Saturday, October 20, 2012

ADITYA BIRLA CHEMICALS - BETTER TIMES





Adiya Birla Chemicals is a member of Aditya Birla Group .This company taken over by Aditya Birla Group  in 2005 and now it is a 51% subsidiary of Hindalco Industries.ABCIL manufacturing inorganic chemicals, like  caustic soda, chlorine, resins , hydrochloric acid, aluminium chloride , bleaching powder ..etc.Its products find applications in sectors like Soaps and Detergents ,Pulp and paper,Textiles ,Water treatment,Dyes and colours ,Aluminium ,Food Processing ,Lubricants .etc .After the acquisition by Aditya Birla Group , company added capacities substantially and also included many new products into its offering.Last year Company completed a large acquisition by buying out Kanoria Chemical’s chloro chemicals division at a cost of Rs.830 Cr.With this acquisition ABCIL’s caustic soda capacity increased  from 1,05,000 tpa to 2,20,000 tpa.Now ABCIL is upgrading the caustic soda plant of this facility by most modern technology with a capital outlay of another Rs.150 Cr . Renovated plant is expected to re-start commercial production in next few months.This new technology will increase capacity and reduce power cost substantially ,which will reflect in margins going forward. Chlor Alkali business is cyclical in nature and it is going through better times . Considering the tight supply demand conditions in favor of Chlor –Alkali producers  ,further price hikes also expected in next few quarters . This company will be one of the biggest beneficiary of the emerging opportunities  in this sector backed by the large capacity and strong management capabilities of Aditya Birla Group. Company raised its debt level to fund the above mentioned large acquisition but a favorable pricing situation for its products is expected support the cash flow going forward. Investors with medium  term view may consider it @ CMP of Rs.89,  and keep a close watch on the price trend of its products.Sock is traded both in NSE and BSE


Link to Company Website HERE
at

127 comments:

  1. AnonymousOctober 20, 2012 at 6:46 AM

    Dear Sir

    I am following your blog in last one year and gained a lot.Recently I bought Sequent Scientic 1000 shares.Buy yesterday when it crashed I sold 800 at the lower level .Now I am in a confusion whether I should sell the rest or buy back the sold quantity.Is there any negative for this company for such a crash yesterday .please help

    Thanks
    Abhiram
    Chennai

    ReplyDelete
    Replies
    1. VALUEPICKOctober 20, 2012 at 3:03 PM

      Dear Friend

      This is a common situation faced by many investors and many reasons behind this .First of all lack of conviction itself .If we have done proper study before entering in a stock we will not panic in a dip and we will take it as an opportunity to buy more.Second is our trading mentality itself,some people always trying to make some money by trading in scrips they are holding.They sell in the morning and try to buy back in the eventing .In 9 out of 10 cases such trading will give few rupees at the cost of big opportunities.This is almost sure in low volume scrips like Sequent .People will loose the stock just before the big leap started.Another situation of panic is due to purchase of shares using leveraged/loaned funds.Better to avoid investing with time bounded funds in stock market.

      In specific to Sequent , no negative has happened yesterday and it is only a correction after a sharp rise.Personally , I am holding some large quantity of this stock and happy to see any correction to add more.I think , company will start its better days in near future and being a low liquid counter there is fair chance for good appreciation when the benefits of new expansion,USFDA approval ..etc happens ,which is expecting in near future.


      Delete
    2. AnonymousOctober 21, 2012 at 10:49 AM

      SIR

      YOUR WORDS WILL GIVE ADD MORE CONFIDENCE.

      RGDS
      BRK

      Delete
  2. gauravOctober 20, 2012 at 8:38 AM

    DEAR ABHIRAM
    STOCKS MKTS ARE NOT FOR THE FAINT HEARTED.
    FIRSTLY U MUST BE COMPLETELY CONVINCED ABOUT THE COMPANY ONLY THEN U SHOULD INVEST.
    SELLING 800 OUT OF 1000 SHARES U HOLD AT A LOSS SHOWS UR LACK OF CONVICTION.
    IN 2010 I BOUGHT 70 SHARES OF MANAPPURAM AT 75.
    IT CRASHED TO 18 RS IN 2012.
    BUT I DIDN'T SELL COZ I AM CONVINCED ABOUT THE COMPANY.

