Trader & investor ex banker .Tweat for education purposes to enhance investors knowledge.
Not Sebi registered analysts. consult ur advisor before investment.
#NITTA GELATINE
CO IS A FERA CO ENGAGED IN MANUFACTURING OF GELATINE
AND COLLAGEN PEPTITE WHICH IS USED FOR SKIN.
MAJOR PORTION OF SALES IS FROM EXPORT.
SHARE IS AVAILABLE AT JUST 9 PE RATIO. AGAINST INDUSTRY 33. SHARE HAS THE POTENTIAL TO GIVE 4X RETURNS.
##testile stocks.
Most of the textile companies ( particularly Tirupur based) are
Receiving orders from US & EUROPE.
KEEP CLOSE WATCH BECAUSE MOST OF THE STOCKS ARE BEATEN DOWN.
THERE ARE MANY COMPANIES RECENTLY ENTERED THE MARKET SHOWING SUDDEN JUMP IN TURNOVER WITHOUT INCREASE IN FIXED ASSETS.
HIGHER MARGIN AFTER ISSUE AND FREQUENTLY ISSUING BONUS ISSUED.
AVOID SUCH COMPANIES AND CHOOSE ONLY THOSE COMPANIES WITH PROVEN TRACK RECORD.
#mangalam drugs
The company which is API MANUFACTURE & ANTI MALARIA DRUG PRODUCER IS EXPECTED TO REPORT PROFIT FOR YHE CURRENT QUARTER AGAINST LOSSES. MARKET CAP TO SALES IS 0.50. Chepest stock in the Pharma industry.
One may consider for investment.
#mangalam drugs
The company which is API MANUFACTURE & ANTI MALARIA DRUG PRODUCER IS EXPECTED TO REPORT PROFIT FOR YHE CURRENT QUARTER AGAINST LOSSES. MARKET CAP TO SALES IS 0.50. Chepest stock in the Pharma industry.
One may consider for investment.
#investment rules
The bbasic forluma for investment are
1. Market cap less than sales
2. PE RATIO less than ROCE
3. PE LESS THAN INDUSTRY PE RATIO.
COMPANIES TO WATCH.
IVP. SUPER HOUSE. MANGALAM DRUGS
VENUS REMEDIES.
#INDO RAMA SYNTHETICS. & DEN NETWORK.
BOTH THESE COMPANIES WILL REPORT GOOD NUMBERS IN 2025 & 2026.
DEN PROMOTED BY RELIANCE. INDO RAMA USE RAW MATERIAL BASED ON CRUDE.
CRUDE PRICES ARE DOWN 25%
#SUPERHOUSE LIMITED- ALLEN COOPER SHOES.
Market cap to sales for relaxo is 6.97 Campus 6.05 bata 5.39 metro brand 14.86.
Whereas super house 0.37. Cheapest stock in the leather industry. Superhouse has the Allen Cooper brand. Co reported earning in double digit in 11 years.
#IVP LIMITED.
PRESENT TURNOVER 600 CRORES. OPM 6%.
CO ENGAGED IN MANUFACTURE OF VARIOUS CHEMICAL USED IN LEATHER INDUSTRY. FOUNDRY INDUSTRY
AND PACKAGING ADHESIVES.
THESE INDSTRIES WILL GROW AT THE RATE OF 7-10%. Turnover will touch 800 crores opm 8% . Projected eps 40 .
##ROLCON ENGINEERING
LOW EQUITY IF JUST 0.76 CRORES. TO 51.00 CRORES. EPS 37 DIVIDEND 2/-.
KOBO GERMANY HOLD 5% stake in the co. Co engaged in manufacturing of all type of CHAIN USED IN VARIOUS INDUSTRIES.
SHARE IS QUOTING AROUND 478/-; CHEAPEST STOCK TO INVEST.
#RPP INFRA.
UNDER MODI 0.3 REGINE INFRA IS EXPECTED TO DO BETTER. RPP INFRA EQUITY 38 . RESERVES 388. TO 1353 NP 57. ORDER BOOK 3000 CRORES. MARKET CAP TO SALES0.34. ROCE 21.2 ROE 14.5 ANAND RATHI WEALTH AND HNI SATPAL KHATTAR ARE MAJOR INVESTORS. CHEAPEST INFRA STOCK.
#Portfolio stocks.
During this year's I have made around 25%. For the coming quarters I have added following stock for further 25%.
1. Mangalam drugs.
2. RPP INFRA.
3. ROLCON
4. INTERNATIONAL COMBUSTION.
5. TBZ
6. SUPER HOUSE.
7. Venus remedies
8. VLS FINANCE .
Pl comment.