Tuesday, November 11, 2014

V2 RETAIL / TCPL PACKAGING - RESULT UPDATES


V2 RETAIL LTD

V2 Retail Ltd   recommended @ Rs.14 , is currently trading around Rs.35..Today , post market hours ,company reported very good numbers for the September quarter as follows .


                                                  QUARTER ENDED SEPTEMBER 2014




                                             HALF YEAR ENDED SEPTEMBER 2014



Considering the seasonality of business due to festival season ,company may report even better numbers in December quarter.Still recommending to Hold it for long term.

Link to Recommendation HERE


TCPL PACKAGING  LTD

 TCPL Packaging   recommended @ Rs.55, is currently trading around Rs.366.Company reported very good numbers for September quarter as follows:



Recommendation Link HERE


118 comments :

  1. Sir, what is your view in Trent at cmp. Thanks

    ReplyDelete
  2. Vp sir with your recommendations I have entered in patels airtemp and Simmons_Marshall. Thank you for suggesting gemes. Sir it my humble reqest to you plz. Share your views on astra micro, tata power, jain irrigation. Eagerly waiting for your view sir.

    ReplyDelete
    Replies
    1. Astra Micro is an already suggested stock @ Rs.35

      Not tracking Tata Power


      Jain Irrigation is slowing improving , but should not expect miracles in short term

      Delete
    2. How is the outlook on Pennar Industries . Any views?

      Thanks

      Delete
  3. Good Evening VP Ji we are very lucky to have a wonderful expert like you we will keep rock the market with your excellent analysis and recommendations

    Regards
    AR

    ReplyDelete
    Replies
    1. Thanks, add your own hard work too along with

      Delete
  4. VPji,

    Thanks for recm. V2R.
    Gaining handsome profit.

    Regards

    JD

    ReplyDelete
  5. dear vp sir
    shall i enter v2 retails for long term sir..?
    thanking you sir

    ReplyDelete
    Replies
    1. If you have some risk appetite , worth taking some risk even at current level.

      Delete
  6. Good evening sir, Sir thanks for responding on my old comment on bodal chemical, Sir kindly advised me on Fedder Lloyd. Sir Do You find any investment opportunity in it. God Bless you sir

    ReplyDelete
  7. Dear Sir,
    Please share your views on results of Birla Ericsson Opticals. Shall book profit or hold?
    Thanks

    ReplyDelete
  8. Sir, your view on Multibase quarterly result. It doesnt seem to have good performance on YoY basis even though last 2 quarters car sales are good.

    Also, is it confirmed that air bags will be a default feature in cars from Oct'2015 and how this can improve Multibase performance

    Kindly update us.Thanks

    ReplyDelete
  9. sir your view on milton plastic will be helpful in holding investment or not i purchased long back at 11 rs

    ReplyDelete
    Replies
    1. Company's corporate governance is not up to the mark , may take your profit.

      Delete
  10. Dear vp ji can i buy ahmadnagar forging and amd industries

    ReplyDelete
  11. Dear sir, we also waiting to hear on Multibase and Dion Global results which were declared today along with V2R...pls comment.

    ReplyDelete
    Replies
    1. Results are good enough for a long term hold

      Delete
  12. Sir are you still tracking one of your old picks
    Veljan Denison
    It is still looking good !!

    ReplyDelete
  13. Sir, appreciate your views in one of your old recommendation AVT naturals. Thanks

    ReplyDelete
    Replies
    1. Already multiplied by two times adjusted to bonus and stock split.

      Not a compelling buy @ CMP

      Delete
  14. Is the declining price of arrow coat prodcts is a positive sign for its accumulatn

    ReplyDelete
    Replies
    1. Decline in price without any deterioration in fundamentals will always increase worth and value.

      Delete
    2. The company(arrow coated) declared standalone results again. What is your view on the results. Can we make some intelligent guess on consolidated performance?

      Delete
  15. sir your view on Tech Mahindra, Lupin, Asian Paints at current price. Can we enter for long term.

    ReplyDelete
    Replies
    1. Positive on Lupin and Asian Paint and suitable for Core portfolio

      Not tracking Tech Mahindra

      Delete
  16. Could you please advise on SMS pharma. Really sorry If you had already answered this.

    ReplyDelete
    Replies
    1. Stock already appreciated more than 100 % from recommended level. Company is planning to shift some of its manufacturing facilities after the division of Andra Pradesh . Some impact is possible in next few quarters , long term investors can still hold.

      Delete
  17. Dear VP Sir,

    Thank you so much for recommending Mold-Tek Pack. Please let me know if its worth holding further.

    Apologies, in case this has been asked earlier by any one else, and if I have repeated the question.

    Regards,
    Kevin

    ReplyDelete
    Replies
    1. What negative you find in the working of this company ?

      Delete
  18. Dear VP,

    Can you please let me know your views on Bhageria Dyechem if you are tracking it.

    Thank you,
    Naresh.

