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Monday, 29 February 2016
Saturday, 27 February 2016
DIALWEALTH KEY BUDGET EXPECTATION
DIALWEALTH EXCLUSIVE & BUDGET EXPECTATION
PBoC(China) and BoJ(Japan) hint at more easing
Both China’s and Japan’s central bank hinted at the possibility of taking additional accommodative measures in their respective monetary policy. The ChineseShanghai Composite index rebounded from a 6% loss on Thursday as the governor of the People's Bank of China Zhou Xiaochuansaid at the G20 finance meeting that the Asian giant has more room and tools to combat the economic slowdown.
Bank of Japan governor Harihuko Kurodaalso left the door open to more easing as he stated in a parliamentary session that it was “technically possible” to take a key rate further into negative territory.
KEY BUDGET EXPECTATIONS
The above news is positive for Indian markets it means easy liquidity once budget is out of the way and uncertainty is over Indian markets may see buying interest
The key concern for Indian markets is on taxation issue in the past also fiis were not happy when the MAT issue was raised (minimum alternate tax) this time also there is speculation that finance minister might remove STT(securities transaction tax) and change Long term Capital gains limit from 1 year to 3 year any such move on LTCG would have a far negative impact but changes are very low
To cut short if fiis get clear road map on taxation from the selling would stop and $ will start chasing growth as there is ample liquidity in world and expect USA cost of money(interest rates) are trending lower
If finance minister gives a clear road map on front of fiscal deficit and if fiscal deficit TARGET is in the range of RBI then Even RBI will surprise Street with 25bps rate cut in first week of March
We @DIALWEALTH are expecting
1)CLARITY ON MAT (RETROSPECTIVE TAXATION)
2)CLARITY ON LONG TERM CAPITALS GAINS TAX
3)FISCAL DEFICIT ROAD MAP
IF THE THINGS PAN OUT THE WAY WE ARE EXPECTING WE MAY SOON SEE BUYING INTEREST EMERGING LTCG ISSUE ARE PULLING BACK MARKET MAKERS TO BUY MIDCAP STOCKS AT THESE ATTRACTIVE LEVELS ONCE THERE IS CLERITY ON THAT GOOD QUALITY MIDCAPS WILL SEE MAJOR BOUNCE BACK ONCE AGAIN I WOULD LIKE TO STRESS ON THE POINT GOOD QUALITY MIDCAP
AS OF NOW I FEEL 6910 ON NIFTY IS IMPORTANT LEVEL AND IF BUDGET HAD CLARITY ON TAXATION FRONT NIFTY WILL RALLY TO AROUND 7300 LEVELS
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@Dialwealth
PBoC(China) and BoJ(Japan) hint at more easing
Both China’s and Japan’s central bank hinted at the possibility of taking additional accommodative measures in their respective monetary policy. The ChineseShanghai Composite index rebounded from a 6% loss on Thursday as the governor of the People's Bank of China Zhou Xiaochuansaid at the G20 finance meeting that the Asian giant has more room and tools to combat the economic slowdown.
Bank of Japan governor Harihuko Kurodaalso left the door open to more easing as he stated in a parliamentary session that it was “technically possible” to take a key rate further into negative territory.
