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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

Friday, October 10, 2014

Shreyas Shipping & Logistics Ltd:-The high quality coastal logistics bet with cheapest valuations

Note:Shreyas was recommended at 69 bucks to members, hardly 2 weeks ago.Company since then has moved quite a bit and ended the last trading day at 88 bucks(up 3% in Friday's trade).The target penned was 97rs but with falling crude prices and considering the 'Sudden interest" of some of my big HNI acquaintances,the same is raised to 130 rs.So open blog readers,there's nearly 50% gain to pocket up folks.


Stock tip:-

Scripscan:Shreyas Shipping & Logistics Ltd
Traded in:Nse-bse
CMP:69rs
Target:130rs
Duration:6-10 months
Percentage return:85%

Quote:This note has been penned by my elder brother Ram,who also happens to be a member of mine.He is an amazing research guy and counts in my list superior to many renowned analysts.With assimilation of my thoughts,here's the quintessence.

Note:As you all know,am bullish on the entire logistics sector.Previously recommended the likes of Gati,TCI and Balmer lawrie of the world.Its the time for Shreyas now.

Company: Shreyas Shipping & Logistics Ltd (SSLL) is a dominant multimodal container logistics operator using land-sea-land route. Their claim is they are No.1 Coastal Operator in India with 51% market share, in handling domestic coastal cargo. It is also the India's largest container feeder vessel owning and operating company & first co to link all key ports of India for containerised trade.Shreyas begun in 1994 as a container feeder operator between Indian ports and international container transshipment ports. A few years back they crafted a niche business model, by giving more focus to domestic container logistics using land-sea-land route, covering: transportation, warehousing, distribution, airfreight, sea & air freight forwarding and parcel services.
It has two subsidiaries:
1). Shreyas Relay Systems Ltd (100%)
2). SRS Freight Management Ltd (51.1%)

CONTAINER FEEDER SERVICES:The principal co SSLL operates this service vertical. Container Feeder Service covers carriage of containers of Main Line Container Operators from Indian Ports to proximal well equipped International Container Transshipment Terminals like Dubai, Colombo & Singapore.

Today India’s 70% of the Indian containerised cargo is usually transshipped in:
1). Singapore and the Malaysian ports of Port Tanjung Pelepas and Port Klang for importers and exporters using the Indian east coast.
2). Middle East ports such as Jebel Ali, Khor Fakkan and Salalah for Indian west coast origins/destinations.
3). Colombo (Sri Lanka) for both west coast and Bay of Bengal ports.

The need for feeder service is:As only few Indian terminals provides the depth & facilities for operating main line vessels hence all other ports need assistance of feeder vessels to carry out the containerized trade.Main line operators unable to service all ports due to size, cost and volume constraints.To bridge the gap and provide connectivity to all ports.High land transport cost demands more feeder connectivity between the ports in India

The customers for Feeder Service are the Main Line Operators (MLO) and their basis of selection of a feeder operator hinges on factors such as frequency of sailings, experience of feeder operator, suitability of their vessels and their integrity & consistency of operations. Shreyas being pioneers in Feeder Service in the Indian Subcontinent enjoy excellent rapport with almost all Main Line Operators in India.

Multimodal Logistics Services:Shreyas Relay Systems (SRSL) provides scheduled round the clock seamless, door-to-door, domestic, multimodal container transportation solutions incorporating the Road-Rail-Sea-Air route. It offers a tailor-made solution to suit the needs of the customer.SRS also offers regular Domestic & Regional Liner Services to various ports in Indian Sub Continent, South East Asia & Middle East, by way of slot agreements with various operators through own container fleet.SSLL and SRSL business models complement each other—depending upon the market condition, they interchange the vessel deployment. SSLL’s shipping adds value to its logistics business in a way similar to companies using aircrafts for cargo movement.

They offers services to various ports given below:
Indian Sub Continent: Colombo / Karachi / Male / Nhava Sheva / Mundra / Cochin / Tuticorin / Chennai
South East Asia: Singapore / Port Klang
Middle East Continent: Jebel Ali / Bandar Abbas / Muscat / Sharjah / Abu Dhabi / Doha

As part of the multimodal operations, SRS also offers customized land transport solutions to all industries and product segments, using a fleet of owned & leased trailers fitted with GPS to enable Trace and Track.SRS has strategic alliances with CONCOR and other private Container Train Operators in Railway network. Using this, it offers varied rail based container service to the different segments and types of cargo across the country, to meet the customers multimodal requirements.

