Disclaimer:
This Blog,its owner,creator & contributor is neither a Research Analyst nor an Investment Advisor and expressing opinion only as an Investor in Indian equities. He/She is not responsible for any loss arising out of any information, post or opinion appearing on this blog.Investors are advised to do own due diligence and/or consult financial consultant before acting on any such information. Author of this blog not providing any paid service and not sending bulk mails/SMS to anyone.
Both stocks already turned as multibaggers from suggested level. Average risk takers can book partial profit to cover investment and hold remaining as cost free.
No clarity about the recent news of ED attachment of assets worth over Rs 414 crore of Lakshmi group , hence not advising to take unnecessary risk till clarity about it.
I'm looking for one clarification regarding "IL&FS Engg" results. Do we need to consider consolidated result or standalone result for analysis? Moneycontrol is showing only standalone result, hence my confusion. Also, what's your opinion about latest result, do you feel that there is improvement? Thanks!
Hi sir very good morning, Can we expect turn around in solar sector in this year? Is this this sector good bet for invesent? Any thought on surana solar from this sector? Can you please any one stock.
Dear sir, i had heard that amulya leasing / apollo pipes is targeting 1000 cr sales in next 4-5 years,which is nearly 4x of present topline.Dear sir, till when we can expect reverse merger, i had emailed management but no reply till date.
Sir, it's nice to see your answers and suggestions. Please do continue the same. And what happened to your facebook Id? Are you planning to open a new FB account? Let us know pls.
Sir, what's your opinion on sugar stocks? I am Holding balrampur dhampur ugar and dwarikeshfor the last one year. Is it advisable to hold for another 2-3 quarters?
Dear valuepick I am following you very long time n earn good in shakti pump n Vadilal still holding epc industry by your view now I just want to view on that after holding of 3 years avg is 140 I m hoping of 400+ in long run :) plz tell me about your present view thanks
It is in an industry with decent potential .Earlier Mahindra group promised to bring all their non auto agri related business under the fold of a single company , but they didn't stick on that ( so far) and merged some other unlisted companies only . If they think about such an arrangement in future that will be an icing on the cake.
Now it is in GSM 2 and lot of broking houses even banned dealing in this stock .Whatever restrictions exchange impose , I believe , ultimately the price of a stock will be the reflection of the business performance of the underlying company . There may be temporary set backs due to such restrictions. As per the circular regarding GSM , it is learned that factors like earnings and financial health is an important parameter for selecting companies for GSM. In case of Amulya , I believe it included in GSM due to some technical mistakes. There is no business in the standalone entity and no result for that .The software of exchange may took only this fact and decided a price of Rs.350+ for a company without any business is suspicious . But we all know the fact that the consolidated figures are excellent with an EPS of more than Rs.15 and company is growing well. But there may not be a system to consider the consolidated figures . This is my personal belief and I may be wrong too .Anyway , as its subsidiary is going to merge with itself, I hope it will come out of GSM once the completion of merger happens and periodic review of GSM initiated in future.
Sir what are your views on Narayana Hrudalaya ? Established promoters, strong performance in FY2017 and expansion mode with fundamentally long term potential business with expanding goegraphies.
On the results of Cosboard - I suppose the topline growth was outstanding but the bottomline suffered due to a steep rise in raw material prices. So, can we expect better bottomline in coming quarters with an anticipation of decline in raw material prices. It is better to hold the stock for now?
hi sir, what your view on your previous reco hmvl (hindustan media ventures ltd.) year on year profit is increasing steadly, but parallel y other income also increases.
Sir, i am new to this blog. i would like to have your opinion on BDH industries, Kesar terminal, saven technologies and sree rayalseema Hi-strength. thank you for your kind advise.
Dear VP SIR,
ReplyDeleteKindly give your views on Arrow Green Techs result .Thanks.
This stock suggested at Rs.14 and currently trading at Rs.465.Seems company's growth is flattening in recent times.
DeleteWhat is your current view about capital first and apar industry
ReplyDeleteBoth stocks already turned as multibaggers from suggested level. Average risk takers can book partial profit to cover investment and hold remaining as cost free.
DeleteSir, what is happening with Subex and Orchid Pharma?
ReplyDeleteCould not find anything new happening.
DeleteSir your view on Lakshmi energy and V2 retail?
ReplyDeleteNo clarity about the recent news of ED attachment of assets worth over Rs 414 crore of Lakshmi group , hence not advising to take unnecessary risk till clarity about it.
