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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

Sunday, September 21, 2014

Kitex Garments Limited:-A great long term buy

Note:Company got suggested to members a couple of weeks back at 338 bucks.Its quoting at 410rs presently.Company has got stunning potential.Readers its your time to capitalize on the same.

Stock tip:-

Scripscan:Kitex Garments Limited
Traded in:Nse-Bse
Cmp:338rs
Target:475rs
Return percentage:40%
Duration:9-12 months
5 year CAGR return expected:25-30%
5 year target potential range:1031rs-1254rs

Quote:Am mostly into single liners which enables me to pick up stocks.Lengthy note helps in keeping away a large number of impatient readers,detrimental to the alexa ranking of my blog.Jokes apart,here's a real deal.Its more like a Page Industries in a different segment.I have summarized everything in the conclusion segment.

Business:Kitex Garments Ltd manufactures toddler wear for most of the international brands such as MotherCare, Toys R Us, Gerber etc and is ranked as the third largest company of such type in the world.Company also supplies to jockey.Group employees to over 8000 peeps.It is the only company in the world which uses Acutex 1 quality of input.Add up more safety features like 100% certified safe process and organic dyes using threads from the number 1 codes etc which makes it the most favorable supplier for infant clothes.The company has to its credit the Best Vendor Award from Toys R Us and Gerber for the past couple of years(among over 280 rivals).

Few points which attracted me the most:Business is recession free as proud parents would never compromise on quality.I mean how odd it sounds,say kinda in an interaction,Mother retaliates by saying my cuty pie taking her first steps with the Chinese attire,scares the heck out of the listener for sure.There's even some mandatory saliva test in this particular segment.A newly born increases in size by 30-40 grams a day,think about the service cycle.I mean from the day or birth to till 2 years,think how many times the parents would need to make their babies put on Kitex's stuff.From infrastructure to technology,company claims to be second to none which helps it to charge premium in comparison to other suppliers.Kitex Group also has special criteria for taking orders where its clients should have a minimum $15 Millions on Free on board basis.Kitex even rejected orders from the likes of Tesco owing to such criteria,fact speaks volumes about their dominant position.Total infant wear market stands at a massive 1.2 lakh crs.This particular industry has very strong entry barriers too.

More soothing stuff:Even after 15-20 washes,Kitex products retain their quality,while competitors products don’t.Debt stands at a comfortable position.To my knowledge,it never diluted equity over the last decade.Company has amazingly designed its units for a 3 shift operation.Presently it operates with a single shift but if demand rises higher,it wont be hard for the company to cater to it which will also help in raising its ROE higher.Niche product,seller power catering to cream clientele,dominant leader with high quality products,visionary promoters-What else do you want?

Brand play:Kitex is all set to roll out its own branded products in the United states within the next quarter.Management expects turnover of 30-40crs in the maiden year.

Concern:Promoter got his own company called KCL(quite similar business,Large transactions with sister concern ought to raise lot of eyebrows) which he plans to merge once it reaches the turnover of 400crs+ from the present 250crs.Till that happens, corporate governance issue will linger and keep away a lot of investors.Also around 100crs cash is in current account which its loosing out on the interest side(real money or?).Even bank FD would have given it around 8crs of yearly interest.

Last fiscal:The Company achieved an all time high performance on account of both Revenueand profits. While the Gross revenue touched Rs 456 crores which was up by 42% and the PBT went up to Rs 88 crores which went up by 100% when compared to last year.Company achieved an EBITDA margin of over 21% which its confident of even improving it in the coming years(pricing power and high demand on a larger scale).The Company now plans to take its performance to next level by further modernization, creating new markets in Europe and US by implementing niche products using high tech and time saving machinery and devices.

Prospects:On words of the management,"China’s prominence in the garment business is fast eroding due to high wages and low safety standards in the industry.Several apparel manufacturing units have now shifted operations to Vietnam and Bangladesh.Earlier,65 per cent of the garments exported to the US were from China. This has come down to 45 per cent. Though Cambodia, Vietnam and Bangladesh are strong competitors,safety issues and lack of potential for scalability had minimised their opportunities.This has provided India a good business opportunity to source a major chunk of the global garment manufacturing business.Today, India exports 25-30 per cent of the textile goods to the global market.The shift in orders from competing countries like China, Cambodia and Bangladesh would help us to strengthen our order book position".Was pondering over a media report which suggested Wing lu,a Chinese rival,was even planning to reduce its capacity.

