tag:blogger.com,1999:blog-4508227071348714274.post910846196729136353..comments2024-03-13T17:00:37.974+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: KAVERI SEED COMPANY / ADVANTA INDIA - RESULT UPDATESVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger25125tag:blogger.com,1999:blog-4508227071348714274.post-32265809682139178892011-08-15T16:44:10.841+05:302011-08-15T16:44:10.841+05:30Dear Kirish
I think you are mistaken on two point...Dear Kirish<br /><br />I think you are mistaken on two points.First of all ,Laffan's June qtr result is not good as you mentioned .It seems good only because of some tax adjustments.Secondly ,this company is not taken over by Hunstman Petrochem , but only its chemicals manufacturing assets sold to that company. No use for existing share holders on change in management of this assets.I don't think the promoters are investor friendly.Now thay are saying that the amount will be invested for manufacturing fatty amine project.Only time will tell whether it will happen or not. I am neutral on this one - may move up due to reasons other than fundamentals like operator activity.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-39928792126941795032011-08-15T16:34:28.252+05:302011-08-15T16:34:28.252+05:30Dear Ravi
Manjushree is good , Raw material price...Dear Ravi<br /><br />Manjushree is good , Raw material price depends on crude price , so keep a tab on this pointVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-67578890919095183042011-08-15T16:17:07.202+05:302011-08-15T16:17:07.202+05:30Fluidomat almost doubled after recommendation in N...Fluidomat almost doubled after recommendation in November 2010. Now there may be some negative trend expected in capital goods industry .Hold - if you have only a long term view.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-46765975495169131172011-08-15T16:11:27.982+05:302011-08-15T16:11:27.982+05:30Wait for the time being for ADF . Let some clarity...Wait for the time being for ADF . Let some clarity emerge on share transfer between promoter family members.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-13754831816029923342011-08-14T20:56:03.497+05:302011-08-14T20:56:03.497+05:30Hi Value pick,
What is ur take on Manjushree tech...Hi Value pick,<br /><br />What is ur take on Manjushree technopack..?? Result appears to be very good, do you see multibagger in this scrip? Please addvise.<br /><br />Thanks and Regards,<br />RaviRavi gowdahttps://www.blogger.com/profile/01518577389819322370noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-13598583131024739072011-08-14T20:44:07.194+05:302011-08-14T20:44:07.194+05:30Dear VP,
Could you throw some light on Laffans Pet...Dear VP,<br />Could you throw some light on Laffans Petrochemicals Ltd. This company has good financial results for June Quarter and also Hunstman Petrochem form US has acquired it recently in April.<br />Regards<br />GirishAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-39260812118929910462011-08-14T19:11:42.268+05:302011-08-14T19:11:42.268+05:30Sir, what's your stand point on Fluidomat reco...Sir, what's your stand point on Fluidomat recommendation, I am holding it at 30.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-60816964881791010052011-08-14T12:28:09.884+05:302011-08-14T12:28:09.884+05:30Dear Valuepick,
Based on your earlier post, do you...Dear Valuepick,<br />Based on your earlier post, do you still recommend a buy on ADF Foods at CMP of 65? Thanks for the great work.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-37712393882655673562011-08-13T06:31:18.693+05:302011-08-13T06:31:18.693+05:30Dear Kailash
Go for it around Rs.300 for long ter...Dear Kailash<br /><br />Go for it around Rs.300 for long termVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-24538553105304517132011-08-13T06:29:27.273+05:302011-08-13T06:29:27.273+05:30Dear fundainvest
There is not much negative movem...Dear fundainvest<br /><br />There is not much negative movement in $ even after all these problems. But demand of their product may affect due to overseas issues which is a concernVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-15641883007584272082011-08-13T06:27:49.893+05:302011-08-13T06:27:49.893+05:30Dear Sajan
You should look at the other side too....Dear Sajan<br /><br />You should look at the other side too.Monsanto having two other companies in India Monsanto Holdings Private Limited (MHPL) and a joint venture Mahyco Monsanto Biotech (India) Limited .The listed entity earlier sold a part of its futuristic business and introducing good products through their private companies. All Monsanto products are not produced by the listed company .I don't like this type managements which is cheating the minority share holders of listed company.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-73959914111545735722011-08-13T06:21:48.746+05:302011-08-13T06:21:48.746+05:30Dear Patidar
