ALUFLORIDE RESULT UPDATE

Alufluoride result analysis
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
Top line
11.09 Cr Vs 11.36 Cr
EBIDTA
1.79 cr Vs 0.94 cr

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’

COST of sales:91% in Dec 2016
Cost of sales: 81% in Dec 2017
Improving EBIDTA

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’

PAT
1.31 cr Vs 1.80 Cr

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’

Depreciation cost
0.21 cr Vs 0.13 cr
Due to new equipment additions
Its results could be seen in upcoming quarter.

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
Other income was 1.47 cr out of 1.89 CR in Dec 2016
But this year only 0.13 cr
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
So considering this
Current result is far better than last quarter because profitability comes from operations.
Alufluoride will make new high.

INVESTORS SHOULD BE INVESTORS ONLY

STOCK MARKET RELATED NEWS AND ITS EFFECT

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
1:DEMONETIZATION
AFTER THIS EVENT INVESTORS THOUGHT MARKET WILL CRASH.
OUTCOME :MARKET NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
2:UP ELECTION
INVESTORS THOUGHT MARKET WILL CRASH IF BJP LOOSE
OUTCOME :MARKET NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
3:NORT KOREA VS AMERICA
INVESTORS THOUGHT ALWAYS
MARKET WILL CRASH
OUTCOME :MARKET KEEP MAKING HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
4:DOKLAM ISSUE
INVESTORS THOUGHT MARKET WILL CRASH
OUTCOME :MARKET NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
5:GUJRAT ELECTION
INVESTORS THOUGHT MARKET WILL CRASH
OUTCOME :MARKET NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
6:US SHUTDOWN
INVESTORS THOUGHT MARKET WILL CRASH
OUTCOME :MARKET WILL BE AT NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
7:LONG TERM CAPITAL GAINS ISSUES
INVESTORS THOUGHT MARKET WILL CRASH
OUTCOME :MARKET WOULD BE NEW HIGH
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
CONCLUSION :
JUST TRY TO BE INVESTORS
LET THE JOB OF ECONOMISTS GIVE TO OTHER

Government actions and its side effects

government actions and stock markets side effects

Indirect tax reformed

Direct tax would be reformed.

Tax reduction reduces commodity prices used generally.

Reduced commodity prices increase consumption.

Increased consumption results growing output and more expenditure.

Growing output means improving GDP.

Improved GDP means improving results by domestic companies.

Improved results means increasing valuation of the companies.

Increased valuation means high stocks prices and better market valuation

Second part

Bank recapitalisation

Which resulted clean balancesheet
Clean balance sheet means improving Assest quality.

Improved Assest quality means increasing credit growth.

Increased credit growth means corporate borrowing for working capital.

Corporate borrowing means expansion in the existing capacity.

Expansion in existing capacity means work force requirements.

Work force requirements means generations of employment.

Generation of employment means reduction in gap of rich vs poor.

Many things left and add in next post

WHY MARKET IS NOT OVERVALUED

I M CONTINOUSLY UPDATING NIFTY VIEW SINCE IT WAS 8000
AND THAT TIME MANY EXPERT WERE BEARISH AS OF TODAY EXCEPT ME.
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
MY NIFTY TARGET WENT TRUE EACH TIME
FROM 8000 TO 9000
FROM 9000 TO 9500
FROM 9500 TO 10000
FROM 10000 TO 10500
NOW FROM 10500 TO 10800
AND ALL THESE I POSTED OVER SOCIAL MEDIA WITHOUT TAKING CARE OF MY REPUTATION.
ALL CAN BE FOUND ON MY TWITTER AND FACEBOOK PAGE.
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
NOW PUTTING SOME DATA AND LOGIC

NIFTY DATA

2014
PRICE TO EARNING :18.69
PRICE TO BOOK:2.99
NIFTY EPS: 337

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
2015
PRICE TO EARNING :21.16
PRICE TO BOOK:3.49
NIFTY EPS: 391
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
2016
PRICE TO EARNING :21.53
PRICE TO BOOK 3.19
NIFTY EPS: 370
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
2017
PRICE TO EARNING :22.08
PRICE TO BOOK :3.10
NIFTY EPS:371
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
2018
PRICE TO EARNING 27.18
PRICE TO BOOK 3.64
NIFTY EPS: 397

πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
CURRENTLY NIFTY PEG RATIO STANDS 1.58 CONSIDERING FROM 2014 TO CURRENT.
NIFTY EPS GROWTH EXPECTED TO BE AROUND 10%
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
IN THIS CASE NIFTY EPS COMES AT 440
SO FY 18-19
NIFTY EPS GROWTH COMES AT 30%
AND CURRENT PRICE TO EARNING 27
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
IF NIFTY TRADING AT PE OF 30 THEN STILL PEG RATIO WOULD BE 1 WHICH IS NORMAL AND NOT OVER STRETCHED.
SO NIFTY SHOULD BE TRADING AT PRICE TO EARNING OF 30
MEANS 11910 AS PER CURRENT EPS
IN COMING DAYS.
πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’πŸ’’
MEANS STILL NIFTY RISE UPTO 1000 POINTS POSSIBLE AND INVESTORS NEED NOT TO BE IN PANIC.

