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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, January 23, 2015

Tutorials and Anuh Pharma Ltd:-The Small cap pharma gem

My past experiences/Tutorials:-

1)A couple of my members expressed their concerns regarding recommendation of known stocks.They felt as some brokerages have already identified them,its no point recommending it again.What the F is that?Mywork is not to titillate you guys recommending sexy unknown names but all the efforts are meant to provide returns which would be superior to other asset classes or of  peers.Desperate complacent times call for high quality and safety.Times are such where a single mistake can squander your portfolio.If something is of high quality and posses great potential,forget others and buy it truckloads.

2)Often you people skip stocks which had a stellar move to punt on stocks which are hitting fresh lows.Another reason why retailer looses often.An upmove in a stock gives a lot of clarity which is warranted as its all about making risk free money.If you guys can glance through the past recommendations, you would find probably 90% of the stocks are recommended after they have doubled,tripled,quadrupled.Now that's weird right?Sounds too odd?I will tell you the reason.Lets look at few examples.

a)Canfin homes moved to 235 in one week from 160 and bang the recommendation followed.I still remember a lot of members left it to opt for something else as it moved 50%,all in a matter of 5-6 trading sessions.They weren't comfortable with it.So what made me recommend the counter?Canfin was perceived as a lethargic company with no future even when the dynamic MD,Mr Llango was executing strategies to rewrite a new scripture for the company.It may have moved 50% in a week but for the last 16 months, prior to that week, it remained in the range of 140-160,inspite of tailwinds and a violent bull market.All was needed a break free rally and numbers which inevitably followed.Canfin recently hit 700.

b)Premier explosives moved from 140 to 206,recommendation arrived.The company had a great story always but people including your's truly had concerns regarding the promoters as they wrote off some 11crs investment in Georgia few years ago(the easier way to siphon off funds).Few renowned "but hard to convince investors" came and the perception changed.Premier in less than a month,moved over 50%.What will you prefer?I could have never suggested it at 140 as the doubts galored.Isn't it better to skip a doubtful unconvincing 50% for unlimited upsides backed up by conviction and confidence?

c)Even after knowing the amazing story and potential of Kitex,I gave it a pass at 160-200 bucks owing to related party transactions.Tried to talk with the management and they never obliged.Not only me but a lot of HNI's and analyst mates had loads of doubt about the company.Stock moved to 300 and the management clarified everything with huge patience.Answered awkward questions in the most soothing fashion.Doubts got eradicated,stock hit 600 yesterday.What will you prefer?Kitex with doubts at 200 or kitex with high conviction at 322?Oh,very recently, they even appointed 'Ernst &Young as their auditor".

d)Take the recent case of Kesar Terminals.Am tracking it for a long time.Conviction never came as even when the whole sectoral logistics PE went to over 30,even after below averagely managed companies like Patel integrated traded at 50 PE,this KTIL traded in single digit multiple.My research guys contacted Mr Sant khare many a times but he refused to meet or divulge any details.Few of the HNI investors including my associate went to the facility,talked to the relevant guys and stock doubled as conviction followed.PE expanded and stronger hands came.Debt issue though lingers but even a 20% equity dilution will give it 50crs,so that issue got addressed too.Members as you see there's a lot of interesting aspects which one needs to take into consideration before the recommendation.

e)A lot of  members clamour for new stock ideas ignoring the old ones.Look at what happened this week.Shilpa medicare moved from 600 odd to hit 900.Fluidomat rocketed to 315 from 210.Kitex,repco hit fresh life time highs.The secret to win from markets remains the fact of buying quality early and then accumulating more as it moves higher,provided the story is intact.I did make sound about Poddar developers and my liking towards it.The first instance I bought,it had all of 32 volumes a day,out of which your's truly swallowed 30 shares at around 200 bucks.Simply couldn't recommend it as there were no volumes but it was of very high quality.Advances from lower middle class customers amounted to 102crs when mcap was less than 100crs.Am talking about the scenario of 5-6 months ago.Within no time,it more than doubled to 500 rs and I bought a bit more.I suggested you guys to keep it in radar and look to add at 700 levels.Scrip came near 740rs only to settle higher at around 1000.This week some renowned Fund got in and look at it,1500 bucks and counting.If you own some high quality stocks with backing of visionary management,investors would ensure it gets most crazily valued in due course.Why?Simply because stock market is a place where quality is of so little,it just get bid higher and higher.

My story:Many years ago,a bankrupt counter called Symphony interested me a great deal.Its present or past was awful but it had a vision,an amazing futuristic thought,had the fire in belly.Somehow the conviction never came and I gave it a miss.It went from just 4 to 28 bucks.I took a very tiny position and the company went up to 70.With each upmove, it hinted about its bright future and started delivering interesting numbers.Mr market started fancing it but since marketcap was too low, institutions or MF couldn't get in.I bought a bit more at 100.Stock went to 300 and I recommended it to guys,hardly a couple of years back.I bought it again at 440.Stock stands at 2000 bucks now.Imagine, If I would have let it go simply because it moved from 40 to 300 in 2 years,would you guys have availed 7x in it?There's no wrong in buying high as long as the story is intact.Its so futile to vandalize your portfolio by opting for losers at the cost of amazing high quality winners.





Quote:Anuh pharma is an old recommendation which got suggested to members at 270 odd during July 2014.Found it today,having the feel to put in the open blog for the benefit of you folks.Modified few lines and here you go.

Stock idea:-

Scripscan:Anuh Pharma Ltd
Bse code:506260
Cmp:360rs
Target Price:450rs
Return percentage:25%
Duration:9-12 months

Company Overview: Founded by Mr. Sevantilal Kantilal Shah in 1960, Anuh Pharma is a foremost Active Pharmaceutical Ingredients (API) manufacturer based in Mumbai and a part of SK Group which is a leading importer, exporter, distributor and manufacturer of bulk drugs, chemicals and pharmaceutical formulations and one amongst Eskay Fine Chemicals, Eskay Specialty Chemicals, SK Age Exports, S Kant Healthcare and SK Logistics.

