CMP = 126 |
Jubilant Industries Ltd is the flagship Company of Agri and Performance Polymers business of the Jubilant Bhartia group. It is leading producer of Agri and Performance Polymer products comprising consumer products like adhesives, wood finishes, application polymers like emulsion polymers, food polymers and latex such as vinyl pyridine, SBR, NBR latex, Crop Nutrition, Crop Growth, Crop Protection and IMFL. Company offers broad range of technology based products and solutions to customers in India as well as globally.
Performance Polymers
Performance polymers are having specific properties like temperature stability, chemical stability, mechanical properties and find wide range of application as given below.
Food Polymers
Jubilant Industries ranks No. 1 in India and one of the three major global suppliers of Polyvinyl Acetate (PVA). PVA is the major raw material for making gum base for chewing gum and bubble gum.
The Product is manufactured at a modern "state of art "manufacturing facility at Gajraula (UP). All grades of PVA have been developed by extensive in-house R&D efforts and technology improvements and conform to international standards and food Grade quality. PVA products are sold under the trade name of VAMIPOL.
All grades of the product comply with the Food Chemical Codex V and US FDA. The products as well as the manufacturing facilities are accredited with ISO 9001, ISO 14001 and OHSAS 18001 certifications. Products and the manufacturing facility are Kosher certified.
Jubilant boasts of a customer profile which includes the market leaders worldwide, in the chewing gum industry. Some of these are - The WM Wrigley Jr. Company, Cadbury (The Kraft foods Company) & Perfetti Van Melle Company. Jubilant is now expanding its portfolio of products in order to have a wider offering of food grade chemicals.
Latex
Jubilant Industries ranks No. 1 in India and is No. 2 globally, for manufacturing VP Latex (Vinyl Pyridine Latex) used in dipping of automobile tyre cord and conveyor belt fabric.
Company also produce SBR latex for use in tyre cord fabric. Company is bulk suppliers of these lattices to various tyre OEM's and dippers located globally. NBR latex used in automotive gasket binding applications. VP latex products are sold under the trade name of ENCORD.
These various grades of latex are manufactured in Samlaya. The manufacturing facilities are accredited with ISO 9001, ISO 14001, OHSAS 18001 and REACH certifications.
Consumer Products
The consumer products are sold under brand name of 'JIVANJOR' and it is the second largest brand in the wood adhesive and finishing sector after Fevicol (Pidilite Industries). Jivanjor brand is focused on providing complete range of woodworking solutions ie adhesives & wood finishes, footwear adhesives and epoxy sealants to the customers with nationwide network setup.
Woodworking Adhesives
Jivanjor offers a range of ready to use wood adhesives, which are suitable for most wood joinery purposes. They are very popular and effective assembly adhesives in the woodworking industry. Water based adhesives comprise of All Rounder, Polystic Hero, and Vambond Excel. These are ready to use adhesives which set rapidly at room temperature & offer superior bond strength to users. Jivanjor also offers contact adhesive Champion which is a synthetic rubber based adhesive for exceptional fast drying & vertical lamination. Jivanjor adhesives are available in attractive packaging & in various pack sizes
Footwear Adhesives
Jivanjor offers a range of footwear adhesives suitable for most shoe components bonding purposes. The range of footwear adhesives comprises synthetic rubber based adhesives and the hugely popular two component polyurethane adhesives. The rubber based adhesives, which include RB 1001F, RB 1003, RB 1005 and FOAMBOND find huge popularity with upholsters & footwear manufacturers. On the other hand, the two component polyurethane adhesives, which include PU 2000, PU 2001, and PU 2002, are indispensable raw material for footwear manufacturers. These products guarantee superior bond strength in stringiest conditions.
Epoxy Sealants
Jivanjor offers a wide range of epoxy sealants ideal for any repair job like small crack and leakages in a very short period of time. The variants include Plumber’s seal, Mix n Fix, Fast Seal, White Putty, 10 Minute Putty, Industrial Grade Epoxy and Wet Set. These are uniquely fresh scented and soft enough to be molded into any shape, they have a very short curing time and display exceptional strength once they are fully cured. These can be sanded, drilled, sawed and painted upon to give the desired look. Jivanjor adhesives are available in an attractive packaging & in various pack sizes for convenience in use.
Wood Finishes
Jivanjor offers complete wood finishes system, stains and ancillaries for decoration & protection of wooden furniture. The wood finishes system includes Polyurethane finish, Melamine Non Yellowing finish, Melamine finish, Nitrocellulose finish & PU Alkyd finish. These systems offer exceptional fast drying properties, tough coatings and superior resistance. Jivanjor also offers a wide range of stains that can be mixed to generate unique colours to suit every desire. Jivanjor also offering ancillaries like sealers & thinners required for the purpose of successful application. The finishes systems are supported by technical team which provides intense technical training.
Agri Products
Jubilant offers a range of products in crop nutrition, crop growth regulator and crop protection areas under the brand “Ramban”, which is a widely accepted brand in the market. Jubilant is the leading manufacturers of Single Super Phosphate (SSP) in India which is also the largest selling product under the Ramban umbrella.
Crop Nutrition
This category of chemicals primarily aid in root and shoot development and increasing the crop yield. They help to provide conditioning to soil and fight against crop diseases. Jubilant “Ramban” brand is highly regarded in major parts of country by farming community for its quality, consistency and reliability.
