tag:blogger.com,1999:blog-8629364998048667702.post1528180300302253863..comments2024-03-29T12:52:44.932+05:30Comments on Equity, Economics And Energy: Sanwaria Consumer Ltd: Read the offer Document carefullyGurpreet singhhttp://www.blogger.com/profile/10779546706508152515noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-8629364998048667702.post-42949077877664547912018-05-27T17:29:56.739+05:302018-05-27T17:29:56.739+05:30Thank you for the reply.
Interesting part is this...Thank you for the reply. <br />Interesting part is this: I own both and still own. <br />Lets see what they give or take away my money. :)Satyahttps://www.blogger.com/profile/12968338289991194501noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-18591555233569459452018-05-01T08:04:10.587+05:302018-05-01T08:04:10.587+05:30Yes Dear, these are good stocks though i do not tr...Yes Dear, these are good stocks though i do not track these except Nocil which i picked at 32 levels and sold recently at 190 for using the money for investment in Oberoi Realty and Mahindra Lifespace.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-46389566245375217332018-04-22T15:11:05.673+05:302018-04-22T15:11:05.673+05:30Thank you sirThank you sirPious Jacobhttps://www.blogger.com/profile/16131013379092308895noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-11178504175185871822018-04-17T07:15:37.076+05:302018-04-17T07:15:37.076+05:30Hi Gurpreet
I have only 3 stocks in my portfolio. ...Hi Gurpreet<br />I have only 3 stocks in my portfolio. Those are very good to research.<br />1) Graphite India<br />2) WaterBase<br />3) Nocil<br />Any view..Anonymoushttps://www.blogger.com/profile/00150323958259195367noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-65321066390844322372018-04-17T07:14:12.678+05:302018-04-17T07:14:12.678+05:30Hi Gurpreet
I have only 3 stocks in my portfolio. ...Hi Gurpreet<br />I have only 3 stocks in my portfolio. Those are very good to research.<br />1) Graphite India<br />2) WaterBase<br />3) Nocil<br />Any view..Anonymoushttps://www.blogger.com/profile/00150323958259195367noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-14607218226676892422018-04-16T11:31:02.522+05:302018-04-16T11:31:02.522+05:30This is one sided biased negative view on sanwaria...This is one sided biased negative view on sanwaria...Just ignore his views. HNI's who are invested in sanwaria are having better credentials than this author. Sanwaria is a growth story and will be posting excellent results in the future also.Anonymoushttps://www.blogger.com/profile/12767592649917757136noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-86311556987578497172018-04-14T13:47:43.322+05:302018-04-14T13:47:43.322+05:30No comments Dear :)No comments Dear :)Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-492414345125811042018-04-12T11:03:17.738+05:302018-04-12T11:03:17.738+05:30Recent quarterly results are again good, do you st...Recent quarterly results are again good, do you still have the same opinion about Sanwaria?Unknownhttps://www.blogger.com/profile/10798183654071704153noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-66131428394895400952018-02-13T21:05:27.636+05:302018-02-13T21:05:27.636+05:30Good analysis on the companyGood analysis on the companyPurushothamahttps://www.blogger.com/profile/08203149861115614293noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-13262715603842070512018-02-05T23:32:08.455+05:302018-02-05T23:32:08.455+05:30Hi Dear, Stock markets are a place where learning ...Hi Dear, Stock markets are a place where learning never stops...it is endless. You can read some marquee books like Intelligent Investor, Security analysis etc.<br />But internet is a gold mine of knowledge, so you just pick the subject and read as much as you can. Understand the business model. Accounting these days is very complex and will need considerable amount of time to understand the nuisance.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-64610310249194931682018-02-05T23:24:16.380+05:302018-02-05T23:24:16.380+05:30Hi Dear, i have kept LEEL into my watch list for s...Hi Dear, i have kept LEEL into my watch list for study later on as right now busy in some other study. If you have any info then please share the reason for LEEL to sell their consumer business and their current growth plans.<br /><br />ThanksGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-29182464737516266352018-02-05T23:22:57.563+05:302018-02-05T23:22:57.563+05:30Hi Dear, Same story same cooked up performance. I ...Hi Dear, Same story same cooked up performance. I have cautioned all the email group members last year to avoid this one. Just sharing some parts of that email:<br /><br />---------- Forwarded message ----------<br />From: Gurpreet Singh <br />Date: 4 February 2017 at 00:03<br />Subject: Fwd: Himalya International<br />To: <br /><br />Hi Dear, Actually whenever i see this company...it looks like a fraud to me. In 2011 they were shouting with big turnover plans...Gujarat Almond plant etc. etc...then all of a sudden everything stopped....nothing came from the promoters. They doubled their assets base from 122 cr in 2012 to 245 cr in 2014 but credit to great promoters their turnover faltered to 100 cr from 190 cr. Still these people are showing 50 cr as capital work in progress for last 3-4 years. Almost 100 cr is blocked in Inventory and debtors for last 4-5 years...turnover is erratic...but this 100 cr figure is almost constant!!!