Saturday, July 28, 2012

PIDILITE INDUSTRIES - BUY





Pidilite Industries is the market leader in adhesives and specialty chemicals in India.Its popular brands like FEVICOL,Dr.FIXIT,FEVIQUICK,M-SEAL,FEVICRYL ..are enjoying large market share in each categories.Other than these, Company also own 25 more branded products in various categories.Pidilite originally started in 1959 and now it is a 2500 Cr company through organic growth and aggressive brand acquisitions.In last 12 years Pidilite acquired 9 brands in different segments.Its products are broadly classified into two – (a)Consumer and Bazaar Products (b) Industrial Chemicals.The first segment includes products like Adhesives & Sealants, Construction / Paint Chemicals and Art Materials & Others and the second includes Industrial Resins,Industrial Adhesives, Organic Pigments & Preparations.With an efficient Singapore based R&D center and with the help of nationwide marketing network and huge spending in brand building ,company periodically introducing and establishing new brands.Potential of the industry and the efficiency of the management will drive the company into new heights in coming years.Since it is well known company and various reports are easily available about it in the public domain , I am not explaining more.I feel this is one of the best stocks  in the current volatile stock market environment to generate steady return and eligible to include in your core portfolio @ Rs.166/-
 =======================================================
SUZLON ENERGY- UPDATES




Company Successfully completed the repayment of the first tranche of its FCCB .We can  expect some movement in stock price.

32 comments :

  1. it should give min 200% return from cmp. retained earnings and net worth quoting less then mkt price backed with good order book.

    thanks

    ReplyDelete
    Replies
    1. i don't know whether it will give 200% return but they are giving 190% dividend .

      Delete
    2. Hi Mahesh

      Could you please explain "retained earnings and net worth quoting less then mkt price"

      Delete
  2. Excellent pick VP.

    Can people like me who have missed the bus can enter now?

    :)
    Though it may sound repeated as I see meesages for it, but since I am part of that grp who came to know late are waiting to enter.. or can be dropped?

    ReplyDelete
  3. sir, are there any news on faitfield atlas. pls comment. regards MMM

    ReplyDelete
  4. piz giv view on avt natural after split

    ReplyDelete
    Replies
    1. Dear Jain

      I personally don't like unnecessary stock splits.

      Delete
  5. Sir your comments on timken india....i have shares at Rs 267... now its going very low...can i averge it now ? will it go up ?

    ReplyDelete
    Replies
    1. Due to sluggish demand from user industries Timken may under perform in short term.

      Delete
  6. Whats your view on Jyothy Laboratories for long term ?

    ReplyDelete
  7. Sir, Whats your pick on Electrosteel castings

    ReplyDelete
  8. Your comments of Pitti Lamination. It is hammered . Has something gone wrong or it is just a healthy correction ?

    ReplyDelete
    Replies
    1. Company's decision to invest in promoters privately owned company may be a reason.In may of the such cases the valuation will be fixed in favor promoters.

      Delete
  9. Do you track PNB Gilts ?

    ReplyDelete
  10. Sir, your views on Alembic, presently quoting at 15.50.

    ReplyDelete
  11. Sir your comments on Vulcan Engineer....it is off 50 % . When we can see growth in this company.

    ReplyDelete
    Replies
    1. We need to wait at least the company's owned manufacturing facility starts operation which is under construction now.

      Delete
  12. DEAR ,
    THERE IS A NEWS THAT TATA CHEMICAL MAKE HOLDING COMPANY OF HER NATURAL RESOURSES IN SINGAPORE. HOW CAN IT AFFECT TATA CHEMICAL?

    THERE IS A DROUGHT SITUATION IN CURRENT YEAR, CAN IT AFFECT AGRI-COMMODITY AND FERTILISER STOCKS?

    PATIDAR

    ReplyDelete
    Replies
    1. Drought situation and Rupee depreciation may affect Tata Chemical in near term.

      Delete
  13. Dear VPji,

    Whats your take on Hanung TOys, will it yield good returns over a period of time or is it not worth looking into?

    Regards,

    Sachi

    ReplyDelete
  14. Dear VP,

    Whats your take on Parekh Alum & EssDee Alum, has it bottomed out. Can we take fresh investments and which is better.

    Regards

    NR

    ReplyDelete
  15. sir
    what you say IN ESCORTS LTD
    S P TULSYAN SAY ESCORTS ARE MULTIBAGGER

    ReplyDelete
    Replies
    1. I don't like this promoter ,running business only for them nothing to minority share holders.

      Delete
  16. dear sir, whats your opininan about escots ltd fof long term

    The Merger of ESCORTS LTD with ECEL is very good & necessry.because there is a huge expantion in escort constraction & equipment.for this expantions ( as per last two year annousment and collabration ) After the merger both problem will solve as soon as. So don`t blame that their merger is only for incerease parmoter holding.
    after expantion the company make big maltibager for shareholder

    ReplyDelete
  17. Dear sir,
    what is your view on Repro india which gave fairly good results.
    kmrao

    ReplyDelete
  18. Any updates on Pidilite after its results?

    ReplyDelete

Followers

Tweet TopOfBlogs