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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, November 28, 2014

Unique Stock market App and Sanghi Industries Ltd

Stock app:-

About the app:I understand that finding right investments to compound your hard-earned  savings over a long period of time can give you financial freedom and can help you attain your long-term goals.

WHAT ARE THE ISSUES THAT STOP YOU FROM MAKING A LOT OF MONEY IN THE MARKET?

1.Subscribes to dozens of magazines and newspapers to follow nearly 5,000 companies listed in Indian Market - This does not help as you need to devote huge chunk of your time to read and understand each element

2.Learning fundamental and technical analysis becomes a task that is impossible as you need to visit a trainer for guidance which leads to disturbance in the daily schedule.

3.Following big investors, mutual funds and research analysts and knowing what they are buying involves a lot of effort to check shareholding pattern of each company.You never really know what made them buy xyz?Can well be the case the one you opts for accidentally hails from the fraternity of 'rare seldom failures'.

4.Finding small caps and mid caps where there is real growth and money is risky and painful as it can lead to wrong decisions that can lead to permanent destruction of wealth.

5.Seeking guidance and asking questions about your investments from an expert is something that can only be dreamt of till now.

WHAT IS THE SOLUTION?

Solution lies in a simple yet immensely powerful mobile application that solves all the problem that an investor in equity market faces.It involves:

1.Short articles about the interesting developments in the market.
2.News feed in a condensed form for day to day updates on companies.
3.Your Story - Stories of successful investors and successful companies.You would find the stories of so many unsung heroes who have made massive from the market through small and midcaps.
4.Fundamental and Technical Analysis training with full support and guidance that comes to you in your smartphone.
5.Daily Market Update.
6.Quality small cap and mid cap stories with futuristic guidance.
7.Important and Relevant ratios and company data.
8.Facility to ask your queries about market on the go in one click.

Not only these you will also be informed about the important events using PUSH NOTIFICATION  so that you never lose out on making money.

NOW YOU CAN BE TRACK THE MARKET ON THE GO.. !!

Now you don't have to run after information, training and guidance - ALL THESE WILL KEEP RUNNING AFTER YOU !!.It would be a "FREE APP" readers.Just a token gratitude for being so caring,supportive and loyal for last so many years. 


"The next blog update would also have the APP launch".Fixing the last minute issues.



Scripscan:Sanghi Industries Ltd
Traded in:Nse-BSE
CMP:48rs
 

For 5th graders like myself:You own a branded cement company with capacities of 3mtpa and expanding more,worth 1100crs which will generate real free cash for you worth 250crs from fy17 onwards.You have given your management an achievable aggressive revenue target of 1800cr sales with 10% profits by fy17(1040crs and 50crs fy14).You have a robust network of 1500 dealers who speak highly of your commercial integrity.You see a huge spike in margin as previously you had transport issues which you are finally addressing.You are buying jetties and setting coastal terminals to neutralize the effect of higher transport cost.You are fixing the clinker-cement mismatch by putting a grinding unit.You are also changing the market mix by selling more cements in Mumbai.You have already successfully pared your company debt from around 1000crs to just about 500crs.It averaged operating cash flows of over 170cr over the last five years.Now you have a bank loan of just 500crs,with 250crs of cash you find it very easy to service the interest cost.You own such a company which has got captive power,limestone and land far more than whats required which you can use to expand your capacity many fold without any issue.Your company partners were smart enough to understand the potential and hence they bought truckload of shares(read 20% in last four years) through the open market route.You are already thinking what am I going to do with that 250crs of cash?Make my company a debt free one in 2 years,pay fat dividend to myself and my other company partners or expand more as I have access to raw material and land already?Your company also trades at half the valuation of similar other cement companies floated by your friends.This awesome facts would someday be realized by smart investors and they will be hungry to have a pie of your company(you recall already the process probably got started as some alien mutual fund named Reliance acquired 33 lakh shares of your company)as they buy you get richer.Understanding a company ain't that hard na?

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

84 comments:

d c shekhar said...

Sir, Your views on NMDC and tata coffee please?

mangalore said...

