Sunday, November 9, 2014

CAPITAL FIRST LTD - RESULT UPDATE

CAPITAL FIRST LTD  - recommended four months  back @ Rs.204  and the same is currently trading around Rs.350..For the September quarter company reported good numbers both on standalone and consolidated basis as follows :



                                                            STANDALONE RESULT

  

                                            
                                                         CONSOLIDATED RESULT


 

 Still Recommending to HOLD 

 Recommendation Link HERE
Posted by VALUEPICK at 5:00 AM

79 comments :

  1. Sameer AnandNovember 9, 2014 at 8:25 AM

    Dear VP Sir,

    Is Simmonds Marshall Ld a good value bet from fasteners segment in auto Ancillaries sector? It came out with excellent quarterly results on Friday.

    ReplyDelete
  2. ShyamNovember 9, 2014 at 8:26 AM

    Dear sir Pls share your views on Escort Ltd after its result

    ReplyDelete
  3. AnonymousNovember 9, 2014 at 9:28 AM

    Thank u sir.. Kindly also comment on results of ur other recommendation.. Paper Products.

    ReplyDelete
  4. FortuneNovember 9, 2014 at 9:41 AM

    Hello Sir, is price to equity ratio(pe) an important yardstick to consider before buying a stock, if yes then why and if no then what is the reason and in what scenario can this ratio be ignored. Appreciate your response this query. Thank you.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 5:42 AM

      Stock price will always move depends on future earnings.In that sense P/E based on past data is not an important point . If you can accurately predict forward P/E , that is fine.

      Delete
  5. AnonymousNovember 9, 2014 at 10:18 AM

    Thanks for the update sir. Can you shed some light on NIIT ltd? I did not find this in any of your comments.

    ReplyDelete
  6. UnknownNovember 9, 2014 at 10:43 AM

    Dear Sir,

    Thank you for the update. In the Standalone result table, what is mean by "LP"?

    Thank you

    ReplyDelete
  7. AnonymousNovember 9, 2014 at 11:10 AM

    Sir,

    Writing third time, your views on Umang Dairies limited. Co. posted good results increase in topline as well as bottom line. Going forward raw material cost across the sector is going down which should benefit the Co. in future.

    Pl. Let me know u r view sector as a whole also.

    Hope you will publish it...

    ReplyDelete
  8. AnonymousNovember 9, 2014 at 12:19 PM

    Dear Sir,
    Please share ur views on meghmani organics.

    ReplyDelete
  9. UnknownNovember 9, 2014 at 12:46 PM

    Sir, I want to invest in Camson Biotech and need your help/advice whether to enter at 160 level or wait and company future.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 5:46 AM

      There was lot of allegations about company's accounting practices in the past and hence I am not tracking it . Not sure whether they improved standards after the entry of ' Bio Harvest Pte Ltd' as a share holder.

      Delete
  10. GirishNovember 9, 2014 at 12:52 PM

    Thank you VP Sir for the recommendation of Capital First. Company is really doing good and many analyst are recommending this stock as multibagger. Finance companies and Private Banks seems to be giving very good returns in the current bull run. Thanks.

    ReplyDelete
  11. vikasgoelNovember 9, 2014 at 1:45 PM

    Sir plz suggest about your earlier recommendation of nath bio genes and aksh optifibre

    ReplyDelete
  12. RajNovember 9, 2014 at 4:27 PM

    Hello Sir,

    I want to buy one company from the housing sector.
    I have confused between GRUH,REPCO and DEWAN.
    Can You lease advise which one to buy based on their performance

    Also I would like to know if Capital first is into housing sector busines or not.

    Please Please reply

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 5:49 AM

      Already recommended Canfin and DHFL from this space at much lower rate.

      Capital First is planning to enter in this space and already received license for that.

      Delete
  13. Rajan PNovember 9, 2014 at 4:31 PM

    Sir,

    I have seen many interviews of Suzlon Management regarding their debt reduction etc.
    Also they want to turn profitable b 2014-15.
    Sir as you had recommended suzlon on past occassions and i have read many of your comments on suzlon and I found that U r very much optimistic on it.I hope our anaylsis will come right and suzlon will bounce back.

    Sir Given that its trading at 14.60 can we buy this wind player for long term.I know its risky but want to take your advice....Please d reply

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 5:50 AM

      Watch out for the success of offering of SENVION and take a final call.

      Delete
  14. Gaurav ANovember 9, 2014 at 4:32 PM

    Hi VP sir

    Great recommendation and pick..