Conclusion:Kitex garments specializes in infant wear(0-24 months)market.The company derives majority of its revenue from export sales with exports contributing more than 90% to sales revenue in FY14.The company is about to be the world's biggest infant wear manufacturer in the next 2-3 years(presently 3rd largest manufacturer with capacity of 5.5L pieces per day only behind Wing lu of China and Gyn of Singapore with capacities of 7.5L and 6.5L pieces per day respectively).Sales and PAT over a 10 year period have grown at a fierce speed of 21% and 43% respectively.Company boasts of a ROE of over 35%.Kitex is expected to grow 28-35% CAGR for the coming few years.The company is aiming a PAT of 100-106crs in fy16.At present prices it quotes at a forward PE multiple of 16x its fy16 earnings.This kinda companies trades at 20-25 PE's in most days.PE will expand more once it bags the bragging right of being the largest player in its segment.Assigning a PE of 22x,the target price gets assigned.FII's will eat up this kinda amazing businesses.A great medium to long term buy.


BTW:For different stock market related services,rush a mail at my mail id arunsharemarket@gmail.com to know more about it.



Note: The above is not a research report 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 kitex in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.


110 comments:

ELANGO MUNUSAMY said...

good analysis

Rohit said...

Dear Arun

I know this is bull market and every crap stock will zoom and boom but at least you make investor buy something which is really worth

If we see kitex garments , this company neither had there website . And it is already 8 bagger in last 1 year. I am not saying it will not zoom but I dont think this is a value stock

Anonymous said...

Hi arun....
what is your view on suzlon energy at cmp?

Anonymous said...

What is your view on jay bharat maruti in long term & time technoplast

Anonymous said...

The CMP is printed wrongly as the price is 410, 408.

Please check and rectify.

Anonymous said...

Kitex already huge run up.. I'm not buying..

Anonymous said...

hi arun , arnt we a bit late in the party. ?

Anonymous said...

He has just done a copy paste job from another blog and yes he is very late to the party. Better recos needed from you arun. You cannot indulge in plagiarism so blatantly...

Anonymous said...

Kit ex too expensive to buy at current level we might be trapped

Arun Mukherjee said...

1)Copy paste?So do post that link which will prove your point buddy.I have my own style which is much different from others.

2)You read the post properly and you will get it about your price concern.

3)I love to buy expensive stocks,its kinda buy at high sell at way higher for me often.

4)Its not a crap stock.I bet this same company will find lot of coverages at 500-600-800 levels.

5)People who feel to have it can but else just refrain from it.Its all about your confidence and conviction,if that aint there,dont buy anything.

6)Positive on jay bharat maruti and time technoplast.

7)Not fancing suzlon.

bhanu murty said...

Come on Arun, don't get offended. It is not you who is in question.
That blog gave a quiz last time, and says KITEX grown 8900 times or so for the past 14 years.

Suresh Kapopara said...

Sir, I have some stocks in my portfolio:
30-Aban Offshore @805
500-Fluidomat @135
275-Selan @411
650-TV today @125
250-Gulshan poly @175
325-IFGL @164
1235-PTC india finance @36
175-Shakti pumps @166
325-Bilcare @81
1000-Jai balaji ind @29
Which one should hold please tell me

bhanu murty said...

Kudos to ARUN for the 20% on KITEX today.
But how many of them have to be bought? Even the last paid stock grown significantly.
This is not just giving a tip on Saturday night and nobody can catch it but goes to UC........Hindustan Tinworks

Rakesh said...

Hi Arun,
Your view on Stylam Laminates, Vinyl Chemicals, Premco Global, Global Vectra, Suven Life Sciences.
Please advice

Arun Mukherjee said...

1)No anonymous stuff now.One needs to have a gmail account to post comment here.Let me know my readers now.

2)I dont track stylam but other than that all got some stories.I met Premco guys when it was at 30 bucks.Good prospects and potential.Rest of the lot looks good but they all have had a massive rally.

