Friday, 11 May 2018

WE PREDICTED NIFTY ALMOST RIGHT @ 9980 ON 23rd March 2018 NOW NIFTY @ 10800+ .......... STRONG BRANDS AND CONSUMPTION BASED STOCKS IN FOCUS

STOCKS TO WATCH FOR COMING DAYS
BASED ON CONSUMPTION THEME


#BATA
#VOLTAS
#UNITED SPIRITS LIMITED
#SHALIMAR PAINTS

#BATA LOOKS ATTRACTIVE

#VOLTAS LOOKS ATTRACTIVE

# UNITED SPIRITS LIMITED




Shalimar Paints Ltd (TAKEOVER CANDIDATE) 

Traded in:Nse-bse

Cmp:Rs.140
Target:Rs.225-300
Duration:12-15 Months


Story: If you see the paints sector, there are five major players there.
 #The largest, of course, is Asian Paints ,which does a turnover of close to Rs 15410 crore and commands a market cap of Rs 101005 crore.
Then comes Nerolac Paints, Berger Paints, Akzo nobel india and Shalimar Paints. If you see the valuation of these companies, there is a huge valuation gap between the fourth and the fifth largest player, even though there may not be such huge differences in the size of their business.
#Berger does a turnover of Rs 4100  crore and has a market cap of Rs 23000 crore, while #Akzo nobel India does a turnover of close to Rs 2687 crore and has got a market cap of Rs 8375 crore.

#Shalimar does a turnover of close to Rs 415 crore and has a market cap of just Rs 286 crore. There is a huge valuation gap between the fourth and the fifth largest player in the sector, which I believe should narrow down. Not many people are aware of the fact that this is a company, which belongs to the Delhi-based Jindal group. This is a 100-year-old company, which was acquired by the Jindal's along with an NRI investor in 1989. Since the company is 100 years old, it is sitting on assets, which are valued at historical cost.
Ø *The replacement value of the assets would be many times more than the market cap of the stock, which is at the number one position.
Ø *Secondly, the huge differential in the market cap, which is there between the fourth and the fifth largest player will narrow down.
Ø *Takeover Candidate. All other Paint companies having huge cash in books looking for buyout.
Ø *Raw material prices at lower levels may push Margins.

At the current price of Rs 151, one does not have much to lose in this stock, but if one hopes that the profit margins will improve in the near future, which the management is confident of, then one can see a much higher market cap for this stock. Added bonanza can be the news of promoters looking to sell partly a stake to strategic investors/paints majors-reasons can be anything but the shareholders tends to gain the most if that happens at all. Paint behemoths like Asian Paints and Berger paints have shown huge interest in the company. This is the sector which has been growing massively over the last 20-25 years. If any takeover or stake sell happens expect a minimum price of 225-300 Rs for the counter. So both on the fundamentals and on the speculation front Shalimar point provides ample spice to make some good bucks on.

CONSUMPTION IS BIGGEST STORY IN INDIA !!!!!!


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Monday, 9 April 2018

NEW STOCK WILL BE ISSUED TOMORROW FOR INVESTORS ONLY ............... JAI SHREE SHYAM !!!!!!!!!!!


*6 STOCKS PICKED BASED ON CONSUMPTION* GIVING 10-15% RETURN NOW 

💪💪💪💪💪💪💪🇮🇳

*Quick Heal* 270 to 315

*Maruti* 8650 to 9300 

*TATA MOTORS* 334 to 372 

*Mcdowells* 2980 to 3350 

*JUBILANT FOOD* 1960 to 2450 

*IFB AGRO* 550 to 822 

SUPERBHIDDENGEMS 
SUPERBHIDDENGEMS 
SUPERBHIDDENGEMS 

💪  *SOLID FUNDAMENTAL RESEARCH BASED ON VALUATIONS & CONSUMPTION THEME*

⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️

*INDIA HAVE HUGE CONSUMPTION STORY* 

✅✅✅✅✅ *ONLY EYE ON 🇮🇳 CONSUMPTION 💥 BOOM* 

# AUTO
# AIRLINES 
# HOUSING 
# FOOD 
# CLOTHES
# FINANCE 
# GLASS 
# PLYWOOD
# PAINT 
# CEMENT 
# INFRA 
# STEEL 
# NEXT GENERATION IT
# AGRO PRODUCTS
# BUILDING MATERIAL
# AUTO ANCILLARY 

MANY MORE 

✅✅✅✅✅ *MARK MY WORDS INVESTMENT IN QUALITY ALWAYS PAYS YOU TODAY OR TOMORROW* 

Http://www.t.me/SUPERBHIDDENGEMS 


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@SUPERBHIDDENGEMS

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Friday, 23 March 2018

ALL INVESTORS MADE HUGE MONEY IN MODI JI 4 YEARS TILL DATE............... 6700 TO 11100+........ 2019 ALSO LOOKS CLEAR FOR MODI JI WITH HUGE MARGIN WHICH CAN OPEN GATES FOR MARKETS TILL 13500+ LEVEL

ALL INVESTORS ASK ME IS IT RIGHT TIME TO INVEST???

