Tuesday, November 21, 2017

'Transport and Logistics' Sector Update


Dear Readers,


Yesterday Government has granted infrastructure status to the  Logistics sector with below given update. It is commendable step taken by government to accelerate the growth of Transport and Logistics sector. TCI and Gati are direct beneficiary  of this  initiative, need to hold both stocks for further gain.  



Logistics Sector granted Infrastructure Status 



The Logistics Sector has been granted Infrastructure status.The need for integrated Logistics sector development has been felt for quite some time in view of the fact that the logistics cost in India is very high compared to developed countries. High logistics cost reduces the competitiveness of Indian goods both in domestic as well as export market. Development of logistics would give a boost to both domestic and external demand thereby encouraging manufacturing and 'job creation'. This will in turn be instrumental in improving country's GDP.


The inclusion of “Logistics Sector” in the Harmonized Master List of Infrastructure Sub-sectors was considered in the 14th Institutional Mechanism (IM) Meeting held on 10th November, 2017. It was recommended by the Institutional Mechanism and subsequently approved by the Union Finance Minister, Shri Arun Jaitley. “Logistics Infrastructure” is included by insertion of a new item in the renamed category of ‘Transport and Logistics’, with a footnote stating that "Logistics Infrastructure” means and includes Multi-modal Logistics Park comprising Inland Container Depot (ICD) with minimum investment of Rs. 50 crore and minimum area of 10 acre, Cold Chain Facility with minimum investment of Rs.15 crore and minimum area of 20,000 sq. ft, and/or Warehousing Facility with investment of minimum Rs. 25 crore and minimum area of 1 lakh sq ft.


It will enable the Logistics Sector to avail infrastructure lending at easier terms with enhanced limits, access to larger amounts of funds as External Commercial Borrowings (ECB), access to longer tenor funds from insurance companies and pension funds and be eligible to borrow from India Infrastructure Financing Company Limited (IIFCL). 



http://pib.nic.in/newsite/PrintRelease.aspx?relid=173674








632 comments:

  1. Thanks for good information madam

    ReplyDelete
  2. Good morning Mam so it will have positive impact on Gati

    ReplyDelete
  3. Mam thanks for the update
    When can we expect new stock recommendation?

    ReplyDelete
    Replies
    1. Next stock will be in the third week of December

      Delete
  4. brilliant pick with great foresight

    ReplyDelete
  5. Thank you very much for the nice update.These type of sectoral updates will be very much useful for retail investors like me.

    ReplyDelete
  6. Hi mam such a great news..we will all be most benifited from your recent sugestion (gati) which was give at best price ..may all members hold this stock for a longerterm.
    Mam could you give some update in kesoram
    Thank you mam

    ReplyDelete
    Replies
    1. We have invested in Kesoram in May 2017 and it is very early to conclude after small correction due to weak quarterly results. Both tire and cement sector unable to perform well due to implementation GST in July and off season ( monsoon). We expect company will post positive results in coming quarters. It is good opportunity to add it at lower level.

      Delete
  7. Hi Madam, Thank you for the update. Any changes in the view of Kesoram Industries? Can we accumulate more at this point? Can you please suggest. Thanks.

    ReplyDelete
    Replies
    1. We have invested in Kesoram in May 2017 and it is very early to conclude after small correction due to weak quarterly results. Both tire and cement sector unable to perform well due to implementation GST in July and off season ( monsoon). We expect company will post positive results in coming quarters. It is good opportunity to add it at lower level.

      Delete
  8. Hello Maam, Is it a good option to invest in LASA at CMP?

    ReplyDelete
    Replies
    1. It can be added around 100 -120 in case of further correction.

      Delete
    2. Dolly mam...what price range are you estimating Lasa to go to long term (lets say 2-3 yrs)? Are you estimating 200-250, 250-300, 300+ ?

      Delete
  9. Thank you for your valuable information madam.

    ReplyDelete
  10. Dear Ma'am,

    You have got midas touch :)

    Regards,
    Sushil

    ReplyDelete
  11. Madam,
    kindly the Best stocks to invest in Transport Logestics sector for 1 to 2 years horizan

    ReplyDelete
  12. Dolly ji,

    Many tks. But i have 3 queries on this sector :-

    1. Just because raising Long-term loans will be easier, how can base Profitability & EPS increase w.o Input Cost reduction ?
    2. Is the biz. activity of Logistics cos going to increase multi.fold in the Heavy package categories due to India's industrial / manufacturing rise ? For smaller wgts, local small cos will provide stiff competition
    3. Do these cos take payment upfront before delivery of goods or post delivery ? If yes to latter, how many days credit generally ?