3)Jai balaji after court's verdict may not move much.After court's hearing,if negative,can switch to something else.Rest looks amazing.

4)So people who thought kitex was overpriced at 410,stuff like trapping and all have gone silent.It will hit higher levels and at every level some will argue of how much it moved in the last 6 months and that's the only reason it cant move more.How pathetic is that folks.If something moves from 10 to 80 in 6 months,is it like it cant move from 80 to 800?Infact,Kitex still is very very underowned.MF's and FII's are yet to even buy any quantity.Ones they get in,do check the level it trades.

Ajay said...

Common Arun u do not need to proove anybody, 1 out of 100 will always be their to pull lag. U r genius and thousands of free readers like me recovered heavy lost based on ur superb suggestion. Thank you for that

anil kumar said...

Hi ur view on aegis logistic

Bethamsetty Shankar said...

Sir, your view on
1) JK UDAIPUR.CEMENT
2) BODAL CHEMICALS

jatin shah said...

Hi Arun
Your view on Balmer Lawrie at current price

bhanu murty said...

KITEX Zingalala
When is Fluidomat going to be Zingalala?

JATHIN said...

Hi Arun,
Your views on Mediaone Global Entertainment, Divyashakti Granites Ltd, ABM Knowledgeware and Flex Foods Ltd.
Thanks in advance!

Nikhil Sulge said...

What is your view on firstsource solution and archies ltd

Raj said...

Dear Arun,

What are your views on AVT Natural. One more thing I would like to tell... you are doing an amazing and selfless service to small investors and we are always so thankful to you.

regards

mayur said...

Hi Arun, Do you see any merger possibility between Kitex Garments Ltd and Kitex Childrenwear Ltd?

Sudipto Maitra said...

Hi Arun,

Since we are already couple of months into the bull market, considering a major bull run for next 3-4 years, what could be the bull market theme in your view - e-Commerce/Logistics, Media, Infra, Oil & Gas, Packaging, Cement.....your views please

Ashiq mehraj said...

Sir please your view upon nitin fire

Suresh Kapopara said...

Hi Arun, what's your views on

1.Hinduja Ventures Ltd
2.Dynemic Product
3.Huhtamaki PPL
4.IFCI
5.Wondrela

karthik said...

Hi...
What is your view on dhfl at cmp...pls suggest

Atif Rahman said...

Arun ,why not write a book about stocks,investing,personal finance etc.Many people need it. Your self esteem will also rise and popularity will increase. We all like to read how you go about this work.
We all are tired of Rakesh Jhunjhunwala,w buffet,Munger,prof s bakshi, ...and thier analysis,riches stock picking skills,(I respect them all),but we need common present guy to tell us how they do it....think about it...

Pravesh said...

Hi Arun

Please share your views on La Opala RG.
Should go for it at CMP 273.

Pravesh

Arun Mukherjee said...

1)Too much work this days folks and hence not able to allocate much time.Book would come for sure,say maybe after 3-4 years.

2)Very positive on nitin fire.Do read its MD'S interview in economic times.

3)La opala is an amazing company but its quoting at insane valuations already.Company needs to deliver to sustain this kinda valuations.

4)I dont like the management of dewan housing.Can look at repco or capital first.

5)I am bullish on paper products and wonderla out of the lot.

6)Logistics,packaging,media are my bets.

7)Kitex will probably have the merger.Will help them to increase their ownership to 75%.

8)AVT natural is managed by very neat and visionary guys.Company guided average numbers for the next few quarters.Remains a good long term pick.

9)Bullish on the entire logistics sector including aegis.

10)Galaxy entertainment looks very interesting out of the lot.

11)Balmer lawrie is a superb buy at present levels.Archies got the brand,if they can do some work over the internet,maybe it would get back its lost glory.

12)Bullish on bodal and orient cement.In lieu of jk.

13)Fluidomat is a terrific company.All it would take for the company to move big is a single order.Going forward they would have bucket of cash flows.There's not much capex,so maybe bigger dividends.

Arora said...

What are your views on Balmer Lawrie

Ashiq mehraj said...