    ReplyDelete
    Replies
    1. As of now not interested due to falling trend in product price.

      Delete
  19. Dear VP ji,
    Your views on Ingersol Rand and HSIL after this quarter result for long term. Offcourse, based on your recent recommendation, I have already booked profit 50% in Ingersol Rand (and holding now as cost free). Plz give your valuable advise on this. Thanks.

    ReplyDelete
  20. why haven't you updated about the results of alphageo yet? Is is that you only discuss about results that are good to boast off your research.

    ReplyDelete
    Replies
    1. Before criticizing , read the comment posted below "Capital First - Update"

      Delete
    2. already recom to book 65% of original holding, no need to expect update on every stock on every quarter.

      Delete
  21. Waiting to hear your view on results of Chaman Lal Setia.. Your old recommendation...

    ReplyDelete
    Replies
    1. Stock gained more than 80 % , neutral at CMP

      Delete
  22. For an 18 yr old teenager who can put in approx 1500- 2000/month could you suggest how to build a p/f for the 20-30 yrs along with some ideas. Thanks in advance.

    ReplyDelete
    Replies
    1. No stock is suitable for buy and forget for 20-30 years . One should periodically review the prospects and decide accordingly

      Delete
  23. Kindly share ur view on Electrosteel Casting....

    ReplyDelete
  24. Sir,

    Can you please share your views on Patel Airtemps results?

    Thanks
    Girish

    ReplyDelete
    Replies
    1. Considering the situation prevailing in capital goods industry , result is very good and one can Hold it for long term.

      Delete
    2. Actually, I think market was expecting even better results. But a few positives I take from the results are increasing inventory levels and increasing promoter holdings. Q3 and q4 could be as good as, if not better than q2 if these inventories get cleared up.

      Delete
  25. Hi VP Sir,

    I know you are not tracking Manjushree.
    I heard about the delisting proposal, can you please let me know the implication.

    http://www.bseindia.com/corporates/anndet_new.aspx?newsid=2a0bbe41-a1d6-4a12-842b-870079f56923

    ReplyDelete
    Replies
    1. Implication depends on de-listing price.

      Delete
  26. Sir,
    what is your view on Results Posted by Max india and VA tech wabag?
    Thanks

    ReplyDelete
  27. Sir
    Your views on ADF FOODS . Bad set of results . Should one book out or add more for long term ??

    ReplyDelete
  28. Sir,
    Can you please share your views on NITCO results. is it hold or sell or add more at current price?

    ReplyDelete
    Replies
    1. At the time of June result itself ,I mentioned chances for improvement is only after implementation of CDR

      Delete
  29. KDDL posted very good numbers... Please review the results and share your views...???

    ReplyDelete
  30. Hello VP Ji Good Evening i some queries i bought SKM eggs after a lot of fight with the upper circuits and holding with 40 % profit and i seen this counter runs lot from rs 18 do we expect any dips or it will continue the run and what will be the long term target for this stock

    ReplyDelete
  31. Who can fix target in stock market and assure the same will reach ?

    If there is no guarantee for hitting such target , why one need to fix targets.


    Future price depends on its future business growth and general conditions prevailing in stock market.

    ReplyDelete
  32. Replies
    1. Result was bit below expectation. But I don't think ,any sensible promoter will report robust result at the time they are planning to allot preferential shares to themselves :))

      Those with some risk appetite can still hold and others may book profit

      Delete
  33. Sir, I want the recomendations of Multi Begger stocks from you on payment before recomending on your blog. Can it be possible. As the script recomended by you on the day open freeze on the BSE NSE and remains in the circuit for few days. And the price goes on higher then the buying price recomended by you. Please reply soon. I should be thankful to you.

    ReplyDelete
    Replies
    1. Dear vp sir. It was a nice sixer on a googly... I salute you.... All your followers are equal to you.
      Dear Arun ji. It would be better to fight it out after the circuit is over. Still you stand with a 20-30% profit. Isn't that good. I got skm eggs at 77 the 1st circuit break. Again it was on a circuit. Now its 109. I am already above 30% profit. Can't ask for more. God bless VP sir.. Guru akhir guru hota thai... Invest as per your risk appetite...

      Delete
  34. Dear Sir,

    Please give us ur view on Gujarat Borosil post its resuts.
    This stock is going down for he last few days.I have bought it and want to know what shall I do...I am an long term investor...Plz Plz do reply sir

    ReplyDelete
    Replies
    1. Company facing some gas supply issues and the same I mentioned in my previous comment .You can read the details in following link

      http://archive.financialexpress.com/news/industrial-units-in-south-gujarat-stare-at-58-pct-cut-in-natural-gas-supplies/1287968

      Delete
  35. Ur view on canfin homes, which i brought at 450 level

    ReplyDelete
    Replies
    1. Canfin Homes Recommended @ Rs.145 , neutral @ CMP

      http://value-picks.blogspot.in/2013/04/canfin-homes-buy.html

      Delete
  36. what is your views on suprajit engineering

    ReplyDelete
  37. Sir,
    What is your view on sequent scientific after publishing it QE 30-09-14 Result.............Hold/Sell/Buy
    Rgds Amit

    ReplyDelete
  38. Hello Sir, your view on Swelect energy please. Holding this stock since long however not been able to make any substantial profit. Would you recommend to switch. Thanks

    ReplyDelete
  39. Sir,
    I am not sure about this, but I have not seen you recommending any banking stocks so far. Banking is been really doing good for sometime. Are you tracking any banking stock? Just a curious question.
    Same stands true for IT as well.

