Premium Pick Unlocked : 5X Multibagger Stocks as Premium Pick · Chamanlal Setia Exports · Nov16

Watup ValueGuyz,

This ongoing demonetization drive orchestrated (Started 9th Nov Onwards) by our Hon'ble PM Modi is 100% a BLACK SWAN event. Nothing like this happened in history of such scale of cash & humongous population.

What would be the net-net outcome of this financial revolution after 1-2 yrs is up for speculation but I can assure you that not even biggest name in field of macro economics can't decipher proper outcome.

We too got hit on VGEX & our portfolios but it just a speed bump. I am 100% positive & believe in our businesses. We will recover & come back many times stronger

Stick to what you have been taught in Multibagger Advanced Course & you will be just fine

Before I start with our premium pick of the month please watch the video above first. (Most Important !)

Chamanlal Setia Exports

Value Pick : Summary

About Business :

India is the 2nd largest rice producing country of the world & this business exports premium basmati rice under the flagship brand Maharani.

Chamanlal Setia Exports is a perfect example of Lala company where company name is actually the name of Mr Promoter . All the major shareholders are Gharwale & rishtedaar.

But on the contrary these guys are constantly upping their Maharani brand & growing turnover.

The world as well as our Country has insatiable hunger for Rice as it counts for about 40% of our agri production.

With many big n small businesses in agri sector from listed to unlisted. Our premium value pick is 1 of them.

In past I used to be a fund manager at a Agri-Commodity based Hedge fund ie, iMoney LLP . Since me closing that fund I always wanted a share of this sector as they are truly money minters & luckily now we got one .

Kaise let's check out...


SWOT Analysis :

Strengths

  • Rice procurement pricing power.
  • Recognized Maharani brand & promoter is focussing on investing heavily on increasing brand equity.
  • Majority turnover is from exports where margins are very good & sustainable.
  • Capable of procuring rice & maintaining production in case of weak monsoon (Rice in India is a rainfed crop).
  • Promoters are constantly reducing debt & believes to grow organically. This is something I love in this premium value pick.

weaknesses

  • Remuneration policy of Chamanlal Setia Exports are not investor friendly & promoters & his family enjoys lot of perks. They are taking maximum benefits under remuneration policies of Companies Act 2013.

opportunities

  • Business should explore new International markets.
  • R&D in Basmati to have more options within the brand.

threats

  • Sharp fluctuations inr-dollar rate is always a risk involving exports of Agri products.
  • Monsoon plays somewhat important role in plantation season of rice & lower amount of rains are an inherent risk.
  • As such no major threat sector-wide worth mentioning here as we are dealing with most essential product of human need ie, Staple food.


Business Verdict :

The promoter is now aggressive with expansions but believes in growing organically without debt & young generation of Setia family is slowly taking control of expansion. I must say they are till now doing a good job & executing a realistic plan.

Chamanlal Setia Exports Ltd. is a Multibagger stock in India available undervalued. ValueGuyz this stock is a definite premium value pick to consider for your research.


Official Website

Quality Analysis
Value Matrix

What are Value Picks ?

Value picks are stocks of companies that are believed to be undervalued at NSE or BSE. It is an outcome of huge sattebaaji directed by Stock brokers in that stock making Markets overreact to good and bad news, resulting in stock price movements that do not correspond with the company's long-term business or fundamentals.

You can learn Value Pick Multibagger Stock course & start your own research in depth. After completing the Value Pick Multibagger Stock course You have to apply methods & circle of competence on your researched Value Picks.

Is Value Pick Tax Free ?

YES, Profit arising from holding Equity shares for 1 Year or more is covered under Long Term Capital Gain ( LTCG) as per Income Tax Act 1961 ( Section 54 )

regards,

jasmeet singh

Founder & Investor

SEBI Regd.(INH100004951)

Jasmeet Singh

About me :

Currently managing assets of 5 Crore+ & still sleep like a baby every night because Valueguyz makes life simpler.

I am passionate about 3 things in my life Financial System, Fitness & Photography

I got introduced to Financial system through Forex Trading back in 2007 during my 3rd Year of Engineering & It was too complex yet magnificent. Officially I entered Indian Stock Market in early 2008 at the very beginning of Global Financial Crisis, but what the hell did I know for me it was the last semester & time to get serious about my passion ie, Counter Strike

Legends :

RoCE : Return on Capital Employed (Effective)

PAT(Avg.) : Net Profit after tax ( Average )

CMP : Current Market Price

MoS : Margin of Safety

DISCLAIMER

I am currently a registered Research Analyst with SEBI (INH100004951). My writings n research here at www.valueguyz.com are in accordance with SECURITIES AND EXCHANGE BOARD OF INDIA (RESEARCH ANALYSTS) REGULATIONS, 2014.