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.
Receiving lot of queries regarding my Facebook account . Please note that, I have no active Facebook account to recommend stocks currently and not recommending stocks through anyone's Facebook account.
Dear VP sir i am glad that you have come back. Really speaking in your absence i feel someone has lifted his hand on our heads. you are our guru or we can say to show us the right path in the investment journey. please continue to this godly selfless service of educating.
Earlier management promised to bring all agri related non automotive business of mahindra group under single entity . But when they executed this this company excluded , this negatively impacted stock price.
What is ur view on indo amines @ 80. there is merger of two subsidies i.e classic oil n sigma solvent later this month into indo amines. is this good long term bet in speciality chemical space ?
Dear VP sir Greetings. Do you think Module price falling due to intense competition from china would make it nonviable for the solar project developers in India? Will this impact websol in a big way considering that they may not be able to compete in the long run making profits too low? This is a commodity kind of business and do you think it may command very low valuation?
The article below: https://www.vikramsolar.com/steep-tariff-fall-can-keep-solar-growth-hanging-on-a-cliff/ Decreasing solar tariff is making solar projects financially unviable, by shrinking down the ROI generation. This is scaring off investors and putting Indian solar growth on an unstable ground. Although, Indian Government has identified the tariff drop as a forward step towards making ‘Power for All’ a reality. However, with instability in the sector and future of the projects not secured (due to financial unavailability and investors hesitation), it is hard to see how we would be able to build an energy rich future for India.
But if you read the annual report of websol you will find that they are well equipped to deal with risk from china. Also, they would get some benefits from the govt forcing vendors to buy at least a percentage of panels from Indian manufacturers. Although competition can keep the results low and stock price range-bound. I think it is very difficult to have confidence in the macro factors in this sector looking into the way things are shaping up.
Your comments and suggestion on Ashapura Minechem would be of great help. Holding it since last 3 years, Should I continue to hold on or Exit. Here's wishing u n ur loved one's a Very Happy Diwali in advance and a Blessed New Year ahead !!!
Two major issues company currently facing are their court case with Shipping companies and derivatives related case with banks.It is difficult to predict a time frame for a resolution. Personally I prefer to wait and see.
How do you see Aries Agro shaping up? Management talks about robust growth in micro nutrient space and also they are aggressively entering into Aquaculture. Till date its all hope story but do you see any positives here which can help all the readers.
Low awareness level of our farmers about micro nutrients may be the reason for muted growth of company.It is expected to change over a period of time .Those with patience may Hold.
are you tracking Vishnu chemicals, and whats your latest view on Krebs. The latter has stated in its annual report that full commercial production and new product introduction will happen this year. What is your target price by end of 2017-18.
sir can we add intence tech at curreñt price
ReplyDeleteNot strictly tracking
DeleteDear ValuePick, what is your view on IOLCP, Yash Papers, and TRIL.
ReplyDeleteThank you.
Thanks for note Siri!! Do you track any PSU Bank Sir and like any one ?
ReplyDeletePanacea ran up well .. please suggest if it’s good to partially book profits ?
ReplyDeletePrefer to book partial profit
DeleteDear VP sir i am glad that you have come back. Really speaking in your absence i feel someone has lifted his hand on our heads. you are our guru or we can say to show us the right path in the investment journey. please continue to this godly selfless service of educating.
ReplyDeleteGood to have you back.
ReplyDeletedear sir can i do sip in goodyear and glenmark
ReplyDeleteSir your comment on tata elxci
ReplyDeleteHi Vp,
ReplyDeleteUr suggestion on Ganesh Benzo pls?
Thanks
Sir any view on Kriti Industires..?
ReplyDeleteNot tracking above stocks
DeleteSir plz share your view regarding epc industries for long term holding from last 4 year
ReplyDeleteEarlier management promised to bring all agri related non automotive business of mahindra group under single entity . But when they executed this this company excluded , this negatively impacted stock price.
DeleteSir confused on above reply which means the story is not intact?
DeleteDear sir
ReplyDeleteWhat's your idea on
sanwaria agro,
Shivalik bimetal,
Shivalik rasayan.
Thanks in advance
Tracking only Shivalik Bimetal , decent company but stock price appreciated sharply in recent past.
DeleteWhat is ur view on indo amines @ 80. there is merger of two subsidies i.e classic oil n sigma solvent later this month into indo amines. is this good long term bet in speciality chemical space ?
ReplyDeleteYour views on kanoria chemical
ReplyDeleteNot tracking it
DeleteDear VP sir
ReplyDeleteGreetings.
Do you think Module price falling due to intense competition from china would make it nonviable for the solar project developers in India? Will this impact websol in a big way considering that they may not be able to compete in the long run making profits too low? This is a commodity kind of business and do you think it may command very low valuation?
