TRY TO IDENTIFY ONE STOCK WITH FOLLOWING CHARACTERISTICS
1 ) Company listed only in BSE
2) Promoters are holding less than 55 % stake in this
company.
3) Another listed company is the single largest share
holder in this company.
4) Company reported continuous growth in its top line
for the past five years.
5) More than 20 % of company’s income coming from
exports .
6) In the last ten years , company never skipped
dividend
7) Company trading at less than 2 times of its book
value .
8) Company’s current market cap( Full) is less than one time of its last year top
line.
9) Company’s debt equity ratio is less than 0.5
10) For one of its products , company is the largest
producer in Asia and market leader in India.
11) For one of its major products , company is the only
approved supplier to a well known government organisation ( This government
organisation reported more than Rs.2000 Cr profit in last year)
12) For another main product, Company entered into a
technical collaboration with a foreign company .This foreign company is buying back 50 % of this company’s production ( of
this particular product)
13) It is neither a loss making nor an already recommended company .
------------------------------------------------------------------------
Notes :
Try to find out the company from the above clues and send the answer to my mail id (valuepick100@gmail.com) with subject line ' GTS-8 ' ,within next Thursday . Name of persons sending correct answer on day -1 will be posted on Friday and correct answer with detailed report will be published on Saturday. Please don't ask for more clues or expect any confirmation mails ( Only because of practical difficulty to reply for thousands of mails) .
Please send the answers only to my mail id and do not post in blog itself as messages.
Please DO NOT post your comments about answer in my facebook page .
Few comments posted in last 2-3 days unfortunately deleted by mistake .Sorry for that.
ReplyDeleteSir
ReplyDeleteAnother listed co which holds .... Is it listed in india?
Sir,
ReplyDeleteThis is standalone or consolidated?
Standalone
Deletevp sir........happy to see GTS-8 Question sir..
ReplyDeleteI am very happy to search GTS Questions sir.....
hope this time i'll search gts-8 stock name sir...
Sir This time you give too much clues, make us too lazy, I found it
ReplyDeletehello and very very good evening sir, Sir may you please explain what SEBI DID on MIC ELEC counter? what exactly is there why its is on T2T Group?
ReplyDeleteSEBI did nothing on MIC
DeleteSir, please give us if there is any news on Polyplex.. really don't understand why is it drastically falling??
ReplyDeleteNot aware of any negative
DeleteSir, bilcare promoter's shares are sold as a result of pledge invocation. How do you see?
ReplyDeleteIf I am correct , even though they filed it now , this transaction happened one month back
DeleteHello Friends,
ReplyDeleteI am very new to this domain started learning abc of the stock market. i found this blog and felt very interesting as people are honest in sharing knowledge and making other educative to make them self sufficient. i honestly appreciate the VP sir and members of this blog
i am also enthusiastic to learn and share the my learning.
Great to see GTS series. Though i am very new to this, i want to contribute and find some scripts which exhibits the above characteristics. as every starter faces stating hiccups, even i am not exceptional to this.so i have some fundamental questions on how to find the scripts with in the given time frame. as there are n number of companies and if we start in alphabetical order from A to Z it looks difficult for me to complete this exercise with in 2 to 3 days.
Friends, i know people do lot of home work and spend time and effort to understand the fundamentals of the scripts, but is there any optimal way to find the above mentioned characteristics
as of now i only know the moneycontrol.com site to refer the information
and i am not sure if we get the answers for all the above mentioned points in the moneycontrol. So friends can any one points to the where to start and where to refer for what.
Go to Screener.com there you will find out more information to analyze the stocks.
DeleteThank you sir. i will try my best to find out the stock.. can you please recommend me the website in which i can see the EPS, ROCE, Book value and other important parameters
ReplyDeleteAll these data available even in Moneycontrol but I am not sure whether everything is right or not. Figures indicated as clues taken directly from the latest Annual Report of the company.
