Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
Friday, October 15, 2021
Vijayadashami - Greetings
Dear Blog Members
On this auspicious day of Dussehra… I wish you every happiness and the fulfilment of all your dreams.
Happy vijaydashmi mam I want that please give me your valuable comments on my portfolio I have Trident 5000@18 Tata power 800@127 ItC 450 @ 210 Jk bank 500@25 Hemisphere properties 350@ 123 Indian cements 100@182 Gail 150@ 152 Raymond's 67@ 447 Add shop e retail 100@141 Gmdc 350@ 63 Please 🙏 reply me mam....
Wish you Happy Dusshera..Madam..God bless you and family with happiness and full prosperity.
I have FOC shares of Ganesh Housing. Yesterday q2 results are showing 15 cr net profit. what step I have to take only after your suggestion. My purchase price as Rs.130/-, and averaged @ 36 and sold a quantity @ 130. I observed one thing as your decision on any share never fail but it may may take some more time, examples are 'Expro india' went 700 level since recommendation and Ganesh Housing in route. What is the next tgt for ganesh housing of my FOC shares.
Happy Vijaya dashmi Mam May god bless you and your family in abundance.
I wanted to let you know that I have benefitted and learned a lot from your blog.It has really transformed the way I was investing.Hopefully one day I will get an opportunity to thank you in Person.
Maam... I think pondy oxides is getting ready for the next leg of growth with lead prices at all time high in international markets and also commissioning of new copper recycling facility. I think the share can even become multibagger from here on in years to come
Very happy Vijayadasami to you, family and blog members.
1. Regarding Add-Shop. We said that it's cash and carry, so understanding is customer pay money when they procure the product, so debtor days should be nil, but website (screener.in) says that 141 days for debtor days. Could you please throw some light on this?
2. Regarding NCL industries, they are bidding Andhra cement around 1000 Cr, but andhra cement market cap is only 460 Cr with big debt 960 Cr. What could be the benefit for this bidding for NCL?
1. Company sell products directly to retail distributor in cash but need to keep enough inventory for future to maintain the seamless and uninterrupted supply. 2. Deal is based on plant replacement cost per ton.
Thanks Mam. Happy Vijayadashami to you and your family mam. I have gained a lot from your blog and I hope you will keep sharing your knowledge to many small investors like me for a very long time. Thanks again mam
I have a question regarding Magna. The results have been stagnant for the company for past several quarters even though the company is profitable. What is the trigger for turnaround for this company going forward. Reason why I am asking is, we have seen many triggers for turnarounds in Deepak Nitrite (Phenol Plant), Deepak Fert (Valued added products & New Capex project), Daichi (plant relocation), Raymond (restructuring and Realty). But in the case of Mangna, no such events are there, so how to expect a change in performance going forward. Pls clarify.
A very happy Vijayadashami to you and your family I think you had answered this query earlier blogs , but could not locate !
When you say allocate 15% for a stock , is it 15% of the invested amount ( considering capital withdrawal at 100% profit and reinvesting back ) or the actual portfolio that we own including investment and profits ?
Madam, any views on power company given the view of EV segments and power crisis. Tata Power is already planning of pan India Charging stations. However all the green energy power companies ran a lot in last 6-12 months. Any view on these companies which can be accumulated at CMP for longer term
Yes , Q2 result is in line with our expectation of Rs 150 crores sales turnover for current FY-22. We expect that company will achieve the target with ongoing initiatives.
Good morning mam Any updates on Magna and Raymond Its very range bound , even market is hitting highs, And also give comments on when to book profit in add ahop
We have bought these stocks only few month / week back for 3 year investment. You can book the partial profit around 100% and keep the free of cost shares for long term.
Dear Mam, We hv never witnessed such huge blow for Deepak Nitrite in a day. Is it a regular profit booking or Panic selling or really any issue?!? Wr Gajendrakumar
It was also gone up in the same manner. In the beginning of this month price was around Rs 2400. Lot of investors bought for short term gain with expectation of better Q result but it went other way and some price correction happened.
