Wednesday, November 8, 2017

RAMKY INFRASTRUCTURE - RESULT UPDATE


56 comments :

  1. Sir
    Thanks a lot for giving a wonderful stock Ramky, as our deepali pick .hope this stock will fly after Q2 results

    ReplyDelete
    Replies
    1. Their debt reduction efforts are more important than result at least for few more quarters, thereafter let us concentrate on results.

      Delete
  2. Good results with improvements in all fronts.

    ReplyDelete
  3. Dear VP Sir,

    There was a debt reduction of ~120Crs in this quarter too, right.?

    I infer that Sep usually is Ramky's weak quarter. Considering that, the result is excellent compared to last year. This signifies a turn around story.

    Regards,
    Darshan S.

    ReplyDelete
  4. Wow... Fantastic results and lot of debt reduction ... ..a true turn around story .. will touch new highs.. A true value -pick... Thank you VP sir.. your analysis is eternal ... Do you think this is enough debt reduction since last posted results ?

    ReplyDelete
    Replies
    1. I don't think it is possible to retire entire debt at a time . They are progressing well.

      Delete
    2. Continual reduction in debt?

      Delete
  5. Dear Sir...What is your feedback about Anjani cement & Amarjothi spinners...Tks a lot.

    ReplyDelete
    Replies
    1. Prefer to hold APCL and book at least part profit in Amarjothi for average risk takers.

      Delete
  6. Hello Sir...thanks for this wonderful pick.
    Sir What is your opinion on PG foils?

    ReplyDelete
    Replies
    1. Not bad but one should keep a close eye on raw material price which is showing a rising trend.

      Delete
  7. Sir,Please share your view on insurance sector in general and view on recently listed stocks of the insurance sector.

    ReplyDelete
    Replies
    1. Sector having good potential, but from an investor point of view - stocks are not at an attractive valuation.

      Delete
  8. UR views on Tube investment india Ltd

    ReplyDelete
    Replies
    1. Mentioned the same in twitter few days back @ Rs.250

      https://twitter.com/valuepick/status/927884807127699457

      Delete
  9. Hi ,
    Request you to throw some light on how many shares would the shareholders receive after merger of Amulya and apollo
    Regards

    ReplyDelete
    Replies
    1. Apollo is merging into Amulya and not vice-versa .So the share holders of Apollo will get Amulya shares and thereafter name will be changed . Post merger equity will be between Rs.10-11 Cr and the entire result of Apollo will reflect in merged company's book.

      Delete
  10. Sir, are you tracking Tata teleservices ? Your views on the same please ? Thanks in advance.

    ReplyDelete
  11. Sir,
    Despite supereb result Fiberweb is not moving.Any coomments.
    Regards

    ReplyDelete
    Replies
    1. Market is skeptical about the quality of result and promoter's claims.

      Delete
  12. Hi VP Sir,

    Whats your current view on HOEC (HINDUSTAN OIL EXPLORATION CO.LTD)

    Do you track :
    Facor Allor, Ferror Alloy, Bhagwati Auto.

    ReplyDelete
  13. Hello VP from the other side, Trust you are doing fine !

    Can you help me with some best and multibagger blue chip stocks that you are aware at the moment which can be a huge success in the coming five years ?

    ReplyDelete
    Replies
    1. Blue chips are generally compounders , difficult to get multibaggers from there

      Delete
  14. Dear sir

    got the holdings from NSDL where in my holding of websol energy is being shown as Trading suspened

    but it is trading what am i missing

    ReplyDelete
  15. sir magna electro castings posted good results. can we continue to hold

    ReplyDelete
  16. Sir ,Since lot of initiative in solar space, Your view on Surana Solar for long term investment?

    ReplyDelete
  17. Dear Value pick sir,
    kindly give your view on tanla solutions.

    ReplyDelete
  18. Hi VP Sir, Please share your views on Avantel.

    ReplyDelete
    Replies
    1. Avantel suggested @ Rs.62 .It returned 5 X in 5 years .Neutral at CMP

      Old posting link

      http://value-picks.blogspot.in/2012/01/avantel-good-show.html

      Delete
  19. Dear VP sir,
    What are your views on orient abarasive

    ReplyDelete
  20. Kindly throw some light on Cadila Healthcare & PFC?
    Thank you.

    ReplyDelete
    Replies
    1. An SIP type investment may consider in Cadila if you area passive investor with enough patience .

      Not tracking PFC

      Delete
  21. Sir, are you tracking Century Extrusion? any views on it

    ReplyDelete
  22. Dear VP
    Nice to see u again
    sir any new stock/sector will do good in a next 3-5yr ?

    ReplyDelete
  23. Hi Sir. Can you pls share your take on Shree Rama Multi tech results.

    ReplyDelete
  24. Dear Sir, Please share ur views on Anant Raj, Byke hospitality, Repco home and GVK power. Repco is having high npa compared to peers.

    ReplyDelete
  25. sir, your comment on pecos hotel please

    ReplyDelete
  26. Sir,
    Your opinion on Bharati Agri Fert and Realty. Can it be a turnaround story. ?

    ReplyDelete
  27. Dear Value pick sir,

    kindly give your view on Sankhya Infotech???

    thanks

    ReplyDelete
  28. Dear sir,
    Can you share your thoughts on Alok industries.is it the right time to buy?

    ReplyDelete
  29. Dear Value Pick,

    Your view on Rallis India.

    Thanks in advance.

    ReplyDelete
  30. Sir your take on Signet industries? Valuations wise looks interesting. Debt also manageable and the company is growth sectors overall, growing topline and bottomline consistently.

    ReplyDelete
    Replies
    1. Sorry , not tracking above mentioned companies.

      Delete
  31. Are you tracking Sangam Advisors by any chance? Any views? Thanks

    ReplyDelete

Followers

Tweet TopOfBlogs