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Value buys - The intrinsic value is close to market price
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Value buys - The intrinsic value is close to market price
Message Icon Topic: Kohinoor Foods – Leveraging its KOHINOOR Post Reply Post New Topic
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Siddhartha
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Quote Siddhartha Replybullet Posted: 30/Nov/2006 at 11:13pm
The domestic ready to eat market is showing explosive growth and surveys suggest that this segment could grow at more then 200% CAGR the over the next two years.
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Basant ji great point. Could you suggest any company which is fully in ready to eat market.Vadilal industries is in frozen food business, which could be also big business. RJ also holds this stock. 
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basant
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Quote basant Replybullet Posted: 30/Nov/2006 at 6:45am
Vadilal and ATFL are all hope but no delivery. Personally ITC is there but then the percentage of this to overall sales is very low. Satnam Overseas si a also a   player as is Ruchi Soya but then there are no big leaders in the making as such where investors could significantly gain and create a big multibaggers.
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basant
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Quote basant Replybullet Posted: 22/Jan/2007 at 8:56pm
Results were in line or rather better. Company confirmed its plans to sell through Reliance FRESH. Kulmanji's pick axe theme would work here well.
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jack
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Quote jack Replybullet Posted: 26/Jan/2007 at 1:29am
Basant ji,
how do you compare kohinoor foods with lakshmi overseas?
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basant
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Quote basant Replybullet Posted: 26/Jan/2007 at 7:30am
I have little idea on Lakshmi Overseas but broadly Kohinoor's tie up with the retail biggies should keep it in good stead and help it maintain its leadership potential.
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kulman
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Quote kulman Replybullet Posted: 26/Jan/2007 at 7:35am
1. Lots of Mungerilals are trading heavily in newly listed LT Overseas, which owns "Daawat" brand of basmati rice.
 
2. Lakshmi Energy & Foods (erstwhile Lakshmi Overseas) results are good. They are also into wheat. Some interesting project for converting waste (husk) into power is being implemented--Biomass Energy.
 
3. Two other players in this space are REI Agro & KRBL.
 
 
 


Edited by kulman - 26/Jan/2007 at 7:42am
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valueman
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Quote valueman Replybullet Posted: 29/May/2007 at 3:16pm
I think it is good time to have an Initial exposure of Satnam /Kohinoor foods at current levels .
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ganiga
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Quote ganiga Replybullet Posted: 06/Jul/2007 at 1:11pm
Dear Basantji

Kohinoor foods is being discussed on various forums and has been recommended by various analyst  , but the stock has not performed to the expectations, it is just trading above its 52 weeks low for quite some time now,  what is your take on this
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