Tuesday, April 15, 2014

PAPER PRODUCTS / SEQUENT SCIENTIFIC - UPDATES

PAPER PRODUCTS LTD


Paper products recommended @ Rs.61 ( Recommendation HERE) hits its life time high (adjusted to stock split)   today @ Rs.102 . Still recommending to HOLD this MNC stock for long term

SEQUENT SCIENTIFIC LTD

This stock initially recommended to Rs.138 and repeatedly requested to HOLD despite poor working results thereafter .Today stock hits its 52 week high @ Rs.235 .I believe company is now started the ground work to become a niche play in selected segments and recent exit from specialty chemical business and formation of new joint venture company with Shasun Pharma is only a beginning in this direction. After subscribing lot of shares through preferential offer in last two years,promoters recently acquired shares from open market too even at a price higher than Rs.200. Requesting to HOLD this stock with patience for long term.

You can access detailed report on this stock HERE


21 comments :

  1. Mr.VP ,
    I do not agree with you the kind of projection you have illustrated here above on Sequent scientific , since I have visited the company some 4-5 months back and as a investor I am not convinced the kind of product they are going to launch,it is not very great company has to in toughest competition from it's peers.So, my only request to you, not to be very enthusiastic on it.In my view the stock price will remain subdued because of the company's weakness in many R&D which they are clearly lacking.I am writing it and my view irespective whether you publish or not.Thanks.

    ReplyDelete
    Replies
    1. Sure ,you have freedom to believe so and act accordingly . But this need not change my opinion . I don't think a company's growth should happen only through organic route ,especially owned by promoters like this.

      Delete
  2. dear value pick, your recent recommendation of IFGL reached 52 weak high of 81 today. May I assume it is a long term bet, please comment
    regards Ramna

    ReplyDelete
  3. Can i hold for long term in kirlosker oil and ador welding

    ReplyDelete
    Replies
    1. My stock recommendations are generally not for short term.Track the company properly and hold it if there is no negative happening till it is not expensive based on anticipated future earnings .

      Delete
  4. Dear VP Sir

    What is your call on ROTO pumps now? How much impact these recent announcements can have on the topline of the company? And also when is the expansion of new capacity getting operational?

    Thank You

    Best Regards

    Vinay

    ReplyDelete
    Replies
    1. Stock recommended @ Rs.80 ,now @ Rs.160 + - HOLD it

      Old Link below:

      http://value-picks.blogspot.in/2010/04/roto-pumps-ltd-buy_12.html

      Delete
  5. Hello Sir,

    Can you please share your view on Goodricke Group Ltd.

    Thanks...Rajiv

    ReplyDelete
    Replies
    1. Stock is a good one from the industry but one should closely track the industry since it is agro based ,and impact of weather condition will surly affect its fortunes.

      Delete
  6. Vp Sir, Please throw some light on Eon electric. One of your old recommendation hovering around 20 for very long time. Eagerly waiting for your response. Thanks, Prabu K

    ReplyDelete
    Replies
    1. After selling its core business ,company started another innings afresh .Need lot of patience.

      Delete
  7. Hello VPji,

    Thanks for hosting this amazing blog. Can you let us know your opinion on Mayur Uniquoters Limited ?

    ReplyDelete
  8. Dear value pick
    Any chance of opto circuits improving in future?Would appreciate ur views..Thanks
    Ravi

    ReplyDelete
    Replies
    1. Company facing lot of working capital related issues .If it can induct a financial partner, still there is scope in business .

      Delete
  9. Sir, seeking your opinions on Anuh Pharma & Cheviot Company.
    Are they good for investments?

    ReplyDelete
  10. Dear VP sir, want to know your view on HT Media. Thanks & regds.

    ReplyDelete
  11. Dear VP ji

    Should I enter into Paper Products at CMP or your recommendation is just to remain invested for the existing investors. Is it safe to enter at current levels as it has already appreciated 60% in last 2-3 months ? Is there any new recent update from the company ? I am long term investor. I have also noticed that Dolly Khanna has also invested in the stock.

    Thx for your valuable suggestion

    ReplyDelete
  12. Dear Sir,
    Sorry to ask, But curious to know if I can get live updates on my mobile when ever you post or some one asks querries, i mean can i get live feeds. Thanks and sorry if i asked something wrong

    ReplyDelete

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