Tuesday, 2 December 2014

WE LOVE BRANDS ----- WHEN WE TALK ABOUT DENIM AND E-COMMERCE STORY ONLY ONE NAME COMES TO MIND "ARVIND LIMITED"

Arvind Brands
Arvind is amongst a few organizations worldwide with a portfolio of brands that are as distinctive and relevant across diverse consumers. At Arvind, brands work across multiple channels, price points and consumer segments. The expanse of the Arvind brandscape is spread across the Indian market with around 273 standalone brand stores in addition to 975 counters selling through key accounts and multibrand outlets across India.
Own BrandsLicensened BrandsJoint Venture Brands
MainstreamBridge to LuxuryBridge to Luxury
Excalibur GantU.S.A. 1949Tommy Hilfiger
Flying MachineEnergie
PopularPremium
Ruf & TufUSPA
New Port UniversityArrow
Izod
Popular
Cherokee
Mossimo

















 E-Commerce
An initiative that houses all of Arvind’s ecommerce initiatives, Arvind Internet Ltd (AIL) is an entity that epitomizes smart shopping in a world that is defined by the internet and technology. A melting pot of talent, AIL’s play boasts of a number of ecommerce professionals who have been a part of the industry since its nascent stage. With its first initiative, Creyate, revolutionising fashion globally, AIL also has a major launch lined up next year.
Fashion, technology and Arvind’s manufacturing might are brought to your fingertips in the all new website Creyate. A very twenty first century solution to the age old problem of mass produced, not-quite-rightly fitted clothes, Creyate allows you to put your unique measurements to design and make high quality, fashionable clothes that aren’t just made for you. They’re made by you. Whether it’s shirts, chinos or denims you’re after or details like your initials on cuffs or no details at all, Creyate puts you in the centre of the manufacturing process, so you get exactly what you want.


Saturday, 29 November 2014

SEBI Regulations - Discontinuance of Detailed Stock Specific Analysis




SEBI has notified certain guidelines on 1st Sept 2014 called as : SECURITIES AND EXCHANGE BOARD OF INDIA (RESEARCH ANALYSTS) REGULATIONS, 2014. These regulations will go into effect 90 days from their publication in the official gazette.



The new regulations are a step in the right direction, seeking to safeguard investors from manipulative research reports.



While the author of this blog is just a passionate investor & not a research analyst, it does however appear that the scope of the new regulations covers blogs such as this one. 



Over the last couple of years this author has generally refrained from giving explicit calls, rather, he has presented the facts, explained why the stock idea merits attention, and requested that the reader should research the stock further & take an appropriate call based on his/her own conviction in the stock idea. He has also unfailingly disclosed his interest in the stock, in the Disclosure/Disclaimer section.



As the author is simply an enthusiastic & passionate investor, and has no pretensions/aspirations of being a qualified research analyst, he is not of the mind (at the moment at least) to accredit himself as a research analyst.



Hence, in keeping with the spirit & letter of the new regulations, the author will refrain from any detailed stock specific analysis in future.



This will be the case at least until it is clarified - if at all - either that 


  • Blogs such as this one are not within the scope of the new regulations, or
  • Simply covering an idea with an explanation on why the idea merits investor attention is not within the scope of the new regulations

Thanks to those of you who have written in with some kind words from time to time, and wishing all of you a fruitful investing career.

Thursday, 20 November 2014

Can Be Dark Horse ----- "Ram Ratna Wires Limited" Bse Code - 522281 Study It


As U Know We Like Brands RR KABEL Well Known Brand in Cables Industry. Please Study The Company Of Your Own.  Visits its website  www.ramratna.com








Sunday, 16 November 2014

INVESTMENT PICK- "Mcleod Russel" is the world's largest producer of Tea

India wakes up with tea every morning. It is the drink that enlivens, energises and rejuvenates the mind and the body. It is the drink that binds people across cultures. This is why Eveready has lined up a wide range of tea blends to match the needs of a diverse tea-drinking nation and the different "tea cultures" that are an integral part of the country’s socio-cultural fabric.
Eveready, the group Company of the largest bulk tea producer in the world, McLeod Russel India Limited,  A member of The Williamson Magor Group, markets and distributes packaged tea across the nation.
From the valleys of Assam to the hills of Darjeeling, our promise of bringing the freshness and strength to each cup of tea can be experienced in the brew of all our brands.
The superior quality is a result of meticulous process that involves skilled selection of tea leaves based on expertise in tea tasting and understanding of Consumer needs. Eveready today has offerings worthy of the name of Williamson and Magor as well as Eveready Industries India Ltd. - Eveready Premium Gold, Eveready Tez Premium, Eveready Tez Red  and Eveready Jaago. Brands, which satisfy the diverse moods of the tea drinker.



Tuesday, 11 November 2014

New Hidden Gems ......... IFB AGRO and UJAAS ENERGY Big Stories In Making

Jai Shree Shyam!!!
IFB Agro one of the Largest Exporter of Sea Food Overseas .... and Prominent Player in Distillery Space. IFB Agro trading at Just 8 P/E with EPS of  Rs.48 per share. In comparison to Avanti Feeds it still under valued. Avanti Feeds Trading at 21 P/E. Biggest Player Dolly Khanna also holds good chunk in both the stocks. Our Tgt 600/750+ in short to medium term.  

