Donear Industries Limited CMP Rs.- 16.6
Company Background
Donear Industries was promoted by Vishwanath Agarwal in the year of 1977. The Company is manufacturer of fabrics having its own brand name “Donear” and also trading in garments under the brand name of "D' Cot” value retail chain. The Company has manufacturing facilities located at Silvassa and Surat. Company has invested Rs.500 crores for backward integration to set up of world class production capacity and design studio in Surat and floating D'Cot retail chain in 2007-09. It has one of the best process house in textile industries in India. With its three decades of expertise in the textile industry it has flourished into one of the largest textile–business enterprise in India and became a household name along with other top Indian textile brands. One of the top ten well–known brands in India in its product category. Donear primarily caters to the middle and the premium segments with high quality apparel fabrics that are woven with natural fiber, synthetic fiber and its various blends. Products from their own manufacturing house, produced from LA (liquid ammonia) machines. It produces zero wrinkle product of high end cotton for the bottom and top wear. The company is engaged in the manufacture of fabrics like Suiting, Trouser & Shirting created by Donear in a wide variety and range meant for Menswear & Womenswear. As a brand, Donear has succeeded by maintaining pace with the changing demands of the local and global fashion trends, and primarily due to the innovative approach in continuously developing newer products, using latest technology along with highly–skilled workforce, and strong logistics.
High quality fabrics created by Donear have steadily captured the domestic textile markets as a result of its well–planned and expanding sales network consisting of 300 D'Cot retail outlets, 44 Agents, 290 Wholesalers and 12000 Retailers, that are spread in all the 29 States & 7 Union Territories of India. Donear is also supplying fabric to the top 40 garment brands nationally and internationally also exporting to 18 countries across the globe
Turning Points
Company was debt free before setup of Surat plant. Before the completion of 220 crore Surat project in 2008 -09 Indian textile sector went into deep recession. High growth plan of the company hampered due to extreme slow down in textile sector until 2014. Expansion plan to increase the outlets of apparels value retail chain D’Cot was also put on hold. With improving business conditions for textile industry the Donear Industries has turnaround back to growth path and started posting very good results form last year and Indian government is giving full support for revival of textile sector.
Company owns "DONEAR" as a mother brand and several sub brands. Roughly estimated market value of these brands is more than Rs 150 crores.
- Recently government has allowed 100% FDI in textile retail and manufacturing to attract investment to revive the textile sector
- Government is setting up world class integrated textile parks and clusters of power-looms.
- Govt. has invested in textile worker skill development and R&d in product design and fashion at NIFT and SVPIITM.
- Trading agreements with several countries in the world
- Domestic demand conditions are improving with world largest youth population becoming brand and quality conscious. In last 2-3 years purchasing power has grown up with increase in disposable income of middle class families.
- India has abundance resources like raw materials, skilled man power and installed spindle capacity in India counts 24% of the world.
Product Range
- Polyester Viscose Blended Fabrics
- Polyester Cotton Blended Fabrics
- 100% Polyester Fabrics
- 100% Cotton High Value Plain and Yarn Dyed Shirting Fabrics
- 100% Cotton Plain and Yarn Dyed Bottom wear
- Polyester Wool, Wool Rich & All Wool Fabrics
- Apparels & accessories
Brand and Sub Brands
Company owns "DONEAR" as a mother brand and several sub brands. Roughly estimated market value of these brands is more than Rs 150 crores.
DONEAR SUITINGS & SHIRTINGS
Donear is a flagship brand which represents a diversified range of fabrics for Trouser, Suits, Shirts, Casual Safari etc.
DONEAR ROYAL CLASSICO
It Is a luxury premium suiting fabrics blended with superfine wool. It is specially tropicalized fabric having breathing properties to suit all kinds of climatic changes.
DONEAR SOFT & SMOOTH
Donear Soft & Smooth is fine fabric which gives feeling and comfort of Cotton, soft touch of silk, and easy to maintain along with wash & wear qualities of polyester.
DONEAR INTERNATIONAL WITH FIT
Fabric Integrated Technology (F.I.T.) is light weight fabric, made from micro fibers spun into a two ply yarn which is finest of the suiting yarn available. It is treated with a special weight reduction finish for added softness and comfort, dimensional stability and crease recovery, excellent smoothness, luster, uniformity and durability.
