tag:blogger.com,1999:blog-4508227071348714274.post4943533137573582630..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: SUNSHIELD CHEMICALS - UPDATEVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-4508227071348714274.post-45200096145147684812014-11-17T17:24:17.820+05:302014-11-17T17:24:17.820+05:30Dear Valuepick,
Would like to hear your views aga...Dear Valuepick,<br /><br />Would like to hear your views again on Bilcare on back of not so good results and when one can expect a turnaround in this company.Also would like to understand if you had any meeting with the management?Anonymoushttps://www.blogger.com/profile/12668668079316217561noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-22235827615940348232014-11-16T20:40:22.426+05:302014-11-16T20:40:22.426+05:30HEG and kirloskar oil engines need the attention o...HEG and kirloskar oil engines need the attention of investors. sooner or later this will happenprashanth.karnad@gmail.comhttps://www.blogger.com/profile/05007867409987077252noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-45538791784757794482014-11-15T08:42:09.958+05:302014-11-15T08:42:09.958+05:30Size of operations ( number of countries) is more ...Size of operations ( number of countries) is more scattered in case of Polyplex and the recovery is happening in different pockets in different pace.This may be the major the reason for differed kind performance of these companies . Though the result was bit below my expectation , I don't think one need to panic. Situation is expecting to improve going forward once growth pick up and on the other side the fall in crude price is extremely positive in case of raw material cost and the same may start to reflect in company's performance in another few quarters.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-1329496791082935202014-11-15T08:30:58.830+05:302014-11-15T08:30:58.830+05:30Too early to comment whether the same will end in ...Too early to comment whether the same will end in open offer for Multibase India or not .Any way I am not expecting anything on negative side.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-79113833916758829542014-11-15T08:29:47.877+05:302014-11-15T08:29:47.877+05:30Not tracking this company
Since it is in a commod...Not tracking this company<br /><br />Since it is in a commodity type business , one should learn the cyclical trends of its product price before getting into it.<br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-41160445728706024892014-11-15T08:25:26.136+05:302014-11-15T08:25:26.136+05:30Company sold major portion of business in last yea...Company sold major portion of business in last yearVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-82751721069854728622014-11-15T08:24:56.769+05:302014-11-15T08:24:56.769+05:30I think , with early signs of revival in infrast...I think , with early signs of revival in infrastructure sector , one should Hold it. VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-56970061077298448832014-11-15T08:23:38.705+05:302014-11-15T08:23:38.705+05:30Very GoodVery GoodVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-73769996030143517392014-11-15T08:23:22.799+05:302014-11-15T08:23:22.799+05:30It many happen in next few months.
It is heard th...It many happen in next few months.<br /><br />It is heard that the same is favorable for companies to be de-listed than the existing rules. Let us wait and see.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-48026706390570300202014-11-15T08:16:54.587+05:302014-11-15T08:16:54.587+05:30No change in previous view.No change in previous view.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-87079955653394626442014-11-15T08:16:34.022+05:302014-11-15T08:16:34.022+05:30Zicom already recommended @ Rs.38
http://value-pi...Zicom already recommended @ Rs.38<br /><br />http://value-picks.blogspot.in/2011/10/zicom-electronic-security-systems-ltd.htmlVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-71730818727466942312014-11-15T08:15:11.020+05:302014-11-15T08:15:11.020+05:30Sorry I can't support your opinion .Kirloskar ...Sorry I can't support your opinion .Kirloskar oil gained almost 100 % and Liberty Gained 200 % in last one year . From which legally permitted investment avenue we will get such a return ?VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-65525322714679931192014-11-15T08:11:32.913+05:302014-11-15T08:11:32.913+05:30Dear Ashiq
Orchid chemicals just implemented CDR ...Dear Ashiq<br /><br />Orchid chemicals just implemented CDR and in the process of revamping operations.In any potential turnaround cases , it will not happen in short time period but may take few years. Investors in such companies will benefit immensely once it happens but it need some patience to hold for long term without thinking about short term pains.<br /><br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-88384863560738582592014-11-15T08:07:21.444+05:302014-11-15T08:07:21.444+05:30Dear Irfan
