Hi Kunal, Thanks for all guidance and help on investments Even I stay in Pune only. Will catch up whenever its possible. Will talk offline - My email id - mayur.m.agrawal@gmail.com and by profession - m into IT job with 6 yrs exp. Can you drop me your id pls.
Hi Kunal Many thanks for sharing your stock ideas on this blog. They are really useful for newbie’s like me. I am looking to start long term investment by following your stocks recommendations. Initially I am thinking to invest 2 lacks then add stocks worth of Rs 5000 every month. I’ve few queries below -
1) Please suggest me if it is right idea to invest my initial money on to all the stocks suggested in this blog equally 2) Give me your opinion whether it will be good idea to add stocks every month or to save money for few months then add stocks 3) Can you please share on this blog what percentage of your portfolio is invested on each stock, which will be useful for us to know your confidence on each stock. And also I can use this to priorities which stocks I can add each month 4) Also guide me if I am missing any important bits or please suggest me any ideas to improve this method Thanks in advance - Vishnu
In your initial visits on this blog itself, let me inform you that, I won't be helping anyone with cash management and allocation. There is a reason behind it, and I feel, I can't help anyone, unless, I am completely aware of risk profile of individual. Hence, I won't comment on allocation of any particular stock..
The same thing applies to me as well. I have my risk profile, which drives my allocation in stocks. Hence sharing my portfolio won't help anyone, as it is different for different individuals.
You mentioned that can you add stocks which are recommended here. I would say, first have a look at what price and what date, they were recommended, and how they can be approached today. That is the reason why I have created a widget on left hand side of this blog, suggesting the recommendation link and price. You see, its difficult to comment on stocks that have already given 5x returns so far.
Still, I will try to help you with particular stock, and the way they can be approached today. You can put your comments on latest thread.
I am not it tracking it deeply, but I think its not a bad company to invest in. It was just that Jun qtr numbers were not up to the mark, which has given some downside, as far as stock price is concerned,.. In my opinion, if your risk profile approves, you can wait for 1-2 quarter to see if numbers improve, as there is lot of potential in the sector...
Hi Kunal, What would be your take on R Systems Internatonal. An IT Company with superb management pedigree. Both the topline and bottom line have been showing consistent growth. Presence is in many countries. Also strategic investments by Intel. Caters IT solutions to many industries so diversification of product portfolio
Just posted my views on it in latest thread.... please keep following the latest thread, and post your comments there only... Here I might miss it..
Just to repeat, the stock looks decent fundamentally, but not sure of its multibagger, as it is in service industry, where predicting future is slightly difficult...
Go to homepage of this blog, and the first post you see there is the latest thread... It has comments section, where updates are given.. You can post your comments there...
I have been reading your blog regularly. Simply said, superb work. I am a beginner in the stock market, but my understanding of finance and economics is pretty decent. Still, I was hoping for your inputs on my portfolio:
Force Motors 50 shares @ 750 (now at 1398) [bought 45-50 days ago) Wonderla Holidays 100 shares @ 323 (now at 285) [bought 45 days ago] Alphageo India 50 shares @ 350 (now at 480) [bought two months ago] Carborundum Universal 60 shares @ 210 (now at 194) [bought one month ago] TV Today Network 90 shares @ 210 (now at 216) [bought one month ago] Ybrant Digital 200 shares @ 55 (now at 56) [bought one month ago] JBM Auto 35 shares @ 1090 (now 140 shares at 250 post split and bonus) [bought four days ago] [down 9% already on this due to selling pressure because of split and bonus]
I think I may have got my timing wrong with many of these, but Q2 results are less than a month away for most of these. My risk profile is quite high; I can afford to invest a lot and do not foresee having to withdraw funds as I am a well paid professional.
Your thoughts? Which ones I should keep, which ones I should sell?