All the best arun for the app..we are there with you

Deepak kumar Prasad said...

Risky bet
- Only Unpledged promoter holding: 20.32%
- ROE/ROCE all below the acceptable limit.

Abhijeet Sureka said...

Sir - Do you have any recommendation on ESS DEE Aluminium - A packaging sector scrip. No idea why it has fallen so much while others like JIndal poly, polyplex have raised appreciably.

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

Mahesh Pokar said...

Sir, Your views on CENTURY PLY and KWALITY LTD please?

Abhi55 said...

Sir ur view on CESC ltd

karthik kumar said...

Looking technically weak sir....

sangram surve said...

Hi Arun all the best with the app and eagerly waiting for the launch. Please give your views on cybertech

utsav said...

What's your view on Onward Tech and Onmobile Global?

Vaibhav Rane said...

Can u pls guide me in buying a stock for 20 years that would give me astronomical returns ? I will really appreciate ur help

kanagu said...

Hi Arun,

I really thank you for your selfless service in enlightening us to become better investors. The app will be very useful to us and I know how much work it will involve to create an app. And you are giving it for free to us!!! unbelievable!! thanks again!!

Chirag Jain said...

Hi arun
What's your view on power finance corporation and REC

Abbas Khoja said...

Hi Arun,
what is your opinion on nahar capital.??

Sudarsan said...

Hi Arun,

Thanks for ur good efforts in helping othrs to grt extent.
I have selected the below stocks mentioned by you before, for a long term perspective. The count comes to big number. so can u pls help me out to remove/add few of them to get a reasonable number,so that I can start with SIP in remaining stocks fr a long term. Thanks in advance.
STOCKS:
NIIT
TV Today
Gati Ltd
Transport Corporation of India
State Bank of India
Pidilite Industries
TATA Elxsi
Balmer Lawrie and Company
Asian Paints
AmaraRaja Batteries
Motherson Sumi
Capital First
ITC
Suven Life Sciences
Godrej Industries
Atul auto
Airtel
Kitex Garments
Selan Exploration Technology
Thomas Cook
Axis Bank

Regards,
Sudarsan.

ritesh said...

Hi
Please give me advice on dolphin offshore holding at 220

Niyas Babu said...

What's your advise on Kaveri Seeds? Hold or Exit. I am holding since 1 year and with decent profit of more than 220% at CMP.Since the news of stake sale the price has been regularly declining. Your expert advise please.

Amit said...

Hi Arun, What's your views on RS Software going down every day. oday it is down by 7% at 537.

Arun jain said...
This comment has been removed by the author.
Nani Bommasani said...

Hi Arun,

Recently you are not talking about Atul Auto and Symphony. Can we switch to AmaraRaja and Asian paints?
Holding Atul Auto and Symphony from lower levels.

Thanks
Hariprasad

Nani Bommasani said...

Hi Arun,

Recently you are not talking about Atul Auto and Symphony. Can we switch to AmaraRaja and Asian paints?
Holding Atul Auto and Symphony from lower levels.

Thanks
Hariprasad

Nani Bommasani said...

Hi Arun,

I would like to know your view on Apollo Hospital? I am thinking to switch to Apollo Hospital any of your recently recommended TV Today, Godrej properties, Shilpa Medi or NIIT.

Please suggest me

Thanks
Regards

Vaibhav Rane said...

Can u pls guide me in buying a stock for 20 years that would give me astronomical returns ? Preferably stock that would give bonus , I will appreciate ur help

the dreamer said...

Hi Arun,

What's your opinion on Freshtrop Fruits and Man Industries? Still a good time to enter Freshtrop? And, which is the mid-cap IT play between Mastek and KPIT that you prefer? Is Mastek the next Accelya Kale in making?

Thanks.

Ashiq mehraj said...

Good portfolio

Ashiq mehraj said...