Ujaas Energy Every one knows if we have to make NAMO's Dream Successful MAKE IN INDIA. We have to provide 24 Hrs electricity to Power Sector. Renewable Energy Will play a Super Role in that. UJAAS ENERGY u all know biggest and well known brand in Solar Energy.We are very bullish on this counter. Must Visit Its website...  www.ujaas.com 








Sunday, 21 September 2014

Big Stories in Making ..... Recommended to paid clients at Rs.18 now it near Rs.70 ..... Freshtrop Fruits we see stock may hit Rs.90/120 soon sl Rs.52 and Next stories Hint Given

Why to Buy – A food processing giant in making Freshtrop, is one of the biggest fresh fruits exporters of india, and a fast growing non – alcoholic food processing beverage maker, led by an IITian with “proven” excellent business acumen. The promoters have increased stake in the company from less than 44.99% in 2010 to 55.47% currently. Part of the promoter increase was done by warrants to promoters. The upfront payment helped in capex they had planned to start their food processing business. This was a smart move. They took the difficult decision of diluting a bit of equity to avoid raising too much of debt (which in any case was difficult to come by) in those difficult time. Remember that time was particularly difficult because not only the interest rates were high, India’s growth had started tanking and to top it all, the European ban had already put a huge pressure on bottomline. Rather than dropping the plan to open the food processing division, they took the warrants route as they knew de-risking of food exports business was essential and food beverage gave it a natural backward integration. This proves that the management of this company is not only agile and smart strategist but also a good capital allocator. With their recent decision to outsource packing warehouse to fuel expansion they have increased my belief in their capital allocation skills. They have 4 packaging warehouses but the management has decided to opt for asset light model moving forward (as it would dramatically improve the bottomline by avoiding any capex led expansion). Firstly, since the fresh fruits division is seasonal, they have the problem of utilizing their warehouses throughout the year (it can be kept professionally utilized only for a few months in a year). With things improving they have re-started paying dividends also, with a healthy payout ratio of more than 27%. The company would become debt-free (minus delivery credit) and without any capex in near future the company’s bottomline will improve significantly and that will in-turn boost the dividend payout. The company’s food processing division has also turned around and according to the management will now sustainably churn profits. They are so confident about their prospects that they have declared in their Annual Reports that this year they would be growing at 50% in their bottomline. In my interaction with the management, they even indicated that for next two years, growth of around 50% is amlost a given, so their bottomline will grow 50% for next two years atleast. This is really good. No wonder the company posted a first quarter profit that was more than the entire last year’s profit, infact 20% more than entire last year’s profit. The company has also started generating good cash flows now. The only sore point was the inconsistent bottomline in its food processing business and now in my interaction with company management they have indicated that the losses in food division is a thing of past and there should not be any losses in future. This could be a huge trigger. With other food processing companies saddled with Debt and trading at PE of 25-45, this company, that would be debt free this year, easily expected to grow more than 50% for next two years, having a payout of more than 27%, hereon growing in an asset light model, led by an IITs who is an excellent capital allocator and one of the biggest company in its area, is available at a PE of less than 8. The growth and PE is just going to expand from here on.
The management’s smart strategist acumen was tested very recently where there was a hail storm in maharashtra, but to investor’s delight, the management’s de-risking strategies played here and there was no effect of hail storm on the stock. Infact, the company posted best ever quarterly topline and bottomline numbers.
Technicals: The stock is looking very strong and is near its long term resistance of 65rs. But this time its looking all set to break this resistance and above this resistance the stock will become very strong and would quickly test its all time high of rs90. Beyond that it will fly once again.
Note:
1. Most of the material posted here is a result of my interaction with the management
2. Business is seasonal in nature, so 75% of earnings come in Q1 and Q4.
Remember, a smart first generation entrepreneur is the surest ticket to success.

















Friday, 12 September 2014

Rocket Story --- Premier Explosives Ltd (526247) Short Term Target 300+

What is common in stocks like Hawkins India ,Cera Sanitary,Wimplast,Selan Exploration,Manjushree Technopack,RS Software ,TTK Prestige ..etc.The obvious answer from an ordinary retail investor may be – “ All these stocks turned as  multi baggers in past 2-3 years” . But for someone with some academic interest in stocks and spending some time to explore ,it is easy to find out the presence of a common name in the public share holding of all these stocks ie, the name of  Dolly Khanna.
But now ,this week let us look into one stock in which she entered only recently or may be still in the process of accumulating. Premier Explosives Ltd. she picked up 1.13 lac shares of the company at a price of Rs.161 recently. Company is doing very good and having bright future. We r very bullish on this counter.


Monday, 8 September 2014

Oil and Gas Sector of New Bull Run -- We r very Bullish on OIL INDIA soon 4 digits

Hi Guys you know us we r known for our delivery picks. Last week we came with report on Tyre sector results in front of you. This time we are focusing Oil and Gas sector. As you all aware till October starting Government have to take decision on Gas Pricing which will give boost to Oil & Gas sector. Brent Crude today below 100$ after 2013. Which is very good for our economy. Subsidy burden also came down on upstream companies like Ongc and Oil India with the fall in Brent crude prices and Governments policy on petrol and diesel, We are very positive that Government may take decision on Gas Pricing. We like to bet on Oil India with Target 900/1200 with in 18 months time.