Thanks for your appreciation.. From the list you have mentioned, I would be Neutral on Force Motors (Too much variation seen in past few years as far as numbers are concerned. Need to wait further before deriving a sureshot conclusion) Positive on Wonderla for very long term (The story after expansion will take time to unfold) No idea about Alphageo and Carborundum.. Positive on TV Today for long term.. Neutral on YBrant (Because of excessive competition and hence, difficult to predict the growth in future) Positive on JBM for long term (Direct beneficiary of good growth cycle)
Great track record over the last few months. Only recently discovered your website - the write-ups are great - well done and keep going. Hope you are putting your money where your mouth is :)
Dear Kunal, Thanks a lot for the wonderful blog. Only yesterday i found your blog and exploring one by one now. Sorry to trouble you kunal iam holding few small midcap scrip.Iam slowly learning fundamental analysis but want to be sure to hear from a expert like you. so that i can correct my mistakes.
Arvind remedies, Bhageria Dyechem, Pochiraju industries, JBM Auto, Shilpi cable, SNL Bearings, Stylam Industries, Ujaas Energy and Vidhi Dyestuff. can me comment on my stock selection please. Thanks Regards Vijay
Thanks for those wonderful words, but let mw inform you that, while exploring older discussion on this blog, please check the date and price when that discussion started. Most of the names have given 2-10x returns so far, so study the stocks yourself and then figure out the actions that you can take now, in present scenario.
Among the names you have listed, I like JBM Auto Stylam Ind. I am not tracking the rest, and hence can't comment on it right now.
Hi Kunal. Thanks for great analyses of some hidden gems in the stock market. Wanted to quickly followup with you and check if you are still tracking photoquip. If so, can you please publish a follow up analysis on where the company is headed
I have been tracking but off-late, I am extremely dissapointed by the way, management have shown their declining interest towards shareholders... Highly laid back approach, which is not at all good...
The company is still doing very well, and main reason, to stay with it, was their new venture called CORVI, which is doing extremely well, and showing decent growth, but profit has been a concern so far. That is quite normal, considering a fresh start of new venture.. Expecting them to break even on Corvi products, by end of this fiscal, or probably, first half of next fiscal...
I just now came through your website, i went through your past recommendations they were excellent, I needed your openion on a brorder perspective what do you think about this bull maket, how long it can last, also i have bought some stocks can you share your views on those, i hope to hold on them for next 3-5 years & hope to make multibagger returns (hopefully 400 % profits overall), also i have made some comments regarding the companies with you to share, please share your openion on that also can you give me an approx price targets for 3 years for the below stocks.
1. Atul Auto. (In Expansion Mode in smaller towns & other countries) 2. Motherson Sumi. (In process to acquire more companies) 3. Capital First. (Led by the best fianancial Team) 4. Manappuram. (Spreading their risks by getting into home finance, microfinance, vehicle finance) 5. Gruh Finance. (Big Opportunity due to coming 100 new cities by modi, as it caters to rural areas which can be the next big market fof this finance company) 6. Repco Home Finance. (Big Opportunity due to coming 100 new cities by modi, as it caters to rural areas which can be the next big market fof this finance company) 7. Mold Tek Packaging. (Expansion, opportunities due e-commerce) 8. Kovai Medical. (Expansion mode) 9. Indiabulls power. (starting of the new plats) 10. Poddar developers. (Geniune good developers, 3,000 handed over 1,00,000 to go)
I am not tracking the overall market sentiments, but only following specific stocks. Also, I am not permitted to give you any price targets, but will comment on your selected stocks, which I am tracking...
1) Atul Auto - Positve for long term. 2) Motherson Sumi - Can be part of long term portfolio with steady returns (not sure of multibagger potential from these levels.) 3) Capital First - Decent company. 4) Manappuram - Not tracking strictly, but feel, its a bit risky. 5) Gruh Finance - same view as Motherson. 6) Repco Home Finance - Very decent company. Likely to be next Gruh. 7) Mold Tek Packaging - Positive for very long term. 8) Kovai Medical - Not tracking strictly. 9) Indiabulls Power - Not tracking any power cos 10) Poddar Developers - Not tracking any infra names as of now..
Among the names mentioned, Dhanuka was suggested at 175 Rs here: http://fundamentalstockideas.blogspot.in/2013/12/dhanuka-agritech-ltd-is-it-too-late-or.html After becoming more than 3 bagger, I would be neutral at current price..
Suven Life Sciences was suggested at 24 Rs here, http://fundamentalstockideas.blogspot.in/2013/06/few-more-multibaggers-for-long-term.html After becoming 9 bagger, I am still positive on it but for slightly more longer term..