Dear Arun sir I am holding below mentioned shares and wants to your view on these stocks and tell me some more stocks for buying . 1 bilcare ltd. 2 aksh optifiber. 3 orchid chemical . 4 nitin Fire. But all these are not performing well thanks

jatin shah said...

Hi Arun
Your view on sunil hitech

Naveen K N said...

Hi Arun, What is your view on Natural Capsules?

Mahesh Pokar said...

HI ARUN, WHAT IS YUOR VIEW ON BODAL CHEMICALS & SHREE HARI CHEMICALS EXPORT LTD.

kuheli said...

your views on resergere mines, goenka diamonds and HFCL please

sunilagarwal01 said...

Can't you see above reply on bodal ????????

anil kumar said...

Bhai see comments of Arun just 5 question above he is bullish on above

Suresh Kapopara said...

As per disclosures of the company, insiders are selling the shares of Transport Corporation of India(TCI). Your comments on that please.

c p said...

Sir I would like to know your advice on momai appariel ltd IPO .

Thanx

Ashiq mehraj said...

Sir please recommend a hotel sector stock for investment thanks

Rakesh said...

What is in your view better stock to own Repco or CanFin. Repco is slightly costlier but then more rural centric. Further, CanFin seems to have the key man risk in the form of Mr.Illangovan. Please suggest your preference for 5 yrs term.

Naveen K N said...

Sir, what is your view on the below stocks?

Asian Tiles,
Caplin Point Laboratories,
Control Print,
Excel Industries

shivcharan prabhakar said...

What is your in syndicate bank& Bank of India.

Navneet Chandak said...

Dear arun sir,u r the hero for investor like us....thanks for your guidance.....would like to know what are the stocks which are good investment for long term at current market price ....thanks in advance

Naveen K N said...

Is TV Today and Waterbase good for long term?

Rahul said...

Hi Arun,
New to your blog. can you please advise your views on :
1)Grauer and Weil
2)Aro granite
3)Cupid
4)maricokaya
5)V-Guard
Thanks in advance....

sunilagarwal01 said...

Hi
What your view on force motor
Is it another eicher motor in making

Thanks
Sunil Agarwal

anil kumar said...

sir ur view on dredging corporation and kesoram industries

anil kumar said...

sir ur view on mcx after entry of kotak. they r starting new contract from tommarow

anil kumar said...

sir ur view on hexaware after purchases of 9 percent more shares by promoter ht global

Rahul said...

Arun what's ur view on century ply...

Falcon said...

Hi Arun,

Whats your view on Nectar lifescience. Please do let us know?

Thanks,
Hrishikesh

Arun Mukherjee said...

1)Nectar is kinda high on guidance low on delivery.Once it starts to perform as per its potential,company would have a rerating.

2)In any case barings would make sure they make a killing out of hexaware over the coming 5-10 years.

3)Century ply is a very underrated company with loads of potential.Company deserves a higher multiple.

4)Uday kotak is a visionary guy and knows how to do business.So he would make sure mcx stakeholders get little or nothing to complain about.

5)Dredging is a psu cash cow,a monopoly.But who works in a govt organization?If its divested,company would be a 5 bagger.Kesoram too have had a restructuring.Company expected to perform better.

6)I always liked force motors(bajaj tempo previously) but the bajaj selling and the arrogance of Firodias turned me off.But with bajaj's exit and firodias change in habit,company seems to have find its path.A good one at dips.Eicher is far off,not everyone can boast of the bullet.

7)Grauer is a great company managed by chor promoters.Aro granite is a good one too with attractive valuations.But quality would never come at a cheap price.So maybe not sure what am I misisng here.Marico kaya a futuristic business with good entry barriers,can be a cash cow in future.Mariawalas are great business minded guys.Cupid am not sure,but its one with too much potential.Vguard has been a favorite of mine for long now.

8)I love the leaders and hence avanti.I mean am having avanti from less than 100 bucks.Tv today has got the potential to liberate one.Short term headwinds a spoiler though.

9)Stocks for good long term investments would be tv today,tci,godrej properties,fluidomat,shilpa medicare,selan exploration,Tata elxsi,amara raja,asian paints,pidilite,repco home.So many you see.

10)I have recommended balmer lawrie recently to members.So thats a buy for me.

