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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, November 16, 2014

Stock market basics and a cool stock idea:-Premier Explosives Ltd(PEL)

General aspects for newbies:-

1)What is stock market to you?

Ans)Stock market is a place which gives you lucrative ownership of companies.By owning a single stock you are actually becoming the owner of a company.Its liable to share everything with yourself.

2)What is the kind of returns that can be generated?How its comparable to bank FD returns?

ans)I personally look for 26-30% yearly gains on a compounding basis.A 26% compounder increases your fund by 10 times(1 lakh invested becomes 10 lakhs) in 10 years.A 30% CAGR boosts your portfolio by nearly 14 times(1 lakh invested becomes 13.8 lakhs) over a period of decade.Bank FD's would just double your money(1 lakh invested becomes 2.15 lakhs) over the same period.Add up some dividend top ups which if further invested,makes the figure look much more interesting.

3)Its easy to earn this days as everything is moving up isn't it?I buy xyz and double my money in a week.

Ans)It was always easy to earn actually but only over the longer term.So how much you actually made from the time you joined markets?What was the CAGR?Everything looks green from the other side.A lot of crap stocks are moving coz of vested interests.Once the wind stops,they gonna go down like anything.Invest in a disciplined way in stocks which you understand,that too with proper portfolio allocation.Even the greatest mathematician,Sir Isaac Newton lost nearly 30crs(on today's figure) and mentioned – "I can calculate the motion of heavenly bodies, but not the madness of people".

4)How does one construct a portfolio which can provide 25-30% CAGR returns year after year?When to exit is something which confuses me a great.Please help.

Ans)Buy my recommended companies and allocate not more than 5% in each of them.A basket of 15-20 stocks is enough to get your desired returns.Why to exit actually if the growth is there?I see a lot of guys exiting my older recommended stocks like symphony and avanti feeds to buy the new ones.This is one of your biggest mistakes.The secret to win from markets is to have the best ones and sit tight with them till their growth is intact.You just don't need to buy the new ones as you already posses the best money making companies.I myself hardly bought any recent recommendations as am fully invested on the older ones which ensured an amazing overall portfolio return so far.

5)Then do we exit once the target gets achieved?Also have seen you recommending companies only after they have doubled/tripled/became 5x.If those were provided earlier,we could have made so much more.

Ans)What is a target?Its just based on historical figures showing what its worth over a period of time.Frankly speaking there's no target folks.Just hold with trailing stop as long as the growth of the company persists.Minimizing losses and maximizing profits is what you should strive for.A company which moves up and consolidates higher gives me the required clarity.There's so much to speak about,say from opportunity costs to MF's or FII's interest.A higher PE means investors confidence whereas a low PE company simply signifies lack in confidence.Buy at low and sell at high ain't in vogue.It should be buy high to sell much higher.A higher valuation also boosts the confidence and productivity of the promoters/management as they are biggest gainer of the rising stock valuation.

Some more words:You need to pay wealth tax if the value of personal assets you own exceeds 30 lakhs.Nah,don't be concerned.Stocks, which are one of the best assets ain't even considered as an asset in our country.My association with you guys last from a quarter to some years.Its not the money which satisfies me(30% of the paid readers are given free membership coz of their sheer passion and love for the subject.They all wanted to pay though)but only when I see the members trying to learn and doing the required due diligence before zeroing on a stock,that's such a wow feeling.So earn and try to learn too.Happy investing folks.



Note:Premier explosive too was recommended to members at 206rs just few weeks ago.Here's the research note of it.Company quoting around 230 rs now.Readers its time for you to act on it now.

Stock idea:-

Scripscan:Premier Explosives Ltd(PEL)
Bse code:526247
Cmp:206rs
Target:300rs
Return percentage:47%
Duration:9-12 months

Quote:Keshav's research helped me to complete 50% of the note.Rest of the inputs got penned down by your's truly.