    Many thanks

    ReplyDelete
    Replies
    1. http://www.moneycontrol.com/news/business/economy/heres-why-giving-infrastructure-status-to-the-logistics-sector-is-a-great-move-2443943.html

      Delete
  13. Also mam,

    Can you pls comment on the prospects of HBL power & Anuh Pharma ?

    Many tks.

    ReplyDelete
  14. Is it good to accumulate Surana Solar? what is the horizon to get good returns?

    ReplyDelete
    Replies
    1. No change in previous view for surana solar. It was good if you have taken this decision few days ago when it was trading at 14.

      https://dolly-bestpicks.blogspot.com/2017/07/update-on-surana-solar-and-next-stock.html

      Delete
  15. Thanks for the update.

    Is Snowman logistics also benefited from new govt initiative? Moreover, the company has recently entered into partnership with IKEA for logistics support. I am sure you are aware about this news if now thn please have a quick look on below link.

    Can we consider Snowman as a good investment bet at cmp?

    https://economictimes.indiatimes.com/industry/services/hotels-/-restaurants/ikea-partners-snowman-logistics-for-backend-support/articleshow/61124493.cms

    https://economictimes.indiatimes.com/industry/services/hotels-/-restaurants/snowman-logistics-bets-big-on-ikea-deal/articleshow/61106223.cms

    ReplyDelete
    Replies
    1. Snowman is only small cold chain logistics services provider.

      Partnership with IKEA to manage the non core business ( back-end of their in-store restaurant business) in India is not meaningful because core business of IKEA is home furnishing and furniture. Small restaurant in each IKEA for customers and visitors.

      Managing restaurant is not core business of Snowman

      Delete
  16. Thank you madam, can we sell some of the previous stocks to buy newer stocks like gati?

    ReplyDelete
    Replies
    1. Yes you can book some profit in any stock from 100 to 500% and reinvest in new stocks +/- 10% from suggested price.

      Delete
  17. Hello Madam, Thank You for your Info. IS it good to buy ABFRL CMP?

    ReplyDelete
  18. Mam can we buy lupin at current level after recent correction, also what could be the expected return

    ReplyDelete
  19. Dear madam..thanks! Kindly air your views on "Dynemic products"!

    ReplyDelete
  20. Replies
    1. Next stock will be posted in the third week of December

      Delete
  21. madam what is your opinion on laurus labs, i bought at 550 now trading at 520.should i book loss and shift to others????????? Please guide me madam. Thanks in advance

    ReplyDelete
  22. Madam
    Though good news and good results but gati seems huge sell of today.ur views.

    ReplyDelete
    Replies
    1. Some profit booking is normal after 20 -25% rally

      Delete
  23. Dear Mam
    Surana solar gave a spurt last week from low level. I was trying to find out some news on any new development regarding company and/or sector but did not got anything specific.
    Is there any development or it was accumulation at low levels. Pls guide

    ReplyDelete
    Replies
    1. No change in previous view for surana solar.

      https://dolly-bestpicks.blogspot.com/2017/07/update-on-surana-solar-and-next-stock.html

      Delete
  24. Hello Madam,
    I am from chennai, recently subscribed to your blog. Just want your advice on whether to keep Lupin and Sun pharmaceuticals stocks or sell it, it is now being traded below the price Ipurchased, or should I average them to my price?

    ReplyDelete
    Replies
    1. Sorry not tracking Lupin and Sun pharmaceuticals.

      Better to stick with your investment decision for 2 -3 years.

      Delete
  25. Dolly Madam, You are a gem, a real SUPERSTAR, keep shining high in the sky. I wish to find your name in the prestigious list of first ten wealthiest persons in India like Mukesh Ambani.

    ReplyDelete
    Replies
    1. I have no personal wish but your success is my aim. With your success I will become successful by default.

      Delete
    2. Madam,Your thoughts are adorable, Your wishes are adorable. You are simply great. May Almighty bless you with good health.