Control Print was suggested at 194 Rs here, http://fundamentalstockideas.blogspot.in/2014/09/control-print-printing-their-own-way-to.html Still positive on it for long term...
Among the other names, I am positive on Stylan and Atul Auto, but be careful with Atul Auto, as it has appreciated severely in past 1 year or so...
Here are my views on your selected stocks.. 1) Saint Gobain - Not impressed with their balance. Can take a look at Swiss Glascoat, also in glass business. 2) Sona Koyo - Slightly positive, though not fully convinced. 3) Datamatics Global Services - Positive on company. (Though I am not best at judging IT cos) 4) Eon Electric - Not impressed by sales de-growth, negative cash flow and declining company reserves. 5) Firstsource Sol - Positive for long term. 6) Nectar Lifescience - I think plenty of better bets are available in pharma. 7) Prakash Ind - Positive for long term. Stock in weak sector. 8) Texmo Pipes - Positive for long term. 9) Tata Global Beverages - Positive 10) Infinite Computer - Start to this year has been poor. It was recommended here as undervaluation play at 80 Rs, and then sold off around 150, as not a big fan of IT sector. 11) Vakrangee - One of the strongest IT company in terms of fundamentals, but it has appreciated a lot in recent past. Not a bad choice though.
That's not upto me as well.. But generally, in case, you have doubts, always invest in parts. Buy few quantities and then use dips and rise to average out, which is best technique to minimize risk...
Ganesha Ecosphere is already discussed stock on this blog. Check left hand side panel for all the discussed stocks.. Presented my views on YBrant digital earlier.. Will take a look at others..
Please Suggest On The Below Stock For Long Term Holding
Stock Description No Of Share Avg Purchased Rate Swiss Glascoat Eq 1000 127.4 Garware Synthetic 300 13.3 RLF LTD 700 2.15 Mardia Samyoung C 100 11.15 Bank Of Maharasht 200 29.75 RMG Alloy Steel L 400 3.61 NOVA Iron And Steel 100 6.56 Tamil Nadu Steel T 300 54.95
Dear Kunalji, Could you please share your views on the pharma scrips LINCOLN PHARMA, Jubialant Life Science, Brooks Lab & Maksans Pharma at current price - whether we could make an entry or stay away (in case you feel over priced). Thanks Regards Krishnan
Pleas put your question on latest thread rather than putting it here.
Lincoln Pharma is already in radar of this blog and you will find many comments on it. Check the same using search functionality. No change in previous. I am still positive but with a condition.
Jubilant Life Science had very good past 2 years, mainly because of turnaround. However, not sure if it can continue similar journey from here on. May be it can be one of the steady compounders. But I am neutral on it.
Marksans Pharma has had lots of issues in the recent past. One of the biggest negative is their continuous de-growth in Europe business from where, 40% of their revenues are coming. The good part is that they are increasing their presence in US and that too rapidly. Right now, I am not in a position to give you any conclusive on that. It is more of a wait and watch story.
Direct Recommendation for buy/sell/hold is not allowed as per SEBI regulation, since I am not a SEBI registered research analyst. I am just doing all these out of my passion for learning the activities in stock markets. Going ahead, I will only share my views on results of some of the companies that I am tracking and that too without any indication of actions that can be taken by readers. The decision has to be one's own and it should be after consulting a financial expert.
If you have any queries on any company, you can post that in comment section of latest thread. I will surely try to give you as much information as possible, that I am aware off.
Yes, I do. It has already given about 1000% returns, but I still see plenty of triggers leading to good growth in FY'18, 19. However, it is advisable to you do your analysis or consult your financial adviser but taking a call.
I am new to equity trading. I really like the analysis you have done for various stocks. I would appreciate if you could help / guide me on how to do analyse the stock and thus having busying price and target price for short term / long term
Hi Kunal, Thanks for all guidance and help on investments
ReplyDeleteEven I stay in Pune only. Will catch up whenever its possible. Will talk offline - My email id - mayur.m.agrawal@gmail.com and by profession - m into IT job with 6 yrs exp.
Can you drop me your id pls.
You can add yourself into my google circle, seen in the widget on right hand side.
