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.
Thursday, November 4, 2021
Diwali Greetings
Dear Blog Members,
May this Festival of Lights Bring Peace and Prosperity to You and Your Family
Wishing you ,sir, family and all investors a happy diwali. Thanks for your guidance and teachings for the last 6 yewars . I am grateful to you . Rgds Deepak
Dear Sir/Madam, I wish you and your loved ones a very happy, healthy and prosperous Diwali. I sincerely thank you for helping out numerous small investors like me. May god bless you.
Respected Ma'am, May the festival of light shower upon you and family love, good health, happiness and prosperity. Happy Diwali to you Ma'am and to all our blog members.
Dear mam Deepavali, in the true sense, means ending all evils, cruelty and hatred towards one another. Get together to celebrate the spirit of the festival. Happy DeepavalI to you and your loved ones 💐💐
Dear Mam, Seasonal Greetings!! Iam holding SPTL..waiting for good time to exit...16 bids incl Reliance and Nitin are there for Sintex Industry...Will it solve SPTL debt issue... Thanks & Regards,
No change in previous view, it is evergreen sector. Always need to buy specific stocks with high growth potential at lower price irrespective of sector Trend
Madam, please throw some light on "Ganga forgings" for new entry for longterm on the basis of continuous improvement on sales growth and expansion of current capacity. Thank you
Now business is coming back to normal level and it will continue to improve for the incoming quarters. You can continue to hold free of cost shares for long term it is having great future.
Hi Mam, Nitin Spinners has shown a good result for Sep Quarter, will the textile sector continue to shine for upcoming quarters. Kindly share your thoughts.
Textile sector was not performing well from last several quarters but now sales is coming back to normal level. It will continue to grow in future, have patience good days are ahead
As per Buyback Regulations retail shareholder can tender maximum Rs 2L value shares, acceptance will be in proportional to total number offer in specific category.
Madam,have a query. What could be the reason of non performance compared to peers when the company top and bottomline increasing, is on expansion mode, booming sector, high promoter holding and increasing, zero debt, dividend paying, product demand is good Still company share is not performing compared with peers in last 18 months. Would like your input if I am missing something.
I see the news that deepak fertilizers Capex Planned - 4000cr Approx for ammonia & 2000Cr for TAN and this would come online future quaters before 2024 ..then it would be bigger opportunity right madam
Dear Mam, Am holding ABCL(Avg ₹65) for the past 11/2Yrs. Irrespective of good results and demerger...share s not gaining momentum. If u r tracking this stock...pls do advice whether I can hold?!? Wr
Hello Mam, Sintex recovered almost 50%(-55.27%) in my portfolio. Should I exit completely or wait some more time looking as company posted profit after long time. Is there any turnaround possible in the company? Kindly share your view.
Generally bonus and stock split are used to improve the liquidity. Same time it is also indication of earning improvement and there is possibility that stock will regain its price in near future.
Madam, please throw some light on the All cargo logistics and Gati for longterm view because of E-Commerce business growth in line and future will be bright in comming days.
Earlier also Gati bought/Sold with some profit. Now delisting of both companies are close. Suggest accordingly suitable action accordingly. Thank you.
Mam, Deepak is correcting much more than Market, any specific reason? What is status of Raw material price, phenol, acetone & DASAD prices compared to last QTR or Last years Q3? Anything to worry for long term investor?
Hello ma'am. Thanks a ton for your recommendation of tci. Ma'am would really appreciate your views for the price target for tci and tci express 2 years from now. Thanks
The old stocks had invested and gave 200% returns overall portfolio. Used that in business and now have started from scratch and am confident will reach those levels.
Respected Madam My purchase of Raymond is Rs 405. I am along term investor. What is the Target of three years. Pl advice. Thank you for your selfless service.
In November 2019, the company announced the demerger of its apparel business held under Raymond Apparel. The demerger scheme has been withdrawn and the lifestyle business will be transferred to Raymond to streamline the group's B2C businesses. DEAR MAM, WHATS THE TRUTH. IS THEY WITHDRAWN THE DEMERGER SCHEME.IF THATS TRUE THEN WHAT TO DO.HOLD IT OR BOOK PROFIT.WAITHING FOR YOUR VALUBLE COMMENT.THANKS MAM
There is a significant correction from Deepak Nitrate from the all time high. I see it is due to Q2 results, where QoQ profits were compromised a little bit due to margin pressures. is there any other issue with the stock? Also how is the outlook of this stock in the long term, say 3 to 5 years from now. Also please advice, if we can add some small quantity between 1900 to 2000, if we get the price? Being mega bagger for most of the blog subscribers, request you to please provide a detailed response and your valuable advice on this stock for adding some small quantities.
