Saturday, October 31, 2015

RESULT UPDATE

Two companies we are following published their September quarter result Yesterday - SKM Egg Products Exports and V2 Retail. Result of SKM is in line with expectation as follows .Traditionally company's business is better in second half  compared with first half.

Result Link HERE


The second one is V2 Retail which reported lower than expected result .As a notes to result company mentioned about favorable decision  from CIT Kolkata in a tax dispute for Rs.116 Cr out of Rs.167 Cr  ( Company mentioned , IT department may opt for appeal in this matter ) .

Link To Result HERE
Posted by VALUEPICK at 7:35 AM

128 comments :

  1. UnknownOctober 31, 2015 at 10:12 AM

    As regards SKM results, has the marketed over reacted. The only hitch in their performance is the cost. What's ur opinion VP sir

    ReplyDelete
  2. ChaituOctober 31, 2015 at 10:42 PM

    Dear VP sir,

    Your views on Man Infra?

    ReplyDelete
  3. udayOctober 31, 2015 at 10:59 PM

    Thanks for the update sir,
    Do u track vinyl chemical?, if so , please comment on results which I see not up to the mark,

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 7:44 PM

      Not tracking above two stocks

      Delete
    2. Arvind Kumar JainNovember 5, 2015 at 5:18 AM

      Sir Please share your views on Tata Elxi and Arvind Remedies

      Delete
  4. SrinivasOctober 31, 2015 at 11:06 PM

    Polyplex results are getting worse. But DII and FII stakes increased.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 7:49 PM

      Global price of their product is still under pressure , Institutions are relatively long term holders compared with majority of retailers

      Delete
  5. UnknownNovember 1, 2015 at 11:56 AM

    Sir any views on panasonic energy result

    ReplyDelete
  6. UnknownNovember 1, 2015 at 12:20 PM

    Ur views on force motors??

    ReplyDelete
  7. kiran kumarNovember 1, 2015 at 12:43 PM

    respected sir, your pick Jenburkt pharma also disclosed this quarter results. plz advise us.
    Regards,
    kiran.

    ReplyDelete
  8. UnknownNovember 1, 2015 at 1:46 PM

    your view on divis lab and glenmark

    ReplyDelete
  9. gokulNovember 1, 2015 at 2:26 PM

    Hello VP Sir, Thanks for your Valuable updates.
    Adding to the post that, Mr. Shree Shivkumar has been awarded with 'Hidden Gem' award TiECON on October 30th.

    Yes it's SKM a Hidden Gem going to shine in the coming years. Thanks for digging out this valuable HIDDEN GEM.

    ReplyDelete
  10. Ashiq mehrajNovember 1, 2015 at 6:42 PM

    Sir thanks for this update .... Please your view upon tinplate Ltd. Kopran and pratibha Ind. Thanks......

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 8:00 PM

      Kopran is only stock tracking from this list and waiting for their result which scheduled on 6th Nov.

      Delete
  11. Manish R ChandakNovember 2, 2015 at 12:16 PM

    Dear Sir,

    Does Aban Offshore seem like a a value trap? Your views on the same.

    Regards,
    Manish

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 8:01 PM

      I don't think so , but considering the industry outlook stock may take relatively long time to perform.

      Delete
  12. UnknownNovember 2, 2015 at 3:29 PM

    How are suzlon results? Should we add more at CMP?

    ReplyDelete
  13. ANANDNovember 2, 2015 at 4:36 PM

    Hi Value Pick Sir, Today Subex announced excellent results, as you said that its Turn around story. Are good days ahead for Subex. Holding good quantity @11

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 8:44 PM

      Major change in bottom line happened due to interest rate write back on account of conversion of FCCB .Let us hope for top line growth too once there is improvement in global economies.

      Delete
  14. UnknownNovember 2, 2015 at 6:04 PM

    Why skm is falling every day?? It has come down to 170 from 225. Though results are decent.. any views or comment on that??

    Thanks

    ReplyDelete
  15. Ashiq mehrajNovember 2, 2015 at 6:28 PM

    Sir how was Pantaloon fashion result is it hold or buy.... Please also your view upon hikal Ltd. BGR energ .tinplate Ltd....

