Sensex 37937 closed at 38337 level in short week of new three trading days

(Gujarat News Representative) Mumbai, August 10, 2019, Saturday

The central government has made a historic decision to cancel the provision of Article 8 in Jammu and Kashmir and make Jammu and Kashmir and Ladakh separate union territories. Last week, the Reserve Bank of India reviewed its lending policy last week by reducing the expected repo rate by 1.8 per cent. Despite the public's attempt to improve business sentiment, the economic slowdown The dual situation in the country had a negative impact of RBI svikarata share views on the markets that day. But the Prime Minister's Office last week urged Finance Minister to overturn FPIZ-Foreign portfolio investors 'displeasure over foreign investment investors' plunder of Rs 1 lakh crore in one month after foreign fund displeasure over the stock markets. Fair Thinking and Different Industries Crisis, including Automobiles In the last two days of the fund's all-round rally, the Sensex has gained 5 points and the Nifty has jumped 5 points in anticipation of rollback, including surcharges being held among investors and investors, to provide relief packages to these industries. Along with this, small, mid cap stocks have rebounded. The surplus on FPIs is likely to see a boom in the coming days, with circumstances leading to the withdrawal or relief announcement in the coming weeks and the announcement of an incentive package for the industry.

The possibility of surcharge rollback on FPIs, even if and when you look at the specifics of the Finance Minister

At the weekend's meeting with Finance Minister Nirmala Sitharaman, with the FPIZ-Foreign Portfolio Investors, there was no indication of whether the finance minister would rollback the matter after hearing the FPIZ representatives. But given the sentiment that has deteriorated in recent days and the economic slowdown in the country does not make matters worse, there is no immediate option for the government except for rollback. With capital raising as the main medium for the government and corporate India to raise funds, even for the government, the sentiment of the market can be exacerbated by increasing economic crisis. In the wake of the provision of a surplus of crores of rupees from FPIs, investors' capital assets in the shares are eroding as much as Rs 1 lakh crore and thus, the long term capital gains tax (LTCG) has not been completed yet. At that time, there was a need to rethink the budgetary provisions that proved to be such a boomerang. Funds, experts and high net worth investors have begun to re-invest in stocks that have been preparing for reconsideration this past week. So the opportunity to buy small, mid cap stocks for medium to long term fundamentally robust companies with good attractive prices is now advisable.

Finance Minister's decision in new short week, crude oil prices, rupee-dollar fluctuations, monsoon watch

Following the meetings held last week by Special Finance Minister Nirmala Sitharaman in the new short week, the package of rollback, relief and incentives has now been announced that the market will have a special eye on it. With this, the US dollar is set to plunge to a strong dollar against the rupee, and it will be on the watch. With the success of international prices of crude oil and monsoon across the country, the situation of the rainy season becomes more difficult now than it is for the drought. With stock markets closing on Monday, August 7, the goat-eid on Monday, August 9, with stock markets closing on Thursday, August 8, Independence Day is expected to see Sensex close at 3 and the Nifty close at 3. General Chat Chat Lounge

Dark Horse: Explanation about the results of Deepak Nitrite Ltd.

In a recommendation on the Deepak Nitrite Limited stock made here last Sunday, the company issued a standalone result in the first quarter results from April 1 to June 7. Consolidated results were not released. The company reported a net income increase of 8.5 percent to Rs 1.8 crore on a consolidated basis, while net profit increased by 8 percent to Rs 8.5 million compared to Rs 1.8 crore quarterly. Has registered Rs. On a consolidated basis, the company earned a net profit of Rs 5 crore in the last full year 6-8, registering a net profit of Rs 1.8 crore and earning Rs 5 per share.