Business Overview: The company is one of the largest manufacturers of macrolides, a kind of antibiotic drugs in the country.Among the macrolides,the company manufactures antibacterial erythromycin base and several other variants (primarily recommended)for throat infections by ENT specialists and General Physicians); it is the largest producer of erythromycin salts in the country. The company also makes higher macrolides including azithromycin, roxithromycin and clarithromycin;quinolones like ofloxacin; chloramphenicols and over a dozen corticosteroids. The company also offers an Anti TB Drug called as Pyrazinamide. All these products are being manufactured at the company’s Tarapur facility near Mumbai. The company also owns a state-of-art integrated laboratory to carry out research and development activities; this facility was acquired from a Spanish company in April, 2012. The R&D facility includes a chemical synthesis lab, an analytical development lab and a kilo lab with the view to cater to Contract Manufacturing. The R&D facility will help the company in intensifying their research & development activities with a view to enlarge the bulk drugs portfolio. All these things have helped Anuh Pharma to carve out its own niche in the world of APIs. The company is looking at different opportunities in untapped markets and also across a value chain. Today, the company is known for its Government recognized ‘Star Export House’ status; governed by cGMP, the company enjoys World Health Organization’s (WHO) version of GMP (Good Manufacturing Practice). In addition, the company has also filed several Drug Master Files (DMFs) submitted to European Directorate for the Quality of Medicines & HealthCare (EDQM) & US Food & Drug Administration (US FDA) which could create immense opportunities for erythromycin’s exports to US and Europe, going forward. The company has been exporting one-third of total production to over 57 countries and the company recently received approval from COFEPRIS (Health Authority of Mexico) GMP certificate for three of company's erythromycin products.

Financials & Investment Rationale: Over the last ten years, the top-line has grown from Rs.54 crores in FY04 to Rs.266 crores in FY14 at a CAGR of above 17%, however, the profitability was badly affected primarily on account of significant increase in the raw material costs, from 74% in FY04 to 84% in FY13. Nevertheless, during FY14 the gross margins regained substantially and the operating margin and net margin also showcased a significant improvement. The Management broadly achieved the revenue guidance provided in the Annual Report 2013 (it’s incredible that the Management provided a precise figure of Rs.277 crores for the full year in these uncertain times). The company is debt-free and enjoys robust return ratios. The company has reduced its dependence on macrolides and antibiotics, as less than 74% of revenues came from antibiotics as against over 92% in FY10 as the contribution from ‘other chemicals’ increased from less than a crore in FY10 to above Rs.67 crores in FY13. Interestingly, the company’s market capitalization was Rs.202 crores in April, 2006 when FY05 top-line was Rs.52 crores and net profit was below Rs.5 crores, today, it is available at Rs.300 crores when top-line has grown nearly 5x and net profit multiplied 4x.

Outlook & Valuations: The FY14 Sales, EBITDA and Net Profit stood at Rs.266 crores, Rs.27 crores and Rs.18 crores,respectively. I expect FY15 and fy16 Sales to grow ~11-12% CAGR(from 266crs to 330crs) and net margin to improve further to 7.5%(from 17.5crs PAT in fy13-14 to 25crs in fy15-16).Assigning a P/E target multiple of 15x to FY16 earnings, I derive a price of 450 bucks,an upside potential of 25% from current levels of Rs.360,of which, more than Rs.50 vouches for cash & cash equivalents and current investments.The promoters have been shareholders friendly; never missed on dividend since FY98; for the last fiscal, they declared Rs.8.50 per share.They have rewarded the shareholders with bonus issues time & again, ’95, ’99, ’06, ’10. Typically, pharmaceutical companies trade at twice and more of its revenues.A company which has amazing ratios,got payout of 30%, will not trade at less than 1x sales forever(fy14-15 expected revenues at 303crs,present mcap stands at exactly 300crs).So even if it moves up much higher and all those typical doomsayers starts to question,investors would always have the counter argument of making it sustain its higher valuations.Still need help in that regard?Recall the year 2006?200crs marketcap on 52crs sales.

Disclosure time:I personally bought quite a bit of "Daru" recently.We will never have something like "United spirits" in the next 50 years.Anyone having 12-15 years kinda horizon,buy it,SIP it but don't miss it.A 12-15 bagger in 12-15 years.P.S:I am also a satisfied consumer who happens to fancy "VAT69" in celebration rituals.So eventually am the 'Company owner+satisfied loyal consumer of my own produce'.Kya feeling hain yaaron :)Aint that feels great?


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

151 comments:

Angsuman said...

So, by your tutorial logic can we still consider to buy Shilpa Med at this level?

Ajay said...

Dear Arun

Being ur blog reader I learned to build a healthy portfolio. I was a victim of jan-2008 crash and therefore many investors like me worry for how to save created wealth if that kind of crash again happened. I want to learn what are the ways that people like u withstand against such market crashes? ?

R Srikant said...

Dear Arun Sir

Shreyas Shipping not stopping at any level. Reached 350 and still hitting circuit. Where do you think the journey will stop.

Dinesh Potdar said...

Thanks Arunji....I have bought premier explosive @ 296...kitex @ 555 & KTIL @ 470....recently. What ur opinion on MPS @ 950 & Vinati organics @ 550.

Anonymous said...

Hello Arun,

I have seen your comment on Prozone Intu. Could you please tell us why is it interesting to you? technical/fundamental. As far as I know they are in shopping mall business & residential property in tier II cities. It was quite for almost 2 yrs but recently ran up a lot

Anonymous said...

Hello sir...
Pls write fresh blog on orient green power with target

Rahul said...

What's the best among ultracab India,finolex and birla?

Anonymous said...

