tag:blogger.com,1999:blog-4508227071348714274.post342651666938775542..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: SKM EGG PRODUCTS EXPORTS - UPDATEVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger74125tag:blogger.com,1999:blog-4508227071348714274.post-67489396718219522572014-12-02T01:56:25.864+05:302014-12-02T01:56:25.864+05:30Dear VP,
What is ur view on Mote Carlo IPO??Dear VP,<br /><br />What is ur view on Mote Carlo IPO??Anonymoushttps://www.blogger.com/profile/17273820950466389682noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-75453735460246235292014-11-27T18:06:15.591+05:302014-11-27T18:06:15.591+05:30Dear VP Sir,
Written many times to you but may be ...Dear VP Sir,<br />Written many times to you but may be am unlucky. I request your advise on 1. Bimetal Bearing & 2. Rossell India<br />Thanks in advanceAnonymoushttps://www.blogger.com/profile/07127542756610479871noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-29386557753028785392014-11-27T09:01:04.737+05:302014-11-27T09:01:04.737+05:30VP sir Good Morning.
Why my queries are not posted...VP sir Good Morning.<br />Why my queries are not posted.<br /><br />Regardsskdchttps://www.blogger.com/profile/07735965108071130131noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-11666928751746394082014-11-26T12:26:53.817+05:302014-11-26T12:26:53.817+05:30Vp sir when is ur next pick comes ?? We are waitai...Vp sir when is ur next pick comes ?? We are waitaing...<br />Thank uprateeknoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-28022451071013373082014-11-26T11:15:55.865+05:302014-11-26T11:15:55.865+05:30Thank U very much sirThank U very much sirVictor Growth Academy Anytime Learninghttps://www.blogger.com/profile/10714259598686325271noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-10429197351175023972014-11-26T01:10:56.259+05:302014-11-26T01:10:56.259+05:30Dear Vp Sir,
What are your views on Amtek Auto and...Dear Vp Sir,<br />What are your views on Amtek Auto and Rashtriya Chemical Fertilizers. Kindly do answer this.<br /><br />Thanks,<br />RCRamissh C Pandayhttps://www.blogger.com/profile/16981302640968143987noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-88666317279698567272014-11-25T22:02:41.885+05:302014-11-25T22:02:41.885+05:30Hi VP Sir, What is your view on Welspun Syntex. Co...Hi VP Sir, What is your view on Welspun Syntex. Company has posted strong profit in last few quarters and belong to a big group.sisasahttps://www.blogger.com/profile/03636396372591046743noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-64309207425540854832014-11-25T21:46:28.031+05:302014-11-25T21:46:28.031+05:30There is no avian flu outbreak in Tamil Nadu, poul...There is no avian flu outbreak in Tamil Nadu, poultry farmers across the state have taken precautionary measures.<br /><br />Some poultry farmers feared that egg exports would be affected due to the bird flu outbreak. However, National Egg Coordination Committee (NECC) sources allayed the fears saying egg exports would not be affected. <br /><br />"Countries like Oman, Afghanistan and Algeria are still importing eggs from India even after the World Organization for Animal Health classified India as a bird flu affected country," a top NECC officials told TOI on condition of anonymity. <br /><br />Source: http://timesofindia.indiatimes.com/city/chennai/Bird-flu-outbreak-in-Kerala-Tamil-Nadu-poultry-farmers-take-precautionary-measures/articleshow/45272467.cms<br /><br />Stay invested if it hit LC accumulate more.binay agarwalhttps://www.blogger.com/profile/17761167767525125958noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-78759284941786640872014-11-25T20:56:51.348+05:302014-11-25T20:56:51.348+05:30Not tracking itNot tracking itVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-14911468609401618612014-11-25T20:56:37.664+05:302014-11-25T20:56:37.664+05:30Not a bad oneNot a bad oneVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-9257814122543733812014-11-25T20:55:11.563+05:302014-11-25T20:55:11.563+05:30Yes , Some cases reported from Kerala ,But I feel ...Yes , Some cases reported from Kerala ,But I feel the situation is not alarming as far as SKM is concerned at present. <br /><br />It is reported only in the Ducks grown in Kerala back waters span across three to four districts .In other areas no cases reported so far and government is taking every action to prevent the spreading of same .