RAMBAN SSP (Single Super Phosphate, Granule and Powder)
BENTOSULPH (Bentonite Sulphur 90%)
RAMBAN BHOO SANJEEVANI (Organic Manure)
NUTRA PLUS (Water Soluble NPK)
SULPHA GOLD (Sulphur 90% DP)
Crop Growth Regulator
The chemicals under this category primarily help to improve the strength and resistance of crops and curtail the unwanted vegetative growth, saving time and thus increasing the yield. Jubilant crop growth regulators are being used by the farmers to ensure the right growth of plant by balancing different crop life cycle stage. Jubilant offers product to increase crops growth and balance maturity.
VAM C(Chlormequat chloride 50% SL)
Power Plus 500 – Granules (Triacontanol 0.05% granules)
RIPEX (Ethephon 39% SL)
Crop Protection
Jubilant has a wide range of products that covers different aspects of crop protection. The products are used from seed planting to harvesting stage thus ensuring a secure yield for farmers. During crop complete life cycle plants are being destroyed by insects, pests, weeds & fungus.
Jubilant offers a wide range of products for protection of crops. They are primarily classified as fungicides, insecticides and herbicides.
Fungicides
Fungicides exhibit protective as well as curative action and help to control fungal diseases.
1.Vozim (Carbendazim 50% WP)
2.HEXON (Hexaconazole 5% EC)
3.Vozim Plus (Carbendazim 12% + Mancozeb 63% WP)
Insecticides
Insecticides effectively guard against chewing and sucking insecticides.
IKON (Imidacloprid 17.8%, SL )
CARTEX (Cartap Hydrochloride 4% G)
ALTER (Alphamethrin 10% EC)
CYMAX (Chlorpyriphos 50% + Cypermethrin 5%)
RAIDER (Chlorpyriphos 20% EC)
Herbicides
Herbicides to control unwanted weeds growth.
1.FIRE (Pretilachlor 50% EC )
2.CLODINOX (Clodinafop Propargyl 15% WP)
Industrial Chemicals
Sulphuric Acid H2SO4 98.4%
Sulfuric Acid (H2SO4) is a strong mineral acid. It is a basic raw material used in a wide range of industrial process and manufacturing operations.
Sodium silicofluoride - Na2SiF6 [Technical Grade]
Sodium silicofluoride is formulated for cement additives, glass industries, ceramics and allied industries. It is white amorphous powder that comprises of high grade chloride, phosphate and allied compositions.
Indian Made Foreign Liquor ( IMFL)
Jubilant Industries has been manufacturing IMFL products for the various established brands in India, engaged in liquor business. Total installed capacity is 100,000 cases/month for IMFL. With a configuration of 5 automatic/semi-automatic lines we can handle all sizes of bottles.
All lines are equipped with required Vats for storage of ENA and labeling machines which provides flexibility for bottling various sizes of IMFL. Manufacturing unit at Nira is fully equipped with state of art laboratory to support product quality and standards.
Research & Development
Jubilant's technical expertise and experience enables maximization of efficiencies and profitability. State of art R&D Centre is based in Noida with team of qualified scientists work constantly on developing customized solutions for diverse end applications .
Distribution Network
Jubilant Industries has geographically diversified manufacturing facilities situated across India at Gajraula (UP), Kapasan (Rajasthan), Sahibabad (UP), Samlaya (Gujarat) and Nira (Maharashtra). Corporate Office is situated in Noida (UP). Jubilant consignee warehouses are located on the different high demand locations to ensure the smooth and efficient supplies.
Investment Rationale
We had bought Jubilant Industry in August 2016 at Rs 163 and stock has given good returns in next 6 months and gone up to Rs 417 in Feb 2017. After that company was unable to perform well as expected due to unfavorable market conditions. In last 3 years, company management has taken some below given excellent decisions which has ensured the turnaround of the business. Company has posted eps of Rs 15.18 for first half of the year and it is expected to improve further in coming quarters. It is first time in last 8 years, the company is going to post positive yearly results.
Rejig in Top Management
Rejig in top management of Jubilant Industry is a strategic move of Jubilant Bhartia Group to give more focus on business by promoters and to pass the baton to next generation so that they can prove their management capabilities by making turnaround of loss making business.
Appointment of Priyavrat Bhartia as the Chairman of the Company.
Appointment of Manu Ahuja as Chief Executive Officer & Managing Director
Appointment of Abhishek Mishra as Company Secretary & Compliance Officer
https://www.bseindia.com/xml-data/corpfiling/CorpAttachment/2017/7/46c6c56a-4f73-406b-827c-e85ac017715b.pdf
Fresh Capital Infusion
Company has raised 42 crores capital by issuing Allotment of Equity Shares and Convertible Warrants to the promoter @ 135.95 rupees per shares. Promoters shareholding with this preferential allocation has gone up from 68% to 75%. It has helped the company to reduce the debt and interest cost.
https://www.bseindia.com/xml-data/corpfiling/CorpAttachment/2018/12/9f189d3d-33b3-4757-b755-03252c36ac0d.pdf
Re-Utilization of Idle Asset
Company has decided to re-commence the operations of manufacturing facility located at Kapasan, Rajasthan which was temporarily discontinued the operations due to unfavorable market conditions in 2016
https://www.bseindia.com/xml-data/corpfiling/AttachHis/7a791416-8f74-4de0-9dc9-f64395d230ca.pdf
Agri and Performance polymers business are evergreen and huge future growth potential. Jubilant Industry product portfolio is having several well known established brands in their respective segment.
Jubilant management has given focus to promote consumer product brand 'Jivanjor' more aggressively to gain further market share by improving brand visibility and expanding distribution footprint pan India. The business will also focus on expanding reach in OEMs and in Project channel. A big chunk of adhesives produced are consumed by plywood, veneers and laminates sector. Indian plywood market is growing at 7-8 percent and is expected to continue such growth in future.
