Himalaya International limited - Jan 2018

ISIN : INE552B01010
Website : http://www.himalyainternational.com/
Event : Promoter stake increase during Oct 2016 to Dec 2016
Mode : Off-Market Purchase

Update :
Reforms are in progress, we continue to keep watch on management views with caution.

Reference:
http://www.bseindia.com/xml-data/corpfiling/AttachHis/517cd118-04f6-4bc1-bbc9-1608fa7703be.pdf

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog.

Fedders Lloyd - Feb 2017

ISIN: INE249C01011 

Website: http://www.fedderslloyd.com/

Event: Off-Market purchase by promoter

Fedders Lloyd is a great buy at current levels. Havells deal is a big positive as Fedders is getting huge amount just for removing the word Lloyd from its company name. The money will be deployed to reduce debt burden which is the only problem with Fedders. Now the company is entering its golden phase where it can expand profit margins and create value for shareholders. We expect a good Special Dividend from the company with June quarter results. Fedders might soon merge with Lloyd Electric which would be another positive trigger for both companies.

Reference: Moneycontrol.com

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog

Divis Lab - Feb 2017

ISIN: INE361B01024

Website: www.divislabs.com

Event: Fundamentally strong company's stock prices crashed due to USFDA notice

In my opinion this is a systemic risk for all pharma stocks. Given the sharp reaction today it is time to get in. Company has proved itself and I am sure 6 months down the line things would look different. Many Indian manufacturers are still miles away from US standards. But that is a risk which all of them needs to cross to survive profitably

Reference: http://forum.valuepickr.com/t/divislab/1272/16

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog

Krebs Biochemicals - Feb 2017

ISIN: INE268B01013 

Website: http://krebsbiochem.com/

Event: Promoter stake increase during last year. Now there are signs of initiating production in last 

If you look at the figures, they have zero sale in the last couple of quaters, yet what warrants the price.I know they are working on a very niche way to produce certain pharma based products using the process of fermentation, but when will it materialize and by the time it does will it be actually used by any other pharma company as a raw material or directly be used as a product that be sold OTC.Many unknows, but have some gut feeling that this might be a good stock to stay invested in, 

Reference: http://value-picks.blogspot.in/2010/11/diwali-wishes.html

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog

Ester Industries - Feb 2017

ISIN : INE778B01029

Website : http://www.esterindustries.com/
Event : Promoter stake increase during Oct 2016 to Dec 2016
Mode : Off-Market Purchase

Rationale:
Promoter stake has increased due to improvement in their new product line of specialty polymers, company is confident of improving their margins in quarters to come. Company wants to transform themselves from commodity based to innovation based one. They have 18 patents and 8 of them have IPR.

Reference:

http://www.esterindustries.com/sites/default/files/Ester_Industries_Q2_FY17_Result_Presentation.pdf

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog.

Himalaya International limited - Feb 2017

ISIN : INE552B01010

Website : http://www.himalyainternational.com/

Event : Promoter stake increase during Oct 2016 to Dec 2016

Mode : Off-Market Purchase

Rationale:

Promoter stake has increased after they won a case against Simplot (Failed JV) in Singapore Court, the story looks like turnaround and recently announced re-structure measures.

Reference:

Interesting discussion happening in valuepickr forum

http://forum.valuepickr.com/t/himalya-international-similar-to-tasty-bites-and-adf-foods-turn-around-story/8922/19

Stocks discussed in this post are for educational purpose only and not recommendations to buy or sell. Please contact a certified investment adviser for your investment decisions. Please read disclaimer towards the end of blog.