Deletehow can I subscribe to your feeds/webpage. please help. My email is bashanet1980@gmail.com
DeleteHi Kunal
ReplyDeleteMany thanks for sharing your stock ideas on this blog. They are really useful for newbie’s like me. I am looking to start long term investment by following your stocks recommendations. Initially I am thinking to invest 2 lacks then add stocks worth of Rs 5000 every month. I’ve few queries below -
1) Please suggest me if it is right idea to invest my initial money on to all the stocks suggested in this blog equally
2) Give me your opinion whether it will be good idea to add stocks every month or to save money for few months then add stocks
3) Can you please share on this blog what percentage of your portfolio is invested on each stock, which will be useful for us to know your confidence on each stock. And also I can use this to priorities which stocks I can add each month
4) Also guide me if I am missing any important bits or please suggest me any ideas to improve this method
Thanks in advance - Vishnu
Hi Vishnu,
DeleteIn your initial visits on this blog itself, let me inform you that, I won't be helping anyone with cash management and allocation. There is a reason behind it, and I feel, I can't help anyone, unless, I am completely aware of risk profile of individual.
Hence, I won't comment on allocation of any particular stock..
The same thing applies to me as well. I have my risk profile, which drives my allocation in stocks. Hence sharing my portfolio won't help anyone, as it is different for different individuals.
You mentioned that can you add stocks which are recommended here. I would say, first have a look at what price and what date, they were recommended, and how they can be approached today. That is the reason why I have created a widget on left hand side of this blog, suggesting the recommendation link and price.
You see, its difficult to comment on stocks that have already given 5x returns so far.
Still, I will try to help you with particular stock, and the way they can be approached today. You can put your comments on latest thread.
All the best!!!
Regards.
dear Kunal sir,
ReplyDeleteplease share your view on premier explosives I am holding it @165
but it is traililing day by day. pls suugest what to do?
I am not it tracking it deeply, but I think its not a bad company to invest in. It was just that Jun qtr numbers were not up to the mark, which has given some downside, as far as stock price is concerned,..
DeleteIn my opinion, if your risk profile approves, you can wait for 1-2 quarter to see if numbers improve, as there is lot of potential in the sector...
However, final decision has to be taken by you...
Sir,
ReplyDeleteWhat do u think of IBWSL ..I habe invested @28.
Thanks
Not a fan of wholesale services... .
DeleteDifficult to predict as numbers show huge variations....
Hi Kunal,
ReplyDeleteWhat would be your take on R Systems Internatonal. An IT Company with superb management pedigree. Both the topline and bottom line have been showing consistent growth. Presence is in many countries. Also strategic investments by Intel. Caters IT solutions to many industries so diversification of product portfolio
Thanks
Krishna
Just posted my views on it in latest thread.... please keep following the latest thread, and post your comments there only...
DeleteHere I might miss it..
Just to repeat, the stock looks decent fundamentally, but not sure of its multibagger, as it is in service industry, where predicting future is slightly difficult...
Hi,
DeleteCan you pls post the link to the latest thread.
Thanks in Advance
Regards
Krishna
Go to homepage of this blog, and the first post you see there is the latest thread... It has comments section, where updates are given..
DeleteYou can post your comments there...
Hi Kunal,
ReplyDeleteI have been reading your blog regularly. Simply said, superb work. I am a beginner in the stock market, but my understanding of finance and economics is pretty decent. Still, I was hoping for your inputs on my portfolio:
Force Motors 50 shares @ 750 (now at 1398) [bought 45-50 days ago)
Wonderla Holidays 100 shares @ 323 (now at 285) [bought 45 days ago]
Alphageo India 50 shares @ 350 (now at 480) [bought two months ago]
Carborundum Universal 60 shares @ 210 (now at 194) [bought one month ago]
TV Today Network 90 shares @ 210 (now at 216) [bought one month ago]
Ybrant Digital 200 shares @ 55 (now at 56) [bought one month ago]
JBM Auto 35 shares @ 1090 (now 140 shares at 250 post split and bonus) [bought four days ago] [down 9% already on this due to selling pressure because of split and bonus]
I think I may have got my timing wrong with many of these, but Q2 results are less than a month away for most of these. My risk profile is quite high; I can afford to invest a lot and do not foresee having to withdraw funds as I am a well paid professional.