<br /><br />And in bull market...all of a sudden they are Mushrooming again...Exports of Indian sweets!!!They are planning for exporting french fries !!! <br />In last real estate bull market, every company was saying that they had valuable real estate....factories were sold in real cases also...but in most cases it was just a cheap trick. Here promoters are trying the trick now...just to lure poor people. Huge land bank!!! 13 acres!! Highway developing. Why they bought this land? when they were in their difficult times? never used it, why? They couldn't plan their business but great land acquisition!!<br /><br />They say that they started Gujarat plant as exports from their Extreme North India plant caused high freight costs!!! So funny. They couldn't sustain in Indian market and they talk about Exports. Once i found their Yoghurt pack in the crowded space with Nestle, Amul, Verka, Milkfood in a store in Bathinda (punjab)...may be around 2011...but i never saw anything of their after that....where are their products?? Their products have high Indian demand...Maccain is selling huge qty of french fries. So they have become exporters of french fries!!<br /><br />Have you seen their quarterly results for Dec-16? Most innovative way of hiding the details. There are no separate items for raw material, power, labour costs etc...all these are shown under one item...Manufacturing expenses!! why?? why this innovation? and then they added decrease in stock in trade to the turnover figure!!! I mean what the hell is this?? Their depreciation for this qtr is 287.9...but this was same for previous two quarters also...so 863.7 for 9 month.<br />If you want to pick an emerging FMCG company...then go for Future consumer or go for Agro tech.<br /><br />Regards<br /><br />Gurpreet Singh.<br /><br />--------- Forwarded message ----------<br />From: surya<br />Date: 3 February 2017 at 23:08<br />Subject: Himalya International<br />To: Gurpreet Singh <br /><br />Gurpreet Ji,<br /><br />This small growing company has posted great numbers this quarter. They have some good fmcg products like mushroom, ready to eat etc. Demand for these foods are growing fast. They are demerging their company into some three units...they have some unused land of 13 acre to be used for real estate development. They will focus on exports of Indian sweets etc.<br /><br />I think it is a new story emerging....we should buy it.<br /><br />please share your view<br /><br />Surya<br /><br /> Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-10233865991510088272018-02-05T16:12:24.609+05:302018-02-05T16:12:24.609+05:30Please check Himalya International too this way. T...Please check Himalya International too this way. This company is also making news these days.Satyahttps://www.blogger.com/profile/12968338289991194501noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-71978980794370208792018-02-04T12:51:23.768+05:302018-02-04T12:51:23.768+05:30sir,
please have a look at LEEL ELECTRICALS . It h...sir,<br />please have a look at LEEL ELECTRICALS . It has recently sold its consumer durable bussiness to Havells around 1550 Crores. Its book value is above 400 and cmp is 270. It's peers which are recently listed DIXON AND AMBER WHO ARE CONTRACT manufactures of white good consumer durable products are trading at very very high PE multiples (above 60 PE). flipkart has recently entered to sell the AC products manufactured by LEEL under the brand MARQ. LINK GIVEN BELOW.. ITS A GREAT BUY at cmp .The company is debt free and cash rich. pls offer your view.<br /><br />https://economictimes.indiatimes.com/industry/cons-products/durables/flipkart-to-expand-marq-brand-to-launch-acs-and-smart-tvs/articleshow/62459339.cmspruthvihttps://www.blogger.com/profile/05283287688171905514noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-47463784681388248602018-01-31T19:10:40.553+05:302018-01-31T19:10:40.553+05:30Hi Pruthvi, never studied LEEL in detail. Once mad...Hi Pruthvi, never studied LEEL in detail. Once made a small look into it when you posted a query on this earlier also. But will try to cover this soon. But i feel Amber is looking good due to their manufacturing prowess although i am yet to study it also. But if LEEL has any serious plans to manufacture complex parts in India then sky is the limit. Will try to study both and will share my views<br /><br />RegardsGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-58279313806029296082018-01-31T07:13:04.783+05:302018-01-31T07:13:04.783+05:30Sir, have a look at LEEL ELECTRIC.