As per the clarification made by Deepak Nitrite Limited Executive Director and CEO Umesh Asikar, Director Finance and Chief Financial Officer Sanjay Upadhyay and Senior General Manager Somshekhar Nanda, the company has done good work on a standalone basis. Deepak nitrite has benefited from the slow growth in China and the loss of global supply chains. Basic Chemicals Segment has gained positive earnings growth with a good stake in the demand for nitro derivatives. The Fine and Specialty Chemicals segment has been a steady activity. The business cycle is expected to improve in the coming quarters. The company has seen phenomenal fluctuations in the price of phenol due to global slowdown in the auto industry, thereby affecting demand for phenol-based derivatives. Deepak Phenolics Ltd. has been operating continuously and the company increased its capacity utilization by more than 5% in the first quarter from April to June 1. Margin is expected to be under pressure in the second quarter of the financial year 1-3 due to monsoon. Which is expected to increase significantly in the third quarter and fourth quarter. The company is expected to raise worldwide phenol prices from the third quarter. The company's first quarter has grown by 4% to Rs 1 crore. Income from exports has increased by 5% to Rs. 1 crore. The company is developing a downstream product of acetone. Which would be self-absorbed, about 5 percent of total acetone production. The company's total debt stood at Rs 5 crore at the end of June 1. The company expects capital expenditure to be around Rs 1 crore in FY 6, with Rs 3 to Rs 5 crore for Deepak Nitrite and Rs 1 crore to Rs 1 crore for Deepak Phenolics.

Dark Horse: Podar Pigments Ltd.

BSE (1), NSE Listed, Rs. 8 Paid-up, ISO 9001: 2008 Certified, Manufacturing of Fiber Grade Masterbatches for Dope Dyeing of Polypropylene, Nylon and Polyester Multifilament Yarn / Fibers, Pigmented Pigments, India's First Company of India. LIMITED) Man-made Fibers (MMF), a company with manufacturing capacity of 1.5 tonnes of fiber grade masterbatchs at Jaipur, India, annually Vid Plastic is also manufacturing color and additive masterbatches for doping dyeing of compound plastics as well as engineering plastics. Which is a very essential product for textile and plastic products. The company is manufacturing masterbatches for specialty and general purpose applications such as automotive, carpets, home-furnishings, apparels, non-woven fabrics, technical fabrics and so on. In addition, the company manufactures various plastic applications and engineering plastics as well as color and additive masterbatches for compounds.

Manufacturing facilities: Jaipur-Rajasthan has a production capacity of 5 tonnes per year, with 6 employees.

Man-made fibers: polyester, polypropylene and polyamide. In Polyester, the company has 1 mono / single pigment masterbatch, more than 3 tailor-made masterbatchs, which are used in textile process and textile, home furnishing, automotive, upholstery, luggage and lamination fabrics. The company has a range of masterbatch for polypropylene for every kind of process, application and use. Widely used in BCF, CF and POY processes and in carpets, home furnishing, upholstery, hosiery-ware, PP strapping, non-woven and spun bonded fabrics. Company for polyamide ૫૦ Mono / single pigment master, and more. Has. Used in auxiliaries, carpets, home furnishings, upholstery, hosiery, automobiles and non-woven vans.

Plastics and Packaging: In addition to Companywhite, Black and Color Masterbatch, it also manufactures various High Purity Additive Masterbatch. Used for various PE, PP and PET films, injection and blow molding PP spun bonded non-woven fabrics, PET bottles, etc. The company manufactures black masterbatches for irrigation pipes and laterals. The company has developed master batches for PP plumbing pipes and PP-R plumbing pipes for fittings. In addition, Jelly Field produces high quality master batches for telecom cables and for optical fiber cables. It also produces high quality color and additives masterbatch for cosmetics, furniture, luggage, domestic home appliances, injection, blow and roto molding applications for automotive and chemicals and water storage tanks segments.

Engineering Compounds: The Company's MasterPlus Engineering Plastic Compounds products are used for consumer products, electrical switches and other electrical components, home appliances, automotive, telecommunications, railways, national defense and various other applications.

The use of polymer in India is projected to increase in the coming years with packaging applications, infrastructure growth, modernization of the agricultural sector, improvement in healthcare facilities, lifestyle changes and increase in cost of living of people. Food and processed food items, FMCG and cosmetics are the leading driving industries for the sector. India's plastics industry is growing at a rate of 5% annually. The use of masterbatches is also associated with the use of polymers and synthetic dop dyed fibers. The local market is projected to grow at an annualized rate of 5% in the next few years. The per capita consumption of plastic in India is less than 5 kilograms. Which is equal to 5.5 kilograms in the United States, 5.5 kilograms in China, and 6.5 kilograms in Brazil. However, the polymer industry is growing at 1.5 times India's GDP growth. The global textile fiber industry is projected to rise from the present 2 lakh tonnes to around 1 lakh tonnes by year 1. Of which polyester is expected to be more than 5%. India's share in global production is also estimated to increase from 5% to 5% today. The growth of the fiber industry is likely to retain the maximum contribution of polyester fiber and yarn. In addition, India has a very strong position on the local textile front. While the per capita consumption of global man-made fibers is 5 kilograms per annum, in India, the consumption is about 8 kilograms. So there is scope for a big growth in local consumption as well.

