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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

Tuesday, December 23, 2014

Kesar Terminals & Infrastructure Ltd(KTIL):The Christmas Gift for you blog readers

Quote:Recommended to paid members just 10 days back.Counter is trading at 467 bucks now.Its the Christmas gift for you blog readers.Make the most of it.Twitter followers though should have been aware of it beforehand.

Stock Idea:

Scripscan:Kesar Terminals & Infrastructure Ltd(KTIL)
Traded in:Nse-Bse
Cmp:425rs
Target:600rs
Percentage returns:45%
Duration:9-12 months
Portfolio allocation:5%

Quote:As Phil Fisher says,"It seems logical that even before thinking of buying any common stock,the first step is to see how money has been most successfully made in the past".The silent multibaggers of the past often leads to big future multibaggers.

Note:Continue to be very high on the logistics sector.Earlier recommended ones like shreyas,tci,Gati-All been 3 baggers.Kesar terminals too shouldn't disappoint.The best way to play a bull market remains to ride on a sector which is fancied by the market.

IP:Intellectual property or human brain is one of the most important factor which I look for before selecting a company.Also as per Phil Fisher,“In evaluating a common stock,the management is 90%, industry is 9% and all other factors are 1%".Check the below given profiles and the detailed summary.
https://www.linkedin.com/in/santkharee
https://www.linkedin.com/pub/ramesh-nayak/5/4a6/998


Business:Presently the company through its 2 bulk liquid chemical terminal at kandla has a capacity of 127,000 Kilo Litres (KL) at with a total of 64 tanks including specialized tanks, such as stainless steel tanks equipped with heating and insulation facilities and coated tanks which stores specialized products.The company is awaiting approval to further add capacity of 7000 kl at its kandla unit.Last year,the Company had converted 2 of its existing Mild Steel (MS) Tank to Stainless Steel which has contributed to additional revenues. The Company plans to convert more MS tanks based upon demand from its customers.Further,Kesar Multimodal Logistics Ltd (KMLL) is the SPV Company of Kesar Terminals & Infrastructure Ltd & Kesar Enterprises Limited and is developing a ‘Composite Logistics Hub’ at Pawarkheda(MP) under a Public Private Partnership (PPP) model.The Logistics Hub will comprise of a Private Freight Terminal with railway sidings, warehousing complex, cold storage, bonded warehouses, Inland Container Depot, Agri product processing units and modern cargo handling & storage facilities spread over 88.3 acres of land located strategically on the intersection of East-West, North-South corridor of the Indian railway network.The Company has planned to expand its presence to places like Kakinada [Andhra Pradesh], Pipavav (Gujarat).

Business in simple words:Put liquid storage facilities in port and rent them to importers and exporters.Company' vision is to be a Pan-India Integrated logistics Player.

Pawarkheda Expansion update:Kesar has done world class construction work in its new Pawarkheda unit.The company has almost completed its project phase 1.Few warehouses are even rented with high realizations.KMLL has also completed construction of some of its Agro Warehouses.KMLL has strongly geared up its marketing activities to create awareness among the prospective clients about the facilities that would be available at the Logistics Hub and also to assess the demand of such facilities in the area of influence.The facility is close to Itarshi which is a busy loading place owing to the high demand for food grains.Within the next 2-3 months,the company is hopeful of the full completion of its expansion along with the required approvals.That would see decent revenues coming mostly from its 800m long railway warehouse as well as from the futuristic looking 3.75k ton cold storage.Company in every possibility has chances of coming with blockbuster quarter4 numbers.Check the pictures:

http://www.kesarmultimodal.com/gallery.html

Relevant deals in the sector:The sector in recent past witnessed lucrative deals.Warburg invested more than 200crs in IMC when revenues were just 65 odd crs.Royal vopak also acquired CRL at a pretty high valuations.Those extravagant deals happened on distressed times.With logistics booming bigtime,future such deals too will happen inevitably at exorbitant prices.

Performance:KTIL posed total revenue of Rs.36.24 crore with net profit of Rs.11 crore recording an EPS of Rs.20.95 for 2013-14.The increase was mainly on account of better realisation of terminal tankage charges and maintaining the utilization efficiency of tanks by over 99%.

2014-15 numbers:The company will close the present fiscal with a topline of around 47crs and a bottomline of 16crs(20.5cr revenues and 7.56crs PAT already done in the half yearly numbers).Company should report sales of 65crs and PAT of 21crs in fy16(40rs EPS).

Past and future numbers:Company has grown its sales and profits at a decent pace of 19% and 25% respectively in the last four years.The overall demand for Bulk Liquid tanking business is firm.With good demand growth is expected in the oil & gas sector in India and a more favourable business outlook,Company is poised for higher growth in the medium term.With its expansion plan going smoothly,company should grow at a minimum 30-35% CAGR for the coming 4-5 years.

Concerns:Consolidated debt as on last balance sheet figure stands at 56crs.Company may resort to more debt to fund its future expansion plan.Too much debt and delay in project completion can be detrimental to the financial health of the company.

Concern clarified:Company has Contingent liabilities of Rs 108cr which is nothing but guarantee given for KMLL.

Future scenario:KMLL has great long term prospects.Entry barriers are very high in this business.There's more than a chance of company opting for value unlocking by spinning it off as a separate entity and allotting free shares to you shareholders.That can only happen 3-5 years forward,if at all.Considering the potential,KTIL over the last couple of years,has put in around 25crs to increase its stake in KMLL from around 50% to 99.90%.

Few very interesting aspects:Company has got pricing power.Year after year the Kandla liquid storage division has seen higher realizations.The same trend should continue in the near future.The multi modal logistics hub would have strong pricing power too.As per our Buffett Grandpa,"The single most important decision in evaluating a business is pricing power.If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business".It would be prudent to note that,"Madhya Pradesh is the fastest growing state in our country with a GDP of over 11%".Rest of India are you listening?Cumulatively you cant even notch up 5% GDP.Think about it folks,you are putting on a massive size warehouse in an area where there's no such similar warehouses in 200km radius,Where the GDP itself is growing at an alien speed.Its also near to a railway station which sees a nomenclature of over 250 trains moving up and down.Year after year,you will increase the per sqft realizations and would supper on piles of cash flows.The expenditure would be the same fixed costs enabling you to enjoy rich operational leverage.Servicing interest shouldn't be a big deal.

Conclusion:KTIL’s business model is similar to one which Peter Lynch explained in‘One up on Wall Street’ as : success of business at one place and duplicating the same in another place(from Kandla to pawarkheda and later to pan India).Promoters are ethical and posses great long term vision.Company though is a professionally managed company.They own 60% stake in the company.Company has paid dividend since its inception.Average payout for last few years has been around 15%.Payout should increase with higher profits in future.In the era of 30-40x future earnings in the logistics sector,Kesar is just trading at 12 times its trailing cash flows of 18.5crs.Post march15,the trailing cash flows would make the valuation look much more attractive.Company also boasts of a fabulous ROE of 30% which is kinda unheard of in the logistics arena.Assign a buy with a target of 600 bucks which would discount its fy16 earnings by 15x(basis can be half of PEG,trailing cash flows of the same 12-13x,PE of 15-So many ways to arrive at the target price).Peers quote at way above.
 

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

221 comments:

1 – 200 of 221   Newer›   Newest»
Jayantha Shetty said...

Dear Sir,
Kindly share your views about JK tyre for short to medium term

RK Sharma said...