11)Nitin fire is a good one.Buy why 4 stocks in portfolio?Have 15-20 of them.I preffered birla ericcson to aksh,which has alredy been a 8 bagger and counting.

12)Move from syndicate and BOI to repco or capital first.

13)Why a hotel stock?Maybe speciality resturants.

14)I have no idea about momai apparels.

15)Caplin point I have recommended at 60 an year ago.Asian granito and others in your list are good ones too.

16)Not tracking shree hari but quite bullish on bodal.

17)Ya if Mr llango gets retired,canfin may again be back to its lethargic core.No such problems in repco.

18)TCI selling is more of esop.Let them feel rich too.Many corporates aren't aware of stock market dealings.Imagine you dont know anything about stock markets and you own shares at 10-20 bucks through ESOP.Now that has moved to 200+,so obviously they are overjoyed and want to realize the gains.Nothing wrong with it.

19)Resurgere,goenka and hfcl are wretch of companies.Crap to say the least.

20)Bullish on sunil hitech.natural capsule a boring busienss with attractive valuations.

Falcon said...

Thanks for your answers Arun.

Falcon said...

Thanks for your recommendations arun.

Whats ur view on Bharti Infratel?

shivcharan prabhakar said...

Arun sir,
what is your view on the ......
Finolex cable,Phoenix mill,Laopala, dhanuka,sundram fastener,orient cement,Ahmed agar forging and indoco Remedies.

Rahul said...

Hi Arun, pls advise one Co which will be benefited most from digital India prog....also what do u think of century ply

jatin shah said...

Hi Arun
Your view on Wanbury

Naveen K N said...

What is your view on

1. Lanco Industries
2. Lumax Technologies
3. Manjshree Technopack
4. MM Forgings Limited

Ashiq mehraj said...

I think it is aksh optifiber and finolux cable

Ashiq mehraj said...

All these are good for investment

viral patadia said...

A run Alok Tex move to A group from Tuesday should we buy @ Current levels ??

rahul chhajed said...

A SMALL GTS EXCLUSIVELY FOR FB FRIENDS 

TRY TO IDENTIFY ONE STOCK WITH FOLLOWING CHARACTERISTICS

1) NO OTHER COMPANY TRADING IN BSE OR NSE WHICH MANUFACTURING THE SAME PRODUCT MANUFACTURED BY THIS COMPANY .

2) OPERATING IN AN INDUSTRY WITH HUGE UN TAPPED POTENTIAL (THE ENTIRE INDIAN MARKET ITSELF IS ALMOST UNTOUCHED) 

3) MARKET LEADER IN THIS INDUSTRY ( LARGEST PRODUCER FROM INDIA) 

3) REASONABLY HIGH ENTRY BARRIER

4) TRANSPARENT BOOKS 

5) DECLINING DEBT LEVEL 

6) MARKET CAP LESS THAN RS.100 Cr

7)PROMOTER STAKE IS ABOVE 50 %

SINCE THIS IS ONLY FOR FB FRIENDS ............

NO COMMENTS EXPECTED IN BLOG 

NO GUARANTEE FOR PUBLISHING IT AS A BUY IN FUTURE THROUGH BLOG ( STILL NOT COMPLETED MY STUDY) 

Rahul said...

Arun,Any of the Tiles company , pipe & sanitation stock in your radar considering PM’s sanitation initiative ?

sunilagarwal01 said...

No copy paste please keep this blog as clean as possible

Angsuman C said...

Shubho Bijoya, Arun!

Naveen K N said...

Hi Arun,

Is Talbros Auto good for investment?

Naveen K N said...

What do you think about Nile. Is it a good stock?

Rahul said...

Which one do you like more-Talbros Auto & Gabriel… If there is any other stock you think can grow fater than these in future then pls let me know.

Rahul said...

What's ur take on hov services

Ashiq mehraj said...

Sir please your view upon Mirza international and gmr infra thanks

Naveen K N said...

Sir, what is your view on Mold-Tek packaging?

sunilagarwal01 said...

Force motor

c p said...

Sir ur view about haldyn glass

Arun Mukherjee said...

1)Haldyn glass is a good company with loads of potential.The only problem is for no reason its splitted its shares.Else,even your's tuly would have owned it.

