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12/26/2017

Avantel: Best defence segment microcap pick.

*Avantel Ltd*
CMP: 456 T1: 600+ within 6 months tops
T2: will improvise based on valuations then.


Intro
They specialize in integrating technologies related to wireless front-end, Satellite Communication, Embedded systems, Signal Processing, Network management and Software developement.

12/02/2017

A risky bet for all my punter friends

The infamous trading company Kushal Ltd. which gave it's investors a whooping return of 8000% (2500% to this date) in 3 years is popping again and again on my scanners.
100% deliverables.
Volume growth from 126K (daily volume) to 831K in the past 5 days.
The promoters of this company bought 3.95 lakhs in the past 5 days.
A dividend was declared on 22nd November. (First time ever)
Surely something is brewing up here.
It's in the air that Kushal Ltd. is going to acquire Rainbow papers. This would virtually make Kushal Ltd. the biggest exporter of paper in the country.
Other rumour has it that Kushal will be shifted to a better BSE group. It's likely to be shifted to B group from T given its huge Market Cap (3216 cr) and improved EPS.
One rumour says that it's circuit limit is going to be changed and some say it will get an upgrade in credit rating.
But, it's tough to verify if either of the news is true.
The company has varied interests. It is a conglomerate who manufactures Kraft Papers used in packaging materials and ships it to Malaysia, Dubai, singapore, etc. from ports in Kandla and Dahej. They have around 600 clients around the globe.
They have a recycling unit which goes by the name Wealth Creators.
They are prominent developers in Ahmedabad with an eminent housing project in Ahmedabad, destined to be completed by 2020.
It's subsidiary in Dubai, Kashish worldwide F.z.e. is an established EXIM company.

Kushal has another wholly-owned subsidiary, Kushal Impex Ltd, based in Singapore.


It is believed that this script is a manipulators den and has been accused by many for wrong doings and other Financial crimes. It has been blamed for manipulative activities including pump and dump (balance sheet manipulation), cornering the market etc.
The broker's association had imposed a ban on this script. I.e. you won't be able to buy this script through most of the brokers in our country.
Despite of all this, the IT department, regulatory dept (SEBI), the auditors and the registrars don't see any flaw in the company's financials.

Say what, you may, but the promoters, originally Rag Pickers and Raddi Wallas have ventured into India's richest 300 list.

According to me, It's tough to manipulate a script that has a market cap of 3000+crore and is under the constant scrutiny of various authorities. And the company also gave a dividend in November, proving it's fundamentals.
So, for people who love to play with fire can venture into this.
As of me, I will buy 5-10 shares at CMP of 135 for experimental purpose.
Can this be a multibagger?
This company jumped from 2rs. to 469rs and back to 135rs and all this in just 3 years, so, I wouldn't be shocked to see this company at 600 levels.

The above views are purely opinions of a stock market speculator. One may invest at their own discretion.

10/27/2017

Please help me get my account back

Alpha_scripts:
My earlier account was Banned from Quora and I was alleged of Plagiarism.
One hater who had difference of opinion on a script (That too Sterlite Technologies which I recommended at 131 and is currently at 265), reported my post for copying it from a website. The only place I copied it from, was my own blog. And I had really taken lots of efforts to post this one. Everything in it was original and mine.
https://sharemarketguru7.blogspot.in/2017/04/10-top-multi-bagger-tip-futuristic.html?m=1
Since then I was reported for spam, plagiarism and what not.
All I want is for you to help me get my account back.
The steps for the same being:

1. Click on this link to visit my profile. (Since I am banned, I can't be searched)
https://www.quora.com/profile/Vaibhavv-Shah
2. Scroll down and click on Edit tab to the extreme left and next to know abouts.
3. Scroll down and click on the link:
If you feel this ban was made in error, you can appeal this decision by going to (link i.e. https://www.quora.com/contact) and select I want to appeal a moderation decision. Please mention that Vaibhavv Shah's content was original and you liked it.
4. It would be really helpful if you do so.
I don't have any ulterior motives or charge anything for any advice, I just do it for the love of finance. I had devoted a lot of time to maintain the blog and quora profile, it would all go in vain.







10/11/2017

Sadbhav Engineering: Seemingly a turn around story

Sadbhav Engineering: Another turn around story 
320 Target for short term, 355-420 target till Q4FY18

9/28/2017

E-Vehicles

Alpha_scripts:
We all know that the world will be running on Electric Vehicles by 2030.