Key multimodal clients of SRS includes: JSW Ispat Steel Ltd, Vedanta Aluminium Ltd, Sterlite Industries Ltd, Bharat Heavy Electricals Ltd, Galaxy Surfactants Ltd, Indian Steel Corporation Ltd, Ashapura Minechem Ltd, Reliance Industries Ltd, Kajaria Ceramics Ltd, TRF Ltd, Bhushan Steel Ltd, RAK Ceramics Ltd, Cochin Minerals & Rutile Ltd, Star Bentonite, Ankur Chemfood Ltd, ITC Agri Business Division Ltd, Bansal Group, Cargill India Ltd, Bagadia Brothers Pvt Ltd, HNG Glass Ltd, Gujarat Guardian Ltd, Saint Gobain Glass Ltd, Food Corporation of India.The company has a strong brand recognition and respect among potential clients and peers, because of its leadership in identifying and successfully executing new opportunities.In a recent development, for the first time Food Corporation of India (FCI) has been permitted by Union Govt to transfer food grains by sea route from Andra Pradesh to Kerala. SRS secured the contract to move 20,000 tons of food grains per month using multimodal logistics. This contract is expected to add to topline & bottomline substantially going forward.

Freight Forwarding Services:SRS Freight Management Ltd, leveraging its own domestic network & through the parent Transworld Group’s global network spread over Europe, USA, Middle East, Far East and Indian sub-continent offers the customers with complete Freight Forwarding and Supply Chain Management Services (SCM) around the globe. It associated with organizations: ACCA, IATA, WCA & FFA.The value added services like Cargo Consolidation, Custom Clearance, Bonded Trucking, Air Charter Operations, Warehousing & Distribution and Door to Door services offers customers a single window solution.

Rich assets:Presently, the Company owns & operates six container ships:
• MV OEL Kochi (1,725 TEUs)
• MV OEL Kutch (1725 TEUs)
• MV OEL Shreyas (1280 TEUs)
• MV OEL Trust (1050 TEUs)
• MV OEL Victory (501 TEUs)
• MV OEL Mumbai (1613 TEUs)

Trucking fleet:TATA Prima 4028 - 12 Nos, TATA 4018 - 5 Nos, TATA 3518 - 35 Nos, LEYLAND 4023 - 5 Nos, LEYLAND 4019 - 13 Nos.Have own 100+ Heavy Commercial Vehicles & operates many more leased trucks and trailers as per business requirements.Tanker movements and operations.Trained and experienced drivers who have undergone driving training program

Warehousing space:Covered space – 0.6 million sq.ft.Open space – 0.7 million sq.ft.The co is actively adding up to the warehouse capacity through a mix of owned and leased facilities.

Warehousing locations:Kandla,Ahmedabad,Cochin,Tuticorin,New Delhi and Mumbai.

Facilities:Loading Unloading Bay (Platform),Fork Lifts,Pallet Trucks,Bulk Storage Racks,Trolleys.Other equipments and facilities that can be provided on request as per commodity-cargo requirements.Computers with Internet connection for online Warehouse Management.Trained Staff and Laborers and 24 hours security.SRS also owns a large inventory more than 6200 quality containers of 20' / 40' HC / 40 RHC—consists of Dry, Special, Reefer and Tank Containers.Management is highly skilled with domain knowledge & expertise which along with massive network established over long period of time - is a great asset in itself.As on 31.3.2014, the co employs 30 shore staffs & 126 floating staffs besides many temporary staffs.

Management: Shreyas is part of Dubai based shipping conglomerate TRANSWORLD GROUP, which has 25 years of experience in the shipping industry. Promoters own 73.29% of the small equity base of 2.2 core shares outstanding. They respects &never diluted equity.The $800-million annual turnover group operates through 15 subsidiary companies including: Orient Express Lines, Balaji Shipping, Shreyas Shipping and Logistics, Shreyas Relay Systems, Albatross Shipping among others. It has more than 1,700 employees on payroll, spread across nine locations in the GCC, 28 cities in India and one office in the United States.It operates a fleet of 27 ships, including 12 container ships and 15 feeder vessels.The group has been growing at a year-on-year rate of 15-20 per cent over the last few years despite the downturn, cashing in on Dubai's central location as the region's biggest transshipment and re-export hub.They maintains excellent relations with DB World, Dubai which owns the Vallarpadam ICTT, Kochin.

