Saturday, September 30, 2017

RAMKY INFRASTRUCTURE LTD -UPDATE

Ramky infrastructure is one of my biggest failures , suggested @ Rs.280  came down to Rs. 23 and currently trading around Rs.97.For the past many years company's performance severely affected in tandem with overall performance of the industry. It is clear from recent balance sheet that company taking sincere efforts to reduce debt and came back to business. In a  positive development, today company informed its decision to allot 1.2 Cr warrants ( to be converted into shares) at a price of Rs.101. Along with  promoters, Aadi financial advisors LLP ( an entity related with well known Bhanshali family) participating in this preferential allotment. I strongly believe, company now at an inflection point and those invested earlier will not regret and hope their patience will pay in the years to come.

Link to today's Announcement HERE


Disc: Holding shares , hence my views may be biased

240 comments :

  1. Hello VP Sir,

    May this Dussehra burn all your worries with Ravana and bring you and your family loads of happiness. Happy Dussehra!

    Welcome back..very happy to see your post.

    Regards,
    Varun

    ReplyDelete
  2. Lakshmi Energy is a gone case now... Any views on this sir?

    ReplyDelete
    Replies
    1. There is mainly two negative reasons at this juncture regarding Lakshmi Energy viz- lack of clarity about the E D's provisional attachment of properties of Lakshmi Energy & Foods Limited worth Rs 414 crore which happened in the month of march and the recent rise of non basmati prices in local market which may impact its competitiveness in export market. Because of these reasons , expecting only range bound movement.

      Delete
  3. Dear sir, Happy Dasara. Happy to see you back.

    ReplyDelete
  4. Dear sir, Happy Dasara. Happy to see you back.

    ReplyDelete
  5. Hi VP sir, Happy Dussera. Thankyou for coming back.
    Hope you are fine.
    We all are waiting for your posts sir...Welcome back sir
    Regards
    Senthil

    ReplyDelete
  6. Sir, really glad to hear from you. Hope you are doing well.

    ReplyDelete
  7. Happy Dussehra Sir. Good to see you back. :) Thank you.

    ReplyDelete
  8. After a long time we have seen your post. Please do post something regularly.

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  9. Welcome back VP sir..
    Waited these many days for the blog update...feeling happy to see u back...hope all is fine in family....

    Regards,
    Karthi

    ReplyDelete
  10. Good to see you back. Happy Dussehra

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  11. Seeing your message in blog, years in my eyes. Hope you are in very good health and in personal sorts. Have mailed you separately as well. God bless you. Thanks for being back.

    ReplyDelete
  12. Hello VP Sir,
    Happy Dussehra, nice to see you back
    what is view on digvijay cements for existing holders

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  13. post after a long time , hope everything is fine n wishing u good luck n sucess

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  14. Dear sir,
    Am so glad to have you back. I have looked upon you and your advices and you sure are a lighting pole in this ocean. Please dont disappeare again. Thank you so much.

    ReplyDelete
  15. Feeling so happy to see Master back Sir.
    Wish you ,yor family and all bloglovers A HAPPY DUSHERRA.
    With Regards
    Vakharia M J

    ReplyDelete
  16. So happy to see you back VP :) nothing else matters. Wish you a very happy dasara.

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  17. dear sir do u track gufic bio sciences and shreyan industries

    ReplyDelete
    Replies
    1. Not tracking Gufic Bio.
      Shreyans Ind is not a bad company but it is in a cyclical business .I such a business we should perfectly time the entry and exit otherwise our capital may stuck for a long time.

      Delete
  18. sir, happy vijaya dasami. welcome to see your posting which is long awaited. sincere request to roll on the posting on market dynamics.

    ReplyDelete
  19. Really exhilarating to see you active again on the blog sir !! Past appx 3 months seemed like a l.... o... n.... g hibernation to all you fans & followers. But sir we never missed to check the blog during this time...

    Now that you are back with very encouraging update on Ramky infra a very relevant query from me is about
    Il&fs Engg, your another pick from the same sector... Sir, how you find its future prospects and can we consider adding or fresh entry at present throwaway price???

