my diwali to diwali pick of 2021

buy@cmp  of 385 for a tgt of 650-700

buy  nmdc@cmp of 140  for a tgt of 300

 sastasundar recommanded@118 on march 11 2021 achieved  first  tgt of 300

near  by 170% return in just  3 months( see  the  originl post by clicking the link http://valuestocks4u.blogspot.com/2021/03/sasta-sundar-creating-new-business.html

)

 

                       Fine organics

It  is  from  a  chemical sector  with a marketcap  of 9900 cr.

i  strongly  believing  the  valuation is  cheap  and  the  specialty chemical sector

 performed well except fineorganic. buy@ 3000  levels  tgt  should  be 6000+

 

New  EV Theme  is beginning...........

My  first pick  is from ev segment is Kabra extrusion.....

wbsite  baatrix (https://www.battrixx.com/)

website  kabra(https://www.kolsite.com/)

Kabra is the flagship company of Kolsite group and one of the largest players in the plastic extrusion machinery known for its innovative offerings. KET specializes in delivering high performance extrusion solutions for manufacturing pipes and films.

          But  now company engaged in  lithium ion battery segment under the brand Batrixx, and it  is working  fine and its  sales  is  boosting. It  is now  available  in micro cap company  with 601 cr market cap, with a cash reserve of 238 cr and having book  value of 80.from the last  5  years its opm back to double  digit.The growth  in EV segment  will be  faster in coming years.  And  the requirement  for  lithium based ion battery will  be favour  for kabra.

                       buy  this  stock  @ correction  around 170-160 level  and  my  first  tgt  is 320  and final  tgt is 400-500. 

 

SASTA SUNDAR  CREATING  A  NEW  BUSINESS STYLE

                        CMP @126 TRY TO  BUY@118-120 LEVELS.

ONLY FOR THE PATIENCE INVESTORS  WHO LOOKING  CATCHING @ YOUNG

 INVESTING STYLE HOLD FOR LONG TERM MY TGT  SHOULD BE 300-500.

ABOUT  THE  COMPANY:

SastaSundar is an online pharmacy and digital platform of healthcare supported by a network of physical counseling and service centers called ‘Healthbuddies’. The service verticals of SastaSundar are Pharmacy, Diagnostics, and Wellness.

BUSINESS MODEL.

SastaSundar operates in primarily the e-pharmacy space (84% of their revenues are from medicines; rest is from OTC/ FMCG products like green tea, sugar free snacks, hebal mouthwash, baby products etc). Their vision is to become a holistic healthcare network .

They aggregate demand by attracting consumers digitally – primarily mobile app - (by giving a 15% discount (cost) and by home delivering the medicines (convenience). The target segment is the chronic patients 

Valuation 

currently it is a loss making  company , understand  it  is started as a startup so  it  will take  time  to  be in a profitable zone, once it  become profit zone  the  valuation will be  change so  you cant  get  it  is @410 cr  market cap.I  strongly  believes the  business model  will  be attractive  and  can be spread other states and even they  can  be spread it  is as b2b business model.

                promotors having 74% holding in the  company.

market cap:413 cr.

cash reserve:176 cr

book value :65 

from last 6  years sales increased from 52 cr to 531 cr.

Technical parameters:

The stock is  in a 4  year consolidation mood  once cross 153 it  can  be 278-300  range..

* disclaimer :  myself  and  my  clients are holding shares  in this  company.

A  dark  horse  from the power  sector  ,  buy  @ lower level 390-380 levels

This  midcap  stock is from the power transmission and distribution sector.  Having  a  market cap of 19395 cr, and  trading @ pe  of 12.5  while  industry pe  trading@19.2.company  having a  cash reserve  of  9242 and  a  mktcap to sales 1.61.promotors  having  53.6% holding  in the  company.Over the last 5 years, market share increased from 15.37% to 15.82%

Technical parameters

This  stock  is  trading abv all important  moving  avg,  and breakout of 10 year  resistance level, the retracement area 380-390 level try  to  buy@ 380 level  for  a tgt of 700-750.

 

 

Sree Rayalaseema Hi-strength Hypo Limited.   cmp 294   A tvg  group chemical  company seems  to  be  good  ...can  be  a  multi bagger    buy  @cmp 294  for  a tgt  of  600. The reason  to  buy : market  cap  only 430  cr.  and  having a cash reserve of 340 cr book  value  of 208,  and  trading @ pe of 8.11  while  industry pe  of 22 with  in  last  5  years  sales  increased  from 362 cr  to 785 cr. net profit from last  5 years  increased from 19 cr  to 58 cr borrowings  reduced  from last 5 years from 85 cr to 42  cr. Over the last 5 years, revenue has grown at a yearly rate of 11.1%, vs industry avg of 5.79% Over the last 5 years, market share increased from 0.88% to 1.13% Technical point of  view  it  is  4 year  consolidation with  cup  and  handle pattern.