Get started

Valueinvesting

#HSCL - INVESTMENT PICKABOUT Himadri Speciality Chemical is primarily engaged in the manufacturing of carbon materials and chemicals. It is the No.1 coal pitch manufacturer in India and is the only company to manufacture advanced carbon material in India. It is also the largest player in Naphthalene and SNF in India. KEY POINTS Product Portfolio It manufactures a wide range of carbon materials and chemicals. Its products include coal tar pitch, carbon black, specialty carbon black (SCB) Naphthalene, Advanced carbon material, SNF (Sulphonated Naphthalene Formaldehyde), and specialty oils. It has transformed its portfolio from low-value products to high-valued products over the years for higher margins. Manufacturing Capabilities Capacity :- Coal Tar Distillation - 5,00,000 MTPA Carbon Black - 120,000 MTPA Specialty Carbon Black - 60,000 MTPA SNF - 68,000 MTPA The company owns 8 manufacturing facilities in India out of which 4 are located in West Bengal. It also owns a manufacturing unit in China. It recently started manufacturing specialty carbon black after expansion in FY20. It also planning an advanced carbon project of 20,000 MTPA at a project cost of ~300 crores. Its coal tar distillation plant in West Bengal is the largest in India with a capacity of 500,000 MTPA (metric tonnes) that produces various grades of coal pitch and also produces naphthalene for further processing of SNF. Sales Volume The company recorded a sales volume of ~320,000 MTPA of carbon materials and chemicals in FY20. Geographical Revenue Breakup Presently, the company earns ~92% of its revenues from sales within India and the rest 8% from sales outside India. Industrial Exposure The company is exposed to various industries namely steel, aluminum, automotive, plastics, rubber, and infrastructure development. Clientele Base Its client base includes Vedanta, Hindalco, Balco, Nalco, Alcoa, graphite India, MRF, apollo tyres, CEAT, Goodyear, Pidilite, Fosroc, BASF, and others. PERSONALLY EXPECTING 300__500% ROI NSE:HSCL
NSE:HSCLLong
by timetravellerfromfut
1
#TPLPLASTEH - INVESTMENT PICKABOUT TPL Plastech Ltd is engaged in the business of manufacturing polymer-based industrial packaging products like Drums and Jerry cans. It caters to customers in industries like Chemicals, Petrochemicals, Specialty Chemicals, Plasticizers, pharmaceuticals, FMCG, Food Products, etc. KEY POINTS Product Portfolio Narrow Mouth Drums: Used for storing liquid chemicals and lube oils with capacities ranging between 210-250 liter Narrow Mouth & Wide Mouth Carboys: Used in Specialty Chemical and Adhesives industry for storing semi-liquid powder and paste type products with capacities ranging between 25-120 liter Open Top Drums: Used in Dyestuff, Food, Pharma industry for storing packing powder, paste type, semi-liquid and solid products in capacities ranging between 35-235 liter Customer Profile The company caters to 250+ customers in various industries like Chemicals, Petrochemicals, Specialty Chemicals, pharmaceuticals, FMCG, etc. Some notable customers include Gulf, Godrej Industries, Aarti Industries, Dabur, Valiant Organics, Jubilant Lifesciences, Amul, KLJ Group, etc. Manufacturing Facilities The company has a capacity of 28,000 MTPA across 6 manufacturing facilities in India. The manufacturing facilities are located in Ratlam, Vizag, Silvassa, Bhuj, Uttarakhand, and Jammu. Production in Bhuj, Ratlam, and Vizag facilities was started in 2020. CapEx The Co. is setting up a new manufacturing unit in Silvassa for manufacturing small packaging products with capacities ranging between 50 ml to 10 liters as Value Added Products to serve the existing customers in the segment of Pharma, FMCG, Food, etc. The Phase-1 investment of the project was 8 crores and the project was commercialized in Oct 2021. During FY21, Co. has also incurred a CapEx of Rs. 3.8 Cr towards automation & de-bottlenecking at existing plants Promoter The company is promoted by Time Technoplast Ltd which is involved in the manufacturing of technology and innovation-driven polymer & composite products. It holds a 75% stake in TPL Plastech. PERSONALLY EXPECTING 300__500% ROI NSE:TPLPLASTEH
NSE:TPLPLASTEHLong
by timetravellerfromfut
Avadh Sugar Rounding Bottom Multiyear BreakoutSource:- Screener.in Avadh Sugar & Energy Ltd is primarily engaged in the manufacture and sale of sugar and its by-products (molasses, bagasse and press-mud), spirits including ethanol and power. It was incorporated in March 2015 with the purpose of transferring sugar units in Uttar Pradesh of Oudh Sugar Mills Limited (Oudh) and Upper Ganges Sugar & Industries Limited (Upper Ganges) to a separate entity. Business Division Sugar: The Co crushed 576 lakh quintals of sugarcane in FY21 with average recovery of 10.8% against crushing of 599 lakh quintals in FY20 with average recovery of 11.5%. Distillery: The Co uses its entire molasses output captively to produce ethanol and alcohol. During FY21, the distillery was in operation for 296 days against 285 days in FY20. Power: The Co has bagasse-based power generation capability. It produced 19.7 crore units of power during FY21. Revenue Split Sugar - 85% in FY21 vs 87% in FY20 Distillery - 13% in FY21 vs 10% in FY20 Power - 2% in FY21 vs 2% in FY20 Manufacturing Capabilities The Co has 4 sugar mills at Hargon, UP with an aggregate crushing capacity of 31,200 TCD (tons cane per day), three power cogeneration units with capacity of 74 MW and two distillery capacity of 200 KLPD. Capex The Co has announced a capex of 135 crores for Debottlenecking & efficiency improvement measures and expansion of Distillery capacity to 320 KLPD. The capex is going to be funded by mix of debt & internal accruals. Reduction in Debt The Co. reduced its Total Debt by Rs. 291 Cr from Rs. 1373 cr in Mar 21 to Rs. 1082 cr in Sep 21. [ Focus The Co is focused on manufacturing B-Heavy ethanol, to boost overall profitability. It is also focusing on strengthening the balance sheet by reducing its debt.