Dear mam, Is Dai-ichi karkaria comes under commodity chemical category? What are other specialty chemical stocks comes under this category from our site.
2) Most of the chemical companies are manufacturing specialty chemical. Some are making commodity chemical to fulfil their basic raw material requirement as backward integration. For example Deepak fertilise is going to ammonia plant as backward integration to complete its value chain.
Dear Maam, Can you recommend some business magazines or newspapers that one can read which has good insights on listed companies and what are their plans and actions.
It is not advisable to buy any stocks above 15% from suggested price. Addshop was trading around Rs 141 - 156 from 4 October to 18 October but surprisingly you have bought at 174.
Jubilant Industries has given excellent results in first half of the year. Going by the results and looks like the stock can get rerated. Please share your valuable inputs.
Also Maam, Deepak Fertilizer is doing some QIP @ 422. This is good for the company and us right?
Jubilant Industries is having lot of growth potential and it is just beginning.
Deepak Fertilizer QIP @ 410 is very positive for company that major investor like Smallcap World Fund Inc , Govt Pension Fund Global, Axis Mutual Fund, BNP Paribas Arbitrage Fund , Fidelity Pacific Fund have invested above Rs 400 by seeing its future growth potential.
It is also very positive for our blog member who have bought it around 100 and still keeping free of cost shares.
Mam your views on Suumaya Industries is it right time to buy at low price just check this share and tell about this company if you are not tracking also see the company mam
There will not be any significant impact on DN because anti Dumping duty removal is only on Korea, Singapore and EU. These countries have very small exports to the India.
Madam, please throw some light on the following companies who replaced their management with new generation, is it right to enter into these companies for longterm.
There will not be any significant impact on DN because anti Dumping duty removal is only on Korea, Singapore and EU. These countries have very small exports to the India.
Respected Rajiv Sir, please share your views on Kitex Garments. Company is going big capex in Telangna state and Textile sector doing well after a decade.
I am a new investor in stock market for long term purpose..I have small savings with this invested below shares is it right portfolio mam..plz suggest mam
Sir, Can you share small cap hidden gem which is aligned to one of the vertical such as 1)Telecom/5G 2)Green Energy 3)Digital space/new age technology.
Madam, i am very thankful to your service without expecting any return gift, i am the one of the followers of your blog since beginning, even blood relation/ siblings are also not guided like you. i had invested in your all suggested stocks, today i saw a Magic on the share "TCI EXPRESS " while listing the same after demerger @250, according to your guidance listing price of Rs.250 is observed in single day movement.
Can we expect this may fly like another "Blue dart" in next five years.
When we expect next recommendation in calendar year 2021.
Company has already completed the expansion, now they can use excess cash to buy the shares. It will help to increase the stock price as well as promoters holding.
Raymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
Raymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
Result is ok and there is good growth in topline but bottom line impacted due to higher material cost. It is good to compare YoY basis to eliminate seasonal factor.
Company has already completed the expansion, now they can use excess cash to buy the shares. It will help to increase the stock price as well as promoters holding.
Raymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
Madsm ji, mera pass FOC Jubilant industries hain, 50% sell karke same price mein Jubilant ingreava & Jubilant pharmanova, buy karna chata hum, mera decision sahi ya nahi, Nahi toh Jubilant industries FOC as it is hold karsakta hum.
Mam, your previous suggested shares are Magnelq@167/-, bharatgear@160/-, tpl plastech@180/- now present stock prices below at your suggested value, is it right time to buy in present market mam..
Madam, please throw some light on "ward wizard innovations", recently introduced e-bike in pune and successfully opend sixth showroom, can we expect future multi bagger. Thank you.
Mam, would like to have your inputs on the todays AksharChem results. They mentioned that the ppt silica unit started in July but then this should have showed up in the q2 result in comparison to Q1 but that doesn’t seem to be the case. Yes, there was two weeks shut down of H-acid plant which could have impacted the revenue correspondingly. If the silica plant is really commissioned, then why this quarter margin didn’t increase and why the CWIP has risen. For me, there are so many questions unanswered in the quarterly result. How you gauge this result. And finally, why they are going for share buyback when they don’t have that much cash in their BS, is it because of future prospect?
