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  1. pooja1981 Says:
    June 27th, 2012
    Posted at: 6:05 pm

    CB,

    From the positions i am holding....WHich one to rollover?? and how to proceed

    SBI long @2124
    Century Long @307 (already July)
    Bank nifty Short @9650
    Kotak 2 lots @537

    CB, replies: Hi pooja1981, shall roll over kotak and sbi for now

  2. nayan goel Says:
    June 27th, 2012
    Posted at: 6:08 pm

    hi cb... good evening
    now my positions are
    essar oil ,pantaloon or nifty short .thanks for your view in hdil and both shares ,thank u sir

    CB, replies: Hi nayan goel, Good evening. hold these. do look good.shall keep for 1-2 days

  3. jayanthi Says:
    June 27th, 2012
    Posted at: 6:22 pm

    HI CB

    can i buy madhucon, alembic, anantraj,graphite, and hdil for medium term. which ones do u feel fundamentally and technically a good buy

    CB, replies: Hi jayanthi, go with hdil and anantraj for now in small quantities. these are good bets

  4. pathak Says:
    June 27th, 2012
    Posted at: 6:27 pm

    holding praj @ 112 from last 3 years. can i add some here???

    CB, replies: Hi pathak, yes, can add few here. fundamentally its a strong bet. will recover back

  5. Rajesh Says:
    June 27th, 2012
    Posted at: 6:30 pm

    HI Cb,

    I forgot to ask you about reliance Capital. Holding the June Future.
    Where do you expect to see that tomorrow. What should be the stop loss I should place for babbay dyeing. Do you expect it to go down tomorrow.

    CB, replies: Hi Rajesh, technically it does look good. hold it for 2-3 days. may need to roll over if does not move much tomorrow. bombay dyeing can test 515. try and exit cost to cost for now as its near support levels.

  6. CB Says:
    June 27th, 2012
    Posted at: 6:36 pm

    Hi arka, yes, hold it. can head upto 880 in coming days

    Hi rima, hold these. can see 184 tomorrow. havells can add 10-12rs

    Hi Abhishek, its more of a short term play. can add 7-10%

    Hi Amit, no, its best to stay away from it. can go with spicejet instead.

    Hi pooja1981, shall roll over kotak and sbi for now

    Hi nayan goel, Good evening. hold these. do look good.shall keep for 1-2 days

    Hi jayanthi, go with hdil and anantraj for now in small quantities. these are good bets

    Hi pathak, yes, can add few here. fundamentally its a strong bet. will recover back


  7. S.R.PRAKASH Says:
    June 27th, 2012
    Posted at: 6:38 pm

    Sir i missed my quirey, pls reply abt june 5000pe, thanks

    CB, replies: Hi S.R.PRAKASH, guess will need to book loss here. nifty is not really going anywhere since last 3-4 days and is moving in a small range. lets see how it goes tomorrow.

  8. mark Says:
    June 27th, 2012
    Posted at: 6:48 pm

    cb..

    Granules India ... is it having a good outllook and ambitious plans for the next 1-2 yrs... Heard that they have recently undergone expansion and commercial production of the drugs will start rom Q2 of this fiscal which might re-rate the stock... Any idea on this expansion plans and all?

    CB, replies: Hi mark, Aman did post a good note on this company.overall it does look good. has been showing good growth. can add some here for med/ long term

  9. Aman Says:
    June 27th, 2012
    Posted at: 6:52 pm

    CB, on what basis did u give today's call of pantaloon.. pls explain..

    CB, replies: Hi Aman, thanks for the detailed update.

  10. Aman Says:
    June 27th, 2012
    Posted at: 6:54 pm

    CB how do u c Cosmo films n Ceat for short term..

    CB, replies: Hi Aman, thanks for the detailed update.

  11. Aman Says:
    June 27th, 2012
    Posted at: 6:56 pm

    Hi mark,
    yes, i also read abt this.. i think it can double within one year.. Let CB study it..

    CB, replies: Hi Aman, thanks for the detailed update.

  12. Aman Says:
    June 27th, 2012
    Posted at: 6:58 pm

    This Hyderabad based Pharma company is still ignored by the market participants.This 650 Cr company ( Consolidated) is operating in API’s,PFI’s and Finished Dosages.Last year Granules posted a net profit of Rs.30 cr , a growth of 43 % over previous year. Its turnover showing a CAGR of 28% in last five years which is exactly double of the average industry CAGR in these period.In FY 2011-12 , revenue growth in API division is 20% ,PFI 27 % and FD 83%.Currently company having 6 API products with a production capacity of 18000 TPA ,40 PFI products with 18000 TPA and 14 FD products with 18 Bn .What is really exciting is the upcoming increase in this production capacities where company’s API production will rise by 20% PFI by 200 % and FD capacity by 300%. Granules already made firm arrangements with MNC’s to sell these expanded capacity.Result of this expansion will start to reflect from the second quarter of this financial year itself.In addition to this ,Granules formed a 50:50 joint venture with Belgium based Ajinomoto Omnichem to produce niche low volume high price API’s .This new facility will be completed by the end of 2013 at Visakhapatnam and start commercial production from next FY.Company having an ambitious target of Rs.5000 Cr turnover by 2017.Granules posted an EPS of Rs.14.90 and declared a dividend of 20 % for FY 2011-12.
    Currently promoters holding about 41 % stake and FII's and institutions another 35 % .In recent months promoters are aggressively hiking their stake through open market purchases which is another important point to note

    CB, replies: Hi Aman, thanks for the detailed update.

  13. Aman Says:
    June 27th, 2012
    Posted at: 6:59 pm

    Since company is exporting about 80% of its production ,depreciation of currency is also expected to help the company to improve its bottom line.A clean and transparent management with higher standards of corporate governance makes Granules India a preferred pick from the mid/small cap space.CMP is Rs.110/..

    CB how do u see it..

    CB, replies: Hi Aman, thanks for the detailed update.

  14. pankaj Says:
    June 27th, 2012
    Posted at: 7:13 pm

    i hod cox & king bought @ 197 what should i do with it?

    CB, replies: Hi pankaj, as of now is looking good technically. hold onto it, seems can add some more from here. fundamentally its a sound bet

  15. pankaj Says:
    June 27th, 2012
    Posted at: 7:13 pm

    i hod cox & king bought @ 197 what should i do with it?

    CB, replies: Hi pankaj, as of now is looking good technically. hold onto it, seems can add some more from here. fundamentally its a sound bet

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