DONEAR GIFTS 4 U
This concept is to gift various kinds of suiting, shirting, trouser fabric, finely crafted suit lengths as well as safari lengths in elegant gift packs on special occasion like Events, Festivals, Weddings and Special Occasions.
DONEAR NXG
Donear NXG offers a premium and internationally styled collection for youths and professionals. It has wide exciting range of shirt, trousers, denims and accessories designed with the finest quality of fabrics, contemporary cuts with superb fits and soft and bold colors that brings in freshness & the transparent meaning of fashion with quality. Company is in process to launch XNG exclusive brand outlets pan India. Currently these products are available in D'Cot store.
D'Cot - Value Fashion Retail Outlets
D'Cot is company owned and franchise model retail outlets offers the most trendiest & quality style apparels & accessories at competitive price. it has complete range of formals, casuals, denims, shirts, T-shirts, jackets , suits and accessories like wallets, belts, caps, neckties, watches, eyewear, footwear for men, women & children.
Conclusion
- Company is well prepared to catch the opportunities of fast growing demand of fabric / apparels in India and other developing countries in the world.
- Company has wide range good quality product, well established infrastructure (plants and retail outlets).
- Company is expanding the network of D'Cot and NXG outlets in Metros , Tier I & Tier II cities by focusing the middle class and upper middle class population with enough purchasing power and willing to spend on branded apparels, which counts 60% of total population of the country. Link for further details -http://www.franchiseindia.com/interviews/established/Donear-to-have-1000-EBOs-by-2020-679/
- Due to 100% FDI in textile retail, several multinational brands are in process to tie up for fabric and manufacturing services.
- 'Donear' is well -known brand name and itself valued more than current market capital of the company.
- Company has shown good growth in revenue even during recession and tough period of textile industries, proves the ability of promoters.
- Promoters have paid the dividend regularly even after posting poor results (2009 - 2013) during slowdown period of textile industries. It shows their confidence in them and in the business.
Tha nk u Mam
ReplyDeleteThanks for the new recommendation. Does not the debt level look on higher side?
ReplyDeleteCompany is servicing the debt timely and without any problem or without pledging any shares. It is well under control. Now business is growing and company started generation good profit It will reduce the debt in coming years. If you will compare with its pears this company is still in better position. Welspun India was trading four year back at 22 in similar situation but as soon as company started generating good profit and reduction in debt has pushed the stock price above 1000.
DeleteThe company has followed written down value method for depreciation. Most of the companies are adopting straight-line method for depreciation. In written down value method, the depreciation burden will be initially high but there will be a reversal of depreciation which will improve the bottom-line. Company has started generating free cash flow from last two year. Actual D/E ratio is 0.3. Most of the website data showing original cost of fixed asset as debt due to written down value method adopted by company
DeleteHow much returns can one expect in a span of one to two years??
ReplyDeleteHopefully it will much better gain than our normal expectation 300 - 500% in 3 - 4 years.
DeleteThanks! Debt to Equity > 4 may be a concern?
ReplyDeleteLong term D/E ratio is very good 0.31. Current D/E ratio is also gradually coming down from 4.5 to 4 in last two years. Now with improvement in business it will come down sharply
DeleteThanks!
DeleteThe company has followed written down value method for depreciation. Most of the companies are adopting straight-line method for depreciation. In written down value method, the depreciation burden will be initially high but there will be a reversal of depreciation which will improve the bottom-line. Company has started generating free cash flow from last two year. Actual D/E ratio is 0.3. Most of the website data showing original cost of fixed asset as debt due to written down value method adopted by company
DeleteThank you for the new reco. If we look at the total debts to cash reserves ratio it's around 4;1. How do you justify your reco?
ReplyDeleteDue above ratio this stock is available in two digit. Now trend of all ratios are in positive side from last year result. If Welspun india can move up from similar situation than Donear has more bright chances.