Sir, There are many investors who can spare only 4000-7000 pm. They can not invest lump sum. Plz guide such investors which stocks to buy for 8-10 years in SIP manner

Anonymous said...

Kindly share your views about omnitex(514324) .

R Srikant said...

Dear Arun Sir

Are you still bullish on Shreyas shipping and Gati?

nitish kumar said...

Mukherjee Sir,
Thanks for this Christmas Gift..Will buy...Tell me ur views on Gujarat Pipav Port and Snowman Logistics. Waiting eagerly for your android app.
Regards,
Nitish

sontosh kumar bothra said...

Mukherjeeda i have come to know about this blog today which is an auspicious day celebrated worldwide, so Merry Christmas and wishes for Baro Din for whole the year for you and your followers.

Rajendra Pillay said...

Dear Arun Sir,

Merry Christmas to you and your followers. I wish that the new year too is merry for you and all your followers.

Vishal Thakker said...

Ur views on kesar enterprise

Rahul said...

Sir ur views on vibrant digital

Kewal Krishan said...

Thanks for Such Great Value Pick

Pratik Vaidya said...

Hi Arun,

Your views on Empire Industries?

sontosh kumar bothra said...

Mukherjeeda, what is your take on Polyplex Corporation Ltd ?

ELANGO MUNUSAMY said...

When ur app will be ready?

R Srikant said...

Dear Arun Sir

What's your view on GMR Suzlon Unitec Lanco Infratec and Sujana Towers at present levels? Are they good buy for a long term investments of 3-5 Years.

Ashiq mehraj said...

Sir your view upon Ashoka Buildcon thanks

Anonymous said...

Sir, your view on avanti feeds and mold tek packaging

R Srikant said...

Dear Arun Sir

I invested in Galaxy Entertainment at 42 . Now stock is in continuous LC. Should I book my loss and Mov to some other stock or wait for an year.

R Srikant said...

Dear Arun Sir

What's your view on Arrow Textiles? Will it be able to perform like the other textile players in the sector?

kumaresh ramachandran said...

Hai arun happy new year to you I came across this company ASSOCIATED ALCHOLOL & breweries ltd the numbers seem interesting 35% rev CAGR GR IN 3 yrs and 40% CAGR PR GROWTH IN 3 yrs only supplier of grain triple distelled ENA to DIAGEO SMIRNOFF only bottler of single malt Glen Drummond only bottler of scoth Haig ENA supplier to RADICO, TILAKNAGAR the fy 15 rev at 300 cr EBITA AT 36 cr and NP of 16 cr EPS OF 15 sept qtr debt at 50 cr promoter ANAND KUMAR KEDIA holding 58% recently bought 6% in open market looks cheap on valuation side compared to peers in sector what is your take friend

R Srikant said...

Dear Arun Sir

Presently JP Associates has fallen nearly 50% in past 3-4 month? Do you think it will revive its past Glory ?

R Srikant said...

Dear Arun Sir

Large no of articles are stating that paint companies will be the biggest beneficiary due to falling crude. Do you companies like Asian Paints are good buy at these levels ?

Rahul said...

Your views on Shilp Gravures?

Rahul said...
This comment has been removed by the author.
Ankit Rathi said...

Arun Ji,

Whats your view on 2 intetesting stocks Deccan Gold Mine and Ybrant Digital. Many people are saying that these stocks can give 4-5 times return in 2015. Reason being, Deccan Gold Mines are exploring gold in India for last 12 years and now they are very close to get mining lisence which could be 1st private company in Gold exploration. While Ybrant digital can be one of the best turn around stock for a theme of Modi's digital india. Please let us know your views on these stocks.

Ankit Rathi said...

I am very much interested in Deccan Gold, Ybrant Digital and Arvind Remidies. Could be multibagger in 2015.

Ankit Rathi said...

I am very much interested in Deccan Gold, Ybrant Digital and Arvind Remidies. Could be multibagger in 2015.

Ashiq mehraj said...

Sir please your view upon aimco pesticides and Action construction equptment thanks

Rahul said...

Pls share ur views on amritanjan

R Srikant said...

Dear Arun sir

Plz share your views in KRBL. Orbit Exports Basant Agro and edelweiss financial. Arey they good buy for 1-2 years of horizon.

rajesh said...

sir ,

your view on indian hume pipe ?

Arun Mukherjee said...

1)Indian hume boring business illiquid stock but with higher intrinsic value.

2)I like orbit exports a lot.KRBL commotiditised,hard to predict cash flows.Basant agro lethargic management.Edel has some vast potential.

3)Amrutajan powerful brand play but higher valuations.Good future ahead though.

4)Aimco needs to be consistent.ACE will get rerated once construction aka economy picks up.

5)Ybrant I dont track much.Why would anyone be interested in arvind remedy?Check itscash flows.Deccan gold always came close to getting gold but never even had an ounce in the last 12 years.

6)Shilp lacks pricing power.

7)Asian paints is a boring stock only meant for 10 years horizon.Though boring but returns would be fabulous.

8)Would never be a buyer in JP.

9)Asso alcohol sounds good,trusting your words.Would have a look.

10)Galaxy is a concept stock.Either will give 100 bucks gain or 20rs loss.

11)Not following arrow tex.

12)Avanti feeds and mold tek been past multibaggers.Numbers will dictate future price trend.

13)Ashoka buildcon is a better bet among the infta stocks.

14)Polyplex has loads of potential.

15)App to be launched any day now.

16)Am scared of debt laden companies.

17)Empire is a good rental play.

18)Buy kesar in place of snowman or guj pipavav.

19)Omnitex is a play on strata merger.

20)Bullish on all quality logistics plays.

21)Keep buying kesar,tv today,shilpa medi,repco,fluidomat,asian paints,godrej pro etc.

M.Rathna Reddy said...

hi arun sir,whats your view on havells india and hbl power systems for long term and mid term.

Anonymous said...

What will happen if jai Balaji gets coal blocks in auction

Ankit Rathi said...

Thanks Arun Ji,

Can you please do me a favour to look at Ybrant digital plzzz

Milu Sarangi said...

Dear Arun sir

STRIDES ARCOLAB: U had recommended this stock on 8 January 2010.It traded around Rs 250 /- at that time. CMP is abt Rs 900/- What is your opinion about Stride now. Interestingly, the PE shows 1.4 on moneycontrol.com and valueresearch.com., though PE of 70.5 for the same stock shown on screener.in.

Request your guidance as to is Strides Arcolab a vry undervalued stock currently? Is it a good buy with another 3 year INVESTMENT period? What r the best 3 best companies to invest in PHARMA SECTOR?

saurin patel said...

Call on zicom security? ?

Anonymous said...

Pl share Your view on Sesa Sterlite,Cairn India & Tata Steel

R Srikant said...

Dear Arun

Thanks for giving your views on the queries posted . You had recommended Manali Petrochemicals in 2009. Is it still a good buy?

rajesh said...

sir, your view on indian hume pipe ?

R Srikant said...

Dear Arun Sir

What's your opinion on Nilkamal

Rahul said...

your views on nagarjuna agrichem

Rahul said...

do you like religare enter.

sridhar said...

Hi Arun , We are eagerly waiting for app and its 31st . Are n't we getting as Jan1st gift

sridhar said...

Hi Arun, Wish You a Great, Prosperous and Extremely HAPPY, HAPPY NEW YEAR

chikku said...

Hi arunji..happy new year

Pls provide some sujestions below stock

Almondz global securities...tanla solution...morepan lab...ybrant digita

Sachin G said...