YES!!!!!!!

IF U R INVESTOR BUY QUALITY STOCKS WITH 2-3 YEARS PROSPECTIVE NEAR 9800-9860 OR @ CURRENT LEVELS 

NEXT QUESTION THEY ASK WHAT TO BUY??
BUY CONSUMPTION STOCKS 
MANY GOOD STOCKS AVAILABLE AT ATTRACTIVE VALUATIONS.

PLEASE AVOID SMALLCAP STOCKS

ONE STOCK I GIVE YOU .............. STUDY QUICK HEAL ( GREAT STORY ) 




JAI HO!!!! 

2019 ALSO LOOKS CLEAR FOR MODI JI WITH HUGE MARGIN WHICH CAN OPEN GATES FOR MARKETS TILL 13500+ LEVEL


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Saturday, 17 February 2018

INVESTING IN FUNDAMENTALLY SOLID COMPANIES GIVES YOU MORE CONFIDENCE

STARTING NEW VENTURE BY NEW FINANCIAL YEAR 

PORTFOLIO BUILDING 
FIRST STOCK WE PICKED FOR PORTFOLIO BUILDING


The company deals with fertilizers like ureaDiammonium phosphate, granulated fertilizers, liquid fertilizers, soil conditioners, Muriate of potash, soil micronutrients, speciality fertilizers, food grade Ammonium bicarbonate, industrial chemicals like Sulphuric acid and Sulphonated granulated fertilizers. The marketing offices of MCF are located in KarnatakaKeralaTamil NaduAndhra PradeshTelangana and Maharashtra.

Story:Mangalore Chemicals and Fertilizers has a 1,100 tonne per day urea plant that is about 380,000 per year, and about 800,000 tonne per day complex fertilizer plant with captive 35 megawatt power generation capacity. The equity base is very low for the company at Rs 120 crore and the company EXPECTED to posted an EPS of about Rs 5.50 for the FY2018.Apart from that, the company has huge surplus land at Mangalore.

If you take the western coast, there are no large fertilizer plants in Karnataka or beyond. In Goa you have Zuari Agro, in Maharashtra, you have RCF. The combination of urea and complex fertilizers is seen in very few like with Tata Chemicals and GSFC. In general, either you have a standalone urea manufacturer like Indo-Gulf, Chambal Fertilizer, or you have a standalone complex fertilizer maker like Coromandel International. 

But this is a combination of both which in today's time, makes it a very interesting play.
 So again this is a very interesting play available in the fertilizer space. A combination of all this makes it a good buy. But one has to keep a view of 12 to 18 months on the stock. Our Target Rs. 150+ double from current Valuations.



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Tuesday, 16 January 2018

OUR PENNY STOCK URJA GLOBAL Rs. 1 TO Rs. 10+ BOOKED 75% .............. NOW ADDED ONE OF THE LEADING REAL ESTATE COMPANY "CHD DEVELOPERS LIMITED" AT CURRENT VALUATIONS ........... EXPECTING Rs.50+ TARGET IN 9-15 MONTHS

Scripscan:CHD Developers Ltd
CMP: Rs.16
Code:526917


CHD Developers Ltd is one of the leading real estate developers in North India that specializes in commercial as well as residential segments. The Group is known for its design ingenuity, superior quality, professionalism and on-time delivery. It has expanded into the creation of world-class commercial offices, residential townships, retail complexes, office cum retail projects and hotels. The Group also aspires and aims to continue the development and delivery of outstanding IT Parks, commercial complexes and futuristic townships of international standards. The Group has constructed over one million square feet area of projects in the premium and upscale vicinities of Vrindavan, Haridwar, Karnal which have been some of the pioneering works in the city.

FINANCIAL PERFORMANCE
COMPANY DELIVERED GOOD PERFORMANCE EVEN IN UNFAVORABLE ENVIRONMENT.


SALES Rs.151Cr
PROFIT Rs. 5.81 Cr
EPS Rs.0.63 PER SHARE
STOCK P/E 26
INDUSTRY P/E 90
PROMOTER HOLDING 70.32%
MCAP 178 Cr

INVESTMENT RATIONAL
Real estate sector to perform well in coming years. We find this Stock available at Comforting Valuations. QUALITY Management & Superb Vision ...... Strong Performance delivered by the company Even in Unfavorable Environment. 

ADDED CHD DEVELOPERS LIMITED EXPECTING Rs.50+ TARGET IN 9-15 MONTHS  

STUDY IT!!!!!

URJA GLOBAL DELIVERED 10X RETURN TO ALL MY FRIENDS AND FOLLOWERS.
BOOK URJA GLOBAL ......... WE BOOKED 75%











Wednesday, 3 January 2018

GOVERNMENT FOCUSING TO DOUBLE FARMERS INCOME BY 2022 :::::::::::: ZUARI AGRO CHEMICALS LIMTED (ZUARI is a single-window agricultural solution provider.)