Even though woodworking adhesives market is dominated mainly by Pidilite but Jubilant Industries has lot of scope to expand its market share because adhesive industry has been growing at good pace with increased activity in real estate, new construction & renovation.
Wood Finish market is dominated by Asian Paints in retail channel. The end users are upgrading from basic varnish and nitrocellulose finishes to more value added finishes like melamine and PU (Polyurethane) for superior aesthetics and performance. The premium segments are driving rapid market growth and products demand of Jubilant Ind is also increasing at similar rate.
Quality wise Jubilant consumer products are meeting or exceeding its main peers like Pidilite and Asian Paints.
Performance Polymers business alone generating consistent revenue near 400 crores and now with increased focus on Agri and consumer products it will increase profit and margins.
Jubilant management has given focus to promote consumer product brand 'Jivanjor' more aggressively to gain further market share by improving brand visibility and expanding distribution footprint pan India. The business will also focus on expanding reach in OEMs and in Project channel. A big chunk of adhesives produced are consumed by plywood, veneers and laminates sector. Indian plywood market is growing at 7-8 percent and is expected to continue such growth in future.
Even though woodworking adhesives market is dominated mainly by Pidilite but Jubilant Industries has lot of scope to expand its market share because adhesive industry has been growing at good pace with increased activity in real estate, new construction & renovation.
Wood Finish market is dominated by Asian Paints in retail channel. The end users are upgrading from basic varnish and nitrocellulose finishes to more value added finishes like melamine and PU (Polyurethane) for superior aesthetics and performance. The premium segments are driving rapid market growth and products demand of Jubilant Ind is also increasing at similar rate.
Quality wise Jubilant consumer products are meeting or exceeding its main peers like Pidilite and Asian Paints.
Performance Polymers business alone generating consistent revenue near 400 crores and now with increased focus on Agri and consumer products it will increase profit and margins.
Conclusion
Jubilant Industries is well diversified company with evergreen product portfolio with brands like Vamipol (1st in food polymer in India), ENCORD (1st in VP Latex in India), Jivanjor (2nd largest after Pidilite) and Ramban (3rd largest in India) as well as world leadership position in Food Polymer & VP latex segments.
Jubilant Bhartia Group is well known for business ethics and integrity. Promoters are having excellent business track record with three listed flagships Companies - Jubilant Life Sciences Limited, Jubilant FoodWorks Limited and Jubilant Industries Limited.
Jubilant Bhartia Group is well known for business ethics and integrity. Promoters are having excellent business track record with three listed flagships Companies - Jubilant Life Sciences Limited, Jubilant FoodWorks Limited and Jubilant Industries Limited.
Market capital of Jubilant Industry is only 179 crores with annual turnover above 600 crores. It is excellent investment opportunity at cmp Rs 126 for both mid term and long term ( 2 year to 5 years ). It can be bought + / - 10% from cmp with 10-20 % of portfolio allocation.
Thanks dolly ji.
ReplyDeleteThank's
ReplyDeleteThank u medam for valuable recommendations...
ReplyDeleteThank You Madam ji!!
ReplyDeleteThank you for sharing new reco, hope this will help us recover loss happened in last 2 yrs. Also please share your views on AIA Engineering.
ReplyDeleteYes, there is fair chances to give multifold return in the long run. Not tracking AIA Engineering.
DeleteNamaste madam this company has faced some environmental issues and got notices last year ?
ReplyDeleteCompany has given update in May 2017 to National Green Tribunal’s (“NGT”) that JACPL operates its manufacturing facilities in Gajraula with zero liquid discharge.
Deletehttps://www.bseindia.com/xml-data/corpfiling/CorpAttachment/2017/5/f57df741-4dc5-4fb5-9939-929096a91a58.pdf
Thank M'am. I'm holding Jubilant Ind since August 2016. Hope my patience will be paid off in the coming days.
ReplyDeleteYes, this time we expect much better return
DeleteUttam mukherjee. Thank's madam for your kind recommendation. Plz tell us the short term target.
ReplyDeleteExpected return around 100 – 300% in 2 to 5 years
DeleteThank you maam. When you suggested this stock last time and at what price?
ReplyDeleteEarlier it was suggested on August 6, 2016 at Rs 163
Deletehttps://dolly-bestpicks.blogspot.com/2016/08/jubilant-industry-back-on-track.html
Dear Ma'am,
ReplyDeletePlease share short term n long term target...
Also,you mentioned quality wise it's meeting or exceeding it's peers so wanted to know have you done market check? I mean does your research also includes market check of products?
Thank you !
Expected return around 100 – 300% in 2 to 5 years
DeleteYes, most of the consumer products are available in the market for domestic and commercial use.
Hi mam, thanks for your suggestion.
ReplyDeleteI have a question, in case we buy something by putting lump some amount and due to market fluctuations if it comes down, in that case we may loose our capital to some extent.
If we try to buy in small quantities like weekly or monthly then the suggested price will cross. How to handle this situation?
It is very difficult to time the market or find the bottom of any stock. If we find it is value investment then no harm to invest in one time on availability of fund but if we don’t have fund then it is also good to invest in a small quantities on weekly or monthly or yearly basis.
DeleteThe same stock was trading near hundred and suddenly there was two upper circuit of 10% then I was expecting it will go further down but again it has gone up. If we will keep waiting then it may have crossed 200 near yearly results in the month of April.