Hi Arunji
Happy new to you and yours family.
Please share your view on IFGl refactories holding price is 210 & cmp is 142.
Please share your valuable comment
Sachin G

Arun Mukherjee said...

1)IFGL would do well once the steel capex cycle picks up.

2)Why to look for morepen and almondz of the world when you have companies like shilpa and repco and tv today of the world?

3)Dont like nagarjuna or religare enter.There's so many better bets.

4)Have recently recommended nilkamal to paid members.

5)Would await for zicom's result and then would take a call.

6)Not following manali any more.

7)Again why to buy sesa or cairn or tisco?Buy tv today,kesar,fluidomat,united spirits,repco,shilpa etc.

8)Strides actually has surpassed 1600 bucks if you calculate its massive dividend.Been a tremendous liberal company,heck of a wealth creator.Expect more good things from it.

9)Sell jai balaji and move on to the above names.

10)Buy the above ones in place of havells or hbl.

11)Unable to understand ybrant.Competition should have been massive in its field as so lucrative but not finding much.There's not much entry barries either.One of my mates will meet them soon.Would update.

A very happy,lively and prosperous new year to all my readers.Hope to see all of you making minimum 100% this calendar year.The "app" is in final stages of launching.Expect it any day folks.Happy investing.

Also am expanding my dream cream team.If you feel you could be a part of my team as a good value addition,do mail me.

R Srikant said...

Dear Arun Sir

Wish u a happy new year. You have given joy to many people by means of your recommendations. Hope we all keep benefitting from your blog. I am pleased to say that I will be joining your paid service from next week. Can you plz give your views on wanbury , pressman advertisement and divyashskti granite?

Anonymous said...

Hi Sir,
please give your view on Salona Cotspin Ltd.
Thanks

Rakesh said...

Whats your view on Cox & Kings. They are taking steps to pare down debt.

naveen yadav said...

What is your view on shemaroo ent.

vikram singh said...

hi arun,
what happened to Mobile App you have discussed.
Your next updated would be that but before that Kesar has come?

Please update. :)

Rahul said...

Sir ur views on Bengal and assam

Anonymous said...

Hi sir pls tell me about
1) orient green power in details
2) visaka industries
3) ujaas energy

R Srikant said...

Dear Arun Sir

What is your opinion on Shilpi Cables ? Annual sales is 3 times than market cap and cm to BV ratio is 1.3. Waiting anxiously for your comments.

Amit Hattarki said...

Hi Arun Sir
Need advice on 3i Infosystem and MIC Electronic for Long term..view...

Rahul said...

What's ur view on Amines and Plasticizer?

Rahul said...

How do u rank technofab & dynametic tech.?

Anonymous said...

Sir any developments you know on Concurrent Infrastructure..?

Krahul Ravi said...

Arun dada did you have a look at Associated alcholols I already see the query in the blog this guy is every vertical IMFL,IMIL,ENA,BOTTLING,RS OF liquor industry growth is excellent any feed back dada

avinash kuwar said...

Mcnally bharat and agarwal industry? Sir

Pratik jain said...

Sir view on Repco home at cmp....also further give some light on housing fin co

nitish kumar said...

Mukherjee Sir,

Rexnord Electronics and Controls Ltd is Mumbai based, BSE listed company from past two decades. The company is in the business of manufacturing and sales of Cooling Fans, DC brushless Fans, Cooling condensers, gear motors and shaded pole motors all are for industrial use. These motors are widely used in computers, servers, refrigerators, freezers, inverters, injection moulding machines and photo copying machines etc. The company has a decent beginning and still it is a small company. But the interesting thing is since the past three years the company is growing around 25% annually. In the export front too the company is doing very well. Last year export hit 18.5%.

Rexnord holds ISO 9001:2008 quality certificate from TUV NORD CERT GmBH. Because of the outstanding quality it received awards from it vendors like Voltas, Carrier Aircon, Bluestar etc. Also it receives less competition from local players due to it's consistent quality. Last year it added some more product to its portfolio. Also to meet the fund requirement for expansion, the company has allotted 3478800 convertible preference shares to its promoters in September last year at Rs. 13.4 per shares for Rs. 4.7 crore. With the conversion of the said warrents promoters holdings increase fro current 46.5% to 56.6%.

cmp-27
mcap-around 20cr
Net Profit-around 1.8cr

My question is that can it be a next Fluidomat. Please share your valuable views. I am in hurry.

Regards,
Nitish

Ram Kumar said...

What is your view on Patels Airtemp?

Arun Mukherjee said...

1)Dear Nitish,

I was very impressed with rexnord and was digging more earlier.The preferential allotment aka 50% equity dilution took all interest of mine.Promoters need to respect equity.Look at fluidomat,such ethical visionary guys at helms.Needless to say,the dilution pissed me off.Its making 4-5 crs of operating cash flow already,whats the use of this dilution?You could have also taken debt of 6crs in place of equity.Dumb promoters killed the attractiveness of the company.

3)Buying repco since 300 bucks,bought 55 shares more today at 688rs.Will create huge wealth in next 10 years.

4)Dont like mcnally bharat or agarwal.Rather buy larsen.

5)No updates on concurrent.

6)Quite bullish on dynamatic.Its kinda an infy in its own vertical.Technofab too has better days ahead.

7)Am studying asso alcohols.

8)Amines plasticizers high debt play but good prospects.

9)Dont like 3i or mic or shilpi.

7)Wanbury is in a mess.Struggling for existence.Pressman has got 70 yr old MD who is a very nice but tooooo conservative guy.The sector lacks scalability.Divyashakti looks better of the lot.

8)Very bullish on orient green.My dad owns a lot of it.Visaka lacks pricing power.Ujaas has guided big,it needs to deliver.

9)App is coming anyday.Ya thought of putting it but kesar looked too good and you readers definitely needed something.Say kinda token gesture from my side..:)

10)Why to buy shemaroo when tv today,your ajtak is quoting at such attractive valuations?

11)Bengal and assam has got some very very valuable holdings.A mate of mine is in the shareholding pattern of it,holding chunks.

12)I prefer thomas cook to coX.Not following salona.

Anonymous said...

Thank for your valuable suggession...

Ram Kumar said...

What is your view on Patels Airtemp?

hrithik said...

Hi A run, what's or opinion about atul auto afte results, what target price we can expect after 5 years, thanks shailesh

Milu Sarangi said...

Dear Arun sir

TITAN COMPANY: With gold prices falling and expected to fall further, wot is your opinion about the future prospects of stocks of Gold & jewellery co in general and about Titan Company in particular? It is currently @ 372 with 52 week L/ H of 200 / 425.
Its had a sales growth of TTM 8%, 3Yr 18% and profit growth of TTM 4%, 3Yr 19%.

Milu Sarangi said...

Dear Arun Sir

LUMAX INDUSTRIES: Kindly provide ur opinion on Lumax Industries future prospects. CMP 438 52 wk L/H 285 / 477, currently at PE of 24 with sector PE 32. Compounded sales growth TTM 7%, 3Y 9%, 5Yr 16%. Compounded profit growth TTM 61%, 3Yr-34%, 5Yr 12%.

The figures dont look good, but considering that the auto & auto ancillary industry had been down for quite some yrs now, do u feel this is a co worth taking an exposure?

Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...

