Monday, 19 December 2016

Tea & Plantations up next

We played the Sugar cycle rally in the market by participating in Upper Ganges 220 to 500, DCM Shriram Industries 166 to 256, Ugar Sugar 33 to 73, Rajshree Sugar 70 to 90 and KM Sugar 7 to 30....All of them gave excellent returns.

We played the Paper cycle rally in the market by participating in Star Paper 59.85 to 205, Kuantum Paper(BSE) 202 to 556, Nirvikara(Balkrishna) 44 to 120. they all provided insane returns.

Now up next the focus should be on Tea & Plantation.
May not be as big opportunity as Sugar & Paper but still a very good one for atleast 30-60% odd gains.
In paper, valuation wise cheap names look like:-
Harrisons Malayalam Limited (CMP 66) Tea & Rubber.
Dhunseri Tea & Industries Limited (DTIL) (CMP 290) Tea.
Mcleod Russel (CMP 149) Tea.
Rossell India Ltd (CMP 91) Tea & Defense.

Rubber & Tea prices are moving up and are expected to move up further and faster now onwards.


Note: The above is not a research report but information as available on public domain and it should not be treated as a research report.


Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that i might have Harrisons Malayalam Ltd, Dhunseri Tea & Industries Ltd, Mcleod Russel India Ltd and Rossell India Ltd in my portfolio and hence my point of view can be biased. Readers should consult their financial advisory before any investments.

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48 comments:

  1. Pramod20 December 2016 at 21:44

    What is your view on Jayshree tea, Goodricke which are in the same sector?

    ReplyDelete
    Replies
    1. The Ace Investor16 January 2017 at 10:11

      The sector is good so many stocks are good.. But the best ones I already mentioned.

      Delete
  2. Pramod20 December 2016 at 21:47

    Also your view on Lykis whis is also in same sector: Mr Vijay Khedia has invested in this.

    ReplyDelete
  3. Unknown22 December 2016 at 23:18

    Have a look at Rishi Techtex. Especially 2016 AR.

    ReplyDelete
  4. ANAND25 December 2016 at 15:34

    Hi Sir,
    Wish you and your family a Merry Christmas.

    Sir need your views regarding PM Modi hint regarding long term capital gains tax increase which might happen in coming budget. This might cause more outflow of FIIs and if DIIs sell then there might be deep correction of our markets.
    Your valuable views please.

    ReplyDelete
    Replies
    1. Unknown3 January 2017 at 23:47

      FM Arun Jetaly declined this probability in thereafter speech after somedays

      Delete
  5. Nitin shah7 January 2017 at 08:42

    Enter your comment...sir AMD industries not moving i bought at 40 pl.advise

    ReplyDelete
  6. Definition Dental7 January 2017 at 11:23

    Hey, Wish you a Merry Christmas.

    ReplyDelete
  7. Akk10 January 2017 at 19:34

    Ur view on innovative tech pack. It has recently revived 500 cr order from dabur

    ReplyDelete
    Replies
    1. The Ace Investor12 January 2017 at 12:39

      Packaging companies.. well they are not much of a flavor anymore.. I would suggest avoid.

      Delete
  8. Akk10 January 2017 at 19:35

    Ur view on tanla pl

    ReplyDelete
  9. Nitin shah12 January 2017 at 08:39

    please sir advise about amd industries

    ReplyDelete
    Replies
    1. The Ace Investor12 January 2017 at 12:35

      Three mistakes of my life :-
      Amd, Arrow Text and Shree Ajit Pulp.

      Delete
    2. Aditya16 January 2017 at 23:14

      Hello Sir..Does it mean, we can exit from Shree ajit pulp

      Delete
  10. Cash money13 January 2017 at 03:49

    Any good penny stocks up for grab? What's your take on Compucom Software?

    ReplyDelete
    Replies
    1. The Ace Investor16 January 2017 at 10:11

      Penny Stocks I rarely buy... KM Sugar was the last.. and It provided excellent returns from 7 to 30+

      Delete
  11. parth rajput13 January 2017 at 21:41

    sir any your whatsapp or telegram group?