My dear Arun sir,you said in previous comments that sunil hitech and fedders lloyd will do well in coming days.Sunil hitech has started the move but Fedders lloyd has not till now.Fedders is working in the fields which are all promising and liking areas of Modi Sarkar like railway,defence,power,wind farm,infra etc.It is very much undervalued.No of orders are in pipeline.Its story is in intact.
Any reason for not having momentum right now ? your valuable comments please..

Ashiq mehraj said...

Sir your view upon pennar industries .triveni turbine .jindal saw. And nitco tile

Vinay Kumar said...

Dear Arun, I need your valuable advice on Orient Green Power as I am new to Stock market....I am planning to invest in it for a period of 2-3 years but I don't know about it completely one of my friend said that it will move to 100+ in 2-3 years, he is very confident on Promoters...so Please advice me whether I can buy it, I cannot understand how it will move to such numbers from 17...Thanks in advance

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...

ANUH PHARMA: Thank u for the new suggestion. The contingent liab is currently at Rs 52 Cr (as per moneycontrol) which is abt 60% of its total assets value. Do u feel that should b a cause for worry?

I hope in the coming years,this turns out to b another Caplin Labs in terms of returns to shareholders. Sir, would u like to share your current opinion on Caplin Labs? Qtrly results due on 1st week of Feb ...

Caplin also trading at around attractive 21 PE since quite sometime now, though the mkt cap to sales is abt 3.8 tms and NPM 15% ...

Kanagu said...

Hi Arun,

Thanks for this wonderful business whose valuation looks so good for investors.

Can you please advice why the price of RS Software going down so much? Few months back it was valued very highly but suddenly there is a huge drop and I don't see much change in fundamentals. Even on Sales and Profit front, they are on their way to beat the previous years terms.

At current price it looks attractive. Your comments will be helpful for me to make decision.

Rahul said...

Hi Arun , what's ur view on cupid

Manjunath S said...

Hi Arun,

What is your view on Polyplex Corp? Is it worth investing in this stock? Also please suggest on Global Vectra Helicorp, I holding large qty @71. Shall I hold or sell this stock?

Anonymous said...

Dear Arun,

After Obama visit which companies will you pick from renewable energy?
There are lot of announcement for green energy in India-US business summit.

Ayan Banerjee said...

Hi Arun,

Please Share ur views for United Spirits @ 3500 levels.
Is it a Buy at Current MP for long term horizon given its monopoly and pricing power.

Ayan Banerjee said...

Hi Arun,

Please Share ur views for United Spirits @ 3500 levels.
Is it a Buy at Current MP for long term horizon given its monopoly and pricing power.

Raj das said...

Hi Arun,

Please Share ur views for Orient Greens Power.Can it be a Play on renewable source of energy given the govt focus on Clean energy.
Is it a Buy at Current MP for long term

Rahul said...

Hi Arun,

Can you please Share ur views for Repco & Gruh Finance.Can these be bought at CMP for huge gains in future....Plz do answer.

Ayanshu said...

Hi Arun,

Can you please suggest some god companies from solar and Wind energy sector.I am very bullish on this sector and need ur recomendations to buy some stocks.

Sushi Peter said...

Dear Arun, more & more interest and comments on Orient Green Power from the blog readers...So I think you must have a few words on it.....will it have good days ahead, can we invest in it for 5 years period, we are waiting for your call on Orient Green...

Harshit Singh said...

Dear Sir
Please share your views about IDFC

Milu Sarangi said...

VARDHMAN TEXTILES: Dear Arun sir request your opinion considering foll basic stats...
current PE 6... 52 week L/ H 324 / 529 ... current mkt cap ~ Rs 3000 Cr, Annual sales Rs 5200 Cr, Mkt cap to sales ratio 0.6. NPM 12%... Tot standalone assets of Rs 5600 Cr and tot debt Rs 2760 Cr ... EPS of Rs 83 ...con liab Rs 300 Cr i.e. ~ 5%...

Sales growth 5Y 16% 3Y 13% TTM 21%
Profit Growth 5Y 67% 3Y 13% TTM 1%
ROE 5Y 18% 3Y 16% Last Yr25%

SauriN PateL said...

View on
Asian granito
Salzer electronic
Indo amines
Hylden glass

Ravi kumar said...

There has been a block deal of 1392443 shares in Orient Green at Rs 16.95 per share, valued at Rs 2.36 crore on NSE today.Arun we are waiting for your comment on orient green, please give your valuable advice, I am waiting for your word...

Leena Raveendra said...

dear arun sir
what is your view on jindal steel and power
i have a few stock of it at 343 shold i hold or sell
leena

Anonymous said...

Sir your views on ncc,escort,richa industries....

Anonymous said...

Sir,
Need ur guidance about bright brothers,priyadarshni cement,and smartlink network

Arun Mukherjee said...

1)Shilpa is way too expenesively valued but if it gets the USFDA approval,company will hit 1500.So wait for that before taking a position.As I often say,quality would come at a very expensive cost in market.Who knows,shilpa may even get rerated from present levels.

2)You need to be disciplined and experienced to survive crashes.Anything perceived high quality,which if drops by 35%-40% is a huge reason to exit.

3)Shreyas will report absolute blockbuster numbers.Can even move more.

4)Dear dinesh all 5 stocks are favorites of mine.Very few people talk about vinati yet its been a 100 bagger in last 6-7 years.Mps is managed by a very honest and aggresive guy named Nisith Arora.Rest should do well too.

5)Prozone intu will come with huge cash flows in next 2-3 years.SbI magnum has been increasing its stale in the counter for a while now.

6)I have a coverage in orient green too.Have a look guys.
http://www.arunthestocksguru.com/2013/08/orient-green-power-company-limited-best.html

7)Ultratech and finolex will have some gala times ahead.

8)Often market overlooks some counter for reasons only known to itself.Fedder lloyd is one such counter.

9)Pennar,triveni.jindal will do well.Nitco is in a mess.