DeleteV2 is steadily improving.
Dear VP Sir,
ReplyDeleteI'm looking for one clarification regarding "IL&FS Engg" results. Do we need to consider consolidated result or standalone result for analysis? Moneycontrol is showing only standalone result, hence my confusion. Also, what's your opinion about latest result, do you feel that there is improvement? Thanks!
Best Regards,
Suresh
Better to consider Consolidated numbers
DeleteHi sir very good morning,
ReplyDeleteCan we expect turn around in solar sector in this year? Is this this sector good bet for invesent? Any thought on surana solar from this sector? Can you please any one stock.
Thanks in advance.
Tracking only Websol from this sector
DeleteThanks for great pick guru ji 🙏🙏🙏
ReplyDeleteDo u prefer to hold OR move out after great run ?
I think best is yet to come :)
DeleteVP Sir,
ReplyDeleteYour views on Karnataka Bank please. Thanks.
Not tracking
DeleteDear sir, i had heard that amulya leasing / apollo pipes is targeting 1000 cr sales in next 4-5 years,which is nearly 4x of present topline.Dear sir, till when we can expect reverse merger, i had emailed management but no reply till date.
ReplyDeleteAlso please share your views on lactose.
Regards,
Rakesh
Expecting completion of merger formalities at least in another two months.
DeleteSir do you track RAJ RATAN GLOBAL WIRES?
ReplyDeleteVP sir, what's your view on Neha International, is it a turnaround story?
ReplyDeleteSir, your views on Kallam Spinning?
ReplyDeleteSorry, not tracking above mentioned companies.
DeleteSir,
ReplyDeleteI would like to know what are the other concerns in Ramky Other than extension time for declaring results
I feel, worst is over.
DeleteSir any view on Centrum Capital?
ReplyDeleteNot tracking
Deletedo you still track centum electronics??
ReplyDeleteAlready suggested to book profit
DeleteHi Vp,
ReplyDeleteYour views on gmr infra and diana tea pls.
Thanks
Not tracking both stocks
DeletePlease share your view on Unichem labs
ReplyDeleteNot bad
DeleteDear VP SIR ,please share your view on jindal stainless steel
ReplyDeleteNot strictly tracking
DeleteHow is Swelect energy sir?
ReplyDeleteTracking only Websol from solar sector
DeleteDear sir
ReplyDeletePl tell me your views on nath biogeans
Thank you sir
Stock already gained 5 times from suggested level, neutral at CMP
DeleteRemarkable growth in Sales an EPS fot Amulya...!
ReplyDelete:)
DeleteSIR NAMASTEY,
ReplyDeleteANY VIEWS OF MAITHAN ALLOY..
Not tracking
DeleteSir... I have purchased multibase for long term.what is your view
ReplyDeleteAlready covered stock, no change in view
DeleteHello sir... Agarwal eye hospitals posted good results... You recommended it long ago.. are you still tracking it sir? Can we make a re-entry
ReplyDeleteAs of now not tracking
DeleteVP, want to know Ur view on Ur old pick Muthoot capital, LT Foods and GIC Housing.
ReplyDeleteAre they still hold or sold ??
Prefer to hold all
DeleteSir, it's nice to see your answers and suggestions. Please do continue the same.
ReplyDeleteAnd what happened to your facebook Id? Are you planning to open a new FB account?
Let us know pls.
Let us try for a new one.
DeleteSir, what's your opinion on sugar stocks? I am Holding balrampur dhampur ugar and dwarikeshfor the last one year. Is it advisable to hold for another 2-3 quarters?
ReplyDeleteNot tracking sugar sector stocks
DeleteSir please share your views on faze three
ReplyDeleteExpecting steady improvement in business post restructuring of debt.
DeleteDear valuepick
ReplyDeleteI am following you very long time n earn good in shakti pump n Vadilal still holding epc industry by your view now I just want to view on that after holding of 3 years avg is 140 I m hoping of 400+ in long run :) plz tell me about your present view thanks
It is in an industry with decent potential .Earlier Mahindra group promised to bring all their non auto agri related business under the fold of a single company , but they didn't stick on that ( so far) and merged some other unlisted companies only . If they think about such an arrangement in future that will be an icing on the cake.
DeleteDear VP Sir,
ReplyDeleteKindly share your views on celebrity fashion and pg foil numbers.
