Wednesday, February 11, 2015

HINDUSTAN TIN WORKS LTD / GODAVARI DRUGS LTD - RESULT UPDATES

HINDUSTAN TIN WORKS LTD - recommended @ Rs.70 , currently trading around Rs.74 . Company declared its December quarter result today . In this quarter , Company reported a top line of Rs.70  Cr ( v/s Rs.80 Cr  for same period in last year ) and a net profit of Rs.1.83 Cr ( V/s Rs.1.53 Cr) . For the nine months ended December , Company reported a turnover of Rs.244 Cr ( V/s Rs.242 Cr ) and a net profit of Rs.7.24 Cr  against Rs. 6.22 Cr .Company reported an EPS of Rs.7 in this 9 month period    v/s Rs.6  reported same period of last year. Stock is not expensive at this valuation , expecting sideways movement in near term.


GODAVARI DRUGS LTD -   Suggested to keep this stock in your radar ( through my FB page)  . Today company reported its December quarter numbers . In continuation of its robust performance in September quarter , company reported excellent numbers in December quarter too . Turnover jumped from Rs.2 Cr to Rs.18 Cr and net profit jumped from Rs.15 lakhs to Rs.1.03 Cr .For nine months, company reported an EPS of Rs.3.77 against just 20 Paise  reported for same period of last year. Those entered earlier can hold it for long term . Expecting reasonable upside even from current level .

Result Link HERE
Posted by VALUEPICK at 7:25 PM

38 comments :

  1. UnknownFebruary 11, 2015 at 9:35 PM

    Godavari drugs is my first investment after a good study.With VP sir blessing I am sure I am going in right direction.

    Thanks sir. God bless .

    ReplyDelete
  2. Salim KhanFebruary 11, 2015 at 9:46 PM

    Dear VP God bless. TRF has posted bad results however reported good profits on consolidated basis due to sale of land. Is it worth holding or should we move to SKM. Kindly advice.

    ReplyDelete
    Replies
    1. VALUEPICKFebruary 12, 2015 at 6:00 AM

      Stock may move sideways. Sector should come out of the woods for any meaningful improvement in business

      Delete
  3. skdcFebruary 11, 2015 at 9:48 PM

    Dear Vp
    Thanks for the update. Missed Godavari at 40 levels and never got chance to enter again.Hope this time I succeed and there is reasonable upside.Timing and luck along with Patience is equally important in Share market Godavari was an excellent pick.
    Thanks.

    ReplyDelete
  4. UnknownFebruary 11, 2015 at 10:13 PM

    Sir,what is ur view on Mic electronics results.

    ReplyDelete
    Replies
    1. VALUEPICKFebruary 12, 2015 at 6:01 AM

      More than past result , their initiatives to revive the company is positive.

      Delete
  5. RahulFebruary 11, 2015 at 10:59 PM

    Hi VP Sir,

    IL and FS engineer posted stellar result according to me but still want your opinion before buying.

    Also I want to let you know that in my portfolio I just have 3 stocks MM forging Cap first SKM

    thank you

    ReplyDelete
    Replies
    1. VALUEPICKFebruary 12, 2015 at 6:02 AM

      Go Ahead

      Concentrated portfolio is good if you have full conviction in the invested companies and higher risk appetite

      Delete
  6. AnonymousFebruary 11, 2015 at 11:13 PM

    Dear sir what is your facebook id

    ReplyDelete
  7. UnknownFebruary 11, 2015 at 11:37 PM

    Your view on Wochart result, is it advisable to hold it for long term investment ?

    ReplyDelete
  8. AnonymousFebruary 12, 2015 at 5:45 AM

    V.P Sir,

    Thanks a lot for suggesting Godavari Drugs.. It is a real gem.. I started investing in stock market from 2006. But I was in huge loss. Now I recovered my losses after I started visiting your blog and fb page... Thank you....

    ReplyDelete
  9. AnwarFebruary 12, 2015 at 8:20 AM

    Sir,

    What do you think about Rossell India?