Sir please your view upon triveni turbine maxwell industries. Green power. Polyplex . Hindustan media .orchid chemical thanks

parappa lakshminarayana said...

sir please your view short term jaibalaji ind,ifgl ,premier explo,tvtoday,sangi ind

rickky leonl said...

sir
what is stand for tata coffe and appolo hospital pleas.
Animation notes

singh vikram said...

please advice on

1. Aban offshore
2. Tata power

Suffering 30% loss in both script


niraj said...

Hi Arun,
What is the future of IFGL? It's back to the recommended price. Shall i keep it ?

Arun Mukherjee said...

1)As per Sebi,I cant say buy/sell or hold.So would answer the questions indirectly,abiding to the laws.

2)Refractories will do well once the cycle picks up.Companies with cost efficiency and scale would be the big beneficiaries.

2)Never been a fan of the power sector.Large drilling companies are competent enough to do well in the longer run.Once they can take care of the debt issue,sector leaders will move.

3)Any big hospital company should do well.Bet on the leaders.Not a fan of tea or coffee.

4)For 20 years bet on quality leaders.Anything that comes to your mind should do well.

5)very positive on media and on cement.Companies where coal blocks got deallocated have no chance of survival.Either they would get bankrupt or would be forced to sell out.

6)Avoid operator driven counters.

7)Go for leaders.Risk comes from doing what you dont know.Never sell your big winners.They would be assets for ever.Avoid debt laden companies.Am follower of high cash flows coupled with good return on equity.

8)Go for leaders.Avoid small companies.Look for scale and competitive advantages.This market is operated by vested interest.Be very meticulous on your stock selections.

9)Holding companies are having gala ride.Be cautious.

10)Am high on logistics and on media.You all know the choices.

Arun jain said...

Kilburn chemical
Pioneer invest
Seamec
Choksi imaging
Terruzzi fercal
Mukund engg
Speciality restaurant
Jsw energy
Godrej property
Itl industry
Ambica agarbati
Eon electric
Hanung toys
Technofab engg
Mudra lifestyle
Polyplex crop
Kerala Ayurveda
Jagatjit industry
Kulkarni power
Bajaj hind
Simran farm
Rungta irrigation
Mafatlal
Pls suggest me which are good and bad company in given list. Thank you

Kuntal Payel said...

Please if you could tell us about your views on sunil hi tech, patels airtemp, Mindteck and Gulshan Polyols for fresh investment at current levels? They all have had lot of news recently so please if you could take a look and advise.

ganapuram suresh said...

Hello Sir,ur deep view on Sasken comm technologies(IT)..for 20yrs view..,plz reply

Santosh Hegde said...

Dear Sir,

RS Software @ 502/-. Should I buy.

Regards
Santosh Hegde

vineet khemka said...

sir view on tcs please?

imtiyaz Ujjainwala said...

Your view on vidhi dyestuffs. Knr cons. And mindtech

srinivasarao chaparala said...

Hello sir
your view on HBL Power as some news is speculating in market that 1)Amarraja Batteries is going to buy the company or Battery division or may come into the Board through taking reasonable equity
2)Company is going to get huge order book from Railways regarding Anti collusion as they have been already allotted initial order for eight units at warangal and company is on the job.
3)Company is having 3000 acres in and around Hyderabad and vizag and they are going to get huge benefit by starting Real estate with the land bank.
4)Public talk that in market very small qty is there as Promoters having around 74% stake as per books and another 10% on others name and Citi group around 7%, and HNIs also there.

pl. confirm the correctness as you are having contacts with more companies.

Ramya said...

Can you please share your thoughts on Arvind Remedies

Hatim Bharmal said...

Hi sir really glad to have a mentor like you and learn a lot regarding share market.
Sir I would like to know is it wise to still hold reliance power I had entered at approx 137.
What's your view regarding FSL(First Source) and DCB(Developmemt Credit Bank)am already holding it but I feel to add more to it as DCB future growth looks good to me but FSL not sure. Please let me know your valuable views regarding it.

pranjal kamra said...

SEBI has provided a 6 month window period for adhering to the new regulation, So I guess you could continue with your recommendations for the next 6 months sir

Arun Mukherjee said...

1)Sorry guys for the delay in answering the queries.Got too occupied in putting the finishing touch to my upcoming app.Just make sure o got an android.