    ReplyDelete
    Replies
    1. Infrastructure development is one sector having potential in our country ,compared with the situation of many other sectors . But the issue is the poor situation of the balance sheet of many companies due to past policy paralysis . Because of this reason majority of the companies facing working capital crunch and hence execution challenges even if there is sufficient order book .Major problem of ILFS Engg is lack of sufficient working capital though the order book is very healthy.It seems their efforts to raise Rs.500 didn't succeed so far .Till this issue sorted out , expecting only range bound movement.

      Delete
  20. Thank you VP for your update on Ramky.
    Happy Dussehra

    ReplyDelete
  21. Sir, Happy to see you back. Hope you are well.

    ReplyDelete
  22. Am so pleasant to see you back VP Sir. There is so much talk that economy is going to be very bad and your long absence made me believe you too support that view and so I was more fearful. Kindly give some update at least once a week/fortnight. Wish you good health. Warm regards.

    ReplyDelete
    Replies
    1. Stock picking strategies followed by different set of investors may be different. In a high flying bull market, opportunities for value investing is less compared with a bear market situation.I think it is better to wait for opportunities is better than jumping into a stock at a valuation we are not comfortable . such times may be apt for momentum players. :)

      Delete
  23. Happy dussehra vp sir, your come back is great festival for all retail investors

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  24. Welcome back sir, it's been long... Happy to see u back...

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  25. What are your views on ujjivan & on mobile?

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  26. What a Honest Admission !! Truely!

    God Bless you with abundance !

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  27. Wel come back sir n Happy Dussehra,
    Good to see you again after a long time. Hope will receive knowledgeable information from your side as usual on weekly basis. Feeling happy to see your msg. Thank you sir and God bless you.

    ReplyDelete
  28. Welcome back sir! We were missing you !
    Wishing you a very Happy Dusehara!

    ReplyDelete
  29. Sir can we expect some new suggestions from u for this Diwali sir....

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  30. welcome back sir stocks to buy for my child for 5 to 10 years.pls suggest some stocks.mic ramky ......tks

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  31. Dear sir,
    Am so glad to have you back. I have looked upon you and your advices and you sure are a lighting pole in this ocean. Please dont disappeare again. Thank you so much

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  32. Sir, also last quarter result top line was subdued. Your comments on those please. Thanks

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  33. Sir, request you to please throw some more ligh on the infection point of Ramky.

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  34. Sir, please don't ever stay away from us, have been waiting to hear from you since many months, Welcome back and Happy Dussehra to you and your family.

    ReplyDelete
  35. Great to see your come back, Happy Dussehra and Bless you Sir.

    ReplyDelete
  36. Hello Sir,
    Its really nice to see you back. Hope everything is great at your end. Happy Dussehra to you sir.

    ReplyDelete
  37. Hello VP Sir,
    Happy to see update on your Blog:). Wish you happy dussehra!!!
    Thanks
    Ramakrishna Madugula

    ReplyDelete
  38. Hello VP SIr,
    Can you provide your opinion on MIC Electronics? Is it worth to wait or better to book loss and exit?

    Thanks
    Ramakrishna Madugula

    ReplyDelete
    Replies
    1. Debt converted shares of MIC dumped into market immediately . Floating stock is also an important factor in price movement of any stock . Considering this situation , try to shift to some better opportunities from MIC

      Delete
  39. Sir,
    Are you tracking Fairchem speciality? Is this right time to buy this stock?

    Thanks
    Ramalkrishna Madugula

    ReplyDelete
  40. Thanks for the update Sir. Great to see you back, we are missing your guidance

    ReplyDelete
  41. Welcome back, Sir! :) Happy Dussera to you!

    ReplyDelete
  42. Happy Dushsehra and muharram with Gandhi Jyanti to VP sir and to there followers like me

    ReplyDelete
  43. Please give ur views on the below mentioned stock. Your guidance is needed ,if small investment can be done in them at this point of time.
    1.Panama petrochemical
    2.websol
    3.Ramky
    4. Hoec
    5.multibase.

    ReplyDelete
    Replies
    1. Adjusted to stock split , Panama petro already given 700% return from suggested level .Prefer to book at least part profit in that.Positive on rest.

      Delete
  44. Hi Sir. Welcome back. Literally I was on ventilator. Now I can breath sir. Please guide us as you have done in the past.