You can continue to hold free of cost shares for long term. Blog suggested stocks can be bought with 15% from suggested price within 3 years from suggested date.
(1) Related to Raymond, they had got the approval from NCLT and they started back the procedure for demerge, am I right? (What about the last meeting information for not to demerge?) (2) Add-shop, they are going to give bonus for 7:10, means 10 share will be paid for each 7 shares held in account, am I right? (3) Add-shop, what is mean for increase of authorized capital from INR 11.50 Cr to 22.50 Cr? How it will affect the management/operations and ultimately to the share holder?
Request you to give us detail understanding (future road map) for both companies and how it will affect their profitability/business operations?
1) Now there is no demerger but NCLT has given approval for consolidation of engineering business (tools / Hardware/ auto Components into JK Files) and subsidiarization of Real Estate Business into a wholly-owned subsidiary.
The company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL")
2) If you hold 10 shares of addshop then you are entitled for 7 bonus shares
3) There is no effect on the management/operations and shareholder
The Company has gone for best available option to raise the fund.
The company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
The company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
Dear Madam I am enjoying the benefits of price rise in Raymond and Add Shop stocks besides Nitin Spinners,which has turned first multi bagger of my portfolio, thanks a lot. My first stock from your blog was Sintex Plastics, my average price was Rs24/- and still holding. The Stock showing financial improvement for the past two quarters from negative YOY. This stock is trading higher than 200 Days Moving Average. Can I add to average? Pls suggest. thanks and best regards VST
Madam ji, Dai-ichi-karkare abhi buying range mein agaya hain, average kar sakta hum, mera purana average price @ 400. Abhi khoi negative news nahi hain toh batadegeye, agar nahi toh, average karya hum, fire accident plant kub production shure ho rahe hain, aapka najareya longterm mein khoi change hoga toh bhi batadegeye.
Respected Ma'am, it is reported in ET that Raymond group is considering a public issue for its engineering and auto parts business company JK Files. The group is expected to file an offer document for an initial public offering of around Rs. 700 crores. The issue is likely to be fully offer for sale. Would you kindly enlighten me about the benefits of existing share holders of Raymond. Shall the share holders of Raymond be given shares of JK Files or do we have to purchase and how? Kindly explain to enable a lay man to understand? Thank you, Ma'am.
The Company has gone for best available option to raise the fund.
The company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
Branded fabric and fashion retailer Raymond is planning to list its material subsidiary JK Files & Engineering as it approved an initial public offering of its subsidiary on December 1.
The company aims to mobilise Rs 800 crore through its subsidiary's IPO. ""The board of directors of JK Files & Engineering (JKFEL), a wholly-owned material subsidiary of Raymond, on November 30, approved an initial public offer (IPO) comprising of an offer for sale (OFS) for Rs 800 crore," said the company in its BSE filing. Mam please share your view on this news. Also, will it benefit existing Raymond share holders?
Earlier company was looking to sell engineering business to PE investor but now company is going for IPO and Raymond will continue to hold controlling stake in it and it is good good news for investor and the company because in IPO company will get much better valuation then expected
Madam, i hold all your recommended stocks but sold @ minimum profit. Presently All are in more percentage upside what i sold
1. Expro 50% sold @ 115 and 50% @ 265, now it is trading @ 850
2. DNL 50% @ 1000% now 2200 after correction from 3000.
3. Kothari 50% sold @ 28/- and 50% @ 38/-
I felt very sad why i sold out after holding of 5 years. Now my question on Dhunseri tea & TPL PLASTIC. What price i have to exit. All are bought @ near to recommended price.
Earlier company was looking to sell engineering business to PE investor but now company is going for IPO and Raymond will continue to hold controlling stake in it and it is good good news for investor and the company because in IPO company will get much better valuation then expected
When you posted the blog for Raymond, we were able to imagine the value, now realization is going on, again thanks many for recommendation of Raymond.
We have few basic doubts about IPO of Raymond as below for JK files and Engineering business,
1. As part of IPO process, Will Raymond undergo value unlocking?
2. Post IPO, will JK files gets listed in NSE and BSE?
3. I hope existing shareholders of Raymond, don’t get any shares in JK files. Can you please confirm?. If we don’t get shares from JK files, can we buy post listing. If yes, at what valuation, we can buy and % allocation?