Promoter: Dr. Amar Nath Gupta (ANG) is the CMD of PEL. He is a first generation entrepreneur.He is a Gold Medallist from Mining Geological and Metallurgical Institute of India. He is a Member of Society of Explosives Engineers, U.S.A. and was Chairman of Explosives Development Council constituted by Government of India and Chairman of Explosives Manufacturers Association of India.Dr. ANG believes in profitable growth. The company could have achieved sales of around Rs.300 - 400Cr. had it been ready to sacrifice margins at the altar of sales growth. The company only considers projects where it expects to recoup its investment in 4 years.

History:Premier Explosives Ltd. was incorporated in 1980 and started off with manufacturing Slurry Explosives and during the 90’s started manufacturing the complete range of explosives & accessories like detonators, bulk explosives, detonating cords and blasting accessories. The company diversified into Mushroom Farming in 1997. In FY07, the company ventured into Space & Defence. The co. divested its Mushroom Division in FY08 for a consideration of around 20Cr. Since then the company is focussing & expanding into the Space & Defence sectors.

Company:The Indian Explosives Industry is amongst the top 5 in the world. Around 70% of the entire output of the industry is consumed by the coal mining industry which primarily consists of Coal India Ltd. & its subsidiaries. The Indian explosives industry is fragmented with around 45 units and around 10 major manufacturers Premier Explosives is the 6th largest manufacturer of explosives with around 5% market share.PEL caters to all mining sectors like Iron Ore, Limestone, etc..PEL is the only private sector entity manufacturing solid propellants & other specialized products for the defence sector.

Some more info: Amongst many firsts, PEL is the first company in the world to produce safer and greener NHN (Nickel Hydrazine Nitrate) detonators on commercial scale replacing ASA (Lead Azide, Lead Styphnate and Aluminum Powder) detonators.PEL is operating and maintaining a State-of-Art Chemical Manufacturing facility of Indian Space Research Organisation (ISRO) at Sriharikota and Solid Fuel Complex of Advanced Systems Laboratory at Jagdalpur.PEL's R&D facility is recognised by the Council for Scientific and Industrial Research (CSIR),Government of India, as an established research centre. It is also recognised as a research base for Ph.D. work by Gulbarga University, Karnataka. Further,PEL has collaboration with IIT, Madras and Gulbarga University for research in high energy materials.For FY14, PEL achieved a turnover of INR 145crs and profit after tax of INR 9.2crs

Presently, PEL has 4 main divisions:-

1)Commercial Explosives
2)Detonators & Accessories
3)Special Products Division – Solid Propellants
4)Service Contracts – ‘Operation & Maintenance’ Contracts.

Commercial Explosives: The Company is manufacturing a diverse range of commercial explosives for mining and infrastructure requirements at its 6 manufacturing units.The company is a dominant player in its segment.The explosive industry is fragmented while the main customer is a monolithic (Coal India).Others include the likes of Singareni Collieries,Neyveli Lignite,NMDC,Karnataka Emta Coal Mines and the Cement companies.The other listed players from this space are Keltech Energies Ltd. & Solar Industries India Ltd.The ‘Industrial Explosive’ division of PEL did sales of Rs.67crs vs 48crs.Production of explosives increased to 20,703 tonnes from previous year's 16,367 tonnes.The company should be able to maintain 15% operating margins as the management refuses to bid for those tenders where a threshold margin of 15% is not assured.With signals of revival of global economy and expected industry-friendly policies, Indian explosives industry is expected to post 8% CAGR over the next few years on robust growth plans of user industries like mining and infrastructure .

DETONATORS:After adoption of NHN technology last year subsequent to the accident, during the current year Detonator plant produced 53.27 million pieces which is 17% higher than 45.44 millions produced during previous year(sales value of 33crs vs 29crs).Demand for detonators, which are sold through trade channels,continue to be weak.Revival in detonator demand is expected in Q3FY15.The company is confident of raising the production further in 2014-15.

