Saturday 29 July 2017

Good read- Courtesy: Mr.Jitesh Dhawan

Jitesh Dhawan
Buddy you need to research well even before i share few names…remember these are not recommendations to buy or sell, but just expressing my views:-
  1. JHS Svendgaard - (from FMCG space) the makers of toothpaste (including Dant Kanti from Patanjali), they supply to all major companies dealing in ayurvedic category
  2. CMI Ltd - (from cables space) Speciality cable company is still not in limelight despite getting huge order flows on regular basis..check out their website for more details. You may like to check another company -
  3. Ram Ratna wires - (from cables space), they are also strong player which is still not in limelight.
  4. Shetron Ltd. - (from packaging space) it’s one company which can turn into big player….already has big clients include titan, glaxo smithline, cadbury etc. (best part is even promoters are increasing stake in it), even at CMP Rs 57–58, it’s a steal
  5. Nila Infra ltd - (from Infrastructure space) - it’s one company i track since last week and found it really worthy of investment. (Nila Infrastructures clocks 22% growth in standalone revenues for year ended March 31, 2017), even on 21 June 2017 - Nila Infra bags work order worth Rs 251.6 mn from AMC, in April 2017 - Nila Infrastructure bags projects worth Rs 30 cr from GSRTC..order flows are increasing means future outlook is really strong.
  6. Tourism Finance Corp - (from NBFC Space) - No need of introduction of this company (even Rakesh Jhunjhunwala is invested into this). It’s worth to check this one.
  7. Archidply Industries - (from Plywood Space) - one of my best bet…this stock is already recommended by many agencies and investors. The stock is still a small cap, so it has long way to go. The story will get unfolded once this small cap gem gets into the eyes of big investors.
  8. PI Industries - (From Agri sector) - Amazing company, this is my best bet for investment in this sector. Just check these factors - a) CAGR it has from past years (b) Product lineup (c) new Joint Ventures (d) improving margins (e) already recommended by many analysts with target price of Rs 1200+, so in total very bright future..
  9. Time Technoplast - (from plastic space) - No introduction needed, even Ashish kacholia is invested in this counter, and the fact is their Q4 FY17 consolidated net profit rises by 33.5%…composite cylinder is another cue to drive the story..keep a strong watch on this.
  10. Pioneer Distilleries - (my latest bet) - All you need to know is, it is a subsidiary of United Spirits Ltd. (USL is the largest spirits company in the world by volume). Just note, it’s a hidden gem and now or later the stock should run due to strong parentage.
Disclosure - I am not a Equity Analyst, the above mentioned stocks are just my views, it’s not buy/sell recommendations. Do your own research before investing.

No comments:

Post a Comment

nifty