1) YoY there is good improvement. 2) New plant capacity utilization will increase gradually. 3) Buyback offer is good option to eliminate impatience investors with little profit. It will also help to increase the promoters holding.
Q2 result of Dai- Ichi is below expectation. Some investors are getting impatience but our investment is still less than 7 months and it is too early to comment on it. It is still trading around 25% above suggested price, it is also good return in 7 month.
Mam you mean to say book profit for 25%? Are you confident enough of the management that they can turnaround or will they keep struggling 🤔 why other expenses are always high? Any lights on that? Thnx.
Dear Mam, Am holding SPTL..waiting for good time to exit...16 bids incl Reliance and Nitin are there for Sintex Industry...Will it turn around SPTL issue
Ma'am, I'm trying to understand how Add Shop bonus is a "good news for investors". Just last year, in July 2020 they had given three bonus shares for every four shares. Now again they are meeting for a fresh bonus issue. The company is yet to declare its first dividend.
respected madamji HAPPY Dipawali" in advance to you and Dear Rajiv sir , please advice for jubilant industries for next 5 yrs view , is it going to be give similar returns like deepak nitrite . i can wait for next 5 yrs as you say it is just begining of this jubi ind is it going to be next midcap or bluechip company . please reply my buying price 120 jub ind
Respected sir, In July 2020, that is, just last year, Add Shop Eretail had offered three bonus for every four shares. Now again they are considering to give bonus shares without declaring a single dividend. How this is justified? I'm trying to understand your view how this constitutes "a good news for investors".
Respected sir, In July 2020, that is, just last year, Add Shop Eretail had offered three bonus for every four shares. Now again they are considering to give bonus shares without declaring a single dividend. How this is justified? I'm trying to understand your view how this constitutes "a good news for investors".
Hi Madam, Thanks a lot for your suggestions which are given at free of cost. From the above comments I found that Add shop is your final suggestion for this year. I have some funds now. Can you please suggest in which stock I can Invest now.
Happy vijaydashmi mam
ReplyDeleteI want that please give me your valuable comments on my portfolio
I have
Trident 5000@18
Tata power 800@127
ItC 450 @ 210
Jk bank 500@25
Hemisphere properties 350@ 123
Indian cements 100@182
Gail 150@ 152
Raymond's 67@ 447
Add shop e retail 100@141
Gmdc 350@ 63
Please 🙏 reply me mam....
You can continue to hold Trident, Raymond and Addshop for long term. Not tracking other stocks.
DeleteThankyou madam
DeleteMadam please tell ur view on lasa supergenic it was ur recommede
DeleteWish you happy dasara to you and your family Madam.
ReplyDeleteHappy dasara to all blog members.
K Harish Kumar
Dear ma'am, Wish you happy Dussehra to you and your family
ReplyDeleteWish you Happy Dusshera..Madam..God bless you and family with happiness and full prosperity.
ReplyDeleteI have FOC shares of Ganesh Housing. Yesterday q2 results are showing 15 cr net profit. what step I have to take only after your suggestion. My purchase price as Rs.130/-, and averaged @ 36 and sold a quantity @ 130. I observed one thing as your decision on any share never fail but it may may take some more time, examples are 'Expro india' went 700 level since recommendation and Ganesh Housing in route.
What is the next tgt for ganesh housing of my FOC shares.
FOC shares can be hold for long term.
DeleteWish you, your family and all the blog members a happy Vijayadashami madam
ReplyDeleteRespected Ma'am, On the auspicious day of Dussehra, wishing you and your family all happiness and glory.
ReplyDeleteThanks you Mam.
ReplyDeleteHappy Vijayadashami to you and your Family too.
Happy dushehra Rajiv sir. May god shower his choicest blessing on you and your family
ReplyDeleteHappy Vijayadashami!
ReplyDeleteShubh vijyadashmi to your whole family.
ReplyDeleteHappy Dusherra Mam and sir 🙏🙏
ReplyDeleteHappy Dussehra to you madam and all our blog members
ReplyDeleteThanks Mam.