    ReplyDelete
    Replies
    1. The Ace Investor16 January 2017 at 10:10

      Nothing as such yet.. Would plan to start something and announce :)

      Delete
  12. Unknown14 January 2017 at 19:54

    Sir.. your views on Intense Technology ?

    ReplyDelete
    Replies
    1. The Ace Investor16 January 2017 at 10:10

      Good business.. I entered at 99 for trading, and now it has flared up to 170s.. Cannot say its a Value Buy at cmp.

      Delete
  13. Amudhan15 January 2017 at 07:29

    What about richa u have recommended in Jan 15 but the scrip is not performing for the last 2 years I am holding 5000 shares @avg price of 38/- pls sdvice

    ReplyDelete
    Replies
    1. The Ace Investor16 January 2017 at 10:09

      Bhai scrip has not moved on expected lines.. I am aware about it, I guess its still a good hold with focus on Railway business.

      Delete
    2. rajesh9 April 2017 at 21:27

      I believe this script will fly after this positive QOQ result. my target would be 120, if u want to accumulate more can start now at low.

      Delete
  14. Admin15 January 2017 at 09:18

    Hey Ace,

    I just subscribed to your blog. You have great content! If I have a specifc question can I email you?

    ReplyDelete
  15. Unknown17 January 2017 at 08:55

    Wt abt smruthi organics? Can hold or sell?

    ReplyDelete
  16. Amudhan17 January 2017 at 20:59

    Dear Sir
    Ur view on bhariya global the stk has moved at life time high and one of the research analyst suggested will give some good returns in short term ur adxise pls

    ReplyDelete
  17. Unknown18 January 2017 at 12:58

    Sir your view on kellton tech solution

    ReplyDelete
  18. panrutiyaar.family19 January 2017 at 09:03

    Sir don't you think Gst will effect tea sector in negative way?

    ReplyDelete
  19. Debraj Debnath20 January 2017 at 08:19

    Sir any new stock idea.

    ReplyDelete
  20. sathish20 January 2017 at 15:20

    Dear sir does abfrl have multibagger potential

    ReplyDelete
  21. P26 January 2017 at 20:52

    Sir, happy republic day to you and all your blog readers

    ReplyDelete
  22. Akk29 January 2017 at 19:28

    Ur view on Sona koyo steering

    ReplyDelete
  23. Akk29 January 2017 at 19:29

    Ur view on tanla

    ReplyDelete
  24. Amit9 February 2017 at 19:07

    Sir- whats the exit point for Harrisons? Should one exit after 20/25 % gains? Plz suggest

    ReplyDelete
    Replies
    1. The Ace Investor10 February 2017 at 15:26

      To each its own, I would personally hold Harrisons, I feel it can go upto 200 but I will start booking once 140 is taken out.

      Delete
    2. Unknown10 February 2017 at 16:40

      Sir I bought rossell and currently with 20% gain.

      Should i sell it or keep it, company reported losses for q3 dec

      Regards,
      Ravi

      Delete
    3. The Ace Investor11 February 2017 at 14:26

      To book profit or not is totally your call sir!

      Delete
    4. Unknown12 February 2017 at 12:11

      Thanks

      Delete
    5. Unknown13 February 2017 at 17:29

      Dear sir,
      Do you see more highs for tea industry

      Rgds,
      Ravi

      Delete
  25. Unknown10 February 2017 at 14:16

    dear sir,
    can you provide one long term large cap stock capable of 30 to 40 % returns every year.

    kind regards.
    ravi

    ReplyDelete
  26. Mohit10 February 2017 at 17:23

    Dear Ace,
    Your views on Arrow Textiles results.

    ReplyDelete
  27. Unknown11 February 2017 at 18:16

    Sir,
    Your views on Dynemic product results.

    ReplyDelete
  28. Unknown12 February 2017 at 15:06

    Sir, please share your view on PNB gilts, kanpur plast, sree rayalaseema hypo, Ommetal infra, nitin spinners at cmp

    ReplyDelete
  29. Unknown19 February 2017 at 11:40

    DTIL is back to same price, can it be entered again????

    ReplyDelete

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