WINNING STROKES: THINK DIFFERENT
My
recommended Marg Ltd hit another buyer freeze at Rs.14.78. The scrip
has been hitting continuous buyer circuits after its recommendation.
Congratulations to those PAID MEMBERS who could pick up that stock on
that day.
Insecticides
India Ltd ( BSE Code: 532851) today touched Rs.284.65, before cooling
down at Rs.282 in the BSE and Rs.283 in the NSE. The scrip is all set
to touch Rs.370-290 in the coming days in view of rise of the shares of
the companies from this space. The monsoon is coming and the demand for
the company's products are going to increase in future. Also, there is a
gradual rise in the use of pesticides all over India, during the last
couple of years and the company stands to benefit from this event.
Agriculture is the dominant sector of Indian economy, which determines
the growth and sustainability. About 65% of the Indians still relies on
agriculture for employment and livelihood. The company has touched more
than 4 lakhs farmers in person to help them in getting the best harvest
out of their efforts. Apart from acquiring new technologies and making
tie-ups with globally successful brands, Insecticides India Ltd is keen
to develop new agro-chemical molecules through R&D. The market for
agrochemicals is expected to grow at the rate of 7.5% to reach USD 3.5
billion by FY15. The expected growth is supported by the fact that
India's agrochemical consumption is one of the lowest in the world with
per hectare consumption of just 0.58 kg compared to US (4.5 Kg/ha) and
Japan (11 Kg/ha). The suboptimal and inadequate usage of agrochemicals
incurs 20-30% losses every year. The company will be commencing a new
R&D Centre in JV with the leading Japanese Company, Otsuka Agri
Techno Co Ltd at Chopanki, Rajasthan by the 1st part of FY15. The
objective of this new Research Venture will be to invent agrochemical
molecules in India for the international requirements. The research
centre aims to invent 4-5 molecules in the next five years. Very
recently, Indian Patent Office has granted Insecticides India Ltd (IIL) a process patent for an
insecticide product – giving a shot in the arm for the research and
development efforts of the company. Insecticides India is one of the leading agrochemicals manufacturing company with a top line of Rs.650 crore in last fiscal (2012-13). The company is expected to touch Rs.900 crore this fiscal.
The
subscription fees for the Premium (Paid) Service is going to increase
to Rs.10, 000 per year from the current Rs.7000 per year from 15th May,
2014. Therefore, those who are interested are requested to either enroll
before that or trade through my recommended brokerage house/s with a
minimum portfolio size of Rs.1 lakh, to get this service FREE of
charge.
It
seems PVP Ventures Ltd (Rs.7.91) has completed the correction and is
ready to move up from the retracement point. The CMD of the company
stands to get direct benefit from any positive results from Telugu
Desham Party (TDP). Moreover, there were media reports that PVP
Ventures Limited, a Hyderabad-based multi-business house with interests
in real estate, media and entertainment, in partnership with retired
cricketer Sachin Tendulkar, has won the rights to own a Kochi-based
soccer club that is part of the eight-city Indian Super League. PVP also
owns Hyderabad Hotshots, the inaugural Indian Badminton League champion
team. The scrip is now all set to reach Rs.12-13, in the coming days.
A2Z
Maintenance and Engineering Services Ltd (Rs.10.13) is going down due
to no apparent reasons. The company has completed a master restructuring
and is expected to improve at least its top-line in the coming days.
However, according to a media report, A2Z Maintenance and Engineering Services Ltd, Gurgaon which bagged contracts for
setting up power plants, is having issues in completing the projects
according to the agreed time schedule. A major thrust area of the
SAD-BJP regime has been to make Punjab surplus in power. However, while
doing so, there is evidence to suggest Chief Minister
Parkash Singh Badal’s extended family allegedly benefited as the second
in the series of The Tribune’s investigative report reveals--this
is having some sentimental effect on the company, in the short term. But
any NDA (BJP and its allies) win in the Lok Sabha elections, could work
miracles for the company. Besides, an ace investor is still holding
around 10% stake in the company. So, I strongly feel that this could be
another Suzlon Energy Ltd, which shot up from a low of Rs.5.72 to the
CMP of Rs.14.27, after touching an yearly high of Rs.15.55 on 10th
April, 2014. If you remember Suzlon Energy Ltd was also strongly
recommended by me for a target of Rs.15, which was achieved long back.
Therefore, you should accumulate the scrip on all declines.
The
scrip of Glodyne Technoserve Ltd (Rs.6.64) today closed above its 50
DSMA and 50DEMAs. The next target seems to be Rs.7.90, after bouncing
back from the retracement levels.
IVRCL
Ltd as expected recovered today, after touching a high of Rs.15.59, in
the late trade, before again sinking down to Rs.15.04 at the end of the
day. Though there are some liquidity issues in the company, but I feel
with the completion of the CDR, the fundamentals of the company would
improve substantially. If you are getting the scrip at such a low
price, it is time to accumulate the same for the long term. Buy at
least 20, 000-30, 000, shares of the company and keep holding---I am
sure most of you would be benefited.
Vijay
Shanthi Builders Ltd is consolidating the current price of
Rs.11.37-11.50. A large move is expected from the scrip post Q4FY14
results. This is a very safe counter and have always given returns to
patient investors.
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