Hello friends,
Most of my recommended scripts have come out with strong FY11 results. Lets have a comparative YoY earnings comparision of these scripts:-
The Phosphates stocks especially Liberty Phosphates seems handsomely placed to steer ahead since it is focusing on expanding at multiple locations nationwide hence, lowering backward input costs continuously. Manjushree Technopack looks to be next Gen packaging firm to be in line with biggies like Uflex, Polyplex & Jindal Poly Films - watch this counter grow. Please continue holdings in Sathvahana too as it has come out excellent FY earnings & future looks bright.
Coming on to the flops, Simran farms has never come up with any corporate website of its own and is now questionable about its visibility on business plans & future expansions. Poddar has a tough fight with lot of other listed pigment players in market & is not able to match up. Orient Ceramics too seems to be fighting with other organized competitors and seems to be badly lagging behind. I will suggest to square these scripts (please do not average these ones) whenever you find an opportunity.
Like I hinted in my previous posts, small caps are a bit different and I would focus more on emerging mid & blue chips. Keep reading ...
Happy investing :)
Most of my recommended scripts have come out with strong FY11 results. Lets have a comparative YoY earnings comparision of these scripts:-
| Scrip | Full year FY 11 EPS | Audited FY10 EPS | Proposed Dividend (if any) | Comment |
| Rama Phosphates | 22.35 | 20.29 | Nil | Strong hold – will rally |
| Liberty Phosphates | 22.64 | 3.84 | Nil | Strong hold – will rally |
| Sree Rayalaseema Hi-Strength Hypo Limited | 19.49 | 3.35 | Dividend of Rs. 1.5/- (15%) | Buy – rerating on cards |
| Sathavahana Ispat | 16.91 | 7.73 | Dividend of Rs. 1.8/- (18%) | Strong hold – will rally |
| Manjushree Technopack | 10.92 | 7.8 | Dividend of Rs. 1/- (10%) | Strong Hold - will gain pace |
| Dujodwala Products | 11.1 | 8.36 | Nil | Strong hold – will rally |
| TT limited | 7.35 | 4.87 | Dividend of Rs. 1/- (10%) | Hold – will consolidate & rise |
| Simran farms | 10.52 | 9 | Dividend of Rs. 1/- (10%) | Square and offload |
| Orient Ceramics | 9.27 | 10.88 | Dividend of Rs. 2/- (20%) | Square and offload |
| Poddar Pigments | 9 | 12.1 | Dividend of Rs. 0.75/- (7.5%) | Square and offload |
The Phosphates stocks especially Liberty Phosphates seems handsomely placed to steer ahead since it is focusing on expanding at multiple locations nationwide hence, lowering backward input costs continuously. Manjushree Technopack looks to be next Gen packaging firm to be in line with biggies like Uflex, Polyplex & Jindal Poly Films - watch this counter grow. Please continue holdings in Sathvahana too as it has come out excellent FY earnings & future looks bright.
Coming on to the flops, Simran farms has never come up with any corporate website of its own and is now questionable about its visibility on business plans & future expansions. Poddar has a tough fight with lot of other listed pigment players in market & is not able to match up. Orient Ceramics too seems to be fighting with other organized competitors and seems to be badly lagging behind. I will suggest to square these scripts (please do not average these ones) whenever you find an opportunity.
Like I hinted in my previous posts, small caps are a bit different and I would focus more on emerging mid & blue chips. Keep reading ...
Happy investing :)
Hi Vivek,
ReplyDeleteWould be great if you can share your views on Piccadilly Agro industries
Hello Kumra,
ReplyDeletePiccadily started boosting profits after it entered liquor business in 2007 beside being the established sugar player. Sugar is a Govt regulated industry and I never recommend to enter sugar stocks at least. Regarding, liquor entry, it is still early days & better wud be to pick up any of pure liquor companies which are available cheap currently. U can think of buying TilakNagar Industries"" or Globus spirits"" on dips
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