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Can you please advise on JK tyres. As after the China Yuan, do you think there could be any effect on the tyre stocks as China is concentrating on its exports.
As cement business is a cyclical one, do you think this will fit as a long term investment given the fact that telangana-andhra companies are doing fairly well off late and also we have visibility of many constructions happening in the two states atleast for next two-three years.
In the last one year many mid caps moved by 100 or 200 % , why so much worried about some correction ( in case of good cos) after such a sharp rally ?. Whether something is bubble or not depends on its quality and worth and no meaning in generalization. We should remember this fact while running behind low quality operator driven stock ,for making quick gains.
In the last one year many mid caps moved by 100 or 200 % , why so much worried about some correction ( in case of good cos) after such a sharp rally ?. Whether something is bubble or not depends on its quality and worth and no meaning in generalization. We should remember this fact while running behind low quality operator driven stock ,for making quick gains.
grt results Sir.....i think this co. is still undervalued .It has potential to be a multibagger. The video link is very educative about the co. n group.Since the modi govt's thrust on affordable housing,this co will surely benefit having different kind of housing n construction products
Do you know of any reason that is leading to this continuous fall in skm stock price? I cannot understand the reason for this prolonged fall. Even though i am not bothered much about it, but i am still wondering is there any reason for it?
The best feeling and conviction i develop ( of course with the help of VP sir) for skm is that when it move up i m happy..when it go down then also i am happy. It is giving lots of lots of opportunities for long term wealth creation.
Hi Sir, Can u please about update about result of LT foods even though results are good there is some fall which is ok.. but is there anything that Market is not happy with in terms of respond.. Please Update...
If you are closely watching the trend of price movements in midcaps near to the day of result declaration ,you can easily understand what is going on . Some section of positional traders enter in a stock just one week or few days before the result date and take the stock price to higher level . On result day and following days they will exit whatever be the result .They are not satisfied with good result and no plan to hold the stock as an investment . After selling one stock they will run behind another one whose result is due ahead . This is the case of each and every company about people expecting some decent result .These type short term positions are less only in the case of very few companies from people not expecting good result.If such a company unexpectedly publish a good number that will surely move up post result . This is the game going on in these days and that's why the stock price of companies which published even decent numbers are falling post result. Stock price will move in the right direction once the selling of such short term players over in another few days/weeks .If ourselves doing the same exercise, there is no meaning in complaining about others :)
Hello Mr.Vp. Firstly thank you for all the recommendations. I am new to stock market. I have a question. Can I buy NCL industries at present rate for a time period of 1 year ? Pleas advice
Can u pls provide your comments on AGL? Results are not too impressive as compared to previous quarters. However keen to know from you on future prospects. Thanks
Is the turn a round story for chennai Petro continue? Can we think worst is behind for this stock?
After seeing the last quarterly results the stock is running up. I feel the company is well poised to achieve its all time highs in near future. Even the Promoter IOC said to invest 1000 crs to make balance sheet look better and not increasing any stake in company.
hi VP sir, Could you please let us know your view on Tata Steel, Sarda energy and Minerals? Is it an opportunity to buy steel stocks now and hold for long term say 2 years?
Top quality metal companies are SIP mode buy but in the current situation some long time may take for anything good to happen for metal stocks.Your patience may test .
Even with a robust order book , execution not moved during this quarter . Lack of enough working capital may be the reason . Company is at an advanced stage of raising funds which is expected to speed up execution .
It seems skm has been managing to increase prices for its products now. Till last month, egg yolk powder to Germany was going at around 180-190 rate, this month data showing a rate of 292 to Germany, Indonesia at 245. So definitely there is going to be better price realization. Also, they are exporting more to Asia now where it seems they are getting better prices. I am sure even with this capacity, the results will start improving a lot. As you have said, the next two quarters will definitely be great. Also, do have any idea as to when we can expect capacity expansion announcement?
Yes, while other companies reported satisfactory numbers Polyplex's performance not upto expectation. One can even consider switching to Cosmo films or Jindal poly .