Unique business model:Shreyas traditionally had two businesses – vessel charter and feeder services. Revenue from these businesses were exposed to fluctuations in international freight and charter rates, which were determined by the Howe Robinson Container Index (HRCI).Shreyas Shipping & Logistics Ltd realized the impact of the fluctuation in price realization and formulated a new business model to remain immune to international pricing and generate steady cash flows. It re-positioned itself as a pure logistics company, in addition to feeder and regional service.
THE NEW DOOR TO DOOR Model:
• Container sent to clients premises for loading
• Cargo loaded in containers, sealed and transported to nearest port
• Coastal shipping to port of destination
• Container discharged at port, transported to client's premises and cargo delivered
It also offering this service in Door to Port, Port to Port, Port to Door models.
ADVANTAGES OF USING SRS SERVICE:-
• Door-to-Door service
• Customized solution for each client
• Own ships, containers and trailers
• Special containers like Open Top/Flat Rack of all sizes
• Web based cargo, container and vehicle tracking system
• Fixed day schedule departure and arrival service

Governement push:Unfortunately so far, it’s all hiccups in terms of Govt policies and implementation for costal shipping.About half a dozen groups/committees formulated for the promotion of coastal shipping in India over the past 2 decades, such as: Afzalpurkar Committee (1993), Pinto Committee (1997), Kakkar Committee (1999), Tenth plan Sub Group (2002), Tata Communication System Study (2003) and Eleventh plan Sub-Group (2007) etc. Though Government has formally accepted a number of recommendations given by them, adequate implementation is yet to happen.But all this set to change with new initiatives of Modi Government —now, coastal shipping have increasingly become the focus of attention in India.Govt has envisaged an ambitious plan to grow the Indian shipping fleet from 12 million GT to 40 million GT by the year 2020.Many State Governments also now trying to divert cargo from road to costal shipping, to reduce road congestion and accidents.The Kerala Government recently announced a policy providing financial and fiscal incentives to encourage movement of goods by sea. The Minister of Ports K. Babu said that Kerala is the first State to offer a subsidy of Rs.1 for a consignment of one tonne for a distance of 1 km. He pointed out that Government had constituted a coastal shipping promotion fund with an allocation of Rs. 3 crore.

Containerization-boon to coastal shipping:Huge waves of changes have been taking place in the shipping industry, particularly in the container shipping trade, globally and in India too.In the present globalized economy, container is at the centre point of a highly automated system for moving goods from anywhere to anywhere, with minimum cost and complication.Containerization of cargo is one of the key trends expected to drive Indian coastal shipping to higher levels—it’s share has been growing steadily in coastal shipping, from 14.8% in FY04 to 20.6% in FY14.Impressive growth rate of about 22% (excluding 2008-09) in container traffic & container demand in India is forecast to grow about 21 million TEUs by 2020.Presently, the containerization level of general cargo that can be containerised is only 68% in India against the international levels of around 80%. Further increase in containerization of bulk cargo is expected over the next few years and this increased penetration of containerization is expected to push domestic traffic volumes to higher levels.Of late with Modi, India is poised to becoming the most preferred destination for manufacturing outsourcing in the world, offering greater potential for containerization.As observed, the future of maritime trade is expected to be containerized cargo!

GST Trigger:What GST means for logistics? A single national market, seamless movement of goods across state borders, emergence of hub&spokes distribution model, increased outsourcing of logistics, emergence of new models such as 3PL, 4PL etc— a big volume booster by all means.In GST regime, more companies will outsource logistics to 3PL players—at present, 3PL accounts for just 9-10% of total logistics in India against 57% in developed countries.And finally, GST could be live here in next 9-12 months. It would bring a 15-20% cost advantage immediately and more business for logistics players over time.Not only for logistics, the positive vibe of GST will be felt across the board. It alone can lift GDP 1-2%, really big deal for a growth starving nation.