    Your die hard follower

    ReplyDelete
    Replies
    1. truely said friend

      Happy Dushera VP Sir and to all friends

      Delete
  45. Welcome back VP Sir!! We really missed you.. God Bless

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  46. Thanks sir,

    U came back

    Sir when I came to know ur blog, that time u almost stopped recommending stocks

    I never got a chance to buy a single stock recommended by u

    ReplyDelete
  47. Sir - your views on Kingfa and Repro India?

    ReplyDelete
  48. Happy Dussehra vp sir.Amulya is in gsm 3 stage should one hold it with patience???

    ReplyDelete
  49. Sir,
    Where r u these days..
    Long time. We want u around for your guidance.

    ReplyDelete
  50. Happy Dussehra to all my dear friends :)

    ReplyDelete
  51. Welcome Back. Happy to see your post after a long time.

    ReplyDelete
  52. Respected VP Sir,

    Please share your view on fiberweb and lactose at current price.

    Regards,
    Varun

    ReplyDelete
    Replies
    1. We discussed about Fiberweb around Rs.75 level and it already appreciated 4X since then. Low risk investors can book partial profit by selling half and keep the remaining as cost free.

      In case of Lactose , everything depends on the success of their to be launched product , depends on that it may become a hero or zero . Take a call based on your risk profile.

      Delete
  53. Sir, what is your view on the impact of Demonetisation and GST ? Is it going to affect economy so badly next 2-3 years as some observers pointed out?

    ReplyDelete
    Replies
    1. Not expecting 2-3 years but surely few more quarters.

      Delete
  54. U coming back is Big gift for Dussehra Sir .. happy dhassehra

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  55. Dear boss..
    Happy to see your update on this blog after long time.how do you see the future aspect of Pecos bar?

    ReplyDelete
    Replies
    1. Court orders related with permission to function outlets selling alcohol created loss of confusion . This may impact company's performance . They already informed the exchange that they forced to change their few locations.

      Delete
  56. Sir,please share your view on amtek auto.

    ReplyDelete
  57. VP sir, Happy to see you back.
    Happy Dussehra.
    Please provide your view on LEEL ELECTRIC ex LLOYD ELECTRIC after its CD business sale t Havells for 1550 Crores.

    ReplyDelete
  58. Hello Sir,
    Literally I was checking your blog daily. I am very happy and relieved that you are back.

    Please let me know your latest views on SKM EGG?

    Thanks in advance.

    Regards,
    Prasanna

    ReplyDelete
    Replies
    1. This is one stock we discussed a lot in the past and suggested to exit around Rs.120 . Not seeing any big change in situation in the near term. It may stay range bound.

      Delete
  59. Dear VP sir great to see you posting again. Any views on precision electronics? Company seems to be turning around.

    ReplyDelete
    Replies
    1. Need to wait and see few more quarters

      Delete
  60. I am Sooo Happy to see you back sir...
    I have checked this blog for last 16 weekends.. & finally i could smile again by seeing your post...
    Thank you for coming back VP sir.

    Regards,
    Shobhit

    ReplyDelete
  61. Sir your view on Sanwaria Consumer ltd for long term investment. Eagerly awaiting for your reply.

    Thanks
    Sunil

    ReplyDelete
  62. Happy Dussehra Sir...Glad to see u on Forum...
    What is ur view on Shree Ram Multi

    ReplyDelete
  63. Dear Sir,
    Plz comment your view on Ess Dee Aluminium & Dena Bank

    ReplyDelete
    Replies
    1. Not tracking Dena bank

      EssDee Aluminium is a company with massive capacity in the Aluminium Foil market. Because of some unfortunate events( labor problems and working capital issues ) company is closed for past two years . As per some latest reports management is trying to restart the business with the help of an overseas investor. Whether this will happen or not is a big question . Hence either it will a multibagger or may loose even the capital we are investing depends on the success of management's efforts to re-open the plants . Take a call based on your risk taking capacity and patience to wait for long period.

      Disc: Invested , hence my views may be biased .Do own due diligence.

      Delete
    2. Thank you So much for your Valuable reply

      Delete
  64. Please give your views on Maithon Alloys for long term investment.

    ReplyDelete
  65. Dear Respected Sirjee,
    Welcome back.Happy Sharodiya.
    Where have you gone sir,felling us in orphaned like situation.Promise,sir, you would never go making us orphaned.

    ReplyDelete
  66. Hello sir how much we missing u can't imagine sir, Where were you sir?? Is every thing ok sir??