Your thoughts? Which ones I should keep, which ones I should sell?
Thanks for your appreciation..
DeleteFrom the list you have mentioned, I would be
Neutral on Force Motors (Too much variation seen in past few years as far as numbers are concerned. Need to wait further before deriving a sureshot conclusion)
Positive on Wonderla for very long term (The story after expansion will take time to unfold)
No idea about Alphageo and Carborundum..
Positive on TV Today for long term..
Neutral on YBrant (Because of excessive competition and hence, difficult to predict the growth in future)
Positive on JBM for long term (Direct beneficiary of good growth cycle)
All the best!!!!!
Dear Kunal
ReplyDeletewhat is your email id.. kindly reply to jacobvacha@gmail.com
thanking you
jacob mathew
kuwait
Hi Jacob,
DeleteMy mail id is kunal25184@gmail.com. You can see the same, in my Google+ profile, on the right hand panel.
However, you can always post your views on the latest thread of discussion seen on home page.
Regards.
Great track record over the last few months. Only recently discovered your website - the write-ups are great - well done and keep going. Hope you are putting your money where your mouth is :)
ReplyDeleteThanks for the appreciation... :)
DeleteDear Kunal, Thanks a lot for the wonderful blog. Only yesterday i found your blog and exploring one by one now. Sorry to trouble you kunal iam holding few small midcap scrip.Iam slowly learning fundamental analysis but want to be sure to hear from a expert like you. so that i can correct my mistakes.
ReplyDeleteArvind remedies, Bhageria Dyechem, Pochiraju industries, JBM Auto, Shilpi cable, SNL Bearings, Stylam Industries, Ujaas Energy and Vidhi Dyestuff. can me comment on my stock selection please. Thanks Regards Vijay
Hi Vijay,
DeleteThanks for those wonderful words, but let mw inform you that, while exploring older discussion on this blog, please check the date and price when that discussion started. Most of the names have given 2-10x returns so far, so study the stocks yourself and then figure out the actions that you can take now, in present scenario.
Among the names you have listed, I like JBM Auto Stylam Ind. I am not tracking the rest, and hence can't comment on it right now.
Regards.
Thanks a lot for your reply Kunal. Will go through them.
ReplyDeleteHi Kunal. Thanks for great analyses of some hidden gems in the stock market. Wanted to quickly followup with you and check if you are still tracking photoquip. If so, can you please publish a follow up analysis on where the company is headed
ReplyDeleteI have been tracking but off-late, I am extremely dissapointed by the way, management have shown their declining interest towards shareholders...
DeleteHighly laid back approach, which is not at all good...
The company is still doing very well, and main reason, to stay with it, was their new venture called CORVI, which is doing extremely well, and showing decent growth, but profit has been a concern so far. That is quite normal, considering a fresh start of new venture..
Expecting them to break even on Corvi products, by end of this fiscal, or probably, first half of next fiscal...
Hi Kunal,
ReplyDeleteI just now came through your website, i went through your past recommendations they were excellent, I needed your openion on a brorder perspective what do you think about this bull maket, how long it can last, also i have bought some stocks can you share your views on those, i hope to hold on them for next 3-5 years & hope to make multibagger returns (hopefully 400 % profits overall), also i have made some comments regarding the companies with you to share, please share your openion on that also can you give me an approx price targets for 3 years for the below stocks.
1. Atul Auto. (In Expansion Mode in smaller towns & other countries)
2. Motherson Sumi. (In process to acquire more companies)
3. Capital First. (Led by the best fianancial Team)
4. Manappuram. (Spreading their risks by getting into home finance, microfinance, vehicle finance)
5. Gruh Finance. (Big Opportunity due to coming 100 new cities by modi, as it caters to rural areas which can be the next big market fof this finance company)
6. Repco Home Finance. (Big Opportunity due to coming 100 new cities by modi, as it caters to rural areas which can be the next big market fof this finance company)
7. Mold Tek Packaging. (Expansion, opportunities due e-commerce)
8. Kovai Medical. (Expansion mode)
9. Indiabulls power. (starting of the new plats)
10. Poddar developers. (Geniune good developers, 3,000 handed over 1,00,000 to go)
Thanks & Regards,
Shailesh
Hi Shailesh,
ReplyDeleteI am not tracking the overall market sentiments, but only following specific stocks. Also, I am not permitted to give you any price targets, but will comment on your selected stocks, which I am tracking...