2)Yes for next 6 months the recommendation should continue.Avoid all reliance counter.Am bullish on dcb.Not sure about fsl.

3)Arvind remedies is a below average pharma company.An avoid.

4)I am not having much details about hbl but amara raj is a class apart.Great long term buy even after becoming a 35 bagger in last 3-4 years.

5)Not following vidhi or mindtech but bullish on knr constructions.

6)TCS again will continue to outperform.

7)Never buy a counter which is falling daily.Buy rs above 650.

8)Never buy small companies for 20 years.

9)Sunil,patel,gulshan looks good but they needs to deliver.

10)I just like and own godrej property from that list.

Anonymous said...

Arun jii please suggest me that can I invest in ashok Leyland,nilkamal,Manju shree,Mold tek,premier explosives at this level.
What price can we expect for ncc ltd in short term.

Vipul Patel said...

Arun sir I want to buy redington and can I add Sanghi at this level I already have 700@59

Anonymous said...

When will the app be available on Android.. ANY fixed date of which you we can download it...

Ashiq mehraj said...

Sir please your view upon maxwell industries .triveni turbine. Caprihans .orient green power thanks

M.Rathna Reddy said...
This comment has been removed by the author.
Nikhil Sulge said...

sir,what is your view on JBM AUTO and selan exploration which is falling daily

Santosh Hegde said...

Sir, should i buy Gujarat Borsil at CMP.

M.Rathna Reddy said...

hi arun sir,can you suggest one among amar raja batteries and asian paints for long term 10-15 yrs plz

Pramod Patil said...

Sir wl decline in crude oil prices have negative or positive impact on logistics sector

satishdevata said...

Hi Arun,
Would like to average Selan at current price . it is for long term at least for 10 years. At present my average price is Rs 475(200 qty). What is your suggestion to add another 200 qty

satishdevata said...

Hi Arun,
Would like to average Selan at current price . it is for long term at least for 10 years. At present my average price is Rs 475(200 qty). What is your suggestion to add another 200 qty

Gaurav Jain said...

Hi Arun.
Whats your view on IB power now RattanIndia power for next 2 to 3 years?
Thanks.
Gaurav

Kalyan Sarkar said...

Hii Sir..how much returns can I expect from these two stocks in 3/4 years-v guard industries and goodluck steel

Arun Mukherjee said...

1)Vgaurd should double in 3 years.Not sure about goodluck.

2)All depends upon Rajeev Ratan how he manages ratan power.

3)Logistic companies would save a lot as they work in diesel.So they would benefit.

4)Till crude falls,selan would fall too.But one heck of a 5 year bet.

5)Would suggest both amara and asian.

6)Guj borosil has grand plans but they needs to deliver.

7)JBM auto is operator driven.

8)Sanghi would have 250crs of free cash in next 2 yrs.Wonderful bet. ashok Leyland,redington nilkamal,Manju shree,Mold tek,premier explosives all can be bought in dips.

9)Last minute modifications going on in the app.Audio/videos/pictures all live

Manjunath S said...

Hi Arun,
What is your view on Global Vectra Helicorp? Can this also has potential to become Multibagger like Gati & TCI?

Shankar Krishnamurthy said...

Hi Arun

What is your view on Titan biotech, an old recommendation of yours? Thanks

Shankar

Venkatasivaprasad Ragam said...

Hi, Arun sir,

will your midcap/smallcap positional call professional service(paid) continue after this 6 months as per SEBI new regulations like earlier? that will help a lot to us(retail & small investors like me). requesting to continue sir.

venkat, Hyderabad.

nitish kumar said...

Mukherjee sir have you recently seen behaviour of Fluidomat..180 to 220 pause then to 240..retracts to 232..220 and now 190 on the cards.Whar are your views if someone has bought around 190 levels and can hold for 9 to 12 months. Positive or negative?

Regards,
Nitish

M.Rathna Reddy said...

hi arun sir,whats your view on sharon bio madicine for mid term.

Ashiq mehraj said...