Dear Arun Sir

SETCO AUTOMOTIVES: Kindly provide ur opinion on Setco Automotives' future prospects. CMP 249 52 wk L/H 68 / 264, currently at PE of 35 with sector PE 32. Compounded sales growth TTM 23%, 3Y 17%, 5Yr 19%. Compounded profit growth TTM 3%, 3Yr 14%, 5Yr 16%. ROE 1Yr 18%, 3Yr 31% 5Yr 31%

The figures dont look good, but considering that the auto & auto ancillary industry had been down for quite some yrs now, do u feel this is a co worth taking an exposure?

saurin patel said...

Any negative sign in market for investment? ?

Manjunath S said...

Hi Arun,

What's your view on Hinduja Ventures, Venky's, Edelweiss, Globus Spirits & Fortis?

Manjunath S said...
This comment has been removed by the author.
Arun jain said...

Dear arun sir,
Your view on mudra lifestyle, runguta irrigation, kilburn chemical, Choksi imaging, pioneer investcrop and simran farm

saurin patel said...

Call on galaxy ent?? Can I enter? ?

Milu Sarangi said...


KWALITY: Is this scrip highly undervalued? Kindly consider these stats...Current mkt cap of Rs 810 Cr while annual sales is abt Rs 4600 Cr; Currently at PE of 06 with sector PE 36; CMP 40; 52 wk L/H 27 / 58; Compounded sales growth TTM 23%, 3Y 41%, 5Yr 51%; Compounded profit growth TTM 37%, 3Yr-40%, 5Yr 68%; ROE last yr 37%; 3Yr 45% 5Yr 47%;

Kindly provide ur opinion on its future prospects, do u feel this is a co worth taking an exposure?

Milu Sarangi said...

INDIABULLS HOUSING FINANCE: Is this scrip highly undervalued? Kindly consider these stats...Current mkt cap of Rs 17600 Cr while annual sales is abt Rs 5300 Cr; Currently at PE of 09 with sector PE 21; CMP 497; 52 wk L/H 188 / 495; Compounded sales growth TTM 28%, 3Y 152%, 5Yr 95%; Compounded profit growth TTM 60%, 3Yr-146%, 5Yr 125%; ROE last yr 30%; 3Yr 35% 5Yr 33%;

Comparatively, ROE of HDFC is at about a steady 23 % over all such referred periods.

Kindly provide ur opinion on its future prospects, do u feel this is a co worth taking an exposure, ESP CONSIDERING THE NEW CENTRAL GOVT VISION OF 100 SMART CITIES IN YEARS TO COME?

Milu Sarangi said...

DHFL: Is this scrip highly undervalued? Kindly consider these stats...Current mkt cap of Rs 5300 Cr while annual sales is abt Rs 5000 Cr; Currently at PE of 9.01 with sector PE 21; CMP 415; 52 wk L/H 199 / 441; Compounded sales growth TTM 15%, 3Y 50%, 5Yr 48%; Compounded profit growth TTM 8%, 3Yr-32%, 5Yr 41%; ROE last yr 15%; 3Yr 16% 5Yr 17%;

Comparatively, ROE of HDFC is at about a steady 23 % over all such referred periods.

Kindly provide ur opinion on its future prospects, do u feel this is a co worth taking an exposure, ESP CONSIDERING THE NEW CENTRAL GOVT VISION OF 100 SMART CITIES IN YEARS TO COME?

Suranjan Sarkar said...

Selan has corrected a lot recently due to crash in crude price. Your view on taking fresh entry in Selan at this level. It seems a value buy to me at CMP but don’t want to enter just because it looks cheap. Your comments please.

Arun Mukherjee said...

1)Galaxy a concept stock.Either loose 20 bucks or gain 100.So upto u.

2)Dewan lends at 10% I guess where my favorite repco provides at 12%.Same with indiabulls where there's governance issue too.So repco will be the winner.

3)I dont like the over aggressive high debt nature of kwality.Look for heritage or umang.

4)Listen to Mohnish Pabrai's recent interview and I bet you will start to like selan more.Its an asset to have for lifetime.

5)I dont like mudra or choksi or others.Can you tell me what interested u in them?

6)Hinduja,edelweiss,fortis looks good among the lot.

7)Why to bother about markets?Your company will continue to work from day to night without even knowing about it.

8)Setco lacks pricing power.

9)Lumax too lacks pricing power but its a conservatively managed good company which should provide 20% cagr.

10)Titan is meant for 60+ guys.Will only compound at 20%.

11)Atul auto can be a tripler in 5 years.

12)Patels airtemp a good one but a very conservatively managed one.

kartik said...

What is you take on amrutanjan health care?

R Srikant said...

Dear Arun Sir

Stocks like XL Energy and Tanla Solutions which were trading in triple digit in 2007-08 and crashed at almost Rs2 levels have suddenly started hitting circuits even when mkts are correcting. Do you think some turnaround is expected. What is the connection between SS Solar and XL Energy.

Anonymous said...

Sir your views on piramal enterprise and raymond...

Milu Sarangi said...

TUBE INVESTMENTS OF INDIA (Murugappa group): Kindly provide ur opinion on its future prospects.

Kindly consider the stats... Current mkt cap of Rs 6400 Cr while annual sales is abt Rs 3500 Cr... mkt cap as multiple of annual sales is less than 2;
Current PE 19 with sector PE 32;
CMP 341; 52 wk L/H 152 / 377;

Compounded sales growth TTM 14%, 3Y 27%, 5Yr 32%; Compounded profit growth TTM 14%, 3Yr 27%, 5Yr 64%; ROE last yr 17%; 3Yr 20% 5Yr 20%;

Considering that the auto & auto ancillary industry had been down for quite some yrs now, do u feel this is a co worth taking an exposure?

Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...

Dear Arun sir

Request your opinion about MAYUR UNIQUOTERS LTD:

Current mkt cap of Rs 1800 Cr while annual sales is abt Rs 470 Cr... mkt cap as multiple of annual sales is abt 3.8;
Current PE 28;
CMP 423; 52 wk L/H 162 / 485;

Compounded sales growth TTM 20%, 3Y 23%, 5Yr 32%; Compounded profit growth TTM 34%, 3Yr 33%, 5Yr 42%; ROE last yr 41%; 3Yr 42% 5Yr 43%;

Do u feel this is a co worth taking an exposure?

nitish kumar said...

Mukherjee Sir,
Going through your expert advice I have stopped my self from entering into Rexnord..may consider it in future if thing become favourbl..I am looking for a microcap which can be potential multibagger.What abt Pioneer Embroidery? I will also like to know what's there in your basket if it comes to microcap.

Regards,
Nitish

Arun Mukherjee said...

1)Rexnord may move but go for companies which respects equity.Pioneer management is no more trustworthy.Though hakoba stores r doing well.Why to look for penny stocks when we have small caps like fluidomat and kesar terminals?Hardly 100-200crs mcaps with huge potential.

2)Great work Milu.Keep it up.I have made tons of money through mayur uniquoters.An amazing company.Let me tell you a story about it which increased my confidence manyfold during the time when I initially got in.The company when it was very tiny,hired a worldclass guy and paid him salary which was much more than the MD,Mr Poddar's salary.That spoke volumes about its vision and aggressiveness.Sometimes,minute details can help you in making massive.It will continue to make more for stakeholders.

3)I dont like tubeinvestments coz of its gigantic debts.Else another world class company.

4)XL,tanla are the biggest wealth destroyers.Avoid them.

5)Amrutanjan health has a very good future ahead.Valuations priced in though.

Manjunatha H said...