DeleteLong term D/E ratio is very good 0.31. Current D/E ratio is also gradually coming down from 4.5 to 4 in last two years. Now with improvement in business it will come down sharply
The company has followed written down value method for depreciation. Most of the companies are adopting straight-line method for depreciation. In written down value method, the depreciation burden will be initially high but there will be a reversal of depreciation which will improve the bottom-line. Company has started generating free cash flow from last two year. Actual D/E ratio is 0.3. Most of the website data showing original cost of fixed asset as debt due to written down value method adopted by company
DeleteThanks you Madam for your response
DeleteHi mam, thanks for new recommendation. Any expected target in next 2 years ?
ReplyDeleteThanks
Hopefully it will much better gain than our normal expectation 300 - 500% in 3 - 4 years.
DeleteA very good stock with low price thanking u Dolly mam, can u pls express u r opinion about PINCON SPIRITES.
ReplyDeleteSorry not tracking PINCON SPIRIT
DeleteIn case of SKM, do you think the Chennai rains could impact their sourcing?
ReplyDeleteIt will temporary and minor impact on SKM performance.
Deletehello mam
ReplyDeletehave u already taken position
Most of the suggested stocks holding from 1 -3 years back but suggesting near to turnaround of the company so that blog readers will start getting benefit within 6 to 18 months.
DeleteHi
DeleteI'm new to your blog.
this is really nice of u -- to disclose that too with a thot of quick income for blog readers...
appreciate, if u can disclose when u plan to accumulate/identify any good stk.
thanks & God Bless
From One of your fan frm Singapore -
ReplyDeleteCan I know wats makes it attractive then Indian terrain / spenta / Ambika cotton ?
Can you please explain in depth for all four vice versa
Indian terrain / spenta / Ambika cotton has stated moving few year back and Donear is starting now. Those who miss the Indian terrain / spenta / Ambika can board on Donear. If you will compare 3 year back situation of Indian terrain / spenta than you will find Donear is having much better fundamentals compared to these two stocks.
DeleteMa'am
ReplyDeleteThanks for the recommendation. Between Dhunseri and Donear, which one is better for investment, at this moment considering a time frame for 3-4 years from now?
Warm Regards...
Both are having same potential and both are under valued. You have to decide according to your investment plan and capacity to invest in one or both
DeleteThxs mam hope we can purchase on monday
ReplyDeleteSure, buy and hold for decent gain in 2-3 years. Textile sector is going to play major role in Indian growth.
DeleteHii dolly mam.. Which sectors would be benefitted with GST and also can u suggest on Kalyani Steels.. Have been holding at 160 for past one year
ReplyDeleteSorry not tracking steel and auto stocks these days.
DeleteHello Madam Heads of your research and devotion towards stock selection.
ReplyDeleteMadam I want to know your views on Tourism Corporation of India Limited at CMP 329
ReplyDeleteThe reason for the excitement is the proposal by TCI to demerge the “express distribution business” into TCI Express Distribution and to list that company separately. Each shareholder of TCI will receive shares of the demerged entity.
Vineet Agarwal, TCI’s MD, appeared on CNBC TV18 to explain the rationale behind the demerger proposal. He explained that there is a “huge and fast growing ecommerce sector” and that the “express distribution business has been growing quite rapidly” and that this required “complete focused attention”. He also pointed out that as the demerged company is already a profit making company and has a brand name, it would be able to command a higher P/E multiple than what TCI is trading at presently.
The experts were quick to point out that the proposal would result in “value unlocking”
TCI's express biz has sales of 800 cr, market cap is 1900 cr Express biz alone will have valuation of 2000 Cr Blue Dart trades at 7x sales
He later added that “Even if u give 3x sales to TCI’s express biz, its valuation comes to 2000 Cr… Blue Dart trades at 7x sales So TCI is virtually free
Please suggest based on above creteria or any views
It is Transport Corporation of India. Still there is time, can be bought at lower price during market correction.
DeleteSorry i am wrongly mentioned Tourism instead of Transport Thanks Madam for advise the same.
DeleteThanks for wonder stock suggestion Mam..
ReplyDeleteDolly madam thanks for the above recommendation madam please guide me the basic points or factors to be looked into when we subscribe an ipo ....... basic thumb rule to be followed while we subscribe an ipo
ReplyDeleteNo idea, 95% of the newly listed companies fall below IPO price because of inflated data given in IPO draft. I always prefer to buy any stock after listing.
DeleteDolly madm can u please suggest good website for technicals like graph and trendline study .....
ReplyDeleteI prefer fundamental analysis and using BSE and NSE data.