KEY BUDGET EXPECTATIONS
The above news is positive for Indian markets it means easy liquidity once budget is out of the way and uncertainty is over Indian markets may see buying interest
The key concern for Indian markets is on taxation issue in the past also fiis were not happy when the MAT issue was raised (minimum alternate tax) this time also there is speculation that finance minister might remove STT(securities transaction tax) and change Long term Capital gains limit from 1 year to 3 year any such move on LTCG would have a far negative impact but changes are very low
To cut short if fiis get clear road map on taxation from the selling would stop and $ will start chasing growth as there is ample liquidity in world and expect USA cost of money(interest rates) are trending lower
If finance minister gives a clear road map on front of fiscal deficit and if fiscal deficit TARGET is in the range of RBI then Even RBI will surprise Street with 25bps rate cut in first week of March
We @DIALWEALTH are expecting
1)CLARITY ON MAT (RETROSPECTIVE TAXATION)
2)CLARITY ON LONG TERM CAPITALS GAINS TAX
3)FISCAL DEFICIT ROAD MAP
IF THE THINGS PAN OUT THE WAY WE ARE EXPECTING WE MAY SOON SEE BUYING INTEREST EMERGING LTCG ISSUE ARE PULLING BACK MARKET MAKERS TO BUY MIDCAP STOCKS AT THESE ATTRACTIVE LEVELS ONCE THERE IS CLERITY ON THAT GOOD QUALITY MIDCAPS WILL SEE MAJOR BOUNCE BACK ONCE AGAIN I WOULD LIKE TO STRESS ON THE POINT GOOD QUALITY MIDCAP
AS OF NOW I FEEL 6910 ON NIFTY IS IMPORTANT LEVEL AND IF BUDGET HAD CLARITY ON TAXATION FRONT NIFTY WILL RALLY TO AROUND 7300 LEVELS
You may follow our blog
www.dialwealth.wordpress.com
www.dialvalue.blogspot.in
Do like
www.facebook.com/dialwealth.in
FOR LIVE UPDATES ON MOBILE WHATSAPP ME YOUR NAME TO 9930441584
@Dialwealth
DIALWEALTH VALUE PICK TURN AROUND STORY
DIALWEALTH VALUE PICK HIDDEN GEM MULTIBAGGER STOCK OF THE YEAR 2016
I HAVE BEEN RECEIVING LOTS OF MAIL AND QUERIES REGARDING WHAT TO BUY IN FALLING MARKETS WHICH HAS LOADS OF INTRINSIC VALUE AND A GOOD BUSINESS POTENTIAL HERE IS MY PICK OF THE YEAR TO ALL MY CLIENTS AND FOLLOWERS AND THIS WILL BE MY STOCK PICK OF THE YEAR 2016 WHICH WILL GIVE SUPERLATIVE RETURNS
NOTE:-PLEASE READ THE REPORT CAREFULLY AND UNDERSTAND THE COMPANY AND BUSINESS BEFORE INVESTING
Scrip name :JHS Svendgaard Laboratories
cmp-20
Nse listed
Bse Code:532771
Target:100
mcap-50 crores
Duration :12 months
Return:500%
Business:Starting with manufacturing of only Toothbrushes the company widened its scope to Toothpastes, Mouthwash and Denture Tablets and today is an oral care product manufacturer and exporter. Apart from working on its own brands the company also offers Contract Manufacturing Partnership to brands in the domestic and the international market. One of the most prominent brands
manufactured under the company’s name is Dr. Gold which was launched in April 2009 with economy, mid economy and premium
Toothbrush categories.Some of the prominent brands partnered with in the domestic market are P&G, Amway India Enterprises Pvt. Ltd., Dabur India Limited, Elder Health Care Limited, J. L. Morison’s India Limited and in the international market are – Dr Fresh
manufactured under the company’s name is Dr. Gold which was launched in April 2009 with economy, mid economy and premium
Toothbrush categories.Some of the prominent brands partnered with in the domestic market are P&G, Amway India Enterprises Pvt. Ltd., Dabur India Limited, Elder Health Care Limited, J. L. Morison’s India Limited and in the international market are – Dr Fresh
Tano mauritius,the private equity firm which got a great success ratio, bought shares worth 25crs at 98rs around 2010
What went wrong:-Company took many small clients for volume growth resulting in sticky receivables .Few large clients halved their off-take.Numbers nosedived and company postedlosses.Input prices went through the roof but because of fixed price contracts company couldn’t pass it to the clients.The company had one of the worst financial years during 2010-2014.
Whats happening right:It sacrificed the smaller clients and concentrating on fulfilling the requirements of the large reputed ones.Changed its business model in an unique manner where the clients would pass on to everything and JHS would only concentrate on global product quality and timely delivery.In this way it would avoid the prolonged receivable cycle and any volatile input prices.Merged its group companies for better synergies.Started exporting again after a long time.A stock worth betting on at present prices.
JHS SVENDGAARD is a perfect fmcg proxy.Thelargest toothbrush manufacturer from India(300 million tooth brushes).It caters to the need of 1 trillion Proctor and gamble in our country.Thecompany has got number of amazing tax and excise benefits.Replacement cost of its assets would be minimum 300-400crs.Present marketcap is only 75crs.
JHS has a client base of strong & leading players in the Industry.
Proctor & Gamble : JHS manufactures ‘ORAL B’ toothbrushes for P&G.