FINANCIALS & VALUATIONS:After successfully recasting the business model, SSLL posted a 35% CAGR in topline over last 5 years to Rs.488 crores in FY2014. This commendable performance comes without any increase in debt levels or working capital—indicates co is cash-flow positive & no-nonsense people are running the business well & they try to keep asset light as much as possible.Net Debt to Equity ratio is at a modest 0.6.SSLL is posting big losses over last 2 Qs because of booking losses on selling old ships and buying new to modernize fleet—a one off event. Otherwise it would be in green.Also normally for a shipping logistic company, the first two quarters (Q1 & Q2) are difficult because of the monsoon and storms. Q3 and Q4 would be usually better.With healthy topline growth & changing business dynamics, it will charter into profit zone soon.Management is confident of EBITDA margin @ 12-13% & net margin @ 6-8% over time.For Shreyas, fuel expenses are the biggest cost item amounting upto 22-25% of topline. Now with crude on a sustainable easing trend—of late Brent below $100—it would prove to be a big relief on this front.Mcap is Rs.150 crores with reported cash flows of 42crs for last fiscal 13-14.I mean a quality logistics company quoting at less than 4 times its trailing cash flows makes it one heck of a buy.Even at a MCap to Sales ratio of 0.3, the stock is going very cheap.Stock also at a discount to BV of RS.63.Its tough to lose money from this counter.A 7 odd times trailing cash flows gives me my target price.


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 shreyas in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

96 comments:

kamal koli said...

Thanku sir and good morning......

Sourav Mukherjee said...

Hi Arun , Thanks for the update.
What is your view on GOL offshore in the logistics sector ??

Santosh Hegde said...

Sir,

What about Radico Khaitan.

Regards
Santosh

murali krishna said...

dear arun,

whats your views on taneja aerospace ?

Shivendra Singh said...

Hi Arun,

Please share your views and target price / returns expectations with 2-3 years view on Balmer Lawrie. Also is it better to invest in Balmer Lawrie Investment?

saurin patel said...

Its loss making coming..not good picks . .

kamal koli said...

Kese BhAi any reason

Ashiq mehraj said...

Thanks for this pick sir let me know your view upon nitco ltd. And calarants.chemical

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

U can see its fundamentals. . Every quatre its eps and net profit in minus figure and also its increasing. .

Sath said...

Hi Arun,

Out of curiosity:-)

for paid members u suggest 1 share fortnightly?

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

What about puneet resin

Ramesh Raju said...

Sir some people from value pick are asking puzzel the answer is trident ltd

the dreamer said...

Hi Arun,

What's your opinion on Bodal Chemicals, Sunil Hitech and CCL Products?

Thanks.

Al Hakkam said...

Your view on Rajoo Engineers?

saurin patel said...

Lol..its not..which condition is satisfy? ? Only promotor holding. .its not enough

Naveen K N said...

Arun, can you please remove Ramesh Raju's comment. He is trying to mislead the investors to boost the price of a stock which he has bought.

Jayantha Shetty said...

Sir your views on Motherson Sumi

Gaurav Jain said...

Hi Raman,

your take on allied digital services?

Gaurav

jadeiori said...

Whays is your view on bodal chemicals and Patel logistics

Unknown said...

Hi Arun,
What is ur view on Nitta gelatin,Binani industries and Cairn india? I hold these for a long time.

Arun Mukherjee said...

1)Dear Mr Patel am an avid learner and appreciate people who are here to learn and earn.Till you understand stuff fully,whats the use of commenting Sir?Reported profits are misleading.Focus on Cash flows.Also would request you to read the whole note once.Hoping to learn something better from you sir.

2)Nitta has given a PAT guidance of 14crs vs a loss last fiscal.If it can manage that,stock will fly.

3)I tweeted about patel logistics and bought a few at 25 bucks.A high risk reward play.Bodal has good long term potential.

4)Am not following allied digital or taneja,

5)Each and every well managed logistics company will do very well in the coming 5 years.Gol offshore no exception either.

6)Puneet resin is a quality company but the promoters own several similar private companies,the focus gets diverted.

7)Motherson sumi is class act,a company on a different league.Remains a good long term compounder.

8)Rajoo has great long term potential but I fail to understand why this companies opts for splitting the FV.That keeps away guys like us.

9)Ya its kinda 2-3 calls in a month.

10)Not fond of nitco.Ccl has got great prospects.Do check the recent icici coverage on it.

11)Sunil hitech,cairn should do well.Binani group isnt an investor frndly one.Tough to take a call on it.

madhu sudan Acharya said...

How about accumulating DLF from now onwards?

Jayantha Shetty said...

Your views on Can Fin Homes

Naveen K N said...

