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nannu_68
Senior Member
Joined: 01/Feb/2008
Location: India
Online Status: Offline
Posts: 308
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   Posted: 05/Jul/2010 at 1:57pm |
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Jain Irrigation ??
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nannu
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pkumar
Senior Member
Joined: 25/Feb/2010
Location: India
Online Status: Offline
Posts: 135
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Posted: 05/Jul/2010 at 3:41pm |
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Vikas has already mentioned Marico, Agrotech Foods Nestle, VST Tillers, Jain Irrigation Monsanto so i did not mention those
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bihisello
Senior Member
Joined: 28/Apr/2010
Online Status: Offline
Posts: 557
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Posted: 22/Jul/2010 at 8:01pm |
Originally posted by RahulB
Key theme in agriculture will be around tools/inputs that can improve productivity and quality. My pick for this theme is Coromandel International... |
Good Q1 results, I think. Stock is quietly making new highs!
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hit2710
Senior Member
Joined: 15/Jun/2009
Location: India
Online Status: Offline
Posts: 4013
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Posted: 22/Jul/2010 at 8:47pm |
Originally posted by bihisello
Good Q1 results, I think. Stock is quietly making new highs! |
Promoter of coromandel is eid parry. Market cap of EID Parry is around 3470 crores and Value of Coromandel holding is (8.82 cr shares) around 4400 crores. Fy 10 eps for EID was around 23. (Debt of EID is around 575 crores for fy 10)
It seems the sugar business of EID is there for free with some money to spare.
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Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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mohitrathi8
Senior Member
Joined: 21/Mar/2010
Online Status: Offline
Posts: 101
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Posted: 22/Jul/2010 at 11:43pm |
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That is a fact I have also observed for quite some time. The good thing is EID also gives good dividends like Coromandel so its not a holding company trap. Also, EID is setting up a sugar refinery with Cargill which should give it good cash flows in the future and some protection against the sugar cycle. Which brings me to my last point. All sugar stocks have slumped with the sugar bull run getting over but eid parry actually made a new high some days back.
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Good stocks can go down for no reason. Bad stocks can go up for no reason.
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KACHAM
Senior Member
Joined: 30/Jan/2008
Location: India
Online Status: Offline
Posts: 210
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Posted: 28/Oct/2010 at 11:28pm |
In my Humble opinion, agriculture,education and leisure will be the key drivers and beneficiaries of the India growth story..
based on the other discussions at TED, i have decied on VST, pls suggest any other good companies at reasonable valuations.
Thanks
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Jai Telangana, Jai Jai Telangana
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
Online Status: Offline
Posts: 1882
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Posted: 29/Oct/2010 at 1:23pm |
whats the view on ssp mfertilizer makers specially in view of new NBS scheme launch?
these stocks can be multibaggers.
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
Online Status: Offline
Posts: 1882
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Posted: 29/Oct/2010 at 1:25pm |
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has khaitan fert come out with great results today leading to UC
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