Aarvee Denim recommended @ Rs.76 currently trading @ Rs.74.50 reported lower than expected numbers in recent quarter.Since the company could not exploit the current positive situation in denim industry ,recommending to exit from this stock for the time being.
Panacea Biotec reported a turnover of Rs.166 Cr v/s Rs.153 Cr and reduced net loss from Rs.72 Cr to Rs.62 Cr .This stock recommended @ Rs.108 and currently trading @ Rs.130. The mentioned positive factors are expected to reflect from next quarter onwards .Hold this stock.
India Gelatine recommended @ Rs.66 and CMP Rs.81 reported 180% increase in net profit .Once it recommended to book profit above Rs.100 ,those still holding it HOLD it now and book profit above Rs.100.
Panacea Biotec reported a turnover of Rs.166 Cr v/s Rs.153 Cr and reduced net loss from Rs.72 Cr to Rs.62 Cr .This stock recommended @ Rs.108 and currently trading @ Rs.130. The mentioned positive factors are expected to reflect from next quarter onwards .Hold this stock.
India Gelatine recommended @ Rs.66 and CMP Rs.81 reported 180% increase in net profit .Once it recommended to book profit above Rs.100 ,those still holding it HOLD it now and book profit above Rs.100.
VP Sir, Any thoughts on United Phosporus?
ReplyDeleteNo change in previous opinion.
DeleteDear Sir,
ReplyDeleteThankyou for sharing your knowledge.I am first time posting to you.
Are you Tracking Ramky Infra ? Can I accumulate at dips. Stock is trading near All Time Low. 1500 Crore Debt and 3000 Crore Topline.
Regards,
Nirupam
As you are aware ,there was some specific issues with Ramky Group .At this price it almost discounted.But the common issues like high debt,low order inflow ,delay in execution..etc are applicable to this company as in the case of any other company in this sector.
ReplyDeleteSir what are your thoughts on Munjal Showa is good company to invest at current level? Please guide me
ReplyDeleteNOt tracking Munjal Showa
ReplyDeletesir i holding india Gelatine.............want to stay invested for long-turn.Should i book profit above 100 or stay invested......Guide it sir.
ReplyDeleteProduct is with a cyclical nature and now price in international market showing some signs of softness
Delete