DeleteMadam,
ReplyDeleteKindly comment on future prospect of
1) Jain Irigation
2) Suzlon
3) Panasonic Energy
4) Kopran
5) Repro India
6) Zee Learn
Regards
Panasonic and Kopran can give good return in future.
DeleteNot tracking other stocks
hello madam your view on selan exploration for long term
ReplyDeleteSelan is very good stock but in current situation it will good return only once crude oil will cross above 80 $/b
DeleteMam,I have physical share certificate of Shree hari ganga cement Ltd and United esters and nitrochem Ltd.Both are delisted companies.Is it possible to sell these share ?? If not,what should be done ??
ReplyDeleteThere is no way to sell shares of delisted company expect surrendering back to company or de-materialize in case of relising.
DeleteThanks maam, for your dedication.
ReplyDeleteMadam you are doing a wonderful job in assisting novice investors. I would like to know what is your target for Daiichi Karkaria in the long term (2-3 years)
ReplyDelete15-20% per year
DeleteMa'am I bought idfc 325 shares @ 75rs....now the price is 50rs...can I sell these shares and buy donear and hold for 2yrs for better gains?? Plz advice mam
ReplyDeleteOk
DeleteDear Mam, in textile space there are so many players like page,welspun, ambika, nandan, DONEAR etc and also there is competition from other countries which will have impct on the margins. Some of them are B to B and some B to C & B.please throw some light on the key factors that makes this sector attractive for next few years and also which type of companies B to C or B to B will benefit
ReplyDeleteAbove all companies are having different business segment / product/ price range and find the customer accordingly. Brand awareness and increase in disposable income of middle class are the key drivers
DeleteMam, Please suggest any Hotel stock for Value Investment.
ReplyDeleteSorry not tracking Hotel stocks
DeleteGood day, Madam ,
ReplyDeleteThanks for new recommendation , your views on
Fervent syneries and Godavari drugs.
Sorry not tracking above stocks
DeletePenner Industries,Tiger logistics,Virinchitech.......Any view on these ones?
ReplyDeleteSorry not tracking above stocks
DeleteHi Mam,
ReplyDeleteKothari has not moved above 25.By when it will move steadily upward?
Also your view on granules India,take solutions,Majesco and Aegis Logistics?
In one month it already given 30% now it will move after Q3 results
DeleteGranules is good for investment for long term only
Not tracking other stocks
thanks for ur reply madam when to enter and when to exit a stock ,for example sun pharma sbi and nmdc are at 52 week low when to enter these stocks and when to exit ....... fundmantally like looking pe of stock or pe of sector or any other parameters ..... plz guide
ReplyDeleteNot tracking any large cap stock
DeleteBuy low sell high, never chase any stock at high price or falling stock
Thank you Ma'm for the recommendation.
ReplyDeleteHello mam,
ReplyDeletestudy of few other textile players relative 2 donear over a period of past 4-5 years does give confidence dat d donear cud b a good turnaround story in the days to come bt can we conclude it will b a better story den nandan denim which has far better balance sheet n ambitious expansion plans..... may i liquidate my daichi karkaria position 2 invest in this.
Thank u.
Nandan has given 1000% return in last 3 years. Donear is having better fundamental than 3 years back of Nanadan.
DeleteTechnical analyst Mr. Tulsiyan has commented about it in 2010 'why debt looks high' That time textile sector was suffering but now its growth is fast.
http://www.moneycontrol.com/news/stocks-views/expect-60-returnsdonear-industries-tulsian_435686.html
The company has followed written down value method for depreciation. Most of the companies are adopting straight-line method for depreciation. In written down value method, the depreciation burden will be initially high but there will be a reversal of depreciation which will improve the bottom-line. Company has started generating free cash flow from last two year. Actual D/E ratio is 0.3. Most of the website data showing original cost of fixed asset as debt due to written down value method adopted by company.
Hi Mam,First of all thanks for your valuble advises to team,
ReplyDeleteWhats your view on FCEL(Future consumer enterprises Limited) and Megmani Organics, Can we expect 300-500% gains from 3-5 yrs period.Instead can we go for Donear.Also say your opinion on megmani and Future consumer enterprise also please.