Pantaloon : ‘SACH’ brand for toothpaste & toothbrush.
Dr. Fresh : ‘Dr.Fresh’ is the largest selling oral care brand in America.
Himalaya : Leaders in premium dental cream market.
Dabur : Owns big brands like ‘Promise’, ‘Babool’, ‘Dabur Red’, ‘Meswak’.
Elder Healthcare : Sells mouthwash & other dental care under ‘AMPM’ brand.
Aquawhite : Sells premium category mouthwash & dental whitening gel.
Lavoris : One of the leading oral care brands in America.
recently promoters infused around 30 crores to clear old debts company will be debt free by this year and will be posting strong results and will be the turn around story of the year
promoters have recently increased there stake in the company from 37.55% to around 44.8%
Here is the link to recent interview of companies management given to cnbc
Conclusion:The company is in the early stages of an emerging opportunity. Buoyant trends in the oral-care segment augur well for contract manufacturers, with FMCG players launching new products. For JHS the opportunities are in catering to the rapidly expanding retailers.Thecompany is growing rapidly and this phase will continue for the next 2-3 years.The company has the potential to be one of the largest company in the Indian dental care industry. Those who are looking to invest in stocks from a very long term view i.e 1year+ or more.Thisstock is a must in their portfolio. This stock can give superlative returns in the long run.Its not a play on valuation metrics but a play on potential,robust prospects and great future.Should give multibagger returns in the next 5 years it will be a 10 or 20 bagger in times to come.
Present fall in global and indian market should be seen as a chance to buy stocks like jhs. even during such falling markets stock is hitting 52week highs which suggests insiders are accumulating the stock at every price once the mood of market changes this stock wont be available one should try and accumulate this stock as it has lot of value.
Another big news is patanjali is in talks with jhs for contract manufacturing as it has huge spare capacity and good quality control
USE ALL THE DECLINE IN THE MARKETS TO BUY THIS STOCK SOME DAY MARKET AND SENTIMENTS WILL TURN AND DURING GOOD TIMES WE WONT GET THIS STOCK AS THE STOCK IS DEBT FREE AND BUSINESS IS GLOBAL AND REPLACEMENT COST OF THE SAME IS BETWEEN 300 TO 400 CRORES WHILE MARKET CAP IS JUST 75 CRORES
FOR LIVE STOCK MARKET UPDATES ON MOBILE WHATSAPP ME YOUR NAME TO 9930441584
YOU CAN ALSO VISIT OUR BLOG FOR PREVIOUS MULTIBAGGER IDEAS WITH DETAILED REPORT
IF YOU LIKE OUR INFORMATION AND UPDATES YOU CAN LIKE OUR FACEBOOK PAGE
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 have JHS SVEENGAARD Ltd in my portfolio and hence my point of view can be biased. Readers should consult their financial advisory before any investments.
DO VISIT OUR OTHER BLOG www.dialwealth.wordpress.com
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@DIALWEALTH
Dialwealth Exclusive
MOST IMPORTANT ARTICLE IF YOU ARE SERIOUS ABOUT YOUR HARD EARNED MONEY A MUST READ 😇
Dear clients friends & followers
if you are serious about compounding your money over a period of time you should read this article seriously and try to understand I am very sure the minute you understand it you will start feel more confident about your investment and start viewing the current fall as an opportunity rather then feeling bad about the current fall in market
When stock markets become volatile, investors get nervous. In many cases, this prompts them to take money out of the market and keep it in cash. Cash can be seen, felt and spent at will, and having money on hand makes many people feel more secure. But how safe is it really? Read on to find out whether your money is safer in the market or under your mattress.
There are definitely some benefits to holding cash. When the stock market is in free fall, holding cash helps you avoid further losses. Even if the stock market doesn't fall on a particular day, there is always the potential that it could have fallen. This possibility is known as systematic risk, and it can be completely avoided by holding cash. Cash is also psychologically soothing. During troubled times, you can see and touch cash. Unlike the rapidly dwindling balance in your portfolio, cash will still be in your pocket or in your bank account in the morning.