You did not answer above my query ?

Elan87 said...

Hi arun
after sebi rules still r u recommand stocks to paid customers? And is thr chances to continue with registration?

Roshan Kadam said...

Hi arun ji,

What's your opinion on Hyderabad Industries Limited HIL. It seems undervalued considering the reserves, brand power and the profit jump in the recent quarters.

Arun jain said...

Hi arun sir,
Your view on jsw energy at cmp

Anonymous said...

Hello arun sir

Plz share your expert opinion on Ismt Ltd.

Bought @ 70 rupees. Cmp 17 rupees.I am holding it in losses from last five years.Is it worth holding.

Thank u

Arun Mukherjee said...

1)Exit out ISMT and move on to something better.

2)Keep holding jsw energy.

3)I used to like HIL a lot but it lacks pricing power.A good dividend play though.

4)Ya recommending to clients and thinking to register with sebi.

5)I dont find anything interesting in sharon.Go for my all time favorite shilpa medicare.

6)I dont keep track of day to day movements but fluidomat is a class apart.A tripler in coming 2 years.WAtch out for its dividends.

7)Titan is doing good,did a preferntial at 55 bucks.Good future awaits it.

8)Global vectra had past polictical issues which it has finally overcome.Looks very interesting.

9)What was the question ashiq?

Anonymous said...

how to register for paid calls?

R Srikant said...

Dear Arun Sir

What's ur take on Jai Balaji? Bought after you recommended

R Srikant said...

Dear Arun Sir

What's ur view on Salzer Electronics?

Anonymous said...

Hi, Arunji
Came across your website today.
You are doing a great job.keep it up!
What would be d name of your android app? When it's going to be available?
Please keep us posted
Thanks!
Dr Govind

sammin22s said...

Hi arun..you view on jindal saw..and pennar industries pls ..view for 3 mnths..dwnside and upside appx..if market is in this range

Hari said...

Arun jii,
you are really awesome.pls suggest me that can I enter ncc,dishmen,snowmen, at this level for 12to18 mnths.
Dishmen seems undervaluded one...is this correct price to enter or shuld I wait for some more down ward price...pls suggest me.

manu said...

Arun sir,
. I had wheels India @605/-,JP power at 17/-.pls suggest me shall I hold or exit.

vamsi said...

Sir,
its very glad to have a guru like u.you are helping so many people like us to avoid not only losses but also for good gains.Thank you verry much sir.
Pls suggest few multi bagger stocks for 2to3 yrs view in small and mid cap.
Thank you sir.

Pramod Patil said...

Sirjee what u think on gati on present scenario..coming down from 340 and looking weak..any specific reason for its fall and as u said very positive on logistics... Should we be positive on gati too

Arun Mukherjee said...

1)App to lauch any day now folks.

2)I sold jai balaji the day its block got disallocated.

3)Gati has moved from 22 to 340 in what 14 months.So taking a breather before another move sets in.

4)SEll jp,hold wheels.

5)Amara raja as mentioned will remain a class forever.Buy asian paints,amara raja,united spirits for 8-0 years.

6)Not fond of jindal group companies.pennar seems okay but lacking pricing power.

7)Salzer is a good company which moved way beyond its fair value,thanks to some vested interest.Average ratios and no pricing power.

8)For paid calls,mail at arunsharemarket@gmail.com.

9)Very bullish on "KT".Figure it out and buy.

R Srikant said...

Respected Arun Sir

What's your opinion on galaxy entertainment and Kse Ltd ?

R Srikant said...

Dear Arun Sir

Long time back you had recommended Sujana Tower? Is it still a good buy? I have accumulated Suzlon Gmr Gvk Lanco and JP Ass at almost their lows. How long should I wait for rally in these stocks?

CHINMOY GHOSH said...

sir merry christmas to you .chinmoy

Rahul said...

U said above that u r bullish on kt.what is kt?

Anonymous said...

where is the app?

Anonymous said...

Chor hain!

Sumit Rode said...

It is very useful information to the people who are new in share market. For the stock market related more information, check online stock trading in india.

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