Both stocks has already given 300 -500% return in last 2-3 years. Now we can expect 100 -200 % in next 2-3 years.
DeleteHello mam could you please give your insight on Thomas Cook for long term (5-10 years). Can i invest in it or do u think technocraft/dtil still better option?
ReplyDeleteNeed to understand the timing of investment. Thomas Cook was good option 2-3 years back. Now DTIL and Technocraft are the best option as compared to Thomas Cook
DeleteThis comment has been removed by the author.
ReplyDeleteSorry not tracking above stock.
DeleteDear Mam,
ReplyDeleteMany Thanks for your New recommendation..
I have already position in Donear Industries and will surely increase my holding now.
But here I want to know about First Source Solutions..
Mam can I invest in FSL for a period of 1 Year and what could be the targets??
Many Thanks Mam..
Yes, you can add as much as you can. It is having very aggressive plan for multi-brand retail store expansion with asset light franchise model, where can company generate very good cash flow with minimum investment.
Deletehttp://www.franchiseindia.com/interviews/established/Donear-to-have-1000-EBOs-by-2020-679/
Sorry not tracking FSL
Hi Mam,
ReplyDeleteThanks for the new recommendation. What's your view on Garware wall ropes? How much return it could give in 2yrs time.
Regards
Shyam
Sorry not tracking Garware-Wall Ropes. Best strategy is to find early and buy early good fundamental turnaround companies instead of chasing the stock which has already appreciated 1000% in last two years.
ReplyDeleteDear Dolly Mam, Your views on virat industries and excel industries.
ReplyDeleteRegards,
Venu.
My view is same as mentioned above for Virat industries and Excel industries. Best strategy is to find early and buy early good fundamental turnaround companies instead of chasing the stocks which has already appreciated 500 - 1000% in last 2-3 years.
ReplyDeleteHi mam, ur view on srikalahasthi pipes??
ReplyDeleteIt is good stock for investment for long term.
DeleteHii mam,
ReplyDeletecould you please share ur views on morepen lab and syncom formulation
Most of the pharma stocks have given very good return. Only few companies left which are having some weak fundamental. But these companies can also give 15 -20 % return per year.
DeleteHi Mam, thanks for your new potential and turnaround recommendation. Mam, I am holding Ambika cotton , Nandan Denim, pfrl. Can I swap all these stocks with Donear? Please advice Mam.
ReplyDeleteDonear will give much better % return as compared to above companies. Now at cmp Ambika cotton & Nandan Denim cannot give similar return because have already given 5-6 times return in last 2-3 years.
DeleteDear mam,one cannot compare donear with nandan denim (or welspun)as fv of nandan is 10 & donear is 2.Np of nandan is 70 cr while Np of donear is 7 cr.pe nandan-10,donear-12.If you're feeling that donear will give much better returns then nandan then why don't you switch over to donear.Hope you post this query.
Delete1. Did you able to by NDL and Welspun below 25 only 3 years back?
Delete2. Need to check total number of shares, not the FV
3 What was the Net Profit of NDL and Welspun 3-4 years back?
4. I have not missed the opportunity to buy first lot of NDL below 25, so no point to swap NDL with Donear
5. Need compare the past data and analyze the future growth than you will get the real picture.
Mam, wat was the reason u sold ur holding in avanti feeds?? it still giving grt numbers qtr by qtr and expansion also in pipeline..can u plz share the reason?
ReplyDeleteIf any stock has given 5 -6 times return within 2 years than It is better to book profit and reinvest in other new stocks which can give similar % return again.
DeleteI have still some holding in Avanti.
Thanks for the reply, but if we compare avanti feeds and waterbase on basis os valuation, Avanti pe-15 and waterbase pe-19, so it means avanti's share price has more chance to grow...avanti is also.growing at a very fast pace but still why u r so bullish on waterbase.. coz i feel stock price surges purely based on fundamentals and avanti is way ahead of waterbase in terms of fundamenatals..ur views mam??
DeleteHello Dolly Madam, Can u please share ur view on Pioneer Embroideries.
ReplyDeleteSorry not tracking Pioneer Embroideries.
DeleteMam,whether KEI Industries a value buy at CMP?