Thanks mam
ReplyDeleteThanks so much madam for recommending such an evergreen stock. We are always indebted to you for your selfless service to small investors like us.
ReplyDeleteMadam debt to equity ratio seems high any comment on this for benefit of investors.
ReplyDeleteIt will come down significantly at the end of Q4, you will bet exact information in year end result. Conversion of warrants will also happen in this quarter.
DeleteThank you so much dolly ma'am...it has increased my conviction further on this stock...but I already hold 17% of my portfolio...now I have fresh funds to deploy and I expected a new stock this month...but as it was a repeated stock..can you please share a new stock where I can invest? From blog suggested stocks I dint hold alkali metals, xpro, kamdhenu...rest all I am already holding. Thank you in advance ma'am
ReplyDeleteIt seams that you are holding a lot of stocks in your portfolio with very low % of allocation, instead of adding new stock you can increase the allocation in existing stocks which are trading at low.
DeleteThanks Medam
ReplyDeleteHello ma'am
ReplyDeleteMy portfolio is in negative.
Kindly reccomend 4/5 stocks where u see maximum price appreciation in a years time.
Thanks
I have given update on December 25, 2019 at 1:05 PM on same question. You can buy these stocks near to 25 Dec price.
DeleteDeepak fertiliser and petrochemical
Clariant chemical
GNFC
Everest Ind
Radico Khaitan
Tata long steel products
Could you please tell me where you posted above recommendation on December 25 as I can't see it on this blog.
DeleteWhat about Rain industries, can we invest for 3 to 5 years
ReplyDeleteYou can buy near / below 100 with expected return around 15 % per year
DeleteWaterbase limited ka tragat kya RS.700 hai ?
ReplyDelete300 -500% target is already achieved, not advisable to buy at cmp
DeleteDear Mam
ReplyDeleteI am following upon my question on fertilizer sector which was posted in previous blog on why the sector will grow ? You replied that since population is increasing and crop acerage is decreasing it is an evergreen sector. I agree with you, but this is not a new phenomenon and despite this phenomenon last 5 - 6 years were very bad for Indian fertilizer industry and all the stocks in this segment resulted in wealth destruction.
I understand this is a very regulated industry with lot of government intervention and farmer's distress through out the country is well known to all. In my understanding this is the reason why fertilizers sector did not do well. This distress is still not addressed properly so I fail to understand why the fertilizers sector will grow.
Please share some specific events, policy changes etc and your knowledge and wisdom in detail, so we all can be enlightened.
Best Regards
Ajay
I have replied about Agri Sector and we have not bought any pure fertiliser stock due to cyclical nature of raw material prices. Our agri sector stocks are with diversified portfolio & more related to chemical sector
DeleteMam, is it good to buy suven life sciences before demerger?
ReplyDeleteSorry not tracking it
DeleteMadam i bought TPL@130,associated alcohol@210 and nocil@128,with 12% allocation each in my portfolio, can you please suggest whether i can sell any of these to buy jubilant industries? Thanks
ReplyDeleteNeed to stick with investment decision. These all stocks are good, you can continue to hold as it is.
DeleteDear Mam, Happy New Year 2020 and Maghey Sakratey to you and your family member . I am very much thankful to our mentor for regularly guiding us in a tough times during last two years. I had invested in Surana Solar, since from your recommendation, @ 10 % of my portfolio. Now, I need your suggestion, can I sell Surana solar and buy a Jubulant Industries. Will it be wise decision? please suggest.
ReplyDeleteThanks
With regards, Dipendra Khatiwara
First time it was suggested to swap it with orient paper and industry when it was trading Rs18 to 19 in July 2017. in this month it has gone up to 12 but now it it is trading near 9. Nobody knows the price movement of the stock but once we decided to buy or sell then we need to prepare the our mind and fix the price to sell / buy in gradual manner and execute it accordingly. In present situation you can wait for some bounceback before or after budget then take the decision accordingly
DeleteIt is very difficult to decide once we are in very good profit or or very big loss.
Mam can I add kothari petro at cmp? Is it fundamentally reliable? Thank you ma'am
ReplyDeleteIt is not advisable to buy at CMP, please refer our investment strategy
DeleteIs it advisable to buy nitin at CMP?
ReplyDeleteYes you can buy it for long term investment
DeleteSir is jubiliant turnaround case? Also operating profit of 2019 was 36 cr and intrest cost around 25 cr so majority amount going in intrest, though co is reducing debt, but in case of delay in revival it might find difficulty in paying high intrest cost..sir this just for learning purpose.
ReplyDeleteNow we are waiting for FY 2019-20 figure in April.
DeleteStill it is very good investment because everything is factored in CMP if the current trend will continue for another four quarters then you will not find it even at 300 .
Mam how this news is going to affect share prices of Gati? Is it the time to swap it with some other available option or hold as it is?
ReplyDeletehttps://wap.business-standard.com/article/companies/family-feud-takes-gati-to-nclt-transfer-of-management-a-sticking-point-120011801008_1.html
It will not have any impact on stock price because deal with Allcargo Logistics is going as per company plan
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachLive/aecc95b5-962c-4e96-b5d9-98ebd6df154a.pdf
Hi madam,
ReplyDeleteThanks for the recommendation.
How much revenue , do u think it will post in coming 3 to 5 years.
Thanks,
Venkat
800 -1000 crores revenue in coming 3 to 5 years.
DeleteMadam, Jubilant Industries was bleeding because of the loss and interest cost of the retail division. Have they disposed of the same? If disposed, this stock can give decent return.