10)Idfc will do well but go for housing finance companies like repco,gruh,cap first to enjoy maximum gains.They can be bought at present levels.

11)Anuh's continent liability mostly would be corporate gurantee's,not a concern.

12)Why did you buy jindal steel on the first place?

13)Vardhaman needs to declare a dividend else would never be fancied by markets.

14)You guys missed the trick.This renewable and non renewable energy is a very tough nut to crack in our country.Surely future is bright but can take a long time to see the company garnering any benefit.Ever thought where would these energy companies get that money from?There comes ptc india finance,a very hot favorite of mine,the loan provider, which has been a 6 bagger in last few months.OGPL will do well.

15)Not sure about global vectra's management.They had some political issues,else a fabulous renting business.Polyplex is overlooked by market for reasons not known to me.

16)Not following bright or priyadarshini or smartlink.

17)Used to follow richa knits but it lacked consistency.Ncc and escorts are much better bets,will have good times ahead.

18)Haldyn's FV split killed the company.Salzer is a good one but needs to deliver numbers.If you look at the shareholding pattern of Indo amines,you will find a guy named Santosh khemka,happens to be a client of mine.He is Very bullish on it.

19)Ya united spirits is a good one to buy for coming decade at present prices.

20)Rs's client concentration is a risk.Company needs to deliver on topline front.

21)Cupid is managed by a half blind guy(owing to diabetes).He is looking to hire an aggressive ceo.Am having it in radar.

Anonymous said...

Hi sir,
your view on Associated Alcohol and Breweries Ltd.
Thanks..

Anonymous said...

Hello Arun, please suggest your views on camphor allied & products.

Anonymous said...

Could you please comment on Gati results?

Anonymous said...

Arun Sir
How can we make a mix of CAGR scrips n d new ones which r going to outprfrm
Will u please suggest some scrips I can hold for 5-10 years even upto 15 yrs.
Thnx in advanced

SauriN PateL said...

Can we add shreyas shipping at current rate?? Whts your view and target??

Utpal said...

as following your suggestion again baught fluido@295.50, tv today@218.37, cap first@403.50. i want to hold for 1-2 yr. Target please.

Kaushik said...

Hi Arun Ji,

Thanks for Kesar Terminals and Sanghi Ind reco.

What is your view on Nandan Denim and Reliance Capital? I am in profit in both - Nandan about 90% profit and Reliance Cap about 20%. Shall I sell or stay put?

Thanks,
kaushik

Venture-X said...

Hi Arun,

You have made a comment that you are expanding your research team for which you were looking for people and that initiated me to drop an email to you.. yet there was no response? Any info on that?

Milu Sarangi said...

KAVERI SEED CO. LTD : Dear Arun sir request your opinion considering foll basic stats...
current PE 16... 52 week L/ H 390 / 1022 ... CMP 734... current mkt cap ~ Rs 5000 Cr, Annual sales Rs 1000 Cr, Mkt cap to sales ratio 5 tms. NPM healthy 21%... Tot standalone assets of Rs 520 Cr almost zero debt ... EPS of Rs 30. Bt the share has been falling sharply since last few months...

Milu Sarangi said...

SKF INDIA : Dear Arun sir request your opinion considering foll basic stats...
current PE 35... 52 week L/ H 625 / 1472 ... CMP 1465...

Current mkt cap ~ Rs 7700 Cr, Annual sales Rs 2300 Cr, Mkt cap to sales ratio 3 tms. NPM 7.5%...

Tot standalone assets of Rs 1270 Cr zero debt ... EPS of Rs 32.

Dinesh Potdar said...

Thanks a lot Arunji. ..
I have too many stocks(near about 50) ...I want long term investment for tax free & good returns for retirement. I also do SIP in EMFs. Can I do SIP in stocks. ...investing a fixed amout per month in a particular stock..will u suggest few such 10-15 stocks. Thanks a lot again.

rbhm said...

hi arun,
whats your view on radico kaithan and waterbase?

Anonymous said...

Hi Arun,

First of all, great job on this blog. You have some good insights and ideas. I wanted to run a scrip by you.

This one is called Indian Terrain. I have been tracking it for the past year. The Company is now on a good growth path with excellent growth/profitability in H1 2015.

As such the management has estimated the Revenue and PAt at INR 35o Crs. and INR 18 Crs. respectively.

The company currently has a market cap of INR 300 Crs and is roughly trading at 17x FY15E.

Given the high growth and ROE of 32%, do you this stock deserves a higher multiple?

Appreciate you thoughts on this.

Cheers,
BB

Gunjan S Agarwal said...

Hello Arun,

What is your view on Gabriel, Havells, Suven Life Sciences & Mayur Uniquoters.

Can they be bought at current levels with a timeline of next 5 years

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

Anonymous said...

Dear Arunda
Please give your views on
IFB agro {poor result) falling lyk pack of cards
Rubfila international (debt free having gud no.) still not moving

Anonymous said...

1.Which one is good among Gati/ TCI / Shreyas . I know all these r your favor8. But will u suggest one among these and can it b a buy on cmp.
2. Can ABC gas intl become multibagr
Waitin eagerly for ur reply.

Rahul Kapoor said...

hello arun,

pls update about galaxy entertainment and share your views about richa ind. for long term.

Sunny Tholar said...

HI Arun,

Can you pls share your views on Shakti pumps and datamatics?

Bishan Basu said...

Dear Arun,

With so much of discussions going on about Housing Finance companies and everybody seems to be talking about Repco, Gruh, Can Fin etc., I'd like to know about your opinion about Dewan Housing Finance Ltd. I think, this is a gem presently offered at cheapest valuation. But, you know, I need your expert opinion.

Among NBFCs, what's your opinion on SKS Microfinance?

And, do you still think that Capital First has the best growth potential? Better than Bajaj Finserv?

Please reply.

