Monday, 16 October 2017

Hidden gems performance scorecard : Diwali special !


Hidden Gems section we introduced from 24.01.2016 on this site .... 

Intention was simple, to identify some good value propositions in market
which are currently being ignored. Invariably, in long run, tide turns, sentiment change from negative to positive and re-rating happens. Multi baggers are always lying there to be identified. Some such picks give multi bagger returns , some remain dud.

Point is to give them small portion of portfolio, not going overboard on them and let all run independently.

Result update: DHFL Q2FY18: Blockbuster performance continues


Hey guys how are you all doing? Writing after such a longgggg time :-) Pardon me for the same.
Today I am extremely happy to cover result of our extensively covered pick DHFL.

For new visitors, it was recommended under hidden gems section @200 Rs on 09.05.2016.

Link: hidden-gems-dewan-housing-finance

Today company declared blockbuster earnings for Q2FY18.

Saturday, 30 September 2017

Interview/Discussion/Friendly chat with FI


Hey guys, First of all, Happy Dassehara to all of you, Let all of you enloy all the wealth and health in the world and let you along with your family members live happily forever.

Today, I am presenting herewith is the interview/Discussion/Friendly chat with one of the lovely friend and human being Fundamental Investor.

Sound-podcast-interviewdiscussionfriendly-chat-with-fi

Hope, you will definitely enjoy the hearing and as investors, you will find lots of value  in the discussion.

Enjoy,
Midcapmantra

Saturday, 16 September 2017

Financial freedom through magic wand : Compounding


Today, I am putting on my 'Ninth'  sound podcast: Financial freedom through Magic wand of compounding

Link: financial-freedom-through-the-magic-wand-compounding

Cheers and enjoy, With Love,


Midcapmantra


Saturday, 9 September 2017

Spotting potential multibaggers : Training the mindset


Today, I am putting on my 'Eighth'  sound podcast: Spotting potential multibaggers : Training the mindset

Link: spotting-potential-multibagger-training-your-mind

Cheers and enjoy, With Love,
Midcapmantra

Friday, 8 September 2017

Indiabulls ventures: 15 bagger and continues



Original Link: Most successful hidden-gem-indiabulls-ventures

Huh, Indiabulls ventures has turned out to be most successful recommendation by me up till now, amazing 15 bagger and upward journey continues... Recommended price 15.3, In just matter of one year, today trading at 243.
Profit booking is advisable here. 
Earlier at 130, had advised booking partial profit (30%)
Requested another round of profit booking(20%) at 170.
Today again request 20% profit booking at CMP 243, hold rest peacefully.
Cheerio.

Friday, 25 August 2017

Sunday, 20 August 2017

Sound podcast: Investment success:- Staying within circle of competence...


Today, I am putting on my 'Sixth' sound podcast: Investment success:- Staying within circle of competence...

Link: staying-within-circle-of-competence

Cheers and enjoy, With Love,
Midcapmantra

Tuesday, 15 August 2017

Fifth sound podcast: How share buyback works...


Guys, how are you all, hope you all are enjoying your life with your near and dear ones and sharing joy and happiness with everyone..

Today, I am putting on my 'Fifth' sound podcast: How share buyback works...

Link: how-share-buyback-works

Cheers and enjoy, With Love,
Midcapmantra

Saturday, 12 August 2017

Fourth sound podcast: Market is full of misery...



Guys, how are you all, hope you all are enjoying your life with your near and dear ones and sharing joy and happiness with everyone..

Today, I am putting on my 'Fourth' sound podcast: Market is full of Misery...


Cheers and enjoy, With Love,
Midcapmantra


Wednesday, 9 August 2017

Third sound podcast: Pump and dump stories..Pitfalls

Pump and Dump...Pitfalls............
Guys, how are you all, hope you all are enjoying your life with your near and dear ones and sharing joy and happiness with everyone..

Today, I am putting on my Third sound podcast: Pump and dump stories..Pitfalls


Regards,
Midcapmantra
Don't work for money, Let money work for you

Tuesday, 8 August 2017

Second sound podcast: Understanding Economic Moat



Guys, how are you all, hope you all are enjoying your life with your near and dear ones and sharing joy and happiness with everyone..

Today, I am putting on my Second sound podcast: Understanding Economic Moat.


Regards,
Midcapmantra

Thursday, 3 August 2017

My first sound podcast: Significance of high ROE


Guys, how are you all, hope you all are enjoying your life with your near and dear ones and sharing joy and happiness with everyone..

Today, I am putting on my first sound podcast: Significance of high ROE.

