Monday, 19 December 2016

Tea & Plantations up next

We played the Sugar cycle rally in the market by participating in Upper Ganges 220 to 500, DCM Shriram Industries 166 to 256, Ugar Sugar 33 to 73, Rajshree Sugar 70 to 90 and KM Sugar 7 to 30....All of them gave excellent returns.

We played the Paper cycle rally in the market by participating in Star Paper 59.85 to 205, Kuantum Paper(BSE) 202 to 556, Nirvikara(Balkrishna) 44 to 120. they all provided insane returns.

Now up next the focus should be on Tea & Plantation.
May not be as big opportunity as Sugar & Paper but still a very good one for atleast 30-60% odd gains.
In paper, valuation wise cheap names look like:-
Harrisons Malayalam Limited (CMP 66) Tea & Rubber.
Dhunseri Tea & Industries Limited (DTIL) (CMP 290) Tea.
Mcleod Russel (CMP 149) Tea.
Rossell India Ltd (CMP 91) Tea & Defense.

Rubber & Tea prices are moving up and are expected to move up further and faster now onwards.


Note: The above is not a research report but information as available on public domain and it should not be treated as a research report.


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that i might have Harrisons Malayalam Ltd, Dhunseri Tea & Industries Ltd, Mcleod Russel India Ltd and Rossell India Ltd in my portfolio and hence my point of view can be biased. Readers should consult their financial advisory before any investments.

48 comments:

  1. What is your view on Jayshree tea, Goodricke which are in the same sector?

    ReplyDelete
    Replies
    1. The sector is good so many stocks are good.. But the best ones I already mentioned.

      Delete
  2. Also your view on Lykis whis is also in same sector: Mr Vijay Khedia has invested in this.

    ReplyDelete
  3. Have a look at Rishi Techtex. Especially 2016 AR.

    ReplyDelete
  4. Hi Sir,
    Wish you and your family a Merry Christmas.

    Sir need your views regarding PM Modi hint regarding long term capital gains tax increase which might happen in coming budget. This might cause more outflow of FIIs and if DIIs sell then there might be deep correction of our markets.
    Your valuable views please.

    ReplyDelete
    Replies
    1. FM Arun Jetaly declined this probability in thereafter speech after somedays

      Delete
  5. Enter your comment...sir AMD industries not moving i bought at 40 pl.advise

    ReplyDelete
  6. Hey, Wish you a Merry Christmas.

    ReplyDelete
  7. Ur view on innovative tech pack. It has recently revived 500 cr order from dabur

    ReplyDelete
    Replies
    1. Packaging companies.. well they are not much of a flavor anymore.. I would suggest avoid.

      Delete
  8. please sir advise about amd industries

    ReplyDelete
    Replies
    1. Three mistakes of my life :-
      Amd, Arrow Text and Shree Ajit Pulp.

      Delete
    2. Hello Sir..Does it mean, we can exit from Shree ajit pulp

      Delete
  9. Any good penny stocks up for grab? What's your take on Compucom Software?

    ReplyDelete
    Replies
    1. Penny Stocks I rarely buy... KM Sugar was the last.. and It provided excellent returns from 7 to 30+

      Delete
  10. sir any your whatsapp or telegram group?

    ReplyDelete
    Replies
    1. Nothing as such yet.. Would plan to start something and announce :)

      Delete
    2. Awaiting... As no more great calls hurtz

      Delete
  11. Sir.. your views on Intense Technology ?

    ReplyDelete
    Replies
    1. Good business.. I entered at 99 for trading, and now it has flared up to 170s.. Cannot say its a Value Buy at cmp.

      Delete
  12. What about richa u have recommended in Jan 15 but the scrip is not performing for the last 2 years I am holding 5000 shares @avg price of 38/- pls sdvice

    ReplyDelete
    Replies
    1. Bhai scrip has not moved on expected lines.. I am aware about it, I guess its still a good hold with focus on Railway business.

      Delete
  13. Hey Ace,

    I just subscribed to your blog. You have great content! If I have a specifc question can I email you?

    ReplyDelete
    Replies
    1. Yes you can.. I will try to respond to it.

      Delete
  14. Wt abt smruthi organics? Can hold or sell?

    ReplyDelete
  15. Dear Sir
    Ur view on bhariya global the stk has moved at life time high and one of the research analyst suggested will give some good returns in short term ur adxise pls

    ReplyDelete
  16. Sir your view on kellton tech solution

    ReplyDelete
  17. Sir don't you think Gst will effect tea sector in negative way?

    ReplyDelete
  18. Dear sir does abfrl have multibagger potential

    ReplyDelete
  19. Sir, happy republic day to you and all your blog readers

    ReplyDelete
  20. Sir- whats the exit point for Harrisons? Should one exit after 20/25 % gains? Plz suggest

    ReplyDelete
    Replies
    1. To each its own, I would personally hold Harrisons, I feel it can go upto 200 but I will start booking once 140 is taken out.

      Delete
    2. Sir I bought rossell and currently with 20% gain.

      Should i sell it or keep it, company reported losses for q3 dec

      Regards,
      Ravi

      Delete
    3. To book profit or not is totally your call sir!

      Delete
    4. Dear sir,
      Do you see more highs for tea industry

      Rgds,
      Ravi

      Delete
  21. dear sir,
    can you provide one long term large cap stock capable of 30 to 40 % returns every year.

    kind regards.
    ravi

    ReplyDelete
  22. Dear Ace,
    Your views on Arrow Textiles results.

    ReplyDelete
  23. Sir,
    Your views on Dynemic product results.

    ReplyDelete
  24. Sir, please share your view on PNB gilts, kanpur plast, sree rayalaseema hypo, Ommetal infra, nitin spinners at cmp

    ReplyDelete