DeleteThanks for u r great job sir sbbj share how u like can it go 1500
ReplyDeleteNot tracking it
Delete11) For one of its major products , company is the only approved supplier to a well known government organisation ( This government organisation reported more than Rs.2000 Cr profit in last year)
ReplyDeleteis this 2000cr profit company Indian or foreign company?
2) Promoters are holding less than 55 % stake in this company.
I hope promoter means only individuals and not body corporates?? I suppose if it includes body corporates then it is more than 55%.
8) Company’s current market cap( Full) is less than one time of its last year top line.
i am not clear with point 8... top line means only total revenue of 2013-14 as in AGM report?? for stock I got, its market cap is between 61 and 63 crs.
Promoter holding means whatever shown under promoter category in the website of exchange where it is listed.
DeleteWhen r u posting the result saturday 20th or saturday 27th
ReplyDelete20th
DeleteWanted to say ABM Knowledgeware Ltd , but the promoters are holding 64% and steady yearly dividends only from last 8 years.
ReplyDeleteCMP of ABM is Rs.140 which recommended @ Rs.45
DeleteSir,
ReplyDeleteI have a suggestion for Guess this stock series. The exercise can be posted on Friday at 3.30 p.m. and your blog followers can be given time till 8 p.m. on Sunday to find the answer. The answer can be posted at 8 p.m. on Sunday so that every body has an even chance to enter the stock on Monday when the market opens. Giving a week for people to find an answer gives unfair advantage to all professional stock traders and brokers to go through the databases and find the answer. Already there are people on MMB who claim to have found the answer and the resultant stock has gone on upper circuit irrespective of the fact that it is wrong or correct..
Sure , will consider this suggestion
DeleteAgrees with the above view
DeleteGood Evening VP ji it is a excellent request please apply this VP ji for your further calls.
DeleteRegards
AR
agree with the above advice completely. this will remove unnecessary manupulations
Deleteno VP sir..... its not a good suggestion...coz if done so..the stock will be in upper circuit from Monday morning itself and no one can enter it at a reasonable price...by giving the clue a week before atleast you giving a fair chance who are up for the hard work of finding the VALUE stock...
DeleteTo give a better entry please continue to do what you are doing, after announcement on this blog lot of readers will jump together and that will result in UC and no one gets it then.
DeleteSir, I don't think that is a good suggestion. I feel people who do the hard work should be rewarded. I think early entry in the stock is the reward for all the people who put in the hard work.
DeleteThere should be motivation for the people who would like to put in their time and efforts. Simultaneously, there shouldn't be too much time gap for unnecessary speculation. Best way of balancing for GTS questions is to post the GTS question on Thursday and announcing the result by Saturday so that those who can work hard will get only one day to crack and get rewarded.
DeleteI agree with the above. Actually every recommendation could be announced as GTS on Thursdays and correct answer may be announced on Saturdays as usual. This will enthuse all the followers to take it as a challenge as there would be small reward in the form of cracking the puzzle and picking up the stock one day early. I am sure once it becomes a regular feature, many will be motivated.
DeleteDear vpji,
ReplyDeleteprice of polyplex is coming down with fall in crude oil prices which is quite contradictory and confusing. However I feel that they may report loss in third quarter due to high cost of inventory and falling price of product. In case of polyplex this loss may be considerable as polyplex operate on large scale worldwide.
I tried to figure out same by searching for price correlation between their products and crude price but I could not make any conclusion. I need your help in analysing this aspect if you consider this can be reason for fall in share price.
further can we average out at this price or wait till price stabilizes.I hope u will find this question worth answering.
If there is panic in any market we cant insist for rationale .
DeletePatience is the only method to tide over such situation.In case of Polyplex effect may be neutral considering two factors viz Lower crude price ( Positive) and possible softness in demand due to European economy related issues
Sir, why the excel industries is down so much today?
ReplyDeleteThis is not unusual in case of low volume stocks in a market like this.