Regards,
Varun
Dear sir ,
ReplyDeleteYour view on Tata global beverages which had great results recently and Tcpl
Thankyou
Not tracking Tata Global
DeleteTCPL already given 10 fold return from suggested level, neutral at CMP
Sir,
ReplyDeleteKindly give an opinion about valson industries. You may be not tracking this one but your opinion will give a strong point to investment..
How I can comment about a company I am not tracking ?
DeleteDear VP ji
ReplyDeleteWilling to know your stand on kisan mouldings a growing firm from PVC sector.
Thanks
I prefer to stick with Amulya , not tracking Kisan
DeleteSir, Amulya moved to GSM stage. I have some shares, what to do ?
ReplyDeleteNow it is in GSM 2 and lot of broking houses even banned dealing in this stock .Whatever restrictions exchange impose , I believe , ultimately the price of a stock will be the reflection of the business performance of the underlying company . There may be temporary set backs due to such restrictions. As per the circular regarding GSM , it is learned that factors like earnings and financial health is an important parameter for selecting companies for GSM. In case of Amulya , I believe it included in GSM due to some technical mistakes. There is no business in the standalone entity and no result for that .The software of exchange may took only this fact and decided a price of Rs.350+ for a company without any business is suspicious . But we all know the fact that the consolidated figures are excellent with an EPS of more than Rs.15 and company is growing well. But there may not be a system to consider the consolidated figures . This is my personal belief and I may be wrong too .Anyway , as its subsidiary is going to merge with itself, I hope it will come out of GSM once the completion of merger happens and periodic review of GSM initiated in future.
DeletePersonally I would prefer to Hold for long term
Take it only as my personal view.
Dear VP could you please share your view on videocon industries. Can we invest now?
ReplyDeleteNot tracking any company from Videocon group
DeleteSir
ReplyDeleteWhat is your view on Kirolskar Electric(KECL)?
Lower than expected performance.
DeleteHi VP Sir, are you still positive on Panacea Bio?
ReplyDeleteRegards,
Venu.
I hope recent initiatives will help to improve performance in future , but may take some time.
DeleteSir what are your views on Narayana Hrudalaya ? Established promoters, strong performance in FY2017 and expansion mode with fundamentally long term potential business with expanding goegraphies.
ReplyDeleteHi VP Sir,
ReplyDeleteSaw recent update on SKM , about there new product "EGG PANEER", which is catering domestic market.
Do you think they are on right track as they are facing challenges in global market.
Your view on management decision and future outlook.
Hi VP Sir,
ReplyDeleteYour views on Pioneer Embrioderies and MIC Electronics. Why both the stocks have been a steep drop in price in last one month?
On the results of Cosboard - I suppose the topline growth was outstanding but the bottomline suffered due to a steep rise in raw material prices. So, can we expect better bottomline in coming quarters with an anticipation of decline in raw material prices. It is better to hold the stock for now?
ReplyDeletehi sir,
ReplyDeletewhat your view on your previous reco hmvl (hindustan media ventures ltd.) year on year profit is increasing steadly, but parallel y other income also increases.
Please your view about satin credit care.
ReplyDeleteSir,from your advice I bought multibase.i have made decent money.sir what is your Long term view in multibase
ReplyDeletePlease share your views on premco global with increase in dividend despite not so good year
ReplyDeleteHello sir,
ReplyDeleteWhat is your long term view about Amarjothi spinning ans Anjani cement.Holding shares of both.
hi what about astec lifescience
ReplyDeleteSir, i am new to this blog. i would like to have your opinion on BDH industries, Kesar terminal, saven technologies and sree rayalseema Hi-strength. thank you for your kind advise.
ReplyDeleteSir,
ReplyDeleteAround 4 years ago Kerry foods announced that they have acquired lactose India but till now no official announcement from lactose.
And also its quarterly results are flat even after capacity expansion.
I like this company very much but it is confusing.. can you please share you views regarding this.
Thanks,
Hi value pick,
ReplyDeleteWhat is ur view on Kesoram Ind and Vivimed Lab
Hi VP Sir,
ReplyDeleteUr views on below stocks which posted very good Q4 results
1. Titagarh Wagons
2. Emami infra
Thank you Sir.
Sir please share your views on Corporation Bank
ReplyDeleteSir, what is your take on Coal India, with divided yield and debt free, can be good for passive investors, thanks
ReplyDeletesir what are your views about gufic bioscience?
ReplyDeleteDear vp sir please tell me tour view in manali petrochem
ReplyDelete