Hi Arun,

Whats your view on Mercator , u suggested this script in 2013, is it still good to accumulate ?

Anonymous said...

Sir plz guide me on the following stock...
Oswal agro,piramal phythocare,rain industries,dishman pharma,fortis,raymond,hanung toys.
I am holding these stocks from last two years and so.
Please guide me which one to hold or which one to sell it.
As i m new to your blog, so plz suggest me some stock which can i hold it for longterm.

Anonymous said...

Buddy, Pls share your views on Vidhi Dyes, Salzer Elec. and SKM Egg. Thanks

Jayantha Shetty said...

Dear Sir,
What is your views on KNR construction and Canfin Homes.

Anonymous said...

Dear Arunji..your view on fedders lloyd,india gelatine and sunil hitech ...please

Anonymous said...

Hi Arun
Your view on BSL please.
Thanks

Anonymous said...

Arunji,

What is your view on Sharon bio medicine the recent fall in share from 90 to 24 and now the CMP @ 33.8/- will it worth to buy at CMP. pls advice

Thanks

Amudhan

Eshant said...

Hi Arun,

What's your view on Pipavav Defence?
I entered at 45, stock is trading at 60 currently.

I read on Twitter that KTIL is high risk play. Is it worth to play this risk ? I am planing to invest in it for a long term.

Please advise.

Thanks,
Eshant

R Srikant said...

Dear Arun Sir

I have bought all your recommended stocks since Aug14. Shreyas has been the best so far in terms of returns. I sold all my shares of Shreyas at 290. Do you think it still has the potential to go up. I would also request you to give your views on Trend Electronics whose Market cap is 21 cr while annual sales are 1500 cr.

Milu Sarangi said...

BHARAT FORGE LTD : Kindly provide ur opinion on its future prospects.

Kindly consider the basic stats... Current mkt cap of Rs 21600 Cr while annual sales is abt Rs 3400 Cr... mkt cap as multiple of annual sales is a high 6.3;
Current PE 41 with sector PE 39 (Casting & forgings);
CMP 929; 52 wk L/H 329 / 1019;

Compounded sales growth TTM 30%, 3Y 4.8%, 5Yr 10.5%; Compounded profit growth TTM 87%, 3Yr 8%, 5Yr 16%; ROE last yr 16%; 3Yr 15% 5Yr 16%;

Do u feel this is a co worth taking an exposure?

Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...

AHMEDNAGAR FORGINGS LTD : Kindly provide ur opinion on its future prospects and its debt and ur opinion on its sharp recent fall in sh price. The share price has had sharp appreciation, like most shares, bt unlike most others it has had significant fall. Moved up from abt Rs 150 this May to Rs 510 in Nov and now fallen down to Rs 337.

Kindly consider the basic stats... Current mkt cap of abt Rs 1200 Cr while annual sales is abt Rs 2400 Cr... mkt cap as multiple of annual sales is at low 0.5;
Current PE is at vry low of 6 with sector PE 39 (Casting & forgings);
CMP 337; 52 wk L/H 96 / 510;

Compounded sales growth TTM 65%, 3Y 36%, 5Yr 35%; Compounded profit growth TTM 34%, 3Yr 21%, 5Yr 40%; ROE last yr 19%; 3Yr 19% 5Yr 19%;

It has stand-alone tot assets Rs 3200 cr where abt Rs 2000 Cr is funded by debt, giving a hi 65% debt or D/E ratio of 1.8. It has annual NPM of abt 8%.

Do u feel this is a co worth taking an exposure considering its low PE low mkt cap to sales multiple bt high debt?

(Data from Screener.in and money control)

Milu Sarangi said...

Dear Arun Sir

Firstly, thank u very much for your words of appreciation. It means a lot to us. I was introduced to ur blog by my friend Maj. R Srikant. In addition to the stock suggestions, ur analysis of companies has great value to us.

Need your opinion about SINTEX INDUSTRIES :

Kindly consider the basic stats... Current mkt cap of abt Rs 3600 Cr while annual sales is abt Rs 3200 Cr... mkt cap as multiple of annual sales is at low 1.1;
Current PE is at vry low of 9 with sector PE 27 (Plastics);
CMP Rs 95; 52 wk L/H 30 / 107;

Compounded sales growth TTM 15%, 3Y 7%, 5Yr 11%; Compounded profit growth TTM 32%, 3Yr 0.5%, 5Yr 4.5%; ROE lastyr 12%; 3Yr 11% 5Yr 12%;

It has stand-alone tot assets Rs 6400 cr where abt Rs 3400 is funded by debt. It has annual NPM of abt 10%.

Do u feel this is a co worth taking an exposure considering its low PE bt high debt?

(Data from Screener.in and money control)

Anonymous said...

Dear Arun, UR Views on Godrej Industries Ltd,??

R Srikant said...

Dear Arun Sir

do you think Fluidomat IFGL and Sanghi from present level can give returns in 2015 like LA opalla Avanti Feeds and Gati gave in 2014.

Milu Sarangi said...

Dear Arun sir

1. It is often heard that the pace of the wheels of the AUTOMOBILE (& ITS ANCILLARY) SECTOR is one of the indicators of the pace of the economic growth...
2. Crude prices have fallen dramatically and seems likely that it shall remain that way for sometime...
3. The impending GST ROLLOUT is considered to b the biggest positive change in Indian indirect tax system ever, which shall provide a more level-playing field to the established players esp in the unorganised sectors...

Considering the far-reaching impact of the above, what in your opinion, r the COMPANIES WHICH R GOING TO GAIN THE MOST from it, over the coming years?

KANSAI NEROLAC: I feel this is one stock which is likely to receive dual benefits from the the revival of the automobile sector, since its mostly into industrial & automotive paint segment and it shall benefit from cheaper raw material due to falling crude derivative prices as well. U had advised Nerolac in Dec 2011 @ abt Rs 850 and it has risen about 2.5 times in 3 years CMP Rs 2100 /- Do u feel there is still enough growth possibility available in Nerolac?

BATA INDIA: It seems it shall also receive dual benefit from cheaper raw materials due to falling crude prices and GST roll out. U had advised Bata India in Sept 2009 @ abt Rs 150 and it has risen about 9 times in 5 years CMP Rs 1360 /- Do u feel there is still enough growth story available in Bata India?


R Srikant said...

Dear Arun Sir

Samtex fashion was recommended by you at Rs 10 five six year back. Do you think it has potential to be a multibagger. What's your opinion on Kopran.

R Srikant said...

Dear Arun Sir

Do you think Mirza International will benefit from the falling crude and gst.

Milu Sarangi said...

Dear Arun sir

MINDA INDUSTRIES LTD: U had suggested this stock pick few months back, as AN AUTO ANCILLARY MULTIBAGGER, @ Rs 288 with tgt price of Rs 530. It has already crossed the target. It had gone upto RS 650 and is now at Rs 570. IS IT STILL A GOOD LONG TERM BUY WITH 3 YRS HORIZON ?

TRANSPORT CORPORATION OF INDIA : U had suggested this stock pick TWICE, in Jan 2010 @ Rs 100 and again in May 2014 @ Rs 124 with tgt price of Rs 170 this time. It has already crossed the target. Its currently at Rs 264 /-. U have referred to it as great high conviction long term bet. Would u still advise to enter it at this price level with investment horizon of 3 to 5 yrs?

R Srikant said...

Dear Arun Sir

You have recommended Sanghi Cement as a Multibagger. Do you hold the same opinion for Saurashtra Cement.

