Thursday, April 19, 2012

SCHNEIDER ELECTRIC INFRASTURUCTURE LTD - UPDATE





Further to my BUY recommendation on Schneider Electric Infrastructure @ Rs.69/- (Current Price Rs.93.50), Click HERE for the latest investor presentation released by the company .

Disc: I have vested interest in SEIL
Posted by VALUEPICK at 9:33 PM
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25 comments :

  1. AnonymousApril 19, 2012 at 10:06 PM

    Dear VP

    What is your view on Kaveri Seeds after recent run up?

    ReplyDelete
  2. AnonymousApril 19, 2012 at 10:14 PM

    Sir, What about todays concall,pls update

    ReplyDelete
  3. AnonymousApril 20, 2012 at 12:07 AM

    Sir, any news regarding teleinteraction

    ReplyDelete
  4. VikasApril 20, 2012 at 4:22 AM

    HI Valuepick,

    From the presentation....if SCHNEIDER mergers all the acquired entities that will surely create long term value.But out of the two possibilities one is the merger one and another is the delisting one.Based on your past experience which is likely event possible?
    Please share your inputs and guidance on this ?

    Regards,
    Vikas

    ReplyDelete
  5. VALUEPICKApril 20, 2012 at 5:30 AM

    Dear Friends

    On the basis of Yesterday's Con Call, I believe that both the mentioned possibilities will not happen in near future and company having its own growth plans.The first message we are getting from con call is that the management is taking the business as 'Serious' and going to concentrate in Smart grid technology which is advanced in foreign countries and not much familiar in Indian environment.Mergers/Acquisitions in this line(not the existing pvt co)may happen in future.

    ReplyDelete
  6. VikasApril 20, 2012 at 6:52 AM

    Thanks Valuepick...for your valuable inputs on the the presentation.

    Regards,
    Vikas Karunakaran

    ReplyDelete
  7. Praveen KavoorApril 20, 2012 at 11:00 AM

    Thank you Value Pick for recommending , which is your pick in Logistic field which looks like very promising sector

    ReplyDelete
  8. AnonymousApril 20, 2012 at 2:09 PM

    Thank you for your inputs. much appreciated. can we pick this stock now? if i can suggest something, can u mention a price bandwith from next time to pick a stock which is a comfortable price to pick? can i pick up schneider electric now sir?

    tuhin mukerjee

    ReplyDelete
  9. AnonymousApril 20, 2012 at 3:53 PM

    sirji,

    namaskar, can i enter at this level?
    pranams, gopi

    ReplyDelete
    Replies
    1. VALUEPICKApril 21, 2012 at 4:44 PM

      Dear Friends
      I have recommended Schneider Electric @ Rs.69/-. Why you are asking now after it moved up 50% ?.

      Delete
    2. AnonymousMay 4, 2012 at 6:38 PM

      Dear Value Pick,

      So, what! Hell is not falling on earth! He is just asking whether it is OK to invest at the current level. Say Yes or No. Learn to be polite. It's a shame on you. If you can't do the same better stop answering.

      Dear Anonymous,

      Yes. You can buy at current levels.This stock is a multibagger and sure to rise at least 100% within next 12 to 18 months.

      Regards,
      Another Small Investor

      Delete
    3. VALUEPICKMay 4, 2012 at 9:07 PM

      Dear Another Small Investor

      Better to use some good language here to teach politeness.

      Delete
  10. akhiApril 20, 2012 at 8:25 PM

    sir rumors are in market that alstom is going to exit from this company.. is it true..? if so isnt it a negative trigger..?

    ReplyDelete
    Replies
    1. VALUEPICKApril 21, 2012 at 4:47 PM

      Such a question will not arise if you read my first posting on this company

      Delete
    2. akhiApril 23, 2012 at 1:12 AM

      i did went through the posting again and now im much more convinced than i was , that it is a surely a dark horse.. actually i was shocked after hearing it on tv by market analysts about these rumors.. so thought of asking..
      regards..

      Delete
  11. ArunApril 21, 2012 at 10:12 AM

    Hi Value pick ji

    Your recommendations/suggestions are helping lots of investors.Keep up the good work

    I would like to invest in Diamond Power Infrastructure.
    They have been growing steadily but not reflecting in the share price.
    Please suggest if its a right choice.

    Thanks
    Arun

    ReplyDelete
    Replies
    1. VALUEPICKApril 21, 2012 at 4:46 PM

      Go through the below link:

      http://www.indianexpress.com/news/it-raids-on-firm-find-massive-tax-evasion/925244/

      Delete
  12. Rajesh ParvathiniApril 21, 2012 at 12:27 PM

    VP Sir,

    Following are the major stocks, I own in my portfolio.

    1.Texmaco Infra
    2.Biocon
    3.Asian Paints
    4.Avanti feeds
    5.Coromandel International
    6.Aries Agro
    7.Shree Renuka Sugars
    8.Andhra Pradesh Paper Mills
    9.Schneider Electric
    10.Granules India

    I'm thinking to hold them all for long term(atleast 2-3 years). As a portfolio, they are working alright.

    What do you think of the portfolio? Are any of the stocks I should exit in your view?

    Also, what are your views on Page Industries? I feel it is a little over-priced but a friend said it has potential to grow more.

    Thanks,
    Rajesh

    ReplyDelete
    Replies
    1. VALUEPICKApril 21, 2012 at 4:48 PM

      No opinion on Taxmaco rail,not tracking Page Ind.

      Delete
  13. AnonymousMay 1, 2012 at 11:30 AM

    please recommend stocks for doing sip

    ReplyDelete
    Replies
    1. UnknownMay 1, 2012 at 5:04 PM

      In my opinion SIP for stocks is not a great idea.

      Delete
  14. UnknownMay 1, 2012 at 11:52 PM

    JSW Energy is available at mouthwatering price. How about accumulating it.

    ReplyDelete

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