Regards,

Dr. Bishan Basu

Anonymous said...

Sir
As Smart city plan goin to started which companies wil be beneficiary of these according to you. What way wil get benefit out of it. R there any opportunities.
Your valuable reply will be helpful for us.

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

PHOENIX LAMPS: Dear Arun sir , request your feedback abt Phoenix Lamps...
Basic stats Current PE 7... 52W L/H 79 / 177 CMP Rs 110... Dividend yield 11.6%

Current mkt cap Rs 300 Cr Annual sales Rs 370 Cr, mkt cap to book value 0.85. NPM 24%

Shobhit said...

Dear Arun,

Which is a better pick at curr. senario..
GSPL or Selan !!
Do you like any other stock from oil & gas segment.
I have a time horizon of 1 year..

Nikhil Sulge said...

sir, why gati is falling down even after good results.

Gunjan S Agarwal said...

Hello Arun,

Today I was researching Makers Laboratories and get to know that their promoters are same as IPCA Labs.

Are you doing research on this company? Do I see a good stock in the making. Your views?

Saadhika Narayanan said...

indian hume pipe
v-mart retail
gujarath automotive gears

sir please tell me your valuable views , thank you very nuch

Milu Sarangi said...

GUJARAT AUTOMOTIVE GEARS LTD: Dear Arun sir request your opinon on this co considering following stats:

Current PE 10... 52W L/H 180 / 414 CMP Rs 288...

Current mkt cap Rs 50 Cr Annual sales Rs 28 Cr, mkt cap to book value 1.7. NPM 18%

Anonymous said...

What is our view on j k tyre

Anonymous said...

Sir pl share u r view on idbi bank

Yogendra said...

Dear sir,

What is ur view on paushak at cmp ?

Sunitha Meka said...

Arunji, please give ur views on Ajanta Pharma Ltd. And Pitti Laminations after Q3 numbers. am holdind both. Regards

Rahul Kapoor said...

hello arun ji
pls update about galaxy entertainment
and share your views about richa ind.
for long term.

Arun Mukherjee said...

1)Pitti very interesting numbers.If it can sustain company will move much higher.Ajanta is a world class company which should continue to outperform.

2)Galaxy is a concept stock which either will give you 20rs loss or 100 bucks gain.Richa's order book is growing but not sure about management quality.

3)Paushak is a good microcap play which probably would be swallowed by a bigger entity at a higher price.

4)Why to even look at idbi bank?Concentrate on the amazing housing finance companies.

5)Not following jk tyre.Obama's car had goodyear tyres though.

6)Have seen guj gears.Got concerns about its high related party transcations.

7)Vmart has been a favorite of mine for long.Ind hume pipe is very lethargically managed entity.

8)Makers lab did nothing for years inspite of this ipca stuff.Let it deliver first.

9)Market expected superior numbers from GATI.

10)GSPL and selan cant be compared.Selan wont move till crude settles much higher.

11)Yet to find beneficiaries of smart city one.Will try to dig more.

12)Phoenix lamps a very conservative entity with no pricing power.

13)Dewan is a good one.Not sure about management.Sks is a different play and so are the others,not comparable.Repco,canfin,cap first my picks.

14)Some management issue lingers about shakti.Datamatics trying to scale up after many years.

15)Not fond of ifb agro.Hodgepodge business.

16)Ya was looking at Indian Terrain.A fantastic company with good brands.

17)Prefer united spirits and avanti in place of radico and waterbase.

18)Jai balaji is a dead story after govt took away its 11000crs of coal blocks.

19)My guys have replied about the app associates.

20)Kaveri,skf amazing business.Long term compounders.

21)Dont like any reliance tagged company.Not following nandan denim.

22)Highly bullish on mayur uniquoters from the lot.

Anonymous said...

Dear Arun sir I am interested in bank stocks like pnb,Bob,corp bank, kindly suggest which stock I should buy among these three stocks your valuable advice will boost my confidence once again would like to thank you about your views expressed on jk tyre n idbi bank god bless you

Gaurav Jain said...

Hi Arun,

Any idea on story of Zandu Realty?
Stock is running dirt cheap PE?

Gaurav

Anonymous said...

Can i buy freshtrop at current levels

Paritosh Shah said...

Hi arun, i know tv today is amazing story but its going nowhere for some time now. is it becoming passive investor's stock?

Anonymous said...

what is your view on tv today @215.do u think delay in digitisation is the reason for the fall in the stock

Anonymous said...

Dear sir any three stocks which will 3 To 4 times in 2 Years in anything if market any down

Anonymous said...

Hi sir,
your view on Associated Alcohol and Breweries Ltd.
Thanks..

sunilagarwal01 said...

Hi Arun
Marksans results will be declare on 7th feb . Your view on same and also 7th feb is Saturday . Any reason why it is declare on weekend and not weekday.
Thanks
Sunil

bhanu prakash said...

Sensex from 1979to 2018 one very 10 yr it is 6 time growing how far in2008 (21600---)to----2018 pl comment sir

Anil Setty said...

Arun,


May I know your view on Gruh Finance please?


Regards

Anil

Anonymous said...

Can you guide us about NILE q3 results were nothing good can be bought

Anonymous said...

kwality , snowman logistics

Anonymous said...

What is the difference between consolidated and standalone

Pavan Kumar said...

Hi Arun,

Have following your blog dialy and it's very impressive.

Based on the suggestion given by you, have bought Snowman Lostics 300 @102/-, after that snowman is not in a mood to cross 100 at all.

Please let me know how much time that i need to hold and uture of the share.

Thanks,
Pavan

Anonymous said...

what your estimation on Dion-global? result will be declare soon. can we hold it for 2 years from the current value? thank you for reply.

Anonymous said...

Hi Arun,

Any comments on the results of Nilkamal?

Anonymous said...

Pl share u r view on j&k bank n tata coffee

Anonymous said...