Being in the stock market, we can all sense that electric vehicle car part makers will benefit heavily and considering that India’s first vehicles will roll out by 2020, it makes infinite sense to spot multibaggers in this space.

Typically, the following parts make up an electric vehicle:

Body Battery, Regenerative Braking, Drive System Microcontroller, Of course, tyres and other routine auto parts too.

We’ll do the batteries in this first installment.

About Electric Vehicle Batteries

If electric vehicles are to succeed, the batteries should help the car run longer miles long and be cost-effective.

Such batteries must power the car for a reasonable number of miles. There is already talk about developing Aluminum air batteries that will last 1,000 miles and cost the consumer about INR 3 per mile.

As technology advances, these costs will come down.

But before we experience Aluminum air batteries, we have to work with Lithium Ion batteries.

Lithium ion batteries, the first to get off the block, contain liquids, and this makes make them heavy. Sooner or later these will have to be replaced but we have to make do with them in the present.

On a side note, IBM is working on Lithium Air and other research labs are working on Aluminum air batteries that will use their respective metals as fuel. After a certain number of miles (One Aluminum Air battery lasts 1,000 miles), the batteries will have to be replaced.

So, while picking stocks, let’s focus on 2 prominent materials that will be used to manufacture EV batteries — Lithium (for the immediate future) and Aluminum (for the distant future).

Know that lithium and graphite (for the anodes) are used in Lithium Ion batteries.

Electric Vehicle Battery Stocks that can become Multibaggers

*MOIL* — supplies manganese which is used to make aluminum, steel and also will be a key ingredient in EV batteries.

*HBL Power Systems* — makes batteries for the defence and industrial sectors. Has presence in USA, Middle East and Europe. Can easily handle lithium batteries and changes in technology. Everything looks cool about it except for the fact that its price is a bloody laggard.

*Hindustan Copper* — mines copper and nickel, which are used in batteries

*Graphite India* — Graphite is used in EV batteries, but this stock has appreciated way too much

*Ashok Leyland* — will make electric buses and batteries in collaboration with SUN Mobility. Maybe it will take over Sun Mobility and start making batteries

Other quality battery makers like *Everready, Amara Raja and Panasonic* too will jump in the fray.

*Eon Electric*, a small company, also makes Lithium Ion batteries along with mobile parts and optic fibre cable stuff. Please study it in depth before  making any decision.

*Hindalco, Vedanta, National Aluminum* stocks have massive potential going forward irrespective of the fact whether Aluminum Batteries are made or not because aluminum is lightweight and will be used to make the car’s body.

*HEG* should do well too as it is into graphite electrodes (along with power and carbon), but its share price has jumped 3 times in the last 12 months.

*Rain Industries*, mines carbon which is used in making many electrical accessories for EVs.

*Himadri Specialty Chemicals* (suggested by Geordie Job Pottas, an independent equity researcher)

You may want to look at this languishing stock that has the potential to vroooom (but I’m unsure of the management) —  Orient Abrasives, which is into mining metals for creating aluminum and many components for EVs.

Alpha_scripts:
Other significant players:
ABB/ HBL power Systems/ Cummins/ Siemens/ Tata Power (Charging Infrastructure)

TVS/BAJAJ (2 wheelers)

Ashok Leyland/ Goldstone Infratech. (Electric Buses)

M&M/ Tata Motors

Atll auto/ Scooters India (3 wheelers)

Schneider Electric Infrastructure

Gravitas (metal/alloys for batteries)

Minda corp (R&D)

Eveready, Panasonic, Exide, Amara Raja Batteries

JBM auto/ SML Isuzu

JSW energy/ Kirloskar (diversified/ engine)

NTPC, PFC, PGC (finance)

Electrotherm (Yobykes, scooters, buses, motors, components, Rickshaws, R&D)
Since PMS was taking a lot of time and efforts, I decided to start of with a channel on Telegram by the name Alpha_scripts
The link for the same being: t.me/aceinvestorvaibhav
In this way, I will be able to give real time inputs. 


Surprise

Since PMS, was taking a lot of time and efforts, I decided to start of with a channel on Telegram by the name Alpha_scripts

The link for the same being: t.me/aceinvestorvaibhav

In this way, I will be able to give real time inputs. 

I will send an invite to those who have posted their numbers. 
If I miss out anyone, please comment below.

Note that, the broadcast sent via this channel are meagrely Stock Market Ideas shared for Information Purpose. 
One might consult their advisor before making any decisions.