ReplyDeleteHappy Vijayadashami to you and your family.
🙏Wish you happy dussera to you and your family madam.
ReplyDeleteHappy Vijayadashmi Madam.
ReplyDeleteSubha Vijaya Dashami to you and your family mam. Thank you vary much for showing me the path to stress free investing journey.
ReplyDeleteHappy Vijaya dashmi Mam
ReplyDeleteMay god bless you and your family in abundance.
I wanted to let you know that I have benefitted and learned a lot from your blog.It has really transformed the way I was investing.Hopefully one day I will get an opportunity to thank you in Person.
Happy vijaya dashing madam
ReplyDeleteWish you happy dussera to you and your family madam.
ReplyDeleteThank you madam, i wish you a happy Dussehra to you and your family.
ReplyDeleteA very happy Vijayadashami to you and your family. Thanks Madam
ReplyDeleteThank you Man and God bless
ReplyDeleteMaam... I think pondy oxides is getting ready for the next leg of growth with lead prices at all time high in international markets and also commissioning of new copper recycling facility. I think the share can even become multibagger from here on in years to come
ReplyDeleteYes, you can continue to hold free of cost for long term.
DeleteHi Madam,
ReplyDeleteVery happy Vijayadasami to you, family and blog members.
1. Regarding Add-Shop. We said that it's cash and carry, so understanding is customer pay money when they procure the product, so debtor days should be nil, but website (screener.in) says that 141 days for debtor days. Could you please throw some light on this?
2. Regarding NCL industries, they are bidding Andhra cement around 1000 Cr, but andhra cement market cap is only 460 Cr with big debt 960 Cr. What could be the benefit for this bidding for NCL?
Thanks many for your time on this
1. Company sell products directly to retail distributor in cash but need to keep enough inventory for future to maintain the seamless and uninterrupted supply.
Delete2. Deal is based on plant replacement cost per ton.
Thanks for all your help.Happy Vijayadashami to you and your family
ReplyDeleteWish you happy dusshera madam..
ReplyDeleteThanks Mam.
ReplyDeleteHappy Vijayadashami to you and your family mam.
I have gained a lot from your blog and I hope you will keep sharing your knowledge to many small investors like me for a very long time.
Thanks again mam
Mam can we enter in tpl plast at the current market price
ReplyDeleteIt is not advisable to buy at cmp
DeleteHi Ma'am,
ReplyDeleteI have a question regarding Magna. The results have been stagnant for the company for past several quarters even though the company is profitable. What is the trigger for turnaround for this company going forward. Reason why I am asking is, we have seen many triggers for turnarounds in Deepak Nitrite (Phenol Plant), Deepak Fert (Valued added products & New Capex project), Daichi (plant relocation), Raymond (restructuring and Realty). But in the case of Mangna, no such events are there, so how to expect a change in performance going forward. Pls clarify.
It will also start performing along with improvement in industrial growth.
Deletehttps://eaindustry.nic.in/Key_Economic_Indicators/Key_Macro_Economic_Indicators.pdf
Dear Mam,
ReplyDeleteA very happy Vijayadashami to you and your family
I think you had answered this query earlier blogs , but could not locate !
When you say allocate 15% for a stock , is it 15% of the invested amount ( considering capital withdrawal at 100% profit and reinvesting back ) or the actual portfolio that we own including investment and profits ?
Yes it is 15% of the invested amount but excluding free of cost shares.
DeleteMadam, any views on power company given the view of EV segments and power crisis. Tata Power is already planning of pan India Charging stations. However all the green energy power companies ran a lot in last 6-12 months. Any view on these companies which can be accumulated at CMP for longer term
ReplyDeleteTata Power is already operating the Electric Vehicle charging stations in Mumbai, Delhi and Hyderabad
Deletehttps://www.tatapower.com/businesses/next-gen-power-solutions/ev-charging-
solutions.aspx
We are not interested in large cap stocks but looking for good small cap company in this field. We will try to cover this segment in coming months.
Belated happy vijayadashami madam...