DeleteDear sir, Excel industries promoters have converted warrants into shares at very low price compared to CMP. any red flag for us small investors ? or this is just a routine practice ?
DeleteConversion rate of warrants not depends on the market price at the time of conversion . It decided based on the price at the time of issue of warrants itself and according to SEBI permitted formula.
DeleteSir, Thanks for giving GTS series. Its really good exercise and helps us to search stock. Please continue this series so that we can become good analyst.
ReplyDeleteGood exercise , but only for those who are ready to work hard and like to learn something , and not for those always seeking short cuts for everything.
DeleteHello VP sir,
ReplyDeleteGreetings for the day.
I believe suggestion of posting GTS series on Friday evening and declaring result on Sunday is reasonable. All your followers those do not have advance knowledge of Stock market or Internet, can't guess the stock easily and the one who understand this market very well, get good enough time to research or consult with their respective contacts.
Hence they get good chance to buy this stock, before results are out and then followers like us have to wait for either a long time to get this stock due to repeatative UCs or to buy at higher price.
I know that it may sound you illogical but it's just a request if you can consider this.
Thanks.
Can I avrg mold teck technology? ?
ReplyDeleteNot tracking Mold Tek Technology
DeleteWhether you declare the answer after one week or within two days...we small investors are not able to buy at the recommended price. Most of us are always buying after the price appreciation of at least 30%. We know you can't control the continuous UC... Whatever it is...we are very much thankful to your detailed analysis and recommendations sir.
ReplyDeleteRegards
Senthil
dear vp sir
ReplyDeletecan i enter in MIC electronics currently it is traded in lower circuit
thank u .......
Dear Sandeep .
DeleteWhether you can or should enter in any stock is a decision only you can take. Whatever I know about stocks are sharing with you through my postings. Try to do own home work and consider my suggestions or opinion as an additional input in your learning process . Then reach at a conclusion based on your risk taking capacity.
Sir, now that the market are down so much. which one of your recommendations can be preferred for long term? SKM, HINDTIN etc
ReplyDeleteNot aware of any specific negatives for these cos.
DeleteSir, please let me have your view on A2Z MAINTENACE.
ReplyDeleteRespected sir, plz give your opinion on Bhageria Dye Chem ltd.
ReplyDeleteNot tracking above two cos
DeleteDear Sir,
ReplyDeleteThanks for the GTS series. It gives a lot of insight when searching for stocks.
Please share your views on Arvind remedies.
Not tracking Arvind Remedies.
Deletesir, whats your view about pondy oxide with currunt results
ReplyDeleteNot tracking it
DeleteSir, please suggest which is better for investment among Vidhi Dyestuff, Prima plastic and cybertech system under present global and Indian economic conditions. Thanks in advance.
ReplyDeleteDuring this current correction , lot of opportunities are emerging. I don't think any of the mentioned names are compelling opportunities at this point of time.
DeleteSir what is your view on Dr Datson. Can it be brought at this level for two or three years
ReplyDeleteNot positive
DeleteWhat would be the impact of MD of HCL Infosys resigning and CFO of Maharashtra Seamless Resiging ..
ReplyDeleteThe stocks are already down 30-40% from their recent peaks ..
Lots of instutions hold both the stocks ..
Do you also believe one should invest in stocks which have less institution holdings ??
Does that make an opportunity to buy when there is pain in the stock ..
Please Reply to my query sir :)
Regards
Not tracking HCL Info
DeleteSir,
ReplyDeleteI admire you. The hype this puzzle has created is artificially inflating the price of a few stocks for example Balasore Alloys. When people come to know that their choice is not the answer, they'd exit that stock, thus artificially manipulating the price of that stock. Is there something you can do about this? Again, I appreciate your blogs keep it going.
If anyone can do anything in this matter is the investor itself . If someone buying a stock without verifying the given clues , it is beyond my control . I believe only one listed company satisfying all these conditions.Majority of investors are seeking short cuts to identify the stock and taking it only as a way to earn some quick bucks which is not the purpose of this exercise.
