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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » UML is it good?

UML is it good?

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21UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 8:32 pm

traderathome


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@wgsaman wrote:I think DIMO is better than UML
imo both are very good.... Cool can expect another reasonable RUN.... Razz

@Slstock - CMP of Dimo is good if you can enter 700 that would be deffa bounce

rabbit

TAH

22UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 8:55 pm

Slstock


Director - Equity Analytics
Director - Equity Analytics
Actually DIMO is a share I made a wrong judgement in medium term to not exit fully at Rs 1900. I had Massive ( well over 100%) profit when it ran to Rs 1900 but I did not exit fully and bought some more around Rs 1400 when it came down. It never ran to full potential for Rs 270 eps company ( worth to me atleast Rs 2000 then ) when other weaker no fundamental shares ran to Rs 3000 to Rs 10000 due to clear manipulative pushes. DIMO was very unlucky. Then it got caught at ASI peak downtrend and Vehicle tax issue this year to beat it to ground ( Near 2010 prices) .


In any case I did buy more DIMO at Rs 500+ and sold the excess bought at Rs 770-800. So my average is very much less now and any hopeful further run will put my remaining shares in green.


I still believe DIMO and UML are the 2 strongest playes in the sectors as metntioned in this post.





@traderathome wrote:
@wgsaman wrote:I think DIMO is better than UML
imo both are very good.... Cool can expect another reasonable RUN.... Razz

@Slstock - CMP of Dimo is good if you can enter 700 that would be deffa bounce

rabbit

TAH

23UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 8:58 pm

Slstock


Director - Equity Analytics
Director - Equity Analytics
@slstock wrote:Actually DIMO is a share I made a wrong judgement in medium term to not exit fully at Rs 1900. I had Massive ( well over 100%) profit when it ran to Rs 1900 but I did not exit fully and bought some more around Rs 1400 when it came down. It never ran to full potential for Rs 270 eps company ( worth to me atleast Rs 2000 then ) when other weaker no fundamental shares ran to Rs 3000 to Rs 10000 due to clear manipulative pushes. DIMO was very unlucky. Then it got caught at ASI peak downtrend and Vehicle tax issue this year to beat it to ground ( Near 2010 prices) .


In any case I did buy more DIMO at Rs 500+ and sold the excess bought at Rs 770-800. So my average is very much less now and any hopeful further run will put my remaining shares in green.


I still believe DIMO and UML are the 2 strongest players in the sectors as mentioned in this post. Their gross profits are even higher than last year. Other overhead costs killed profit last quarter ( DIMO). Lets wait and see what happens .





@traderathome wrote:
@wgsaman wrote:I think DIMO is better than UML
imo both are very good.... Cool can expect another reasonable RUN.... Razz

@Slstock - CMP of Dimo is good if you can enter 700 that would be deffa bounce

rabbit

TAH

24UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 9:01 pm

traderathome


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
has to do another run both are money makers.....1000+ min ....for DIMO

since i am holding dont think i am promoting....but i am giving my opinion on near term target....this run will go with bfl....

got stuck @ 183/- i was looking for 215+ tgt on BFL now in minus @ 158/-

145ish is a very good re-entry...

TAH



Last edited by traderathome on Sat Oct 20, 2012 9:03 pm; edited 1 time in total

25UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 9:03 pm

kuk83


Manager - Equity Analytics
Manager - Equity Analytics
Thanx all for the valuable contribution including senior members.Really it is a nice discussion. Time ll tell us what exactly going to happen.

26UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 9:16 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
According to some people with grade 1 "issues" here, it does not matter if you hold a share or not. If you make comment at X price and it comes down in price they will be out to get you to say you promoted. But if it goes up they never will acknowledge it did.

CDB is a good personal example. I posted an analysis at Rs 40. Then it went to Rs 48. ( 20%) Now back to Rs 40. Now such party is blaming it is a promotion.

So watch out haha.


