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.

Thursday 8 December 2016

NCL INDUSTRIES LTD - Cement, Pre-Fab Low Cost Housing









INTERESTING STOCK TO WATCH:

NCL INDUSTRIES LTD 
MCAP: 400 Odd Crores.
CMP: Around 118/-
CURRENT P/E: Around 8.

NEGATIVE: 82.94% Promoter Holding pledged.
POSITIVE: Sectoral bullishness

NCL Industries Ltd is a cement company from the state of Telangana.
NCL is also having a Prefab Houses segment.
NCL is also into Ready Mixed Concrete, Cement Bonded Particle Board & Hydropower.

Demonetization has been the buzzword since last month.
With Demonetization and the hard push on taxation the government is expected to get richer so there are obvious expectations that going forward from here there is going to be huge spending on Infra, Railways, Solar Energy, Housing For All from the Government.

NCL's core business is of Cement which is expected to do well with increased spending on Infra (roads,highways etc) and we have Prefab Housing segment, This segment is very important right now.

PreFab housing is used by many state govts. to realize the dream of Housing for All.
Apart from housing for all, the sector will witness huge demand as the country needs high number of cabins for toilets to improve sanitation and with the plans of cashless economy we need to increase the number of ATMs and very soon we are going to have Aadhar Micro ATMs. All this would require pre-fab cabins and structures.

There are select stocks available in this sector like, Sahyadri Industries, Richa Industries but I feel NCL is a safer bet because of a good brand of cement under its kitty. (Nagarjuna Cement).

Take a look at their pre fab site: http://www.nclind.com/why-ncl-prefab

Technically 110-109 looks like a strong support, if broken stock can correct otherwise there are chances of a good recovery and rally in this stock.


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 NCL Industries LTD in my portfolio and hence my point of view can be biased. Readers should consult their financial advisory before any investments.





Wednesday 7 December 2016

DYNEMIC PRODUCTS & DCM SHRIRAM INDUSTRIES


DYNEMIC PRODUCTS LTD.
DYNEMIC PRODUCTS posted on the blog at Rs 75 on 7th November 2014.
 The stock has rallied to 148 today, Making a fresh time high.
In two years the stock has moved up by almost 98%.
Now the stock is being pushed by many experts as a value pick at current levels.
Value Investing WINS again, Dynemic tested our patience a lot though.
Hope all the readers enjoyed!!!



 DCM SHRIRAM INDUSTRIES LTD.
DCM SHRIRAM INDUSTRIES posted on the blog at Rs 166 on 12th June 2016.
 The stock rallied to 256 last week, Making a fresh high.
In just six months the stock has moved up by almost 55%.
Hope all the readers enjoyed!!!