ReplyDeleteRetail division was sold in 2015
Deletehttp://www.morestore.com/images/Website/Pdf/Press_Release_May_12.pdf
Hello Sir, Does SSP comes under organic fertilizer? In future bio fertilizer demand will grow as compare to chemical fertilizer. Is this assumption right?
ReplyDeleteBest Regards.
It is a mineral fertiliser produced from rock phosphate which is mostly imported from abroad
DeleteHello ma'am
ReplyDeleteIf you can some brief analysis of ur reccomended stock Tata sponge.
I don't have a metal stock in my portfolio so would like to add Tata sponge.
Is RS 430 a good price to buy.
It is good stock for long-term investment , can be bought in case of further correction around 350 to 400
DeleteHello ma'am
ReplyDeleteFuture prospect of media industry .
If you are tracking tv today, tv18.
Thanks
Sorry not tracking it
DeleteMam, Can I invest 3,00,000 more to this portfolio shared earlier at this market level on monday in lumpsum.
ReplyDeleteOr there may be correction in mid and smallcap expected?
Please suggest
it is not possible to time the market, because most of the stocks already gone up 10 to 30%. If you want to buy any stock just keep adding in small quantities.
DeleteHello Mam, why there is a sudden correction in market again? Hope all is well this time and it will recover soon. All the hopes are with budget.
ReplyDeleteIndex is near to all-time high and some correction is normal. But we saw that small and MidCap stocks are in positive trend with minor correction
DeleteHello madam can i invest in Sudarshan Chemicals kindly advise, thanks in advance.
ReplyDeleteSorry not tracking it
DeleteMadam take my pronum. Plz give us information about ktk bank. My purchase price is 172.can i average now or when i can get my price.
ReplyDeleteIt is not advisable to average any stock only due to price correction. Return on equity investment is also not fixed but we expect that banking sector will perform very well in next 2 - 4 years.
DeleteHello, what impact on fundamentals to do you see with proposed Scheme of Amalgamation between Ecotech Green Lifecycle Limited (“the Transferor Company”- the wholly owned subsidiary of the Company) and TPL Plastech Limited (“the Transferee Company” - the Holding Company) and its shareholders.
ReplyDeleteThank you.
Stock split is mainly to increase the liquidity of shares in the market. Merging of subsidiary in any company will help to reduce accounting work and manpower. Company has already given update on stock exchanges
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachHis/e70e9a32-4968-489d-85f4-fa260af0e912.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachLive/89fc1e48-ea6f-4694-9e92-b436bcc77011.pdf
Madam....is tpl plastech considering a share split? Will it be useful?
ReplyDeleteMoneycontrol forum
DeleteHello Madam, I'm holding Bharat Gears @ 163(CMP is 69) However, its rating just got downgraded and projected to deteriorate further due to excessive debt & slow down in commercial vehicles OEM market.
ReplyDeletehttps://www.crisil.com/mnt/winshare/Ratings/RatingList/RatingDocs/Bharat_Gears_Limited_January_22_2020_RR.html
Will it recover eventually & should I continue to hold it.
Auto sector will also recover with our economy in coming quarters. Generally rating agencies gives rating according to present outlook and financial condition.
DeleteYou can follow our investment strategy to limit the risk
https://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html
Dear Ma'am,
ReplyDeleteI have bought Tata steel long (sponge)
What should be expected return in 1-2 years tym frame?
Regards
It may not give better return in short term but good for long term investment only
DeleteHi Mam,
ReplyDeleteTPL plastech promoter seems to be proposing stock split (FV 10 to 1).
Is it fine to go for split when share price is just 130?
Do you see any fundamental concern?
Thanks many for your time and advice
There is no fundamental concern in TPL but stock split is mainly to increase the liquidity of shares in the market
DeleteDear madam, if we invest in companies like HDFC, HDFC Bank, HDFC Life, HDFC AMC, SBI Life, Kotak Mahendra - what would be the expected returns after 5-10 years?
ReplyDeleteOn average these stocks can give 10 to 15% return per year
DeleteMam I have brought Pennar Industry please update me that I have brought
ReplyDeleteNow you can continue to hold it for 3 -4 years for excellent return on your investment
DeleteHello Madam,
ReplyDeleteBirla Tyres demerged recently from Kesoram Industries. After the Birla Tyre shares are reflected in the demat account, what do you recommend:
1. Sell one or both companies, OR
2. Hold one or both, OR
3. Buy more of one or both?
Many thanks for your advice, which is always highly appreciated.
You can continue to hold both stock as it is for another 2 to 3 years for better return on your investment
DeleteHello mam can i swap my kcp holding with any other company? This company is showing very poor performance in last few qrtrs.your view about that
ReplyDeleteNow you can continue to hold for another few quarters and exit with some profit
DeleteDear Maam, Stocks of APL group are doing very well. Please giv e your inputs on Apollo Tricoat and Apollo Pipes.
ReplyDeleteSorry not tracking it
DeleteHello ma'am...can I buy Ganesh housing at cmp?
ReplyDeleteAt present housing construction and housing NBFC are passing through very tough time, you can buy it if you can able to hold for another 3 -4 years for decent return.
DeleteHi mam, I hold kamdhenu at rs 50 but at 215 i haven't sold any share. What should I do sell at cmp and buy jubliant ind??
ReplyDeleteNow you can continue to hold and exit with some better return
DeleteMam,
ReplyDeleteWhat is your view on Thyrocare? Seems to be undervalued compared to peers - better EBIDT margin, debt free and low cost lab tests have huge market to cater to given poor state of government medical facilities..