Its peers DIXON...Sir, have a look at LEEL ELECTRIC.<br />Its peers DIXON and Amber enterprises are trading at very very rich valuations.<br /><br /><br />pls share your views <br />thank you<br />pruthvihttps://www.blogger.com/profile/05283287688171905514noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-80889574953680774132018-01-31T00:48:23.256+05:302018-01-31T00:48:23.256+05:30Thanks Dear. Regarding LT foods-it was advised aro...Thanks Dear. Regarding LT foods-it was advised around 5/- (Bonus adjusted)at this blog. Not it is around 90, I am still holding it. So sort of neutral at current price although nothing bad at current price, still worthy of investment. I think it is better to go for some other emerging food companies like Agro tech foods, Parag Milk foods. Zydus wellness is also good so as Tata chemicals. You can find the study of these at this blog.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-46052572495042676802018-01-30T17:53:24.742+05:302018-01-30T17:53:24.742+05:30Dear Gurpreet ji. You have excellently analysed th...Dear Gurpreet ji. You have excellently analysed the Company vis a vis others alongwith figures. Becoz the performance of Companies in the name of Sanwaria is itself should be doubted. Anil Agarwal itself a CA, know how to cook.. Great job done. <br /><br />Any how, I also want to know whether is it right time for getting into LT (Daawat)??Anonymoushttps://www.blogger.com/profile/12518795089553798666noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-24097171290782662402018-01-30T15:31:57.267+05:302018-01-30T15:31:57.267+05:30You are welcome DearYou are welcome DearGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-12391649078783926452018-01-30T15:31:36.309+05:302018-01-30T15:31:36.309+05:30Right Dear...There is not easy money in the market...Right Dear...There is not easy money in the market but only easy risks.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-95502279455303052018-01-30T15:30:26.527+05:302018-01-30T15:30:26.527+05:30Thanks BrotherThanks BrotherGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-9943437663864099342018-01-30T14:34:35.648+05:302018-01-30T14:34:35.648+05:30Killed it literally. CongratsKilled it literally. CongratsAnonymoushttps://www.blogger.com/profile/01357349278263061173noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-54889277498919324122018-01-30T13:35:18.183+05:302018-01-30T13:35:18.183+05:30Good that this article and analysis raises some se...Good that this article and analysis raises some serious questions on how the company is working, managed and how figures are not co-related and how they are camouflaged and changed every year. <br />I think investors should stay away from such dubious companies. Kamal Garghttps://www.blogger.com/profile/16495820539495052834noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-51409969895910444032018-01-30T13:31:22.972+05:302018-01-30T13:31:22.972+05:30Hi stumble across your blog , very detailed analys...Hi stumble across your blog , very detailed analysis of multi year Balance sheet , i am a learner , want to learn more about accounting ,can understand basics to read -annual repots , bs /cash flow for an year , but get confused or never worked on how to find out intricacies year on year or how balance sheets are consolidated based on joint ventures or subsdaries <br />if you will be kind enough to share some good books to understand with real live examples given in book else it only theorotical book will be googly for me learning investorhttp://bigfattonyblog.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-72790725137565114712018-01-30T13:11:10.275+05:302018-01-30T13:11:10.275+05:30Thanks for the article.Thanks for the article.GANESANhttps://www.blogger.com/profile/09217745771698625007noreply@blogger.com