1) Atul Auto - Positve for long term.
2) Motherson Sumi - Can be part of long term portfolio with steady returns (not sure of multibagger potential from these levels.)
3) Capital First - Decent company.
4) Manappuram - Not tracking strictly, but feel, its a bit risky.
5) Gruh Finance - same view as Motherson.
6) Repco Home Finance - Very decent company. Likely to be next Gruh.
7) Mold Tek Packaging - Positive for very long term.
8) Kovai Medical - Not tracking strictly.
9) Indiabulls Power - Not tracking any power cos
10) Poddar Developers - Not tracking any infra names as of now..
Regards.
hi sir,l
ReplyDeleteCan we buy adifinechem,stylam,atul auto,dhanuka,control pirnt,suven lifescience at cmp?
Hi Vinoth,
DeleteAmong the names mentioned,
Dhanuka was suggested at 175 Rs here:
http://fundamentalstockideas.blogspot.in/2013/12/dhanuka-agritech-ltd-is-it-too-late-or.html
After becoming more than 3 bagger, I would be neutral at current price..
Suven Life Sciences was suggested at 24 Rs here,
http://fundamentalstockideas.blogspot.in/2013/06/few-more-multibaggers-for-long-term.html
After becoming 9 bagger, I am still positive on it but for slightly more longer term..
Control Print was suggested at 194 Rs here,
http://fundamentalstockideas.blogspot.in/2014/09/control-print-printing-their-own-way-to.html
Still positive on it for long term...
Among the other names, I am positive on Stylan and Atul Auto, but be careful with Atul Auto, as it has appreciated severely in past 1 year or so...
Not tracking Adi Finechem..
Regards.
Dear Kunal,
ReplyDeleteBelow is my holding stocks for 2 years prospect your view for the same is important for me pls.
reply.
SAINT GOBAIN 200 @ 46.84
SONA KOYO STEERING SYSTEMS LTD 200 @ 57.11
MOREPEN LABORATORIES LTD. 500 @ 12.11
ROLTA IND 500 @ 117.05
DATAMATICS GLOBAL SERVICES LTD 200 @ 84.12
EON ELECTRIC LTD. 200 @ 39.58
FIRSTSOURCE SOLUTIONS LTD 200 @ 38.88
KSS LIMITED 500 @ 13.31
NECTAR LIFE SCIENCE 200 @ 41.28
PRAKASH IND. 200 @ 62.88
TEXMO PIPES 1000 @ 17.20
ALOK INDUSTRIES LTD. 500 @ 11.23
EASTERN SILK INDUSTRIES LTD. 3000 @ 2.81
BASANT AGRO TECH (INDIA) LTD 2000 @ 8.54
TATA GLOBAL BEVERAGES LTD. 150 @ 161.12
AVT NATURAL PRODUCT LTD. 500 @ 39.86
INFINITE COMPUTER SOLUTIONS 500 @ 175.65
VAKRANGEE LTD. 300 @ 144.19
CROMPTON GREAVES LTD. 500 @ 191.93
regards
Harjeet Singh
Hi Harjeet,
DeleteHere are my views on your selected stocks..
1) Saint Gobain - Not impressed with their balance. Can take a look at Swiss Glascoat, also in glass business.
2) Sona Koyo - Slightly positive, though not fully convinced.
3) Datamatics Global Services - Positive on company. (Though I am not best at judging IT cos)
4) Eon Electric - Not impressed by sales de-growth, negative cash flow and declining company reserves.
5) Firstsource Sol - Positive for long term.
6) Nectar Lifescience - I think plenty of better bets are available in pharma.
7) Prakash Ind - Positive for long term. Stock in weak sector.
8) Texmo Pipes - Positive for long term.
9) Tata Global Beverages - Positive
10) Infinite Computer - Start to this year has been poor. It was recommended here as undervaluation play at 80 Rs, and then sold off around 150, as not a big fan of IT sector.
