This stock recommended @ Rs.86 about five months back ( HERE ) which is currently trading around Rs.425. Today company declared its last quarter and full year financial results. For the quarter ended June 2014 , CAPPL reported a top line of Rs.48 Cr v/s Rs.39 and bottom line of Rs.7 Cr v/s Rs.1.5 Cr ,compared with same period last year.
For the full year FY 2013-14( Company's year ending is in June) , total sales is Rs.173 Cr v/s Rs.127 Cr and net profit is Rs.26 Cr v/s Rs.14 Cr . Full year EPS is Rs.17.11 v/s Rs.9.25 .
Company also declared a dividend of 40 % ( Rs.4 each) for FY 2013-14.
Contribution from company's newly started manufacturing facility is expected to reflect from next quarter onwards . Those with some risk appetite can still HOLD the stock,
Link to the latest interview with the MD of the company HERE
For the full year FY 2013-14( Company's year ending is in June) , total sales is Rs.173 Cr v/s Rs.127 Cr and net profit is Rs.26 Cr v/s Rs.14 Cr . Full year EPS is Rs.17.11 v/s Rs.9.25 .
Company also declared a dividend of 40 % ( Rs.4 each) for FY 2013-14.
Contribution from company's newly started manufacturing facility is expected to reflect from next quarter onwards . Those with some risk appetite can still HOLD the stock,
Link to the latest interview with the MD of the company HERE
Sir,
ReplyDeleteCan I buy Bilcare at CMP I am willing to take the risk but just wanted your opinion on this before buying as it has moved up by 20% from your recommended price..I trust you a lott...so plz plz do reply...I have posted this earlier bt there was no response...Plz do reply this reply..Thanks in advance
Already expressed my opinion post result as comment.
DeleteSir,
DeleteLactose India you recommended some time back - seems to be reviving to Rs 20+ ... is the story changing with this mob?
Namastey VPji,
ReplyDeleteCan u give ur opinion on Sintex, Oriental Carbon, Ptc India financials, RS software, and Suven Life science...thanx
Oriental carbon recommended @ Rs.93 which is currently trading around Rs.300 . At CMP neutral on it.
DeleteNot tracking the rest.
Sir,
ReplyDeleteNeed your important comment for Jain Irrigation System after Q2Q good performance but debt with company looks worry..For clarify asking you future in your experience...
Do you think Jain Irrigation will get at this price if there is no worry about its debt ?
DeleteHello VP Sir,
ReplyDeleteAlphageo declared very good Standalone results.As per my understanding this does not include the work they are doing in Mynamar through their subsidary. Wanted to confirm that with you.
Also u said that current order book is known only through Annual report.Is there any other way we can get info about the orderbook
like emailing company etc.
Thanks Sir.
Reported numers mentioned as Standalone
DeleteTry to contact over phone.
Dear VP sir,
ReplyDeletewhat is your view on snowman logistics IPO?
Rgds,
YK.
Please take the pain of searching before posting a query. Has been answered more than twice.
DeleteNamastey VPji,
ReplyDeleteLooking to ur recommendation about the packaging industry don't u feel like to see one more industry which are as important as this packaging industry...this industry is marking and printing ...as we all r expecting that their will be revival of growth in a positive mode then this industry also need to rerated....every packaging unit needs the printing and marking of the product so don't u think that this industry also have the chances of gud progressive growth...in this sector I am looking at control print stock which is available at 11 PE and also operating margin has improved a much in this quarter..a virtually debt free company and very good ROE from last thr years..it also declared a 25% divident this year....company management is also looks promising and very clear their vision to make this company's leader in the coming years in the coming days...plz I request u to look at this stock once...I think that this stock have the potential for giving good returns in the coming days....plz give ur comment only after seeing the stock....thanx....and thAnx for the ideas about the market research...have gaining knowledge from ur share of ideas about stock market...
I am not negative on Control Print :)
DeleteSir please share your view on mirc electronics
ReplyDeleteNot positive on it.
DeleteSir, Please update on Galaxy Entertainment. Can it be bought at CMP?