    ReplyDelete
  3. AnonymousOctober 20, 2012 at 8:56 AM

    Hav trust of VP...

    ReplyDelete
  4. saikiranOctober 20, 2012 at 9:44 AM

    Abhiram pls wait donot get panicked.. u shuold see a stock from longterm perspective.. first find out why the stock has fallen,always maintian a stoploss(based on ur confidence on stock) if stock breaches tht value u may sell it and they once it gets consildation u can start buying

    ReplyDelete
  5. UnknownOctober 20, 2012 at 11:05 AM

    dear abhi,
    do not panic, this (SS) is not titanic.

    ReplyDelete
  6. UnknownOctober 20, 2012 at 11:26 AM

    Sir what is ur view on themis ans simran...can i buy sequent at this level..i hav ajanta pharma..what is ur view

    ReplyDelete
    Replies
    1. VALUEPICKOctober 20, 2012 at 4:51 PM

      No change in previous views.For Simran - now the price of Soya and other feed ingredients are showing some signs of softening .Effect of the same may reflect in next quarter onwards.

      Delete
    2. UnknownOctober 20, 2012 at 5:44 PM

      Sir....so the fall in input prices might not have been factored in simran stock price...so there may be rerating since the stock always factors the future developments....

      Delete
  7. UnknownOctober 20, 2012 at 12:18 PM

    Sir...what is ur view on bajaj corp and castrol...

    ReplyDelete
  8. AnonymousOctober 20, 2012 at 12:21 PM

    Dear value pick may i know your opinion on bombay swadeshi store which has a good brand called ELEPHANT? And thanks for your great work.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 5:49 PM

      Management is a pioneer in this industry but not able to scale up the business.

      Delete
  9. ArunOctober 20, 2012 at 2:56 PM

    Value Pick Ji

    First of all sincere thanks for guiding small investors.Keep up the good work.

    Please advice on Sundaram Lining Brakes. I beleive its one of your earlier recommendation.

    Recently posted a loss for this quarter.
    Can we take this as an oppurtunity to buy ???

    Thanks
    Arun

    ReplyDelete
  10. UnknownOctober 20, 2012 at 3:33 PM

    For Abhiram,

    Don't think of selling Sequent atlest in next 1-2 years.

    Hi Vp Sir,


    For Aditya Biral Chemicals - Sales has grown significantly in last in mar 2011 (237.77), mar 2012 (613.35) , and expected same (686) in 2013. What could be reason for this.

    ReplyDelete
  11. AnonymousOctober 20, 2012 at 4:51 PM

    sir, what your views on Tayo Rolls post results..was it below expected?

    ReplyDelete
  12. AnonymousOctober 20, 2012 at 5:10 PM

    My Dear VP

    For the first time in my stock market life I made some big money in Bambino Agro .Many many thanks and my prayers always with you.

    Col Sukhveer

    ReplyDelete
  13. AnonymousOctober 20, 2012 at 5:16 PM

    Sequent Scientific will be another Kaveri Seed in making .I was a new comer in this blog when VP recommend Kaveri seed around 250 Rs. and could not buy it because of my suspicion .It was the top gainer in last year and currently trading at 1100 .I lost the first chance but never the second.

    Chenthil R V

    ReplyDelete
  14. UnknownOctober 20, 2012 at 5:17 PM

    Dear abhiram...you shouldnot put all the money that you may require in near term...put aside a surplus money in a stock like sequent and think that you have planted a small coconut tree...pouring water everyday....the company is in transition phase and within few years you may get bumper returns...see the companys product in pipeline...very good...moreover its strides group...happy investing.....