    Regards
    Gaurav

    ReplyDelete
  15. UnknownNovember 9, 2014 at 5:54 PM

    Thank You VP for the update on Capitol First Result. Great result. Hoping for the great days ahead.
    Kind Regards,
    Chandrashekara Bhat

    ReplyDelete
  16. MightyTechyNovember 9, 2014 at 6:10 PM

    Hi VP.. why dont you post similar result updates for HIND TIN WORKS.. do you only update results of stock that post good results and return? Are you shying away from loss making ones

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 5:59 AM

      You will not raise this question If you read last three postings at least. Nilkamal posted muted growth which updated there and Hind Tin posted 33 % growth in net profit which commented many times but not posted separately. If good result is the only benchmark I should post Hind Tin and not Nilkamal.

      From the responses of my readers through comments , I can understand how many people still holding the shares of each companies recommended in the past ( approximately) . If I feel the number is large there will be separate posting and if not there will be replies if someone asked about result.

      Please let me know, which company posted losses ( as claimed by you in your above message) from my recent recommendation in this September quarter ?

      Delete
    2. khimjiNovember 11, 2014 at 7:54 AM

      Sir,
      These people are bullshit.Why you are allowing such peoples post to be published ????????

      Delete
  17. RahulNovember 9, 2014 at 6:45 PM

    Does SIKA INTERPLANT , astra micro nelco and walchandnagar has the potential to become a multibagger from current levels ??

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 6:00 AM

      SIKA and Astra Microwave already recommended @ much lower rate.Not tracking the rest.

      Delete
  18. AnonymousNovember 9, 2014 at 6:45 PM

    hello.sir, what are your views about avanti results?? is it still worth holding it?

    ReplyDelete
  19. GirishNovember 9, 2014 at 7:25 PM

    Sir,

    Can you please share your views on RSS software?

    Thanks

    ReplyDelete
  20. UnknownNovember 9, 2014 at 10:59 PM

    Kindly give me your view on Bodal chemical, Is it a sector where we can find a multifold return. sir wats your View on Hind tin work. thank you sir

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 6:02 AM

      Commodity type businesses are always cyclical.It is learned that product price of Bodal is coming down in past few months and hence not interested in it at present.

      Delete
    2. UnknownNovember 10, 2014 at 11:38 AM

      SIR
      YOUR VIEW ON GAYATRI PROJECTS?

      Delete
    3. VALUEPICKNovember 10, 2014 at 7:14 PM

      Not tracking Gayatri Projects.

      Delete
  21. KuntalNovember 9, 2014 at 11:43 PM

    Hi value pick,

    Please tell your views on the below portfolio?

    1.Sunil Hi tech 2500 quantity @ 144

    2.Mindteck India 5500 quantity @ 80

    3.Gulshan Polyols 1160 quantity @236.

    Please advise on their future potential.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 10, 2014 at 7:19 PM

      Sunil Hitech is the only stock I am strictly tracking and already recommended the same @ Rs.76 . At CMP of Rs.185 . Low risk takers may sell 50 % and hold the remaining as cost free.

      Delete
  22. UnknownNovember 10, 2014 at 8:10 AM

    Hello Sir,

    Please share your thoughts on Maxwell Industries and Arvind Remedies.

    Thanks Sir,
    Arpit

    ReplyDelete
  23. venkatNovember 10, 2014 at 12:14 PM

    Sir does puravankara have any negative news? why it is not coming up, iam holding 300 shares in a average 92 rs. any chance to come up immediately. plz let me know sir.

    ReplyDelete
  24. PrashantNovember 10, 2014 at 12:38 PM

    Dear VPji,
    thanks for finding out such a GEM and patiently replying queries of the readers .

    Thanks & Regards,
    Prashant

    ReplyDelete
  25. AnonymousNovember 10, 2014 at 1:01 PM

    Dear Value pick,

    what is your view on selan after the results and also looking at current situation of low crude prices. do you still hold a positive view over the long term.

    also sir if you track Ester Industries in a similar sector of Mold-Tek Packaging

    Regards
    Justin

    ReplyDelete
  26. Naresh AnthamNovember 10, 2014 at 2:43 PM

    Dear VP,

    Can you please post your views on Pochiraju Industries if you are tracking it.

    Thank you,
    Naresh.

    ReplyDelete
  27. AnonymousNovember 10, 2014 at 3:06 PM

    Sir

    Can we enter in SKM at current rate ?

    Rahim

    ReplyDelete
  28. AnonymousNovember 10, 2014 at 5:37 PM

    sir your views on lumax auto technologies as results are due on 13 nov so is right time to invest in it or not pls your views on it?

    ReplyDelete
  29. shaileshNovember 10, 2014 at 7:25 PM

    V P Sir ,

    Could you pl give your views post results of Jain Irrigation & Motherson Sumi announced today. It looks like Agro business of Jain Irri will take some more time before it takes off.

