This Hyderabad based Satellite and Telecom equipment manufacturer reported good performance for the latest December quarter. Its posted a turnover of Rs.12 Cr v/s Rs.3 Cr and a net profit of Rs.3 Cr v/s Rs.1 Cr .AVANTEL's products are used in Telecommunication,Defense and Aeronautics sectors.In recent past company was in news on its supply of P-8I Mobile Satellite Service System to Boeing . Successful execution of this prestigious order is expected to bring more business for this niche company in future.Recently company concluded a share buy back program at a maximum price of Rs.70/-.It is expected to re rate based on the good performance .Long term prospects depends on its ability to secure more orders going forward .Current market price is Rs.62.50/-
Dear sir,
ReplyDeleteDo you have enough faith in their management.
should we keep it in our watch list or is it a buy recommendation.
This is only for very short term and not at higher price.
ReplyDeleteDear VP,
ReplyDeleteI wanted to bring your attention into 2 sectors of higher consumer dependencies.
1. Alcohol & Distilleries - (a. Empee Distilleries, Globus Spirits )
2. Ceramics & Bathroom Fittings (Cera, HSIL)
Please have your comments on these 2 sectors & stocks
Thanks
NR
DEAR VALUE
ReplyDeleteWHAT IS WRONG WITH POCHIRAJU? I SAW COMPANY PE, PRICE/BV, DEBT/EQUITY, CAGR ALL ARE GOOD. IS IT A LONG TERM BUY?
PATIDAR
Dear Value-pick,
ReplyDeleteWhat is your opinion on Vijay Shanti Builder and Puneet Resin at CMP?
Ashish Patel
Dear Value pick,
ReplyDeleteWhat is your view on Vijay Shanti Builder and Puneet Resin at CMP?
Ashish Patel
hello sir,
ReplyDeletewhat is your view on Jain irrigation DVR share and GUj NRE Coke DVR share.
for long term perspective which one is better.
Jain irrigation is in very good sector and GUJ NRE is a contant dividend yeilder.
Which one do you suggest.
Dear NR
ReplyDeletePrefer the first one
Dear PATIDAR
ReplyDeleteSkeptical about the management of Pochiraju and thir claims.
Dear Ashish Patel
ReplyDeleteVijay shanti builders is an already recommended scrip , please do a search
Prefer Jain Irrigation over Guj NRE
ReplyDeleteHI Valueji,
ReplyDeletePlease check if A.K.Capital is a good buy at CMP?. Fundamentally looks good but would u suggest buying it at CMP with three years view?
regards
Hi
ReplyDeleteWould you recommend any of these tech stocks ( other recommendations also welcome), because most of these are growing at reasonable rate and are very cheap based on P/E
Glodyne Technoserve
Hexaware
Zylog Systems
Polaris Fin Services
Infinite Computer Systems
Geodesic
-Gaurav