost 60% within a week. But would like to add more if growth story remain in Boric acid products.
Pls advise on it future growth.

Thanks.
Mayur

Anonymous said...

what is ur view on chenai petro. p.e. just 2.3 eps 40 then why not increse stock price. i dont know speculater what r u doing and i dont know them stretery. while look hpcl, bpcl, esaroil trading 52week high. why plz explain thank u.

Anonymous said...

Hi Arun,

Thanks for answering all of our questions with free of cost. I am really appreciate your commitment and hard work. But wondering how did you recomend CONCURRENT INDIA INFRASTRUCTURE to your paid memebers, you are having vast knowledge and analysing the future of each and every company share.

Thanks,
Ganesh

Anonymous said...

Hi arun. U say Asian granito will take time to be player like cera....but big bulls are buying Asian like heck..street seems to be pinging target at 150+... Clear double from current levels... But cera double seems difficult..ways ur view....

Anonymous said...

what's your view on Mirza International Ltd.? can it be a multi - bagger from current Levels?

Anonymous said...

Dear Sir,
Please advise me about
1) Mangalam Cement
2) Mahindra Ugine Steel
3) Igarashi Motors
4) VST Industries

Anonymous said...

sir, rs software has been performing really well and has upsides of 15-17 percent regularly with hardly 5 percent corrections, so at cmp of 565, is it okay to buy or do you think a major correction is due?
thanks

Anonymous said...

Sir can themis medicare be next multibagger stock in d making at current cmp what r your views

Anonymous said...

Respectd Arun sir
In such bullish market where almost all stocks run upto their 52 week highs, is there any chance or will it be safe to enter in stocks now, are there any stocks still has steam left in them, plz it will be very helpfull if u recommend some scripts that can be buy at current market price

japs said...

Hi Arun...Is linc pen and plastic a good buy at cmp?

Arun Mukherjee said...

1)Chennai petro made 300crs losses in fy13-14 and 200cr losses in the 1st quarter of the present fiscal.They had some deffered tax of 700crs which inflated the profit.So forget 2PE as its in deep loss.Read the kotak report about it for further information.

2)Lot of scrips can be bought at present levels.Godrej property at 220,fluidomat at 160,tv today at 160 odd are gem of bets.

3)RS software am holding since 58,bought in the year 2012 I guess.Let it move up.Anything and everything you can buy but with strict stop losses.

4)MUSCO will get merged with mahindra cie.So you seem to be away from reality.Rest are good bets,have recommended vst at 1600 and igarashi at 70 to members a year back.

5)Mirza has good good brands,red tape can do wonders but management unlike relaxo and liberty,seems to be sleeping.Jagao unhe yaar.

6)Cera has moved from 30 to 1600 in 5 years.Thats hell lot of wealth creation.So can asian granito repeat that?Its a good company though,if given time,asian too can reach new heights.But PE expansion will take time.

7)Conc story was a good one.Lot of factor went for the company.Rich experiences but I lost money.

8)Themis lacks wow products.Its more of an average company.

9)Indo borax commoditized biz,boom following doom.So you need to buy when its under mess and sell it off when the cycle is about to end.

10)Sundaram fastener is a great long term story and kinda a safe compounder.

11)Philips carbon lacks consistency.Till that happens,it wont perform.

12)Datamatics a good long term bpo story.Still I remember there was huge buzz when it came out with its IPO.BPO was hot those days.

13)Bilcare is an amazing company fallen on bad times which is trying to revive.It will take some time to perform.A scrip to watch out for.

14)I dont track nath bio.Gabriel and camlin fine good long term stories.Camlin fine already had a great rally too.

15)Yup you can apply that logic in Ajanta pharma.Promoters are the insiders,they know much more than us.

Anonymous said...

Hi arun,
RS soft actually run up by 200-225 within a week, many stock wizard buying the chunk between 350-450, at cmp of 585 will it continue this run n become next cera ,la opala or it will get corrected in coming days and if you are buyer at what price you would have buy now?

Hrishikesh said...

Hi Arun,

Igarashi is going up everyday aroun d 7-8% . Can we buy it @ cmp or wait for consolidation?

Thanks,
Hrishikesh

japs said...

Hi Arun...Is linc pen and plastic a good buy at cmp?

Anonymous said...

Dear sirji,
whats ur precious view on Alicon shares for long term?
with regards,
Naresh

Shankar Dwibhashyam said...

Wats ur view on balaji aminies and Dr.datson labs?
Thanksss

Anonymous said...

Hi..Arun...is tat news of flipkart buying stake in gati is true....if true its bonus hungama know...wats ur take...

Anonymous said...

Hello Arun...pleaseeeeeeeee post next bet for ur blog readers.....pleaseeeeeeeeeeeeeeeeeee

Anonymous said...

Dear ur view on tilaknagar

Anonymous said...

Ur view on Ruchi soya pl

Anonymous said...

Can u see TV today hitting 1000.....down the line....I think Arun is very very very very bullish on TV today than any of the stock.....so we can expect 1000 shortly....not to forget fluidomat which is also arunjis favoritttttteeeeeeeeee.......hope fluidomat also hit 1000....shortly...sir what u say.....

Anonymous said...

Sir,
Kindly share your views on following scrips
1) Adani Power
2) Natco pharma

Anonymous said...

Hi Arun,

Gulshan has issued preferential shares and warrants to Foreign institutions @175...What is your take on that and what is the future you see with this event?

Anonymous said...

