ALPHAGEO INDIA LTD
This stock recommended @ Rs.38 about 10 months back which is currently trading @ Rs.338 . Company reported June quarter numbers as follows :
Recommendation Link HERE
ARROW COATED PRODUCTS
This stock recommended @ Rs.12 about one year back which is currently trading around Rs.138 .Today company declared its standalone June quarter result . Since majority of its business coming through subsidiaries , no meaning in reaching conclusions based only on published result. Company normally declaring consolidated result only on full year basis.
Recommendation Link HERE
Sir,
ReplyDeletewhat is your view on gulshan poly?
Many times replied as 'not tracking this stock'
ReplyDeleteDear sir,
Deletedo you track asian oilfields. It is also in same business as alphageo ie seismic contracts
Vp Sir Patels airtemp has rectified its anual reportas below=
ReplyDeleteWith reference to the earlier Annual Report 2013-2014, Patels Airtemp India Ltd has now informed BSE that the following typographical error has occurred in Annual Report 2013-14.
"On page no.6 in Director Report under the head (Future Prospectus) Order book amount mentioned is Rs. 136.37 Lacs instead of Rs. 136.37 Crore"
Thanks sir for your efforts.
Sir,
ReplyDeleteAs you know that Bhushan Steel has slipped very much, fundamentally it is good stock. Can you plz tell us whether it is right time to buy this stock
It is a good asset ,but lot of shares are pledged . So difficult to predict a bottom.
DeleteThnx, for Alphageo! Sir, Whats your view on LML? for next 2-3 years
ReplyDeleteWhat is fundamentally special at this time in LML ?
DeleteSir ji,
ReplyDeleteWhat's your call on Force motors after its dream rally? Can you please suggest where can I book profits bought at rs 425?
Not tracking it
DeleteThis comment has been removed by the author.
DeleteSir, Couldn't infer. Normally at the end you would append with 'Recommend to Hold/Book Partial profit'. Like wise, what do you suggest for the above two ? Hold/Partial Profit ?
ReplyDeleteThanks for the understanding,
Darshan S.
In case of Alphageo ,difficult to take a decision without knowing the pending order book which may disclosed in AR.
DeleteArrow Coated is a company with futuristic business. Risk takers should Hold it
Sir,
ReplyDeletePlease provide your suggestion after the quarterly results of EON ELECTRIC which is also one among your recommendation. Whether we can hold this stock for long term. Did you see any improvement in business going forward ? Please reply back sir.
Thanks ,
Prabu K
Expecting improvement going forward , may take some long time.
DeleteDear VPji,
ReplyDeleteKalpena also announced stock split as 5:1
Result: http://t.in.com/0Jpp
Split: http://t.in.com/1JoA
Please give your valuable comment.
Regards
JD
Hi VP,
ReplyDeleteHolding Lumax Auto Technologies since your recommendation (average buy price around 95). Is it a good idea to add more at this level? Seems to be a good result. I believe they might pay off all the debt with extraordinary income they received this quarter.
Regards,
Jay
Stock already appreciated 80 % from recommended level.One can HOLD it.
DeleteSir what is ur view on "themis medicare" As i recomanded in 2012 Till Now it is down . Can at current we can enter in this company . Pls reply pls dont ignor me
ReplyDeleteI don't know where you recommended and why ?
DeleteI recommended it @ Rs.93 and it is not below my recommendation price even now.
VP Sir, what could be the reason Arrow Coated or any other company unable to publish Consolidated Results on quarterly basis ? Is it a fair practice ?
ReplyDeleteIt is not mandatory in India, in case of quarterly result.
DeleteDear Sir
ReplyDeleteI have recently come across your blog and i am amazed to see your picks. Very Impressed by your Vast Research.
Do you track Era Infra Engineering ? Does it looks like a multibagger ?
Regards
Not tracking it.
DeleteSir, please tell me your comment about Jain Irrigation Systems and its results. I though it is decent. However, it is nosediving since i bought it and i bought them when it was near its peak.
ReplyDeleteResult was decent .Can;t say anything about market reaction.
DeleteHi sir, thanks for your picks - sunshield chemical and acrysyl. Came to stock market after so many days, everything beautiful and up. Thanks again. Sir, can you please some good logistics stock to proxy play on flipkart and Amazon?
ReplyDeleteI really doubt whether there is huge expectation building up on listed logistics companies on account of growth in E-Commerce . Now It seems all major E-Commerce companies are setting up logistic services by their own at least to connect major cities. One should consider this point too. There will be some benefits to listed logistics companies for sure but whether the expectation is running ahead of reality a question .
DeleteSIr,
ReplyDeletePlease advise your views on Freshtrops fruits. Seems improving QOQ basis and also future looking good. Expecting your response . Please advise sir
Thanks ,
Raj
Only issue of this company is the seasonality in its business .