ILFS has again posted bad set of numbers.What is ur view on its result. I entered in this script post ur recommendation at 91 .Do you see any improvement in company's performance and hence an uptrend in price in coming quarters or should i come out of this script at current price.??
Sir, What is your view on India Glycols Ltd ? Huge numbers are posted on Y-O-Y basis and looking turn around from here.
ReplyDeleteFor the past many years India Glycol not showing any consistency in numbers
DeleteHi Sir,
ReplyDeleteCan you please advise on JK tyres.
As after the China Yuan, do you think there could be any effect on the tyre stocks as China is concentrating on its exports.
Not tracking Jk Tyre , generally Yuan depreciation may affect any company where Chinese import is happening
DeleteVP sir, what is your view on Lawreshwar Polymers (Lehar) and Arrow Textiles pls?
ReplyDeleteNot tracking both
DeleteHi VP,
ReplyDeleteAs cement business is a cyclical one, do you think this will fit as a long term investment given the fact that telangana-andhra companies are doing fairly well off late and also we have visibility of many constructions happening in the two states atleast for next two-three years.
Thanks
Sunder
I don't think Cement is not at the upper band of the cycle as of now
DeleteAll fundamental to no fundamental company down more than 10% in jst two day..giving best results still..now what to do . Is this bubble busrt???
ReplyDeleteIn the last one year many mid caps moved by 100 or 200 % , why so much worried about some correction ( in case of good cos) after such a sharp rally ?. Whether something is bubble or not depends on its quality and worth and no meaning in generalization. We should remember this fact while running behind low quality operator driven stock ,for making quick gains.
DeleteIn the last one year many mid caps moved by 100 or 200 % , why so much worried about some correction ( in case of good cos) after such a sharp rally ?. Whether something is bubble or not depends on its quality and worth and no meaning in generalization. We should remember this fact while running behind low quality operator driven stock ,for making quick gains.
Deletegrt results Sir.....i think this co. is still undervalued .It has potential to be a multibagger. The video link is very educative about the co. n group.Since the modi govt's thrust on affordable housing,this co will surely benefit having different kind of housing n construction products
ReplyDeleteDear vp sir,
ReplyDeleteDo you know of any reason that is leading to this continuous fall in skm stock price? I cannot understand the reason for this prolonged fall. Even though i am not bothered much about it, but i am still wondering is there any reason for it?
I too can't understand :)
DeleteI am expecting very good performance from company in coming quarters.
The best feeling and conviction i develop ( of course with the help of VP sir) for skm is that when it move up i m happy..when it go down then also i am happy. It is giving lots of lots of opportunities for long term wealth creation.
ReplyDeleteHi Sir, Can u please about update about result of LT foods even though results are good there is some fall which is ok.. but is there anything that Market is not happy with in terms of respond.. Please Update...
ReplyDeleteIf you are closely watching the trend of price movements in midcaps near to the day of result declaration ,you can easily understand what is going on . Some section of positional traders enter in a stock just one week or few days before the result date and take the stock price to higher level . On result day and following days they will exit whatever be the result .They are not satisfied with good result and no plan to hold the stock as an investment . After selling one stock they will run behind another one whose result is due ahead . This is the case of each and every company about people expecting some decent result .These type short term positions are less only in the case of very few companies from people not expecting good result.If such a company unexpectedly publish a good number that will surely move up post result . This is the game going on in these days and that's why the stock price of companies which published even decent numbers are falling post result. Stock price will move in the right direction once the selling of such short term players over in another few days/weeks .If ourselves doing the same exercise, there is no meaning in complaining about others :)
DeleteHello Mr.Vp. Firstly thank you for all the recommendations. I am new to stock market. I have a question. Can I buy NCL industries at present rate for a time period of 1 year ? Pleas advice
ReplyDeleteNothing to comment about time bounded investment in stocks.
ReplyDeleteCan u pls provide your comments on AGL? Results are not too impressive as compared to previous quarters. However keen to know from you on future prospects. Thanks
ReplyDeleteNot only AGL , other mid size tile companies showing the same trend as part of overall trend
DeleteDear VP sir,
ReplyDeleteIs the turn a round story for chennai Petro continue? Can we think worst is behind for this stock?