Mangalam drug update

PHARMA SECTOR RETURN ON EQUITY
ONE OF THE RATIO IMPORTANT FOR COMPANY EVALUATION.
πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹
THESE LIST INCLUDE SOME OF MAJOR PHARMA COMPANY.

SUN PHARMA :22.50%

CIPLA :8.73%

PIRAMAL ENTERPRISE :7.78%

CADILA HEALTHCARE :27%

AUROBINDO PHARMA :23%

DR REDDY LAB:10.5%

LUPIN LTD:21%

BIOCON :15%

ALEMBIC LAB:22%

TORRENT PHARMA :23%

GLAXOSMITHKLINE :16%

GLENMARK :27%

NATCO PHARMA:33%

AJANTA PHARMA :37%

ABOTT INDIA :21%

SANOFI:17%

ALEMBIC PHARMA :23%

DISHMAN PHARMA :12%

PFIZER :15%

WORKHORD :(-6%)

STRIDE SHASHUN:16%

IPCA LAB:8%

FDC LTD:16%

GRANULES :18%
πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹
AVG RETURN ON EQUITY COMES AROUND 18% FOR PHARMA SECTOR.
πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹πŸŒ‹
MANGALAM DRUG RETURN ON EQUITY
27.50% MORE THAN AVG PHARMA SECTOR AND MANY BIG PHARMA COMPANIES.
WHICH EXPECTED TO BE 35% IN 2018.

MANGALAM DRUG A VALUE BUY

GANESH HOUSING A VALUE BUY

GANESH HOUSING ONE OF MY FAVOURITE STOCK POSTED ON TWITTER AND FACEBOOK @70
ALMOST MORE THAN 100 PERCENT AGAIN HAVING GOOD VALUATION.
FIRST GANESH HOUSING
🌏🌏🌏🌏🌏🌏🌏🌏🌏🌏🌏🌏

1:GANESH HOUSING
MCAP:787Cr
SALES :485Cr
MCAP TO SALES:1.62

PRICE TO EARNING :11.20
PRICE TO BOOK :1.07
PE AND PB MULTIPLE :11.89
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌏
NOW LETS SEE OTHERS REAL ESTATE COMPANIES
2:ASHIYANA HOUSING
MCAP TO SALES :4.43
PE TO PB MULTIPLE :60.21
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
3:AJMERA REALITY
MCAP TO SALES :4.09
PE TO PB MULTIPLE :34.54
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
4:ARVIND SMART SPACE
MCAP TO SALES :7.19
PE TO PB MULTIPLE :65.93
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
5:ANANT RAJ
MCAP TO SALES :4.31
PE TO PB MULTIPLE :18.17
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
6:SUNTECK REALTY
MCAP TO SALES :8.78
PE TO PB MULTIPLE :102
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
NOW WE CAN SEE GANESH HOUSING MCAP TO SALES LOWEST COMPARED TO OTHERS.
AVG MARKET CAP TO SALES ASSUME 4.5
THEN CONSIDERING CURRENT SALES
GANESH HOUSING MCAP SHOULD BE
2182 Cr
AND IN THIS CASE STOCK PRICE SHOULD BE 440.
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
GANESH HOUSING PE TO PB MULTIPLE COMES AT 11.89
WHILE AVG PE TO PB MULTIPLE FOR OTHERS COMES AT 50.
CONSIDERING THIS GANESH SHOULD TRADE AT PE OF 20
IN THAT CASE STOCK PRICE SHOULD BE 300.
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
OVERALL GANESH HOUSING UNDERVALUED.
DISCLAIMER :I M INVESTED
🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎🌎
NOTE: THERE MAY BE CHANCE OF ERRORS EVEN IF I TRIED MY BEST

WHY ALUFLUORIDE IS BEST AND SAFE BET

ALUFLORIDE IS A STOCK WHICH I TRACKED FIRST TIME AROUND 40
THEN AFTER CONTINOUSLY POSTING OVER IT.

NOW LETS SEE

1:MARKET CAP
Alufluoride : 88.77Cr
Tanfac ind: 129 Cr

2:PRICE TO EARNING
Alufluoride : 15.03
Tanfac ind : 46.60

3:PRICE TO BOOK
Alufluoride :3.25
Tanfac ind : 15.53

4:DEBT TO EQUITY
Alufluoride:0
Tanfac ind :5.44

CONSIDERING ALL ALUFLORIDE IS BETTER VALUED AND SAFE BET.
IF ALUFLORIDE TRADED AT PE OF 46 THEN ITS PRICE SHOULD BE 390.

IF ALUFLORIDE TRADED AT PRICE TO BOOK OF 15 THEN ITS PRICE SHOULD BE 590.
CMP 126 EXPECTED TO BE DOUBLE FROM HERE.
DISCLAIMER :I M INVESTED IN ALUFLORIDE

WHAT IS FUNDAMENTAL PICK

🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑
FUNDAMENTAL PICK DONT MEAN LIKE SOMEONE GIVEN AND IT START GIVING CIRCUIT.