    ReplyDelete
  15. AnonymousOctober 20, 2012 at 8:10 PM

    Dear VP,
    Are u tracking EClerx, a debt free IT company, engaged In KPO?

    Dr Suvasish Chakraberty

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 5:51 PM

      Are you sure the published result of E-Clerx is 100 % genuine.? .I am not strictly tracking this one.

      Delete
  16. NeilOctober 20, 2012 at 9:39 PM

    Dear VP,

    How is the results for Strides Acrolab going to affect Sequent and i did not see any results for Sequent even in the group consolidated sales of Strides. When is the results of Strides going to be published actually as it is not available in BSE website.

    Regards

    Neil

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 6:36 AM

      Neil

      I don't know how the result of one company is going to affect the performance of other in this case.Sequent is an independent company and not a subsidiary of Strides arcolab , hence it will not reflect in the consolidated result figure of Strides .This is an independent company owned by the promoters of Strides.

      Delete
  17. BhupenOctober 20, 2012 at 9:44 PM

    Sincere request to all. Please STOP giving advise to Abhiram. Everyone is responding to him like a baby and asking him to hold. He is an adult and mature enough to do and if not then he should not have been in Stock market.

    Lets ask or discuss stock specific question and if anyone thinks he can give advise then please email him on his mail id and ask for it.

    ReplyDelete
    Replies
    1. AnonymousOctober 21, 2012 at 9:30 AM

      Sir No prob at all.I am only a new comer and I admit the opinion of experienced investors ,So that I can take a better decision .

      Thanks
      Abhiram
      Chennai

      Delete
  18. ManasOctober 20, 2012 at 11:29 PM

    This comment has been removed by the author.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 9:17 AM

      I am not bothered about 'MARKET' , trying to find out individual companies having ability to grow even in tough times.

      Delete
  19. KishoreOctober 21, 2012 at 12:10 AM

    VP sir,
    I am new to your blog and first please accept my sincere thanks to you.

    I liked your comment on buying when the stock comes down instead of selling.
    I have kept aside some money to invest for betterment of my kids and wanted to know if I can buy Granules India if it comes down to 175 levels?
    The reasons - After going through your blog in detail I see Granules and Kaveri seeds being the most discussed. Since in Granules lot of good news are expected in coming months my focus is in Granules.
    I want to lock my money for next 2 years in Granules for my kids and let that money grow so I can give them better life.

    Sir, your views will be highly appreciated. Since I am small investor & have limited cash to invest I wanted to focus on 1 stock and remain invested.
    If you think its not advisable to buy at such levels as it has moved up, I can let go and wait for other opportunities.

    Thanks for such wonderful care shown by you in guiding small investors like us.

    Thanking you.

    Kishore Anand

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 9:25 AM

      Dear Anand

      I will not advice any stock to buy ,using time bounded funds.If u need funds after two years especially for something related with your kids,I never advice to put money in stock market.People always mixing savings and investment and I don't think it is the right method.Invest only with the money available beyond savings even if it is a small amount .This will avoid many unnecessary tension and taking mistaken decisions.

      Delete
  20. AnonymousOctober 21, 2012 at 2:34 AM

    dearvp ji . U r alwaya active to blog online. U are receving daily now a days 30_40 comments and u are replying also soon. This is ur only dedicated work or any other field also u r engaged, let us know as we have learn lots from u. And we have now direction where to find the potentials.

    ReplyDelete
  21. AnonymousOctober 21, 2012 at 2:37 AM

    thank u very much vp. I made lots of money in ur epc industrie,dr agraval, roto pumps.

    ReplyDelete
  22. AnonymousOctober 21, 2012 at 7:54 AM

    Dear Valuepick,

    Garware Wall ropes Rs. 52/- Any information regarding this company,there business,future plans and management ?

    Thank you,

    Riju

    ReplyDelete
  23. Mahender Reddy PulakandlaOctober 21, 2012 at 8:39 AM

    Hi VP,

    Thanks for Great Investing ideas.
    What is your view on "ZENITH BIRLA (INDIA) LIMITED"?