2)Force motors is a momentum play at present levels.Play with strict stop losses.

3)Mold tek packagaing is a bet with huge potential.

4)Dont like gmr but mirza could be one to watch out for.Red tape can do wonders.

5)Hov sold its subsidiary so expecting a huge special dividend.

6)Talbros,gabriel,sona koyo,jay bharat maruti,minda all will do well going forward.

7)Those sanitation companies moved massive in advance of all this.Stock market aint a place where stock moves after news,they will move much ahead,say 2 years before.

8)I dont like alok but if you follow the blog you will find my fancy towards orbit exports,which tripled in few months.

9)Finolex is a good one,also watch out for birla erison optical.

10)Nile has been an inconsistent player.Consistency can lead to a rerating.Lead prices volatility takes the toll out of it.

11)Positive on bharti infratel but too big a mcap.

12)Lumax,mm forgings,manjushree all will have a good time ahead.Gala days await the shareholders.

13)Digital am not sure but watch for the cloud based players like tata communication,8k miles,ricoh.I own 8k miles.

14)Dhanuka and sundaram fastener are potential safe compounders for next decade or so.

jatin shah said...

Hi Arun
Your view on Wanbury

Paritosh Shah said...

Hi what is stopping orchid chemical from moving up.promoter is doing his best by reducing debt. It got usfda approval for chennai plant....

Naveen K N said...
This comment has been removed by the author.
Naveen K N said...

Are "Munjal Showa" and "Oriental Carbon and Chemicals" good companies?

Naveen K N said...

What do you think about Patels Airtemp and Polyplex?

vishu said...

Sir what about chaman lal setia exports..?

Naveen Natarajan said...

Hi Arun,

What is your view on Aimco Pesticides?

Muruganantham Muniyasamy said...

whats your view on axtel inustries. looks like its a engineering and process automation company with vast experience in food processing equipment manufacturing. its clients include glaxo smithkline, itc, nestle, unilever, natco, heinz etc.. promotor has increased the stake to 60%+ recently. stock is looking cheap at 13.

Shankar Krishnamurthy said...

Dear Arun

Thanks for sharing your views and answering all queries. What is your take on prima plastics? Looks to be undervalued, debt free and paying dividends continuously for the last 5 years.

Regards

Ramesh Raju said...

Sir
Ur view on trident ltd; tanla; jai corp plz suggest

Ashiq mehraj said...

Me also wants to know why this stock not performing after positive development OK VP please update in brief

mandawat dhanpal said...

Hi Arun,
Need your valuable advice on compucom software, can it be a multibeggar??

Arun Mukherjee said...

1)Compucom is generating a lot of operating cash flows and funding capex with it.Company surely has some potential but it needs to deliver.

2)Orchid promoter is something that market is not liking for reasons I cant pen in public domain.Search a bit and you will get the answer.

3)Jai corp has lot of potential but again it need clearances,which should come soon.I dont follow tanla or trident.

4)Just looked at axtel,company all over the place and lacking consistency.Lumpy OPM,june results went into operating losses.

5)Some oeprators are behind aimco making it move crazy.Company though has done a lot of restructuring and one can expect it to perform better operationally.

6)Chaman lal needs to pay a special dividend or a bonus or something to be fancied by the markets.

7)Oriental carbon is a class apart.Munjal show is a good one too.

8)Both patels and polyplex are good long term bets.

9)Wanbury is lacking blockbuster products.Its expected to turnaround though this fiscal.

karthik said...

Hi arun....
Is it the time to book profits in rs software or still v can add wait for long term

Rohan Shenoy said...

Amazing call Arun :-) target hit within a month

Dipesh Majumdar said...

Hello Arun ji, what is your view on Arvind and Blue Dart?

becomingagoodinvestor said...

Hello Arun

Im currently planning to make investment in long term perspective (4-5 years), so could you please suggest me good stocks, which will be good to hold with prosperity. So my initial proposals are -

First option is "JP infra" with current valuation (Rs. 22-23)

And second option is "Sintex Ind." (Rs 72-73)

So could pls suggest on the same if it make sense.

And obviously open for any type of suggestions / recommendations you have other than this.

saurin patel said...
This comment has been removed by the author.
saurin patel said...