4. Raymond said that, IPO happens via building block process. May we know what does mean this?
1) Yes, Raymond will be debt free in next 2 years. 2) Yes 3) Yes , Any one can buy from Rs 800 crores IPO. Raymond will be promoter of JK files and Engineering 4) https://kb.icai.org/pdfs/PDFFile5b28cbad75db10.11058940.pdf 5) Within 3-6 months
Mam, How would Raymond OFS of 800cr IPO benefit retail share holders. It will help in reducing debt of Raymond so that stock price goes up or Retail shareholders will be given any shares of JK files during listing
1.raymond will be selling its stake worth 800 cr in JKfiles in open market with pre determined price. 2.in such case raymond stake in JK files subsidary will reduce to that extend of sale. 3.but it is also said that it will be material subsidary and it will hold controlling stake. 4.as per raymond there will not be any new issuance of shares.
if raymond is selling its stake, how can it hold the controlling stake.
the perception with most of Retail investors is that once raymond sells its holding in OFS, its holding will get reduced to that extend.in that case it will reduce its holding.
we have seen demerger, whereas we have not this kind of investment raising. Ideally this 800cr will be used to reduce the parent debt and which will enhance its bottom-line will fetch much better valuation.which will benefit retail shareholders
What is your view on REIT? Is it better than owing physical real estate ? Also, I am looking to keep 10% in REIT and 90% pf in your suggested stocks. I have dual objective - to create wealth trough it blog advice and steady passive income through REIT for early retirement. Your wise opinion needed.
IPO for 800 crore, does it mean company is estimating market capture of 800 crore for JK file when it gets listed and part of it Will be allowed for subscription and remaining will be held by Raymond
Hello mam, I am new here....not bought any stock till now....planning to invest for longterm...pls suggest any stock mam....started following this blog when I saw comment an invidual's on social media and from that day on i started following you....and reading everyday about stock market and terms of share market....Still learner and beginner
Mam.. Wishing you a very happy and prosperous Diwali
ReplyDeleteHappy Diwali to you madam and blog members
ReplyDeleteHappy Diwali to you madam and blog members
ReplyDeleteWish you a happy Diwali to u and family medam..
ReplyDeleteHappy Deepawali to you and your family.
ReplyDeleteAny view on
Shemaroo entertainment
NDTV
Zee media
Sun TV
I am holding all since last 1 year getting good return, should I wait or book profit.
Need to hold any stock at least for 2-3 year and book partial profit around hundred percent return. You can keep the free of cost share for long term
DeleteWish everyone happy Diwali...
ReplyDeleteTake care.
Happy Diwali
ReplyDeleteWishing you ,sir, family and all investors a happy diwali. Thanks for your guidance and teachings for the last 6 yewars . I am grateful to you . Rgds Deepak
ReplyDeleteWish you all blog members and your family very happy Diwali
ReplyDeleteWish you and your family very happy Diwali Madam
ReplyDeleteThanks Mam, Wishing you and your family a Very Happy Diwali
ReplyDeleteDear Sir/Madam, I wish you and your loved ones a very happy, healthy and prosperous Diwali. I sincerely thank you for helping out numerous small investors like me. May god bless you.
ReplyDeleteHappy Diwali , may this year bring you happiness and prosperity to all of us
ReplyDeleteRespected Ma'am, May the festival of light shower upon you and family love, good health, happiness and prosperity. Happy Diwali to you Ma'am and to all our blog members.
ReplyDeleteWish you happy Deepavali madam
ReplyDeleteHappy Diwali Ma'am. Wish you all happiness
ReplyDeleteHappy Diwali to All.
ReplyDeleteHappy Deepawali to you Madam and to every blog member.
ReplyDeleteDear Ma'am,
ReplyDeleteWish you a very happy & prosperous Diwali 🙏
Thanks very much for all the invaluable efforts :)
B. Subramanya.
ReplyDeleteHappy Diwali Mam.
Happy Diwali to you madam and blog members
ReplyDeleteHappy Diwali to you madam and blog members
ReplyDeleteWish you a very happy, healthy and prosperous Diwali!
ReplyDeleteHappy Deepavali.
ReplyDeleteDear Mam,
ReplyDeleteThanks for your greetings
Wish you a prosperous Diwali.
Respected Dolly Mam and Rajeev Sir
ReplyDeleteWish you happy Diwali. Thank you for your selfless service to the investors.
Madam, wish you, your family and all the blog members a happy and prosperous Deepawali
ReplyDeleteDear ma'am, Happy Diwali to you and your family
ReplyDeleteDear mam Deepavali, in the true sense, means ending all evils, cruelty and hatred towards one another. Get together to celebrate the spirit of the festival. Happy DeepavalI to you and your loved ones 💐💐
ReplyDeleteHappy Deepawali all blog members and mam
ReplyDeleteHappy Deepavali dear Mam & Sir.