    ReplyDelete
  67. Hello Sir, Do you think fiberweb Commentary on their expansion and value added products is real?? Their commentary seems so immature and many issues arising towards promoter (Gayatri Pipes) selling but Md saying they are not promoters but while going google Gayatri pipe if holding company of same family. Please sir correct me if i am wrong.

    ReplyDelete
    Replies
    1. Replied about Fiberweb above.Investing in a wrong company at right price is always better than investing in a right company at wrong price . :)

      Delete
  68. Sir
    Welcome back,what about your moneycontrol messenger board looks its idle?

    ReplyDelete
    Replies
    1. There was lot of good discussions in MMB till few years back , but it is really sad to say nowadays it turned as a medium to keep only vested interests and show advertisements to lure potential investors . Really unfortunate.

      Delete
  69. Dear sir, your views about orient paper industries demerger..

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  70. Don't remember a more pleasant surprise than this since long.thank you sir .

    ReplyDelete
  71. sir its very delighting to see you back....! please share your views on-
    1)websol-why even after good results & expansion it is showing weakness?
    2)ujjivan-do you think mfi will grow faster than banks
    3)onmobile-there is lot happening over there

    ReplyDelete
    Replies
    1. Competition is MFI and home finance sector increasing in these days.

      Delete
  72. Dear sir, please give your comments on Subex and it's latest Result also. . .Thanks. .

    ReplyDelete
    Replies
    1. FCCB converted shares making lot of pressure in Subex and rupee movement may not favor IT companies in medium term

      Delete
    2. Vp sir, based on this, should we then exit and switch to another stock?

      Delete
  73. Dear VP Sir,

    Nice to see you back. Wish you and your family a Happy and Prosperous Dusserah :-)

    Sir, I attended Ramky's AGM and below are my 2 cents.

    I had a lot of unanswered questions in mind before attending Ramky's AGM. When it got over, I came out 100% convinced, that our share holder's investment are safe at the hands of the hard working and honest management. In many other company's AGM I have attended, they tend to evade Q&A and close the meeting. But, this was an unique AGM where all the questions of shareholders are answered/clarified politely and elaborately by the management even though it took time. I infer that the company got into trouble in the past because of Govt policies and not a mistake of the management. My hearty congratulations and wishes to the Chairman, MD & entire management for steering the company back to profits thus reducing the debt as well. As per the management, 90% of the debt would be settled on consolidation basis by March-2018 through 'asset sale'. And I understand, for the remaining 10% debt, they are planning to be 'debt free with some cash reserve' in 2-3 quarters max from March-2018. Once that happens, our Ramky infra will be the 'only company which is debt free from Infrastructure sector' and deserve much better valuation than the IPO. Management is keen not to repeat their past mistakes again. And, going forward, they would shortlist projects that would add more to the bottom line. A learnt, matured and conservative management is a trait we can trust and invest on for long term without much second thoughts. Additionally, the management along with ace investor - 'Bhansali' family subscribing to preferential shares is huge positive for the company and confidence booster to the investors. Overall, I feel, from the management's body language, they are genuine, honest & working hard with integrity for share holders & company's betterment. I am sure, Ramky would reward its share holders if you trust its management and ready to ride along with them for long term. I believe, by Ramky's silver jubilee year - 2019, we could see them @1000+ range (plus dividend allocation) easily. Wish you all 'Happy Investing with Ramky'. Good day.!

    ~Darshan S.

    ReplyDelete
    Replies
    1. Thanks Mr Darshan for your valuable feedback on AGM. Let us hope the patience and conviction of investors will pay from hereon.

      Delete
  74. Dear Sir, u r views on borosil glass

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  75. Feel good to see you back, missed you a lot daily check your blog, mmb please keep your presence in anyway Facebook also missing. Thank you for your support.

    ReplyDelete
  76. Is it good idea to continue holding NR Agarwal and STYLAM?

    ReplyDelete
  77. Dear sir on the auspicious dat of dasera you have restarted great unbiased indeepth analysis on selecting equity shares for the investors by small investors depending on you thanks forever

    ReplyDelete
  78. Happy Dussehra Sir...
    Glad to see u on Forum...
    What is ur view on Religare Enterprise.