Also, Mam your view needed on Spencers Retail. Can i switch my fund from abfrl to Spencer retail? Holding abfrl for more than 3 years from 143 level.Currently, constitutes 10% of my current portfolio size.
Sorry not tracking these stocks
DeleteMam
ReplyDeleteCan kamdhenu be added at this price around 100? Heard they are planning to demerge it's paint division to a different entity.
Regards
There is no any update given by company
DeleteHi mam can TPL plastech be added at camp before split
ReplyDeleteThanks
yes you can add it on cmp
DeleteDear mam
ReplyDeleteI hv 950 Shares of LT foods at 24
Can I add more at cmp after launch of rice snacks
Regards
Yes you can add it on cmp for long term investment only
DeleteDear mam,
ReplyDeleteIf any stock has more liquidity, will it impact increase in stock price due more trading and profit bookings
There is no relation between stock price and liquidity i.e stock price can rise or fall with or without liquidity
DeleteGreetings all on 71 Republic Day wishes for better days!
ReplyDeleteNow Budget 2020 are nearing so interesting to watch market.
Best Wishes to you Madam and Happy Republic Day!!
Happy Republic Day
DeleteMam,
ReplyDeleteI want to invest 20% in steel company. Which is better option- sunflag or Tata Steel long?
Both are good stock but both have gone up 30- 40 % above from there low, in case of some good correction you can buy these stocks
DeleteMa'am Is there any one to look after the Businesses of Kumar Mangalam Birla after him?
ReplyDeleteYes , he is having son and daughter to take over in the future, if required, most of his companies are managed by professional people
DeleteHello maam can you comment upon two methods of investing. Pro n con
ReplyDeleteAveraging when a scrip is goin down or is down. What r the benifits and negative factors
Step up investing ie continue to add in bits when scrip is going up
In both cases, theoreticalIt it looks very nice but in practical it required a lot of courage and confidence to invest in deep correcting market or stock. For example now people find very easy to invest in current situation then six months back when the stocks are trading at 20-30% discount at that time market sentiment was very negative
DeleteMam,
ReplyDeleteCan i buy tataglobal at current price for longterm
It is good stock to buy near 250 in case of correction.
DeleteMam,Can we expect Deepak nitrate to reach rs 1000 by end of this financial year by March 2020.
ReplyDeleteIt will continue to grow gradually but above target may not be possible in given timeline
DeleteMam please suggest if we can Swap Orient Papers with Jubilant Ind?
ReplyDeleteNeed to sell the stock when it is on rise, but not after correction due to weak result. In this case one stock corrected around 20% and other stock has gone up 20%
DeleteHello, What are your views on IDFC bank? Is it worth to invest at CMP and wait for 1-2 years.
ReplyDeleteIf not can you suggest any other stock for 1-2 year investment.
Thank you.
If you want to invest in banking sector stock then you have to invest for 4 to 5 years because these stocks may not give desirable return in 1 to 2 years
DeleteHi Sir,
ReplyDeleteI have some fund to invest now and I have bought jubilant 10% and other blog suggested scrips.
Please provide your suggestion or your point of view on the below
1. Deepak fertilizers 2% -- will increase to 20%
Please suggest current cmp or price range and on dip adding.
2.Muthootcapital
Butterfly
Avanti feed
Tatastlp
Orient paper
Everest
You can buy Deepak fertiliser at cmp and other stocks on further correction around 25 to 30% from cmp except orient paper.
DeleteMaam...orient ppr posted bad result and orient electric posted good result. Whats your view?
ReplyDeleteSince demerger orient paper unable to perform well but still you can continue to hold it with expectation of better performance in next two years. On the other hand orient electric performed very well irrespective of market meltdown in small & midcap segment in last two years.
DeleteHi madam,
ReplyDeleteMany good stocks like sunflag iron, akshar chemicals,gp Petro are up by 30-40% from their lows. Why pennar industries is not moving ..? Any specific reason ?
Generally stock price movement will remain muted during buy back offer so we can expect good price moment after six month on the completion of buyback offer
DeleteHello mam,how is the stocks like alkyl amines, balaji amines and fair chem speciality for present situation, all r good @ current level for investment
ReplyDeleteSorry not tracking any of the above-mentioned stocks
DeleteMam I could buy only 50% of what I wanted to buy in Jubilant Ind, can I add remaining as and when get opportunity near 150? I'm planning to allocate 20% in this stock. Thanks
ReplyDeleteIf you are investing for long-term then you can buy 10 to 15% above suggested price. But it is not advisable to buy at much higher price because we have seen in last two years that initial buying price make a much bigger difference in case of severe market correction.
DeleteHi maam, whats your view on Hindustan Unilever and Nestle.
ReplyDeleteBoth are best and market leader in their respective FMCG segment
DeleteDear Madam/Sir,
ReplyDeleteThanks for your recommendation!
Could you please share few companies, which can give 25 to 30% yearly returns.
Thank you!
Deepak fertiliser and chemical is good option
DeleteThank you Mam. Have a great weekend!
DeleteDear Sir,
ReplyDeleteAre you tracking Gulshan Poly?
Sorry not tracking it
DeleteHi dolly madam... I missed your Jubilant post at 126.... Now it is at 160.... Do I invest now or wait for correction as expiry is nearby
ReplyDeleteYou can wait for some correction
DeleteDear Mam,
ReplyDeleteDue to virus outbreak in China becoming a growing concern day by day - lot of production and supply chain expected to get impacted.
What will be effect on Indian markets and sectors that will be impacted.