ReplyDeleteIt can give 15 -20% return per year
DeleteMam can we add skm with corrections. Say below 150. What will be the expected returns in 3yrs
ReplyDeleteYes you can add. It can give 2 -3 times return in 3 years.
DeleteThanks mam for the another gem..
ReplyDeleteI am not sure I read some where you stay in Chennai. Are you safe there?
Viswa
Yes, we are ok.
DeleteHi mam VGM.
ReplyDeleteWhat's your view on tata global breweries and unitech for 3 year times as realty sector beaten down.
Tata Global can give 10 -15% return. Unitech can perform better once construction and realty sector start moving
DeleteHi mam,
ReplyDeleteplease share ur views on morepen lab and syncom formulation.....wats the expected returns for an years time
Sorry not tracking above stocks but I have given general view about above stocks
DeleteGood morning madam. Most of bank scripts r low prices. Can u suggest either public ad pvt sector bank which yeild good returns with in couple of yours..
ReplyDeleteSorry not tracking banking sector stocks.
DeletePrivate sector bank stocks are better option than public sector
Mam can i switch to donear from ndl for better % return. Pl share something about genus paper.pl mam.thanks
ReplyDeleteSure, It has very good business model from
Deletemanufacturing to retail. With in 3-4 years it will become #1 apparel
retail company with more than 1000 asset light franchise model
multi- brand stores with minimum investment.
Sorry not tracking Genus paper
Dear Dolly Mam, Which sectors you don't like to invest now? If my understanding is correct, you don't like banking & NBFC, steel, autos, hotels, sugar sectors now. Everybody says, if economy revives, banking is the sector which benefit the most. why you don't like this sector mam?
ReplyDeleteRegards,
Venu.
Not tracking any banking sector stocks. You can prefer private sector banks with low NPA.
DeleteHello Dolly Madam, Can u please share ur view on Nandan Demin, your target on N.D for next 2 years ?
ReplyDeleteIt can give 25 -30% return per year, which is very good if you can hold for long term
DeleteDear Mam, Thanks for your advice. Appreciate your analysis and efforts you put in.
ReplyDeleteDhunseri is already above 200 and as per your advice of investing in stocks trading in 2 digits digits is Dhunseri not pricey.
Mam also please look into Suzlon. It is worlds largest wind turbine making company, debt issues r getting sorted now. Pl do look into it for long term buy.
I have not said any where that you have to invest only in two digit stocks. It depends upon how much you pay and the value you get in return. DTIL is still value by at 270.
DeleteIf Suzlon will come near to turnaround than I will definitely suggest but there is still time to come out from debt issue
Thanks for your reply Mam. How do you decide that a stock has turned around ? Should it show profit on its P & L ( Latest) or any other data ? Please enlighten on this. Warm regards Deepak.
Deleteh
ReplyDeletehello madam,
ReplyDeletewhat are your expectations of share price of donear in 2 years..
It has very good business model from manufacturing to retail. Within 3-4 years it will become #1 apparel retail company with more than 1000 asset light franchise model multi- brand stores with minimum investment. It is expected to trade in 3 digit in 3-4 years.
DeleteKindly comment on
ReplyDelete1) Ajmera reality
2)Anant Raj
2)DLF
3) Unitech
4) KNR
5) Alpa labs
6)Simplex infra
KINDLY SUGGEST BEST STOCK RELATED TO ENGG PROCURMENT (EPC) IN ROAD AND INFRASTRUCTURE.
Regards
Sadbhav Engineering, IRB and PNC are good stock in above sector
DeletePlease give your view on Opto Circuits & OMDC
ReplyDeleteSorry not tracking Opto Circuits & OMDC
Deleteok ty
DeleteUmang Dairy - your view pls
ReplyDeleteGood stock for long term investment
DeleteTy for reply....
Delete1 yr down the line... will it give 50% returns from cmp
thanks for guiding retail investors...I am just 3 yrs old in this market but have realized the worth of INVESTING and its blessing to have noble people like you around...God bless you
ReplyDeleteHi mam, if we compare avanti feeds and waterbase on basis os valuation, Avanti pe-15 and waterbase pe-19, so it means avanti's share price has more chance to grow...avanti is also.growing at a very fast pace but still why u r so bullish on waterbase.. coz i feel stock price surges purely based on fundamentals and avanti is way ahead of waterbase in terms of fundamenatals..ur views mam??