Sir, what are your views on Symphony. It has posted very good results in the second quarter and stock price is flying?

Rahul Kapoor said...

Hello arun sir,
I am silent reader of your blof since 2 omonths. I need your assistance about following stocks for long term. Can you please suggest about it??

1) vks project bought@0.45
2) Gtl infrastructure bought@3.35

Thanks

CHARAT LAL MEENA said...

Hello sir
i enetr ifgl @210. at this point should i buy more or wait please suggest it??

lalit singh said...

Dear Arun

What are your views on srei infra for 3-4 years.

Thanks

Ashiq mehraj said...

Sir please your view upon ashai India and trevani turbine thanks

Suranjan Sarkar said...

Is recent correction in Selan an opportunity for fresh investment for long term?

jatin shah said...

Hi Arun
Your view on Guj Ind Power

Falcon said...

Hi Arun,

Thanks for your latest recommendation. Could you please let us know about the "Jyoti Structures" and can we enter this now?

thanks

Ajay said...

Hi Arun, selan is continuously down, it's only the oil price reason or anything else? it attract me to jump to catch at this level, shd I?

Arun Mukherjee said...

1)Selan has been a favorite of mine since 2003 when it was a 8rs stock.Ya drop in crude prices is a reason but here's the real deal,this 700crs mcap company is sitting on proven oil reserves of over 70000crs.A sure shot kind of a multibagger but would take time.

btw:This fall in crude may be a negative for selan but for Shreyas,its a huge positive.Margins would see a spike.

2)Jyoti structures is a good company with decent long term prospects.It needs to deliver which will propel the rerating.

3)GIPCO a safe long term compounder.

4)Triveni turbine has got a great future.Not following asahi this days.

5)Not fond of srei infra either.Look for repco or capital first.

6)If one compares the valuation gap between ifgl and vesuvius or even orient,its huge.Either those stocks should come down or ifgl should move up,you do know in which boat we are.

7)GTL and vks both are big craps.Why to even buy them?

8)I recommended canfin to members at 220 odd.Till Mr llango is with the company,canfin will rock.

9)I am having symphony since 28rs bought in 2009 to 2010.A 50 bagger and counting.More gains to follow.

10)DLF is a chor company.Buy godrej properties.

Falcon said...

Thanks for the quick response Arun.

Hrishikesh

Pssa Newbie said...

Hi Arun,

Could you please provide your feedback on the following that is if they are worth holding on to with a long term perspective

L&t finance
Sterling bio pharma
Dhunseri Petro
Gmr infra

Thanks much

Jayantha Shetty said...

Dear Sir,
Please share your views on
Gruh Finance

Rahul said...

Ur views on on dishman pharma and sintex industries at cmp?

Navjot Pal Singh said...

Arun wats ur view on latest results of RS Software.should one can enter at these levels for 1 or 2 yrs horizon. Thanks

Rahul Kapoor said...

Hello arun sir
Pl suggest following stocks for medium to long term
1)gujrat borosil bought @29
2) polyplex bought @294

Thanks

nitish kumar said...

Mukherjee sir I have buyed 1500 shares of Ybrant Digital @55. At present it's at 49. I think YD being a Digital Marketing company has good potential. I can hold for 12 to 15 months. Please guide me should I exit aur go long.

~Nitish

Ashiq mehraj said...

Dear what is your view upon elgi equipment trident ltd and banco product thanks

akshay wadhawan said...

Will Kddl,Edelweiss be a good bet for long term ???

Rahul said...

what's your view on alembic and gateway distribution for medium term...

ankit said...

Hi Arun,
What is your view on coral lab?

Rahul said...

Also ur views on llyod...

RuralParikrama said...

Arun,

What do you think of L&T finance, Ambika Cotton and Strides Acrolab for 5-6 month hold period ?

karthik said...

HI Arun...
What is your view on excel industries,vaibhav global and nathbiogene

jatin shah said...

Hi Arun
Is Arvind remedies is a buy at current price for long term

Santosh Hegde said...

Dear Sir,

What is your view on Radico Khaitan & Trident Ltd

Regards
Santosh

arun jain said...

Dear vpsir,
How u see latesh result of mmfl shares?
With regards
Arun

ankit said...

Hi Arun,
Please give your view on albert david and austin.

Rahul said...

Ur views on ratnamani metals and tubes.

CHINMOY GHOSH said...

sir how do u see ptc finance . does it have a potential to be 5 to 10 bagger in next 5 yrs ?