11) Vakrangee - One of the strongest IT company in terms of fundamentals, but it has appreciated a lot in recent past. Not a bad choice though.
Not tracking others.
Dear Kunal,
ReplyDeleteThanks for the reply, regarding the Swiss Glascoat is it good to buy on CMP or should i wait for any down level figure.
regards
Harjeet
That's not upto me as well..
DeleteBut generally, in case, you have doubts, always invest in parts. Buy few quantities and then use dips and rise to average out, which is best technique to minimize risk...
Please post queries on latest thread of home page...
Deletehave a look on
ReplyDeleteshilpi cables
ramco systems,
ybrant digital,
ganesh ecosphere,
gujarat automotive gears
IST limited
Ganesha Ecosphere is already discussed stock on this blog. Check left hand side panel for all the discussed stocks..
DeletePresented my views on YBrant digital earlier..
Will take a look at others..
Ur view on Rajoo engineers after good dec quarterly result?
ReplyDeleteHi Kunal, Can you give us the option of subscribing by email? It will be really great.
ReplyDeleteRegards,
Kinshuk
Hi, Can you add me to your FB group or where i can follow you, thanks, Amit
ReplyDeletePlease Suggest On The Below Stock For Long Term Holding
ReplyDeleteStock Description No Of Share Avg Purchased Rate
Swiss Glascoat Eq 1000 127.4
Garware Synthetic 300 13.3
RLF LTD 700 2.15
Mardia Samyoung C 100 11.15
Bank Of Maharasht 200 29.75
RMG Alloy Steel L 400 3.61
NOVA Iron And Steel 100 6.56
Tamil Nadu Steel T 300 54.95
Dear Kunalji,
ReplyDeleteCould you please share your views on the pharma scrips LINCOLN PHARMA, Jubialant Life Science, Brooks Lab & Maksans Pharma at current price - whether we could make an entry or stay away (in case you feel over priced).
Thanks
Regards
Krishnan
Hi Krishnan,
DeleteIt's only Kunal and not Kunalji :)
Pleas put your question on latest thread rather than putting it here.
Lincoln Pharma is already in radar of this blog and you will find many comments on it. Check the same using search functionality. No change in previous. I am still positive but with a condition.
Jubilant Life Science had very good past 2 years, mainly because of turnaround. However, not sure if it can continue similar journey from here on. May be it can be one of the steady compounders. But I am neutral on it.
Marksans Pharma has had lots of issues in the recent past. One of the biggest negative is their continuous de-growth in Europe business from where, 40% of their revenues are coming. The good part is that they are increasing their presence in US and that too rapidly. Right now, I am not in a position to give you any conclusive on that. It is more of a wait and watch story.
Not tracking Brooks Lab.
Regards.
can u give your latest recommandation & details for all your website address
ReplyDeleteDirect Recommendation for buy/sell/hold is not allowed as per SEBI regulation, since I am not a SEBI registered research analyst. I am just doing all these out of my passion for learning the activities in stock markets.
DeleteGoing ahead, I will only share my views on results of some of the companies that I am tracking and that too without any indication of actions that can be taken by readers.
The decision has to be one's own and it should be after consulting a financial expert.
If you have any queries on any company, you can post that in comment section of latest thread. I will surely try to give you as much information as possible, that I am aware off.
Hey Kunal, Viraj here.
ReplyDeleteDo you recommend to hold granules?
Hi Viraj,
DeleteYes, I do.
It has already given about 1000% returns, but I still see plenty of triggers leading to good growth in FY'18, 19.
However, it is advisable to you do your analysis or consult your financial adviser but taking a call.
Thanks!!
Sir Latest result analysis please
ReplyDeleteSure, will do soon..
DeletePlease share your comments on latest thread, it is easier to track it there..
Thanks!
Pl study LYCOS Internet 532368 BSE Code I think this company looks good. Pl study
ReplyDeleteKrishna kumar
surat
Hi Kunal,
ReplyDeleteI am new to equity trading. I really like the analysis you have done for various stocks. I would appreciate if you could help / guide me on how to do analyse the stock and thus having busying price and target price for short term / long term