ReplyDeleteReplied post result
DeleteSir plz post ur full analysis about snowman logistics.
ReplyDeleteLot of people r recommending it , tommarrow is last date for IPO subscription.
Can it be a value pick in longterm .
I am finding no competitor to snowman logistics at present . their plans of expanding to teir 2 , tier 3 cities in future.
Many times replied for same query - positive on long term prospects.
Deletesirji --u have still not mentioned apcotex ( not revisited it after results )
ReplyDelete--anyways kedia vijay ( hni atul auto) has entered
ur views plz
is it not a near monopoly ..i have my targets placed at 700-800
1> asian paints pedigree
2> 2-3 important lines which u have already said about apcotex earlier
3> basf eyeing stake here ..shuld be the ultimate trigger
4> eps rs 25 x p/e 30 fy15 --fy 16 eps 28
5> q2 sept14 should be another bumper
6> disclosure : i hold huge qty and it has to close above 308 now ...fy15 target 500-600
REcommended Apcotex @ Rs.112 even before the stock split which is currently trading around Rs.300 ,post stock split. Still I am positive on this stock.
DeleteOld link below:
http://value-picks.blogspot.in/2010/03/apcotex-industries.html
Would u recommend Mayur uniquter for long term invest at current market price
ReplyDelete-Swas
Good company for long term
DeleteGo for an SIP at this level , and buy more if it fall around Rs.350
Hello Sir,
ReplyDeleteWhats your view on asian granito rasing of funds thru prefrential allotments?
Is it positive for the stock?
Thanks
Too early to comment , company is just going to meet for discussing details.
DeleteSir, when time permits, kindly share your opinion on Welspun India, Hind zinc, Jai corp, and Dhunseri Petro..
ReplyDeleteThanks much
Not tracking any of these stocks.
DeleteV
Sir what is your take on Galaxy entertainment ..the prices have dropped from the 48 to 31..Is it worth the buy ?
ReplyDeleteAlready expressed my positive opinion , no change.
DeleteWill you recommend Federal Bank for long term investment
ReplyDeleteDear VP,
ReplyDeleteWhat's your take on Wonderla Holidays Ltd ?
Thanks,
Ramesh
Many times mentioned my opinion on this stock still positive,
DeleteCaplin Point will touch new hieght from here. After your comment it is in UC only. Shall we add more at current level considering UC. Please give your expert opinion.
ReplyDeleteDear Hira,
DeleteCaplin Lab. is hold for VPjee.A stock appreciated more than 4 times after his recommendation in less than 6 months.How can he suggest you to BUY such stock.But It doesn't mean it won't move up!
Are you saying this stock is on continuous upper circuit from Rs.86 to Rs.445 ?
DeleteHI VP SIr,
ReplyDeleteCan you please provide your view on Transport Corporation of India(TCI), TRF, Shilpa Medicare , Karur vysya bank, VST tillers for long term ( around 10 years ) . Can it be a multibaggers?
VSt tiller and TRf are already recommended stocks , use the search opyion .Positive on TCI , not tracking the rest.
DeleteIs Kanoria chemicals worth buying?
ReplyDeleteHello Sir,
ReplyDeletewhat's your opinion on Globus Spirits Ltd from current level?
Not tracking above two cos.
DeleteSir,
ReplyDeleteWhat is your view on nath biogene at CMP of 129, is it a buy?
No change in previous view on this co.
DeletePlease if you could throw some light on the land bank of Control Print and its valuation and how it can change the future valuations of the company..moreover what is your future outlook for the company based on its sector related with e-commerce.
ReplyDeleteI am not a big fan of these type land bank stories .
DeletePositive on Control print due to the potential of its core business.
Happy Ganesha Chathurthi.
ReplyDeleteWhat is your current view on your old stock recommendation Superhouse Ltd?
Average risk takers can take part profit .
DeleteSir,Please share your view on Sugar stocks - Bajaj Hindusthan and Shree Renuka ?
ReplyDeleteThanks
Inconsistent govt policies especially by different state govts in cane pricing creating lot of uncertainities in this sector.