Link: Sound podcast- significance-of-high-roe

Cheerio,
Midcapmantra

Wednesday, 2 August 2017

Piramal Enterprises: Compounding goes on...

Hey guys, Piramal Enterprises delivered Q1FY18 results on 01.08.2017, yesterday.

Piramal Enterprises reported a net profit of Rs 302 crore for the June quarter, up 31 per cent from a profit of Rs 231 crore in the same quarter last year, helped by the strong growth in its financial services lending book. Revenues grew 27 per cent to Rs 2,254 crore.

Net sales at the financial services business grew 71 per cent to Rs 1,084 crore, while revenue at the pharmaceutical business rose about 4 per cent to Rs 887 crore, affected by the implementation of the goods and services tax (GST) and appreciation of dollar and pound.

Saturday, 29 July 2017

Result update: IDFC bank: Impressive set of numbers


IDFC Bank reported a jump of 65.3 per cent in its net profit at Rs 437.59 crore for the first quarter ended June as bad assets declined and investment income rose.
Net profit in the corresponding quarter in FY16 stood at Rs 264.76 crore. Total income increased to Rs 2,793.98 crore against Rs 2,188.6 crore in the year-ago period.
Company registered gains on investments as income from such sources jumped to Rs 972.22 crore for the reported quarter from Rs 687.78 crore a year before. Net interest income declined 15 per cent to Rs 437.50 crore for the quarter, from Rs 515.20 crore year ago.Its asset quality improved as a proportion of gross non- performing assets fell to 4.13 per cent of total advances as on June 30, from 6.09 per cent a year ago.

Friday, 28 July 2017

Result update:Yes bank: Stupendous numbers!


Hey guys how are you doing? Hope, doing great as me, compounding money and sharing joy with your near and dear ones.... keep rocking.

Yes Bank has been covered extensively on our site and it has place in top5 portfolio scrips.


Last month on 16th June, I had written one crisp article on the scrip on incessant requests by boarders, which you can find it over here:


Bank declared results on Wednesday and gusy, numbers were fantabulous.

Tuesday, 25 July 2017

Result update:IBHFL:This gem doesn't disappoint...


Hey guys, how are you all? Indiabulls housing finance has been extensively covered stock on this site. It has also place in top 5 holdings in portfolio.Yesterday this gem delivered excellent set of  numbers for Q1FY18.

Link: Result update Q1FY18.PDF

Net profit in the June quarter rose 25.1% to Rs788.2 crore, helped by healthy loan growth. The company had reported Rs630.1 crore net profit in the same quarter last year.

Disbursals grew by 29% to Rs6,799 crore in the first quarter compared to Rs5,251 crore a year ago.

Monday, 24 July 2017

Our portfolio in Forbes Super 50 list :-)


Cheers guys.
Wonderful news for all of us.
Yesterday, Forbes released their Forbes super50 list....

Link: Forbes super-50-companies-2017

And guess what :-) It consist of 3of top 5 holdings in our portfolio

Saturday, 22 July 2017

Initiating coverage:New age bank with digital push..

Hey guys, hope all of you are enjoying and compounding money with me, sharing all the happiness in the world with you and your loved ones...
At Midcapmantra, we try to identify good quality stocks available at great price. Margin of safety is of utmost importance taught to us by Mr.Benjamin Grahm.
So here we present our 'initiating coverage' on IDFC bank @60.35.

Base thesis:
Undervaluation compared to peers : IDFC bank remains one of the private sector bank growing at decent speed. Value migration play from public sector banks to private sector bank

Friday, 21 July 2017

Result update:Dewan Housing: Excellent set of numbers..


Dewan housing finance just posted Q1FY18 numbers. Excellent set of numbers company delivered.

Link:BSE:DHFL Q1FY18 results

Link: Corporate-Presentation-Q1-FY-2017-18.pdf

Key takeaways: (Comaprison YoY numbers)

1) Total income from operations rose from 1955 Cr to 2407 Cr (+23.12%)
2) PBIT increased from 302.9 Cr to 380.95 Cr (+25.76%)
3) Net profit increased from 201.4 Cr to 260.48 Cr (+29.33%)
4) EPS (Diluted) increased from 6.38 to 8.28 (+29.78%)

Thursday, 20 July 2017

Hidden gems : Performance scorecard : 20.07.2017



Guys, some days are special and today is that one, for me!  Long back, I had shared one wonderful article with you..
.


Today is the day, the dream for which I have been working on over the years, has come true. Today is the last day in my organisation as an employee and I will be working on my own from now onwards. A real joy of working for the passion, sharing the dream with world and achieving it, priceless!!! Thank you all to be part of my wonderful journey of achieving my dream, I really do owe it to your incessant support,love and faith shown on me.

