NILKAMAL LTD - recommended @ Rs.288 about 6 months back. Business of India's largest plastic furniture maker and market leader in moulded furniture category is not growing as expected ,hence recommending to book profit at current level of Rs.375. Re-entry can be considered if it correct 30-35 % from current level.
Trying agian.... Your view on cybertech and FSL??
ReplyDeleteAlready mentioned Cybertech is in watch list , not tracking FSL
DeleteDear Sir,
ReplyDeleteGood Morning,
Please share ur views on shakti pumps. As per BSE website Promoter have increased holding from nearly 44 - 47 %. FII and DII also coming in. Sales in solar power pumps are very good n Rajasthan and Chattisgarh.
Please share your expert view.
Thanking you for your kind support and help to small investors.
Shakti Pumps recommended @ Rs.58 is currently trading around Rs.220 .Neutral at CMP
DeleteSir,
ReplyDeleteWhat is your opinion on Hindustan Tin Works results
Thanks
Already commented about it in last two days
DeleteVery sad to see a potential company, not growing...only if their marketing strategies were robust enough. Selling it at your post, hope to see this company bouncing back...
ReplyDeleteThank you VP sir for helping us take unbiased decisions...
Increasing competition even from unorganised sector is giving tough competition to each players in this segment.
DeleteThank you sir ... Thanks for the update and your great work . I had exited Nilkamal and added more Mold-Tek Pack recently .
ReplyDeleteSharing the Economic Times news about Granules : http://goo.gl/SHrT7Y
(Top five lesser known companies poised to ride the big bull run on Dalal Street )
On Nilkamal - agreed the growth didn't trend in past 2 quarters as per what improvement one saw in Mar'14 numbers. However, with raw materials pricing easing out, should one expect the improvement in margins going forward?
ReplyDeleteMargin may increase but not sure about Sales.Number of players are increasing day by day
DeleteSaksoft seems to have stagnated in business. They can grow only thru acqusitions. Is it worth holding. You have given a sell call but advised risk takers to hold if they can.
ReplyDeleteSuggested profit booking @ Rs.175
Deletehttp://value-picks.blogspot.in/2014/10/saksoft-ltd-update.html
Dear Sir, What your take on Gokul Refoil and Alstom India? Your vast insight experience shall help me to allocate my funds accordingly.
ReplyDeleteI thank you from core of my heart for the profit you made me in Mold tech, Hindustan tin and SKM.
Not tracking Gokul Refoil
DeleteAlstom India is good one for long term
Hello VP Sir,
ReplyDeleteIs it worth investing in Arrow Coated at current CMP?
Stock recommended @ Rs.12 and current price is Rs.300
DeleteThis is the difference in worth happened so far , rest depends on your risk appetite
Dear Sir,
ReplyDeleteWith due respect i would like to know that on one hand you consider buying opportunity if correct by 30-35% and on other hand you believe business is not growing as expected. i just want to know your thinking behind such contradictory statement.
Fall in share price and Correction in share price is entirely different and it depends on the reasons.
DeleteWhat do you think of 'Waterbase' at these levels and given that the result are on the coming 10th?
ReplyDeleteRegards
amit
Not tracking it
Deletesir your view on Blue Chip Tex Industries Ltd. & Kwality Ltd - both stock have good growth on profit and sales sir pls put some light..
ReplyDeleteNot tracking both
DeleteHello Sir,
ReplyDeleteLooks like 'Panacea Biotec' is not moving at all from past few months. Request you to kindly let me know the future of this share
Thanks,
Prasanna
Stock may perform once debt restructuring and fund infusion completes.
DeleteSir your comments on paushak results
ReplyDeletePaushak recommended @ Rs.74 is trading currently around Rs.330 . One may take at least part profit from it.
DeleteHi VP Sir,
ReplyDeleteThere is a buzz that Indian Government is planning to make Airbags mandatory for all cars from Oct 2015. In that case, I believe its orders inflow will start flowing in from early 2015 so that the cars coming into market in late 2015 will have the airbags built-in. I believe this is good positive development and in next 1-2 years Multibase could become a multibagger?
Regards,
Ramesh
Possibility is there . This may change company's future.
DeleteYour views on Tokyo Plast International?
ReplyDeleteAlready gained 200 % from recommended level.
Delete