DeleteVP Sir, after stock split havell is trading around 285-290, is there still value in it?
ReplyDeletePositive on the stock for long term.
Deletesir your views on Dishman Pharma please...
ReplyDeleteNot tracking it.
DeleteSir your view upon India Nippon and mangalam cement I want to buy both at cmp for long term plz reply
ReplyDeleteMangalam is an already recommended cos,still positive for long term.
DeleteIndia Nippon is suitable for long term passive investors.
Happy ganesh chadurthi
ReplyDeleteHappy Ganesh Chaturthi
ReplyDeleteMay lord GANESH Spread Happiness in all our lives
GANPATI BAPPA MORYA
Dear VP Sir,
ReplyDeleteVery Good Afternoon, i wish to invest in BASF ans Va Tech Wabag in SIP manner very discreetly. Is it a nostrum way and may turn legitimatize in long term (2 Years) . Seeking your kind advice on the same.
Rgds,
Ajay Singh.
Both these stocks are recommended ay very lower rates .
DeleteI dont think, investing in stocks with a time bounded manner ( 2 years) is the right way.
Sir,
ReplyDeleteCan you please suggest any new share for long term, I did invest with absolutely loss since last couple of years, luckly found your site and carefully observed majority of your suggestion are multibagger. I am looking for long term, please suggest.
Not providing any personalised service.Stock ideas are sharing here periodically, use that inputs for your further study and act if and only if you find the same suitable for your risk profile.
DeleteHello sir
ReplyDeleteWhat is your view on samkrg pistons?
Positive on the stock
DeleteDear VP Sir,
ReplyDeleteSeems there is some starting problem with Bilcare and Dion. Regards
Making money from turn around stocries is possible only for investors with enough patience .
Deletesir ,
ReplyDeleteSharp india a good investment?
Seems worst is over.
DeleteDear Sir,
ReplyDeleteI have few shares of Marico Kaya, 8 K miles & Nile .I need your recommandation at CMP.
Please advise
Regards
Jitendra
Not tracking 8K Miles, one can hold the rest
DeleteDear Sir,
ReplyDeleteMorgen Stainly,SBI Mutual & Merrill Lyench is havily purchasing your recommanded shares of Sequent in last two months.So kindly update what is going on in comapnay & why they are so bullish in sequent.Kindly update latest view.
What a resarch in very low price & still dancing will it go up in near future also.
Regards
Jitendra
:) ,wait and see
DeleteSir, holding Can Fin Homes @130 .... hold or sell ?
ReplyDeleteWait for the terms of Rights Issue.
DeleteSir
ReplyDeleteYour current view on two stocks, ANIL Ltd and ROTO Pumps
Regards
Keshav
Already recommended at lower level
Deletehttp://value-picks.blogspot.in/2013/02/anil-ltd-buy.html
http://value-picks.blogspot.in/2011/03/roto-pump-buy.html
Hi VP,
ReplyDeleteWhat is your view on Thomas cook for long term?
Positive about the co for long term
DeleteDear Sir,
ReplyDeletewhat is your view on SML Isuzu(old recommendation) at CMP 837 for longterm
Recommended @ Rs.335 , one can still Hold
DeleteDear VP sir,
ReplyDeleteCan you give me some insight whether IBWSL Indiabulls wholesale is a good investment ..I have invested @28.
Thanks
Sir, you're doing a thankless job and I have made good profit out of the stocks recommended by you.
ReplyDeleteI am a relatively new investor with a long term view on my stocks. My only concern is current market levels. In case market start sinking, what are the effects on a good stock? I know they are doing good, booking profit, but in case the sentiments go against the market, do these stocks also suffer?
The reason I am asking is because during the last major downfall (in 2008-09), I was not following markets at all. I was looking forward if you can give me some perspective on it.
Thank you again for sharing your wisdom with us. Hoping to hear from you.
--
Saaransh
Hi Sir,
ReplyDeletewhat's your current view on Sunil Hitech after it's Annual report?
pls tell ma abt anuh pharma
ReplyDelete