    Thanks
    Shailesh

    ReplyDelete
  30. VALUEPICKNovember 10, 2014 at 7:29 PM

    On a most conservative basis , I expect company will report at least Rs.7 EPS in this year v/s Rs.2.58 of last year . A market leading company like this with good management and working with a clear vision to become debt free company and double the business in next few years should get a P/E between 20-25 ( on one year forward EPS) in current market scenario.

    This is my opinion and the rest depends on your conviction and patience.

    ReplyDelete
  31. aksNovember 10, 2014 at 8:23 PM

    Dear VP sir .. I am a huge fan of ur blog. I love the way you are nurturing amateur investors and helping them them understand how to survive and bolster urself slowly in the market.. Hats off !!!
    May God bless you.

    ReplyDelete
  32. GaneshNovember 10, 2014 at 8:31 PM

    Dear Mr.VP

    Thank you for your update on SKM egg products. with the managements commitment let the business will improve with top line results.

    best regards

    ReplyDelete
  33. prasadNovember 10, 2014 at 8:54 PM

    Sir, Your views on Alphageo results plz.

    ReplyDelete
    Replies
    1. VALUEPICKNovember 11, 2014 at 5:39 AM

      Result is in line with expectation , that is why I suggested to take out profit

      http://value-picks.blogspot.in/2014/10/alphageo-india-update.html

      Delete
  34. UnknownNovember 10, 2014 at 9:58 PM

    Any views on shriram needles sir ??

    ReplyDelete
  35. Kaushal DodiaNovember 10, 2014 at 11:03 PM

    Dear Respected Sir,
    I have been tracking IPCA Laboratories from a while now. Currently this share is trading at 52 week low. I think its good opportunity to buy at this level even considering the news of FDA floating around. Want your views and opinion about this stock :)

    ReplyDelete
    Replies
    1. VALUEPICKNovember 11, 2014 at 5:41 AM

      I think , the promoters of IPCA is capable to resolve the issues , but generally it may take 1-1.5 years. Those with patience to hold for long term can enter in an SIP basis,

      Delete
  36. AnonymousNovember 11, 2014 at 4:59 AM

    Sir,
    Your result review on IFGL please.
    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKNovember 11, 2014 at 5:45 AM

      Considering the ground reality existing in the industries IFGL is serving , it is an OK result.

      Let us hope the industry sentiments will improve going forward.

      This stock recommended @ Rs.49 and currently trading above Rs.170. Earlier suggested to book part profit and hold remaining as cost free.

      Delete
  37. yogeshdiyoraNovember 11, 2014 at 7:55 AM

    Sir, can u focused ur view about country club

    ReplyDelete
    Replies
    1. VALUEPICKNovember 12, 2014 at 7:37 PM

      Not strictly tracking it .Feedback from members is not very good about their service

      Delete
  38. SGROUPNovember 11, 2014 at 9:42 AM

    Dear sir
    what is your view on srei infra results
    Regards

    ReplyDelete
  39. UnknownNovember 11, 2014 at 11:31 AM

    Mr. MightyTechy
    you need only profit na thats why u asked like that question..... vp sir is only recommending good growing stocks...this blog is genuine i am also holding vp sir recommended stocks...if you not believe away from this blog...

    ReplyDelete
  40. AnonymousNovember 11, 2014 at 1:51 PM

    Dear sir
    What is your view on wabag after results

    ReplyDelete
  41. Sourabh SoniNovember 11, 2014 at 3:03 PM

    Sir you mentioned many time that you are skeptical about results of Shilpi cable.. Could you please let me know the reason for your doubt? is it something to do with less payment of Income tax proportionate to profit??

    ReplyDelete
  42. sathishNovember 11, 2014 at 6:08 PM

    Dear sir,

    Your views about dion global results...

    ReplyDelete
    Replies
    1. VALUEPICKNovember 12, 2014 at 7:39 PM

      Investors with enough patience can hold for long term

      Delete
  43. UnknownNovember 11, 2014 at 6:39 PM

    Sir, What is you opinion on HIL ltd ? Company has shown a remarkable turnaround and is highly undervalued compared to its peers.

    ReplyDelete
  44. Raghav KumarNovember 11, 2014 at 6:51 PM

    Dear if you are traking Pochi Raju, kindly show some light on this stock.Thank you . Raghav

    ReplyDelete
  45. ysrNovember 12, 2014 at 10:42 AM

    is new rbi guidelines on nbfc will affect capf profitability?

    ReplyDelete
  46. Salim KhanNovember 12, 2014 at 1:05 PM

    Is Prima plastics and time technoplast worth buying for multibagger returns

    ReplyDelete
  47. UnknownNovember 13, 2014 at 5:23 AM

    Sir
    plz Update ur view on EON

    ReplyDelete
  48. UnknownNovember 13, 2014 at 1:28 PM

    dear vp sir
    pls share ur facebook id

    ReplyDelete

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