Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Sector talk
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
Message Icon Topic: Sugar - FInally becoming sweet? Post Reply Post New Topic
<< Prev Page  of 11 Next >>
Author Message
hal.ridge
Newbie
Newbie


Joined: 27/Feb/2008
Location: United States
Online Status: Offline
Posts: 1
Quote hal.ridge Replybullet Posted: 27/Feb/2008 at 10:36pm
Does anyone know how to play sugar in the US markets without getting into futures?  Europe offers SUGA in several markets, which is an ETC.  Hate to have to open an account in Europe just to play SUGA.  Thanks, 
...Hal
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 27/Feb/2008 at 8:53am
No idea on this.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
kumardiwesh
Senior Member
Senior Member
Avatar

Joined: 26/May/2008
Location: India
Online Status: Offline
Posts: 721
Quote kumardiwesh Replybullet Posted: 06/Sep/2008 at 12:46pm
Sugar in a Sweet Spot

Edited by kumardiwesh - 06/Sep/2008 at 12:47pm
"History does not tell you the probability of future financial things happening" - Warren Buffett
IP IP Logged
somu0915
Senior Member
Senior Member


Joined: 25/Nov/2008
Location: India
Online Status: Offline
Posts: 703
Quote somu0915 Replybullet Posted: 26/Nov/2008 at 12:33pm

Can anybody shed some light on the sugar stocks?

Those who track this sector? I know Basantji dosent..

So anyone who has been tracking this sector, Balrampur is at Rs 30 levels, does anyone think it as a good buy for 2-3 years?

IP IP Logged
BGKGURU
Senior Member
Senior Member


Joined: 28/Nov/2007
Location: India
Online Status: Offline
Posts: 635
Quote BGKGURU Replybullet Posted: 26/Nov/2008 at 3:17pm
i m tracking,buy triveni only or you can get any south indian compny. wait for high court decision. after april sugar stocks will give good return.
Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ
IP IP Logged
Hitesh Shah
Senior Member
Senior Member


Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
Quote Hitesh Shah Replybullet Posted: 26/Nov/2008 at 4:08pm
Originally posted by BGKGURU

i m tracking,buy triveni only or you can get any south indian compny. wait for high court decision. after april sugar stocks will give good return.


Please explain why after April? And what happened to the court decision. Something was expected last week?
IP IP Logged
BGKGURU
Senior Member
Senior Member


Joined: 28/Nov/2007
Location: India
Online Status: Offline
Posts: 635
Quote BGKGURU Replybullet Posted: 26/Nov/2008 at 4:19pm
as per expert like sp tulsiyn and industry people sahani and sishir bajaj are saying that prices will go up after april(after election),so scrips. Decsion will come bt first week of april but no expectation. you can expect min  Rs.20 or max Rs. 24 by next year. so profit will be reasanable but be care and buy selective stocks I like following satocks triveni-debt+mkt cap=Rs. 2000 crore. i m giving conservative valuation of Rs. 1000 crore to eng business in current mkt condition so you r getting sugar business with Rs. 1000 crore valuation. I like bajaj hindustan also buy when you r sure that sugar is in bull run because bajaj have high debt around 3000 crore and mkt cap is only 560 crore only so in bull run debt will come down considerably and mkt cap will go up twice thrice etc.  I like rajshree sugar also  
Respect the Markets and do MAKE mistakes, but see to it that you can afford to stay in the markets even after the mistake-RJ
IP IP Logged
Nitesh_Inc
Senior Member
Senior Member


Joined: 19/Oct/2008
Location: India
Online Status: Offline
Posts: 108
Quote Nitesh_Inc Replybullet Posted: 26/Nov/2008 at 8:25pm
Originally posted by BGKGURU

as per expert like sp tulsiyn and industry people sahani and sishir bajaj are saying that prices will go up after april(after election),so scrips. Decsion will come bt first week of april but no expectation. you can expect min  Rs.20 or max Rs. 24 by next year. so profit will be reasanable but be care and buy selective stocks I like following satocks triveni-debt+mkt cap=Rs. 2000 crore. i m giving conservative valuation of Rs. 1000 crore to eng business in current mkt condition so you r getting sugar business with Rs. 1000 crore valuation. I like bajaj hindustan also buy when you r sure that sugar is in bull run because bajaj have high debt around 3000 crore and mkt cap is only 560 crore only so in bull run debt will come down considerably and mkt cap will go up twice thrice etc.  I like rajshree sugar also  
 
In the last bull run in Sugar , Bajaj Hind didnt reduce the debt levels ... on the contrary increased it substantially. Such managements do not use good times to get rid of debt and lower unnecessary burdens.... and hence are an altogether avoid.
An investor convinces himself, an analyst convinces others.
IP IP Logged
<< Prev Page  of 11 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.094 seconds.
Bookmark this Page