Saturday, November 19, 2016
Asahi Songwon Colors & Shilp Gravures : Available at very attractive levels
Asahi Songwon colors and Shilp Gravures were recommended on this blog in the past .
Due to recent correction both these scripts have come down at attractive levels after creating new highs. Both are fundamentally super strong companies
Both companies have come up with excellent Q-2 -16 results and next 2 quarters are expected to be good.
1. Asahi Songwon colors : CMP 210 :
2. Shilp Gravures : CMP 83
.Investors who missed to invest in these 2 scripts can invest at CMP .
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Yes I missed and thanks so much for alerting on the time for re-entry. Mukesh, curious to know if Shilp has any competitors in the Indian market? Seems a very niche monopoly?
ReplyDeleteYes Sandesh U flex is one of the competitor
Deletesir, why you believe Shilp is better than Uflex. Uflex seems to be in better valuation compared to Shilp. pl let me have your feedback.
DeleteThank you for your alert!
ReplyDeleteHi Sir, Thanks for the post and also please keep posting any stocks with attractive valuations in this bearish market environment.
ReplyDeleteCan v buy ur diwali recommndasns at cmp nw?
ReplyDeleteYes Ranaji
DeleteYou may buy any of them for long term
Sir, thanx for your good picks...one query i have is Superhouse Ltd which was recc at Rs.240 is not at Rs.140. Can we buy it at CMP ?? Pls advise..
ReplyDeleteDear Arun
DeleteIt is a fundamentally strong company but due to lesser export orders the growth and margins are affected and stock has come off from the recommended levels.If you are already invested hold on but i would not suggest fresh investment and rather wait for global scenario to improve.
Dear Mukeshji,
ReplyDeleteWhat is ur views on Gravita India? pls is it a good buy?
Dear Riyaz,
ReplyDeleteMetal prices(zinc and led) is expected to turn around which should help this company already margins improvement is seen so you may invest in the same.
Thanks
Thank you Mukeshji for your reply
DeleteMukesh, would gravitas be a better pick over Nile Ltd? Nile is also in the lead biz and I see that Pondy oxides is also in that biz. Which of the 3 is a good pick for long term?
ReplyDeleteDear Sandesh,
ReplyDeleteAll 3 are into similar business Pondy Oxide looks more attractive at current levels.
Regards
Dear Mukesh,
ReplyDeleteI have 3000 shares of Manali Petrochemicals bought at 29rs/share, CMP is 33.50rs... I can hold it for long term, please advise whether i can hold it for next 1 year (or) exit and invest in some other share?
Thanks in advance.
Ravi!!!
Mukesh, Is Anjani Portland still a good buy at CMP? I see very good cash flows but unsure of the reasons for recent correction. I want to add a cement stock. Advice please?
ReplyDelete