Thursday, 29 June 2017

Cords cable... Doubler and continues...


Cords cable was covered under Heard on street post on 03.02.2016.. at 50.85 rupees.

Original link: heard-on-street-cords cables

Today the scrip is trading at 118 rupees giving approximately 132% return...
Those who had bought it, it is recommended to hold on the scrip for much bigger gains in coming years....
Cheerio.

Friday, 16 June 2017

On demand: Yes Bank : Say #Yes to Yes Bank cheerfully :-)

Hey guys, hope all of you are enjoying and compounding money with me, sharing all the happiness in the world with you and your loved ones...
Many boarders wrote mails to me in recent past that Yes Bank forms position in top 5 holdings in your portfolio (Link: portfolio) and you have not written a single detailed post on it. First of all, humbly accept and Regret the delay, its better late than never, indeed.


Here I present detailed but crisp (Else I could write on Yes bank on and on....

Indiabulls ventures: 11 bagger and continues

Sometimes, you sow the seeds and unexpectedly, it grows beyond imaginations...In Nassim Talesb's words, White Swans.

Huh, Indiabulls ventures has turned out to be most successful recommendation by me up till now, amazing 11 bagger and upward journey continues... Recommended price 15.3, In just matter of one year, today trading at 170.
Profit booking is advisable here. Earlier at 130, had advised booking partial profit (30%)
Request another round of profit booking(20%), hold rest peacefully.
Cheerio.

Monday, 5 June 2017

Credit rating upgrade:IBHFL . . . Amazing positive news...



Guys, amazingly positive news for IBHFL investors...

Link: Credit rating upgrade by ICRA

Keep on holding the gem in long term core portfolio... Enjoy dividend rain and safe steady compounding of money....With slightest possible risk...
Cheerio !!!

Tuesday, 30 May 2017

Yet another superior quarterly set, this giant doesn't disappoint


Hey guys, whats up? How are you all doing? Compounding money and joy with your near and dear ones? Keep on doing that...

REC, our favorite almost 3 bagger in core portfolio ( Link: Portfolio) has yet delivered amazing set of numbers today...(Link: Original recommendation )

Company reported a 13.7 percent growth in net profit in the January-March quarter even as employee costs surged and the lender made provisions for an account not classified as a non-performing asset.Company saw its net profit increase to Rs 1,319.2 crore from Rs 1,160 crore

Friday, 12 May 2017

Result update:Keep Compounding, Ajay Piramal way!!!


Hey guys, how are you all doing? Hope you are doing great and compounding money with me... Sharing joy to your near and dear ones....

Piramal enterprises has been extensively covered on this site and was recommended in hidden gem section on 1st August 2016:

Link: Original recommendation

Today our company, which also has place in top 5 portfolio pick (Link:Portfolio section) reported a 61.06% growth in consolidated net profit at Rs 310.96 crore for the fourth quarter ended March, mainly on account of robust growth in all 3 verticals. Consolidated total income

Wednesday, 10 May 2017

Tuesday, 9 May 2017

Indiabulls ventures: 8 bagger and continues


8 bagger and continues... Recommended price 15.3, today's close 130. Profit booking is advisable here. Book partial profit (30%) hold rest quantities.

Sunday, 7 May 2017

Very kind words from even very dear friend....


Hey guys, how is life? How are you all doing? Hope everyone is compounding with me, spreading love and joy to others....
Today, one of my very dear frind (Fundamental_Investor) wrote an excellent article which made me speechless..Truly humbled.
Do read it....For sure, you will love it.


Share with me how you felt...

Saturday, 6 May 2017

Hidden Gems: Performance scorecard as on 05.05.2017


Hidden Gems section we introduced from 24.01.2016 on this site .... Intention was simple, to identify some good value propositions in market which are currently being ignored. Invariably, in long run, tide turns, sentiment change from negative to positive and re-rating happens. Multibaggers are always lying there to be identified. Some such picks give multibagger returns , some remain dud.

Point is to give them small portion of portfolio, not going overboard

Home loan for BSF soldiers: IBHFL's great initiative...Salute!



Keep on doing good, good will return to you.

Monday, 1 May 2017

Credit rating update: Indiabulls housing finance



Short update on our top pick...Great news for Indiabulls housing finance...

Rrating agency CRISIL, a Standard & Poor's Subsidiary, has upgraded the long-term rating of Indiabulls Housing Finance Limited (IBHFL) to 'CRISIL AA+ Positive' from its earlier assigned rating of 'CRISIL AA+ Stable'.