    Have a good day.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 9:28 AM

      Never advice anything from Yash Birla Group for Investment.

      Delete
    2. UnknownOctober 21, 2012 at 1:05 PM

      I got confused with Yash Birla group and aditya birla group companies so did not show much interest in this stock .... I will think about this now.

      Delete
  24. sourabhOctober 21, 2012 at 11:22 AM

    VP sir ,
    In one of your response to a ques you had said ,a stock will never become a multibagger if everyone thinks a multibagger.I hope this doesn't happen with sequent since everyone thinks its a multibagger :)

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 12:59 PM

      Dear Sourabh

      You are getting a feeling - everyone talking about Sequent - after reading our blog .I still feels only a very small minority is still known about this stock if we consider the entire investor,analyst,broker community.Have you ever read a serious analyst report on this stock anywhere in the past ? .Only SP Tulsian mentioned once in last year this stock as a multi bagger .Even in that cases too I think even he was not aware this company belongs to Strides Group .Am I right ?

      Delete
    2. UnknownOctober 21, 2012 at 1:01 PM

      Not Everyone will hold for long. Most of them will try to time the market or stock price and settle for few rupees gain and wait for price to lower down which may not happen . So this way sort term players will be out of the stock. A long term investor won't be selling this stock.

      Due to lesser number of floating stocks the price is bound to get appreciated over a period of time.

      Delete
    3. sourabhOctober 21, 2012 at 2:42 PM

      You are right sir but if you check the message boards of the stock you recommend its populated to the link of your blog.On a lighter note when sequent corrected sharply last day some people even commented "Value pick has started selling sequent.Move out " in the money control message board :)

      Delete
    4. VALUEPICKOctober 21, 2012 at 6:25 PM

      Dear Sourabh

      Do you think anyone will sell a stock just before expecting good news flow which will transform the entire company into another orbit ?.People can say anything but only our conviction will succeed ultimately.I don't think entering and exiting to reduce cost price in a low volume stock like sequent is a good idea ,if we have faith in the company and plan to hold it for long time.

      Delete
  25. sourabhOctober 21, 2012 at 11:37 AM

    How is the prospects of mahindra ugine steel after the stake sale to sanyo

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 5:52 PM

      As far as my understanding Sanyo Steel and Mitsui took 49 % stake in Navyug Steel a subsidiary MUSCO , not in MUSCO itself

      Delete
  26. AnonymousOctober 21, 2012 at 1:02 PM

    One question -- Is it a team behind this blog or its only VP sir.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 6:00 PM

      No team man ,only a one man army :)
      Only because of the difficulty to manage this alone ,still continuing with this blog without migrating to a website.

      Delete
    2. M RAOOctober 21, 2012 at 7:06 PM

      Dear VP Sir,

      What is your primary activity ? Are you self employed or enterproner? If you are one man army , what is the motto to do such type of social service for benefitting small investor.
      Just curiacity to know from you.

      with regards,



      Delete
    3. VALUEPICKOctober 21, 2012 at 8:33 PM

      Dear Rao

      I lost heavily in stock market in my early days due to misleading informations and 'TIPS' .It is an effort to save atleast someone from 'TIPS' and help to take informed decisions and save their hard earned money .Another part is ,there is no use if I identify a good company and no others are interested in it even if it is an excellent pick.Media attention is important in these days as far as stock market is concerned .I have no money to start a channel or no ability to appear in a business channel .So this is my small effort and it is the vested interest part .No doubt if I found a potential stock and I have money to buy it ,I will buy it before posting it ( I think only a fools will do the opposite).But never post it If I feels nothing left in the table for my readers and in 99 out of 100 cases I never sell in the subsequent days when my readers came for buying .I have only long term view and I always feel share price is a reflection of business growth which will not happen over night.

      Paid site is an option to make money but I believe all investors are not wealthy to subscribe it ( Rs.1000 was a big amount for me about 20 years back )and that option will give money only for paid subscribers at the cost of other readers which I feel not fair.