ReplyDeleteDEAR SIR
ReplyDeleteWHAT IS YOUR VIEWS ON SANGHI INDUSTRIS PLEASE REPLY
Sanghi Ind is reasonably good one from Cement sector ,but one need to show patience till revival in sector for any meaningful gain .
Deletethanks
Deletesir your views on plastiblends,d link and elecon,panasonica energy india?
ReplyDeleteOpinion on Panasonic Energy already shared .Not tracking others
DeleteGuess the Stock 8 already moved up more than rs 120 in matter of few days. By monday it wud have doubled. For those who couldnt buy will not even get a chance for next few days after the name is posted. From next time its better to use weekends for this exercise as there wont be any case of stock doubling even before answer is revealed.
ReplyDeleteWhy you are thinking like that ?. Stock should move only on the basis of its worth and not due to my suggestion . If you feel one stock moved beyond its fundamentals, why you need to buy it . Leave it and buy another .There is no meaning in running behind everything .
DeleteSir, Do you track SPEL semiconductor
ReplyDeleteThanks
Not tracking it
DeleteSir
ReplyDeleteI identified one stock but it gained sharply in recent days. Can I buy it now ?
Thanks
Saheer Khan
Only you can answer for this question. It depends on your risk profile and your understanding about the worth of that particular stock . If you feel stock price is not justifying its fundamentals, wait for correction at your comfortable level and enter only at that price.This blog is intended only for genuine investors and not for making money over night . Chances for wealth creation will emerge today or tomorrow . Keep patience and act only when opportunities are available. No need of any wrong decision only because of left out feeling.
ReplyDeleteGolden words and very apt protocol for a investor.
Deletegolden words. very apt protocol for a investor .
DeleteONCE AGAIN SUGGESTING MY READERS TO BUY ANY STOCK IF AND ONLY IF YOU FEEL THERE IS SOME WORTH IN IT .AVOID LEVERAGED PURCHASES AND NEVER TRY TO MAKE QUICK BUCKS . BE AN INVESTOR AND NOT A SPECULATOR OR A POSITION TRADER .
ReplyDeleteDear sir,
ReplyDeleteThis is a classic problem of greed and fear. THE GTS-8 stock has already spurted, those who were able to identify and took a timely decision are rejoicing, those who could not are feeling left out (including me). But the fault lies somewhere in my own analysis. Infact, you presented a very nice puzzle and a good learning opportunity. People tend to remember the lessons learnt from loses (opportunity loss in this case).
BTW, I am of the opinion that this is not a wasted opportunity as yet, over a long term this seems like a good investment (it is all about setting the expectations right).
Thanks for your time and great opportunity you presented to small investors.
Yes, sir, thank you very much. Probably next time we will try to identify the stock quickly. Even after your announcement of answer, i will again rethink according to my risk appetite if its a good stock for a longer term only. I am a long term investor only.
DeleteSincerely.
Brijesh
(One of many small investors)
Sir
ReplyDeleteJust a query .. Today the GTS-8 stock was not let to hit upper circuit at 10% because on Monday circuit filter will be changed to 5% and manipulators will get a good chance to exit ..
And one more Query - What will happen if you don't disclose the stock tomorrow ?
Will the speculators fall on their face to exit ??
Please Reply to this query ??
I did not get a proper answer answer to my last query on HCL info and Maharashtra Seamless .. It was not about stock price ..
Both stocks not tracking and the same mentioned in last few days.
DeleteRahul chhajed
ReplyDeleteHow did u come to know about gts-8 and how did u come to about circuit filter?
I m retail small investor waiting for gts-8 answer to get revealed.
So that I can invest?
Vp sir please guide...
My comments are not getting published
Dear vishal,
Deleteyou can use the www.screener.in website to find the answers.circuit limit you have to check in bse website .
karthi