It is really a question ,I too tryi...Dear Patidar <br /><br />It is really a question ,I too trying to find an answer.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-43677834650099246772011-08-13T06:20:19.847+05:302011-08-13T06:20:19.847+05:30Dear Mohan
Hold Kaveri and may consider a BUY on ...Dear Mohan<br /><br />Hold Kaveri and may consider a BUY on Advanta <br />for long termVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-56383892002840613652011-08-13T06:18:02.411+05:302011-08-13T06:18:02.411+05:30Ship building companies are facing order/margin pr...Ship building companies are facing order/margin pressure.I don't think any dramatic improvement in 12 months.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-38892793805544019162011-08-13T06:16:16.311+05:302011-08-13T06:16:16.311+05:30Dear Rohit
I am bit skeptical on the management o...Dear Rohit<br /><br />I am bit skeptical on the management of Camson BioVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-91872402640089181682011-08-12T10:59:47.389+05:302011-08-12T10:59:47.389+05:30dear vp sir,
jk agri results are also good , shal...dear vp sir,<br /><br />jk agri results are also good , shall i buy now in small lots ?<br /><br />thankskailashhttps://www.blogger.com/profile/09198523594896874780noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-88628274584722671512011-08-12T06:13:29.423+05:302011-08-12T06:13:29.423+05:30dear sirji
stuck up with rajvir, is it prudent en...dear sirji<br /><br />stuck up with rajvir, is it prudent enough to come out since now that export will be a matter of concern because of the dollar.fundainvesthttps://www.blogger.com/profile/09733516283035743238noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-827542169353749282011-08-12T01:06:34.052+05:302011-08-12T01:06:34.052+05:30Kaveri/Advanta-
compare to sales/mcap its not chea...Kaveri/Advanta-<br />compare to sales/mcap its not cheap i guess and business also cyclical,if something goes wrong it can be a disaster, if we are bullish in agro sector its better to stay with the leader ..monsanto ..and its available to 3 times valuation of kaveri,they have lot of products.. not just seeds, your thoughts?<br />Thanks,<br />SajanSajannoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-50388851659349582882011-08-11T20:53:50.910+05:302011-08-11T20:53:50.910+05:30what is ur suggestion for websol at cmp?what is ur suggestion for websol at cmp?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-56747330455545101622011-08-11T20:50:32.598+05:302011-08-11T20:50:32.598+05:30what is ur suggestion for alphageo at cmp?what is ur suggestion for alphageo at cmp?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-30351014091780332342011-08-11T17:59:10.427+05:302011-08-11T17:59:10.427+05:30How do you evaluate the results of Aries agro? The...How do you evaluate the results of Aries agro? The stock is down 7% today after the results.<br />Thanks<br />PanditAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-59470298458753934572011-08-11T15:09:29.603+05:302011-08-11T15:09:29.603+05:30dear value
after showing good result, why aries a...dear value<br /><br />after showing good result, why aries agro fall more than 5%? is there is any bad news in result?<br /><br />PATIDARPATIDARnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-14469292980546971212011-08-11T12:34:38.736+05:302011-08-11T12:34:38.736+05:30Hi ValuePick,
Are the current levels good to buy ...Hi ValuePick,<br /><br />Are the current levels good to buy these stocks afresh if I would like to be invested for a long time?Mohanhttps://www.blogger.com/profile/01242007217396298292noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-29242016970459094442011-08-11T12:31:59.845+05:302011-08-11T12:31:59.845+05:30Dear Sir,
could you please give me your views on ...Dear Sir,<br /><br />could you please give me your views on Bharati Shipyard at the current levels. I intend to buy about 25000 shares @CMP for a target of Rs.150 in 12 months. Would really appreciate your respected views. Thanking you in anticipation.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-60085974886651744342011-08-11T11:43:06.018+05:302011-08-11T11:43:06.018+05:30ValuePick,
How is 'Camson Biotech' com...ValuePick,<br /> How is 'Camson Biotech' comparing to these two companies? Is it advisable to invest in Camson? and can we expect a good return from camson in next 2 years? Kindly Reply<br /><br />-RohitAnonymousnoreply@blogger.com