ReplyDeleteBelated happy vijayadashami madam...
ReplyDeleteHi Mam,
ReplyDeleteHappy Saraswathi Pooja & Ayudha Pooja to you and your family.
Maam request your views on speciality restaurants
ReplyDeleteSorry not tracking it
DeleteMam
ReplyDeleteyour views on Add-Shop Q2FY22 results.seems very promising and stock locked in UC after the announcement of results.
Regards
Yes , Q2 result is in line with our expectation of Rs 150 crores sales turnover for current FY-22. We expect that company will achieve the target with ongoing initiatives.
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachLive/a2dc7ca0-da80-4d81-a0ad-6a363e890fa8.pdf
Good morning mam
ReplyDeleteAny updates on Magna and Raymond
Its very range bound , even market is hitting highs,
And also give comments on when to book profit in add ahop
We have bought these stocks only few month / week back for 3 year investment. You can book the partial profit around 100% and keep the free of cost shares for long term.
DeleteDear Mam, We hv never witnessed such huge blow for Deepak Nitrite in a day. Is it a regular profit booking or Panic selling or really any issue?!?
ReplyDeleteWr
Gajendrakumar
It was also gone up in the same manner. In the beginning of this month price was around Rs 2400. Lot of investors bought for short term gain with expectation of better Q result but it went other way and some price correction happened.
DeleteHi madam can i hold navin flourine share for next 5 years.
ReplyDeleteSorry not tracking it
DeleteDear mam,
ReplyDeleteIs Dai-ichi karkaria comes under commodity chemical category? What are other specialty chemical stocks comes under this category from our site.
1) No
Delete2) Most of the chemical companies are manufacturing specialty chemical. Some are making commodity chemical to fulfil their basic raw material requirement as backward integration. For example Deepak fertilise is going to ammonia plant as backward integration to complete its value chain.
Dear Maam, Can you recommend some business magazines or newspapers that one can read which has good insights on listed companies and what are their plans and actions.
ReplyDeleteI am not aware of any specific business magazines but you can use all formats of available media like magazines, newspapers, TV, and internet.
DeleteDear Madam,After seeing the today's fall, is this a good time to sell all our DN shares ? Please advise. Thanks
ReplyDeleteYou can continue to hold the free of cost shares for long term.
DeleteGood morning ma’am..now I have 5000 ASRL@174 & Raymond 4000@430/-.ur comments on the price of both buys will be appreciated..thanks in advance
ReplyDeleteIt is not advisable to buy any stocks above 15% from suggested price. Addshop was trading around Rs 141 - 156 from 4 October to 18 October but surprisingly you have bought at 174.
DeleteMadam, is it worth buying Associated Alcohol &Breweries at current rate?
ReplyDeleteStock price has gone up significantly , it is not advisable to buy at cmp
DeleteDear Maam,
ReplyDeleteJubilant Industries has given excellent results in first half of the year. Going by the results and looks like the stock can get rerated. Please share your valuable inputs.
Also Maam, Deepak Fertilizer is doing some QIP @ 422. This is good for the company and us right?
Jubilant Industries is having lot of growth potential and it is just beginning.
DeleteDeepak Fertilizer QIP @ 410 is very positive for company that major investor like Smallcap World Fund Inc , Govt Pension Fund Global, Axis Mutual Fund, BNP Paribas Arbitrage Fund , Fidelity Pacific Fund have invested above Rs 400 by seeing its future growth potential.
It is also very positive for our blog member who have bought it around 100 and still keeping free of cost shares.
Hello Mam, what is you're opinion on Asian Granito? Can it be bought for long term?
ReplyDeleteSorry not tracking it
DeleteMam your views on Suumaya Industries is it right time to buy at low price just check this share and tell about this company if you are not tracking also see the company mam
ReplyDeleteSorry not tracking it
DeleteHi Mam,
ReplyDeleteIs it time to exit from DN completely?I have FOC shares but total value constitutes 50% of portfolio.
No need to exit completely but you can book some more profit around Rs 3000
DeleteMam, How much will be effect on Deepak Nitrite earning after Anti Dumping duty on phenol revoked by Government?
