Stocks
Riddhi Siddhi Gluco Biols Ltd.
Riddhi Siddhi Gluco Biols is the largest producer of Starch & starch derivatives in India. The company has a market share of more than 25%.The most interesting thing about the growth of this company is – the promoters have build everything in just 20 years. They started from scratch in 1990 and today they control [...]
Camphor & Allied Products
Camphor & Allied Products is a pioneer in the field of Terpene Chemistry with technology from Dupont, USA. The products of the company are Synthetic Camphor, Terpineols, Pine Oils and Resins etc & they find application in Fragrance, Pharmaceutical, Soap & Cosmetics & Varnishes Industries. CAPL has two plants – first at Bareilly, UP & [...]
Shakti Met Dor
When I first looked at this company 3-4 years back, I couldn’t believe that selling doors could be a highly profitable and organised business. Yes, SML is a Hyderabad based company which specializes in Special steel Doors & Windows. The company has quickly scaled up from about 7 Cr turnover in 2002 to 80 Cr [...]
Welspun Syntex
Welspun Syntex Ltd (WSL) is part of the reputed B K Goenka group (Welspun Gujarat). WSL is one of the largest exporters of Polyster Textured Filament Yarn from India. The company has two plants located at – Silvassa and Palghar, Thane. Interesting points to note are: The company is doing a turnover of approx 400 [...]
Majestic Auto – Performance Updates
We had recommended Majestic Auto here at just Rs 60/- (then at approximately at 80% discount to its value of investments). The stock has been hitting upper circuits for last few days and is trading @ 138.75 now. The valuation gap discussed earlier has now reduced to approx 52% now from 80% earlier. We would [...]
Gujarat Reclaimed Rubber Products (GRRPL)
Rubber recycling looks like a good business – as it is both profitable and eco-friendly. Given the rising prices and supply limitation of natural rubber, usage of reclaimed rubber is more economical (costs Rs 40/Kg) and bound to increase. Add to it the opportunity to expand this business. There was an article which highlights the [...]
Our stocks in Media
Usually most of our discussed stocks are mid-caps whose merits are generally unknown to the masses. Whenever there is coverage of these stocks by Media…they get due attention and often do well. Some of our stocks got wide coverage in last few days: 1. Asian Hotels: Will Asian Hotels’ shareholders gain after its demerger into [...]
Three cheers for Shilpa Medicare
Shilpa Medicare has made a new high at 345 today. We had initially discussed the stock on our blog here on 26th July, 2009 when the price was Rs 80. Hence the stock has given a gain of 331% in less than 1 year . The stock is now a 10 bagger from March lows. [...]
Jocil
Are there any value picks in this market? Yes, I believe there are a few options like – Jocil. Most of us would be hearing this name for the first time The company is a subsidiary of Andhra Sugars (55.02% stake) and is listed only on NSE. The company specializes in manufacturing of Stearic Acid [...]
Sunflag Iron & Steel – CMP 31
Dear Friends, Steel Sector has been witnessing a lot of price hardening due to both input price rise and demand. Stocks of this sector are finding interest. One company which has good fundamentals and looks interesting is – Sunflag Iron & Steel. Sunflag is part of the Bhardwaj group having presence across 6 Countries in [...]