Corona virus is very old story and it exist in Gulf countries for more than 10 year. This hype is fabricated by media to create a panic as usual
DeleteHi madam, what's your views on Bharat gears result and investment in this scrip??
ReplyDeleteResult is below expectation due to slowdown in auto and ancillary industry segment, You can continue to hold it with expectation of better results in next 3-4 quarters
DeleteDear Sir,
ReplyDeleteI went through Nov transcript of Pennar. What i understood about this company is that they are good in starting a vertical but difficult in scaling all. New strategy is to scale railway business, to get in precision manuf, and go beyond steel. Strategy looks good if executed but will take time and capex. I'm LT in pennar @41, 20%. A doubt, Are they not bit late in railway expansion?
Thanks.
They are in railway part manufacturing business for quite long time but if we see the steel sector as a whole then we will find that they are one of the best performer in the industry. Even though at present it is not reflecting in the stock price but sooner or later it will reflect in stock price
DeleteGood mornig madam ji...
ReplyDeleteI am your big fan
Can u suggest about KIRI INDUSTRY
1)IS IT GOOD COMPANY FUNDAMENTAL
2)CAN I EXPECT GOOD RESULTS IN Q3
3)WHEN SINGAPORE COURTS JUDGE MENT DATE
4) WHAT IS THE BEST PRICE TO ACCUMULATE
PLS SUGGEST MADAM
Sorry not tracking it
DeleteDear Sir,
ReplyDeleteHow do you analyse alkali metals results. I am Holding @57. Do you suggest to hold further or better to swap with Deepak fertilizer ?
With reference to our investment strategy strategy if any stock unable to give desired return in three year then we have to swap it with better option. Now stock is trading near to your buying price you can swap it with Deepak fertiliser
DeleteThanks a lot sir.
DeleteDear Maam, pls give your inputs on Jubilant Industries Q3 Result. How do you read it,
ReplyDeleteQ3 Result is excellent, we can expect much better results in coming quarters.
DeleteNote – need to compare the result year-on-year for agri-sector related stocks on consolidated basis.
Respcted Madam
ReplyDeleteI hold Page Industries last 10 years, please guide me what I will do ?
Sorry not tracking it
DeleteDear Ma'am please suggest some shares
ReplyDeleteAlready holding Jubliant n tata steel long
Booked profit in radico
So.need to invest..please share
You can Increase the quantity of existing stocks and add Deepak Fertilizer at cmp
DeleteBharat gears since recommendation has become less than 1/3 of the recommended price and continuously posting losses in quarterly results. Is there any chance for revival of this business and is it adivsable to hold on to this company where sales are declining too
ReplyDeleteResult is below expectation due to slowdown in auto and ancillary industry segment, You can continue to hold it with expectation of better results in next 3-4 quarters.
DeleteYou can also follow investment strategy to limit the risk
https://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html
Dear madam, your views on nocil result and investment in it at cmp?
ReplyDeleteResult is weak due to slowdown in auto sector you can continue to hold it and add more in case of further correction near Rs 70 to 80
DeleteMadam...I have 40k to invest...I am in dilemma between Deepak fertilizer at cmp vs jubilant industries at 140
ReplyDeleteAlso I have kesoram at 150, amar Jothi spinning at 160, allcargo at 180, gati at 110, ganesh housing at 125, pennar ind at 49, kcp at 110, Nitin spiinners at 122, gp petro at 83,bharat gears at 196, top plast at 286...plz suggest any stocks to swap with jubilant Ind and Deepak fertilizer
From last few days Deepak fertiliser has good correction , now it is trading below suggested price you can start adding in small quantities
DeleteMam wat about other stocks which he asked???
DeleteMam,I am holding talbros from 119 level and abfrl from 143 level since 2016.. Should i swap these with Jubilant/Deepak fertilizer?
ReplyDeleteYou can continue to hold free of cost shares of Talbros auto for long-term and keep ABFRL as it is
DeleteMadam, NOCIL is not giving good results, is it still good to hold.
ReplyDeleteResult is weak due to slowdown in auto sector you can continue to hold it with expectation of recovery in auto sector in coming quarters
DeleteMadam, recently read a report about Birlasoft in DSIJ, do u have any recomendations for it.
ReplyDeleteSorry not tracking it in recent time
DeleteMam can we sell orient electric or hold for better return ?if yes, plan to deploy that money to Deepak fertilizers
ReplyDeleteYou can continue to hold winning stocks in your portfolio, it is having no effect of market fluctuation in last two years
DeleteAfter good result also why Jubliant hit lower circuit?
ReplyDeleteDidn't get this...please advise
Regards
There is possibility that some people have bought it only for short-term gain but recent market correction has created panic, Stock price will normalise within a few days
DeleteHi Sir,
ReplyDeletePlease provide your view on the below and accumulating at current cmp
1. Prakash Pipes(PPL) - buy at cmp Is there any reason behind the fall?
2. Ifb Industries - buys at cmp(<600) -(results are not as expected)
3. NOCIL - but at cmp (<94) - (i believe because of tyre industry slow down)
You can start buying these stocks in small quantities and keep adding on further correction. Sometimes stocks correct without any specific reason, such correction may happen due to news driven correction in specific sector or a whole market.
DeleteMaam, jubilant ind posted bad results....your view?
ReplyDeleteThere is more than hundred percent rise in net profit. company is working on their strategy on cost control and better operational efficiency by focusing the market around 400 km from their manufacturing sites. It resulted in some de-growth in topline for short term but it will give much better result in coming quarters
DeleteHello Mam/Sir, based on budget 2020, please suggest stocks to add/remove in portfolio.
