Friday, 23 December 2022

6 Sanofi India Update

Reasons for buying:

Market Cap: ₹13,602 Cr (Bluechip stock)

Debt to Equity: 0.05

Return on Equity 5Y Avg: 23.83%

EPS - 5Y Growth: 29.46%

Price-earnings to growth (5Y): 0.47

5Y RoE Consistency - Sustained without losing 20% in any year

Buy date: 4-Apr-2022

Qty: 1 Buy Price: ₹7,400 Buy EPS: 410.06

Buy date: 10-May-2022

Qty: 1 Buy Price: ₹6,660 Buy EPS: 450.22

Buy date: 23-Sep-2022

Qty: 1 Buy Price: ₹5,908.95 Buy EPS: 425.08

The yield is 3% and paid dividend continues with good fundamentals so added more.

Buy date: 23-Dec-2022

Qty: 12 Price: ₹5833.85 EPS: ₹251.88

Will continue to add when a stock falls 10% as long as the ratios remain the same. The stock would take a long time to pay, it lost 20% since I bought it in April.

Sanofi India is a drug manufacturing company that focuses on a range of therapeutic areas, including Diabetes, Cardiology, Consumer Healthcare, Hospitals, Central Nervous systems, and Anti-Histamines. The company's diabetes presence includes oral anti-diabetic products and insulin. The consumer healthcare area also maintains a nutraceutical portfolio. The company's export markets include Germany, the U.K., Australia, and Russia. The company utilizes strategic partnerships as a component of its growth strategy.

5 Sutlej Textiles and Industries Update

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

***

Buy date: 23-Dec-2022

Qty: 1690 Price: ₹59.15 EPS: ₹10.06

The stock came up on the HDY screen and will hopefully sell in a short period of time.

***

Buy date: 14-Nov-2022

Qty: 163 Price: ₹61 EPS: ₹10.06

Sell date: 30-Nov-2022

Qty: 163 Price: ₹62.3 EPS: ₹10.06

Profit: ₹211.9

***

Will sell if it is not present on the screen

Wednesday, 14 December 2022

4 MOIL Update

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

Buy date: 05-09-2022

Qty: 58 Price: ₹169.55 EPS: ₹18.08

Buy date: 15-12-2022

Qty: 549 Price: ₹164 EPS: ₹16.87

Dividend paid: ₹174

Tuesday, 13 December 2022

3 Cosmo First Update

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

Buy date: 13-12-2022

Qty: 130 Price: ₹767 EPS: ₹146.6

The stock came up on the HDY screen and will hopefully sell in a short period of time.

***

Buy date: 15-Nov-2022

Qty: 14 Price: ₹690 EPS: ₹146.6

Sold Date: 30-Nov-2022

Qty: 14 Price: ₹796.95 EPS: ₹146.6

Profit: ₹1,497.3

***

Will sell if it is not present on the screen

Monday, 12 December 2022

2 Tamilnadu Petroproducts Update

The stock came up on the HDY screen, I had bought the stock previously. This time I will hold it for a long time and hope it pays dividends.

Buy date: 13-Dec-2022 

Qty: 964 Price: ₹93.4 EPS: ₹14.44

Buy date: 11-Oct-2022

Qty: 101 Price: ₹98.55 EPS: ₹16.5

***

Buy date: 28-Sep-2022

Qty: 103 Price: ₹96.8 Buy EPS: ₹16.5

Sell date: 06-Oct-2022

Qty:103  Price: ₹101 Buy Eps: ₹16.5

Profit: 432.6

***

Buy date: 03-Oct-2022

Qty: 103 Price: ₹98.55 Buy EPS: ₹16.5

Sell date: 03-Oct-2022

Qty:103  Price: ₹101.4 Buy Eps: ₹16.5

Profit: 293.55

***

Buy date: 30-Sep-2022

Qty: 103 Price: ₹98.37 Buy EPS: ₹16.5

Sell date: 30-Sep-2022

Qty:103  Price: ₹101 Buy Eps: ₹16.5

Profit: 270.89

***

Buy date: 23-Aug-2022

Qty: 102 Buy Price: ₹97.6 Buy EPS: ₹16.5

Sold Date: 24-Aug-2022

Qty: 102 Sold Price: ₹100.1 Sold EPS: ₹16.5

Profit: 245.82

***

Buy date: 24-Aug-2022

Qty: 101 Buy Price: ₹99 Buy EPS: ₹16.5

Sold Date: 24-Aug-2022

Qty: 101 Sold Price: ₹100 Sold EPS: ₹16.5

Profit: 101

***

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

1 Manali Petrochemicals Update

Reasons for buying:

Buy PE was reasonable at 4.19 and below 10 years PE median of 6.75.

The 5-year earnings average is 33.22% but lackluster for years.

Return on equity is good at 34.66% but the 5-year average is 18.34%.

The market cap of the company is ₹1,670.11 Cr.

The debt of the company is ₹14.28 Cr with ₹286.96 Cr in cash.

Buy date: 02-Mar-2022

Qty: 103 Buy Price: ₹96.55 Buy EPS: ₹23.16 Buy PE: 4.19

I will stop buying when EPS drops to 4.8275

Stock is yielding 3% at ₹83.1 and will hold forever max risk is 1lakh if the stock goes to zero.

Buy date: 12-Dec-2022

Qty: 1098 Buy Price: ₹83.1 Buy EPS: ₹13.49

Manali Petrochemicals Ltd operates in the chemical industry. The company is engaged in the manufacture and sale of Propylene Oxide (PO), Propylene Glycol (PG), and Polyols (PY). It serves various industries such as appliances, automotive, bedding, food and fragrances, furniture, footwear, paints and coating, and pharmaceuticals. The company's only operating segment includes the manufacture and sale of petrochemical products. Geographically, it operates only in India.