After seeing the last quarterly results the stock is running up. I feel the company is well poised to achieve its all time highs in near future. Even the Promoter IOC said to invest 1000 crs to make balance sheet look better and not increasing any stake in company.
Ur comments Pls..
Thanks.
Management claiming so
DeleteHI sir,
ReplyDeletePls share your views about kopran results..It went down more than 10% in a day.Hold or exit?
It is not showing consistency in performance . One quarter good result and the opposite in next . Re-rating is possible only when it show consistency.
DeleteDear VP sir,
ReplyDeleteRequest your view on Krebs Bio post results. They posted top line of only 15 lac, is that because the commercial production hasn't started yet?
Thanks for your update in this regard.
In last quarter , only trial run.
DeleteDear VP Sir, What are your views on Syncom Formulations.
ReplyDeleteNot tracking
Deletehi VP sir, Could you please let us know your view on Tata Steel, Sarda energy and Minerals? Is it an opportunity to buy steel stocks now and hold for long term say 2 years?
ReplyDeleteTop quality metal companies are SIP mode buy but in the current situation some long time may take for anything good to happen for metal stocks.Your patience may test .
Deletehello VP share your views on SRS ltd.
ReplyDeleteNot tracking
DeleteSir.
ReplyDeletePlz share ur views on jvl agro.
Sir your view on Intellect Design Arena.Thanks.
ReplyDeleteNot tracking above two
DeleteAny comments on ILandFS Engineering results?
ReplyDeleteEven with a robust order book , execution not moved during this quarter . Lack of enough working capital may be the reason . Company is at an advanced stage of raising funds which is expected to speed up execution .
Deletevp sir,
ReplyDeleteIt seems skm has been managing to increase prices for its products now. Till last month, egg yolk powder to Germany was going at around 180-190 rate, this month data showing a rate of 292 to Germany, Indonesia at 245. So definitely there is going to be better price realization. Also, they are exporting more to Asia now where it seems they are getting better prices. I am sure even with this capacity, the results will start improving a lot. As you have said, the next two quarters will definitely be great. Also, do have any idea as to when we can expect capacity expansion announcement?
Regards,
Krunal
Yes , expecting better days ahead
DeleteDear VP sir,
ReplyDeleteDid you get a chance to look at Ansal Buildwell Q1 numbers. It seems whipping for me and the stock looks undervalued as well. Please advise.
Not tracking
DeleteDear VP sir
ReplyDeletePolyplex posted poor results. Is a turnaround happening as per your estimation? Thanks
Yes, while other companies reported satisfactory numbers Polyplex's performance not upto expectation. One can even consider switching to Cosmo films or Jindal poly .
DeleteDear sir, please share your views on Manappuram reults..
ReplyDeleteNot strictly tracking it , Keep watching gold price movement ,further fall may negatively impact.
DeleteILFS has again posted bad set of numbers.What is ur view on its result. I entered in this script post ur recommendation at 91 .Do you see any improvement in company's performance and hence an uptrend in price in coming quarters or should i come out of this script at current price.??
ReplyDeleteMy opinion already shared above Yesterday , If you have no patience please exit.
DeleteHello Sir,
ReplyDeleteDo you track Alpa Laboratories Limited,; If yes then could you please share us your view?
Pals
Hi VP sir,
ReplyDeleteCan you please share your views on Ashok Leyland
Regards
Anurag
Not tracking above two
DeleteSir , ur views on MiC electronics results?
ReplyDeleteI am positive on MIC
DeleteThanx for the reply....:)
DeleteSir Whats your Views on VISAGAR POLYTEX ( VIVIDHA )...........Shall i enter in current level....Please suggest me .............
ReplyDeleteHi VP sir,
ReplyDeleteCan you please share your views on Tata motors
Sir , ur views on AMTEK AUTO ?
ReplyDeleteSir, Still NCL is a buy at 90?? Please suggest
ReplyDeletehello sir,
ReplyDeleteyour views on ujaas energy ?
Dear Sir,your view on kanpur plastipack>>
ReplyDelete