SERVICES DIVISION :O&M –Premier has been operating and maintaining the solid propellant production facilities of prestigious agencies, namely ISRO’s satellite launching station, SHAR at Sriharikota, Andhra Pradesh and Solid Fuel Complex (SFC) at Jagdalpur in Chhattisgarh.At SHAR, the company has deployed 330 of its staff under the 10 year contract for O&M services which commenced in 2007.The company also has O&M contract at SPROB. At this facility about 60 of the company’s staff are deployed.More than margins,O&M is a significant technology transfer as PEL is learning to run complex facilities and than setting up such units on its own. Such contacts are called GOCO (Government Owned, Company Operated). These contacts have annual price escalation clause which leads to steady increase in revenues.The segment contributed 15crs of revenues in the fiscal fy13-14.

SPECIAL PRODUCTS DIVISION:Premier has been manufacturing solid propellants from 2003.Since then Premier has been adding facilities to manufacture solid propellants at Peddakandukuru in Nalgonda district of Telangana. The company has been catering to the needs of tactical missiles like Astra, Akash, LRSAM and rockets like Pinaka.PEL is the only private sector entity in India manufacturing solid propellants & other specialized products for the defence sector.Solid Propellant manufacturing is a Sunrise Industry in India.Premier produces Explosive Bolts, Pyro Actuators,Smoke Markers, Cable Cutters and many other products including Blazer Plates for the Indian defence services.Premier also is the only private entity producing oleoresin based tear gas grenades used for mob control by law enforcement departments. The company had developed this product in collaboration with Defence Research Development Establishment (DRDE), Gwalior..The defense related business of the company has grown more than five folds(from 5.2crs to 26.7cr) in the period of fy10-fy14.Defence Off sets is a big opportunity for PEL.The management believes that the defence & space business will exceed the Bulk Explosive & Detonator business within the next 5 years(as of now defense contributes 20%).

Concerns:The company wrote off investments worth around Rs.13Cr. during FY09 & FY10. These investments were made in FY07 in JV’s in Turkey & Georgia. The management claims that’s the foreign partner duped it. It is possible that the management duped the shareholders as this a very convenient way of siphoning off funds by Indian promoters. After all who is going to Georgia to check out the details.PEL is fighting a case against its Turkish partner & is expecting a write back.This 'writing off' investment aspect kept me away from the counter for long.It was after a long interaction with few of the big investors which finally made me recommend it.The recent entrance of reputed investors like Dolly Khanna and Vijay Kedia further convinced me.

Other aspects:Got debt equity ratio of less than .2%.Boasts of 10 year average ROE of over 20%.Promoter has hiked its stake to 48% from below 40% in the last few years.Paid a dividend of 2.5 bucks which with higher profits should see a decent hike.Company never diluted its equity in the last 17 years until very recently when it did a tiny preferential issue to promoters.Cash flow has been positive over the last 6 years.Check out the presentations to know more about the company.
http://www.pelgel.com/Q4FY14_Presentation_PEL.pdf
http://www.pelgel.com/Q1FY15_Presentation_PEL.pdf

Conclusion:The proportion of revenue from Defence products and Services(low competition-high margin) is expected to rise vis-a-vis proportion of revenues from Explosives(high competition-low margin), over the next three years.The company has guided a topline of 200crs for the present fiscal, 2014-15.PAT should be around 13crs.Next year the company may deliver revenues and PAT of 260crs and 18crs respectively.The company at present prices quotes at a PE of 14 times its forward earnings.The other listed entity-Solar Industries quotes at 30 times its fy15 forward earnings.Putting the same multiple of 14 for fy15-16 earnings of 21.5rs,to arrive at a price target of 300 bucks.



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

66 comments:

Rahul Kapoor said...

Hello arun sir,

Please share your views about galaxy entertainment after q2 results. What is the reason behind of falling this stock.

Thanks

Arun Mukherjee said...

Galaxy I dont know why it went to 56 from 30.Fair value at around 38-40 bucks.Results were good though.Sales up 30% y-o-y.It actually made a loss of 16 lakhs vs a loss of 2crs year on year.Last year they had some sundry stuff write back which contributed 4crs and made the PAT look so good at 2crs.Let see how the biyanis plan further.

bhanu murty said...