Hi Arun,

What is your take on Control Print stock for investment...You had mentioned 3 years ago that it has a huge landbank as an asset which the company can develop and that has been unnoticed in the stock price? please provide us the latest news on that and stocks future...

Anonymous said...

Sir
Your views on granules india , will it be buy at cmp of 730

Anonymous said...

Hey Arun,

Any idea on Amtek India.It recently made a high of 139 and traced down to 89 before starting to move up agn. Although the quarterly results are good what is the near term prospect for this stock?

Anonymous said...

Dear Sirji
Your views on oil sector
Are bpcl , IOC safe bets at cmp in near term

Anonymous said...

Hi Arunda,
Please provide some fantastic multi bagger ideas for which your fans and blog readrs are waiting for.
Thanking in advance.

Anonymous said...

Hi a run,what's or views on atul auto for future, I heard regarding insider trading by vijay media, is this the end of the atul auto story as a stock...please give your feedback, thanks shailesh

Anonymous said...

Dear sir,
What is ur view on DCM shriram at cmp for long term?

Jhraana said...

Dear Arun sirji,

please give me ur view on these

- Marksan Pharma
- Ceat
- Adi Finechem
- Allcargo
- Watebase
- SML Isuzu Ltd
- Archidply Industries
- Marico Kaya Enterprises...

Thanks & Regards
Jhraana

Anonymous said...

Hi Arun,
your view on Snowman Logistics?
Thanks

Arun Mukherjee said...

1)Am very bullish on the entire logistics sector.Everything will do well including snowman.

2)Marksans I dont understand the biz but since its managed by Mark,the brother of Glenn Saldanha of Glenmark.Should be of quality.marico kaya has got a first mover advantage but made losses in the last decade.But again managed by great pedigree team.Others look good too.

3)DCM shriram promised of better communication and commitment to the minority shareholders.They have restructured some divisons.Looks good from the long term perspective.

4)Vijay kedia sold a lot at 330 and Ramdeo agarwal chipped in.Furthe hdfc mutual fund bought at 630.Still a long way to go for atul auto.

5)Multibagger or not I dont know but tv today,gati/tci,godrej properties,Fluidomat still got a long way to go.

6)Bpcl or any oil marketing psus are too cheap but they are milked badly by the govt on good times.Hope better days are in store for the sector.

7)Granules may touch 1000 in the next few months.Lotf of HNIS are fancing the counter.

8)Amtek's movement is not known to me but a good company which deserves a higher price.

9)yah control print too awaits a rerating from the marketmen.

10)Gulshan is trading at very attractive valuations even after tripling.Hopefully after this warrants,it would get a higher multiple.

11)Anything related to Gautam adani will do well as long Modi sarkar remains at helm.Natco has been an amazing story.Should continue to outperform.

12)Flipkart got their own logistics company,so why would they buy GATI?

13)Till mansion house brand case continues,tilaknagar wont perform.

14)Igarashi is in momentum,so may move up more.Play with strict stop losses.

15)Ruchi soya is a boring counter having a boring business.Not much enthused by it unless something changes.

16)Dr datson is a chor company.Dubious one.Balaji amines a much better bet which awaits better time in the bourses.

japs said...

Your views on cyient & linc pen and plastic?

sasi kumar said...

What's your view on rubfila international

Anonymous said...

Hi Arun,
What is your view on confidence petro .
Rgds

Anonymous said...

Yr view on steel strip wheels ltd

Anonymous said...

Sir ur view on abg infra logic

Anonymous said...

Ur view on dcw please

Anonymous said...

Sir ji kindly advise about clutch auto bought at 21

Anonymous said...

Thank you Arun for your reply on concurrent, so all our hard earned money completly gone or is it going to relist after few years may be in 4 to 5 years.

Thanks,
Ganesh

Anonymous said...

Your advice on Mercator please

Anonymous said...

Arun....u always say fluidomat has massive potential in the sector its operating....can u explain size of the industry....market share of fluidomat.....peer strong competitor....becoz I dint get about information on fluid couplings so much.....waiting for ur reply

Anonymous said...

Arun....u always say fluidomat has massive potential in the sector its operating....can u explain size of the industry....market share of fluidomat.....peer strong competitor....becoz I dint get about information on fluid couplings so much.....waiting for ur reply

Anonymous said...

Hi there,

Regarding your fluidomat question please refer http://www.moneycontrol.com/india/stockpricequote/engineering/fluidomat/F02 for the basic info

You will get all the info.

Anonymous said...

Respected fan blog reader favourite Arun Sirji
please recommend some Diwali special script which can produce some fireworks big impact in short term till diwali.

Anonymous said...

Hi Arun,
Your view on
1) gmr infra and unity infraproject
2) are suven life science and astec life good long term bets?

sunilagarwal01 said...

Hi Arun

Your view on marksans pharma after recent rally and correction

Anonymous said...

Sir
Has cinevista & digjam have some scope
Hoping for your views.

Jhraana said...

Dear Arun ji,

Basically i am a long term 1-2 year investor.

but just after see your recommendation thinking that i should start play with trading basis also.

But i am sure with trading gain to pay tax.

can you please clear that if i purchase script on recommendation and not sell until come next recommendation and continue follow same way...so i sure that will make money in 6-8 money with trading basis... so make tax on this gain money?
can you please more clear to me please...

Thanks & Regards
Jhraana

Anonymous said...

Arun sir,
Your views on acknit knitting and amit spinning and Krishna life manufacturing

Anonymous said...

What's your say on JIK industries and jaykay enter manufacturing

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