I would assume atleast 2.5 - 3 milllion cases would be just Mansion house brandy.. and rest would be Courrier Napoleon (semi-premium range)
the question is what are the ground realities... actual data from the ground level .. Liquor being a controlled product and heavily taxed and a source of revenue.. govt data is available.. though not easy to mine or to extract..
I have got data for Kerala State and presenting raw data here for every one.
- Every month what ever liquor is selling its replaced from warehouse.. so that each store has the liquor which is selling (in demand) and not something the public does not want..
As can be seen for location : "BLM Overbridge" most selling Brandy is Mansion House.
with 10.60% replacement market share
The other important thing worth mentioning is that this list did not contain.. Honey Bee Brandy or Mcdowell No1 Brandy..(largest selling brandy brands in India & the world) so either Mcdowell No1 & HoneyBee is being discontinued .. or the cheaper brands have to be pushed by the Supplier and demand is not generated!! (I'm guessing/speculating based on data available..)
Another important thing is Kingfisher brand of beers seems to be trailing to " British Empire Ultra Premium Beer" [SNJ Breweries Pvt limited] by huge margin..
this is not good news for United Breweries shareholders.. I hope they have their ears on the ground to face the challenge .. and nip it at the bud!!..
Raw data for "BLM Over bridge" location in kerala has been provided for all to evaluate and make an informed decision.. (its a bit too long so please right click and open on a new tab to see it in detail)
Page 1
Page 2
Page 3
Page 4
Page 2
Page 3
Page 4
you can see data for whiskey - vodka & rum also for "BLM Overbridge" location to get an idea about what's selling in Kerala in March/April 2019!
PN: "BLM Over bridge" is just one sample location and not necessarily a good sample.. so please do your own deep dive to come to any conclusion... this is my own study for my own personal review.. not a comprehensive industry wide database..
Conclusion: Tilaknagar has a MCap of just: 188cr ..& sales of 1800cr (approximately for march 2019 guess-estimate) and its the market leader based on ground realities (data from kerala) .. Its definitely very cheap for a market leader in Premium brandy space.. and over the next 10 yrs we can easily expect Tilaknagar to be a multibagger (once it gets its debt fixed..) Tilaknagar is an 86yrs old company so Tilaknagar Industries has seen its fair share of up & down days & should be still around for decades to come.. Good time to add/invest when stk is at rock bottom..
United Breweries seems to have a new challenger[SNJ Breweries Pvt Limited] and needs to pull up its socks ..else it could very well see the floor disappear from under its feet..
PN: I am not a sebi registered investment advisor, this is just data based on my person research and its not comprehensive... Please do your own research and consult a registered investment adviser before investing.. I do have investments in Tilaknagar Industries.
Posts
21 comments:
Hi Whatsupji,
Your stock recommendation of manugraph industries is down from Rs 50 to Rs 18. Your views?
started adding TI, given up on william magor.. holding companies are always tricky anyway
This is not the correct time to invest in Kingfisher. But if you are interested in the commodity market, contact me. Free Commodity Tips.
After visit this blog i know about some stocks actual market predictions and news behind it, how's they perform for future trading.
Abr Venture Fiancial Services
Tej ji..
Yes a lot of stks have collapsed.. it's like the floor has been removed from under the feet of stks.. manugraph is no different..
But let's look at shareholding data for manugraph:
March 2019: 10,383 shareholders
Dec 2018: 10,481 shareholders
Sept 2018: 10,669 shareholders
Jun 2018: 10,794 shareholders
Mar 2018: 10,937 shareholders
Dec 2017: 11,221 shareholders
Sept 2017: 12,426 shareholders
Jun 2017: 12,797 shareholders
So the stk price has fallen.. the stk has been accumulated.. as no of shareholders is reducing consistently..
Stk price is not disclosing this information.. manugraph is a good buy at current prices.. cmp: 17.85
--happy investing
Whatsup-indianstockideas.blogspot.com
Your view on jayant agro please.
Looks too tempting at current level. But need to understand the causes behind the crash before buying.
What is ur opinion about recent one time debt settlement with SBI and on FUND RAISING PLAN....
Thanks for sharing with us.
Business Setup in Dubai
Ajman Free Zone offshore formation
Ajman Free Zone
Ajman Media City Free Zone
Dubai PRO Service
DNRD Typing Dubai Immigration
PRO Services in UAE
Dubai Local Sponsor
Dubai Company Liquidation
Strange "water hack" burns 2 lbs overnight
Well over 160000 men and women are using a easy and secret "water hack" to drop 1-2lbs each night while they sleep.
It's painless and it works every time.
Here's how to do it yourself:
1) Go get a clear glass and fill it half full
2) And then use this awesome hack
and you'll become 1-2lbs thinner the next day!
Ways & Works Consulting is an ISO 9001:2015 certified HR Consulting Firm, Manpower Recruitment and Practical Training firm career with an aim to provide value aided service to employersTop Manpower Recruitement company in india . with an in-depth understanding of their requirements. We are working as a perfect bridge between the employer and employee to fulfil their needs by placing the best suitable at place.
Nice article. stockinvestor.in shares information related to stock market like stock market analysis, advice the tips to invest in the stock market, and also provides stock market recommendations.
company profits
shares online
free brokers online
Nice article, thank you for sharing wonderful information. I am happy to found your blog on the internet.
Also read more about of Indian Stock Market
Hey If You Are Interested To Invest In Singapore Market. Than Here Is a Good Opportunity To Invest In Secondary Market. ADDX Financial Provides A Various Investment Platforms To Invest In Singapore Market.
Useful information. Fortunate me I found your website accidentally, and I’m stunned
why this twist of fate did not took place in advance.
I bookmarked it.
cheq out my website Satta King Fast
I do not know if it’s just me or if perhaps everyone else experiencing issues with your site.
It appears as if some of the text in your content are
running off the screen. Can someone else please provide feedback
and let me know if this is happening to them too? This might be a problem with my web browser because
I’ve had this happen before. thanks.
Our Site Black Satta King 786 And Charminar Satta King
can you share command using for cash deposit check here my work ipo
On satta king and satta matka online Gaming Platform You can find any game result instant and accurate .Satta king and satta matka is the only platform that gives you the fastest and most accurate results of your game.
Thank you for sharing wonderful write up, we liked your blog post. You can also check
Manual of On Vermiculture and Vermicomposting .
What is your view on q4 results of tilaknagar???
It is really a nice and helpful piece of information. I’m glad that you shared this useful information with us. Please check Jarvis Invest to know more about digital stocks in india
Post a Comment