Gati Zingalala
ShreyasShipping Zingalala
GatewayDistriparks Zingalala
Snowman Zingalala......

bhanu murty said...

Premier also Zhingalala

Sudheer Kumar said...

hi Arun

Pls share ur thoughts on TILAKNAGAR INDUSTRIES LTD. can we buy at CMP@30

shrenuj tambi said...

Hi , pls let me know your view on siti cable..

Abhi55 said...

Pls give some view on Cesc ltd

prajeesh gopinathan said...

Dear Arun,
What about your view on SYNCOM FORMULATION, 3IINFOTECH & SHREEJAL INFO HUBS for long periods. I am expecting your valuable information

Ashiq mehraj said...

Sir your view upon triveni turbine and maxwell industries. Unity infra . Man infra I think it is time to invest in these company what is your suggession

bhanu murty said...

Capital First Zingalala
Gati Zingalala
Premier expl Zingalala

nitish kumar said...

Mukherjee sir what are your views on state run Shipping Corporation of India. Do u think in Modi's regime it can give handsome returns in next 18 month. Also govt plans to revive shipping laws and crude oil prices going down. Can these things guide SCI. Waiting eagerly for your opinion.

~Regards
Nitish

sivakumar krishnan said...

IFGL can I hold

Kebhari ads said...

Thanks for selecting the subject.Technical Analysis is the study of market action through use of charts to determine current market / price trend and anticipate future market / price trend. www.ksoftware.co.in.

Nani Bommasani said...

Hi Arun,

Can you please share view on Fluidomat results, seems flat results. will you still advise to buy or Hold?

Thanks
Hariprasad

Jhraana said...

Hi Arun,

Bodal main kya karoon sir ji?

abhi Shilp said...

hi arun
my portfolio includes:
ongc@390
wockhardt@740
polyplex@220
gati@168
fluidomat@180
bilcare@72
suzlon@22
sunil hitech@118
kopran@64
nilkamal@308
himalaya tinworks@93
godrej properties@210
shakti pumps@220
gujarat borosil@22
please arun have a say ...whether to hold or exit...looking at longterm horizon...are they 25-30%CAGR....



the dreamer said...

Hi Arun,

Which PSU stocks do you like? Is it advisable to have Engineers India, NMDC, Coal India, REC and ONGC in your core portfolio?

Thanks.

karthik said...

Hi arun
Pls share your view on vaibhav global...the price is decreasing day by day..and also your view on NCC

karthik said...

Hi arun
Pls share your view on vaibhav global...the price is decreasing day by day..and also your view on NCC

chaitanya said...

Hi Arun,

I am new investor, I went through your blog. It is very impressive and very good analysis of the stocks. All the stocks suggested are at your suggested target or above it. I am a long term investor(5-10Years), Please suggest me 10 stocks which i should buy.

Thanks and Regards
Chaitanya

Nani Bommasani said...

Hi Arun,
Can you please share your view on TECHNO ELECTRIC AND ENGINEERING, seems recent qtr results looks good, one can buy now?

Thanks
Hariprasad

Bishan Basu said...

Dear Arun,
Can you give your opinion on Rollatainers?
As you know, they are one of the leaders in flexible packaging as well as in lined cartons.All the major FMCG companies are their clients.
Now that they have entered into chain restaurants and fast food chains business through their wholly owned subsidiary Carnation Hospitalities, I think their valuation might change.
Would they be able to scale the heights of Jubilant Foodworks? The prospects of their food retail business with brands like Barista, Wendy’s Burger, Olliver’s Italian chain restauarant is even higher than Jubilant.
However, I do not know their financial details like debt, promoter pledging of shares etc., which are very important; perhaps more important than the business details.
I am eagerly waiting for your valued opinion.
Would you mind to reply in some details? Please don’t mind.
Thanks in advance…..