ReplyDeleteTime will prove it, my analysis based on future growth not on past data. On 06 Jan 2015 Waterbase was on 60 and Avanti 311 (ex split). Today Waterbase on 112 and Avanti 486.
DeleteWe will analyze it again in Dec 2016.
Top line of Avanti increased 5 times from 200 to 2000 crore in 5 years and whereas market cap multiplied 50 times in the same time. Growing at the same pace is not possible. Whereas water base is still 300 crore with a market cap of 400 crore. More chances topline improvement with recent merger of Pinna feeds and also started hatcheries... We can easily see Water Base at 400-500 in couple of years.
DeleteMam.. hatsoff to your analysis !!! ... salute you Mam !
Deletemam which is better option between waterbase and donear within 2 years
ReplyDeleteDonear is at same place where Waterbase was in Jan 2014 and no one was interested to touch it.
DeleteIf you have missed the Waterbase below 20 than Donear is another opportunity available at very low price.
mam which is better between waterbase and donear within 2 years
ReplyDeleteDonear is at same place where Waterbase was in Jan 2014 and no one was interested to touch it.
DeleteIf you have missed the Waterbase below 20 than Donear is another opportunity available at very low price.
I am new to your blog did you ever recomemded Dhunseri before?
ReplyDeleteIt is listed only in Jan 2015 and posted on this blog in Feb
DeleteGood eve mam, Just wana know when did u buy donear industries??
ReplyDeleteMay 2014, when it has shown first time sign of turnaround.
DeleteMam, Whether IVP Ltd (507580) a value buy at CMP?
ReplyDeleteIt was value buy before 6 month, still it can give good return in long term
DeleteHi mam
ReplyDeletePls share your view on wockharth...
Good investment stock for long term only
DeleteIT IS BETTER TO SOLD INDIA BULL HOUSING AND TO BUY DONEAR INDUSTRIES
ReplyDeleteYes if you have plan to hold for 2-3 years. It has potential to give much better return than above stock.
DeleteMam
ReplyDeleteI have bought waterbase at 140 .what should I do.
Add more if it fall below 100 and hold for 2-3 years for multiple gain
DeleteHello mam, kindly give your view on eland apparel.
ReplyDeleteSorry not tracking above stock
DeleteHi Mam,
ReplyDeleteThanks alot for recommending one more gem stock in our portfolio.
We appreciate all your efforts in helping small investors like us.
God Bless !
How much donear industries u hold as on date??
ReplyDeleteIt is not fair to disclose or ask the holding on open blog. Do you think I will publish this much information without holding sufficient quantity?
DeleteYou can ask any question on below mail
dolly1970.khanna@gmail.com
Dolly Ji,
DeleteYou can ignore such questions and focus your energy on finding more stocks. I see lot of peoples including top stock advisers recommend your stocks using your analysis posted here.
Thanks
Siva
Maam,
ReplyDeleteDo you see RS software coming. Looks they are not increasing the client base and reducing the topline and stock price continuously....Any hopes of recovering its new highs?
Management working hard to rebuild the client base but it will take time to reflect in balance sheet.
DeleteI have few shares at avg price of 175 levels brought few months back...can it be brought at CMP? Do you still expect lower levels in the stock? or do you think we can do an SIP?
DeleteIt is not advisable any fresh entry until we see some positive results.
DeleteCan I switch over from PFS to DONEAR.
ReplyDeleteNeed your valuable suggestion .
Yes you can
DeleteHi mam,
ReplyDeleteI have some queries on this stock regarding past performance and financials,dropped mail,please look into and respond.,
Thanks
-Siva
Sure, I will respond within 3-4 days.
DeleteDear Dolly Mam, What is your view on Aksh Optifibre? Does it benefit from Digital India and increasing use of 3G/4G in India?
ReplyDeleteRegards,
Venu.
Sorry, Not tracking Aksh
DeleteHello mam i bought 2000 shares thanks very much mam
ReplyDeleteHold for at least 2-3 years for multiple gain
Deletewhy it is not paying tax in previous fy's
ReplyDelete91L tax paid for Q2 2015
DeleteThank you Dolly Mam, for your latest GEM. Was able to buy and will now wait for 3-4 yrs as you mentioned. God bless you :)
ReplyDeleteHold for at least 2-3 years for multiple gain
Deletegood morning mam,
ReplyDeletei bought 1100shares @ 19.00
i have have bought at the price higher than ur recommendation...
is it ok???