On the export front, the company has begun to consolidate its existence by entering some of the world's largest masterbatch markets. The company is constantly focusing on developing new and innovative products to stay ahead of the competition. Due to rising costs, declining support from the government and severe pollution control standards, the major player in global markets is reducing its existence in China, which has made it easier for Indian companies to increase their global stake.

Share holding pattern: Promoters hold 5.9%, Foreign portfolio investors have 1.7%, Among high net worth investors Manson Mahesh Bangs with 8%, Pramila Maheshkumar Bangs with 8.5%, Subramanian P with 3.8%, Corporate Bodies have a percentage of 5.5%. Thus the individual share capital holders up to Rs 1 lakh have a total holding holding of 8%.

Book value: Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 5, Rs 5 for March 7, Rs 5 for March 5. Expected March 5, Rs

Dividend: 1% in Year 1, 3% in Year 1, 3% in Year 1, 3% in Year 1, 3% in Year 1, 3% in Year 1, 3% in Year 1, 3% in Year 1

Financial consequences:

(2) Full year April 1 to March 3: Net income increased by 8 percent to Rs 8 crore from Rs 1.8 crore, while NPM net profit decreased by 5 percent to Rs 5 crore compared to Rs 8 crore. Revenue per share has dropped from Rs 5 to Rs 5.6 crore.

(૨) પ્રથમ ત્રિમાસિક એપ્રિલ ૨૦૧૯ થી જૂન ૨૦૧૯ :ચોખ્ખી આવક રૂ.૮૬.૧૭ કરોડની તુલનાએ ૧૨ ટકા વધીને રૂ.૯૬.૯૦ કરોડ મેળવીને એનપીએમ ૪.૯૦ ટકા થકી ચોખ્ખો નફો રૂ.૩.૨૪ કરોડની તુલનાએ ૪૭ ટકા વધીને રૂ.૪.૭૭ કરોડ નોંધાવી શેર દીઠ ત્રિમાસિક આવક રૂ.૪.૫૦ હાંસલ કરી છે.

(૩) અપેક્ષિત પૂર્ણ વર્ષ એપ્રિલ ૨૦૧૯ થી માર્ચ ૨૦૨૦ :અપેક્ષિત ચોખ્ખી આવક રૂ.૩૯૭.૨૫ કરોડ પર અપેક્ષિત ૫.૨૫ ટકા નેટ પ્રોફિટ માર્જિન-એનપીએમ થકી ચોખ્ખો નફો રૂ.૨૦.૮૭ કરોડ મેળવીને શેર દીઠ આવક રૂ.૧૯.૬૭ અપેક્ષિત છે.

(૪) વેલ્યુએશન :સિંગલ B ઃડાયઝ અને પિગ્મેન્ટ ઉદ્યોગના સરેરાશ ૧૫ના પી/ઈ સામે કંપનીને મર્યાદિત રહીને ૯નો પી/ઈ આપીએ તો પણ રૂ.૧૭૭ને આંબી શકે એ માટે વેલ્યુએશન સિંગલ B. ભારતમાં પોલીમર અને પોલીયેસ્ટનો માથાદીઠ વપરાશ હજુ ઓછો છે, આ સેગ્મેન્ટમાં માંગ વૃદ્વિ અપેક્ષિત છે. કંપની સિન્થેટિક ફાઈબર ઉદ્યોગ માટે માસ્ટરબેચીઝનું ઉત્પાદન કરવામાં અગ્રણી છે પોલીયેસ્ટર, નાયલોન અને પોલીપ્રોપીલિન્સ બેઝડ સ્પેશ્યાલિટી અને સામાન્ય ઉદ્દેશોએ ઓટોમોટીવ્ઝ, કાર્પેટ્સ, હોમ-ફર્નિંશિંગ્સ, અપેરેલ્સ, નોન-વુવન ફેબ્રિક્સ, ટેકનીકલ ફાઈબર વગેરેમાં ઉપયોગ થાય છે. કંપનીના ઉત્પાદનોની માંગમાં મોટી વૃદ્વિની અપેક્ષા છે. અલબત આ સામે વપરાશકાર ઉદ્યોગમાં મંદીની ઉત્પાદનો માટેની માંગ પર અસર થઈ શકે છે, ઉત્પાદનોમાં ફેરફારો, કાચામાલોના ભાવોમાં અસાધારણ વધઘટ, સ્થાનિક અને વૈશ્વિક સાહસિકો તરફથી હરીફાઈ અને માંગ-પુરવઠામાં બદલાવથી માર્જિન પર દબાણ સહિતના પરિબળોની અસર થઈ શકે છે.

