Polyplex Corporation recommended @ Rs.216 currently trading around Rs.210 . For the December quarter , On a consolidated basis company reported a Sales of Rs.775 Cr which is lower than Rs.815 Cr of same period last year . On an EBIT level company reported profit v/s loss .Before exceptional item , company reported a profit of Rs.1.5 Cr against a loss of Rs.73 Cr . During this quarter, an amount of Rs.35 Cr accounted as one time exceptional loss and hence its bottom line ended in red.
Due to uneven recovery in world economies ( especially below expected recovery in the economies of European countries ) , product price of company not increased as expected .Company's debt burden may come down on successful divestment of one unit which is expected to complete in near future .( Company paid an interest of Rs.42 Cr for the 9 month period) . Considering all these factors , I feel , improvement in the performance of company is possible in future but it may take bit longer time than expected earlier . Investors with enough patience may Hold and others may shift if you find a better opportunity.
Due to uneven recovery in world economies ( especially below expected recovery in the economies of European countries ) , product price of company not increased as expected .Company's debt burden may come down on successful divestment of one unit which is expected to complete in near future .( Company paid an interest of Rs.42 Cr for the 9 month period) . Considering all these factors , I feel , improvement in the performance of company is possible in future but it may take bit longer time than expected earlier . Investors with enough patience may Hold and others may shift if you find a better opportunity.
Sir your views on result of cravatex?
ReplyDeleteResult was below expectation
DeletePlease share your views on kopran result as well
ReplyDeleteBad Result
DeleteDear Sir,
ReplyDeleteSir your view on sazler results for long term.
Not bad not too good . I hope it will improve once the sector revive.
DeleteHi VP
ReplyDeleteWhat's ur view on Orchid after result.I think tax & exceptional item loss is bad. Please advise.
Yes , Major reason is exceptional item
DeleteHi
ReplyDeleteI firmly believe that there is a tremendous increase in the number of people who follow your blog and majority appear looking at quickie(s). Chasing the stock once it is flashed, tending to squeeze out something from circuits and waiting a week for the next call. If my presumption is correct, you wouldn't be happy with it, would you? I personally feel that you have a mastery over the subject and your uncanny ability to foresee 'tidal currents' of the stock market, is beyond my doubt. Will you please consider presenting a bouquet of stocks that blossom over a period of time, from the array of sectors that would carry the waves of this bull-market marathon. This may appear as an elusive concept, nonetheless, your blog will remain as a great favorite of mine.
prabhanjana rao gonuguntla
It is not an easy task especially considering an important fact. The risk level of each investors reading this blog may be different . A set of stock which is suitable for a conservative investor may not suitable for a medium risk taker , similarly stock suitable for average risk takers may not suitable for an aggressive investor and vice versa . So I am not sure about the success of giving a portfolio to different investors with different risk appetite . It may fit for one group and at the same time may not suitable for other group . I think , investor itself is the right judge to decide which is suitable to each . Thats why I am providing the positive and negative details and expressing my opinion and suggesting to choose by yourself according to your own risk appetite . Otherwise I should give different portfolio's suitable for different class of investors . Let us consider this when time permits.
DeleteDear sir
ReplyDeleteYour opinion on the results of multibase India
Regards
Ramesh
Not bad.
DeleteResults Update of Dion Global & Kopran. And future Outlook Pls.
ReplyDeleteYour Comments for a company SANGHI INDUSTRIES.
Sir, do you think we should exit kopran based on their poor results or do you believe there is potential if we look long term
ReplyDeleteSimran farms published outstanding result after a long time ... Is it a time of turn around ? Have to think to re- enter or add more ?
ReplyDeleteShaheer.MK
Thrissur
sir any idea on AKZO NOBEL the co has come out with 85 percent increase in bottom line with 5 percent increase in top line managment in their presentation is quiet bullish besides they have mentioned that fall in crude prices is beneficial .this comment is mentioned in their latest quarterly working. want your expeert opinion pl note paint industry p e is 60 while this co is available at 35 p.e
ReplyDeleteAkzo Nobel is a good company suitable for long term passive investors
DeleteYour view on Jbm auto
ReplyDeleteShort to medium term