      Delete
    3. You are awesome mam. I appreiciate your humbleness. 100x blessings for you.

      Delete
    4. You seem to be a very enlightened person mam!

      Delete
    5. Great Thought mam , really appreciate your Kind Support

      Delete
    6. Greetings Madam,

      Thank you for your continued support. With your guidance and God's blessings all of us in the group will be HNIs in the next 7-10 years.

      Thanks and Regards,
      D. Viswambharan

      Delete
  26. Madam

    Today I surprised to see the article published in money control " Here’s why giving infrastructure status to the logistics sector is a great move"

    http://www.moneycontrol.com/news/business/economy/heres-why-giving-infrastructure-status-to-the-logistics-sector-is-a-great-move-2443943.html

    Thank you very much for Gati at right time at right price with great foresight

    ReplyDelete
    Replies
    1. Yes, government has given special attention to specific sector, it means it is going to play very important role in the economic growth of country.

      Delete
  27. Hello Madam,
    I am following your investment decisions since last one year. However, i have recently started following your blog. and i am pleased and thank you for your valuable time to educate the investors.
    Ma'am, as you are holding RAIN IND as substantial amount in your portfolio, what target you are looking for it in next 1 year.
    Also, what targets your are expecting from Dwarikesh sugar and Dhampur sugar, as its also in your portfolio. whats your views on sugar sector?
    Thanks in advance for your reply.

    ReplyDelete
    Replies
    1. Rain Ind, Dwarikesh sugar and Dhampur sugar are very good stock, you can continue to hold with expected return around 20% per year. Not advisable to buy any of these stocks at cmp. Sugar sector is expected to perform well in coming quarters.

      Delete
  28. Ma'am I have 43% exposure to Kesoram at 144.21 can I reduce it to buy Gati please suggest.

    ReplyDelete
    Replies
    1. Better to stick with your investment decision and reduce the exposure once Kesoram will start trading above 150 in coming quarters.

      Both tire and cement sector unable to perform well due to implementation GST in July and off season ( monsoon). We can expect positive results in coming quarters.

      Delete
  29. Dear Maam,

    Talbros has posted very good result. Going by the investor presentation and the Auto Sector outlook it looks very promising.

    Does this company have the potential to grow consistently for next 10 years.

    ReplyDelete
    Replies
    1. Yes, It has very good growth potential in long run.

      Even vision for 2020 give glimpses of huge growth with Revenues Rs. 675 - 725 Crores, PAT Rs. 35 - 38 Crores and ROCE 20%+

      Delete
  30. This move by government make logistic sector as sunshine sector

    ReplyDelete
    Replies
    1. Yes, government has given special attention to specific sector, it means it is going to play very important role in the economic growth of country.

      Delete
  31. Dear Madam,
    Your views on eco recycling

    ReplyDelete
  32. Hellow mam, i am holding good quantity of orient paper, if i sell orient paper on the 1st day of price adjustment am i eligible for orient electric? Bcos i would like to come down my holding to 20%.thanks mam.

    ReplyDelete
    Replies
    1. Yes you are eligible to get Orient Electric but better to sell later because initially stock correcting more due to huge selling pressure.

      Delete
  33. Dear ma'am,

    Shree pushkar management is is of a very good pedigree and they sound very optimistic about the future prospects.
    Do you think Pushkar can prove to be a steady compounded in coming years? What sort of a per share price can be expected 5 years down the line?

    ReplyDelete
    Replies
    1. Yes, management have vision and capabilities to scale up the operation. Return will be inline with our expectation around 300 to 500% in 3 -5 years.

      Delete
  34. Hi Madam, Pls advise what’s your view on Kothari Petrochemicals holding it for last 2 years any chances of stock outperforming.
    Secondly what would be the date for Orient paper after which one can get Orient Electric,

    ReplyDelete
    Replies
    1. It is trading 42% above suggested price. Company is maintaining the good profitability with cost control initiatives in spite of continuous degrowth in top line. We expect improvement in product demand in future.

      1) Need to give allocation upto 10% for the stocks below Rs 25 and only one stock in portfolio.

      2) Always buy stocks within 10% from suggested price to avoid such situation.