Bishan Basu said...

Dear Arun,
Can you give your opinion on Rollatainers?
As you know, they are one of the leaders in flexible packaging as well as in lined cartons.All the major FMCG companies are their clients.
Now that they have entered into chain restaurants and fast food chains business through their wholly owned subsidiary Carnation Hospitalities, I think their valuation might change.
Would they be able to scale the heights of Jubilant Foodworks? The prospects of their food retail business with brands like Barista, Wendy’s Burger, Olliver’s Italian chain restauarant is even higher than Jubilant.
However, I do not know their financial details like debt, promoter pledging of shares etc., which are very important; perhaps more important than the business details.
I am eagerly waiting for your valued opinion.
Would you mind to reply in some details? Please don’t mind.
Thanks in advance…..

Amit Hattarki said...

Hi Arun
Need you Advice on 8k miles software services for long term view...
Amit

CHARAT LAL MEENA said...

Hi Arun,
Can you please share your view on DCM shriram recent qtr results looks good, one can buy now?

utsav said...

Hello Sir,
What's your view on Hindustan Tin Work and Pennar Ind and Elgi Equipment?

Praveen Kerketta said...

Tell me about pnb gilts at current market price.

saurin patel said...

What about bhageria dychem?? Can I enter at this time??

Ramesh Raju said...

sir
ur view on ahmednager forging bgt at 470 plz suggest

Rikin shah said...

Hi Arun
Kindly share ur views on Rain Industries for long term....Thanks

Arun Mukherjee said...

1)Not following rain industries.Once had a good rapport with management folks.

2)Always been positive on ahmednagar.

3)What made you go for pnb gilts?Thats aint a retail investors play.

4)I know few operators who often plays with hind tin.Thus hard to predict.Others look okay.

5)Dcm shriram has been a great multibagger over last 12 months.To do further well.Results were as per expectation.

6)I do own 8k miles but again played by operators.

7)Rollatainers promoters have never focussed on their company.If any other companies would have got such kinda assets,stock would have been 5x more.However if the promoters start to focus on it(as often happens in a bull market),stock could get rerated.

8)Techno electric is a very efficient company managed by ethical guys.Good long term prospects.

9)For 10 years buy all godrej group companies,united spirits,gruh finance,shilpa medicare,amara raja,jyothy labs,tv today,thomas cook.That makes one heck of a portfolio.

10)Vaibhav global-purely operator driven.

11)Only psu i preffered was ptc india finance,been a near 6 bagger now.Nbcc and balmer should do well in next 4-5 years.

12)Very positive and bullish on fluidomat.Read its chairman speech.Bullish on ncc too.

13)Yah ifgl is a hold just like bodal.

14)Shipping is a tough sector to be in.I prefer mercator to sci.Sci on profits would give a great dividend yield though.

15)Positive on cesc and siti cable.

16)Tilaknagar till that dispute gets cleared would be an underperformer.

17)Syncom and shreejal again are operator driven counters.3i should have a better future ahead.

Bishan Basu said...

Dear Arun,
Thanks a lot for your reply on Rollatianers.
Best wishes for you.
It is really heart-warming to see a person selflessly spending his time & effort just to help others.
Warm regards.......

arun jain said...

Dear arun,
Whats ur view on Hindustan media venture ltd(html)?
Please share ur view on this stock it may help me ?
Thanxs .
with regards,
Arun

Prakash Punamiya said...

Dear Arun,

Thanks for your educating investors with a detailed study. I would like to know your opinion on few stocks i have been holding for long term:

Tata global
Sasken comm
Engineer india
Camphor
Dynemic products
Virinchi tech
Hinduja Ventures
NIIT

abhi Shilp said...

arun though godrej properties..amara raja...shilpa medicare...tv today..gruh finance..thomas cook..etc have already moved up..do u say fresh buying in these counters at current price could be done...also inthat list gati n fluidomat not included....do u have a target for these company...if so please tell ur future course of action:)

prajeesh gopinathan said...