Jais87 said...

Hi Sir,
Plz share ur views for
ALLCARGO
TRIDENT
EDELWEISS

sunilagarwal01 said...

Hi Arun

What yrs view on reliance chemotex ?

It has turned into profit last quarter
Promoter holding more than 50 percent
Also majority of it product that hand made articles are exported outside idia

Ashiq mehraj said...

Sir please your upon flexituff Intl. And VIP Ind.

Shankar Krishnamurthy said...

Hi Arun

What is your take on Prima Plastics, Pochiraju Industries and Gujarat Intrux? Thanks

Rahul said...

Mmfl at current valuation?

Rahul Kapoor said...

Hello arun sir
Pl suggest following stocks for medium to long term
1)gujrat borosil bought @29
2) polyplex bought @294

Thanks.

sidhant mansinghka said...

hello arun, wishing u a happy diwali & prosperous year from mine side.
i wanna ask u abt chd developers. i have 6000 shares since 2008. now seems in uptrend most probably bcos of BJP led government in haryana. wats ur view abt this script?

Rahul said...

Wat abt manjushree and tata metalicks

Arun Mukherjee said...

1)Manjushree is an amazing company with a great future.Already a 5 bagger from my recommended price,still some way to go.Tata metalicks was supposed to be merged with tata steel with a ratio not in favor of it,not sure what has happened to that thing.

2)I did have a coverage on chd couple of years back.Present movement defies any logic.But what you mentioned can be the point.

3)Guj borosil is a very interesting counter which can be rerated further provided it delivers some robust numbers.Polyplex one of the leaders in the bopp segment,got some way to go.

4)All cargo,edelweiss,trident all should do well in the coming quarters.

5)I remember reliance chemotex becoming a 15 bagger some 5-6 years just coz of the reliance tag,ones people realized it aint related to reliance,scrip nosedived.Would have a look into it.

6)PTC finance was my multibagger at 11 bucks for a 44rs target which it achieved in little time.Still some way to go.

7)Ratnamani is a class apart with a very visionary management at helms.Its been a 200 bagger over the last 10 years.

8)Austin am tracking since 2004,its kinda our Ishant Sharma.Delivers great few quarters and then disappoints.Till it show consistency,scrip wont be a multibagger.Albert has some good products under its belt.Scrip to watch out for.

9)Anyday I prefer United spirits to Radico,but a lot of guys would fancy radico coz of its mcap and the segment it operates in,can move big.Trident has a blotted equity,else things do look in good shape.

10)Arvind remedies got its life back after reverse splitting,company has given a good future guidance.Let c how the story pans out.

11)Coral lab too is lacking consistency.Stock market pays high for certainity.

12)GRUH finance is a 10 bagger in 10 years.One of my all time favorites.

13)Banco is a class company in its segment,scrip has outperformed its peers bigtime.Higher levels to be witnessed.

14)Am very high on the entire logistics segment.So gateway should do well too.

15)KDDL is a hidden gem managed by the great Saboo family.One of the most frndly managemnets I ever came across.

16)Ybrant is in such a segment which will grow by leaps and bounds.But am not sure about the management quality.A HIGH RISK HIGH RETURN BET.

17)RS disappointed on the topline front,maybe one off event.

18)Dishman,alembic and sintex all should do well over the medium term.

19)What is mmfl?

20)LT finance an over rated entity.GMR and others would be a sell at rallies.

21)Ambika seems highly undervalued at present levels.Strides to be merged with sashun,so a wait and watch.


Wish all of my readers a very happy,lively and prosperous Diwali.Happy investing folks.

Ajay said...

Hi Arun Happy diwali to you and your family

jatin shah said...

On this auspicious festival of lights,
May the glow of Joy,
Prosperity and happiness
Illuminate your life & your home.
Happy Diwali!!! ������

BHARATH said...

Hi Arun .
i am already holding some of the stocks of Shreyas shipping , thinkiing to buy some more has the price has gone down..please suggest me , whether to buy more now or not ???

Bethamsetty Shankar said...

Hi Arun, what is your view on Indian dyes and pigments industry. Recently why there is deep correction in this industry. Please help to know

nitish kumar said...
This comment has been removed by the author.
imtiyaz Ujjainwala said...

Jay bharat maruti hold or profit booking?

Rahul said...

Mmfl is mm forging....

