IGARASHI MOTORS INDIA LTD - is a stock recommended earlier @ Rs.50 ( Link HERE) .Today it moved up by 20 % and closed @ Rs.162 . Recently company acquired by global investment firm Blackstone Capital Partners through Agile Electric Sub Assembly Pvt Ltd. Company's financial performance improved substantially in recent December quarter ( Sales improved from Rs.70 Cr to Rs.93 Cr and net profit moved from Rs.6 Cr to Rs.13 Cr .) . Introduction of more hybrid vehicles and recovery in auto sales in foreign countries will help the company to report better numbers in future . More than this ,considering the current share holding pattern ( majority owned by an investment firm) we can't rule out the possibility of a stake sale in favor of some bigger players .Company already have a joint venture with Robert Bosch GmbH ( the parent company of listed company BOSCH Ltd) .Read related news HERE . Still recommending to HOLD the stock even after more than 200 % appreciation.
ARROW COATED PRODUCTS LTD
This stock recommended with a detailed report about Six months back @ Rs.12.50 which now trading around Rs.42 . Because of its uniqueness ,in my previous report , I have mentioned it as a potential multi bagger .As expected ,company reported better numbers later and today announced an exclusive supply Co-operation Agreement between Tsukioka Film Pharma Co. Ltd Japan ( Read it HERE which is self explanatory ) . Considering the niche products backed by patented technology ,I believe it is only a beginning .Still recommending to HOLD it for long term
For detailed report Click HERE
ARROW COATED PRODUCTS LTD
This stock recommended with a detailed report about Six months back @ Rs.12.50 which now trading around Rs.42 . Because of its uniqueness ,in my previous report , I have mentioned it as a potential multi bagger .As expected ,company reported better numbers later and today announced an exclusive supply Co-operation Agreement between Tsukioka Film Pharma Co. Ltd Japan ( Read it HERE which is self explanatory ) . Considering the niche products backed by patented technology ,I believe it is only a beginning .Still recommending to HOLD it for long term
For detailed report Click HERE
Hello sir, can u please provide your view on bgr energy for next 1 year, thanks shailesh
ReplyDeletePositive on BGR Energy but nothing to comment about the time frame u mentioned
DeleteSir, can I take fresh buy in arrow coated? Pl advise. Thank you.
ReplyDeleteDepends on your risk profile.
DeleteHello dear sir ,bought Nath Bio at 94 levels . Should I average now ? Can i hold this with 2-3 yr timeframe .. Please Reply ...Thank You Sir
ReplyDeleteAverage it if you are ready to hold as mentioned
DeleteDear VP,
ReplyDeleteSeems like, you don't like to answer any questions about the stocks which have gone down after your recommendation? I have asked you so many times to share your current view about Mafatlal, Lumax auto and Panacea bio, but you seems to ignore my question? Is my assumption correct? We don't expect that everything you recommend is going to zoom, but what we need to know is if there is any issue with them so that we can book loss or else hold on to them for some more time.
Regards,
Jay
It is very easy to raise allegations than answering same questions again and again.I don't know what to update/comment every time without any important factors happening which affect the fundamentals of the company or any significant price movement. Take the case of one of the company mentioned by you above - Panacea Biotec .There was an important announcement of resumption of supply to WHO in last month and on the very next day i indicated my opinion through a posting ( Link below)
Deletehttp://value-picks.blogspot.in/2014/02/panacea-biotec-update.html
I don't know whether there is anything happened thereafter to change opinion .This is the case of many -- in case of Mafatlal ,i expressed my opinion as reply for someone's question immediately after the result declaration .
Please don't insist your own question must be answered even if the same question replied to someone else ,it is practically very difficult.
Sir,
ReplyDeleteDo u think Nath Bio still at Buy level or Hold. Pl. advise so that I can invest.
Thanks.
Replied above
DeleteHelo sir, I am thinking of buying HCC at current levels of rs 15, does it have the potential to become a multibagger as many of the analysts are saying its goons be a multibagger, buy before buying it I wanted your opinion on this, thanks a lot or your response on the earlier replies, shailesh
ReplyDeleteNot tracking Unitech
DeleteHello sir, I think you misread that one I wanted your opinion on HCC not unitech, thanks shailesj
Delete:) sorry .but no change in the answer ,not tracking that too ..
Deletedear vp
ReplyDeleteigarashi motors ...wht can be the value of bosch igarashi jv .is it a long term buy ?
all time high 238 ---can q4 be another bumper what can be its fy 14 eps ?
and p/e it should be getting
rgds
rahul
Expecting good numbers from Igarshi in this quarter too.
Delete