Dear
Arun thanks for your valuable information about my queries & your suggestion of PEL. SREE PADMANABHA SWAMY will bless you always

Jhraana said...

Hi Arun ji,

should i buy at current price?

1- MARICO KAYA NTERPRISES
2- Triton Valves Limited

Thanks

Rikin shah said...

Are gati's valuations overstretched....recently Morgan Stanley dumped shares... Should one exit at these levels .....though I m long term investor....I can hold if no major change in fundamentals.....kindly reply....thanks

imcool said...

Wanted your feedback on the below mentioned portfolio i am maintaining and adding more shares to them each month. Please inform if they r good for a long term portfolio of 10-15 years. If no, please inform laggards which should be taken out and new stocks which should be added. Waiting for the post to be published and your reply. Thanks in advance.

Thinking to add BIOCON IN THIS PORTFOLIO.

Aptech Technology
Bajaj Electric Cons Durable
eClerx Services Technology
Greaves Cotton Engineering
Indiabulls Hsg Banking/Finance
Kopran Pharmaceuticals
M&M Financial Banking/Finance
Radico Khaitan Food & Beverage
Reliance Power Utilities
Sanghvi Movers Engineering
Take Solutions Technology

abhi Shilp said...

hello arun ur take on shri renunka sugars at current price though in huge debts but ethanol card may play up....

Kartik Shah said...

Hi Arun...Which stock would you prefer in granite sector? Aro Granite, Elegant Marbles or Madhav Marbles? Also your views on Almondz Global, Pochiraju and V2 Retail? Are they a good buy at cmp?

Ashok Kumar said...

Hi Arun!

I've bought the Galaxy Entertainment @56 but it is falling (now it is 44).

Please let me know if i can hold or sell the stock ?

Please advise.

Thanks in Advance.

Ashiq mehraj said...

Sir you did not answer to my query above mentioned OK please your view I have triveni turbine @112 and HMVL @ 225

Praveen Kerketta said...

Arun ji

Give ur opinion on tinplate and punjab & sind bank.

Naveen K N said...

Arun sir, what is your view on "Linc Pen and Plastics"

Hidden Gem said...

Dear Arun
What is your valued opinion on buying Neo Corp Intn;l at CMP

Jatin K said...
This comment has been removed by the author.
Jatin K said...

Hi Arun,
Whats your view on JBM auto, MM Forgings and Adi Finechem

Rathna said...

hi arun ji wats your view on l&t finance?other finace scrips moving well other thsn than this even it has good management but looks cheap based on brand.alredy invested 1 lac.i can invest 10000 per month till 15 yrs. can i continue or move to amar raja batteries and asian paints as per u posts,plz guide me.

Rathna said...

hi arun ji wats your view on l&t finance?other finace scrips moving well other thsn than this even it has good management but looks cheap based on brand.alredy invested 1 lac.i can invest 10000 per month till 15 yrs. can i continue or move to amar raja batteries and asian paints as per u posts,plz guide me.

Ashiq mehraj said...

Sir please your view upon kesoram is it good buy at cmp 101

Arun Mukherjee said...

1)Guys sorry for the delay in reverting back this days as almost fully occupied in making an unique free stock app for you folks.So just ensure you get an android smartphone.It would be revolutionary and a game changer for sure.

2)Kesoram looks good for a bit more upside.LT finance is an over rated company but at this prices downsides seems negligible.

3)Bullish on mmforgings,adi from that list.

4)NEO corp is finding lot of hni takers this days.It just needs to deliver robust numbers now.

5)Linc pen will be a big beneficiary of falling crude prices.Also people have started valuing it on mcap to sales,which leaves scope for further appreciation.

6)Tinplate and punjab sind bank can be steady compounders.

7)Triveni turbine is a class act.Expect higher prices.Not following the later one.

8)Galaxy should stabelize at 38-40 levels.But what made you buy it at 55?

9)HT media looks good but I fancy tv today to anything in media medium.

10)I own a bit of marico kaya.Looks good.Not following triton.

