5Gem
5 Gems #17


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 Biocon Ltd and LG Balkrishnan & Bros.
Linde, Linc and Kaveri Seeds as torch bearers.
CMP 376.45
It has the largest bio-similar pipelines comprising 28 molecules to be launched over the next decade.
Only Indian company to get FDA approval for 3 bio-similar molecules.
Good Dec’21 YOY Quarter results.
Stock maintains a PE 65 during the last few years.
After it fell Support Line of 370, it is back to regain range above 370 that can over a year lead to 650.
CMP 565.60
Kaveri Seed is among the largest crop producers in India, with presence across 22 states spanning, 12 Agro-climatic Zones of India.
Critical Year nearing May2015 Revenues.
Have done well to come out from the mayhem of May2015.
Early Entry at CMP 565 and review. Stay longer once above 700 again till 1075 (ATH Jun’15).
CMP 709.00
The company has a 75% market share in automotive chains in the Indian 2-wheeler industry.
Undergoing Scalability and PE Expansion till touches PE 20 over next 1-2 years.
Hold for Long Term.
Short Term expecting 900 by June 22 and 1300 by Dec 22.
CMP 290.00
It is an Indian stationery manufacturing company. Engaged in business of Ball Point Pens.
Among the few companies, who during the Pandemic seems to have reduced their Borrowings over the last two FY’s out of the probability of excess liquidity.
Hoping the company would normalize operations with an expected EPS of 10, PE 50 Target 500 by Dec22.
CMP 2790.90
Linde India Limited, formerly BOC India Limited, is engaged in the gas business.
Later review on better Qtrly results.
Short term play till 3300 to 3500 CMP 2774.00
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