Hi, ur view on Rajoo engineers after good december quarter result?

Milu Sarangi said...

Dear Arun sir

Request your opinion on STERLITE TECHNOLOGIES.

bhanu murty said...

Hi Arun,
One observation is that after a few hits, your recommendations are becoming weak, after you tweeted that you gained the worth of your retirement, with Avanti and RSSoftware.....I know the recos are very strong companies, I am a long term investor, but you know, I think, the magic is missing. What do you say?

Utpal said...

Sir, REPCO,DCB & caplin point is daily falling,
Cap first is not moving.
please suggest your views on above.

srinivas said...

hi Arun, need your opinion on dhunseri investment and orient beverages.
thanks in advance.

sridhar said...

Hi Arun , One of your all time best counter come up with best numbers.

Srinivas Chintala said...

Hi Arun, Can I buy CIL NOVA PETROCHEMICALS for long term

Kunal Agarwal said...

Hi Arun,

Could you look at the company Mindteck India....good results and the management has cited excellent growth for future and is expecting huge orders from Goverenment of India and has also collaborated with top company in Singapore....

Sanchit Trehan said...

Hello aRUN,

is it recommended to buy Fluidomat AT 240? CMP 260 RIGHT NOW. Kindly Give me so light on this. It was 315 and came back to 260. what are its chances in the near future??

Anonymous said...

Arun what's your viewe on Astra Microwave it's finding difficul;t to breakout over 140-145 range? I halready have a position just want to know is it worth holding it for Long-term?

Anonymous said...

Sir, Your Old Recommendation capital first can be accumlated at this rates with a Long-Term view?

Anonymous said...

Does AVT Natural Products and Shemaroo Entertainment have potential to become future multibaggers? I know some fundamental Investors who are super bullish on this two and accumlating heavily?

Anonymous said...

Sir, Aimco Pesticides is standing strong in correction and not breaking the 66 Level's from last quarter result's. is it advisable to buy it at CMP?

Anonymous said...

Hi Arun sir, Need your opinion on SKM Eggs. They have posted very imppressive result in this quarter and also paying back the debts before time. I want to increase my holding in it which will bring my Purchase cost to 120-130Rs. range... Is it worth taking risk?

Ayan said...

HI Arun,

Can I buy SKM Egg Products at CMP.Its a monopoly which will do extremely well gng forward.

Tomar view ta bolo.

Thanks in advance

Ayan said...

Hi Arun,

Can I buy SKM Egg Products at CMP.Its a monopoly which will do extremely well gng forward.

Tomar view ta bolo.

Thanks in advance

Anonymous said...

Do you see any triger's for LMW to perform from CMP? Upto now its just moving in a rage QoQ... not makinng any big moves?

Dinesh Potdar said...

Arun Sir, ur opinion on Force motors & global offshore stocks. ....given 60-85 % profit...still good to hold or sell?

Anonymous said...

Sir how do you find Essel Propack for Long term ?

Supam Das said...

Buy dhanuka

Jayantha Shetty said...

Sir, What is your view on Dish Tv in contest with ICC world cup ahead. I have 1000 shares@62 and planning to sell 50% after world cup.

Yogendra said...

Dear sir,

What is ur view on TIL and paper product at cmp after q3 results.

Yogendra said...

Dear sir,

What is ur view on TIL and paper product at cmp after q3 results.

Anonymous said...

Sir your recommendation IFGL is down by nearly 30% from your recommendation price. One of unique case where all of your recommendation just fly in the Northward direction.... I believe it is fundamentally good one and Long-term story is very good. Just guide sir is this a good level to average it out or should wait for some more downside. Please mention the price where it can be averaged out?

Arun Mukherjee said...

1)Ifgl down 15% actually from my recommended price.Buy when it moves up.

2)TIL and paper products both should make wealth over the longer run.

3)Keep dish tv for next 5 years.

4)Essel propack will continue to make wealth at 20% cagr for coming 10 years.

5)I did recomend SKM at 7rs few years ago.Not sure about present prices.

6)Force,lmw,global offshore all good long term compounders.

7)Aimco looks good,watch out for dhanuka too.

8)Shemaroo has some management concerns.Avt is managed by very honest folks.Good long term play.

9)Yah capital first can be accumulated for long term returns.

10)Astra microwave i dont track that closely.Got huge potential though.

11)Fluidomat would be a good buy at 220-230 levels.

12)Not following mindteck and nova.

13)Yah Tv today came with great numbers.Should see a rerating now.

14)Orient beverage future depends on its coming quarter numbers.Why to even look at dhunseri investments?

15)Caplin point has moved from 65 to 650 in 2 years.You still need more?REpco is a 10 year pick and so is DCb.

16)Never suggested snowman,my pick remains shreyas shipping,tci,gati and kesar terminals.Balmer too should do well.

17)Dear bhanu,those companies have moved 20 times in last 2-3 years.So dont you feel you have started expecting too much?

18)Sterlite optical got a good long term future.

19)I dont like small companies going for FV split.Else would have bought truckloads of rajoo.

20)Not following jk bank anymore.Tata cofee is a good one but watch out for ccl products.

21)Nilkamal results were better than my expectation.I fail to understand about dion global.What made you buy it?

22)Nile lacks consistency and stock market loves certainty.

23)Gruhfinance highly overvalued but would always make money for coming 15 years.

24)Not following zandu realty.Go for poddar or godrej properties.

25)Usher and ujass both average companies.Go for better ones.

26)STAR is an amazing company with good long term potential.

27)Tv today just delivered awesome numbers.It will move big now.

SHV said...

how is nbcc at cmp

sunilagarwal01 said...

Hi Arun

Your view on marksans post results

Thanks
Sunil

Ravi kumar said...

Hi Arun can we buy GEI INDUSTRIAL SYSTEMS at current cmp, your view on Lippi systems

Manjunath S said...