    Thanks in advance.

    ReplyDelete
    Replies
    1. Already recommended Yes Bank and IDFC

      Use search option

      Delete
  40. Sir,thankyou for doing a wonderful job, if possible kindly share your views on the results of one of your old recomendation DION GLOBAL ,i searched the BSE website but the figures are blurred, thanks in advance

    ReplyDelete
    Replies
    1. On a consolidated level , company improving its performance .Long term investors can hold it

      Delete
  41. Hi VP, what's your views on hindustan tin, as of now? any bad news it has?

    ReplyDelete
  42. Replies
    1. Leave the result for few more quarters, Hold it

      Delete
  43. Dear VP Sir:

    I am unable to purchase any of the share suggested by you as it opens on upper circuit.
    I tried placing order in pre-open session..but still its not working for me.
    Please let me know how to buy shares in pre-open session.

    Thanks in Advance.

    ReplyDelete
  44. What are your views on MT Educare? Their quarter results are very good.

    ReplyDelete
  45. Dear VP sir,

    What is your opinion on Shakti Pumps.

    Thanks,
    Venkat

    ReplyDelete
    Replies
    1. This stock recommended @ Rs.58 in the below link

      http://value-picks.blogspot.in/2013/11/shakti-pumps-india-ltd-buy.html

      At CMP Rs.250 + , neutral on it

      Delete
  46. Replies
    1. If I am correct ,There is no listed company in this name in India

      Delete
  47. Is it right time to invest 10 lac in equity .if yes than suggest portfolio for 37 year old salaried for long term

    ReplyDelete
    Replies
    1. Sorry , not providing personalised PMS

      Delete
  48. What are your views on Hindustan tin works, after average results?

    ReplyDelete
    Replies
    1. No change in my view. For a balance portfolio all stocks should not be with same beta.

      Delete
  49. Sir your views on Almondz Global Securities Please?

    ReplyDelete
  50. Sir, Do you track Lakshmi Vilas bank, If so could you please share your thoughts, and let us know whether one could enter at CMP.

    Thanks

    ReplyDelete
  51. Sir,

    Your views on Keltech Energies if tracking.

    Thank you

    ReplyDelete
    Replies
    1. Sorry , not tracking above mentioned stocks

      Delete
  52. Any comments on sequent pharma result

    ReplyDelete
  53. Sir,
    your view on sanghi industry and indo count industry..
    You are building up confidence and covenince in stock market and deep knowledge in stocks..
    Thanks

    ReplyDelete
    Replies
    1. Sanghi is ok , but one need to wait till revival in this sector if enter now.

      Not tracking Indo Count

      Delete
  54. Sir,

    Your 'valuable' comments on the quarterly results of Caplin Point Lab please. Company had announced in March 2014 that they have started the process of US / UK FDA approvals. Can you please let us know as to does it take so much of time for any Company to get such approval ?
    Should one still continue to hold this stock ?

    With regards,

    ReplyDelete
    Replies
    1. Difficult to say time frame. But they can export to their current market like Africa and Latam till they get USFDA approval.

      Delete
  55. Hello Sir

    Are you tracking Nahar Capital and Finance ? Is it a Buy a CMP ?

    Are you tracking TATA Coffee ? Is it a Buy at CMP ?

    Thanks

    Hope to get this one published :)

    ReplyDelete
  56. Sir ur views on donear industry ltd

    ReplyDelete
  57. Hi Vp Ji,

    Your view on capital trust ltd post results.

    Thanks
    Vijay

    ReplyDelete
  58. Sir, Thanks once again on behalf of every single person reading your blog. We are lucky to have such a shining light, a mentor with such humility in the form of yourself..Thanks VP Sir. Always grateful.

    One query. What is your view on Himalya International? Stock has climbed down considerably from the suggested price? Kindly put some light and can fresh positions be taken now ?

    ReplyDelete
    Replies
    1. Let us wait some more time to understand about the success of their effort to market product by themselves .

      Delete
  59. VP sir what's ur view on gmr infra and national steel agro

    ReplyDelete
  60. Hi Sir,

    Please suggest any small cap stocks to buy currently for a Longterm view. I bought V2 retail thanks for your inputs. Also holding NIIT.. aLso please provide Your view on NIIT .

    Many thanks in advance.

    ReplyDelete

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