ReplyDeleteDear Mam & Sir.Wish you a very Happy Deepawali.Greatly appreciating your selfless service.Thanks is a little word for that.
ReplyDeleteHappy Diwali to you Madam/Sir and Blog members
ReplyDeleteHappy Diwali to you and family to members madam
ReplyDeleteDear Mam & All - Wishing you and your family a happy, healthy and prosperous Diwali !
ReplyDeleteRespected Rajeev sir and Mam ,
ReplyDeleteWishing you a very happy Diwali and may god bless you in abundance.
Words cannot express our gratitude and you have transformed our life.I have been your follower for last 6 years and learned a lot from your blog.
Thank you🙏🙏🙏
Happy diwali maam
ReplyDeleteHappy Deepavali to madam and everyone
ReplyDeleteHello Madam,
ReplyDeleteHow do u interpret magna electrocardiogram results.. topline increased
There is significant improvement in top and bottom line. We expect better result in coming quarters with growth in industrial activities
DeleteDear madam, Happy Diwali to you and your family
ReplyDeleteDear Mam, Happy diwali to you and your family.
ReplyDeleteDear Mam, Seasonal Greetings!!
ReplyDeleteIam holding SPTL..waiting for good time to exit...16 bids incl Reliance and Nitin are there for Sintex Industry...Will it solve SPTL debt issue...
Thanks & Regards,
Gajendrakumar
Now there is nothing to lose, no other option left just hold
DeleteDear mam..
ReplyDeleteIn tv channels ace analysts are saying that there is no stream in chemical sector and rally ended. Is it true?
Whats your view mam
No change in previous view, it is evergreen sector. Always need to buy specific stocks with high growth potential at lower price irrespective of sector Trend
DeleteHappy Diwali greetings with much gratefulness
ReplyDeleteMadam, please throw some light on "Ganga forgings" for new entry for longterm on the basis of continuous improvement on sales growth and expansion of current capacity. Thank you
ReplyDeleteSorry not tracking it
DeleteDear Mam
ReplyDeletekindly share your view on on ABFRL result. shall we continue to hold the FOC shares and what would be its long term target.
thanks and regards
Now business is coming back to normal level and it will continue to improve for the incoming quarters. You can continue to hold free of cost shares for long term it is having great future.
DeleteInspite of moderate q2 results
ReplyDeleteDeepak Nitrite corrected badly.
Greatful if you can share your thoughts. RegardsMam.
Some correction is normal after major rally, now it will consolidate for few months then it will start its upward journey again
DeleteHello ma'am.
ReplyDeleteWishing you a very happy diwali and a very prosperous New year.
Many textile stock are moving up like rswm , Nitin spinner.
Any reason for this upmove.
I have Raymond and Abfrl.
Your opinion for both..
Thanks
Raymond and Abfrl are market leader in their segment. Now these stocksites are also started moving and their Momentum will continue.
DeleteMadam, what is the right price to enter for longterm on the stock " Aries Agro" now trading @138 and book value @168? EPS as 16.🙏
ReplyDeleteIn case of further correction you can buy below 100
DeleteHi Mam,
ReplyDeleteYour view on U.S debt ceiling, will there be any market crash due to this.
There is no impact on Indian market
DeleteHappy Diwali Mam to you and your family.
ReplyDeleteHello Mam, I am not able to get the latest messages, can you please help in this. Thanks!
ReplyDeleteHi Mam,
ReplyDeleteNitin Spinners has shown a good result for Sep Quarter, will the textile sector continue to shine for upcoming quarters. Kindly share your thoughts.
Textile sector was not performing well from last several quarters but now sales is coming back to normal level. It will continue to grow in future, have patience good days are ahead
DeleteSorry not tracking these stocks
ReplyDeleteMadam please throw some light on the results of Kesoram snd nitin spinners. Thank you
ReplyDeleteResult of both companies are good
DeleteDear madam, pls cover one hydrogen stock..
ReplyDeleteSorry not tracking any hydrogen stock.
DeleteDear Ma’am,
ReplyDeletePlease can you share the ratio of buy back of Aksharchem?
For example: if one has 100 shares, how much he will be eligible for buy back tender?
As per Buyback Regulations retail shareholder can tender maximum Rs 2L value shares, acceptance will be in proportional to total number offer in specific category.
