[www.niftyviews.com:24386] Fwd: Jubilant Foods: 995-975 May Be A Good Support Despite Weak SSSG & Adverse CSE Report (Another Example Of Buying Good A Business In Temporary Distress ?)

[Asis Ghosh]

 Forwarded Message 
Subject: 	Jubilant Foods: 995-975 May Be A Good Support Despite Weak 
SSSG & Adverse CSE Report (Another Example Of Buying Good A Business In 
Temporary Distress ?)

Date:   Fri, 3 Jun 2016 09:26:34 +0530
From:   Asis Ghosh 
Reply-To:   asis...@gmail.com



*Trading Idea: JFL*
*
* *CMP: 1018*
*
* *Either buy around 995-975 OR on dips around 945-925*
*
* *TGT: 1050-1095*-1130-1170-1220-1252-1315*-1372-1435*-1535 (1-3/6M)*
*
* *TSL< 960 OR < 915*

*Note:* Consecutive closing (3 days) below 915, JFL may further fall 
towards 885*-840-790-745* and 675-640*-590 in the near to long term 
(alternative bear case scenario from the current trading level).


*For JFL:*

Q4FY16 TTM RPS: 17.36 (FY:16/Actual)

Projected FWD EPS: 19.50-22.25-26.05 (FY:17-19/Estimated)

(If there is good monsoon and growth in Indian consumption story amid 
7PC.OROP induced liquidity based growth in actual consumption apart from 
discretionary spending)


Average PE: 65

(Actual average PE 75; now trading around 53 after below expected Q4FY16 
result amid fall in SSSG; historically, JFL enjoyed abnormal higher PE 
because of its business model, debt free BS and scarcity premium)


*As par BG metrics & current market volatility:*

Present median value may be around: 1165 (FY:16/TTM)

Projected fair value might be around: 1235-1325-1425 (FY:17-19/FWD)

JUBLFOODEPS BV  P/E Low HighMedian  200-DEMA
10-DEMA
Q4FY16/TTM  17.36   102.03  65  1218.13 1107.76 1162.95 
13151087.5
FY17/FWD19.5120.25  65  1291.03 1174.06 1232.54 
13151087.5
FY18/FWD22.25   143.75  65  1379.06 1254.11 1316.59 
13151087.5
FY19/FWD26.05   168.95  65  1492.19 1356.99 1424.59 
13151087.5


*Analytical Charts:*















--
Thanks & Regards,

Asis Ghosh
(asisghosh.blogspot.com)
NCFM-TA Certified



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Re: [www.niftyviews.com:24385] Anantraj-Is A De-rmerger Imminent? Insider Trading prohibition made effective May 30 2016

[Ramesh Kumar Kapali]

Dear Rajiv,

The Anant Raj views of CLSA, Prabhudas Liladher etc are very old of
2013-2012 vintage.  The target prices which these stalwart agency had
stated has not come.  I remember one day the price came in 90s and then has
been stagnant at Rs40 levels.
Today there has been some movement which is not very impressive.  I think
we should wait for the charts to develop before investing in any realty
company which is based inNorth India and having assests at Gurugram.

Regards


On Thu, Jun 2, 2016 at 7:54 PM, Rajiv Handa  wrote:

> The Board discussed to realign and reorganize certain business activities
> of the company to have better focus and faster execution of projects. Over
> a period, the company has executed several projects either directly or
> through its subsidiaries/SPVS and presently there are very large numbers of
> projects (on going, upcoming and completed) at various locations. In this
> background, assessing the opportunities and risk, the Board believes that
> such a restructuring which may involve a demerger/hive off/spin off of
> certain projects will enable the company to carry out the business
> activities with greater focus and attention. Further, this will enable the
> Company to follow and adopt the varied business strategies to maximize the
> value for shareholders.
>
>
> The Board has constituted a committee comprised of Mr Amit Sarin (Director
> and CEO), Mr. Maneesh Gupta (Director) and Mr. Amar Sarin-Chief Operating
> Officer (COO) to examine all relevant aspects of the process of this
> internal reorganisation and make suitable recommendations to the Board.
>
>
> Further, the Board, in terms of the Company’s Code of conduct for
> Prevention of Insider Trading, has decided to close the Trading Window for
> dealing in the securities of the Company for the designated persons and
> employees (as defined in the Code) including Directors, Promoters. The
> trading window shall remain closed from May 30, 2016 till 48 hours from the
> date of the approval of scheme of arrangement by the Board of Directors.
>
> --
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>
> STOCKRESEARCHER@googlegroups.com
>
> For sharing knowledge
>
> -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE.
>
> http://www.niftyviews.com/
>
>
> Disclaimer :-
> "The opinions expressed by the members on this board are based on
> their individual experience and perceptions and to share information
> with other members with the best of intentions to help fellow members
> in investment decisions as equity investment is a risky venture.The
> administrator of www.Niftyviews.com just provide a platform for the
> authors to express their opinion and take no guarantee for the genuineness
> of the same."ANY member of this forum doesnt prepare or publish any
> research report; or ii. provide research report; or iii. make
> 'buy/sell/hold' recommendation; or iv. give price target;
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Disclaimer :-
"The opinions expressed by the members on this board are based on
their individual experience and perceptions and to share information
with other members with the best of intentions to help fellow members
in investment decisions as equity investment is a risky venture.The 
administrator of www.Niftyviews.com just provide a platform for the authors to 
express their opinion and take no guarantee for the genuineness of the 
same."ANY member of this forum doesnt prepare or publish any research report; 
or ii. provide research report; or iii. make 'buy/sell/hold' recommendation; or 
iv. give price target;
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[www.niftyviews.com:24382] OneWord, Sensationalise

