Satya's Weblog

Buy Cement companies stocks as in 31st GST meeting, govt may reduce tax rate on cement companies. Currently it is 28% which can go down to 18%. This can give huge boost to cement companies.
This guess news is already out. But, we have three days left. Meeting is on Saturday 22nd, 2018.

Also, Cement companies are trading at low valuation. Crude Oil price is going down. It is not at dangerous level as predicted. Demand is rising. So, many things are telling us to load cement companies.

Cement companies macros are in better position now. Should be bought for few months.

HeidelbergCement, NCL Ind, and Deccan Cements should be a good buy.

Ashapura Intimates Fashion has given very high loss to me. I have never had monetary loss of this kind even near to it.
Ashapura Intimates Fashion is giving loss of over 95% to me. It is all money lost.

I had posted about Ashapura Intimates Fashion Ltd in Apr, 2018.


Big names in Ashapura Intimates has not saved me.
DSP Blackrock Midcap and others are there to help us think it is a safe company to put our money into. DSP Blackrock holds 5% of Ashapura.

It had high promoters holding of 57.35% and promoters has increased his holding recently. News about opening of stores was coming and business was going as usual. Results were coming as strong growth in business was there.

There was no news of SEBI slapping a fine on promoters.

Where I faulted on checking Ashapura Intimates Fashion?

I think only Scuttlebutt could have saved us. I think simple Amazon.in analysis was telling me not everything is fine. There review was almost none. But I think it is a small player and not getting enough attention but that much revenue it could generate by that much attention.
What is Scuttlebutt? If my Amazon.in example has confused you!
In Scuttlebutt, you try to access information from all source possible. Seeing the product in real life to meeting suppliers and contractors. and taking feedback from other customers.

Today, even a bare website of Ashapura Intimates Fashion is not working. SEBI or any other authority is quite and no notifications about it is coming. At least what course of actions are due to it can be conveyed to us in simple language. The website link is leading me to this: https://www.ashapurafashion.com/cgi-sys/suspendedpage.cgi

Ashapura Intimates Fashion Ltd storefront on Amazon.in is empty without any message.

Though Valentine Branded website is still working. https://www.valentineclothes.com/

Wait and Watch is the only option left. Those who could not sell, almost all could not sell, can only wait. Selling at this price is not good an option for me. Only 5% value of original investment left. Hoping for some recovery later.

Bajaj Auto is

Present in over 70 nations, Bajaj Auto is the world’s 3rd largest manufacturer of motorcycles and the largest manufacturer of three-wheelers.

Recently, Bajaj Auto has said that it can compromise on margin in motor cycle space to increase market share. Listening to that, its share price went down. I think, this is the call for long term investors to load it.

It has reached to Rs 3500 but currently trading at Rs 2700. We can wait for it for Rs 3700. It should not take much time. If you like companies from big market cap and at attractive valuation then this should one to check.

We can target 25-40% return in mid-term from Bajaj Auto!

Bajaj Auto has KTM sales contract here. It is an European racing bike.
Bajaj auto sales of Motorcycle is very good and it also also small carrier vehicles.

LIC is selling its stake. It still owns 4.45%. This can add pressure on price rise. But I think, we can take such risk. We cannot avoid these kind of risks.



It has Rs 20000 cash. From past few years, it has earned cash but not employed it as fast as it has earned. It is sitting on cash pile. It can help in future or in Bad economic cycle.

Bajaj Auto Aug 2018 sales:

Bajaj Auto Aug 2018 Sales

I think, this stock selection is a mistake and should be mentioned here. There are better stocks to give profit. This quarter result is just 6% increase in sales. I think this is not for retail investors.
After just 1-2 days of mention, any big guy has sold and that caused loss also.
CMP: Rs 587

Check "Matrimony.com Ltd" stock. It is having known matrimony websites - BharatMatrimony, and others related websites.




It is currently trading at Rs 744. PE is just 26.

Debt is an issue. Reserve is negative. But valuation is comfortable and also recent many quarters result is very good. If it continues then negative reserve is not high amount to pay.
Board meeting on Aug 10 to discuss result. Buying before result can be risky. If good result comes then some gain is possible but if bad result come then loss in short term is also expected.


Update: Aug 14, 2018
I think, this stock selection is a mistake and should be mentioned here. There are better stocks to give profit. This quarter result is just 6% increase in sales. I think this is not for retail investors.