R Srikant said...

Dear Arun Sir

Billcare once a darling of stock market crashed heavily. Stock has been range bound for past two years. Do you think that their problems have been solved and it will revive its good days?

Sourrab Shah said...

Sir your views on Multibase, Dion Global and IDFC.Can all be held for long term ?

RIZ said...

Dear Arun
Your view on Jaypee infra, Nitin fire,
NHPC, Venus remedies.
I entered these scrips before joining ur blog. Now facing loss of 30-50%.
Shall i hold or book loss.

Anonymous said...

Hi Arun,

Could you please throw some light on Orient Beverages which is assosiated with the "Bisleri" brand? Looks highly undervalued considering the strong global brand of bisleri.

R Srikant said...

Dear Arun Sir

Mic Electronics was recommended by Value Pick in the month of Nov. Do you think its the best option available in its segment.

Milu Sarangi said...

Dear Arun sir

I have been going through your old suggestions and they r mostly giving phenomenal returns. I request your update on 2 of your relatively new suggestions:

RS SOFTWARE LTD: U had advised this in Jan 2012 and again more recently in June 2014 at Rs 230 /- with tgt of Rs 300/-. It has hence long crossed the target. It had reached up to Rs 830 and has now fallen back to down Rs 475 and currently at Rs 600 /- It seems to b volatile.

Would u advise to enter it at current levels, with 2 to 3 years time horizon?

Milu Sarangi said...

Dear Arun sir

I have been going through your old suggestions and they r mostly giving phenomenal returns. I request your update on 2 of your relatively new suggestions:

TATA ELXSI LTD: U had advised this in NOV 2013 at Rs 220 /- with tgt of Rs 280/-. It has hence long crossed the target. It had reached up to Rs 670 now, currently trading at 23 PE with mkt cap of 2.7 times of annual sales.
Would u advise to enter it at current levels, with 2 to 3 years time horizon?

Anonymous said...

Milu seems CIA of Arun; any ways Keep it up..

Ajay said...

Dear Arun
your views on Carrier point, is this a turn around position? Right time to invest for s long?

Anonymous said...

Dear Arun Sir,
Please share your view on Freshtrop fruits.

Milu Sarangi said...

Dear Arun sir

Would you advise any of the following stocks, at the current levels? If yes, to more than one, kindly rate your preference:

MINDA INDUSTRIES
SONA KOYO STEERING SYSTEMS
CARBORUNDUM UNI

itsamit1431 said...

Sir did u like the company vidhi dyestuffs, shilp gravure, manali petrochemical, hbl power, lincon pharma, meghmanic organic , pondy oxide, claris life and luminaire tech...which one is gud to buy at cmp...Plz need ur valuable suggestions....

Arun Mukherjee said...

1)Pondy is an interesting one which I am studying.Rest yet to study.

2)Ya bullish on minda and carbo and also sona.

3)You know what made me skip freshtrop?Coz the main brain is an aged 73 yr old guy.Wasnt sure about the foundation.Anyways it has a very interesting story.

4)Carrier point too should do well.Intrinsic value is way higher than cmp.Am bullish on NIIT too.

5)Tata elxsi is an awesome company which will create more wealth in the next 5 years.

6)Rs software was long ignored at double digits for reasons not known to me.If it can deliver growth,it will move higher.

7)Why would even people look at MIC?Bull market complacency?

8)Orient beverages I bought and sold a very tiny quantity.If it can scale up,stock will perform.

9)Can hold nitin fire and sell rest.

10)I dont prefer dion global or idfc.Multibase air bag story seems big.

11)Bilcare was a class apart but too much greed took the toll.If you believe it can survive,then can have a punt.

12)Watch out for sanghi after the family settlement.Stock can move big.Having zero idea about saurasthra.

13)TCI carriers 99% GDP on its shoulders.A great buy.Minda too got better days ahead.

14)I always preffered relaxo and man its been a 25 bagger in the last 3 years.Find out the note on this blog.Mirza bechara nind se jaga he nahi.Redtape is a strong brand but they hardly did anything with it.

15)Samtex is a great story but managed by guys who dont want you to make money.If they change their thoughts,it can do well.

15)Bet on leaders Milu dear.When you can buy the kind aka asian paints why to look for senapatis?Bata is an awesome story.

16)Not sure fluido or sanghi can replicate their success or not but they will create some wealth for sure.

17)Am bullish on entire godrej basket.

18)Sintex should do well.

19)Once the shipping cycle changes for good,mercator will move.Also watch out for its coal story.

20)KTIL can be a huge company if it can service its debt well,whch it should.

21)I dont know why ahmednagar trades at such low valuations.Let mr market answer it.

22)Bharat forge is a global story.Also watch out for mahindra cie.

23)Not following trend electronics.

24)Sharon bio never even made a single money in the last 10 years.Why in earth would anyone be bullish on it?Its a time bomb.Those are fake profits as cash flows in deep red.Fake ROE as profits are fake.God knows how they will service debt.Stay away.

25)Pipavav is a good long term play.

26)Not following bsl or trend.

27)You can read my canfin note in the blog.Bullish on knr construction.

28)Fedder,sunil hitech will do well in the coming days.

29)Skm I have recommended at 7 bucks in this blog.Find the note,not sure about present levels.Salzer is a good play but scalability is an issue.

30)Piramal phytocare is all about mr piramal's brain.Not sure whether he will even bother to look at it.Rest average companies.


31)Find companies which got all the following points or a few of them.If you can find such companies at reasonable valuations.You would be richer in future.

1)Sectoral Tailwinds
2)Unique business model and pricing power.
3)Robust ratios
4)Scalability
5)High cash flows
6)Limited debt
7)Good strong management.
8)Strong entry barriers.
9)Strong brand or low service cycle or negative working cap.
10)Should have a dividend payout of 12-15%.

Milu Sarangi said...

CAPLIN POINT LABS : Kindly provide ur opinion if it advisable to buy at current prices. U had advised this stock in April 2013 at abt Rs 60 /-. The share price has had significant rise since then, like most shares, bt unlike most others it has had prominent fall as well. Last 52 weeks, it moved up from low of Rs 100, reached to Rs 549 in Sept 2014 and now has fallen close to 25% down to Rs 418.

Current PE is at reasonable 21 with sector PE 30;
CMP 418; 52 wk L/H 100 / 549;

Kindly consider the basic stats... Current mkt cap of abt Rs 600 Cr, annual sales is abt Rs 166 Cr... mkt cap as multiple of annual sales is at abt 3.8;


Compounded sales growth TTM 36%, 3Y 27%, 5Yr 22%; Compounded profit growth TTM 140%, 3Yr 69%, 5Yr 61%; ROE last yr 48%; 3Yr 39% 5Yr 35%;

Vry low debt and annual NPM of abt 15%.

benny said...

Arunji,pls give your opinion regarding shalimar paints which is a 100 year old company especially in view of lower crude oil price

Srinivas Chintala said...

SKM Egg is suspended due to penal reasons...so better avoid it

Anonymous said...

Sir what do you think about vinyl chemicals and time technopak

PRATIKJAIN said...

Sir ur view on Axis cades at cmp ..its looking good having great mgmt…..also in defence.
any negatives from ur side ..i knew it ran up substantially but may be a further rewarding

Kartik said...

your view on roto pumps,ccl products and kilitch drugs?

R Srikant said...

Dear Arun Sir

South Indian Bank has been recommended by Porinju Veliyath. Do you think it's undervalued?