ReplyDeleteThere will not be any significant impact on DN because anti Dumping duty removal is only on Korea, Singapore and EU. These countries have very small exports to the India.
DeleteMadam, please throw some light on the following companies who replaced their management with new generation, is it right to enter into these companies for longterm.
ReplyDelete1. DFM Foods
2. Linkolin pharma.
Sorry not tracking these companies
DeleteGovt has removed anti dumping duty on phenols two days back.This may be reason for fall in DN share
ReplyDeleteThere will not be any significant impact on DN because anti Dumping duty removal is only on Korea, Singapore and EU. These countries have very small exports to the India.
DeleteHi Mam,
ReplyDeleteCan i buy Add-shop when it come around 160 - 165.
You can buy it in case of further correction below 155
DeleteHi mam, ur view on Rattan India enterprises, Revolt electric vehicle play?
ReplyDeleteSorry not tracking these companies
DeleteRespected Rajiv Sir, please share your views on Kitex Garments. Company is going big capex in Telangna state and Textile sector doing well after a decade.
ReplyDeleteSorry not tracking it
DeleteRespected mam,
ReplyDeleteI am a new investor in stock market for long term purpose..I have small savings with this invested below shares is it right portfolio mam..plz suggest mam
1) Deepak nitrates - 10@2377
2) Advenzymes - 28@371
3) ABFRL - 23@219
4) Canara Bank - 30@168
Need to to buy the stocks within 15% from suggested price.
DeleteNot tracking Canara Bank & Advenzymes
Mam, what u said, I was not bale to understand mem..what stocks can I buy with in15% suggested price mam.. could you plz give clarity mam..
DeleteMadam, what level Deepak nitrate will sustain to further upside and we can expect any bonus with q2 results. Thank you
ReplyDeleteIt may possible if stock will sustain 3000+ level for longer period.
DeleteDOLLY Mam,
ReplyDeleteMagna Elctro Casting Ltd stock is not moving up. Any reason? Thanks.
We expect better results in coming quarters and stock price will also move up.
DeleteMam,I want to buy Raymond and addshop but both are above 15%+ from your suggested price..
ReplyDeleteRaymond is still trading near to suggested price 453
DeleteSir, Can you share small cap hidden gem which is aligned to one of the vertical such as 1)Telecom/5G 2)Green Energy 3)Digital space/new age technology.
ReplyDeleteWe will see if any good buying opportunity available in coming months.
DeleteMadam, i am very thankful to your service without expecting any return gift, i am the one of the followers of your blog since beginning, even blood relation/ siblings are also not guided like you. i had invested in your all suggested stocks, today i saw a Magic on the share "TCI EXPRESS " while listing the same after demerger @250, according to your guidance listing price of Rs.250 is observed in single day movement.
ReplyDeleteCan we expect this may fly like another "Blue dart" in next five years.
When we expect next recommendation in calendar year 2021.
Can we expect add shop like NAAYKA
🙏🙏🙏
Yes you can continue to hold free of cost shares. TCI EXPRESS is market leader and there is huge growth possibilities in this segment.
DeleteSorry not tracking NAAYKA. There is no comparison and no alternate for Add-Shop.
Hi Mam,
ReplyDeleteYour view on Akshar chem to buy back shares.
Company has already completed the expansion, now they can use excess cash to buy the shares. It will help to increase the stock price as well as promoters holding.
DeleteGood afternoon mam
ReplyDeleteAny views
On
Irfc
Aditya birla amc
Sorry not tracking these stocks
DeleteDear Madam, Please share your views on Raymond Q2 results?
ReplyDeleteThey have turned positive...
Raymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
DeleteRespected Ma'am, How do you read the results of Raymond Ltd. Kindly enlighten us. Thank you, Ma'am.
ReplyDeleteRaymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
DeleteMam your views on Deepak Nitrite Results. Profit has reduced from last qtr. Pls comment.
ReplyDeleteRegards.
Result is ok and there is good growth in topline but bottom line impacted due to higher material cost. It is good to compare YoY basis to eliminate seasonal factor.