    ReplyDelete
    Replies
    1. VALUEPICKNovember 2, 2015 at 8:47 PM

      I don't think anybody buying PFRL at this point based on the result of it ,pre-merger of Madura business.

      Delete
  16. UnknownNovember 2, 2015 at 6:50 PM

    Sir kindly your opinion for century enka ...results r neutral...pls guide for this

    ReplyDelete
  17. AnonymousNovember 2, 2015 at 6:50 PM

    VP Sir,
    Your blog follower are waiting for your diwali pick 2015 last time you gave
    skm which is mulitbaggar in last one year.
    A big thank u for the same.
    Regards

    ReplyDelete
  18. ZubinNovember 2, 2015 at 7:30 PM


    Dear VP,

    My earlier request not published, hence requesting again.

    Please share your views on the following
    1. Kwality Ltd
    2. GHCL Ltd

    Regards,

    Vipul

    ReplyDelete
  19. Sri@AWS-PMNovember 2, 2015 at 7:52 PM

    Sir, do you track 1. Sakuma Exports 2. Madhav Marbles ?

    ReplyDelete
  20. UnknownNovember 2, 2015 at 8:41 PM

    Dear VP Sir,

    Pioneer results are out. They have settled their complete debt with SBI & Corporation bank. I wasn't expecting much from Operational profits as they have to deal with Debt first at this point. We understand Turn around wont happen over night. Can we have your opinion on the same Sir.

    Regards, Darshan S.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 3, 2015 at 6:58 AM

      They are doing a great job. Settling debt will help the company to concentrate in their core activities .

      Delete
  21. InderNovember 2, 2015 at 9:27 PM

    Sir,

    Many of our companies could be included in BSE XC, XD, XT sub-segments.

    Do you think there is any risk to liquidity or any other risk? Or you feel that it would benefit us in any way?

    Thank you

    Link:
    http://www.bseindia.com/markets/MarketInfo/DispNoticesNCirculars.aspx?Noticeid={D92E3166-E161-4279-B791-BA1E5CB2E78E}&noticeno=20151015-7&dt=10/15/2015&icount=7&totcount=8&flag=0

    ReplyDelete
  22. XboxLiveNovember 2, 2015 at 10:23 PM

    Sir, India cement's bottom line jumps multi-fold whereas revenue slipped. Is that a concern?

    ReplyDelete
    Replies
    1. VALUEPICKNovember 3, 2015 at 6:59 AM

      Not much risk for long term investors in India Cements at CMP

      Delete
  23. VijayNovember 3, 2015 at 5:30 AM

    Your valuable views on Bal pharma sir?

    ReplyDelete
  24. Kishore B NarangNovember 3, 2015 at 1:18 PM

    Sir, what is your opinion about Zensar Tech and Tanla Solutions from the software space mid-caps. Both have given stellar last quarters. Still steam left?, because they have had quite a run-up last six months.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:12 AM

      Not tracking Zensar Tech, Tanla almost doubled from initially mentioned price

      Delete
  25. UnknownNovember 3, 2015 at 3:24 PM

    Sir, Good Day, About Kreb Biochem, there is announcement on BSE, IPCA is acquiring 35,73,515 equity shares @Rs54 per equity shares, where as current market price is Rs.123, in this situation not able to understand / analysed the deal. Could you please provide your valuable advise.
    Thanks
    Mahendra

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:15 AM

      What is special in it now ? .This mandatory open offer announced about six months back and rate derived based on the stock price at that time and calculated using SEBI formula .

      Delete
  26. Clifford MenezesNovember 3, 2015 at 5:05 PM

    Sir, does Berger Paints seem a good buy at this price point considering its good results today? Also sir, what is your opinion about Harita Seatings and Orient Abrasives? They have caught my fancy :)

    ReplyDelete
  27. UnknownNovember 3, 2015 at 6:30 PM

    sir can mic electronics be added at Cmp for one year?
    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:27 AM

      Nothing to comment about time bounded investment in any stock

      Delete
  28. Karthik BabuNovember 3, 2015 at 6:38 PM

    Dear VP Sir,
    Please share your views on

    1) Ashiana Housing
    2) Ambica Cotton
    3) Srikalahasthi pipes
    4) Manali Petrochemicals
    5) Ultrmarine Pigments

    Please give your views as on today. Can I buy any of the above stocks at CMP?