However, while moving to cash might feel good mentally and help you avoid short-term stock market volatility, it is unlikely to be a wise move over the long term.
www.dialwealth.wordpress.com
When your money is in the stock market and the market is down, you may feel like you've lost money, but you really haven't. At this point, it's a paper loss. A turnaround in the market can put you right back to break even and maybe even put a profit in your pocket. If you sell your holdings and move to cash, you lock in your losses. They go from being paper losses to being real losses with no hope of recovery. While paper losses don't feel good, long-term investors accept that the stock market rises and falls. Maintaining your positions when the market is down is the only way that your portfolio will have a chance to benefit when the market rebounds.
Inflation Is a Cash Killer
While having cash in your hand seems like a great way to stem your losses, cash is no defense against inflation. You think your money is safe when it's in cash, but over time, its value erodes. Inflation is less dramatic than a crash, but in some cases it can be more devastating to your portfolio in the long term.
www.facebook.com/dialwealth.in
Opportunity cost is the cost of an alternative that must be forgone in order to pursue a certain action. Put another way, opportunity cost refers to the benefits you could have received by taking an alternative action. In the case of cash, taking your money out of the stock market requires that you compare the growth of your cash portfolio, which will be negative over the long term as inflation erodes your purchasing power, against the potential gains in the stock market. Historically, the stock market has been the better bet.
www.dialwealth.wordpress.com
When you sell your stocks and put your money in cash, odds are that you will eventually reinvest in the stock market. The question then becomes, "when should you make this move?" Trying to choose the right time to get in or out of the stock market is referred to as market timing. If you were unable to successfully predict the market's peak and sell, it is highly unlikely that you'll be any better at predicting its bottom and buying in just before it rises.
www.facebook.com/dialwealth.in
Common sense may be the best argument against moving to cash, and selling your stocks after the market tanks means that you bought high and are selling low. That would be the exact opposite of a good investing strategy. While your instincts may be telling you to save what you have left, your instincts are in direct opposition with the most basic tenet of investing. The time to sell was back when your investments were in the black - not when you are deep in the red.
Buy and Hold on Tight.
You were happy to buy when the price was high because you expected it to go higher. Now that it is low, you expect it to fall forever. Look at the markets over time. They have historically gone up. Companies are in business to make money. They have a vested interest in profitability. Investing in equities should be a long-term endeavor, and the long term favors those who stay invested.Serious investors understand that the markets are no place for the faint of heart.
This is also the time to review the strength and weakness of our portfolio and make necessary reshuffling to make it ready for next up move.Don't hesitate to sell the stock of a company in loss if we could find a better opportunity in another one considering the changing business environment.
This Tuesday after the Union budget we will update you on all our recommended stocks and we have also identified 3 to 4 new growth stocks where you can invest this Tuesday we will make a model portfolio and send you
As far as asset class are concerned gold real estate equities and fix deposit only equities and real estate have given you life changing returns but problem with real estate is you need minimum 20lacs to start investment and its not a liquid asset but in equities you can start even with one lac and make a fortune if you are with good business and good management so stick to equities and buy good quality stocks during the carnage at attractive value
The only reason why mutual fund gives superior returns is the invest in SIP mode and add on to good stocks at lower levels
In the month of March we will send you 3 multibagger growth ideas which will change your fortunes if you stay invested for more then 18 months
By Tuesday you will also receive a modal portfolio
Do share this with all the friends and relatives who are afraid of the current fall in market I hope this will help them and change there view and they will start looking this as an opportunity to make fortunes
Note:-one should only invest money with good company with sound fundamentals and good quality management
Good quality management is the most important thing to know because even if the business prospects are good but the people running them are cheats it will in no way help to make money
IF YOU LIKE OUR INFORMATION AND UPDATES DO LIKE OUR FACEBOOK PAGE
www.facebook.com/dialwealth.in
For live updates on mobile WhatsApp me your name to 9930441584
#jimit shah
@Dialwealth
Dear clients friends & followers
if you are serious about compounding your money over a period of time you should read this article seriously and try to understand I am very sure the minute you understand it you will start feel more confident about your investment and start viewing the current fall as an opportunity rather then feeling bad about the current fall in market
When stock markets become volatile, investors get nervous. In many cases, this prompts them to take money out of the market and keep it in cash. Cash can be seen, felt and spent at will, and having money on hand makes many people feel more secure. But how safe is it really? Read on to find out whether your money is safer in the market or under your mattress.