While looking into any result , we sho...Dear Irfan<br /><br />While looking into any result , we should realise the ground realities existing in the sector in which a company is operating . Many sectors are just showing early signs of recovery and let us hope the same will improve in future .HEG earlier recommended @ Rs.218 is currently trading around Rs.275 . If you are ready to show patience , I think it is one good stock from this sector with global presence.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-22750083166189662292014-11-15T07:59:57.423+05:302014-11-15T07:59:57.423+05:30Already answered same question Yesterday below pre...Already answered same question Yesterday below previous posting. To avoid repeating same Q ,Please check whether it answered recently. :)VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-3514385524820080792014-11-15T07:58:18.499+05:302014-11-15T07:58:18.499+05:30Sorry , not tracking any of the mentioned companie...Sorry , not tracking any of the mentioned companies and hence not in a position to comment about them.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-89610594849719538082014-11-15T06:39:06.374+05:302014-11-15T06:39:06.374+05:30Dear VP whats ur view on results of polyplex? the ...Dear VP whats ur view on results of polyplex? the results seems utterly discouraging in comparison to packaging companies like uflex and jindal polyRavinoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-38554797791604653592014-11-14T23:25:10.421+05:302014-11-14T23:25:10.421+05:30Sir, Dow Says Corning Wants to Exit 71-Year-Old Ve...Sir, Dow Says Corning Wants to Exit 71-Year-Old Venture (news below), is it anyway going to benefit/affect Multibase shareholders ?<br /><br />http://www.bloomberg.com/news/2014-11-13/dow-says-corning-wants-to-exit-71-year-old-venture.htmlAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-91278402157920890572014-11-14T23:10:34.514+05:302014-11-14T23:10:34.514+05:30Hi VP
As expected, Gulshan Polyols declares it...Hi VP<br /><br />As expected, Gulshan Polyols declares it's maiden interim dividend of 35% !!!! Top line crosses 100 crores land mark !!!! Top line has gone up both q-o-q and y-o-y by a healthy 25% and 30% respectively. Company provides substantially higher depreciation and increase taxation. Bottom-line is almost flat because of these reasons. However, cost of materials has gone up atleast by 6% q-o-q which is a matter of further investigation. One plausible reason could be old cost of raw-material of corn because of inventory being carried over. It's recommended that we ask this pointed question with the Management. All capex programmes are complete and there is no work in progress. Company carries healthy cash chest of around 45 crores !!! However, best part is healthy interim dividend which indicates confidence of the Management regarding substantially improved working in the second half of FY14-15 !!!!! I feel still more corporate actions may follow in the next six to nine months. Please if you could track and share your inputs?<br />Kuntalhttps://www.blogger.com/profile/08364220643429568416noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-17998474760640889812014-11-14T22:41:13.212+05:302014-11-14T22:41:13.212+05:30Dear Vp
What is your view on Nectar LifescienceDear Vp<br /><br />What is your view on Nectar Lifescienceopenbysourcehttps://www.blogger.com/profile/14955071614761050648noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-81912024589885725872014-11-14T22:20:15.866+05:302014-11-14T22:20:15.866+05:30Sir are you tracking Elder Pharma ?
Is their any ...Sir are you tracking Elder Pharma ?<br /><br />Is their any serious damage with its fundamentals ?<br /><br />High book value and the share has corrected drastically trading near 52 week low...<br />Anonymoushttps://www.blogger.com/profile/04502062345725521448noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-16005698574688275092014-11-14T20:16:13.000+05:302014-11-14T20:16:13.000+05:30Hi VP,
Sunil Hi tech has posted exceptional resul...Hi VP,<br /><br />Sunil Hi tech has posted exceptional results compared on yoy figures in spite of lean season due to monsoon and economic downturn. The debt has also decreased. Please share your view and details about the results and future potential? Kuntalhttps://www.blogger.com/profile/08364220643429568416noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-21263418673526221262014-11-14T20:08:32.392+05:302014-11-14T20:08:32.392+05:30Sir, what is your view on the result of aimco pest...Sir, what is your view on the result of aimco pesticides?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-63913882296761514412014-11-14T19:56:13.707+05:302014-11-14T19:56:13.707+05:30HI VP Sir,
When will the new delisting norm by se...HI VP Sir,<br /><br />When will the new delisting norm by sebi be published.<br />Whats your view on the same, will it be investor friendly ?<br />Anonymoushttps://www.blogger.com/profile/07437320795150621111noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-41692709846272142382014-11-14T19:36:59.508+05:302014-11-14T19:36:59.508+05:30Sir Would appreciate yours views on Multibase indi...Sir Would appreciate yours views on Multibase india and Aksh optifibreRVS Kiranhttps://www.blogger.com/profile/14981366280743784132noreply@blogger.com