[Rajiv Handa]

*In a chat with ET Now
, Jim Rogers
,Commodities
Expert,
says every time themarkets
are going down a
bit, central banks are panicking and printing money. Edited excerpts*

*ET Now: One thing where I think the market behaviour would have surprised
you is the move in India. When we talked on thebudget
day, you were
not too bullish on the Indian markets. Since then, global market
at large
and India  in
particular has rallied about 16 or 18 odd per cent. What are your thoughts
now?*

*Jim Rogers:* Rally in markets or in oil?

*ET Now: On the markets, on the Indian markets.*

*Jim Rogers:* All markets are up because the central banks are printing
more and more money, so it is astonishing for me to see this keep on
happening. The Europeans, the Japanese keep on pumping more money. Even the
us  money supply is
going up. Interest rates have been going up or down, but all the central
banks continue to pump money into the system.

It is going to end some day. The markets went down, not by very much and
all the central banks printed money again. I said to you before too, what
happens is that markets go down a good deal, and then the central banks
panic and print more money. I mean this is absurd what is happening to the
world  . We are
going to pay a horrible price someday including India.

*ET Now: Are you bit surprised the way gold
prices
have rallied this year? So far gold has been one of the best performing
asset classes. Gold prices are up nearly 20 per cent this year.*

*Jim Rogers* : Yes. Well, I own gold. I have not been buying gold for some
time but I own it. I still expect gold to go lower. It is not such a
surprise because that is how markets work. Gold has been beaten down for
four-and-a-half years now and so it is not surprising to have a rally. We
have had three or four rallies like this during the past since 2011 when
gold peaked. All of them petered out. I suspect that this will peter out
too, but that is normal. All markets collapse, have big rallies along the
way. Gold has had three or four since 2011.

*ET Now: And how soon do you see this rally in gold fizzling out?*

*Jim Rogers* : I suspect it is fizzling out now. It has already started.
Gold went down in the last 10 days. I think people
started to realise
there is nothing behind it to keep it going and as I said before, central
banks are going to slow down and may well raise interest rates in the next
month or two. When that happens, they will take the fire out of gold.

*ET Now: I enjoy reading your work. I have been tracking you for nearly
one-and-a-half decade now and the way you invest is that you look at
long-term structural trends. So if you have to let us say pinpoint a basket
of asset classes where you think the structural trend for next five year or
10 years is going to be bullish, what would you like to identify?*

*Jim Rogers:* Well, I expect very serious economic turmoil and financial
market turmoil in the next five to ten years. I would expect in the next
two or three years, you are going to see markets around the world being
weak and maybe even collapse in some countries. In such a situation, I
would bet on the US dollar mainly, because that is where people will go for
a while, maybe some more agricultural products because agriculture is
getting better and better. I would short US stocks. Most Indians really
cannot short the US stocks, but what I would do is go long in the dollar,
and short the US stock market especially the Nifty-50 stocks and long
agriculture.

*ET Now: So between bankers and farmers, you expect farmers will make more
money?*

*Jim Rogers:* Farmers in most countries in the world make more money. The
Indian government does not do much to help Indian farmers that you know.
They have all these absurd laws, supposedly protecting Indian farmers which
makes Indian farmers worst off rather than better off. But yes most farmers
around the world are now going to place where things will be much better
and Indians farmers are going to be better too. It is just that you have
the problem of your government "helping you" which is really harming.

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