DeleteMadam,have a query. What could be the reason of non performance compared to peers when the company top and bottomline increasing, is on expansion mode, booming sector, high promoter holding and increasing, zero debt, dividend paying, product demand is good Still company share is not performing compared with peers in last 18 months. Would like your input if I am missing something.
ReplyDeleteWhat is the name of company and peers
DeleteHi Mam,
ReplyDeleteCan I buy Dai-ichi at CMP (around 360).
You can buy within 15% from suggested price
DeleteMam do u still track srikalahasti pipes?
ReplyDeleteDear Mam, Iam holding FOC shares of TPL plastech. Ur insight about their Q2..Can I continue to hold or Can I switch to Raymond.
ReplyDeleteThanks & Regards,
Gajendra
If you have free of cost share of any company then try to hold further at least 2-3 years
DeleteMaam can I purchase dai chi karkaria at around 361 .price has corrected below 400 and currently at Rs 361
ReplyDeleteYou can buy within 15% from suggested price
DeleteMadam,
ReplyDeleteHow you see the Quarterly results of Asian Energy Services?
Result is good
DeleteMadam please share your views on Deepak fertilizer
ReplyDeleteCompany has posted good result and there good growth in top line
DeleteI see the news that deepak fertilizers Capex Planned - 4000cr Approx for ammonia & 2000Cr for TAN and this would come online future quaters before 2024 ..then it would be bigger opportunity right madam
DeleteSorry not tracking it
ReplyDeleteDear Mam, Am holding ABCL(Avg ₹65) for the past 11/2Yrs. Irrespective of good results and demerger...share s not gaining momentum. If u r tracking this stock...pls do advice whether I can hold?!?
ReplyDeleteWr
Gajendrakumar
It can give consistent return around 8-10% per year. It depend upon you to hod or sell, it is not blog suggested stock.
DeleteKindly give your inputs on
ReplyDeleteSuumaya industry and
Suumaya corporation
Regards
Sorry not tracking it
DeleteHello Mam,
ReplyDeleteSintex recovered almost 50%(-55.27%) in my portfolio. Should I exit completely or wait some more time looking as company posted profit after long time. Is there any turnaround possible in the company? Kindly share your view.
Need to follow to investment strategy
Deletehttps://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
Asahi Songwan.... is it a GOOD investment @CMP
ReplyDeleteYou can buy it in case of further correction below 200
DeleteDear Madam,
ReplyDeleteMagna posted very good results but no movement in share price.
Warm regards
It will also move up with consistent results in coming quarters.
DeleteMaam, what could be the rational for Add Shop going for Bonus shares?
ReplyDeleteUsually companies go for bonus shares once they have risen a lot and price of stock is very high. This is my understanding.
So can you please help us all understand about their rational?
Generally bonus and stock split are used to improve the liquidity. Same time it is also indication of earning improvement and there is possibility that stock will regain its price in near future.
DeleteHello Rajiv sir, deepak fertilizer is consistently giving good results, should we expect more consolidation at these levels or it will start moving
ReplyDeleteyes
DeletePromoter group of dai started buying it's own shares... As per disclosure on bse and that is great sign
ReplyDeleteJust take care and keep safe along with the family and loved ones...
DeleteRespected Mam Icame to know that Add Shop Retail is considering to issue Bonus shares. Is this company is so cash rich. your thoughts please.
ReplyDeleteThere is no relation of cash with bonus but there is possibility of earning growth and stock split will improve the liquidity.
DeleteMaam Request your views on Thirumalai Chemicals at current price of around Rs 249
ReplyDeleteGood, you can continue to hold for consistent return around 10-15%
DeleteMadam ..Every one talking about EV is the future..shall we expect pic from this sector in future
ReplyDeleteYes
DeleteMadam, please throw some light on the All cargo logistics and Gati for longterm view because of E-Commerce business growth in line and future will be bright in comming days.
ReplyDeleteEarlier also Gati bought/Sold with some profit. Now delisting of both companies are close. Suggest accordingly suitable action accordingly. Thank you.
No 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
Madam, is it right time to buy Brightcom group and PTL enterprises for longterm. Suggest if thsese are worthy buy.
ReplyDeleteSorry not tracking these stocks
DeleteAdd shop bonus 7 for 10. Cut off date?
ReplyDeleteIt will updated soon after shareholders approval.
DeleteMa'am do you have any views on deccan cement, uflex, gloster, and Tata steel long products
ReplyDeleteSorry not tracking these stocks
DeleteMadam take my pronum.plz tell about Karnataka bank.i want to buy for average.pla give me some information.will it be good for future.