Rahul said...

Ur view on Jenburkt Pharmaceuticals Ltd and wim plast?

Rams said...

Hi Arun,
What are your views on Syncom formula and celestial labs?

Regards,
Rammohan.

madhu sudan Acharya said...

Do you suggest investment in PROZONE CAPITAL AND SHOPPING CENTRE?

ankit said...

Hi arun,
What is your view on vikram thermo and indraprastha medico?

Rahul said...

Which one would you prefer between capital trust and capital first ?also need your advise on brigade enter.

Siva said...

hi arun .. wats ur view for orient green power ..

imtiyaz Ujjainwala said...

Whats Your view on hindustan tin. Ifgl

nitish kumar said...

Mukherjee sir can you do a bit of research and give your precious suggestions on upcoming IPO of Inox Wind.

Regards,
Nitish

Rahul said...

Arun dear wat u say abt ilfs....

sammin22s said...

Hi sir, view on glenmark and tata chem in short term..regds

jatin shah said...

Hi Arun
Do you see any turn around in Zylog systems

satishdevata said...

Hi Arun,

what is your view on Polychemicals. They discovered oil near Ahmednagar. The oil reserves will be around 15 Billion Barrels.

Is it right time to buy this stock for Long term ( i.e, for atleast 5 years )

Anup Kumar Sharma said...

Hi arun, appreciate yr views on haryana shipbreakers: stock as well as promoters . Thanx

Anup Kumar Sharma said...
This comment has been removed by the author.
Arun Mukherjee said...

1)Not tracking haryana ship.Whats the story buddy?

2)You meant polychem?The 600rs one?

3)Zylog promoters are dubious.Scam company.

4)Shreyas is a bet on coastal logistics.Way to go for the counter.

5)Glenmark great long term compounder.Tata chem lacking direction.

6)Capital first remains my choice.

7)ILFS should do well over the medium to long term duration.

8)Bullish on orient green power.

9)Jenburkt has been a 4 bagger since my call.Looks good at dips.

10)MMforgings is in momentum,can move big in the medium term.

11)Bullish on ifgl,not following hind tin works.

12)Play jay bharat with trailing stop or sell half of your positions.

13)Vikram thermo scored high in most f my parameters but got some environmental issue.Indra medical a steady compounder.

satishdevata said...

Hi Arun,

Can you throw some light on "Polychem" as it discovers larger oil recently which has capacity about 15 Billion Barrels.
Can we consider this stock for long term ( i.e, 5-7 years period ) along with Selan ?

satishdevata said...

Hi Arun,

The news on "Polychem" is here for your reference.

http://www.msn.com/en-in/money/money/eureka-big-oil-find-near-ahmedabad/ar-BBblk7k?ocid=iehp

Ashiq mehraj said...

Sir your view upon aksh optifiber as stock not performing should I exit or hold thanks

madhu sudan Acharya said...

Do you suggest investment in PROZONE CAPITAL AND SHOPPING CENTRE?

S Biswas said...

Hi Arun,
what's your views on unitech ?

Thank you.

Arun Mukherjee said...

1)Dont feel this polychem has got any relation to those billions of crude barrels.Its a very tiny company.

2)Prozone capital is the demerger arm of provogue.High risk reward play.

3)I prefer godrej properties in place of unitech.Unitech mcap is still higher than godrej.

4)My pick was birla erisson optical which has been a 8 bagger.Aksh too should do well.

dwayne smith said...

Nice update and i really liked your posting,the way you present each and every point is quite fantastic.
stock market tips
short term investments

Eshant said...

Shreyas Shipping has performed really well. In the times when stock analysts are being bought by the company owners, your recommendations are impressive, be it symphony or rs software.

Greak job Arun, keep it up!

Satya Prakash said...

Here is news 7th Feb. http://www.newindianexpress.com/states/andhra_pradesh/Container-Service-to-Dubai-Set-to-Give-Fillip-to-Vizag-Port/2015/02/07/article2656636.ece
Result in just two days. I m in small profit. Can I hold it or sell it! Please reply. Feeling in dander bcoz of great run up and I entered very late. Peers vary in pe. Profit of shreyas is not steady. Not sure of how to analyze it.

Please reply soon before result.

Satya Prakash said...

Hi, please share how to understand vessel purchase this qtr won't have same effect on profit like one qtr before! Trying to understand result and after that price movement.

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