There are definitely some benefits to holding cash. When the stock market is in free fall, holding cash helps you avoid further losses. Even if the stock market doesn't fall on a particular day, there is always the potential that it could have fallen. This possibility is known as systematic risk, and it can be completely avoided by holding cash. Cash is also psychologically soothing. During troubled times, you can see and touch cash. Unlike the rapidly dwindling balance in your portfolio, cash will still be in your pocket or in your bank account in the morning.
However, while moving to cash might feel good mentally and help you avoid short-term stock market volatility, it is unlikely to be a wise move over the long term.
www.dialwealth.wordpress.com
When your money is in the stock market and the market is down, you may feel like you've lost money, but you really haven't. At this point, it's a paper loss. A turnaround in the market can put you right back to break even and maybe even put a profit in your pocket. If you sell your holdings and move to cash, you lock in your losses. They go from being paper losses to being real losses with no hope of recovery. While paper losses don't feel good, long-term investors accept that the stock market rises and falls. Maintaining your positions when the market is down is the only way that your portfolio will have a chance to benefit when the market rebounds.
Inflation Is a Cash Killer
While having cash in your hand seems like a great way to stem your losses, cash is no defense against inflation. You think your money is safe when it's in cash, but over time, its value erodes. Inflation is less dramatic than a crash, but in some cases it can be more devastating to your portfolio in the long term.
www.facebook.com/dialwealth.in
Opportunity cost is the cost of an alternative that must be forgone in order to pursue a certain action. Put another way, opportunity cost refers to the benefits you could have received by taking an alternative action. In the case of cash, taking your money out of the stock market requires that you compare the growth of your cash portfolio, which will be negative over the long term as inflation erodes your purchasing power, against the potential gains in the stock market. Historically, the stock market has been the better bet.
www.dialwealth.wordpress.com
When you sell your stocks and put your money in cash, odds are that you will eventually reinvest in the stock market. The question then becomes, "when should you make this move?" Trying to choose the right time to get in or out of the stock market is referred to as market timing. If you were unable to successfully predict the market's peak and sell, it is highly unlikely that you'll be any better at predicting its bottom and buying in just before it rises.
www.facebook.com/dialwealth.in
Common sense may be the best argument against moving to cash, and selling your stocks after the market tanks means that you bought high and are selling low. That would be the exact opposite of a good investing strategy. While your instincts may be telling you to save what you have left, your instincts are in direct opposition with the most basic tenet of investing. The time to sell was back when your investments were in the black - not when you are deep in the red.
Buy and Hold on Tight.
You were happy to buy when the price was high because you expected it to go higher. Now that it is low, you expect it to fall forever. Look at the markets over time. They have historically gone up. Companies are in business to make money. They have a vested interest in profitability. Investing in equities should be a long-term endeavor, and the long term favors those who stay invested.Serious investors understand that the markets are no place for the faint of heart.
This is also the time to review the strength and weakness of our portfolio and make necessary reshuffling to make it ready for next up move.Don't hesitate to sell the stock of a company in loss if we could find a better opportunity in another one considering the changing business environment.
This Tuesday after the Union budget we will update you on all our recommended stocks and we have also identified 3 to 4 new growth stocks where you can invest this Tuesday we will make a model portfolio and send you
As far as asset class are concerned gold real estate equities and fix deposit only equities and real estate have given you life changing returns but problem with real estate is you need minimum 20lacs to start investment and its not a liquid asset but in equities you can start even with one lac and make a fortune if you are with good business and good management so stick to equities and buy good quality stocks during the carnage at attractive value
The only reason why mutual fund gives superior returns is the invest in SIP mode and add on to good stocks at lower levels
In the month of March we will send you 3 multibagger growth ideas which will change your fortunes if you stay invested for more then 18 months
By Tuesday you will also receive a modal portfolio
Do share this with all the friends and relatives who are afraid of the current fall in market I hope this will help them and change there view and they will start looking this as an opportunity to make fortunes
Note:-one should only invest money with good company with sound fundamentals and good quality management
Good quality management is the most important thing to know because even if the business prospects are good but the people running them are cheats it will in no way help to make money
IF YOU LIKE OUR INFORMATION AND UPDATES DO LIKE OUR FACEBOOK PAGE
www.facebook.com/dialwealth.in
For live updates on mobile WhatsApp me your name to 9930441584
#jimit shah
@Dialwealth
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