The article below:
https://www.vikramsolar.com/steep-tariff-fall-can-keep-solar-growth-hanging-on-a-cliff/
Decreasing solar tariff is making solar projects financially unviable, by shrinking down the ROI generation. This is scaring off investors and putting Indian solar growth on an unstable ground. Although, Indian Government has identified the tariff drop as a forward step towards making ‘Power for All’ a reality. However, with instability in the sector and future of the projects not secured (due to financial unavailability and investors hesitation), it is hard to see how we would be able to build an energy rich future for India.
But if you read the annual report of websol you will find that they are well equipped to deal with risk from china. Also, they would get some benefits from the govt forcing vendors to buy at least a percentage of panels from Indian manufacturers. Although competition can keep the results low and stock price range-bound. I think it is very difficult to have confidence in the macro factors in this sector looking into the way things are shaping up.
Deleteyour views on cochin shipyard
ReplyDeleteDear VP Sir
ReplyDeleteYour comments and suggestion on Ashapura Minechem would be of great help. Holding it since last 3 years, Should I continue to hold on or Exit.
Here's wishing u n ur loved one's a Very Happy Diwali in advance and a Blessed New Year ahead !!!
Best Regards
KKS
Two major issues company currently facing are their court case with Shipping companies and derivatives related case with banks.It is difficult to predict a time frame for a resolution. Personally I prefer to wait and see.
DeleteGuruji, do u like CDSL ?
ReplyDeletebalasore alloys your views
ReplyDeletesir,plz share your view on man infra,Hudco and anant raj?
ReplyDeleteSorry not tracking above companies.
DeleteRespected Sir,
ReplyDeleteKindly share your view on share India securities.
Thanks
Seems reasonably valued compared with peers.
DeleteDiscl: Holding this stock , hence view may be biased.
Guruji,
ReplyDeletewhat is your current view on:
1) Meghmani Organics
2) Marksans Pharma
Thanks,
Ashish
Not tracking Meghmani
DeleteMarksans is a stock suggested to buy @ Rs.4 and book profit above Rs.100 . As of now neutral on it.
Dear VP sir,
ReplyDeletewhat is your call on ducon and Mbl Infra
As of now not tracking both
DeleteSir management of candc constructions is confident of achieving bottomline of 100 cr in f.y 2019-2020,does it make an attractive buy at cmp ?
ReplyDeletePlease let me know where he mentioned this.
DeleteHi VP,
ReplyDeleteHow do you see Aries Agro shaping up? Management talks about robust growth in micro nutrient space and also they are aggressively entering into Aquaculture. Till date its all hope story but do you see any positives here which can help all the readers.
Thanks
Shyam
Low awareness level of our farmers about micro nutrients may be the reason for muted growth of company.It is expected to change over a period of time .Those with patience may Hold.
DeleteCan essdee aluminium be bought at cmp?
ReplyDeleteFor those willing to loose even capital and enough patience.
Deleteare you tracking Vishnu chemicals, and whats your latest view on Krebs. The latter has stated in its annual report that full commercial production and new product introduction will happen this year. What is your target price by end of 2017-18.
ReplyDeleteNot tracking Vishnu Chem , no change in previous view on Krebs
DeleteSir,
ReplyDeleteYour please share your view on satin credit. Is it advisable to buy at CMP?
Satin suggested around Rs.90 level at the time of listing in NSe , neutral at CMP
Deletesir , please share your view on ganesha ecosphere
ReplyDeleteSir, your views on THYROCARE and AKSHARCHEM. Thanks
ReplyDeleteSorry, not tacking the above stocks
DeleteDear Sir...Whats your view on Sumeet industries, Sintex industries & Vadivarhe speciality chemicals.
ReplyDeleteMany thanks.
Positive on Vadivarhe for long term , not tracking others
DeleteDear VP
ReplyDeleteYour views about Idfc bank & yes Bank
S J Patil
Prefer to hold both
DeleteSir, whether WEBSOL, GUJ BOROSIL and SWELECT ENERGY are peers and exact competitors? Thanks
ReplyDeleteSir, your views on SHALIMAR PAINTS and KESORAM. thanks.
ReplyDeletesir, please give your view on abanoffshore iam holding this
ReplyDeleteAny views on Gulshan Poly & India Glycols
ReplyDeleteDear VP,
ReplyDeleteWhy is MIC electronics price crashed in last few months ? what is your long term view on MIC , regards suraj
Sir, what do you think of SRS ltd ? CMP 2.8 lot debt but they have assets on the ground. Cinema business is doing good too!
ReplyDeletesir what is you view on orchid pharma after lastest interest shown by pharma companies to acquire it.
ReplyDeleteSir,
ReplyDeleteany view on
HFCL & Marsons Ltd please