ReplyDeleteSorry not tracking it
DeleteHi Madam,
ReplyDeleteShall I enter add shopee around the price of 190rs ?
Thank you
It can be bought below Rs 155 in case of further correction.
DeleteHi Mam,
ReplyDeletewill there be any impact on raise in GST from 5% to 12% for textile.
There will not be any significant impact because it will be passed to end user.
DeleteMam, Deepak is correcting much more than Market, any specific reason?
ReplyDeleteWhat is status of Raw material price, phenol, acetone & DASAD prices compared to last QTR or Last years Q3?
Anything to worry for long term investor?
It will start moving up in coming months, now raw material prices are getting stabilized
DeleteGreat Mam. Taken Raymond 500@ 466. Now flying. God bless you.
ReplyDeleteHi Mam,
ReplyDeletewhy there is a sudden raise in Raymond stock price in last two days.
It is just beginning, still long way to go
DeleteRaymond CMD Gautam Singhania interview on Zee Business. Please listen in
ReplyDeletehttps://www.youtube.com/watch?v=R5qKGE92cwU&ab_channel=ZeeBusiness
Very nice
Deleteis it good to enter ajanta soya or not... what is the target
ReplyDeleteIt can be bought in case of further correction near Rs 150
DeleteHello ma'am.
ReplyDeleteThanks a ton for your recommendation of tci.
Ma'am would really appreciate your views for the price target for tci and tci express 2 years from now.
Thanks
Sorry not tracking it
DeleteMadam ji, please throw some light on the right buy price for longterm on Ajanta Soya.🙏
ReplyDeleteIt can be bought in case of further correction near Rs 150
DeleteHI Madamji
ReplyDeleteHow we calculate the buying price of bonous shares.
Thankyou for your time.
Balanji
Total Purchase Value / Total number of shares (including bonus shares)
DeleteThank you Mam, for current stocks. All going up.
ReplyDeleteThe old stocks had invested and gave 200% returns overall portfolio. Used that in business and now have started from scratch and am confident will reach those levels.
dolly Mam,
ReplyDeleteWhen is the next stock due, and from which sector. Thanks.
We will go for next stock before end of March 2022. The stock and sector will be decided few week before posting it on blog.
DeleteMama.. eagerly waiting for your next recommendation.. when can we expect it?
ReplyDeleteWe will go for next stock before end of March 2022. The stock and sector will be decided few week before posting it on blog.
DeleteRespected Madam
ReplyDeleteMy purchase of Raymond is Rs 405.
I am along term investor. What is the
Target of three years. Pl advice.
Thank you for your selfless service.
First we are looking to book partial profit at 100% then keep the free of cost shares for long term for 300 -500% profit
DeleteIn November 2019, the company announced the demerger of its apparel business held under Raymond Apparel. The demerger scheme has been withdrawn and the lifestyle business will be transferred to Raymond to streamline the group's B2C businesses.
ReplyDeleteDEAR MAM, WHATS THE TRUTH. IS THEY WITHDRAWN THE DEMERGER SCHEME.IF THATS TRUE THEN WHAT TO DO.HOLD IT OR BOOK PROFIT.WAITHING FOR YOUR VALUBLE COMMENT.THANKS MAM
If you believe that Raymond business and products are real than you may keep the shares otherwise better to exit.
DeleteDear Ma’am,
ReplyDeleteAksharchem co has not yet announced buyback date ?
Correct?
Cleared, received update, thank you
DeleteGood morning Teacher,
ReplyDeleteCSD at Bareilly is flooded with Raymond product.They have entered in new segments like Blanket, Shoal, Bedsheets.
Yesterday visited the CSD
15 Raymond Blankets were sold within 30 min. Talked to supplier.
Demand is robust.
Thanks for everything.
Yes we can expect better results in coming quarters.
DeleteHi Rajiv Sir/Dolly Mam,
ReplyDeleteThere is a significant correction from Deepak Nitrate from the all time high. I see it is due to Q2 results, where QoQ profits were compromised a little bit due to margin pressures. is there any other issue with the stock? Also how is the outlook of this stock in the long term, say 3 to 5 years from now. Also please advice, if we can add some small quantity between 1900 to 2000, if we get the price? Being mega bagger for most of the blog subscribers, request you to please provide a detailed response and your valuable advice on this stock for adding some small quantities.
You can continue to hold free of cost shares for long term. Blog suggested stocks can be bought with 15% from suggested price within 3 years from suggested date.
DeleteRespected Sir,
ReplyDeleteHope you are fine...