Utpal das said...

Sir, i have not much knowledge about the stock market. So, i request you to guide me please. I have
already IFCI 350 @34.80/ tata global bav 100 @157 / Kirloskar Ferro 200@68.80 from last 2 months. What is
your review on these stocks and what to do with them hold or sell. Please advice and consider it as a
coordial request to you. I eagerly waiting your response.


With regards,
Utpal

MrRavikum said...

hai Arun how are you did you find time to look into associated ALCHOLOL and brewery's ltd it has started moving any feed back please not buying wait for your comment.

kartikshah said...

Hi, Why should one buy TCI and not Container corp of India/ Jet airways in the logistics sector? How does TCI score better than the other two?

itsamit1431 said...

Sir balmer Laweri , Akzoe Nobe,, suryalata berger paint need ur advice can I buy?

R Srikant said...

Dear Arun Sir

Do you think provogue has potential since its trading at 0.16 times of its book value.

nitish kumar said...

Respected Mukherjee sir,

Sanghi, Fluidomat & PEL all are performing super. Want to put some more bucks in equity. Dropped idea of Rexnord and Pioneer.Also I having GPPL from 155 level so will not go for KTIL. Two stock I want to get in Shalimar Paints and Century Ply. Shalimar Paints last qtr posted loss because one of their plants got shutdown. But to compensate this they hav increased capacity of their other plants this qtr. Also company is launching new products in Decorative Paint segment. Seeing current scenario of crude oil do u feel it can provide good return in long run. Coming to century ply- management being aggressive and GST going to roll out in next 6 month will these things can further boost performance of Century Ply. Eagerly waiting for ur expert advice.

Regards,
Nitish

Anonymous said...

Sir,
Your view on Coral Laboratories
Thanks

sangram surve said...

Your views on vidhi dyestuff, prima plastics and mmfl

Anonymous said...

Arun da,
Will prozone intu prop be next multibaggerista
Is it a good buy at cmp 37
Need Your Valuable advice Sir

Anonymous said...

Dear Arun,
Thanks for response about freshtrop.
Please share your view on indosolar and HIL.

Thanks,

sridhar said...

Hi Arun

I am the one like many who is eagerly waiting for app from the date it was announced. Would it be possible to provide some app. date.

Thanks
Sridhar

Anonymous said...

Hi Arun,
Please share your thought on CANFINHIMES right issue.

Regards

Anonymous said...

Arun,
Your views on following please:
Jay bharat Maruti,
L&T finance,
Prozone Intu,
Assam Company
GIC housing,
Reliance Industries

?

Anonymous said...

Sir
Your views on QIP of Mold tek packaging
Also share your advice on Waterbase (DK seems goin for another fishery stock aftr avanti and ifb agro)
and Arrow textile

R Srikant said...

Dear Arun Sir

South Indian Bank is trading chaeaply. Do you think its a multibagger candidate.

Anurag Verma said...

Hi Arun ,
Please share your views on:
SKM Egg Product
HMT
Can I buy any of these at current levels
Thanks

sridhar said...

Hi Arun

Could you please provide your view on the following stocks

1.SKP securities
2.Consol Finvest
3.Khandwala Sec
4.Indo Thai Secu

Thanks
Sridhar

Anonymous said...

Dear Arun,
Your view on zydus wellness please.
It has profit margin of over 40%. Debt free, strong brand and cadila pedigree.
can it bought for next 5 years?


Saadhika Narayanan said...

Gulshan Polyols
Ganesh Ecosphere
Himatsingka Seide
Orbit Exports
PTC India Fin
Stylam Ind
Sakthi Finance

sir please give your valuable suggestion

R Srikant said...

Dear Arun Sir

KS oils crashed from Rs 100 to Re 1 level due to some incorrect actions by its promoters in commodity trading and presently it is in CDR. The Company claims to have huge land bank and in you tube they have posted a 10 mins documentary of their state of art factory. Do you think that with asset sale the company will survive.

shooter_1979 said...

Hi Arun,

What is your view on Time Technoplast.

Thanks for advising PTC in fin and Fluidomat. These are the gems of you picks.

Arun Mukherjee said...

1)Time techno has a good future.Managed by an incredibly talented MD who words 90 hours a week.

2)KS Oil is an over and out counter.Forget it.

3)Gulshan,himat,orbit,ptc looks good in that list.

4)ZYDUS will do wonders with its monopoly sugar free.Keep it for next 10 years.

5)Why wd you buy all those securities company sridhar?

6)SKM in this blog a buy was assinged at 7 bucks.Not sure about present though.HMT has a great land bank.So story can play that way.

7)When we have such amazing nbfcs like recp and capital first of the world why to even bother about banks?

8)I love management who respects equity.Blotting of equity is a red flat.Not following arrow.Would always prefer avanti to anything else.

9)Subscribe to canfin's rights issue.

10)Prozone looks very interesting.

11)Dont like indosolar.HIL lacks pricing power.

12)If caplin can scale up,upsides can be huge.

13)Vidhi,prima,mmfl am not following.

14)Read TCI's research note in the blog and you will get the reason.

15)Need to study asso alocohol deeply.

Guys why to buy craps when we have counters like fluidomat,repco,shilpa,kitex,tv today,symphony,kesar,united spirits,asian paints and so many more?Look at this stocks,they kinda ensuring I glance through an all time high portfolio often.Buy counters which makes you proud.

PRATIKJAIN said...

Sir why did u skipped my Q...? u answered all Q but not mine ...is anything wrong...
Ok i m repeating it again
ur view on Axis cades at cmp ..its looking good having great mgmt…..also in defence.
any negatives from ur side ..i knew it ran up substantially but may be a further rewarding .....also view on technocraft

Ashiq mehraj said...

Sir your view upon Amtek Auto would be a multibagger or not

Hiral said...

still holding IFGL Refractories Limited at 172 as suggested in September.

Atak gaya hoon...kya karu ab?? :(

Hiral1 Shah said...

Dear Arun-da,

is Kesar Terminal a buy at curent levels?? considering its been 3 weeks since you last posted and its still hovering around same levels--470 odd.

eagerly waiting for your app!!
do reply

ksshah said...

can u suggest one stock which can be bought at cmp in the packaging sector?

Kuntal Payel said...

Hi Arun,

Please provide your valuable comments and any new and future developments in the following stocks :

1. Mold Teck packaging :

2. Sunil hi tech

3. Patels Airtemp

4. Mindteck : Please if you could track this from IT sector.

5. Gulshan Polyols :

I would eagerly wait to get this posted and hear from you.

R Srikant said...

Dear Arun Sir

What's your view on Samkrg Pistons and Rings Ltd

Gaurav Jain said...

Hi Arun,

Pls tell 3 top cement picks with highest growth potential.

Thanks
Gaurav

R Srikant said...

Dear Arun Sir

You had recommended Prakash Consrrowell few years back @ 108. The stock is presently at Rs2. Do you think it will bounce back or like KS Oil it is also over and out.

Arun Mukherjee said...

1)@ Srikant:.If you read the note properly you would find,"A wait and watch candidate as of now" is what was suggested in prakash.So it was never recommended as a buy.Never buy a wealth destroyer.

2)Sanghi is my lone cement pick.Did mention orient a number of times which is a 5x now.

3)Samkrg is a good company but again lacks the pricing power.

4)TCPL packaging can be interesting in the packaging arena.