    ReplyDelete
  79. I am very pleasure to see back on blog. I check blog every day regularly you are most trusted person for me

    ReplyDelete
  80. Vp, your view on these two companies please?
    -White organic agro
    -t & I global

    ReplyDelete
  81. Sir good to hear from u after long time. Sir happy dussehra and diwali in advance. Sir can u pls share ur views on LT foods and Avanti Feeds . Thanks

    ReplyDelete
  82. Sir , Lot of relief when we see you back ..Hope u enjoyed a good break and so fresh mind can get more Awesome ideas

    ReplyDelete
  83. Sir first of all thanks for coming back sir. I had quarry regarding ghcl I bt heavily near 220 . I posted same on ur Twitter also. Plz help me sir

    ReplyDelete
  84. Hi Darshan/VP,

    If you see the annual report..the worrying sign is the main promoter Ayodya reddy has pledged his 100% shares...infact his pledging increased this financial year...also the equity dilution hampers the EPS as 1.2 more crores adds to the equity base, am not sure what gives you a rosy picture of 1000 by 2019. If there is potential in the stock..it needs to be backed by some facts and not mere hope from AGM's. If there is any which you guys know of, please let everyone know for their benefit.

    Thanks
    Shyam

    ReplyDelete
    Replies
    1. I am not sure why you depend an old data to conclude that promoter pledging increasing , while the latest statistics already available in BSE website itself .Read the announcement dated 1 August 2017 to understand the changes happening in case of pledged shares .

      http://www.bseindia.com/xml-data/corpfiling/AttachHis/67a134ce-20fb-43bf-8144-bb5fb141e85c.pdf

      In case of equity dilution and EPS , what will the impact on EPS if the company utilise the amount raising though dilution for debt repayment and the interest saving thereof .

      So these developments can be interpreted based on the perception of the investor who is looking into it.

      Delete
    2. With due respect to you VP, i have seen many such cases in the past of this equity dilutions to pay off debt and later those humungous shares coming directly into open market has not moved the stock anywhere...mic, subex etc are the main such fine examples to look in. Also with 30% pledge and 2% release in the same financial year doesnt give any positive vibes. We may try convince about ourself that these are the best companies and fail miserably when the reality kicks in...IL&FS was also such HOPE story recently from you which destroyed our wealth.

      This is not to criticize you, i have huge respect for you but at the same time need to be pragmatic than just being a blind follower.

      Thanks
      Shyam

      Delete
    3. But shyam sir, u should aware abt changing senerio after modi govt who have big pocket from coal.spectrum.reduce subsidy, ids ,and finally GST, where they will spend the preferable sector is infra.and in infra sector which company is available at low p.e. good promoter, reduce debt, because share market always see future not past

      Delete
  85. VP , Thanks for coming back.When I look for an honest advice in equity market, I don't find a better person than u. May God give u enough wisdom and fortune for keeping retail investors enlightened like us.

    ReplyDelete
  86. Sir you tracking LASA Supergenric?? Please share your view on this :)

    ReplyDelete
  87. Hello VP sir. What is your opinion on vadirvarhe specialty chemicals? I entered at 128.75. Should I hold?

    ReplyDelete
  88. sir any idea when is amulya expected to complete demerger ? Also when is it suppose to come out of GSM?

    ReplyDelete
    Replies
    1. No de-merger in Amulya , it is a merger of subsidiary with itself.

      Delete
    2. when is this expected to be complete Sir?

      Delete
    3. Sir Amulya is qouting near 300 while Apl apollo is qouting near 2000. Should be understand that for each amulya share we are holding we will ultimately get same amount of Apl apollo pipes? I am confused on the outcome of the merger. Kindly enlighten us..

      Delete
    4. Apl apollo is completely a different entity. Amulya is getting reverse merged with its subsidiary apollo pipes, which is in the pvc pipe segment.

      Delete
  89. And sir Ramky results have been excellent.. very soon it will touch 200 for sure... It seems big investors have not got an eye yet on ramky last fee quarters results... if results are good in this quarter it may cross 200 soon

    ReplyDelete
    Replies
    1. No comments about target price . I believe business and balance sheet will improve from hereon and the same is expected to reflect in stock price.

      Delete
  90. Dear VP sir,

    Your view on Malu papers. Tried to reach management but no response on any future plans.

