Friday, November 7, 2014

NILKAMAL LTD -- BOOK PROFIT

NILKAMAL LTD - recommended @ Rs.288 about 6 months back. Business of India's largest plastic furniture maker  and market leader in moulded furniture category  is not growing as expected ,hence recommending to book profit at current level of Rs.375. Re-entry can be considered if  it correct 30-35 % from current level.

31 comments :

  1. Trying agian.... Your view on cybertech and FSL??

    ReplyDelete
    Replies
    1. Already mentioned Cybertech is in watch list , not tracking FSL

      Delete
  2. Dear Sir,
    Good Morning,

    Please share ur views on shakti pumps. As per BSE website Promoter have increased holding from nearly 44 - 47 %. FII and DII also coming in. Sales in solar power pumps are very good n Rajasthan and Chattisgarh.

    Please share your expert view.

    Thanking you for your kind support and help to small investors.

    ReplyDelete
    Replies
    1. Shakti Pumps recommended @ Rs.58 is currently trading around Rs.220 .Neutral at CMP

      Delete
  3. Sir,
    What is your opinion on Hindustan Tin Works results
    Thanks

    ReplyDelete
    Replies
    1. Already commented about it in last two days

      Delete
  4. Very sad to see a potential company, not growing...only if their marketing strategies were robust enough. Selling it at your post, hope to see this company bouncing back...

    Thank you VP sir for helping us take unbiased decisions...

    ReplyDelete
    Replies
    1. Increasing competition even from unorganised sector is giving tough competition to each players in this segment.

      Delete
  5. Thank you sir ... Thanks for the update and your great work . I had exited Nilkamal and added more Mold-Tek Pack recently .

    Sharing the Economic Times news about Granules : http://goo.gl/SHrT7Y
    (Top five lesser known companies poised to ride the big bull run on Dalal Street )

    ReplyDelete
  6. On Nilkamal - agreed the growth didn't trend in past 2 quarters as per what improvement one saw in Mar'14 numbers. However, with raw materials pricing easing out, should one expect the improvement in margins going forward?

    ReplyDelete
    Replies
    1. Margin may increase but not sure about Sales.Number of players are increasing day by day

      Delete
  7. Saksoft seems to have stagnated in business. They can grow only thru acqusitions. Is it worth holding. You have given a sell call but advised risk takers to hold if they can.

    ReplyDelete
    Replies
    1. Suggested profit booking @ Rs.175

      http://value-picks.blogspot.in/2014/10/saksoft-ltd-update.html

      Delete
  8. Dear Sir, What your take on Gokul Refoil and Alstom India? Your vast insight experience shall help me to allocate my funds accordingly.
    I thank you from core of my heart for the profit you made me in Mold tech, Hindustan tin and SKM.

    ReplyDelete
    Replies
    1. Not tracking Gokul Refoil

      Alstom India is good one for long term

      Delete
  9. Hello VP Sir,
    Is it worth investing in Arrow Coated at current CMP?

    ReplyDelete
    Replies
    1. Stock recommended @ Rs.12 and current price is Rs.300

      This is the difference in worth happened so far , rest depends on your risk appetite

      Delete
  10. Dear Sir,

    With due respect i would like to know that on one hand you consider buying opportunity if correct by 30-35% and on other hand you believe business is not growing as expected. i just want to know your thinking behind such contradictory statement.

    ReplyDelete
    Replies
    1. Fall in share price and Correction in share price is entirely different and it depends on the reasons.

      Delete
  11. What do you think of 'Waterbase' at these levels and given that the result are on the coming 10th?

    Regards
    amit

    ReplyDelete
  12. sir your view on Blue Chip Tex Industries Ltd. & Kwality Ltd - both stock have good growth on profit and sales sir pls put some light..

    ReplyDelete
  13. Hello Sir,
    Looks like 'Panacea Biotec' is not moving at all from past few months. Request you to kindly let me know the future of this share

    Thanks,
    Prasanna

    ReplyDelete
    Replies
    1. Stock may perform once debt restructuring and fund infusion completes.

      Delete
  14. Sir your comments on paushak results

    ReplyDelete
    Replies
    1. Paushak recommended @ Rs.74 is trading currently around Rs.330 . One may take at least part profit from it.

      Delete
  15. Hi VP Sir,

    There is a buzz that Indian Government is planning to make Airbags mandatory for all cars from Oct 2015. In that case, I believe its orders inflow will start flowing in from early 2015 so that the cars coming into market in late 2015 will have the airbags built-in. I believe this is good positive development and in next 1-2 years Multibase could become a multibagger?

    Regards,
    Ramesh

    ReplyDelete
    Replies
    1. Possibility is there . This may change company's future.

      Delete
  16. Your views on Tokyo Plast International?

    ReplyDelete
    Replies
    1. Already gained 200 % from recommended level.

      Delete

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