DeleteMam, How is Deepak Nitrite result. Your views please.
ReplyDeleteResult is ok and there is good growth in topline but bottom line impacted due to higher material cost.
DeleteMadam, please throw some light on the q2 results of Raymonds and Amarjyoti spinning
ReplyDeleteWhat is the short term tgt of AKSHERCHEM and opinion on its buy back announcement.
Thank you
Company has already completed the expansion, now they can use excess cash to buy the shares. It will help to increase the stock price as well as promoters holding.
DeleteMadam ,Kindly give your detailed analysis on Q2results of Ramond
ReplyDeleteRaymond has posted good result for Q2, it is just beginning of positive turnaround. Almost every business vertical has shown positive growth, we expect much better results in coming quarters.
DeleteMaam request your views on Nykaa IPO
ReplyDeleteSorry not tracking it
DeleteMadsm ji, mera pass FOC Jubilant industries hain, 50% sell karke same price mein Jubilant ingreava & Jubilant pharmanova, buy karna chata hum, mera decision sahi ya nahi,
ReplyDeleteNahi toh Jubilant industries FOC as it is hold karsakta hum.
Not tracking Jubilant ingreava & Jubilant pharmanova
DeleteMam, your previous suggested shares are
ReplyDeleteMagnelq@167/-, bharatgear@160/-, tpl plastech@180/- now present stock prices below at your suggested value, is it right time to buy in present market mam..
You may consider exit from any stocks as per below criteria
DeleteIf any stock fail to give at least hundred percent return in 3 years then we must start looking for good opportunity to exit and reinvest it again
Madam, please throw some light on "ward wizard innovations", recently introduced e-bike in pune and successfully opend sixth showroom, can we expect future multi bagger. Thank you.
ReplyDeleteSorry not tracking it
DeleteMam, your view on sintex plastics Q2 results! Anything positive you here on this front!
ReplyDeleteNo change in previous view.
DeleteIf any stock fail to give at least hundred percent return in 3 years then we must start looking for good opportunity to exit and reinvest it again
Dear Mam,
ReplyDeleteCan we expect any stock recommendation for this Diwali?
Thanks and Regards
VST
Add-shop was the last stock of this Year, Next stock will be in 2022
DeleteAdd-Shop E-Retail board to consider issue of bonus shares on Nov 18; Stock hits new high...
ReplyDeleteYes, it is good news for investors.
DeleteDear Maam, Please give your inputs on Daiichi Q2 Results...
ReplyDeleteDai result may not be meeting expectations... Not worried about bottom line but top line is not satisfactory.
ReplyDeleteIf there was partial lockdown during last quarter then sales should improve this q but the case is inverse...
When in future the time comes positive for dai chemical sector probably would be in saturation phase if not downside?
Holding for 3 years not a big deal but what if negative performing trend continues... If?
Obviously we expect better but seems not working?
Hello Ma’am,
ReplyDeletePlease can you share your view on Akshar chem result
Also, please help what would be ratio of buy back?
Suppose someone hold 100 shares , how much will be accepted in tender of buy back out of 100 ?
Result is ok, company will publish detailed update on buy back offer
DeleteMa'am, kindly throw us some light on the q2 results of Daichi, also its future prospects. Thank you, Ma'am.
ReplyDeleteMam, would like to have your inputs on the todays AksharChem results. They mentioned that the ppt silica unit started in July but then this should have showed up in the q2 result in comparison to Q1 but that doesn’t seem to be the case. Yes, there was two weeks shut down of H-acid plant which could have impacted the revenue correspondingly. If the silica plant is really commissioned, then why this quarter margin didn’t increase and why the CWIP has risen. For me, there are so many questions unanswered in the quarterly result. How you gauge this result. And finally, why they are going for share buyback when they don’t have that much cash in their BS, is it because of future prospect?
ReplyDelete1) YoY there is good improvement.
Delete2) New plant capacity utilization will increase gradually.
3) Buyback offer is good option to eliminate impatience investors with little profit.