    ReplyDelete
  91. Dear Sir,

    Your old recommendations, Amines and Plasticizers, Orient Bell, Asian Granito etc. making new highs. Many thanks
    Are you still tracking Sunil Hi-Tech?

    Would appreciate you inputs on it

    Regards,

    ReplyDelete
    Replies
    1. Not tracking Sunil Hitech after the IT raid controversy .

      Delete
    2. Thank you very much Sir,

      Hope everything is fine at your end.. Wish you a very healthy and a long life full of peace and prosperity...

      Delete
  92. Thanks VP for your update on Ramky Infra. How do see Kitex Garments and Eros Media at this level from long term perspective?

    ReplyDelete
  93. Dear Sir, Welcome back to the forum. We really missed you.
    What is your current view on v2 retail which has already given multifold returns since your suggestion?
    Thanks,
    Ashish

    ReplyDelete
  94. Sir
    What's your view on shoppers stop with recent developments

    ReplyDelete
  95. Sir.. your views on RMC Switchgears ?

    Thanks in advance!

    ReplyDelete
  96. Vp, do you track t&I global and White organic agro? Your views please if you track. Thanks

    ReplyDelete
    Replies
    1. Not tracking T&I global, White organics is in a potential business, but not sure about promoters seriousness towards business and their integrity , hence neutral about it.

      Delete
  97. sir wt is your view on hindustan construction company ?

    ReplyDelete
  98. What is your view on Jaipan Industries.

    ReplyDelete
  99. VP sir, please share your views on
    AB Capital
    Manugraph Industry.
    From an investor point of view for long term.

    ReplyDelete
  100. Salzer electronic is lagging behind due to old product portfolio.Switchgear,limit switches,padal switch , etc are old technology product.How company will achieve 20% growth annual and 1000 crore is looking far away target.
    Are you still suggesting investor to hold share ?.Or current price of 170 is opportunity to buy.
    Please guide me,my whole investment is stuck at the price of 220/-

    ReplyDelete
    Replies
    1. Why you are saying that there is lot of negatives for the company and at the same time asking about buying it . If we have no confidence in any company we should exit at the earliest , never take investment decisions based on borrowed conviction.

      Delete
  101. VP sir.
    W E L C O M E B A C K.

    ReplyDelete
  102. Dear sir, what is your view about your erstwhile recommendation liberty shoes, and its still a buy at current cmp sir?

    ReplyDelete
    Replies
    1. Liberty shoes is a stock suggested @ Rs.112.

      http://value-picks.blogspot.in/2013/12/liberty-shoes-repeat.html

      Thereafter it touched a high of Rs.351 and currently trading around Rs.250.At CMP I am neutral.

      Delete
  103. Dear Sir,

    So nice see you back. Hope you and your family is doing fine. Welcome back and thanks for coming back. Have been missing you since a long time.

    Regards
    Preeti

    ReplyDelete
  104. Sir, Whats your view on below companies at CMP
    1. Shree Rama Multi-Tech
    2. Celebrity Fashions
    3. Liberty Shoes
    4. MBL Infrastructures
    5. Sintex Industries

    Thanks in advance

    ReplyDelete
    Replies
    1. In case of Shree Rama multi and Celebrity it may take some time for turnaround as in the case of many companies facing similar challenges . Decision depends on your patience level, don't expect changes overnight.

      Delete
  105. Dear Sir,
    Thank you very much for your valuable guidance to small investors.
    I would like to tell that almost all stocks suggested by you doing extremely well.

    Your return to the blog is really DIPAWALI for us. May God bless you and I feel heart full gratitude to you for making us able to earn from MR. Market.

    Please accept our Million Ton Thanks.

    ReplyDelete
  106. Hi sir,

    What is your view on old recommendations Excel industries, ABFL, IFB Agro and krebs bio
    Can we hold at present price or sell ?
    Thank you

    ReplyDelete
  107. Hi VP Sir, Please share your views on IDBI Bank holding more than 4K Shares@60
    Please advice for long term viws

    ReplyDelete
  108. Sir any views on - Ganesh housing or Eldeco housing?

    ReplyDelete
  109. Dear vp ji
    No words to express my happiness for seeing you again.
    Thanks a ton.
    We (small retail investors) felt blessed by means of your thoughts.
    Please continue your writing at least at your own blog.
    And guide us on a right path as always.