Link: IBHFL rating update

Important point to be considered over here is, IBHFL is only the second independent non-bank company in India to enjoy this rating.
Company will definitely improve its Net Interest margin going further, as cost of borrowings will further come down due to this rating upgrade.
Cheerio.


Sunday, 30 April 2017

Market is full of misery....



Stock market in particular is a fascinating place ... For most of the market participants, its their bread earner.... People (Especially fund managers) love to boast about their "Beating the market" history ... The business they get is by "drumming their own trumpet" across to attract naive money pouring machines (naive investors)...This ‘beating’ thing has been long ingrained in everyone's brains as they think that it is the only performance indicator to show their edge, intelligence, or value over the ‘beaten’ones.

Thursday, 27 April 2017

Portfolio holdings: Vijay Kedia



Vijay Kedia, 56, India’s one of the most successful stock market investor who made 200 Cr starting from Rs. 35,000. He is a common man with an uncommon intelligence. His stock market strategy and investment style is followed by many investors.He is an inspiration for many investors who are seeking success from the stock market.

Vijay Kedia, born in a family of stockbrokers, entered the stock market at 18 years after his father passed away in 1978. His entry in the stock market was due to compulsion as he has to support his family business. For the next 11 years, he traded in Kolkata. He was making money

Monday, 24 April 2017

Result update: Indiabulls housing: Stellar numbers,yet again!!!


IBHFL has been extensively covered on this site and finds place in top 5 pics in my portfolio.

Today, comapany reported stellar quarterly and yearly numbers. Company reported a 24% increase in net profit for the March quarter on robust growth in individual home loans.Company said net profit was Rs 840 crore, up from Rs 676 crore a year ago. The company will pay an interim dividend of Rs 9 per share as it per its dividend policy of distributing 50% of EPS to reward shareholders.

Saturday, 22 April 2017

Result update: Yes bank,superb, In line with expected numbers.


Yes bank continue to be in top5 portfolio picks: Link: portfolio

Yes Bank Ltd on Wednesday declared March quarter net profit 30.2% higher due to higher net interest income and other income.Net profit for the quarter stood at Rs914.12 crore as compared with Rs702.11 crore a year ago.

Net interest income (NII), or the core income a bank earns by giving loans, increased 32.08% to Rs1639.70 crore from Rs1241.44 crore last year. Other income jumped 56.62% to Rs1257.39 crore from Rs802.81 crore in the same period last year.Net interest margin expanded to 3.6% in the quarter from 3.5% a quarter ago.

Dewan Housing finance: Official 2 bagger...


Dewan housing finance was recommended in near past in hidden gem section on 9th May 2016 @ 200 level.

Original link:DHFL recommendation

On Friday, DHFL closed at 415 levels against recommended price of 200 level. whopping 107% gains from the recommended levels.... It has now officially entered in two bagger catagory...
Safe, sure gains and upmove continues hereon.

Power of fundamentals, Compounding magic, Cheerio!

Cheerio!

Friday, 21 April 2017

Indiabulls ventures...7 bagger and continues......


Indiabulls Ventures was originally covered in Hidden Gems section on 12th April 2016. What a steal price it was at 15.3 - recommended price !!! amazingly undervalued.


I am really happy to share that just within one year the scrip has been up more than 7 times from the recommended price. At CMP of 108.2 on BSE closing price, scrip has given whopping 607% return from original recommended price !!!!

Cheerio !

Sunday, 16 April 2017

Chicken soup for soul: Your value



A popular speaker started off a seminar by holding up a $100 bill. A crowd of 200 had gathered to hear him speak. He asked, “Who would like this $100 bill?”

200 hands went up.

He said, “I am going to give this $100 to one of you but first, let me do this.” He crumpled the bill up.

He then asked, “Who still wants it?”

All 200 hands were still raised.

“Well,” he replied, “What if I do this?” Then he

Thursday, 13 April 2017

Updates on stocks under discussion

Hi guys,How are you doing? Hope you are doing great...
I just wanted to share some updates on our scrips under discussion.

Indiabulls Ventures continued the upside spree and became 5 bagger in just one year. Currently trading at 85 as against recommended price of 15.3... Amazing return this hidden gem has provided.

Piramal enterprises, which we recommended at 1607 levels has gave

Sunday, 9 April 2017

Hidden Gems: Performance scorecard as on 09.04.2017


Hidden Gems section we introduced from 24.01.2016 on this site .... Intention was simple, to identify some good value propositions in market which are currently being ignored. Invariably, in long run, tide turns, sentiment change from negative to positive and re-rating happens. Multibaggers are always lying there to be identified. Some such picks give multibagger returns , some remain dud.
Point is to give them small portion of portfolio, not going overboard