Hi Arun,

What is your view on Alkali Metals & Future Retail?
Is it worth investing in these stocks?

ashok bhandari said...

Arunji, any advise about sharon biomedicine..the company has great fundamentals despite that it is going down. Also there has been some selling in strides arcolab. Do you recommend to hold both the shares?
Would you recommend your previous recommendations like kitex, premier explosives and kesar terminals at the current prices?

Sanchit Trehan said...

Dear Arun,

I have heard Excel Castronics is being bought by Adani Group at 50rs per share in august. Is it true? CMP at 28 rs. SHould i go for it?

Anonymous said...

sir, please your views on mangalam cement, lumax auto tech & kirloskar ferro.

Ravi kumar said...

Hi Arun, what is your view on Celestial Biolabs. I am from Hyderabad and I met some Medical Rep's of Celestial Biolabs, and also my uncle is a doctor, when I approached them to know the future growth of business, I got some valuable news.

1) Cadalmin GAe, Patented nutraceutical product is extracted from green algae is used for the treatment of all kinds of Joint pains and arthritis, it is a natural product and it has not reported any side effects. Medical Rep's said India has 15%-20% people i.e. over 180-250 million suffering with Arthritis and due to increase in Software and computer jobs and modern lifestyle is also adding lot of people between 25-35 years every year. So Rep's are very confident and said that the sales of Cadalmin GAe is increasing very rapidly and the most interesting thing is that it is a natural marine bioactive anti-inflammatory ingredient extracted from macro algae and it has no side effects when compared to other products from competitors and also it is available at 1/3rd price of the conventional synthetic medicine. Now a days a lot of doctors are prescribing Cadalmin GAe to people suffering from arthritis, lumbago, gout, rheumatoid arthritis, lower backache and sciatica, etc...

2) The most interesting fact is that Celestial Bio-labs through its in-house research on the anti-diabetic activities of macro algal bio-active compounds in 'Streptozotocin' induced diabetic models that had shown to be very safe from acute and chronic toxity. The company is in process of launching the natural sea based 100% vegetarian Anti-Diabetic product in April 2015. The Medical Reps are very confident that the Anti-diabetic product will bring a lot of cash flow to the company in 1-2 years as Celestial Bio-labs is mostly doing business in the ares where Diabetis is a common problem, In South India Diabetis is a big health problem and due to modern lifestyle and food habits a lot of new diabetic patients are adding every year. Anti-diabetic Drugs tops India's Pharma Sales every year and The Anti-diabetic Product which Celestial is realeasing on April, 2015 is a natural product and already doctors are very interested on it.

Ravi kumar said...
This comment has been removed by the author.
Ravi kumar said...

Hi Arun, what is your view on Celestial Biolabs. I am from Hyderabad and I met some Medical Rep's of Celestial Biolabs, and also my uncle is a doctor, when I approached them to know the future growth of business, I got some valuable news.

1) Cadalmin GAe, Patented nutraceutical product is extracted from green algae is used for the treatment of all kinds of Joint pains and arthritis, it is a natural product and it has not reported any side effects. Medical Rep's said India has 15%-20% people i.e. over 180-250 million suffering with Arthritis and due to increase in Software and computer jobs and modern lifestyle is also adding lot of people between 25-35 years every year. So Rep's are very confident and said that the sales of Cadalmin GAe is increasing very rapidly and the most interesting thing is that it is a natural marine bioactive anti-inflammatory ingredient extracted from macro algae and it has no side effects when compared to other products from competitors and also it is available at 1/3rd price of the conventional synthetic medicine. Now a days a lot of doctors are prescribing Cadalmin GAe to people suffering from arthritis, lumbago, gout, rheumatoid arthritis, lower backache and sciatica, etc...

Ravi kumar said...

2) The most interesting fact is that Celestial Bio-labs through its in-house research on the anti-diabetic activities of macro algal bio-active compounds in 'Streptozotocin' induced diabetic models that had shown to be very safe from acute and chronic toxity. The company is in process of launching the natural sea based 100% vegetarian Anti-Diabetic product in April 2015. The Medical Reps are very confident that the Anti-diabetic product will bring a lot of cash flow to the company in 1-2 years as Celestial Bio-labs is mostly doing business in the ares where Diabetis is a common problem, In South India Diabetis is a big health problem and due to modern lifestyle and food habits a lot of new diabetic patients are adding every year. Anti-diabetic Drugs tops India's Pharma Sales every year and The Anti-diabetic Product which Celestial is realeasing on April, 2015 is a natural product and already doctors are very interested on it.

Ravi kumar said...


3) Celestial Biolab's herbal proprietary products such are Biovita, Cel-Digest, Bioliv, O-KOF, Trem Plus, Cel-clear etc are making lot of business already and increasing their share in the markets.

4) The Environmental friendly enzymes developed by Celestial are being used in various industrial segments. The products range from Food enzymes for baking,Sugar Industries, distillery, Food Processing, enzymes for Fish & Poultry feed, textile technology, pharma and detergents.

5) It had also developed bioinformatics tools such as CELSUITE,Cel Tox, DNA Kutter,Gene Annoator, PDC Database which are helpful for new drug discovery programmes. A lot of companies are customers for Celestial Bio-informatic tools.

Anonymous said...

Sir,
I have richa industries @40 and narmada geletin@235 and nilkamal@480.
Sir plz guide me whether to hold it or not.
And plz sugests me some stocks for the longtern

Anonymous said...

Sir, Your views on NIIT ltd and deepak fertilisers?

Anonymous said...

Hello,
What's your view on
Jbf ind
Tourism finance
FIEM ind

Ashish Patel said...

hi arun...
i have persistant,talwalkars, fed bank,essel propack,nath bio-genes, nath seeds, agritech india, jk bank, videocon ind(large chunk), dr datson labs,suzlone, guj nre coke, asian electonics, hcc, punj lloyds, l&t, and Infosys.... share some views on this port folio..give some suggestions on nath, video, nre n others..
thanks

SauriN PateL said...