      Delete
    4. AnonymousOctober 21, 2012 at 9:38 PM

      Only a person who has been through can understand pain in loosing hard earned money by falling prey to
      tips or quick money plans.

      As far I can think most of the paid service provided copy your blogs and recombination and they are successful because of your recommendation. I wounder what will happen if you stop posting ...

      Delete
    5. HemaBhalajiOctober 22, 2012 at 12:50 AM

      MR VP.
      For the past 4 years,I have lost quite some money by taking advise by the brokers, paying tips and by watching TV in intraday & short term.Really i was fedup. It was my mistake because i blindly invested taking as TIPS.

      Then i have decided to learn how to choose stock for investment while googling,
      By god's grace fortunately i had a chance to visit ur site just 2 weeks back,
      After gone through from 2010 both ur recommendations and the answer for the queries really it was amazing, most of the stocks i never heard. i used to watch only large caps.
      Now,I have invested more than 10 of your recent recommended stocks with the help of ur analysis and updates.
      Thank you very much Mr.VP,Normally i don't have time to study that is why i lost, after seeing your site, i have decided to go through everything before investing & only For LONG TERM.
      Once again Thank you so much & God Bless u for your wonderful service.
      HemaBhalaji

      Delete
    6. VALUEPICKOctober 22, 2012 at 5:52 AM

      Investing in stock market is a serious matter as any other business or even more.Because anything may affect stock prices.So ,should follow and review decisions periodically to succeed .Wishing all the best.Thanks for your prayers.

      Delete
    7. AnonymousOctober 22, 2012 at 10:22 AM

      Dear Sir

      Thanks for your message and appreciate your open min policy. As a follower of you post, I am happy that you have disclosed your interest and we welcome your interest. Pls go on and let us continue this winning track on your leadership.

      Delete
    8. Kinshuk ChandraNovember 3, 2012 at 8:18 PM

      Liked your view sir

      Delete
    9. AnonymousDecember 22, 2012 at 12:21 PM

      Dear Sir ,

      Today only I came to know about your site when I read some comments in moneycontrol.com . I like your view & feeling about small investors . You know our pain when we lost our hard earned money here in market . You know very well if you give your ideas in the name of paid services , you can easily make some lac's in one or two months . But you are not doing that . Realy you are great and rare person to see in current world . Keep it up . God bless you Sir .

      Jagadeesh . R - Abu Dhabi ( UAE )

      Delete
  27. UnknownOctober 21, 2012 at 1:04 PM

    SP Tulsian --- an inflated sock adviser in the sense he speaks more than he know. He blindly takes down VP sir's blog and starts blabbering on TV channels :) ...

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 5:57 PM

      Dear Deepak

      I don't thinks so . He knows , but for one year or so he pledged his brain to some channels .That's why now he is coming out with muti baggers every day !!!.He may have some contractual obligations .If we get money from somewhere ,we can't express our opinion freely that's happening in his case -this is my observation.

      Delete
    2. UnknownOctober 21, 2012 at 9:35 PM

      Yes. Sir. That could be possible.

      Delete
    3. Kinshuk ChandraOctober 23, 2012 at 5:29 AM

      Yes agreed.

      Delete
  28. AnonymousOctober 21, 2012 at 4:00 PM

    Sir
    I keep asking about kanoria chemicals but have not heard any responses from you on that.
    Please advice
    Mayank

    ReplyDelete
  29. sanjay goelOctober 21, 2012 at 6:51 PM

    Hi sir, i am following sp tulsian for one year. one thing i learned from him is conviction in stock. I have started visiting ur blog. congratulation for ur excellent work.
    Sanjay Goel

    ReplyDelete
  30. sriniOctober 21, 2012 at 7:40 PM

    sir
    thanks for your great research in mid cap stocks and i would like to have your views on 20microns ,shirpur goldmines, gmr infra and whirlpool.please advise me shall i buy Granules & sequent at this level or wait for some more correction for long term(2years)

    ReplyDelete
    Replies
    1. VALUEPICKOctober 21, 2012 at 8:36 PM

      Not tracking anything other than Shirpur ,no change in previous opinion on that company.

