Aspinwall is in the business of coffee, logistics and plantations. Headquartered in Goa, this company has a phenomenal history spanning over a century.
For more info check, http://www.aspinwall.in
NUMBERS - THE LATEST
Market cap: 347 crores CMP on Day3 Feb2018: Rs 444 BV: 170
Revenue FY17: 244 cr Net profit FY17: 7.5 cr approx FV: 10
POSITIVES
1. Logistics division of the company is doing very well. So is the coffee division with some global price volatility
2. For entire FY17 the company made net profit of 7.5 cr whereas in first 9 months of FY2018 they did a NP of around 14 CR
3. Aspinwall is steadily increasing its investment is almost all its divisions. On the other hand, they are also reducing their debts.
4. All the divisions of Aspinwall have a bright future.
INTERESTING INFO 1. This company was founded by a British businessman called as Aspinwall. So this is a pre-independence company
2. The current promoters of the company belong to a royal family of Kerala.
3. The company exports a substantial portion of its coffee. They also own a brand
4. Ace investor Porinju Veliyath has been an early investor in this company, through his PMS.
NEGATIVES - POSSIBLE RISKS
1. Global commodity price fluctuations could impact the company.
2. As Aspinwall in listed only on NSE its visibility could be muted.
MY TAKE
Aspinwall & Company is a wonderful investment opportunity. As this company got listed only in 2016 and that too only in NSE, very few people know about this company. This can be truly called as a hidden gem.
This is a high quality company, with a phenomenal history and track record. Stable and prominent promoters and sound management makes this company an obvious choice both from a medium as well as a long term perspective.
Aspinwall is an high potential multibagger!!
Disclosure: I own shares in Aspinwall.
For commercial collaboration, consultation and JV ideas;
you can contact me via zorbayogi9@gmail.com
Important Note: Potential multibaggers are those stocks which have potential to give 100 - 500% profits. Obviously such returns take time. Probably 3 - 4 years or more. Short term volatility is the reality of the stock market and that will always happen. Short term movements(upside and downside) are impossible to predict.
Only invest funds that you will not need for the next 3 - 4 years. As long as you buy a stock for the right reason and are convinced about the future prospects of the company, there is no need to worry if the share price goes down and stays down for a period of time after you buy; provided you have followed the cardinal stock market mantra BUY LOW.
Very important note: The objective of this blog is to share knowledge and info about multibagger ideas/opportunities. Neither is this trading website nor an analyst website nor a Buy/Sell call website. For stock market success, always do your home work, own analysis and make your own decisions.
For more info check, http://www.aspinwall.in
NUMBERS - THE LATEST
Market cap: 347 crores CMP on Day3 Feb2018: Rs 444 BV: 170
Revenue FY17: 244 cr Net profit FY17: 7.5 cr approx FV: 10
POSITIVES
1. Logistics division of the company is doing very well. So is the coffee division with some global price volatility
2. For entire FY17 the company made net profit of 7.5 cr whereas in first 9 months of FY2018 they did a NP of around 14 CR
3. Aspinwall is steadily increasing its investment is almost all its divisions. On the other hand, they are also reducing their debts.
4. All the divisions of Aspinwall have a bright future.
INTERESTING INFO 1. This company was founded by a British businessman called as Aspinwall. So this is a pre-independence company
2. The current promoters of the company belong to a royal family of Kerala.
3. The company exports a substantial portion of its coffee. They also own a brand
4. Ace investor Porinju Veliyath has been an early investor in this company, through his PMS.
NEGATIVES - POSSIBLE RISKS
1. Global commodity price fluctuations could impact the company.
2. As Aspinwall in listed only on NSE its visibility could be muted.
MY TAKE
Aspinwall & Company is a wonderful investment opportunity. As this company got listed only in 2016 and that too only in NSE, very few people know about this company. This can be truly called as a hidden gem.
This is a high quality company, with a phenomenal history and track record. Stable and prominent promoters and sound management makes this company an obvious choice both from a medium as well as a long term perspective.
Aspinwall is an high potential multibagger!!
Disclosure: I own shares in Aspinwall.
For commercial collaboration, consultation and JV ideas;
you can contact me via zorbayogi9@gmail.com
Important Note: Potential multibaggers are those stocks which have potential to give 100 - 500% profits. Obviously such returns take time. Probably 3 - 4 years or more. Short term volatility is the reality of the stock market and that will always happen. Short term movements(upside and downside) are impossible to predict.
Only invest funds that you will not need for the next 3 - 4 years. As long as you buy a stock for the right reason and are convinced about the future prospects of the company, there is no need to worry if the share price goes down and stays down for a period of time after you buy; provided you have followed the cardinal stock market mantra BUY LOW.
Very important note: The objective of this blog is to share knowledge and info about multibagger ideas/opportunities. Neither is this trading website nor an analyst website nor a Buy/Sell call website. For stock market success, always do your home work, own analysis and make your own decisions.
Dear Yogi,
ReplyDeleteI think you have came back with a bang,i mean 2 Blogs Back to back??? :-) ;-). Anyways, Aspinwall is a true Hidden Gem. No of shares traded are less then 10000 on an average. But i am skeptical on this quarters results would you throw some light on that?? I would have expected a Min EPS of 30 Rs this year(750 Price on a Multiple of Reasonable 25 Multiples as Ind Multiples are at 35 PE, as they have done a EPS of Rs 18 for 9M Period it would be hard to achive 30 Rs this FY. I would Expect the price to be 25EPS*25PE=625 i.e a 40-50% Upside Rs in Short to Medium Term but as and when the company performance improves further, this company can double their profits in Next 3 Yrs which could further help for a decent Multibagger Journey.
Good to hear from you, Suyog.
DeleteNow you are seeing Aspinwall trading around 10,000 shares everyday. When I first found it, there was an average daily trading volume of only around 2000 shares. Then see what happened? The stock moved from 200 to 550 in less than 3 months with not a single correction.
Dont get too engrossed in the quarterly results. That is not a great approach. In 9 months this FY, they have done in excess of 50% profit compared to last FY. And why do you want to guess what the PE should be? There are so many good quality companies in the market in the 40 - 50 PE range? So why not Aspinwall?
All I can say is that, the stock price will go higher and higher over the coming months and years?
How much ? Who knows ?
500, 700, 1000 ....anything is possible.
All the best!
Wow... Thanks sir for coming again .... Really glad to see you....
ReplyDeleteGood to hear from you, Nirav.
DeleteWish you a fantastic and profitable 2018.
cheers!
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