FUNDAMENTAL PICK ALSO DOESN’T MEAN IT WOULD NOT GO DOWN BELOW SUGGESTED PRICE.
🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑
AND IN STOCK MARKET EVEN BIG INVESTORS HAVE TO SELL THEIR HOLDING IN LOSS.
🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑🏑
EXAMPLE
ASHISH KACHOLIA BOUGHT MT EDU @166 SOLD 50 PERCENT LOSS.

AND RAKESH JHUNJHUNWALA BOUGHT MCNALLY ENG @100
AND SOLD @55

KAUSHAL TRADELINK
AMTEK INDIA
NECC
ENERGY DEV
GAINED TOO QUICKLY BUT DID IT SUSTAIN?
NO BECAUSE THESE ARE NOT FUNDAMENTAL PICK.

πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„
FUNDAMENTAL STOCKS DONT MEAN ONLY MOVEMENT.
BECAUSE MOVEMENT CAN BE FOUND IN KAUSHAL TRADE TYPE OF STOCK WITHOUT FUNDAMENTAL.
FUNDAMENTAL STOCKS ONCE MOVE UP THEN NEVER GO DOWN AND THATS THEIR QUALITY.
πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„
BUT THE MAIN PROBLEM IS INVESTORS WANT IMMEDIATE GAIN LIKE 20-20 AND HOLDING STOCK BECOMES ANNOYING WHEN MARKET KEEP RISING BUT YOUR PORTFOLIO STOCK STILL NOT UP.

BUT HERE ANOTHER THING INVESTORS FORGET
πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„
MARKET AND INDIVIDUAL STOCK HAVE NO RELATION.
πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„πŸŽ„
IMPORTANT THINGS TO ASK SELF QUESTIONS

WHAT DID CAUSE YOU TO BUY?

WHAT CHANGED AFTER YOUR BUY?

IS THERE ANY FUNDAMENTAL CHANGING?

WHAT MAKES YOU THINK TO SELL?

ASK AND DECIDE

COMMON ANALYST VS COMMITTED ANALYST

THERE ARE TWO TYPES OF ANALYST IN MARKET.

COMMON ANALYST
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ONLY FOLLOW TARGET /STOP LOSS
BASED ON CHART FOR RECOMMENDATION.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ONLY FOLLOW BULLISH STOCK
NEVER GIVE EXIT FROM SECTOR OR STOCK.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
NEVER TRY TO KNOW ACTUAL VALUE OF STOCK.
MARKET VIEW BASED ON TREND WHEN MARKET FALLS TURN BEARISH
WHEN UP TURN BULLISH.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
NEVER TRY TO READ COMPANY ANNUAL REPORT /QUARTERLY REPORT /FINANCIAL IN DEPTH.

🌁🌁🌁🌁🌁🌁🌁🌁🌁🌁🌁🌁🌁
COMMITTED ANALYST
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
FOLLOW STOCK FUNDAMENTAL.
MAKE RESEARCH AND FIND ACTUAL VALUATION.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
TRY TO FIND VALUE AT LOW PRICE IRRESPECTIVE OF BULLISH OR BEARISH TREND.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ALWAYS GIVE EXIT WHENEVER RISK COMING UP OR COMPANY FUNDAMENTAL START CHANGING
EVEN IF RECOMMENDED BY HIMSELF.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ALWAYS ALERT FROM SECTOR FACING PROBLEM AHEAD.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ALWAYS UPDATE MARKET CORRECTION OR BULLISHNESS.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ALWAYS TRY TO FIND GROWING SECTOR
NEXT IN DEMAND AS WELL AS GET SUPPORTED
FROM GOVERNMENT POLICY.
πŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—ΌπŸ—Ό
ALWAYS CHECK IN DEPTH WHETHER ITS ANNUAL REPORT, COMPANY FINANCIAL, QUARTERLY RESULT.

NOW WITH WHOM YOU ARE?

MANGALAM DRUG A VALUE BUY

WHEN MANGALAM DRUG SALES WAS AROUND 200 CR
ITS PRICE WAS 400 PLUS
NOW IN LAST 2 YEARS SALES GROWTH UP BY 40%
WHILE PRICE GROWTH DOWN BY 36% WITH NEGATIVE RETURN.
EPS GROWTH IN 2 YEARS AROUND 200%
BUT DUE TO PHARMA SECTOR DOWN TREND PRICE WENT DOWN BUT AFTER THIS MANGALAM HAS DONE MANY DEVELOPMENT.

SO MANGALAM DRUG PRICE SHOULD BE UP BY
75% FROM CMP.
FIRST SALES GROWTH 40%
NEXT TO MAINTAIN 36% NEGATIVE RETURN.
OVERALL
MANGALAM DRUG NOW 160
SHOULD BE 280 IN 2017 OR MARCH 2018
AT ANY COST
DISCLAIMER :ITS MY OPINION, CONSULT YOUR FINANCIAL ADVISOR