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/-
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SUZLON ENERGY- UPDATES
Company Successfully completed the repayment of the first tranche of its FCCB .We can expect some movement in stock price.
it should give min 200% return from cmp. retained earnings and net worth quoting less then mkt price backed with good order book.
ReplyDeletethanks
i don't know whether it will give 200% return but they are giving 190% dividend .
DeleteHi Mahesh
DeleteCould you please explain "retained earnings and net worth quoting less then mkt price"
Excellent pick VP.
ReplyDeleteCan 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?
sir, are there any news on faitfield atlas. pls comment. regards MMM
ReplyDeletepiz giv view on avt natural after split
ReplyDeleteDear Jain
DeleteI personally don't like unnecessary stock splits.
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 ?
ReplyDeleteDue to sluggish demand from user industries Timken may under perform in short term.
DeleteWhats your view on Jyothy Laboratories for long term ?
ReplyDeletePositive in long term
DeleteSir, Whats your pick on Electrosteel castings
ReplyDeleteNot tracking Electrosteel Casting
DeleteYour comments of Pitti Lamination. It is hammered . Has something gone wrong or it is just a healthy correction ?
ReplyDeleteCompany'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.
DeleteDo you track PNB Gilts ?
ReplyDeleteNO
DeleteSir, your views on Alembic, presently quoting at 15.50.
ReplyDeleteNot tracking
DeleteSir your comments on Vulcan Engineer....it is off 50 % . When we can see growth in this company.
ReplyDeleteWe need to wait at least the company's owned manufacturing facility starts operation which is under construction now.
DeleteDEAR ,
ReplyDeleteTHERE 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
Drought situation and Rupee depreciation may affect Tata Chemical in near term.
DeleteDear VPji,
ReplyDeleteWhats your take on Hanung TOys, will it yield good returns over a period of time or is it not worth looking into?
Regards,
Sachi
Dear Sachi
DeleteNot tracking it.
Dear VP,
ReplyDeleteWhats your take on Parekh Alum & EssDee Alum, has it bottomed out. Can we take fresh investments and which is better.
Regards
NR
Currently not tracking both these
Deletesir
ReplyDeletewhat you say IN ESCORTS LTD
S P TULSYAN SAY ESCORTS ARE MULTIBAGGER
I don't like this promoter ,running business only for them nothing to minority share holders.
Deletedear sir, whats your opininan about escots ltd fof long term
ReplyDeleteThe 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
Dear sir,
ReplyDeletewhat is your view on Repro india which gave fairly good results.
kmrao
Any updates on Pidilite after its results?
ReplyDelete