      If above condition followed then it will not make any significant difference on overall portfolio even in case of non performing stock. These are low risk high reward penny stocks but some time it may take longer than expected time. Out of three stocks , Donear has given 500% return, Kothari Petro has given 40% and Surana Solar has given negative return around - 20%.

      Record date for demerger yet to be announced

      Delete
  35. Dear Maam;

    Is Clariant chemicals is a good option to buy at cmp.What is the expected return for the stock

    ReplyDelete
    Replies
    1. It can be bought at cmp with expected return around 15 -20% per year

      Delete
  36. Ma'am is it advisable to buy Kothari petro at current CMP? Will holding it for a long term be effective?

    ReplyDelete
  37. Madam ur views on kotharipet results?
    Thanks

    ReplyDelete
    Replies
    1. Result is good, company is maintaining the good profitability with cost control initiatives in spite of continuous degrowth in top line. We expect improvement in product demand in future.

      Delete
  38. Kothari petrochemicals results announced in the NSE website

    ReplyDelete
  39. Good afternoon mam...i loss my 50k in trading ... I have 1lac for trading so please suggest me some stocks to invest ...may be your suggestions will help to recover my money...regards

    ReplyDelete
    Replies
    1. You can allocate 25% in each stock ABFRL, Kesoram, Sintex Plastic and next stock.

      Note - Invest only if you can hold these stocks for 3-4 years.

      Delete
    2. Good Morning Madam ji ! I started investment since March 2017 ; ADF gave me bestest returns in shortest period, with that I went on investing your each recommendation in following months !
      Initially I started with 10 lacks , and today it is 15 lacks ( no fresh fund added ) !
      My present holdings are Kesoram , Orient Paper, ABFRL , Sintext plastics !
      Very small number but with satisfaction of following your words of wisdom has given me confidence !
      By default it is Success of You Dolly Mam !
      I really do not have enough words to thank You !
      Only Prayers for more Prudence and lots of Wisdoms from you !
      At 65 life seems worth !!
      Thanks again with 🙏

      Delete
  40. Madam tomorrow onwards Surana solar in t2t.what we expect share price in coming days???

    ReplyDelete
    Replies
    1. It will trade in range bound 15 -23 till any positive outcome on solar policy.

      Delete
  41. Mam Is the other income coming for gati will remain intact throughout the year?

    ReplyDelete
    Replies
    1. No, it varies according to dividend from subsidiary

      Delete
  42. Mam i have chembond chemicals @230 does this company has potential of 1000/- in a few years. Can you through some light

    ReplyDelete
    Replies
    1. It has good growth potential in future but we cannot expect more than 15 - 20% per year.

      Delete
  43. Hi Madam i am holding ABB India can it give 100% return in one year or how much it can give let me know this and same as R capital,Agarwal Industries this also logistic company and essar shipping

    ReplyDelete
    Replies
    1. Sorry not tracking ABB, R capital, and Agarwal Industries

      Delete
  44. Whenever you say stock is expected to give 15-20% compounding returns, can we allocate 10-20% of folio for such stock at cmp? It is just for understanding purposes. Because it is better to buy at first opportunity at recommended after your recommendations.

    ReplyDelete
    Replies
    1. Yes, most of the time readers ask the question with high expectation for that stock., even 15% CAGR is very good return.

      Delete
  45. Dear madam, your view on Orient Paper results

    ReplyDelete
    Replies
    1. Orient paper result is very good, significant improvement in top and bottom line. We can expect better results in coming quarter after demerger.

      Delete
  46. Mam, What are your views on Emkay Global Financial Services? Can we hold it further or sell it?

    ReplyDelete
    Replies
    1. Good stock, continue to hold but not advisable to buy at cmp

      Delete
  47. Small update for lasa is promoter has transfered his holdings in demate on 16th november so now it will soon shift from t group to normal trading may be in a week and we can expect a very good quater result before 15 december.
    Omkar special is almost ready to bring rights issue on or before march and will increase promotor holding at a min. Of 40 % or little more.

    ReplyDelete
    Replies
    1. Both Lasa and Omkar are expected to post good result for Q2.

      Delete
  48. Tata Motors may launch electric Nano in Delhi with Ola for its taxi fleet
    Tata Motors had showcased the first Nano EV concept car at the Geneva motor show in 2010 which came with a super-polymer lithium battery and promised a range of 160km on full charge.
    http://www.moneycontrol.com/news/technology/tata-motors-may-launch-electric-nano-in-delhi-with-ola-for-its-taxi-fleet-2444763.html

    ReplyDelete
    Replies
    1. Yes , Nano EV will be successful and better option to bail out loss making current version.