5)Axis IT aka axicades was a hot favorite of mine once.Suggested it at 11 bucks in this blog coz of the Rajeev Chandrasekhar reason.Company has rejuveneated itself and got a bright future ahead.

6)Gulshan,mold tek,patels,sunil all very interesting counters.Mindteck am not following.

7)IFGL will pick up once the steel cycle picks up.

8)I recently bought into United spirits and kesar terminals.

9)Amtex auto is a doubler in next 3 years.

10)App is being tested 24 hours a day to ensure it comes perfect.Within next few days,should get launched.

R Srikant said...

Dear Arun Sir

Thanx once again for not only helping us buy good companies but also preventing us from entering wrong ones. I have studied the performance of atleast 10 blogs . You are undoubdebtly the King.

Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...
This comment has been removed by the author.
Milu Sarangi said...

KINDLY SUGGEST HARDWARE AND SOFTWARE COMPANIES WHICH R LIKELY TO PROSPER FROM "DIGITAL INDIA" DRIVE.


In the just-concluded ET Global Business Summit, our PM once again put special emphasis & reaffirmed the the DIGITAL INDIA DRIVE. He committed his Govt's focus to CONNECT ALL GRAM PANCHAYATS VIA OPTICAL FIBRE CABLE. This was not the 1st time the PM resolved so about the Govt's focus "...on PUTTING INDIA ON DIGITAL HIGHWAY..." This certainly translates into huge scale business potential for HARDWARE COMPONENTS AND SOFTWARE SERVICE SUPPORT, which shall continue for years.

KINDLY SUGGEST HARDWARE AND SOFTWARE COMPANIES WHICH R LIKELY TO PROSPER FROM "DIGITAL INDIA" DRIVE.

I AM SURE YOU CAN HELP US TO LOCATE SOME HIDDEN GEMS WHICH CAN TURN INTO A SUPER-MULTIBAGGER in this industry.

PRATIKJAIN said...

Sir ur view on technocraft ind at cmp......having good diversified businesses ....grt mgmt...some buzz of demerger also

R Srikant said...

Dear Arun Sir

What's your view on Datamatics Global Ltd. Will it be multibagger in 2015.

Anonymous said...

Sir ,
your view on Coral Laboratories please..
Thanks

MrRavikum said...

Hai Arun associated ALCHOLOL is started moving have you gone thru it awaiting your valuable feed back please

Anonymous said...

any view on National fittings?

Ashiq mehraj said...

Aksh optifiber will next multibagger I think so however waiting for Arun ji view

Anonymous said...

Dear Arun,
Please give your view on indosolar result.
Is it turn around results?

Anonymous said...

Sir plz gives your views on nestle,bright brothers,smart link networks,itc,nilkamal.....
Sir plz guide me about which is to retain and which stock should i exit....

himan said...

your views on Asian granito

Anonymous said...

Sir can i buy shilpa at cmp 970...
And plzz guide me about deepak fertilizer and orchid chemicals

Utpal said...

Arun Sir,
fuidomat 19/1/15 @310 but it is now decreasing as Sensex up 500+,
caplin point also reverse with Sensex.waiting for your views. what is your view on lumax auto tech.

Kaushik said...

Thanks Arun for doing a great service to small investors like me. Please share your views on Patel Engineering and Greaves Cotton.

PRATIKJAIN said...

sir ur view on brooks lab after the sebi penalty of 12 crore.....at cmp it looks undervalued

Arun Mukherjee said...

1)I have always preffered shilpa medicare above any pharma company.Other recommendation were caplin at 65 and jenburkt at 68 which also did well.Scared of companies where SEBI comes in.Let see how market treats brooks in the coming days.

2)Dear Utpal,thats not the right way to look at fluidomat.Kinda I may say it moved 50% in last 8 days whereas market is just up 5%.Similarly market up 35% in a year and caplin up 900%.

3)I like patel eng.They got good times ahead.Same goes for greaves cotton.

4)Scared to recommend shilpa at present levels.Go for kitex,kesar,godrej properties etc.Deepak fertilizer is kinda news driven this days.Dont like orchid.

5)I have made good money on leaders like cera and kajaria,hence would stick to them.Asian granito numbers would dictate its future price trend.

6)Quite bullish on nilkamal.Switch from nestle to Daru.

7)I prefer orient green power to indosolar.

8)I picked birla ericcson inplace of aksh,but again thats been a 10 bagger.So not a fresh by.

9)Whats the story about national fittings?

10)Asso alcohol needs to pay dividend to attract more investors.Once thats in,will speak more about it.ROE is very average for such an aggressive company.Debt-equity another concern.I bought truckloads of Daru recently.

11)Datamatics was a huge hype in the early bpo days.Company if can sustain and grow,can be an interesting one to watch out for.

12)Coral lab is a microcap with bright prospects.However cash flows seem very negligible on higher profits,a concern.

13)Technocraft can be a wealth creator if it demerges its segments into seperate entities.

14)People hyped infra as Modi theme which never played out.Hardware itself is obsolete.Look at what happened to moser baer.Better to concentrate on companies which will move irrespective of any theme.

Anonymous said...

what is the target of orient green power for midterm. plz help sirji.

Milu Sarangi said...

Dear Arun sir

Request your opinion on STERLITE TECHNOLOGIES.

Rahul said...

Ur views on camlin pls

Anonymous said...

What is Daru
Plz giw hint sir

Anonymous said...

Dear Arun da
1.Can one make 1cr from 1lakh in 5-10 years in such bull mrkt
Wat scrip will b solution for abov.
2. It will b very helpful if u suggest some cash cows.

Utpal said...

thanks for your earlier suggestion.
please view on Lumax auto Tech, Smartlink, managalam cement, kirloskar ferro?

Kaushik said...

Thanks Arun ji for your suggestion on Patel Engg and Greaves Cotton. Also, I am holding Reliance Capital from 350 levels and I am on a decent profit. Shall I sell or stay put? While the market has moved up considerably in last few days, this scrip has not seen any upside.

Kaushik said...

Bought today at 485 levels.. Thank you Arun Ji

rajesh kumar said...

what daru means

Sudipto Maitra said...

Hi Arun,

What is the return potential of the following stocks from the current price-
1. Aarti Drugs
2. Amrutanjan
3. Alembic Pharma
4. Britannia
5. GMDC
6. LG Balakrishnan
7. Natco Pharma
8. Granules
9. Gulf Oil Lubricant
10.Liberty Shoes

sridhar said...

Why would Arun ji has to answer for Anonymous when he can turns 1 lac to 1 cr in 5-10 years. Dude,if u can find please let me know.I will give 1cr and you give me back 25 cr and keep 75 cr with you . I am serious.

Thanks
Sridhar

sidhant mansinghka said...

daru means "united spirits"

sidhant mansinghka said...

wats ur view on haldyn glass,shemaroo ent,skm egg products,godavari drugs.

Dinesh Potdar said...

Is it right time to buy premier explosives @300?.....whats ur opinion on vinati organics stock...plz comment.

Praveen Kerketta said...

Arunji tell me about electrosteelcasting , gujaratnre coke.

shrenuj tambi said...

Sir pls tell me about siti cable

Anonymous said...

Sir plz gives your views about escort,ncc and oswal agro

Anonymous said...

Sir plz guide me to select 2-3 stocks from asian paints,fluidomat,sanghi,shilpa medicare,amararaj ,kitex.

Sir i have very limited capital so plz help me to select the best stocks at cmp

Suranjan Sarkar said...
This comment has been removed by the author.
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