11)Shoot a mail to Mr Murukumbi of shree renuka and he will reply almost instantly.Great visionary guy but somehow he couldnt maintain what or how he started.Heavy debt,sectoral slowdown and now so much of equity takes away ones interest.

12)Am so high on logistics owning gati,tci and shreyas.The day gati falls 35% from its 52 high,presume the bull market has ended and sell then.

13)From granites,pokarna is something which looks interesting.

14) godrej properties..amara raja...shilpa medicare...tv today..gruh finance..thomas cook,fluidomat,niit,repco,gruh,united spirits,asian paints,godrej consumer all can be bought at present levels for 8-10 years.

15)Aptech Technology:Switch to niit
Bajaj Electric Cons Durable:Switch to havells
eClerx Services Technology:Good one
Greaves Cotton Engineering:Okay
Indiabulls Hsg Banking/Finance:Switch to gruh or repco or cap first
Kopran Pharmaceuticals:Switch to shilpa
M&M Financial Banking/Finance:Good one
Radico Khaitan Food & Beverage:Switch to united spirits
Reliance Power Utilities:Crap one,switch to ogpl
Sanghvi Movers Engineering:Will be good once economy picks up
Take Solutions Technology:Okay type,needs to deliver.

16)Tata global:Good cloud based play
Sasken comm:Switch to geometric or tata elxsi.
Engineer india:Decent govt services play
Camphor:Small cap leader with potential
Dynemic products:Operator rigging a good company.Tough to predict
Virinchi tech:Avoid.
Hinduja Ventures:Switch to tv today.
NIIT:Very bullish on it.

Harish Tripathi said...

Ogpl means...

Harish Tripathi said...

Holding aban 110@770 .pl advice

Amit Hattarki said...

HI Arun Thanks for the App in Advance
Please advice on C Mahendra and Astra Polly for long term view..
Please let us know the App once its ready..
Thanks again :)

ashu gulati said...

sir, you have recommended rexnord electronics and controls way back in 2011. is it advisable to buy it at this rate?

Falcon said...

Hi Arun,

Thanks a lot for your recommendations.
please share your views on Bombay burmah? Is it a Hold or profit booking? i bought it @ 286 level.

thanks and regards,
Hrishikesh

Rahul Kapoor said...

hello arun sir,

talking about galaxy, this was the special diwali call to your members and there is no targets as the return can be huge . so whats wrong if someone buy it at 52+. i think if we are investing in qualiy stocks we should sit tight and wait for the company further performance.
but as u were saying that what made you buy at 55 levels it seems that investors buy it at wrong price. please dont mind it and comment positively.

thanks

Abbas Khoja said...

Sir,
I want your views on Bhushan Steel and Bajaj Hindustan as I am holding it in large quantity

Rathna said...

hi arun ji,i want to invest one scrip for 8-10yrs can suggest one among amar raja batteris or asian paints.

saurin patel said...

Sir may I knw that apps which you are told??

Kuntal Payel said...

Please if you could throw some updates on sunil hi tech engineers? Post the best quarterly results its falling continously....

the dreamer said...

Hi Arun,

What's your view on Mastek? Is it the next Accelya Kale in the making? Has demerging the Insurance vertical unlocked a good potential?

Thanks.

Sudarsan said...

Hi Arun,

I am following ur site for a long time. You are doing a gud job. I liked ur approach towards a stock. Congrats for ur work..

Regards,
Sudarsan.

Muruganantham Muniyasamy said...

What's your view on odyssey technologies? Looks like company is specialized in cyber security especially in PUblic Key Infrastructure. PKI is widely used software security and company provides solutions in that area.

RBI provided guidelines to banks to implement PKI and this company has customer like HDFC, Axis bank , RBS to name a few. Last quarter company reported good numbers.

RBI guidelines and cyber security (lot of growth expected) may drive its earninigs

Sandeep Shukla said...

Hi arun

What is your view on :
1. Usher agro
2. Ujass energy

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