It is very good price only need to hold with patience.
DeleteGood morning madam donear is in 20% upper ckt, when it will be stabilised, up to what price is suggestable to buy for longterm
ReplyDeleteIf we are expecting + 500% return than 20 -25% will not make much difference.
DeleteDolly Ma'am, I want to know one thing. I bought Coral Labs in June at 395. Today it is 45% up, trading at 580. Should I sell it or continue to hold?
ReplyDeleteHold for further gain
DeleteMay I know your valuable advice and view on the welspun syntex please, again is it ok to go at current price of 140/-
ReplyDeleteIt is very good stock, hold it for further gain.
DeleteDear Mam, Your view on Steel Strip Wheels for long term investment?
ReplyDeleteThanks,
Venu.
Sorry not tracking Steel Strip Wheels
DeleteDear Ma'am,
ReplyDeleteI found out about this website today only and looked at the past performances of the stock that you have recommended and it's been least to say magnificent. While a lot of the queries have been about recommending a particular stock, I wanted to in more broader perspective about how you look for the stocks, what criteria do you have, and what tools do you use? I have just started in the value investing journey and finding hard to zero in on stocks as there are too much noise.
Product, demand, future growth, promoters credibility are the basic parameter of stock selection.
DeleteKeltech energies - Mam thank you for your recommendation. Please take a look at Keltech. If you look at their website, they own more than 1000 acres of land across India and also have a working business, all of it available for just 45 crore. If they sell the business and develop the land, it can be worth a lot more. Thanks
ReplyDeleteSorry not tracking Keltech
DeleteHi Dolly,
ReplyDeleteI came across your blog today and happen to read couple of posts. Thanks a ton for your valuable time in giving inputs to novice investors.
I'm new to investing (around 8 months). And I have already built a portfolio of around 25 companies; since I'm new to investing, I'm testing my portfolio (15% returns as of today) and over a period of time I want to reduce the no. of companies to 15. I want you to review my portfolio and give your valuable suggestions. Can you please share your mail id.
Also can you throw some light on Ultramarine & Pigments/Take Solutions/Banco Products/Gokaldas Exports.
Thanks.
dolly1970.khanna@gmail.com
DeleteDear Dollyji,
ReplyDeleteI hold Dhunseri Tea, Technocraft and Waterbase based on your suggestion. Could not buy Donear due to upper ceiling. I would like to know your opinion on Akshar Chem(CMP:155) and Asahi Songwon Colors(CMP:143).
Thanks
Both Akshar and Asahi Songwon are good stock for long term only. you can add during market correction
DeleteThanks Dollyji for yours prompt reply & valuable suggestion.
ReplyDeleteGood evening dolly ji, what is the long terrm target (2-3 years) for donear.
ReplyDeleteIt can give 400-500% return in 3-4 years
DeleteHi mam.. Hope conditions are getting better Chennai.. Hope for the same..
ReplyDeleteCan you specify which sector are good currently.. And when real Estate sector will pick up..
Thank you for sharing your knowledge..
Chemicals, petrochem, Pharma, Textile, are performing well. Hopefully Real Estate will also start giving some good results in next 5-6 months.
DeleteMam, your view on mayur leather?
ReplyDeleteSorry not tracking Mayur Leather
DeleteMam, you still placing buy order for DTIL @cmp?? I'm asking because volume of this stock has dried totally.
ReplyDeleteYes, There are more than 20K share holders with less than 50 share each are holding it firmly to sell at higher price.
DeleteHello mam'm pl suggest to (1) Archidply ind (2) xpro india (3) v 2 retail
ReplyDelete
DeleteArchidply and Xpro are good stock for investment
Not tracking V2
Mam, ur views on riddhi siddhi glyco?
ReplyDeleteSorry not tracking above stock
DeleteDear madam
ReplyDeleteI have bought 3000 share and hold for long term
Need to hold with patience for 2-3 years for multiple gain.
DeleteDear madam donear is in upper ckt, when it will be in normaltrade
ReplyDelete