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:30 AM

      Srikalahasti Pipe ( Formerly Lanco Ind) is the only company I am tracking from this list which already suggested @ Rs.65 .Neutral at CMP around Rs.300

      http://value-picks.blogspot.in/2010/03/lanco-industries-ltd-integrated-play.html

      Delete
  29. UnknownNovember 3, 2015 at 8:33 PM

    sir, whats your reccomendation abt kaveri seeds ? plans to buy at cmp

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:31 AM

      No recommendation at present and not bullish on seed stocks as before .

      Delete
  30. syed razoolNovember 3, 2015 at 9:02 PM

    Sir, Pioneer Embroideries posted an excellent Q2 numbers with an astonishing EPS. Are good days ahead? your views?

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:33 AM

      It is mainly due to interest write back on account of settlement with banks. Company is moving through the right direction and let us hope improvement in performance in future.

      Delete
  31. UnknownNovember 3, 2015 at 9:03 PM

    Sir whtsur view on shiva cement . it produces cement by the name of ACC in south and using their technology . pls share ur view

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:40 AM

      Normally margin of companies working like a conversion unit /job work , margin will be less compared with firms producing in own brands

      Delete
  32. Robin GeorgeNovember 4, 2015 at 4:47 AM

    Dear sir, I know you replied earlier about the Indigo IPO, but after the Draft Civil Aviation Policy recently, and Rakesh's Jhunjhunwala's huge, huge entry in all airline stocks simultaneously, Indigo included, do you think this underpenetrated aviation market is the next sunrise field ? I know there will be lots of policy bottlenecks, but Indigo seems to be the best bet compared to its peers because of the way its managed. What do you think? Your opinion is highly, highly valued sir. Thanks.

    ReplyDelete
  33. vaibhavNovember 4, 2015 at 8:14 AM

    Dear VPsir,

    I am looking for your view on Renuka Sugar and Bajaj Hindustan. Since few months sugar sector is performing well and seems like global turn around.
    Even with current monsoon situation, it seems that sugar companies may increase.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 7:41 AM

      Need to wait and watch whether this uptrend in sugar price in international market is sustainable.

      Delete
  34. Daily Life Random StoryNovember 4, 2015 at 11:11 AM

    Sir any updates on Dion Global results

    ReplyDelete
  35. Kuldeep DhankharNovember 4, 2015 at 11:43 AM

    Kindly share your views on Eros Intl post the deep correction, related events & a very detailed clarification issued.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:01 AM

      High risk investors can consider limited exposure

      Delete
  36. UnknownNovember 4, 2015 at 11:58 AM

    Why Hindustan Tin Work fell today ? shall we add more .?? I m in loss. Had bought on your recommendation.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:02 AM

      Already suggested to shift from Hind Tin

      http://value-picks.blogspot.in/2015/05/result-updates.html

      Delete
  37. Utkarsh PandeyNovember 4, 2015 at 3:04 PM

    Sir, Your veiws on Ramkrishna Forgings.

    ReplyDelete
  38. JagadishNovember 4, 2015 at 5:23 PM

    Sir, Can you please give your views on Mallcom (India) which is recently listed in BSE again. The company is into Personal Protective Equipment. They came up with good results in June Quarter. Promoter holding is 74%, Debt to Equity is around 1.0 and reducing the debt. Really appreciate your view..

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:05 AM

      Not strictly tracking it, but seems last March quarter was in loss

      http://www.mallcomindia.com/corporate/financials/reports/quarterly-result-310315.PDF

      Delete
  39. UnknownNovember 4, 2015 at 7:14 PM

    Dear VP Sir,

    Do you track Rushil decor ? If yes how do you rate this company as a whole.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:06 AM

      Operator activity may be the reason for such a high valuation, difficult to justify based on fundamentals.

      Delete
  40. UnknownNovember 4, 2015 at 8:28 PM

    Sir please provide your detailed views and updates of PFRL...you have suggested this stock earlier and now in you opinion how you see the future of this stock...please provide your views in detail sirr...