    God bless you sir.
    🙏🙏🙏

    ReplyDelete
  110. What are your view for shakti pump? Many say that mgmt is not trustworthy....but old bridge capital has invested a lot in them

    ReplyDelete
    Replies
    1. Shakti Pumps recommended @ Rs.58 which already returned 8 times , prefer to book at least part profit.

      Old link here

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

      Delete
  111. Sir, whether GODREJ AGROVET a peer to EPC INDUSTRIES? If so which will be better bet. Also any update on EPC when the sales will improve. Thanks.

    ReplyDelete
    Replies
    1. Dear Valuepick,

      What's the future of epc industries, am holding since long, can it become a multibagger from current levels as there is good scope for microirrigation when do you see it outperforming the mkts,please give your opinion

      Thanks
      Shailesh

      Delete
  112. It is so good to see you back in action Guruji. Reading your responses is like a refreshing cup of idea everyday.

    Please share your views on ADF Foods Ltd. It is into very similar business as Tasty bites, excepts that they do not have a big daday in US like TB. Do you see a big opportunity here.

    ReplyDelete
    Replies
    1. Stock already returned more than 4 times , neutral at CMP.

      http://value-picks.blogspot.in/2011/06/adf-foods-buy.html

      Delete
  113. Dear VP

    Ur views on orchid pharma stock bleeding heavily also hit new lows

    ReplyDelete
    Replies
    1. Already under insolvency proceedings , future deepens on final outcome.

      Delete
  114. Sir..what is your view on PG Foils?

    ReplyDelete
    Replies
    1. Prefer to hold for the time being and review post result

      Delete
  115. Vp sir,nice to see u back..Sir what is your view on electric car industry. Any stock from this section

    ReplyDelete
    Replies
    1. I think it is an over hyped story , for the time being.

      Delete
  116. Sir,
    Are you happy with the improvement in the business of ABFRL?

    ReplyDelete
    Replies
    1. Improvement is there , but at low speed .

      Delete
  117. Vp sir, should we exit Subex and switch to another stock? Or do you think there is still scope of a turnaround?

    ReplyDelete
  118. Dear VP sir,
    Very glad to see you back. Do you still track Salona Cotspin, MIC electronics ?

    Regards & thanks in advance
    -Srinivas

    ReplyDelete
    Replies
    1. Already replied about the above mentioned companies ,check comments above.

      Delete
  119. VP Sir , Do you track stocks from SME segment

    ReplyDelete
  120. Sir ... What is your view on Jubliant Life Sciences and KNR Construction?

    ReplyDelete
    Replies
    1. We have discussed about Jubilant life around Rs.280 level, neutral at CMP RS.664/-

      Prefer to hold KNR

      Delete
  121. Dear Vp sir,
    welcome back!! Sir what is your view on gitanjali gems and Patel airtemp.

    Thanks

    ReplyDelete
  122. Hello VP sir,

    Welcome back. Sir AIMCO is finally paying-off on our conviction. What is your view from here on ?

    ReplyDelete
  123. Sir, MULTIBASE INDIA I have brought at 250 after reading your view
    Sir Now at 500 what should I do

    ReplyDelete
  124. Shaffin ThadathazhathOctober 6, 2017 at 3:15 PM

    Dear Sir...Whats your view on Sumeet industries, Sintex industries & Vadivarhe speciality chemicals.
    Many thanks.

    ReplyDelete
  125. Sir what is your current view on TRIL after split up? Please share your thoughts.

    ReplyDelete
  126. good to see you back sir....your valuable on India Nippon, Ducon Infratech and kopran pls...

    ReplyDelete
  127. whats ur view on zen technologoies ltd & taneja aerospace and aviation ltd

    ReplyDelete
  128. Sir,I have brought 100 share of capacite infra at 350.
    I am first time investors
    May I hold this share or exit

    ReplyDelete
  129. Hi Sir,

    Pls share your view on Advanced Enzymes Technologies.

    Regards
    Shyam

    ReplyDelete
  130. Sir please give your view on NCL industries and pokarna if you are tracking them

    ReplyDelete
  131. dear sir,
    your views on valiant communications at cmp

    ReplyDelete
  132. Sir,

    Could advice me on Equitas Holding, Lincoln Pharma, Alankit,GVK Power, Tata Power,

    ReplyDelete

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