Wednesday, May 31, 2017

AMULYA LEASING -RESULT UPDATE


89 comments :

  1. Dear VP SIR,
    Kindly give your views on Arrow Green Techs result .Thanks.

    ReplyDelete
    Replies
    1. This stock suggested at Rs.14 and currently trading at Rs.465.Seems company's growth is flattening in recent times.

      Delete
  2. What is your current view about capital first and apar industry

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    Replies
    1. 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.

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  3. Sir, what is happening with Subex and Orchid Pharma?

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    Replies
    1. Could not find anything new happening.

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  4. Sir your view on Lakshmi energy and V2 retail?

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    Replies
    1. 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.

      V2 is steadily improving.

      Delete
  5. Dear VP Sir,

    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!

    Best Regards,
    Suresh

    ReplyDelete
    Replies
    1. Better to consider Consolidated numbers

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  6. 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.

    Thanks in advance.

    ReplyDelete
    Replies
    1. Tracking only Websol from this sector

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  7. Thanks for great pick guru ji 🙏🙏🙏
    Do u prefer to hold OR move out after great run ?

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  8. VP Sir,
    Your views on Karnataka Bank please. Thanks.

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  9. 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.

    Also please share your views on lactose.

    Regards,
    Rakesh

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    Replies
    1. Expecting completion of merger formalities at least in another two months.

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  10. Sir do you track RAJ RATAN GLOBAL WIRES?

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  11. VP sir, what's your view on Neha International, is it a turnaround story?

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  12. Sir, your views on Kallam Spinning?

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    Replies
    1. Sorry, not tracking above mentioned companies.

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  13. Sir,

    I would like to know what are the other concerns in Ramky Other than extension time for declaring results

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  14. Sir any view on Centrum Capital?

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  15. do you still track centum electronics??

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  16. Hi Vp,

    Your views on gmr infra and diana tea pls.

    Thanks

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  17. Please share your view on Unichem labs

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  18. Dear VP SIR ,please share your view on jindal stainless steel

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  19. How is Swelect energy sir?

    ReplyDelete
    Replies
    1. Tracking only Websol from solar sector

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  20. Dear sir
    Pl tell me your views on nath biogeans
    Thank you sir

    ReplyDelete
    Replies
    1. Stock already gained 5 times from suggested level, neutral at CMP

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  21. Remarkable growth in Sales an EPS fot Amulya...!

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  22. SIR NAMASTEY,
    ANY VIEWS OF MAITHAN ALLOY..

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  23. Sir... I have purchased multibase for long term.what is your view

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    Replies
    1. Already covered stock, no change in view

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  24. Hello sir... Agarwal eye hospitals posted good results... You recommended it long ago.. are you still tracking it sir? Can we make a re-entry

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  25. VP, want to know Ur view on Ur old pick Muthoot capital, LT Foods and GIC Housing.
    Are they still hold or sold ??

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  26. 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.

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  27. 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?

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  28. Sir please share your views on faze three

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    Replies
    1. Expecting steady improvement in business post restructuring of debt.

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  29. 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

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    Replies
    1. 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.

      Delete
  30. Dear VP Sir,

    Kindly share your views on celebrity fashion and pg foil numbers.

    Regards,
    Varun

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  31. Dear sir ,

    Your view on Tata global beverages which had great results recently and Tcpl

    Thankyou

    ReplyDelete
    Replies
    1. Not tracking Tata Global

      TCPL already given 10 fold return from suggested level, neutral at CMP

      Delete
  32. Sir,
    Kindly give an opinion about valson industries. You may be not tracking this one but your opinion will give a strong point to investment..

    ReplyDelete
    Replies
    1. How I can comment about a company I am not tracking ?

      Delete
  33. Dear VP ji
    Willing to know your stand on kisan mouldings a growing firm from PVC sector.
    Thanks

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    Replies
    1. I prefer to stick with Amulya , not tracking Kisan

      Delete
  34. Sir, Amulya moved to GSM stage. I have some shares, what to do ?

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    Replies
    1. 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.

      Personally I would prefer to Hold for long term

      Take it only as my personal view.

      Delete
  35. Dear VP could you please share your view on videocon industries. Can we invest now?

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    Replies
    1. Not tracking any company from Videocon group

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  36. Sir
    What is your view on Kirolskar Electric(KECL)?

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  37. Hi VP Sir, are you still positive on Panacea Bio?

    Regards,
    Venu.

    ReplyDelete
    Replies
    1. I hope recent initiatives will help to improve performance in future , but may take some time.

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  38. 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.

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  39. Hi VP Sir,

    Saw 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.

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  40. Hi VP Sir,

    Your views on Pioneer Embrioderies and MIC Electronics. Why both the stocks have been a steep drop in price in last one month?

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  41. 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?

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  42. 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.

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  43. Please your view about satin credit care.

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  44. Sir,from your advice I bought multibase.i have made decent money.sir what is your Long term view in multibase

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  45. Please share your views on premco global with increase in dividend despite not so good year

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  46. Hello sir,
    What is your long term view about Amarjothi spinning ans Anjani cement.Holding shares of both.

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  47. hi what about astec lifescience

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  48. 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.

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  49. Sir,

    Around 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,

    ReplyDelete
  50. Hi value pick,
    What is ur view on Kesoram Ind and Vivimed Lab

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  51. Hi VP Sir,
    Ur views on below stocks which posted very good Q4 results
    1. Titagarh Wagons
    2. Emami infra

    Thank you Sir.

    ReplyDelete
  52. Sir please share your views on Corporation Bank



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  53. Sir, what is your take on Coal India, with divided yield and debt free, can be good for passive investors, thanks

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  54. sir what are your views about gufic bioscience?

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  55. Dear vp sir please tell me tour view in manali petrochem

    ReplyDelete

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