      Delete
  31. sanjay goelOctober 21, 2012 at 8:41 PM

    hi sir
    recently Bajaj finances service is in news. What do u think about this stock?
    Sanjay goel

    ReplyDelete
  32. UnknownOctober 22, 2012 at 12:24 AM

    dear sir

    after watched a lot of good comments and urs benificial ideas which m observing from last many dayzzz I have joined ur blog.........even till today also I don know about what is blog? how to join and how to send msg?
    your work is really appreciable and fantastic.......
    sir, I wan to know about kwality dairy and
    now can I enter in Dhanuka and Sequent........? I can hold upto 2 to 3 years......

    with regards

    Abhimanyu

    ReplyDelete
    Replies
    1. VALUEPICKOctober 22, 2012 at 5:44 AM

      Dear Abhimanyu

      Never invest only on the basis of My opinion.I am trying to preset my ideas on some unknown stocks.Take a final decision only after own due diligence and based on once's risk taking capacity. I am not sure about the quality of the promoters of Kwality Dairy.

      Delete
    2. UnknownOctober 23, 2012 at 8:53 AM

      but ur ideas are good enough and most of all ur previous suggestions are moving in profit......
      thanks for reply....n...decided to not go with kwality dairy...

      Delete
  33. AnonymousOctober 22, 2012 at 4:59 AM

    Hello sir,

    Taking your analysis as an inspiration, I too started my own analysis and achieved a partial success in Balaji Amines.( I mean from 45 to 60 rupees nearly).
    Can you please advise me how you are finding the information such as up-gradation of Indian Gelatin by European countries(From your earlier posts) etc..
    Also in this post you have mentioned that situation is in favor of Chlor-Alkali producers. Request you to let me know how you get such information.
    This information will be a huge benefit to me......so that I can see Jhunjunwala in myself. :)

    Thanks,
    Krishna.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 22, 2012 at 5:46 AM

      Dear Krisha

      Try to read something beyond stock market pages of Business news papers and journals , you will get the answers very easily.:)

      Delete
  34. AnonymousOctober 22, 2012 at 10:49 AM

    we are greatful to you value pick.god bless you

    ReplyDelete
  35. sourabhOctober 22, 2012 at 2:18 PM

    This comment has been removed by the author.

    ReplyDelete
  36. raviOctober 22, 2012 at 5:37 PM

    Dear Sir

    Would appreciate your views on EPC industries results.

    Thanks
    Ravi

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 5:41 AM

      All companies in this sector are changing their strategies mainly due to the difficulties involved in subsidy collection from government .Some subdued performance expected in this transformation phase .If you have a long term view - Hold it .

      Delete
  37. AnonymousOctober 22, 2012 at 5:46 PM

    PLEASE SIR,SHARE YOUR VIEW ON KILITCH DRUG AT CURRENT PRICE 40 RS.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 5:44 AM

      Anything special in it, other than a one time special dividend ?

      Delete
  38. RajeshOctober 22, 2012 at 7:00 PM

    Hi Value Pick Admin,
    whats ur call on ONMOBILE GLOBAL from 1-2 year horizon ? I have bought it on 43.75/share.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 5:42 AM

      Not much risk at CMP ,let us hope the new management will improve performance.

      Delete
  39. UnknownOctober 22, 2012 at 11:50 PM

    Sir,I bought your earlier recommendation ROSSELL INDIA.
    I am very happy to see that today it made upper circuit and rose 20 percent in a single day:)
    Rossell India's results are scheduled for 31st Oct or 1st November. Do you suggest to hold this stock. I have a feeling that the results are going to be great and may be, Rossell India become the next Jubilant Foodworks as many people are saying. They have also started their food outlets with name of Kebab Express. Kindly share your present thoughts on Rossell India Sir.
    Thanks a lot.