It will also help to increase the promoters holding.
thanks
DeleteMam, your views on below mentioned results.
ReplyDeleteDai-ichi
Add foods
LT foods
Regards
Ma'am, your view on Dai-ichi Q2 results and the way forward for the company
ReplyDeleteMa'am, your view on Dai-ichi Q2 results and the way forward for the company
ReplyDeleteQ2 result of Dai- Ichi is below expectation. Some investors are getting impatience but our investment is still less than 7 months and it is too early to comment on it. It is still trading around 25% above suggested price, it is also good return in 7 month.
ReplyDeleteNo problem at all in holding for several years... It hurts only when trees around are growing but my plant is not...
DeleteMam you mean to say book profit for 25%? Are you confident enough of the management that they can turnaround or will they keep struggling 🤔 why other expenses are always high? Any lights on that? Thnx.
DeleteDear Mam, Am holding SPTL..waiting for good time to exit...16 bids incl Reliance and Nitin are there for Sintex Industry...Will it turn around SPTL issue
ReplyDeleteMa'am, I'm trying to understand how Add Shop bonus is a "good news for investors". Just last year, in July 2020 they had given three bonus shares for every four shares. Now again they are meeting for a fresh bonus issue. The company is yet to declare its first dividend.
ReplyDeleterespected madamji HAPPY Dipawali" in advance to you and Dear Rajiv sir , please advice for jubilant industries for next 5 yrs view , is it going to be give similar returns like deepak nitrite . i can wait for next 5 yrs as you say it is just begining of this jubi ind is it going to be next midcap or bluechip company . please reply my buying price 120 jub ind
ReplyDeleteRespected sir,
ReplyDeleteIn July 2020, that is, just last year, Add Shop Eretail had offered three bonus for every four shares. Now again they are considering to give bonus shares without declaring a single dividend. How this is justified? I'm trying to understand your view how this constitutes "a good news for investors".
Respected sir,
ReplyDeleteIn July 2020, that is, just last year, Add Shop Eretail had offered three bonus for every four shares. Now again they are considering to give bonus shares without declaring a single dividend. How this is justified? I'm trying to understand your view how this constitutes "a good news for investors".
Mam how is IDFC first bank Q2 result
ReplyDeleteUr view plz
Mam what is the future prospects of mangalam organics and mangalam chemical fertilizers stock
ReplyDeleteMadam, can we expect Rs.1000/- tgt of Jubilant industries on or before q3 results.
ReplyDeleteCan we book profit if add shop retial will reach 100% upside on or before q2 results and bonus announcement.
Thank you
Dear Mam
ReplyDeleteWhat may be the reason for Dai ichi not scaling revenue
Aksharcem buyback 590. Why stock goes below 490? How to sell in buyback?
ReplyDeleteDai ichi: 358
ReplyDeleteCan we buy?
Through this forum...I Wish everyone in this world happiest ever diwali festival... God bless just everyone and tc.
ReplyDeleteMadamji, Aksharchem is buying back shares, should we offer our initial investment 100% of shares at 590?
ReplyDeleteMam your view on nuclear software. Its around 550-600!range
ReplyDeleteCan we still buy at current levels
Hi Mam,
ReplyDeleteCan i buy DAI-ICHI at CMP
Maam what's happening in ADD e Shop's price
ReplyDeleteHi Madam, Thanks a lot for your suggestions which are given at free of cost. From the above comments I found that Add shop is your final suggestion for this year. I have some funds now. Can you please suggest in which stock I can Invest now.
ReplyDeleteMam, how do you read NCL industries latest result! Thanks.
ReplyDeleteHi Mam,
ReplyDeleteWhy add shop is giving bonus now?
can you explain.Thank you for your time.
Balanji
Madam ji, we wish you you and family very happy and prosperous DIWALI.
ReplyDeleteHappy Deepavali to you,Dolly Ma’am,and your entire family. Goddess Laxmi shower Peace,Prosperity and Happiness on you! Stay Blessed!
ReplyDeleteHappy deepawali mam
ReplyDeleteAny hope for Penner industries mam
ReplyDelete