    Thanks and regards


    Abhijeet

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:07 AM

      In between any events happened to change its future ?

      Delete
  41. Sandeep AmbilkarNovember 4, 2015 at 11:15 PM

    Hi Sir, do you think any changes in phoenix lamps after stake bought by Suprajeet?

    ReplyDelete
  42. UnknownNovember 5, 2015 at 12:41 AM

    Sir ..need updates on Il &Fs engg. Been holding for a year with plan to hold it for next 3to 5 yrs.
    Is it on the right track as mentioned before.
    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKNovember 5, 2015 at 8:09 AM

      I hope , execution will improve once fund raising complete.Difficult to predict a time frame .

      Delete
  43. Narendra DaveNovember 5, 2015 at 1:14 AM

    Sir, due to China slow down, the result of ashapura minechem is very bad. Please share your valuable view on ashapura's performance.

    ReplyDelete
  44. VALUEPICKNovember 5, 2015 at 7:38 AM

    Result is not very bad considering the overall situation in Industry, NP is Rs.46 Cr v/s Rs.50 Cr

    ReplyDelete
  45. Amateur TraderNovember 5, 2015 at 8:28 AM

    sir please update on Gujarat Borosil results. Thanks

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:07 PM

      Performance steadily improving , but price already multiplied by 5 times from suggested level.

      Delete
  46. shivaNovember 5, 2015 at 9:50 AM

    Hello VP sir,

    Trying to get this question since long. Please try to answer this time I request. I got some shares of Tainwala chemicals and plastics as a legacy. Do you think I can hold it for long term? I see the company is growing.

    ReplyDelete
  47. UnknownNovember 5, 2015 at 12:28 PM

    Sir whts ur vie on richa industries.

    ReplyDelete
  48. UnknownNovember 5, 2015 at 4:47 PM

    Pls suggest if this the right time to buy Panchsheel Organics at CMP...thanks

    ReplyDelete
  49. UnknownNovember 5, 2015 at 5:46 PM

    Vp sir

    What is your view on nectar life sciences? Thanks

    ReplyDelete
  50. h j dalalNovember 5, 2015 at 6:48 PM

    Der vpji,
    Themis medicare has declared very good set of results.with half yearly EPS around 16 do you consider it as a rerating candidate at this price.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:10 PM

      It is an already suggested one @ Rs.95 ( http://value-picks.blogspot.in/2012/09/themis-medicare-efforts-will-pay-off.html) which is currently trading @ Rs.295 .One can hold.

      Delete
  51. UnknownNovember 5, 2015 at 6:56 PM

    Sir why jubillant life goes down?
    Its result is impressive

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:12 PM

      Positional traders number in market is higher than long term investors ,so short term fluctuations are possible near result dates.

      Delete
  52. AluwaliaNovember 5, 2015 at 7:33 PM

    Dear Sir
    After this mandatory open offer, will equity dilution and a price wise correction is possible in the case of Kerbs Bio? Thanx

    ReplyDelete
  53. jboNovember 5, 2015 at 8:08 PM

    Hi Sir,
    Your views on vakrangee ltd.... Seems the company is really doing well

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:13 PM

      No idea about its promoters , hence no comments

      Delete
  54. UnknownNovember 5, 2015 at 9:14 PM

    V2 retail results are not upto the expectations and presently most of the companies even blue chip companies results are below expectations as demand not picking up...so how you rate the stock like 2 retail...

    And weather is it a vice decision to exit stock because of only 1, 2 or 3 quater results are not upto the expectations....i don't think so !......whats your opinion sir....


    Thanks and regards


    Abhijeet

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:15 PM

      Expecting improved performance in ongoing quarter.Its e-commerce site is also expected launch officially in another 2-3 months.