    ReplyDelete
  40. KetanOctober 23, 2012 at 5:18 AM

    Sir,
    your views on Granules India at current price and if One can SIP into it?
    This is purely for people like me who MISSED THE BOAT... Now I want to get Helicopter to get into that BOAT.. :)

    Pls tell sir..

    ReplyDelete
  41. aravindpcOctober 23, 2012 at 7:02 AM

    Sir,
    Any specific news in IFB Industries? Thanks in advance for your valuable time?

    ReplyDelete
  42. ManmohanOctober 23, 2012 at 8:42 AM

    VP Ji,
    Please give a view on KCP Sugar.

    Thanks.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 9:56 PM

      Positive on Sugar sector in general for medium to long term

      Delete
  43. AnonymousOctober 23, 2012 at 11:44 AM

    Dear VP Sir,

    What's your view on your older recommendation TCPL packaging?

    Thanks in anticipation for the same.

    ReplyDelete
  44. mayurOctober 23, 2012 at 12:00 PM

    Hi sir, is time arrived to book some profit in India Gelatine?

    ReplyDelete
  45. AnonymousOctober 23, 2012 at 12:15 PM

    dear VP,
    A report in today's Business Line, EXTREME CAUTION regarding the recommendation by a Supreme Court appointed Technical Expert Committee to ban all field trials of Genetically Modified Food Crops for a ten year period.
    sir this report seems to have a very serious implications on the Agri sector. Do we need to exit stocks like Kaveri, Sabero etc.. ?

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 9:59 PM

      No change for the current status of the sales of seed cos ,am I right ?

      Sabero is not a seed company

      Delete
    2. UnknownOctober 24, 2012 at 12:24 AM

      How about EPC industries which is planning to enter seed business or Basant Agro ?

      Delete
  46. sourabhOctober 23, 2012 at 1:17 PM

    Sir what is the reason for keeping sequent and simran in t2t segment?How does it affect the stock prices

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 10:00 PM

      Benchmark for 'T'group is available in BSE site

      Sequent is not in 'T' Group

      Delete
  47. sathishOctober 23, 2012 at 1:52 PM

    Dear sir,

    kindly give your view on your past posting: anjani portland cement & brittania industries, whether to enter at cmp?

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 6:49 AM

      The major attraction of Anjani was its own power generation capacity through its subsidiary Vennar Ceramics.But recently company sold it .So at present I am neutral on it .Hold Britannia

      Delete
  48. AnonymousOctober 23, 2012 at 3:34 PM

    sir
    why is that all new stocks are suggested on saturday.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 23, 2012 at 10:03 PM

      I think , posting on Saturday will give enough time to readers for detailed study on mentioned stock before taking a decision .

      Delete
  49. AnonymousOctober 23, 2012 at 3:38 PM

    Hello Vp,

    How are you?

    I am interested in ING as a bank and like the financial structure built around it. Though there can be some governance issue, I feel it can be a possible financial institution which will take advantage of the macro economic structure. I understand you follow ING as well sir. Can you tell me some good entry point for this stock?

    Manoj Kurian

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 6:50 AM

      Dear Manoj

      380 is safe for me , but not sure for that.

      Delete
  50. leira norahsOctober 23, 2012 at 3:41 PM

    what are your views on ITC and International hotels(itc group).

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 6:54 AM

      Hold ITC

      I have no idea about the other company you mentioned as far as my understanding the erstwhile ITC hotels already merged with ITC.Another listed company in the same group is International Travel House(ITHL) which already covered in this blog few years back.You can use the search option at the top for that.

      Delete
  51. M PhaniOctober 23, 2012 at 6:07 PM

    Dear VP sir

    Long time i was following your blog and got impressed about research work on analysing the company potential.
    I would like to know about the Vulcan Engineers status, it is still hanging at 26CMP against its peak 51 after your recomendation.

    Would you please advise on this ? Is it better to buy at this price26 to make average which brought at 49?