I have some doubt related to Raymond and Add-shop
(1) Related to Raymond, they had got the approval from NCLT and they started back the procedure for demerge, am I right? (What about the last meeting information for not to demerge?)
(2) Add-shop, they are going to give bonus for 7:10, means 10 share will be paid for each 7 shares held in account, am I right?
(3) Add-shop, what is mean for increase of authorized capital from INR 11.50 Cr to 22.50 Cr? How it will affect the management/operations and ultimately to the share holder?
Request you to give us detail understanding (future road map) for both companies and how it will affect their profitability/business operations?
Thank you in advance...
Regards,
Raxit Shah
Demerger was called off and now NCLT approval is for "amalgamation" of companies
Delete1) Now there is no demerger but NCLT has given approval for consolidation of engineering business (tools / Hardware/ auto Components into JK Files) and subsidiarization of Real Estate Business into a wholly-owned subsidiary.
DeleteThe company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL")
2) If you hold 10 shares of addshop then you are entitled for 7 bonus shares
3) There is no effect on the management/operations and shareholder
Any update in Raymond company
ReplyDeleteThe Company has gone for best available option to raise the fund.
DeleteThe company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
Madam what is going in Raymond's on 27/12/2021 can you please explain.
ReplyDeleteThe company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
DeleteDear Madam
ReplyDeleteI am enjoying the benefits of price rise in Raymond and Add Shop stocks besides Nitin Spinners,which has turned first multi bagger of my portfolio, thanks a lot. My first stock from your blog was Sintex Plastics, my average price was Rs24/- and still holding. The Stock showing financial improvement for the past two quarters from negative YOY. This stock is trading higher than 200 Days Moving Average. Can I add to average? Pls suggest.
thanks and best regards
VST
It is not advisable to buy Sintex Plastics at cmp
DeleteMada, what is the right price to buy and exit price for Simran farms. Is it like to hold for longterm or shorterm. Thank you.
ReplyDeleteYou can book partial profit around hundred percent and keep the free of cost share for long term
DeleteMadam is their deep correction in coming month due to new variant
ReplyDeleteYes market may react due to fear
DeleteDear Maam,
ReplyDeleteIs it wise to tender shares in Buyback?
If you have free of cost share then you may continue to hold it for long term
DeleteMadam ji, Dai-ichi-karkare abhi buying range mein agaya hain, average kar sakta hum, mera purana average price @ 400. Abhi khoi negative news nahi hain toh batadegeye, agar nahi toh, average karya hum, fire accident plant kub production shure ho rahe hain, aapka najareya longterm mein khoi change hoga toh bhi batadegeye.
ReplyDeleteYes it can be bought within 15% from suggested price
DeleteMam, any idea on Pilani Investment ?
ReplyDeleteSorry not tracking it
DeleteRespected Ma'am, it is reported in ET that Raymond group is considering a public issue for its engineering and auto parts business company JK Files. The group is expected to file an offer document for an initial public offering of around Rs. 700 crores. The issue is likely to be fully offer for sale.
ReplyDeleteWould you kindly enlighten me about the benefits of existing share holders of Raymond. Shall the share holders of Raymond be given shares of JK Files or do we have to purchase and how? Kindly explain to enable a lay man to understand? Thank you, Ma'am.
The Company has gone for best available option to raise the fund.
DeleteThe company has approved an Initial Public Offer ("IPO") comprising of an Offer for Sale ("OFS") for Rs. 800 Crore of JK Files & Engineering Limited ("JKFEL"). Even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
Dear Mam,
ReplyDeleteRaymond has approved 800 crore IPO of JK Files & Engineering. Please suggest is this good for share holders.
It is best deal for Raymond and its shareholders because even after listing the Raymond Ltd will hold controlling stake in JK Files & Engineering
DeletePlease guide for Raymonds.
ReplyDeleteBranded fabric and fashion retailer Raymond is planning to list its material subsidiary JK Files & Engineering as it approved an initial public offering of its subsidiary on December 1.
ReplyDeleteThe company aims to mobilise Rs 800 crore through its subsidiary's IPO.
""The board of directors of JK Files & Engineering (JKFEL), a wholly-owned material subsidiary of Raymond, on November 30, approved an initial public offer (IPO) comprising of an offer for sale (OFS) for Rs 800 crore," said the company in its BSE filing. Mam please share your view on this news. Also, will it benefit existing Raymond share holders?
