DHUNSERI TEA & INDUSTRIES
DTIL has reported excellent
result for FY15. It is not comparable with previous year because it is first yearly result after demerger from DPL. Q4 results are in line with expectation due to seasonal nature business and drought in Kenya . Board has recommended 75 % dividend for FY15 which is best in industry. Stock price depends upon dividend percentage and it is trading at steep discount to its peers.
All parameters like small equity base, FV- 10, high book value and high % dividend are making it compelling buy and there are chances of sharp
price appreciation.
It is recommended to buy, add and hold for longer term.
Pondy Oxides & Chemicals
As expected POCL has reported excellent result for FY15. Revenue growth - 16.7 % ( Negative revenue growth because demerger of its four units with POCLEN) , PAT growth 139 % and total dividend 20 % for FY15.
Future Prospectus
Company has completed the expansion of production capacity and recently started the production from new plant in Andhra Pradesh. It will enable the company to double its production in coming years without any fresh CAPEX. With reduction in equity base it will boost the EPS, dividend as well as share price.
It is recommended to buy, add and hold for longer term.
WATERBASE
Company has reported very good result for FY15. Revenue growth 22%, PAT growth 44% and total dividend 15% for FY15.
Key growth initiative taken by WATERBASE management
Merger of Pinnae Feeds Limited with Waterbase to increase the feed production capacity from 35000 MTPA to 110000 MTPA. It will increase overall efficiency and cost reduction. It will enable Waterbase to compete with bigger player like Avanti feeds and expand the distribution network in all shrimp farming coastal states of India.
Setting up of Hatcheries as part of diversification into higher margin and growth areas.
Recommending to add and hold it for long term.
Dear Readers,
Next stock recommendation will be posted after reviewing the results of all four stocks posted in this blog. One stock is enough to turn the fortune due to this reason I am always in quest of quality stock which can give multiple return to my blog readers and followers. By increasing the number of stock recommendation will not serve the purpose but increase the risk of losing the money . Not to loose the money is more important in the stock market than quick gain. Anyone who can put this art into practice than it will become very easy for him to make the money from stock market. My heartily efforts are to achieve big win for my all followers and blog readers with minimum risk.
