5Gem
5 Gems #16


In announcing the 5Gems, we have tried to create a balanced portfolio of stable and aggressive stocks.
Two good stocks providing good compounding entry are ATUL and Kirloskar Bros.
Jash, Selan and Jayant Agro as sprinters.
CMP 9267.00
This company segments, namely Life Science Chemicals and Performance & Other Chemicals, under seven sub-segments, namely Aromatics, Bulk Chemicals and Intermediates, Colors, Crop Protection, Floras, Pharmaceuticals and Polymers.
Expansion Plan Projects like Mono-Chloro-Acetic acid (MCA) could provide growth for next 1-2 years.
Good time to Buy and Hold for Compounding.
At this price, it is an ideal compounding candidate better than any Mutual Fund.
Expect +40%; Target 13353 by Jun22.
CMP 370
Complete fluid management solutions for large infrastructure projects in the areas of water supply, power plants, irrigation, oil & gas, and marine & defense.
Another Good Compounder Stock at this price can be a gem in your portfolio.
Best Buy @ 346-352 ; TGT 550 SL 315
CMP 150.50
Oil & Gas exploration with Government of India (GOI) for Bakrol, Lohar, Ognaj, and Karjisan fields.
Expect a good couple of years for oil exploration business and scope for PE expansion.
Expect the price to touch 220; SL 111.
CMP 484.00
Water and Waste Water Pumping Stations and Treatment Plants, Storm Water Pumping Stations, Water Transmission Lines, Power, Steel, Cement, Paper & Pulp, Petrochemicals, Chemical, Fertilizers, and other process plants.
Right time to Enter
Expect 775 by June22; SL 411
CMP 224.50
Manufacturing and trading of castor oil and its derivatives such as oleochemicals.
Expect +20% rise over next 2months
Target 290; SL 194 closing basis
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