ReplyDelete- Budget -ve for Fertilizer sector as focus on organic/natural farming
- Focus on Solar Power & Renewable Energy and Infra
Please review other aspects as well and help all the blog members to recreate the portfolio.
We will go for few stocks in 2020, which are having high growth potential and very low-risk on our investment.
DeleteDear Maam, Impact of Budget on Deepak Fertilizer over medium term.
ReplyDeleteWe saw a knee jerk reaction of 5%
Any good news or bad news may create 10 to 20% fluctuation in stock price for short term but consistent growth and turnaround of the Deepak fertiliser will give decent return in future
DeleteDear mam
ReplyDeleteAs per BSE filling kamdhenu is planning to demerge it's paint business. Can we add more at this price? What is expected price of paint shares after demerger?
Regards
It will take 12 to 18 months to complete the process of demerger. Till then stock price may continue to fluctuate and it is very difficult to find bottom because steel sector still struggling, The stock has already given 500% return in return if you are holding free of cost share then you can continue to hold. If you want to make new investment then buy in small quantities and keep adding on every further correction for long-term investment only
DeleteMam,
ReplyDeleteWhts your view on tdy Budget & Market after 1000 point fall.
Budget is good and some market correction was expected because it was trading near all-time high.
DeleteMaam, should budget like event be even consisered in investment arena?
ReplyDeleteHow do u rate this budget?
Are we on track to achieve our investment goals by 2022-24 ? (I started in 2017)
Time is testing us so much , its painful sometimes.
Sometimes i think if could have just continued my step up sip in MFs the same way i used to do it, then i would have been richer by 10-12 lakhs as per nominal CAGR i am getting now, but i choosen direct investing in stocks and i am poorer by 4-5 lakh. I dont regret it but i am just sharing my mixed thoughts. May be i could again get a motivated reply from you. Which will again give me courage to continue.
Thanks mam.
May u remain in good health always.
@Ravi, sorry to take the liberty of replying on your comment here. Look we are all in the same boat and yes it is painful to see our stocks are down by 50-60% during last couple of months. But let's stay invested and, show some more courage to hang on and hope for the better tomorrow! I believe every dark tunnel has a light of hope.
DeleteThanks,
Mehul
You may continue your SIP plan in mutual funds to mitigate the risk. In general 90% of the mutual fund will give below average return. Because most of the mutual funds are linked with equity if equity will perform well then mutual fund will give around 5-10% return if market will not perform then mutual fund will also negative return.
DeleteHello Madam,
ReplyDeleteWhat is your views on budget
Budget is good and in line with long-term goals of the government to create a 5 trillion economy in next 3-4 years
DeleteHi Sir,
ReplyDeleteShall we take this fall as opportunity to accumulate? Or still correction may continue?
Please provide your opinion or comments:
I am thinking to accumulate Deepak fertilizers, Tatastlp, Everest, PPL,IFB,Nocil,HSCL, Butterfly and Philipcarbon
Thanks
We cannot time the market but these are good stocks providing very good investment opportunity so you can start buying these stocks in small quantities and keep adding on further correction. Sometimes stocks correct without any specific reason, such correction may happen due to news driven correction in specific sector or a whole market.
DeleteDear Medam,
ReplyDeleteCould you please provide your inputs about below stocks. I can hold them for long term (More than 3 years).
1) Avanti Feeds
2) IFB Agro / Radico Khaitan / G M Breweries / Associated Alcohols - Which is better? Can I buy at CMP or buy on dips?
3) Muthoot Capital Services
4) Deepak Nitrite
5) ABFRL
6) GSFC
7) Nitin Spinners, HSCL and GHFC - Can I buy @ CMP or on dips?
8) Sunflag Iron & Steel - Can I buy @ CMP or on dips?
You can start buying these stocks in case of correction near 10 to 20% from their 52 week low and keep adding on every further correction. In the recent times some of these stocks have gone up more than 50% so it is not advisable to buy at CMP
DeleteHello madam,
ReplyDeleteWhat is the logic behind company stock price remaining muted during companies buyback of its shares
In some cases promoter also participating and minimum buying price is fixed and everybody can participate to surrender the shares at minimum fixed price. In some cases where the promoters are not participating and company is buying to diffuse the shares to increase their holding in that case price rise is difficult.
DeleteView on market & our stocks?
ReplyDeleteMarket is the best place to create and destroy the money. Every stock will go up and down. Long-term investor will win most of the time and short-term investor will lose most of the time.
DeleteHi Mam,
ReplyDeleteIs Nitin Spinners in man made fabric? Govt has relaxed import duty on PTA which is going to benefit technical textiles andan made fabric rs.
Can i expect Q3 good results from Deepak fertilizer
ReplyDeleteDolly Mam,
ReplyDeleteCan you please post a new topic on Indian Budget 2020. Thanks.
Jubilant industries is gng down consistently in past 3-4 sessions...any bad news or just profit booking ?
ReplyDeleteViews on Everest industry results? Can it be accumulated ?
ReplyDeleteHello mam... please write review about 2017-18,2018-19 blog recommend stocks ,bcoz of the poor performance of the balance sheet in each qtr.most of the stocks increased their debts from earlier level, except Deepak nitrite and orient paper. See other stocks like gati,kcp,Nitin,SPTL(i written off the scrip),pennar etc etc.can i swap these scrips with other stocks like associated alcohols, everest,alkyl amines,CDSL etc... Expecting your valuable reply
ReplyDelete