<br /><br />Possible outcomes<br /><br />1) If it spread beyond Kerala and affect other birds like Chick and countries importing poultry products from India ban import completely , it may affect the company for few months . ( last time it happened for 3 months) . But processed Egg powder is comparatively safe and we can't say whether their products included in such a case or not . See the below link for an opinion of company officials in a same situation few years back.<br /><br />http://in.reuters.com/article/2008/01/16/bird-flu-india-skm-exports-idINBMB00047520080116<br /><br />I think , chances are rare this time since it is affected only Ducks grown in Kerala back waters <br /><br />2) 90 % of Kerala's egg requirements are met by Tamilnadu . If there is any negative demand scenario emerges in Kerala for eggs , it will certainly bring down egg prices in Tamilnadu and help SKM to source raw material at lower rate .This is positive for company .<br /><br />Govt is taking serious actions and I hope the issue will be contained in Kuttanad area of Kerala itself<br /><br /><br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-65397787533979390472014-11-25T20:27:00.464+05:302014-11-25T20:27:00.464+05:30More than blending percentage , sourcing price is ...More than blending percentage , sourcing price is the key. Since the price is not remunerative sugar mills are not showing much interest.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-59561357329316558582014-11-25T20:22:37.376+05:302014-11-25T20:22:37.376+05:30When conviction is high focus will be there.When conviction is high focus will be there.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-11329139895257597342014-11-25T20:21:46.655+05:302014-11-25T20:21:46.655+05:30Not tracking it.
Generally I feel, worst is over f...Not tracking it.<br />Generally I feel, worst is over for shipping industry but recovery may be 'U' shaped.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-25360645558596650652014-11-25T20:20:29.435+05:302014-11-25T20:20:29.435+05:30Why you are looking in BSE for SKM ?
Read my firs...Why you are looking in BSE for SKM ?<br /><br />Read my first posting on this stock carefully at least once.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-79861038729876299712014-11-25T20:19:45.489+05:302014-11-25T20:19:45.489+05:30May be range bound due to overall mood in oil expl...May be range bound due to overall mood in oil exploration industry on account of lower crude price.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-67075266372045080442014-11-25T20:18:37.897+05:302014-11-25T20:18:37.897+05:30Have you tried at least once to get a reply from c...Have you tried at least once to get a reply from company itself ?VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-79834431869171181552014-11-25T20:18:06.028+05:302014-11-25T20:18:06.028+05:30Staying in market for long term not means buying o...Staying in market for long term not means buying one stock and sticking with it even if the tide is changing . One should review its business and its prospects periodically . VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-18830499069663318202014-11-25T20:15:40.987+05:302014-11-25T20:15:40.987+05:30Not tracking itNot tracking itVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-92000541196532663562014-11-25T20:15:28.263+05:302014-11-25T20:15:28.263+05:30I am not aware of any negatives about the company ...I am not aware of any negatives about the company . I think ,Investors had higher expectations even though its result was not too bad. Company reported 33 % jump in NP in latest quarter.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-22236910801814370782014-11-25T20:13:52.598+05:302014-11-25T20:13:52.598+05:30Not tracking itNot tracking itVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-69684113381838268222014-11-25T20:13:30.116+05:302014-11-25T20:13:30.116+05:30Snowman is in a potential sector , but market pric...Snowman is in a potential sector , but market price is not cheap. Let us wait and see how the management exploiting the available opportunities and scaling up the business. Keep an eye on it.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-32150114126463216342014-11-25T20:11:30.211+05:302014-11-25T20:11:30.211+05:30Not tracking bothNot tracking bothVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-45666590977106989982014-11-25T20:11:10.595+05:302014-11-25T20:11:10.595+05:30Suggested to Hold post resultSuggested to Hold post resultVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-61226937046618570902014-11-25T20:10:48.578+05:302014-11-25T20:10:48.578+05:30Recommended @ Rs.14 .Neutral at CMP above Rs.35Recommended @ Rs.14 .Neutral at CMP above Rs.35VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.com