Wts wrong with asian granito? ?
Can I buy for avg??

vishal said...

SIR, ur views on intrasoft technologies

Anonymous said...

Pl share u r view on ITC n subros is it worth to buy theses two stocks at this level

Vimal said...

Hi ur view on DHP India now?

SauriN PateL said...

National fitting can I buy??

mahendra bagaria said...

Sir your views on CRISIL for long term.

Anonymous said...

Arun ji
Your comments on Associated Alcohol and Breweries

Anonymous said...

Hi Arun
What is your view on Vinati Organics with CMP 530?
Thanks

Rahul Kapoor said...

Hi arun,

please share your views about Dcb bank and kopran for long term.
thnks

PRATIKJAIN said...

sir , wht happened to ur app. we are waiting eagerly....iske chakkar mein apne reccomendation deni band kar di.
plz provide update

Milu Sarangi said...

AVANTI FEEDS : Dear Arun sir request your opinion considering foll basic stats...
current PE 12... 52 week L/ H 343 / 2125 ... CMP 1500...

Current mkt cap ~ Rs 1600 Cr, Annual sales Rs 1130 Cr, Mkt cap to sales ratio 1.4 tms. NPM 6.2%...

Tot standalone assets of Rs 225 Cr debt Rs 53 Cr ... TTM EPS of Rs .120

Anonymous said...

Can i buy freshtrop fruit at current levels

Sandeep A said...

Sir, can i enter in Sanghi industries at current price? Also can you please provide input for results of Shree Hari

Anonymous said...

Hi Arun,

Fluidomat numbers look pretty disappointing for me. Please share your thoughts.

Anonymous said...

Sir, How is Transformers & Rectifiers India for Long term?

Anonymous said...

Arun, Can Talbros Auto became a multibagger in the coming future?

Jayantha Shetty said...

Sir,
What is your view on Repro India.

Anonymous said...

Sir pl share u r view on unichemlabs

Anonymous said...

Can I buy provogue at current level pl guide me

Paritosh Shah said...

hi, no update in your blog for almost a month now. won't you recommend any new stocks which you did for years so brilliantly?

Kunal Agarwal said...

Hi Arun,

Please if you could suggest whether a fresh buy can be made in the following stocks? I want to make a core portfolio buying them.

1) Asian Granito

2) Mold-Tek Packaging

3) Mindteck

4) Sunil-hi tech Engineers.

If you could also tell me about their future CAGR and growth prospects..



Suranjan Sarkar said...

Arun,

What's your view on Galaxy Entertainment after Q3 result? The result looks good to me but the scrip looks like in a lot of selling pressure. Am I missing something?

Arun Mukherjee said...

1)NBCC is a great company to be in for the longer haul.

2)Marksans should continue to surprise for the coming few quarters.

3)Lippi lacks consistency and same can be said about gei.

4)Not following either alkali or future group companies.

5)Sharon bio medicine is a time bomb waiting to get blasted anytime now.A nothing company which never made a single rupee from its operations in the last 10 years.A sell at any levels.

5)Shreyas should continue to have dream time for some more time.

6)Not following excel castronics.

7)Not following kirloskar ferro but lumax and mangalam cement should continue to outperform.

8)I have seen celestial labs and that looked quite an intetesting company.Would try to dig more about it.

9)NIIT is an amazing buy at present levels.Prefer dhanuka over deepak.

10)FIEM is a good potential counter with its LED products.TFCI should fetch good valued if disinvested.

11)Hard to assign a value for ecommerce led companies including intrasoft.When I met them in 2008,was a pure greetings card online business.

12)ITC is an asset like gold and should be kept for your childrens.Subros is one heck of an auto anciliary play with great potential.

13)DHP was picked by me at 30 bucks.Need to see if it can scale up its business.

14)Crisil is a long term buy.Not following national fittings.

15)Vinati is a 100 bagger in past 6 years.Can be a tripler in coming 5 years.

16)DCB is a good private banking play.Kopran remained nowhere for 50 years.Let see if it can change its growth trajectory.

17)All my time is getting occupied coz of the APP testing.Recruited 9 fellows yet the workload is immense.App to be launched anyday now.

18)Avanti been a 10 bagger in last 2 years for me.Should continue to outperform.

19)Freshtrop is led by a 75 year MD.Kahi mar jaye to kya hoga?Am not sure about itsb foundation plan.

20)Sanghi would have a great 5 years ahead.Can go for it.

21)If L&T disappoints,which is more of a barometer of economy,how can tiny companies like fluidomat perform?In any case numbers were average but this remains one of my hot favorites since 50 bucks.They have an order book of around 40crs for next 12-18 months.Next year should be great.

22)Unichem and repro comes with good prospects.Transformers would start to do well once the economy picks up.

23)Galaxy is a concept play which is played by operators.THough deserves a highe valuations.Core numbers were great.

24)IFGl came with numbers which were higher than my expectations.Its set to do operational wonders in the coming couple of years.

25)Asso alcohols is a decent company but somehow not getting connected to its management.Check if you can help me in a management interaction with the company.

Anonymous said...

Give ur valuable suggestion on MOREPEN LAB for long periodsotime 2 year.

jiten sheet said...

Arun ji , please brief on sparc after the us fda approval, and when will the company start to pay dividend.And are there some more products in the pipeline and do you have any targets, I have been holding since last 7 yrs.

jiten sheet said...

Sir, would like to know the module in which the reliance brothers have spoiled the party in two cases what does message it gives to small investors and they getting trapped like mukesh did in tv 18 and anil did in pipava def, am trapped in both, what shall be done of this kind of stocks

UDDIPAN SARKAR said...

Sir,
what is your view on pochiraju industries...

anand maheshwari said...

Sir im small investor pls suggest 5 stocks for sip which will help in my daughter marriage after 12 years.

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