Earlier company was looking to sell engineering business to PE investor but now company is going for IPO and Raymond will continue to hold controlling stake in it and it is good good news for investor and the company because in IPO company will get much better valuation then expected
DeleteMadam, i hold all your recommended stocks but sold @ minimum profit. Presently All are in more percentage upside what i sold
ReplyDelete1. Expro 50% sold @ 115 and 50% @ 265, now it is trading @ 850
2. DNL 50% @ 1000% now 2200 after correction from 3000.
3. Kothari 50% sold @ 28/- and 50% @ 38/-
I felt very sad why i sold out after holding of 5 years. Now my question on Dhunseri tea & TPL PLASTIC. What price i have to exit. All are bought @ near to recommended price.
We got recommendation to sell 50% at 100% profit and hold remaining free of cost shares long
DeleteIt depends upon individual investor to hold free of cost share much longer period or sell it based on fund requirement
DeleteMadam, please throw some light on the Raymond JK files IPO banifit for Raymond share holders. Thank you
ReplyDeleteEarlier company was looking to sell engineering business to PE investor but now company is going for IPO and Raymond will continue to hold controlling stake in it and it is good good news for investor and the company because in IPO company will get much better valuation then expected
DeleteHello madam,
ReplyDeleteDoes ring aqua is also part of jK files when it is going for IPO
yes
DeleteMadam, what are the best buy price and exit price for Ajanta soya and Simran forms alongwith holdings for short and longterm.
ReplyDeleteIt can be bought in case of further correction near Rs 150
DeleteHi Madam,
ReplyDeleteWhen you posted the blog for Raymond, we were able to imagine the value, now realization is going on, again thanks many for recommendation of Raymond.
We have few basic doubts about IPO of Raymond as below for JK files and Engineering business,
1. As part of IPO process, Will Raymond undergo value unlocking?
2. Post IPO, will JK files gets listed in NSE and BSE?
3. I hope existing shareholders of Raymond, don’t get any shares in JK files. Can you please confirm?.
If we don’t get shares from JK files, can we buy post listing. If yes, at what valuation, we can buy and % allocation?
4. Raymond said that, IPO happens via building block process. May we know what does mean this?
5. Any idea of duration of IPO completion?
Thanks for inputs and guidance
1) Yes, Raymond will be debt free in next 2 years.
Delete2) Yes
3) Yes , Any one can buy from Rs 800 crores IPO. Raymond will be promoter of JK
files and Engineering
4) https://kb.icai.org/pdfs/PDFFile5b28cbad75db10.11058940.pdf
5) Within 3-6 months
Mam, How would Raymond OFS of 800cr IPO benefit retail share holders. It will help in reducing debt of Raymond so that stock price goes up or Retail shareholders will be given any shares of JK files during listing
ReplyDeleteWe are looking for 100% return within 3 years. Hopefully value unlocking will happen much early at the time of IPO listing.
DeleteHi Mam,
ReplyDeleteRequest your clarification
1.raymond will be selling its stake worth 800 cr in JKfiles in open market with pre determined price.
2.in such case raymond stake in JK files subsidary will reduce to that extend of sale.
3.but it is also said that it will be material subsidary and it will hold controlling stake.
4.as per raymond there will not be any new issuance of shares.
if raymond is selling its stake, how can it hold the controlling stake.
the perception with most of Retail investors is that once raymond sells its holding in OFS, its holding
will get reduced to that extend.in that case it will reduce its holding.
we have seen demerger, whereas we have not this kind of investment raising. Ideally this 800cr will be used to
reduce the parent debt and which will enhance its bottom-line will fetch much better valuation.which will benefit
retail shareholders
Raymond will be promoter of JK files and Engineering with approximate 25 to 50% shareholding.
DeleteMam,
ReplyDeleteWhat is your view on REIT? Is it better than owing physical real estate ? Also, I am looking to keep 10% in REIT and 90% pf in your suggested stocks. I have dual objective - to create wealth trough it blog advice and steady passive income through REIT for early retirement. Your wise opinion needed.
Sorry no idea about REIT
DeleteHello madam,
ReplyDeleteIPO for 800 crore, does it mean company is estimating market capture of 800 crore for JK file when it gets listed and part of it Will be allowed for subscription and remaining will be held by Raymond
IPO is for Rs 800 crores but market cap of the company will be much higher. It will take 3-6 months for listing
DeleteHello mam, I am new here....not bought any stock till now....planning to invest for longterm...pls suggest any stock mam....started following this blog when I saw comment an invidual's on social media and from that day on i started following you....and reading everyday about stock market and terms of share market....Still learner and beginner
ReplyDeletedolly mam,
ReplyDeleteWhen is your next stock recommendation? Thanks.
Test
ReplyDelete