# INCREASE QUALITY OF SOIL
#PROPER IRRIGATION FACILITIES
# USING BETTER FERTILIZER
# USING HY-BREED SEEDS
#PROPER USE OF ORGANIC CHEMICALS
# USING TIMELY CROP PROTECTION PRODUCTS
#FOCUSING TO INCREASE YIELD PER ACRE USING ABOVE STEPS

ZUARI AGRO CHEMICALS LIMTED 
(ONE STOP SOLUTION)
                                 
Zuari is a single-window agricultural solution provider. They partner with Indian   farmers for progress and prosperity. It enables agricultural self-sufficiency and economic independence by providing fertilisers that are both affordable and effective.
Zuari’s operations are spread across five key marketing areas. The company has a manufacturing facility at Goa, with four plants, dedicated to manufacturing urea, DAP and NPK based fertilizers. Their wide variety and reach has enabled to diversify into additional sectors like furniture, oil tanking, seeds, and investments, apart from agricultural inputs. Zuari Agro owns 20-23% Market share in Agriculture chemicals industry. 

                          

 Products 

The products of Zuari Agro Chemicals Limited are manufactured keeping in mind the varied needs of the Indian farmer. The company produces high quality complex fertilisers and urea for crop use. All products are marketed under our brand - Jai Kisaan, which has gone on to become a household name amongst the farming community.

FERTILIZERS
ORGANIC MANURE
SPECIALTY FERTILIZERS & SEEDS
MICRO NUTRIENTS 

INVESTMENT RATIONAL

COMPANY TURNING OUT FROM LAST 5-6 QTRS. 
SALES 6405 Cr
EBITA 465 Cr

CORPORATE VIDEO


STUDY IT ........ LOOKS GOOD FOR INVESTMENT FOR MEDIUM TERM TARGET 750/900+ CMP Rs. 548 















Tuesday, 26 December 2017

STOCKS FOR 2018 -------- ELECTROSTEEL CASTING LIMITED (TURNAROUND STORY) & INDIAN ACRYLICS LIMITED



ELECTROSTEEL CASTING LIMITED 
(TURNAROUND STORY) 
CMP Rs. 34-34.50 SL 28 TGT 48-60+

Electrosteel Castings company has seen glorious days as a ductile iron pipe pioneer. Then, it attempted to integrate backwards, added debt and lost its way. There could now be the semblance of a comeback . Ebit was the highest ever in the second quarter across the past five; trough of Rs 54 crore rising to Rs 88 crore. Net profit rose from an average of Rs 14 crore a quarter across four quarters to Rs 32 crore during the last quarter. Net interest declined from the late thirties to Rs 26 crore in the space of a single quarter. There are really only two triggers here: How the company strengthens the top line and how it can moderate its interest outflow. If the company gets it right here, this could be the start of a new chapter.


Indian Acrylics Ltd
cmp:19
Code:514165


 The company belongs to Steel Strips Group and the promoters have incresed stake recently by 5% by buying from the open market..
They have also set up a Export House in Spain to increse their exports...

Acrylic Fibre Industry has taken a big U-Turn in current year. Acrylic Fibre is mainly used for clothes and Acrylic Yarn produced from Acrylic Fibre is warm to manufacture Sweaters, Scarves, T-Shirts, Kids Clothes, Mufflers, Jogging Suits, Socks etc. Its other use for Household Segments for manufacturing Carpets, Blankets, Rugs etc.


The Company:
Indian Acrylics Ltd is the largest and most efficient acrylic fiber manufacturer of India and an important player in the global industry with exports to Asia, Europe and the Middle East.
They are producing dry spun acrylic fiber since 1993. Production facility is located at Harkishanpura, District Sangrur, Punjab, India and has a capacity of 42000 mt p.a. and 5400 mt p.a.
IAL earns almost its 70% revenue from exports.
Understanding the Product Category:
Acrylic fiber market globally is Growing. Acrylic fiber market is a subsidiary to clothes | fashion industry and it shows similar trends. Indian market of acrylic fiber too is stagnant for last few years but with higher GDP growth this year compared to last few years hopes are high.
As an industry Acrylic fiber is heavily dependent on crude prices. This is more true for India as Indian company generally imports all raw materiel from crude and its derivative suppliers across the world.
All Indian companies hence experience very fluctuating operating margin depending on the crude prices.
Its been observed that the price difference has an delayed effect of around 3-9 months on the Acrylic fiber companies operating profit margins. Clearly due to raw materiel storage and price commitments made earlier than a crude price fluctuation.

Fundamentals:
 550 cr turnover, leader in its segment company is priced only Rs. 19. EPS for full financial year 2016-2017 Rs.1.52 per Share .....Currently trading at 12x

CMP Rs.19.50 SL 13 TGT 35+