Hello,

What your view on mafatlal ind and panacea biotech? ?panacea still not run as like other pharma company run like rocket. .

Naveen K N said...

Arun Sir,

What is your view on

1. SMS Pharmaceuticals
2. Sequent
3. Samkrg Pistons and Rings
4. RS Software

satishdevata said...

Hi Arun,

What is your view on Ramco Systems, Heritage Foods and Tree house for 2 years time span. Can we buy at current levels also.

Rahul said...

Ur views on Saint gobain....
Also when can we expect new idea from you for Oct?

the dreamer said...

Hi Arun,

What are your thoughts on Bodal Chemicals, Sunil Hitech and Prime Focus?

Thanks.

sainath said...
This comment has been removed by the author.
Bhavin Mehta said...

Arunji,
About your old pick INCAP (http://www.arunthestocksguru.com/2011/10/incap-ltd-buysellgrowth-prospects-and.html).......
What is your latest view ?

sainath said...

Hi arun, please give your views on lloyd electric, nilkamal and amtek auto

Ashiq mehraj said...

sir kindly recommend some multibagger stock for investment thanks

sunilagarwal01 said...

Ever green stock Mosanto

Uma Gupta said...

Your views on Akshar Chemicals? FY 14 EPS 43 Efy15 EPS 55-57. CMP 208

Abhishek said...

Hi Arun, your blog helps a lot in picking the right stocks with right business model. I am also very similar to you, with same passion for stock markets, digging into tiny letters of stock prices of Economic times since I was 15 , but all in all, was never consistent and disciplined with investing so couldn't achieve much, and few big wrong bets in futures & currencies had taken away whatever success I achieved ... only have been able to see some recovery in this rally. Now geared up for a very disciplines and meticulous approach which has paid very handsomely in last few months.... unlike you, I cant research in detail about the business models and growth prospects, but have identified very undervalued scrips based on just financials... few specific questions , I am wondering why the likes of Omax auto, Rathi bars and Makers lab haven't seen the kind of rally they deserve based on their financials, high margin of safety, honest promoters, and good track record... !! can you please cover these stocks and suggest something.... ?

Abhishek said...

What are your views on Kellton technology ? A very niche tech company with an impressive portfolio of clients... can very clearly see it going the same way as Ybrant digital, RS softwares and 8K Miles softwares ...

Raju datla said...

what is your opinion jpt securities. can it be multibagger in next 3-4 years

Arun Mukherjee said...

1)JPT sec was hyped much coz of Nikhil Gandhi but the same has faded for long now.Its a tiny company with nothing to talk about.Unless something major happens,it wont move much.

2)Kellton is already quoting at a mcap of 100crs+ with minimal profits.What makes you feel it would quote at a higher valuation?RS is a class act with much cheaper valuations.

3)Omax,rathi bars,makers lab over a period of as long as 10 years did nothing operationally.I mean the results of 2004 looks much better than the present one.So whats makes you feel they would be multibaggers?Low quality bets with not a single positive point to brag about.

4)Akshar chem has been a big multibagger over the last few months.Company did exceptionally well in fy13-14.If it can sustain its performance,better days awaits it.

5)Shreyas shipping is a good pick at present levels.

6)Not following incap as of now.

7)Bullish on lloyd,amtek auto,bodal,sunil hitech,tree house,ramco,nilkamal and heritage over the next 3 years.I prefer Tata elxsi to prime focus.Scared of reliance people and hence would give prime a miss.

8)Play rs software with trailing stop loss.Never sell your winners until they hit that trailing stop.Thats the secret to win big in markets.

9)Saint gobain is a sureshot delisting candidate.

10)Its jaypee infratech or something else?They should do well over a longer term perspective.Sintex is a wow company,resturctured and aiming big.

11)Blue dart is a rich company in terms of valuations.I mean over 50 PE and 10000crs mcap speaks about the quality chasing.Am very high on logistics so this kinda plays with move on to superior heights.Arvind is in a different zone now,can double in the next 3-4 years.

12)Sms,sequent,samkrg are all quality companies quoting at decent valuations.Future quarter numbers to dictate their stock price trend.

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