Ishan Dyes & Chemicals Update

Reasons for buying:

Buy PE was reasonable at 10.57 and above 10 years PE median of 8.56.

Earnings have increased 3 times since 2012.

Return on equity is ok at 21.45%.

The market cap of the company is ₹159.20cr.

The debt of the company is ₹2.41cr with ₹1.16cr in cash.

Buy date: 21-Sep-2021 

Qty: 106 Buy Price: ₹94.02 Buy EPS:  ₹8.89 Buy PE: 10.57

The price of the stock is up about 5.86% from my buy price.

Sold Date: 29-Nov-2021 

Qty: 106 Price: ₹66.9 Buy EPS:  ₹2.23 PE: 30

I have lost -₹2874 on this after holding for 434 days.

The company manufactures chemicals. A very low market cap company but I am hoping earnings will improve.

Rail Vikas Nigam Update

The stock came up on the HDY screen. These trades are short-term.

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Buy date: 22-Nov-2022

Qty: 166 Price: ₹60 Buy EPS: ₹6.48

Sell date: 23-Nov-2022

Qty:166 Price: ₹61.7 Buy Eps: ₹6.48

Profit: ₹282.2

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Buy date: 24-Aug-2022

Qty: 325 Price: ₹30.7 Buy EPS: ₹5.99

Sell date: 17-Nov-2022

Qty:325  Price: ₹63.75 Buy Eps: ₹6.48

Profit: ₹10,822.5 including ₹81.25 dividend

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Will sell if the stock is out of HDY screen even if it is at a loss.

Kwality Pharmaceuticals

Reasons for buying:

Buy PE was reasonable at 7.9 and the 10-year median PE is 22.

The 5-year earnings average is 104% and earnings increasing since 2014.

Return on equity is good at 99.05% but the 5-year average is 37.25%.

The market cap of the company is ₹3,560 Cr.

The debt of the company is ₹54.01 Cr with ₹12.95 Cr cash.

Buy date: 23-N0v-2022

Qty: 29 Buy Price: ₹343.5 Buy EPS: ₹43.46 Buy PE: 7.9

Will add to stock only if earnings rise and price drops.

Kwality Pharmaceuticals is an India-based pharmaceutical company. it is principally engaged in manufacturing finished pharmaceutical formulations in a dosage form. The company manufactures and exports pharmaceutical formulations in liquid orals, dry syrups, tablets, capsules, sterile powder for injections, and small-volume injectables. It also manufactures veterinary pharmaceutical products.

Polyplex Corp Update

I may have purchased at high PE of 12.75 considering the 10-year PE median is 6.75.

Buy Date: 28-Jun-2022

Qty: 4    Price: ₹2,311    EPS: ₹181.79    PE: 12.75

The reason for adding is EPS has increased from ₹181.19 to ₹211.29

Buy Date: 21-Nov-2022

Qty:5    Price: ₹1,845.9    EPS: ₹211.29    PE: 8.73

ROE is 18.87 and 5-year ROE is 12.66

Debt/Equity is 0.25

5-year EPS growth is 21.22

Polyplex Corp is an India-based company engaged in the manufacturing of plastic films. The company diversified its business under Polyethylene Terephthalate films. Cast Polypropylene films, and Biaxially Oriented Polypropylene. These products act as raw materials for their product applications like packaging, industrial, and specialties, electrical, roofing, and others. Geographically, it derives a majority of its revenue from Outside India.

Mangalam Organics Update

Reason for buying:

PE is reasonable and with more than 10 years PE median of 5.52.

Earnings have increased although unevenly in the last 5 years.

Operating margins have improved in the last 3 years.

Return on equity has improved in the last 3 years.

Debt is low at 20 cr and cash is 0.69 cr.

The threat of the company’s solvency is less; Altman Z-Score is 12.52

The market cap of the company is 648 cr.

 

Buy date: 05/14/2021

Buy Price: ₹704         Qty: 14         Buy EPS: ₹75.08        Buy PE: 9.37

27^th May 2021:

Q4 results: Current EPS is 99.21 and increased by 32.14% from my buy EPS.

Buy date: 07/13/2022

Price: ₹600.75    Qty: 16    EPS: ₹62.75    PE: 9.57

Sell date: 11/18/2022

Price: ₹534.75    Qty: 30    EPS: -₹13.84    PE is negative

It is making losses for the last 2 quarters so sold it. I lost ₹3,359.5 in this stock.

Disclaimer: The video is for educational purposes for my family and friends. I am not a financial advisor and do not consider it as buy or sell. Taking advice from a random guy on the internet is harmful to your portfolio. I do not do a deep analysis of stocks I buy them just as a hobby.

GIC Housing Finance Update

The stock came up on the HDY screen. These trades are short-term.

Buy date: 18-Nov-2022

Qty: 67    Price: ₹148    EPS: ₹38.98

Sell date: 18-Nov-2022

Qty:67  Price: ₹151.5 EPS: ₹38.98

Profit: ₹234.5

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Buy date: 29-Aug-2022

Qty: 69 Price: ₹142 EPS: ₹38.98

Sell date: 17-Nov-2022

Qty:69  Price: ₹151.7 EPS: ₹38.98

Profit: ₹979.8 including ₹310.5 dividend

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Will sell if the stock is out of HDY screen even if it is at a loss.