    Please suggest and look forward for your response,


    regards,

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 6:56 AM

      Dear Phani

      As I mentioned earlier ,due to lower capex cycle prevailing in our country this will surely take some long time to perform.

      Delete
    2. M PhaniOctober 24, 2012 at 11:14 AM

      Dear Sir,

      Many thanks for your clarification.

      regards,

      Delete
  52. RaunakGOctober 23, 2012 at 7:47 PM

    Sir,
    Whats your view on NRB Bearing ? It has gone Ex-Demerger today.

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 8:58 AM

      Some more time may take for a re-rating in this sector.

      Delete
  53. Azar aliOctober 23, 2012 at 8:34 PM

    Sir.
    Do you have any idea about sulabh engineering.i read an article and for my shock the share have moved from 11 to 400rs in one year .and no body knows y?

    ReplyDelete
    Replies
    1. VALUEPICKOctober 24, 2012 at 8:57 AM

      Manipulators can do anything in stocks with low liquidity.If we stick with quality we will get the fruits, if we run behind stocks moving sharply without fundamental reasons ,we will cry later.

      Delete
  54. AnonymousOctober 23, 2012 at 9:13 PM

    Dear VP,

    Are you Tracking HCL Infosystem.Will It breach the 50 mark.I am concerned as it Didn't recommend any divident.I invested 1000 shares at 44.00.Can you please advice on it?

    Thanks
    Shiva R

    ReplyDelete
  55. AnonymousOctober 23, 2012 at 10:48 PM

    Hello Valuepick,

    Can i know your view on Gateway distriparks.Thanks in adavnce.

    Regards,
    Jacob

    ReplyDelete
  56. RIDE THE TIDEOctober 23, 2012 at 11:18 PM

    hi. sir.
    thank u a lot for giving so many valuable informations.

    ReplyDelete
  57. AnonymousOctober 23, 2012 at 11:22 PM

    Hello Sir,

    Fairfield Atlas is around 150. Is it still good to buy?
    There is some news about company having to either delist or promoter's have to sell stake to bring the public participation to 25% by June 2013. How will either of this affect the stock price.

    Thanks,
    Sunil

    ReplyDelete
  58. AnonymousOctober 24, 2012 at 9:54 AM

    Dear Mr. Value Pick,

    Congrats on a good useful blog.

    Why is it that most of the value picks are either midcap or smallcap stocks, i.e. small companies. How come there are very few value picks from large caps or sensex / nifty stocks.

    Please suggest some value picks from sensex/nifty stocks i.e. large caps.

    Kindly reply as soon as possible.

    ReplyDelete
  59. AnonymousNovember 1, 2012 at 2:39 PM

    Dear Sir, ABCIL has given bad results, still do you recommend to buy @ cmp of Rs.90/- for 4-6 months perspective.

    ReplyDelete
  60. IRSNovember 2, 2012 at 4:34 PM

    Aditya Birla Chemicals Q2 net profit rises 547.10% to Rs.3.81 crore

    ReplyDelete
  61. SHAHULNovember 3, 2012 at 11:02 AM

    I AM NEW to your blog and watching.
    What is the prospects of Titan Industries reaching RS 300

    ReplyDelete
  62. Dr.Raju BhatNovember 11, 2012 at 12:13 AM

    Sir,
    I am very new to your blog. But read many of your picks. i also purchased ABCIL stock. thanks for your analysis. kindly give ur opinion regarding this stock at frequent intervals of time and alert us.

    ReplyDelete
  63. AnonymousNovember 26, 2012 at 7:41 PM

    Dolly Khanna the lady with a midas touch is a shareholder of Aditya Birla Chemicals.

    ReplyDelete
  64. RIDE THE TIDEDecember 12, 2012 at 8:21 PM

    aditya birla BOOM BOOM TODAY...... 18% UP ON CHARTS.... HOLDING SINCE 94... WILL CONTINUE TO HOLD TILL 160.. PATIENCE REALLY PAYS OFF....... THANK YOU VALUE PICK SIR.........

    ReplyDelete