DeleteSir,
ReplyDeleteSuperhouse has come with rocking set of numbers! Thanks a lot for your blog.
VP Sir
ReplyDeleteYour opinion about LIC Housing. Can I switch it for DHFL?
Not tracking LIC HF
DeleteSir, Thnx for IFGL bet..! Whats your view on IFGL Ref Q1FY15 no's. To me seems to be good. Can we accumulate more at CMP?
ReplyDeleteHOLD
DeleteSirji,
ReplyDeleteYour views on Kopran results please.
Thanks
Received lot of comments about Kopran. From these comments , I believe there was some over expectation in this quarterly result and there may be a knee jerk reaction due to this reason. But we should understand that the UKMHRA approval received only 3-4 months back and there should be enough time to establish a marketing channel..etc. Let give them some time.For expanding their FMCG and Pharma business ,company is in the process of filling various vacancies ( http://in.jobrapido.com/?w=kopran&fh=1) .Over all , I don't think there is any reason for panic in this stock at this point and the same I mentioned in the posting of this stock itself as 'it is for investors with enough patience'
DeleteBilCare consolidated EPS -4.2 compared to -17 last June even Sequentially 50% improvement hope by sept results they will back in black
ReplyDeleteDear VP sir
ReplyDeleteBilcare results are out for Q1. What are your views sir . There is a consolidated loss of about 9.89 cr but losses have consistently declined. Maybe they would turn positive next Q? Thanks
Regards
Shankar
Investing in currently loss making but potential turnaround stocks is one best method to generate market beating returns. But it need lot of patience and above average risk taking capacity .Bilcare is not a small company and because their issues were not very small .Dip in sales is always a possibility when there in difficulty to raise working capital .As in the case of Kopran mentioned above , patience is needed beyond few quarters. Those who are not interested in such possibilities and interested only in making quick bucks , please never buy such stocks.
DeleteSir your views on liberty shoes. .....can it be bought at 300 or do you think there are better opportunities in the market, ......also your view on bilcare after its results
ReplyDeleteSir, trying one more time...would you be able to provide your input on ABC india limited. Thanks
ReplyDeleteNot tracking it
DeleteWhat are your views on Gujarat Automotive gears for long term.
ReplyDeleteNot tracking it
DeleteWhat is the difference between mold tek packaging's and manjushree technopak's line of business.?
ReplyDeleteAre they compitetors.?
In broad sense both are packaging cos , but serving different class of products . Manjushree's major customers are food and fmcg cos where Moldtek servicing Paint,Lube ..etc
DeleteRespected Sirjee,
ReplyDeleteWish you ,your family and all the blog reader, a happy independence day.
Thanks and same to you
Deletewhat is ur view on galaxy ent post results?
ReplyDeleteAlready commented about it
DeleteSir,
ReplyDeleteRecently Sequent Scientific Promotors sold shares. Anything changed on the fundamentals?
Your information is wrong, they not sold a single shares but hiked their stake
DeleteSir,
ReplyDeleteWhat's your take on Bilcare results? Sales have reduced but so is loss on consolidation basis.
Please avoid repeating same question which answered even below the same posting
DeleteSir , Yr comments on v2 retail june 14 results?
ReplyDeleteOne should Hold it with a long term view
DeleteWish you all HAPPY Independence Day
ReplyDeleteSo nothing for you expect My Sincerity my love & prayers
May our country progress in everywhere and in everything
So that the whole world should have proud on us
Hindustan Jindabad!!!!!!
Regds,
SAM
Thanks
DeleteHello sir ji...
ReplyDeleteAm new to yr site..but got Really impressed with yr posts and its performance.
Hi sir. What about ujaas energy and shilpa medicare result_? Can I hold?
ReplyDeleteI am regular reader of your site. I am waiting for your take about Galaxy Ent.. Please do reply. It will be helpfl to us ina abig way. Rakesh P K
ReplyDeleteGalaxy Entertainment is a spending related there . Such companies will perform once the liquidity crunch in the economy subside and there is money in the pockets of mass .For the past few years situation was very tight and all of us are expecting recovery going ahead. In addition to that only recently company decided to expand its business by opening new outlet and the roll out is in progress. I believe ,its performance will gradually improve once more outlets added and people started to spend. It is reported that another future group company Future Market Networks acquiring many malls in Tier 1 and Tier 2 cities in recent times. It is a potential to start eateries in such malls by Galaxy in future. These developments will not happen over night and surely will take time. If you have patience to hold , hold it and your holding period is only short - exit from it.
DeleteSir,
ReplyDelete1) How can we know if a quarterly result is only from subsidiaries? E.g. in Arrow coated june results.
2) If I look at site like moneycontrol I see sum of quarterly results add up to annual. So what the difference if quarterly results are only from subsidiaries? OR rather what is extra in annual consolidated results?
3) Is there one website which can give correct and detailed company stats and financial results?
Thanks