આમ (૧) ૬૨.૪૩ ટકા પ્રમોટર્સ હોલ્ડિંગ ધરાવતી (૨) પોલીપ્રોપીલિન, નાયલોન અને પોલીયેસ્ટર મલ્ટિફિલામેન્ટ યાર્ન/ફાઈબર્સના ડોપ ડાઈંગ માટે ફાઈબર ગ્રેડ માસ્ટરબેચીસનું મેન્યુફેકચરીંગ કરનાર ભારતની પ્રથમ કંપની (૩) પ્રથમ ત્રિમાસિક એપ્રિલ ૨૦૧૯ થી જૂન ૨૦૧૯માં ચોખ્ખા નફામાં ૪૭ ટકા વૃદ્વિ થકી શેર દીઠ આવક રૂ.૪.૫૦ હાંસલ કરનાર (૪) નિકાસ મોરચે વૈશ્વિક બજારોમાં પોતાનો હિસ્સો વધારવા અને નિકાસ વૃદ્વિમાં અપેક્ષિત ઊંચી વૃદ્વિ (૫) અપેક્ષિત પૂર્ણ વર્ષ એપ્રિલ ૨૦૧૯ થી માર્ચ ૨૦૨૦માં અપેક્ષિત શેર દીઠ આવક રૂ.૧૯.૬૭ અને અપેક્ષિત બુક વેલ્યુ રૂ.૨૨૧.૦૯ સામે એનએસઈ, બીએસઈ લિસ્ટેડ રૂ.૧૦ પેઈડ-અપ શેર બીએસઈ પર રૂ.૧૪૫.૫૫ ભાવે ૭.૪ના પી/ઈએ ઉપલબ્ધ છે.

મનોજ શાહ :રીસર્ચ એનાલિસ્ટ(SEBI REG. NO. INH000000107)

લેખક સેબી રજીસ્ટર્ડ રીસર્ચ એનાલિસ્ટ છે : ડિસ્કલોઝર કમ(વાચકોએ ખાસ નોંધ લેવી) ચેતવણી : (૧)લેખક ઉપરોકત કંપનીઓના શેરોમાં કોઈ રોકાણ ધરાવતા નથી. (૨) રીચર્સ માટેના અમારા સ્રોત જેમ કે બ્રોકિંગ હાઉસ, પ્રમોટર વ્યુઝ, વ્યકિતગત રીસર્ચ એનાલિસ્ટ, પોર્ટફોલિયો મેનેજમેન્ટ અથવા તેમની ટીમનું સીધું અથવા આડકતર ું હિત હોઈ શકે છે. (૩) રીચર્સના ભાવથી ૨૦ ટકા સ્ટોપ લોસ ખાસ કરીને જાળવવો, તે સલાહ અને ચેતવણી છે. (2) Valuation H, BB, BBB, top gainers are all possibilities, so don't be tempted to invest. (૫) સામાન્ય રીતે દર ૧૦ સ્ક્રીપમાંથી ૬ સ્ક્રીપ સાચી અને ચાર-૪ સ્ક્રીપ ખોટી પડે તે પ્રકારનું રીસર્ચ ઉત્તમ હોય છે. (૬) ફીડબેક ઈ-મેઈલ :arjuneyems@gmail.comમાં જે જવાબો આપવામાં આવે છે, તેને પણ ઉપરોકત બધા પોઈન્ટ-મુદ્દાઓ લાગુ પડે છે. (3) The reader, the investor, should take personal decisions at personal risk. ગુજરાત સમાચારના લેખક, તંત્રી અને કોઈપણ વ્યકિત તમારી નુકશાની માટે જવાબદાર રહેશે નહીં. તેથી શેરબજારના રિસ્ક-જોખમને ઓળખીને રોકાણ કરવું.