NSE:AVADHSUGARLong
by StrategicAlpha
M&M : AnalysisNSE:M_M is trading around 850 revels which is shy above Fib's Golden retracement level. The possibility of Upmove is good as well as consolidating for a few more days, buyer's accumulation will lead to upward momentum. Market might move up till the demand zone is attained. Another possibility is Breaking down to supply zone. Chances of happening so is thin but possibility is their because of the current market scenario where NSE:NIFTY and NSE:BANKNIFTY both are falling good every day. If NSE:M_M sustains this period then upward momentum will come soon and we can see all-time highs very soon. The imbalance zone between the rise and fall has been covered up by the market as of now, let's see what it brings on next trading session. PS: NO analysis is 100% follow your RR and trade with head in the game. PPS : I'll update as soon as I get into this trade.
NSE:M_MLong
by Umang_Sharma
SRT Finance : AnalysisNSE:SRTRANSFIN has been consolidating in a wide range since starting of February with good volume support at lower levels. The possibility of breaking out is good as it is testing previous highs multiple times and holding levels near its previous highs. In addition to all this, it is having Volume support exactly at golden fib retracement levels and previous BOS levels. Even though nifty and bank nifty is falling with good volume SRT holding its higher levels is a good sign. Soon we can see a good breakout in the SRT finance after buyers accumulation at higher levels. The possibility of following the mentioned path is good. Let's hope for the best what's coming next. PS: Trade is looking promising then also never underestimate market it has a tendency to shock you to your very core, always risk what you can afford to lose and follow RR ratio, and Trade with your head in place. As always NO analysis is 100% effective all the time. PPS : I'll you guys as soon as possible.
SLong
by Umang_Sharma
Hindustan Unilever : AnalysisNSE:HINDUNILVR has been falling for almost a week now and has touched its demand zone. The possibility of moving up is good. Majorly there are two possibilities form here: 1) Accumulation of buyers at these levels as we have seen previously that sellers are defending highs that are made recently. that means a consolidation at this phase. 2) Moving up as it has moved down a tad bit more than expected. Forming an imbalance in between. In either case, the market is going to go up the possibility of moving down is very thin now. PS: Never underestimate market it has a tendency to shock you to a very core, always risk what you can afford to lose follow RR ratio, and Trade with your head in place. No analysis is 100% effective. PPS: Im into this trade I'l update soon.
NSE:HINDUNILVRLong
by Umang_Sharma
BUY HDFC BANK - SWING TRADEBuy HDFC Bank at 1545 Targets 1600, 1670++. Trail SL to avoid loss. Small SL Below 1520 on closing basis For Options and Big Capital Traders: Puts can be sold or At The Money Bullish Spreads can be created. Incase Sold Puts go in the money then settle by taking delivery of this stock. PS: This is a good long term stock and can be accumulated at these levels. Disclaimer: All charts are for educational purpose. Please consult your financial advisor before investing.
NSE:HDFCBANKLong
by parthsharma_999
Trade setup For IndigoNSE:INDIGO Watch out Indigo Keep in watchlist as it has come to a strong trending support levels Support from any of the levels will lead to a good Up side It is a Good Quality stock and is at very good valuation and pricing Investors can accumulate this stock, as we all know Global Pandemic will not last forever and today or tomorrow Aviation industries would bounce back and we must not miss such good quality stock to buy on dips Rest Deatils can be Known from the chart
NSE:INDIGOLong
by Arshad_Khatib
1
BALMLAWRIE - 4.5% Dividened play!They have declared a Dividend of 6 Rupee per share, which translates to 4.54% (Most probably record date by Sept 26th). It's not bad as a 1 year FD. (With very probable up side in price... buying at value) It is corrected a lot after last week's Mid-cap & Small-cap bloodbath. Hence, I find it safe for short- mid term view. ~Disclosure: Invested. (Invest as per your views) ******************************* Rest stocks performance: ******************************* - Pondy Oxide: 8.6% Up - Gabriel: 7.8% Up - ITL: 6% Up - QuickHeal: 5.27% Up - Spencer: 2.16% Up ~~~~~Enjoy the treat~~~~~~~ :)
NSE:BALMLAWRIELong
by IIMA_Brat
2