      Delete
  49. Hi Maam,

    I am holding 100 shares of jubilant industries @226. pls throw somelight whether the recommendation and target is still intact from your end?

    ReplyDelete
    Replies
    1. Jubilant Industries is trading 34% above suggested price, continue to hold it. Sooner or later it will give decent return and no change in previous view.

      Delete
  50. Mam, Exide industries buying range if you track?

    ReplyDelete
    Replies
    1. Exide Industries is good stock and able to give consistent return around 10 -15% per year on cmp

      Delete
  51. Hi Maam, Do you suggest Emkay Global Finance at CMP?

    ReplyDelete
    Replies
    1. It is good stock, continue to hold but not advisable to buy at cmp

      Delete
  52. Pl share your views on Automobile corporation of goa @ current price?
    Thanks

    ReplyDelete
  53. Maam, What are the other solar power companies one can accumulate apart from Surana for a horizon of 3-5 years. I feel that this sector will boom if there is a continuity of the current govt. post 2019 elections. What are your recommendations?

    ReplyDelete
    Replies
    1. Sure, we will look into solar sector once condition become favourable for it.

      Delete
  54. Madam did you recommend precision wires today through your Facebook profile. One Facebook profile is running with your Name and profile picture which is used in this blog. Is that Facebook profile belongs to yours?

    ReplyDelete
    Replies
    1. I don't have any Facebook profile and no other communication mode except blog, G+ and email.

      Our blog members have found and reported such issues in the past, we ignore it without any remark.

      Delete
  55. Is it right to buy gati at cmp for 2/3 year
    Expected return

    ReplyDelete
    Replies
    1. Gati is good stock to add near 120 with expected return around 300% in 4 years. It is advisable to buy the stocks within 10% from suggested price.

      Delete
  56. http://www.moneycontrol.com/news/business/markets-business/time-to-spot-multibaggers-in-logistics-sector-top-5-stocks-to-look-at-2445227.html

    ReplyDelete
    Replies
    1. Good news because most of the blog members are able to buy TCI and Gati at good price

      Delete
  57. Dear Maam, why shreyan industries has very very low volume? Also ,it is not moving..please advise

    ReplyDelete
    Replies
    1. It is low equity base stocks so trading volume will be also low.

      Delete
  58. Dear mam,

    can u explain on pebs and pennar swap ratio.
    As per current price if we buy pebs 13 shares then our cost of pennar will be 58 rs.
    Getting 5 rs cheaper then current price.
    Pls explain mam if i m missing something

    rgds
    rajesh

    ReplyDelete
  59. orient demerger date is declared or not if i buy more for demerger point of view on monday 27 CAN I ELIGABLE FOR DEMERGER?

    ReplyDelete
    Replies
    1. yes , you are eligible to get Orient electric share but it is not advisable to buy at cmp

      Delete
  60. Madam there is good news about Gati, now stock is getting coverage frequently

    Time to spot multibaggers in logistics sector? Top 5 stocks to look at

    http://www.moneycontrol.com/news/business/markets-business/time-to-spot-multibaggers-in-logistics-sector-top-5-stocks-to-look-at-2445227.html

    ReplyDelete
    Replies
    1. Yes, integrated logistic companies are having good time ahead.

      Delete
  61. Hi Ma'am,
    Can you kindly share your views on KG Denim and Rajshree sugar & chemicals?

    Thank you,
    -Srinivas

    ReplyDelete
    Replies
    1. Sorry not tracking any of the above mentioned stocks

      Delete
  62. Hi any comments on Network18 trading @ 50

    ReplyDelete
  63. Is orient paper a beneficiary
    http://www.livemint.com/Politics/A9SVWmvNDupZk5YaJn4jJI/Govt-promulgates-ordinance-to-exempt-bamboo-from-felling-in.html

    ReplyDelete
    Replies
    1. Yes it is good for paper industry and Orient paper, even though it has very limited use of bamboo wood / pulp

      Delete
  64. Madam, What's your recommendation on KCP. Is it good to buy CMP 120?