    ReplyDelete
  10. vishalFebruary 12, 2015 at 9:35 AM

    sir,ur views on intrasoft technologies

    ReplyDelete
  11. PaulFebruary 12, 2015 at 9:51 AM

    Thanks for the insights. I posted this query earlier; somehow did not get published. Is Century Ply and Mastek good investments? Reasoning for Century Ply is the track record and decent results. And on Mastek, a near term value unlock due to the demerger. Please share your advise

    ReplyDelete
  12. PaulFebruary 12, 2015 at 9:56 AM

    I was also wondering if Wonderla Holidays will make a good long term pick. In your old GTS picks you mentioned about entry barriers on competitions. By the same logic, Wonderla could have a bright future. Am I correct? Moreover the valuation also seems fair at current price. Thank you in advance

    ReplyDelete
  13. Marie Winifred SchermerFebruary 12, 2015 at 9:58 AM

    Sir any idea on sudar industries... looks tempting buy at current valuations...

    ReplyDelete
  14. AnonymousFebruary 12, 2015 at 12:06 PM

    Sir, Please let me know your view on Marksan pharma or any other good midcap in pharam you like most?

    ReplyDelete
  15. ManikanthFebruary 12, 2015 at 12:08 PM

    Your views on Ashok Leyland?

    ReplyDelete
  16. AmberFebruary 12, 2015 at 12:09 PM

    Hello, I would like to know your thought on SCHNEIDER ELECTRIC INFRASTRUCTURE LTD??

    ReplyDelete
    Replies
    1. VALUEPICKFebruary 13, 2015 at 5:37 AM

      Already recommended one. Good for long term investors with enough patience

      Delete
  17. AnonymousFebruary 12, 2015 at 3:58 PM

    Sir I have 2000 shares of hindtin. What do u mean by sideways. Can we still hold or book partial loss. Pls advice

    ReplyDelete
  18. Anil Kumar ChoudhuryFebruary 12, 2015 at 5:03 PM

    What is your view on Deepak Fertilizers and Petrochemicals. After having bad result after stoping the gas supply by Govt.

    ReplyDelete
  19. UnknownFebruary 12, 2015 at 6:35 PM

    Sir,
    I put in my comments several times. But the same is not visible. Repsoting
    What is ur view on Rapicut post disappointing results?
    Hope my comment is approved n visible.
    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKFebruary 13, 2015 at 5:42 AM

      We should analyse the company result based on ground realities . Rapicut and many other companies struggling due to bad business environment in their user industries. If one can patience to wait till the revival of such sectors , one should remain invested . Fixing a time frame for that is not practical.The alarm bell will ring only if the entire industry is recovering and a particular company in that industry is not improving. This is the situation of all businesses related with cyclical industries.

      Delete
  20. AnonymousFebruary 12, 2015 at 7:15 PM

    DEAR VP SIR,
    PLEASE SUGGEST FOR ALPHAGEO AT CURRENT PRICE.SHOULD I HOLD OR SELL.
    TKS

    ReplyDelete
  21. UnknownFebruary 12, 2015 at 8:44 PM

    Hi VP Sir,

    Cane you please express your view on JSW energy(one of ur recommendation) and monnet ispat.
    Do you feel restructuring of coal allocation will have any benefits to this companies.
    Hope this gets displayed.

    ReplyDelete
  22. manish sehgalFebruary 12, 2015 at 9:44 PM

    Sir what is ur opinion about Rajoo Engineers

    ReplyDelete
  23. VDFebruary 13, 2015 at 8:31 AM

    sir, godavari drugs despite of posting such an excellent results is on lower circuit with huge sellers in que..any reason fr such a fall??

    ReplyDelete
  24. UnknownFebruary 23, 2015 at 9:49 AM

    Sir I have 1000 shares of hindtin. u recommended on 70 currently stock on 65 What i do sir ? Can we still hold or book partial loss.? Pls advice

    ReplyDelete
  25. AravindSeptember 7, 2015 at 1:20 PM

    Exit Hindustan Tin Works? or stay

    ReplyDelete
    Replies
    1. VALUEPICKSeptember 7, 2015 at 3:51 PM

      Already suggested three months back

      http://value-picks.blogspot.in/2015/05/result-updates.html

      Delete
  26. UnknownNovember 9, 2015 at 12:13 PM

    holding godavari drugs sir,.. i want to add more in correction its advisable?

    ReplyDelete

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