Saturday, 28 November 2015

Update: Camphor & Allied Products Ltd - On The Move

Camphor & Allied Products LTD
Camphor & Allied Products Ltd. posted on the blog at 400 on 23rd October 2015.
 
The stock had a sharp rally to make fresh 52 Week High of 581+ on 27th November 2015.
In just one month,the stock has soared 45%.

Despite the rally the stock is around P/E of only 11.
Only listed peer and recent listing S H Kelkar trades at P/E of 50+.
With this Fresh 52 Week High i expect the focus to be on Camphor going forward.
The stock is still largely undervalued and i think the valuations catching up game has begun.

Posted by at

19 comments:

  1. Unknown28 November 2015 at 14:57

    does this company enjoy a moat advantage as the only other listed player is S H Kelkar. Any competition from unlisted entities ?

    ReplyDelete
  2. Anonymous28 November 2015 at 14:59

    Great work Mr. Doshi The Timing when u asked to buy this stock was impeccable as this is a fundamentally Strong and definitely Candidate for rerating.. I just wanna know since I had to sell this stock for some personal reason.. and it is still trading at low PE compared to Peers can one still look to own this Stock..Thanks

    ReplyDelete
  3. Nirav Karia28 November 2015 at 16:14

    Sir it is still a buy at cmp. I have none. Thnks

    ReplyDelete
    Replies
    1. The Ace Investor28 November 2015 at 20:36

      Still a better than S H kelkar, but difficult to say after almost 50% up move.

      Delete
    2. The Ace Investor28 November 2015 at 20:36

      Better bet^

      Delete
  4. Anonymous28 November 2015 at 18:13

    You are doing a great job Mr. Prem, what is your view on rico auto...

    ReplyDelete
    Replies
    1. The Ace Investor28 November 2015 at 20:36

      Thanks brother, Rico auto i am not tracking as of now.

      Delete
  5. Unknown28 November 2015 at 21:09

    Himanshu Gupta has given a target of 700 whch is based on technicals

    ReplyDelete
  6. AMIT28 November 2015 at 22:29

    Great work sir.....

    ReplyDelete
  7. Ashiq mehraj28 November 2015 at 23:48

    Sir please your view upon Istreet Network and do know when is the merger date of Pantaloon fashion thanks

    ReplyDelete
    Replies
    1. The Ace Investor29 November 2015 at 17:28

      Not able to understand iStreet Network, on the presentations and reports it is full of BIG TALKS and HOW BIG THE COMPANY IS but when we come to the Financial Data reported it has a turnover of mere 72 lacs with mounting losses... Don't trust this as an investment bet.

      Delete
    2. The Ace Investor29 November 2015 at 17:28

      Not aware about Pantaloons merger date.

      Delete
  8. Unknown29 November 2015 at 06:31

    Hello Mr. Prem, Thanks for your valuable recommendations, need to know your view on Snowman Logistics.

    ReplyDelete
  9. Anonymous29 November 2015 at 22:21

    Hi, ur view on Sankhya infotech, Aksh optifibre and Jagsonpal pharma?

    ReplyDelete
  10. Tanna3 December 2015 at 16:55

    PREMBHAI,

    STILL I CAN BUY CAMPHOR @ 540+

    ReplyDelete

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