    ReplyDelete
    Replies
    1. Yes you can add it on little bit more correction.

      Delete
  65. Madam ji ! Kesoram, ABFRL , Gati , Orient Paper are my holdings and rest of the fund kept for December stock pic ( you will give ) !!
    Please advise whether I done correctly ?? I am out of the counters where there I got profits i.e. Pennar , KCP , ADF!
    Many thanks in advance Madam !!

    ReplyDelete
    Replies
    1. Your current holding is perfect and profit booked is always good. No need to look back ( regret) on past decisions.

      Delete
    2. Hello meenakshi mam how u made 100% profit in KCP and Pennar Ind.whether u bought these scrips as per this blog recommendation.just doubt..u told u made profit in these scrips..as per blog i bought and I didn't got 100%

      Delete
  66. Mam,your valuable views on NCC & IRB INFRA? Thanks.

    ReplyDelete
  67. ma'am, does RAIN INDUSTRIES have potential to reach 900.
    Thanks & regards

    ReplyDelete
    Replies
    1. It depends upon consistency in earning (EPS) growth and dividend pay out. Only few good quarterly results are not sufficient to sustain the current price. It already moved up very fast and so need to keep the expectation reasonable. Continue to hold but not advisable to buy at cmp.


      Delete
  68. Hello Madam Good Morning....
    How you see Kohinoor Foods Ltd. for long term investment?

    ReplyDelete
  69. Ma'am,December stock pic will be from which sector.
    Thanks & regards

    ReplyDelete
    Replies
    1. It is still not decided, stock and sectors are finalised only few days before posting it on blog.

      Delete
  70. Dear Mam,

    How many stocks approximately do you track at any given point of time?

    Thanks & Regards.

    ReplyDelete
  71. KCP had good numbers in Q2. However share is still around the same value. Any specific reason. Will it perform better in future.

    ReplyDelete
    Replies
    1. It will move along with cement sector in coming quarters

      Delete
  72. Mam please explain relation of volume & delivery % in stock price movement for learning purpose...

    ReplyDelete
    Replies
    1. Rise in stock price with the high deliverable % is indicating the expectation of the stock price to go further up and vice versa.

      Delete
  73. Ma'am please share your views on IRB Infra, Sadbhav Engineering and Gayatri Project.

    ReplyDelete
  74. Dear Mam,

    Omkar speciality again around 7.0% shares pledged by omkar herlekar...Is omkar still in promoter category?
    Why they have still not done interse transfer between promoters? There were talks on rights issue but still no action..
    Whats your call why they have again pledged shares.

    ReplyDelete
    Replies
    1. Omkar Harlekar is not under promoter category

      Our investment is based on business and they have pledged their shares, we can also pledge our shares.

      As I told earlier that money is primary objective for any pledge of shares and further you can communicate with company to get exact reason.

      Delete
  75. Gati promoter sold there 8 cr share in off market.. to big investor?? if any news specific idea.. bcoz I sell it @143 for buying kesoram due to shortage of money can I reenter at 131 now.

    ReplyDelete
    Replies
    1. It is not sold but due to conversion of FCCB to Goldman saches

      Delete
  76. Dear Maam, Maruti and Tats have been saying they will come out with electric cars in three years.
    Will that have any impact on auto comprnent companies like Talbros

    ReplyDelete
    Replies
    1. No there will not be any impact on auto ancillary industry because they will also change their product mix for electric vehicles

      Delete
  77. Madam
    If sintex plastic is bought at 82 with 10% portfolio how much earning expectation is reasonable

    ReplyDelete
  78. Mam can I buy chemical stock stock for 1 or 2 year view? Which stock you prefer in chemical sector mam ? I am holding kesoram sintex and abfrl with your good Advise. Regards mam.

    ReplyDelete
    Replies
    1. Yes chemical stock can be bought if it is available at a good price

      Delete
  79. good morning mam can i buy gati at cmp or wait for some correction...thanku mam

    ReplyDelete
    Replies
    1. Yes Gati is good stock to buy near 120 in case of further correction

      Delete
  80. Mam I am holding Samtex Fashions. Bought at Rs 7.5. Should I hold or sell and move out.

