Dhunseri Petrochem and tea
This stock is trading at cheap valuation considering its future prospectus and its competitors,Recent crisil Report says its fair value is above 185,it has assigned a Crisil Ier fundamental grade of 3 out of 5,being a dominant pet player with large capacity,Dhunseri is well able to cater to the increase in demand for PET.Its upcoming TPA greenfeild polant in negypt would offer locational advantage due to proximity to end markets and raw material sources.Dhunseri derives locational benifits from its plants in Haldia,However the current over supply of pet,forex risk and social unrest and poltical instability in Egypt are key risks,Revenues are expected to grow at two year CAGR of 66 percent to 6750 crore in Fy15.
Dabur India
one pick among Fmcg which has not truly participated in rally,it was range bound till now from 160-195,giving chance for swing traders,but scenario seems changing for dabur abid strong volumes and its performance financially.Many brokerages say volume growth o Dabur is best among industry which is 10% from the past few quarters (consistant),margin expansion is also worth noticing with Good operating margins adding to operating profits.Dabur is religares prefered mid cap consumer staples pick,key risks remain further slowdown in consumption and input cost with inflation.
Petronet LNG
petronet lng stock price implies that the kochi terminal would have perpetual utilisation of less than 50 percent,owing to a lack of pipeline connectivity,Given Indias huge gas deficit and LNG's competitiveness,the pipeline issue would likely to be resolved over the next 18-24 months.Concerns on Lng demand are also over-blown,as lng cost is 11-25% lower than alternative liquid fuels for industrial consumers.Though near term volume growth is likely to be muted,analysts expect 16% volume CAGR in Fy16-20.
This stock is trading at cheap valuation considering its future prospectus and its competitors,Recent crisil Report says its fair value is above 185,it has assigned a Crisil Ier fundamental grade of 3 out of 5,being a dominant pet player with large capacity,Dhunseri is well able to cater to the increase in demand for PET.Its upcoming TPA greenfeild polant in negypt would offer locational advantage due to proximity to end markets and raw material sources.Dhunseri derives locational benifits from its plants in Haldia,However the current over supply of pet,forex risk and social unrest and poltical instability in Egypt are key risks,Revenues are expected to grow at two year CAGR of 66 percent to 6750 crore in Fy15.
Dabur India
one pick among Fmcg which has not truly participated in rally,it was range bound till now from 160-195,giving chance for swing traders,but scenario seems changing for dabur abid strong volumes and its performance financially.Many brokerages say volume growth o Dabur is best among industry which is 10% from the past few quarters (consistant),margin expansion is also worth noticing with Good operating margins adding to operating profits.Dabur is religares prefered mid cap consumer staples pick,key risks remain further slowdown in consumption and input cost with inflation.
Petronet LNG
petronet lng stock price implies that the kochi terminal would have perpetual utilisation of less than 50 percent,owing to a lack of pipeline connectivity,Given Indias huge gas deficit and LNG's competitiveness,the pipeline issue would likely to be resolved over the next 18-24 months.Concerns on Lng demand are also over-blown,as lng cost is 11-25% lower than alternative liquid fuels for industrial consumers.Though near term volume growth is likely to be muted,analysts expect 16% volume CAGR in Fy16-20.
Hari Sir,
ReplyDeleteOn friday, in reply to my query you asked me to pick from steel sector. Can I Pick Jindal steel at current level or do you prefer some other from steel sector. Kindly advise. I can hold for 1-2 month.
Priya
Hello priya,Jsw steel has rallied quiet a lot and entering at this point might be risky as it can corret sharply before upmove,Tata steel,sail remainn good picks along with Nmdc which can be picked at lows for short term.
DeleteThere are various points which are to be considered before deciding whether to invest in these stocks or not. Traders can explore post like these to learn about stocks performance in a better manner. These days service providers like epic research serves with fundamental reports on stocks as well.
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