Company reported a top line of Rs.41 Cr v/s Rs.29 Cr and a net profit of Rs.7 Cr v/s Rs. 3 Cr for the March quarter compared with same period of last year.Company's year ending is in June and it already surpassed last full year profit in this 9 months itself ( Last full year EPS was Rs.9.25 where this year 9 month EPS is Rs.12.50) . Contribution from company's recently inaugurated plant is expected to reflect from next FY onwards.Recommending to HOLD the stock.
sir,
ReplyDeleteyour view on Galaxy Ent, your earlier reco?
Is it still a HOLD/BUY and do you expect Biyanis to scale the biz going fwd.
thnx
After a long wait ,it seems some positives are happening
DeleteSir, As you pointed out that the worst is over for ORCHID CHEM. Really good result because revenue has increased sorry doubled almost and reduced debt a lot.
ReplyDeleteYour view please sir
Regards
CTS
I think ,smooth implementation of CDR package is important and waiting for some developments in this direction.
DeleteSir,
ReplyDeleteCould you share your views on Sicagen India Ltd, if you are tracking it.
Thank you
Not tracking it
DeleteDear Sir,
ReplyDeletethe results reports of Caplin is really good. Do you still recommend us to add this for a long term investment
Stock already appreciated more than 100 % from recommended level .My opinion expressed in the above posting itself.
DeleteSir please your view on india bulls power kindly reply sir
ReplyDeleteNot tracking it
DeleteDear Sir, what's your take on Mangalam Cement results announced today?
ReplyDeleteAs expected numbers are poor, however, note says one of their new plant woth 1.25 mm capacity will be operational in this current qtr. Next 14-15 year look promising, isn't it? Shall we continue to Hold?
Thank you!
Hold the stock
DeleteAre you tracking TRF ?? I have bought at 148 and results were above expectation . should I hold or book out
ReplyDeleteI don't know how it is above expectation ( May be your expectation was too low ) .For me it is not above expectation .Excluding the exceptional item company reported a loss of Rs.9 Cr.
DeleteSir your views on Prakash Industries please.
ReplyDeletePrakash Ind already appreciated almost 50 % from recommended level
DeleteSee below link
http://value-picks.blogspot.in/2012/02/prakash-industries-buy.html
At CMP ,requesting to HOLD
sir what is your opinion on this accounting note for arrow coated products
ReplyDeleteBasis for Qualified Opinion :
a) The company has not made provisions for overdue debts aggregating to Rs. 13720.57 (‘000) and advances aggregating to Rs 31500.92(‘000).Had this observation made by us been considered Loss after Tax would have been Rs. 28459.05(‘000) ( as against the reported figure of Profit of Rs.16322.44 (‘000)); reserves and surplus would have been surplus of Rs. 1316.90(‘00 0) ( as against the reported figure of surplus of Rs. 46098.40 (‘000)):trade receivable would have been Rs. 17755.23 (‘000) ( as against the reported figure of Rs. 31475.80 (‘000)): long term loans and advances would have been Rs.28449.01 (‘000) (as against reported figure of Rs 59949.93 (‘000)),
b) As more fully explained in note 41 to the financial statements the Company has not complied with Accounting Standard 24 Discontinuing Operations.
4.20 AM May 11th
Dear Friend
DeletePlease avoid repeating same question on a daily basis .This same question answered in detail below the posting of Caplin point -result update on 12/05/2014 .Before raising same query please check whether the same answered in recent past ,otherwise it will waste only time and effort.
I am still positive on Arrow Coated
Dear VP,
ReplyDeletewhts your view on valuation by CRISIL in respect of Astra Microwave from CMP to fair value of Rs.88/-? What can we understand from this. Please share your view and also inform whether we can buy more?
thanks
No comments about others opinion . Recommended this stock @ Rs.35 and still positive on it
Deletehttp://value-picks.blogspot.in/2013/06/astra-microwave-products-ltd-niche.html
Sir, what a pick sir!!
ReplyDeleteBlue Star Infotech records highest ever year end revenue, PAT multiples 3 times..
Take my bow sir!!
Sir...could you please share your views regd Siyaram Silk Mills Ltd...this has shown great rise in the current bull run.
ReplyDeleteSiyaram recommended @ Rs.168 ,today it is @ Rs.403 .Risk takers can still HOLD and others can EXIT
Deletehttp://value-picks.blogspot.in/2010/04/siyaram-silk-mills-ltd-buy.html
Hi, Whats your view on Indo Count Ind. ?
ReplyDeleteNot tracking it
DeleteDear VP sir,
ReplyDeletethanks for your valuable comments. Could you please share your views about tv18
Dear vp sir need your view on the valution of stock ramco ind at 37rs for buying and holding for a year did this stock have some triggers to unlock in coming months
ReplyDeleteHi VP,
ReplyDeleteI think the kind of hidden gems you are finding there is no prob I think in blindly buying stocks based on your recommendation pls just guide me weather u see any upside further in saksoft as it is trading around 80 to 90 in this bull market thought being a better stock based on valuation in yhe market suggest weather to sell or hold