    ReplyDelete
  81. Hi Mam,some small and midcaps are going up without any reason (Jai corp,camline fine,aptech,Apex frozen, Soril holdings,etc.etc.) Don't you think these shares are rigged up by HNIs and some brokers,it reminds me about 2008.Its really surprising that some stocks have rose anywhere between 20-70% in the last 3-4 months.

    I think only HNIs are minting money in these scrips.

    Would appreciate your comments on this issue.

    I have earned money in the scrips suggested by you mam ,(Talbros,Adf foods, Shree PUSHKAR,Pennar, etc) and holding the recent ones.

    And I thank you for your patience and selfless service to small investors like us.May God bless you with a good health and happiness.

    ReplyDelete
    Replies
    1. Possibility of price rigging in the stock market cannot be ruled out but such rise in price will not sustain for long term and stock will crack back to its normal price

      Delete
  82. Hi Madam,

    Hope you are doing good
    What is your view on Kesar Terminals & Infra, this company also has Multimodal Logistics wing.

    Thanks,
    Vinay

    ReplyDelete
  83. Hello mam,how is the overall outlook of pvt banks and NBFC for short to medium term

    ReplyDelete
    Replies
    1. Outlook of banking and NBFC stocks is good for long-term only

      Delete
  84. Does free float cap play an important role in share price movement ? And in what way ?

    ReplyDelete
    Replies
    1. There is no relation between free float and stock price movement

      Delete
  85. Hi mam very good morning,
    What's your view on Khaitan chemicals and fertilizers, GVK power and infra for 2- 3 years.

    ReplyDelete
    Replies
    1. Sorry not tracking any of the above mentioned stocks

      Delete
  86. Mam your views on south india bank and jaypee associates pl

    ReplyDelete
    Replies
    1. Sorry not tracking any of the above mentioned stocks

      Delete
  87. Thank you Mam for all your recommendations and sincere efforts. Mam can Lt food's be bought at current cmp.

    ReplyDelete
  88. Hellow mam,(1) in waterbase limited is there a possibility of correction to enter as q3 and q4 r usually not god comparable to q3 and q4 ? (2) why gnfc,guj.alkali and chemical,gsfc performing well ?

    ReplyDelete
    Replies
    1. Waterbase can be bought near 60 it is not advisable to buy at CMP

      Fertiliser and chemical stocks are performing well due to good business growth and future prospectus

      Delete
  89. Hi mam,
    Can we consider ABFRL under textile sector or retail sector? Is there any difference in business compare to textile stocks like trident,nandandenim,sintex industries etc. Please clarify. Thanks in advance

    ReplyDelete
    Replies
    1. ABFRL is in multibrand fashion retail so it is not comparable with other stocks

      Delete
  90. Madam, I have surana solar @26,alkali metals @72, kcp @108.I can hold these shares for 1-3 years. What kind of return should I expect?

    ReplyDelete
    Replies
    1. All these stocks are expected to give around 300% return from suggested price in four years

      Delete
  91. Mam;

    Is Alankit good stock? It is consistently showing good profits for quite some time? Pls advise.

    Thanks

    ReplyDelete
  92. Dear Madam,
    I have a shorterm capital gain of Rs. 300,000/- should I pay 15% of Rs. 300,000/- or 15% of (300,000-250,000). Sorry to bother you madam.

    ReplyDelete
    Replies
    1. If there is no other income then income tax should be paid 15% (STCG) above 2.5 L profit

      Delete
  93. Ma'am, Will this news helps surana solar limited?
    https://www.google.co.in/amp/s/m.economictimes.com/industry/energy/power/india-can-achieve-200-gw-renewable-energy-by-2022-r-k-singh/amp_articleshow/61786415.cms#ampshare=https://economictimes.indiatimes.com/industry/energy/power/india-can-achieve-200-gw-renewable-energy-by-2022-r-k-singh/articleshow/61786415.cms

    ReplyDelete
    Replies
    1. Yes it is going to help the domestic manufacturer if policy implemented to crub the import from countries like China Malaysia or US

      Delete
  94. Please also give opinion on L&T Infotech at cmp

    ReplyDelete
    Replies
    1. Sorry not tracking India securities and L&T Infotech

      Delete
  95. Mam
    Is pebs swap ratio with pennar is 1:2 ?

    ReplyDelete
  96. Madam, please give your thoughts on "Nahar Industrial Enterprises" recent results!

    ReplyDelete