tag:blogger.com,1999:blog-4508227071348714274.post1577005437660789230..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: OFF SEASON DISCOUNT SALE OF SUGAR SECTOR STOCKS - GRAB IT FOR LONG TERMVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-4508227071348714274.post-29301685573928247542012-01-12T14:16:15.355+05:302012-01-12T14:16:15.355+05:30Thanks !! Already made a profit of 13% in Renuka S...Thanks !! Already made a profit of 13% in Renuka Sugar since your last post<br />- Ashwini <br />http://goldensilt.blogspot.comAshwini Damanihttps://www.blogger.com/profile/06779192196103485759noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-15769997492345688762012-01-11T09:56:29.254+05:302012-01-11T09:56:29.254+05:30Bhel B @ 236
HDFC bank B @ 425
Should i book profi...Bhel B @ 236<br />HDFC bank B @ 425<br />Should i book profits now?Rajnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-54021973413171759772012-01-11T05:44:29.237+05:302012-01-11T05:44:29.237+05:30Dear Pandit
EID is also a very good companyDear Pandit<br /><br />EID is also a very good companyVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-28019072132850188722012-01-11T05:43:54.779+05:302012-01-11T05:43:54.779+05:30Dear Sameer
Current forex loss is a problem to R...Dear Sameer <br /><br />Current forex loss is a problem to Renuka, but company is trying to reduce debt even through selling a part of its overseas asset.i think the situation will also improve with a better cash flow when sugar cycle turns. Moreover only because of these problems Renuka is available at this rate.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-23234673576406470482012-01-09T13:51:52.142+05:302012-01-09T13:51:52.142+05:30Dear Valuepick / Vikas,
Thank you for fresh insig...Dear Valuepick / Vikas,<br /><br />Thank you for fresh insights into SELAN EXPLORATION....<br /><br />Am holding this stock 200 nos average price 300 Rs.I hope this will be amultibagger in coming years....<br /><br />Thank you.<br /><br />Shanid.V Hshanidhttps://www.blogger.com/profile/01960339238777125230noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-30192067096181811942012-01-09T11:17:27.973+05:302012-01-09T11:17:27.973+05:30Hi,
What is your opinion on EID Parry which is ano...Hi,<br />What is your opinion on EID Parry which is another stock from Sugar sector, however you have not mentioned it. It is also from big group and also in refining raw sugar from Brazil.<br /><br />Regards<br />PanditAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-23353009428005978202012-01-09T10:17:31.835+05:302012-01-09T10:17:31.835+05:30Hi Valupick,
Fully agree with u.
Can u share detai...Hi Valupick,<br />Fully agree with u.<br />Can u share detailed info (though separate Post)on<br />1)how current forex losses affect business<br />2)How global sugar/commodity events affect Shree Renuka Sugars(Knowing it has large business in Sugar country Brazil)<br />3)Ofcourse, How Indian sugar/commodity events affect Shree Renuka Sugars(Knowing it is best managed shareholder friendly Sugar company in India)<br /><br />I would (am sure lot of ur followers) like to know your detailed with on this gem. So Please provide it.<br /><br />Regards<br />Sameersameerhttps://www.blogger.com/profile/05869170720607504112noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-70095561621557115832012-01-09T06:00:37.269+05:302012-01-09T06:00:37.269+05:30Hi Vikas
I too feels the current selling can drag...Hi Vikas<br /><br />I too feels the current selling can drag the price only for a while and will recover it soon when the sentiment improves. Since the depth of market is very limited now , small selling quantity can drag the priceVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-7661166756876180222012-01-09T05:57:53.590+05:302012-01-09T05:57:53.590+05:30Dear Sameer
I agree with you regarding the proble...Dear Sameer<br /><br />I agree with you regarding the problems of Renuka sugar . But I feels it is only because of this extra problems other than lower sugar price Renuka is available at this rate . Don't ignore the price correction while considering the negatives.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-53329927205361085952012-01-08T19:33:27.037+05:302012-01-08T19:33:27.037+05:30Hi Valuepick,
Thanks for the response.
I do agre...Hi Valuepick,<br /><br />Thanks for the response.<br /><br />I do agree on that part that promoters have true knowledge of the company better than anybody else....but looking at the selling only one promoter is busy selling that too in small qty.I am assuming that if it is due to personal issue, as other promoters are not active seller.<br /><br />Some days back as per Sharekhan's report on SELAN OIL, it seems too bullish on this company on its monotisation ( untapped oil reserves) of oil assets.<br /><br />As i know you are well informed investor,what is your thought looking at the selling pattern by this promoter (Asha Mahajan).<br /><br />Regards,<br />Vikas KarunakaranVikashttps://www.blogger.com/profile/10234514737654204451noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-34025342208712882632012-01-08T16:23:20.805+05:302012-01-08T16:23:20.805+05:30Hi Valuepick,
I think u should have separate post ...Hi Valuepick,<br />I think u should have separate post on Shree Renuka sugar. <br /><br />Knowing that it has large business(compared to India) in Brazil, is it India cyclic???? Also there is problem of forex loss with Shree Renuka sugars not specific to sugar Cycle. Won't Balrampur is better India Sugar cyclic stock??<br /><br />Can u please share ur detailed views on Shree Renuka Sugars?I am closely tracking it as it has one of the dynamic management and hence confident that they should be able handle problems.<br /><br />Regards<br />Sameersameerhttps://www.blogger.com/profile/05869170720607504112noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-14708078358562609892012-01-07T21:08:07.473+05:302012-01-07T21:08:07.473+05:30Dear Vikas
One of the promoters of Selan is conti...Dear Vikas<br /><br />One of the promoters of Selan is continuously selling shares in open market .Reason is not known- whether it is because of some personnel or company specific.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-64945405055063460172012-01-07T20:00:38.201+05:302012-01-07T20:00:38.201+05:30HI Valuepick,
My query is regarding Selan Oil.......HI Valuepick,<br /><br />My query is regarding Selan Oil......with crude almost staying high and expected to touch new highs once the tensions between west and Iran escalates.Why is this stock making lows? with such favorable macro condition.Request you to put some thoughts on this?<br /><br />Regards,<br />Vikas KarunakaranVikashttps://www.blogger.com/profile/10234514737654204451noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-52461075539091339082012-01-07T19:57:08.742+05:302012-01-07T19:57:08.742+05:30Hi Valuepick,
Excellent Sir.......U r a true valu...Hi Valuepick,<br /><br />Excellent Sir.......U r a true value investor always looking for undervalued sectors/stocks.Thanks for highlighting...the only way of making big money is buying cheap and ignored.<br /><br />Regards,<br />Vikas KarunakaranVikashttps://www.blogger.com/profile/10234514737654204451noreply@blogger.com