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Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Posted: Fri Nov 09, 2018 11:21 pm
by Ravi
KR Choksey stock recommendation

top picks for 2019 include Deepak Nitrate Ltd., Nocil Ltd., JK Paper Ltd. and Jamna Auto

Ramesh Damani

casino and liquor industries stocks like Delta Corp, United Spirits, Som Distilleries, Radico Khaitan.

Raamdeo Agrawal

weakness in non-bank financial companies presents an opportunity for large private sector banks. “A large asset base and wider presence gives large private sector banks an edge over others

Best stocks for 2019: RBL Bank, PNB Housing Finance.

https://www.bloombergquint.com/markets/ ... gs.0Iy5B4k

Re: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Posted: Sun Nov 11, 2018 9:38 am
by valuepicker
Som distillery revenue has drpper in Sept quarter. Is there any reason for it or it is seasonal revenue drop? Dolly Khanna also seems to have exited this counter. Can someone throw light on Some Distillay?

Re: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Posted: Sun Nov 11, 2018 11:10 am
by Pee Vee
valuepicker wrote:
Sun Nov 11, 2018 9:38 am
Som distillery revenue has drpper in Sept quarter. Is there any reason for it or it is seasonal revenue drop? Dolly Khanna also seems to have exited this counter. Can someone throw light on Some Distillay?
I don't think there is a change in fundamentals that warrants a concern. Their products continue to be popular.

Dolly Khanna's holding in Som Distilleries appears to have dipped below 1% in September 2018 quarter. Not sure much can be read into this because Dolly Khanna frequently shuffles her portfolio without apparent reason.






Som Distilleries: A high growth company in the alcoholic beverages space

The company is focusing on bolstering its sales and distribution network in southern and eastern markets where the per capita consumption of liquor is relatively higher than other parts of India

Strong presence in the central region

SDBL has a diversified product portfolio consisting of beer, rum, brandy, vodka and whisky. Beer is the flagship product of the group and its Hunter, Black Forest and Black Fort beer have gained significant popularity in a short span of time. Overall, it has 2 percent market share in the beer segment on a pan India basis. Madhya Pradesh is the company’s core market. It has a 38 percent share in the beer segment and 15 percent share in the IMFL segment within the state.

Outlook and recommendation

Liquor consumption presents an attractive opportunity as India has a large young population and remains an underpenetrated market in the alcoholic beverage segment. Our positive outlook on the sector is based on the fact that per capita consumption of liquor is India is far lower compared to Western countries and provides huge growth opportunities.

https://www.moneycontrol.com/news/busin ... 79391.html

Re: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Posted: Thu Nov 22, 2018 10:42 pm
by valuepicker
SRG financeby Ramesh Damani has come out with good numbers. But with recent trouble in nbfcs and HFCs would small firm like SRG finance be able to raise funds and make money?

Re: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Posted: Thu Nov 22, 2018 11:05 pm
by Pee Vee
valuepicker wrote:
Thu Nov 22, 2018 10:42 pm
SRG financeby Ramesh Damani has come out with good numbers. But with recent trouble in nbfcs and HFCs would small firm like SRG finance be able to raise funds and make money?
Agreed. Better to be wary at this stage of housing finance stocks, especially of smaller ones like SRG.