      Delete
  55. sreejithNovember 6, 2015 at 2:11 AM

    VP Sir, Your views on Freshtrop Fruits

    ReplyDelete
  56. sagar chawlaNovember 6, 2015 at 6:18 AM

    Dear vp sir,
    What's ur view on Relaxo Footwear Ltd
    Plz Reply

    ReplyDelete
  57. zenNovember 6, 2015 at 9:29 AM

    Dear valuepick sir,
    why FII are selling Subex? I couldn't understand. Will it be of any major concern?
    A case has been filed by the lenders against another company castex which also recently converted FCCB bonds to equity stating the share price manipulation. Is Subex also doing the same?
    I am a long-term investor. Kindly reveal ur valuable opinion.
    I know you have mentioned Subex as turnaround candidate in your previous posts and that it is for long-term medium to high risk investors. Is your opinion remain the same even now?
    The only thimg i know with the help of my little knowledge is that the reduction in share price of Subex is becoz of equity dilution
    Thanks in advance
    Regards
    Senthil

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 7:23 PM

      The money FII's invested in Indian market is collecting from various overseas investors and lot of these investments came to India through P-note route . FII's may have some commitments to return the funds after a fixed time and also possible change in P-note treatment by India government is another reason for fund withdrawal . So , even if performance of a company is improving they may forced to sell . I am not saying that this is the reason for selling by FCCB holders in Subex, but shared some possibilities. When FCCB converted into shares . its debt liability and interest payment reducing by that extent but due to huge selling by FCCB holders will surely increase the floating stock which may impact up move of stock price.

      Delete
    2. zenNovember 7, 2015 at 8:02 PM

      Thank you so much sir

      Delete
    3. zenNovember 8, 2015 at 12:11 AM

      Sir, in continuum with the above question, is Subex a good on dips for long-term for a moderate to high risk investors?
      Thanks in advance
      Senthil

      Delete
  58. mayurNovember 6, 2015 at 1:29 PM

    Sir, your take on Zicom results? are you still bullish on this? good show this quarter.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:05 PM

      Result was good .Its holding company structure and debt may be the reasons for lower discounting.

      Delete
  59. AnonymousNovember 6, 2015 at 2:07 PM

    Hello Sir,

    Whats your view on Welspun India ? It corrected recently

    ReplyDelete
  60. Ashiq mehrajNovember 6, 2015 at 4:08 PM

    Sir kindly your view upon kopran after result thanks .....

    ReplyDelete
  61. UnknownNovember 6, 2015 at 10:13 PM

    Sir whats happening wirh DIC India any change in fundamentals shares falling like anything pls advise
    Br//Ragani

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:07 PM

      Not aware of any negative fundamental change in recent days

      Delete
  62. aksNovember 7, 2015 at 8:37 AM

    Sir

    Caplin came out with good set of numbers. I am holding since ur suggestion.. Thanks a lot for this gem.

    Would request you shed some light on path ahead.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:08 PM

      Already suggested to take out cost and hold remaining as cost free

      Delete
  63. Dhananjay BaranwalNovember 7, 2015 at 9:01 AM

    Respected Sir.Any opinion on Morepen after its latest result.Debt is reducing continuously. I have 1000 share at the rate of Rs. 6.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:09 PM

      Neutral on Morepen due to legal issues related with company .

      Delete
  64. vikiNovember 7, 2015 at 9:30 AM

    sir, your view on excel industries Q2 result. seems bad when compared yoy.

    ReplyDelete
  65. satishNovember 7, 2015 at 11:39 AM

    Dear Sir, Request you view on results of Panacea...is there any ray of hope?

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:10 PM

      Unfortunately it is not improving as expected.

      Delete
  66. Tushar KalraNovember 7, 2015 at 12:10 PM

    Dear VP,
    Which of the pharma stocks can be bought at CMP? I find Glenmark, Torrent and Aurobindo fundamentally good companies. Can any of these be bought at CMP? Hope you answer it this time.
    Thanks,
    Tushar

    ReplyDelete
    Replies
    1. VALUEPICKNovember 7, 2015 at 8:12 PM

      Not tracking Aurobindo .
      As companies Glenmark,Torrent, Cadila ..etc are good but returns from stocks depends on entry price to a great extent.

      Delete
  67. Nirav KariaNovember 8, 2015 at 1:10 AM

    Sir wish u happy diwali in advance. Sir just want to know your valuable view on Q2 result of Godrej Properties Ltd. and its future. Thanks sir

    ReplyDelete
  68. UnknownNovember 11, 2015 at 6:43 PM

    Happy diwali

    ReplyDelete

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