There is one thing about BFL. Will it run independantly from GRAN/TAFL . No doubt BFL is the strongest in the sector due to Maize /cost control. The Sept Quarter for GRAN/TAFL might not be the best due to probable maize issues /costs.( speculation). It will get better with time I presume due to chicken price increase and maize harvest in SL becoming better. Long term ( irrespective of chicken haters) it is one of the cheapest meats available still not to mention protein from Eggs. Yes this sector has much risks but looking at still expensive Fish prices, chicken still has a place. Usually Dec is best quarter for Chicken shares.

Also BFL has a significant collection ( or selling ) between Rs 175-185. Noticed sellign is less around Rs 160s. Just some observations



@traderathome wrote:
since i am holding dont think i am promoting....but i am giving my opinion on near term target....this run will go with bfl....


TAH

27UML is it good? - Page 2 Empty Re: UML is it good? Sat Oct 20, 2012 10:04 pm

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
yes slstock, i think i will stop from putting my analysis it could happen to me as well,but rather be an observer....

thanks for the heads up Smile

TAH

28UML is it good? - Page 2 Empty Re: UML is it good? Sun Oct 21, 2012 1:21 am

Backstage

Backstage
Moderator
Moderator
More good threads emerging. Thanks all.

29UML is it good? - Page 2 Empty Re: UML is it good? Sun Oct 21, 2012 5:05 pm

Stefan


Senior Equity Analytic
Senior Equity Analytic
Hi TAH, pls dont stop your analysis. I'm sure lot benefit from them. Thanks.

30UML is it good? - Page 2 Empty Re: UML is it good? Sun Oct 21, 2012 6:13 pm

SilverHawk


Equity Analytic
Equity Analytic
@traderathome wrote:i am holding uml...it will have some nice run when things go GREEN in coming weeks or so.....

last time i made some money and re-entered @ 100-102 region expecting for 140 this time around Very Happy

please this is not a buy/sell or hold recommendation.

please do your home work before buying/selling.

TAH

I had collected UML at 70-80 range and sold part of it @ 100 already. Keeping other part until budget to see, whether government offering any tax release to sector or not. if gov offer some tax relief, UML might pass 150 level easily. There are 2 contradictory rumors about the sector going on these days.

1. There are no tax relief from government at budget and permits also going to be stop near future.

2. As less vehicle sale currently, importers are planing to return back vehicles to vendors. In that case government need to pay the tax back as it going to be happened through re-import procedures. Gov. not in position to refund tax and there for planing to give some tax relief at budget.

31UML is it good? - Page 2 Empty Re: UML is it good? Sun Oct 21, 2012 8:55 pm

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@SilverHawk wrote:
@traderathome wrote:i am holding uml...it will have some nice run when things go GREEN in coming weeks or so.....

last time i made some money and re-entered @ 100-102 region expecting for 140 this time around Very Happy

please this is not a buy/sell or hold recommendation.

please do your home work before buying/selling.

TAH

I had collected UML at 70-80 range and sold part of it @ 100 already. Keeping other part until budget to see, whether government offering any tax release to sector or not. if gov offer some tax relief, UML might pass 150 level easily. There are 2 contradictory rumors about the sector going on these days.

1. There are no tax relief from government at budget and permits also going to be stop near future.

2. As less vehicle sale currently, importers are planing to return back vehicles to vendors. In that case government need to pay the tax back as it going to be happened through re-import procedures. Gov. not in position to refund tax and there for planing to give some tax relief at budget.
good observation...appreciate it. flower btw didn you buy dimo during same time... scratch

32UML is it good? - Page 2 Empty Re: UML is it good? Mon Oct 22, 2012 12:08 am

Rapaport

Rapaport
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
It is not only the vehicle tax but also Dollar rise from 110/- to 130/- and interest rate hike which is having an impact on the sector.

Cheers!

33UML is it good? - Page 2 Empty Re: UML is it good? Mon Oct 22, 2012 3:31 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
ahh the dollar hike. Another fact duly forgotten. Thanks.

@Rapaport wrote:It is not only the vehicle tax but also Dollar rise from 110/- to 130/- and interest rate hike which is having an impact on the sector.

Cheers!

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