Cupid Ltd.
Great results by the company and importantly, the results are expected to be only better from here on since the 100cr order’s full quarter impact would start reflecting from the present quarter. Please Look at the results here -> http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/D63F6423_5B64_4DF5_8587_B3C664F7A3F1_084942.pdf
I hope people have also noticed the new revamped website of Cupid Ltd.
Pressman Advertising
Very strong set of numbers. Increase in turnover was very heartening and it seems their bet on newer verticals has started to pay off. Operating profit margins have dramatically improved. The net profits were also very good and higher despite the tax provisions. Its important to remember that last year June Quarter there were no tax provisions and therefore, this makes the net profits margins of the company even better. Looks like we have a very strong bet starting to pay off now.
SKS MicroFinance
The juggernaut continues here. Wonderful performance. Now the stock is well researched and followed by the big guys so no need to give any further information from outside. We were lucky to catch it right at the cusp of its turnaround.
God Bless !!!
Long one year consolidation Sharp india between 60 and 90 ! I would be grateful if any Updation from Your side ! Uour guidance plz !
??
Requesting your guidance to make my conviction stronger ! But You are always Tough as usual !
if your conviction will become stronger by my views then you do not have a conviction. please research the stock to understand its prospects. One should not look for spoon feeding always. As far as i am concerned, if my view changes i put it on the blog as i did with Kopran and Aro.
Hi Ace,
The last time I have read about ARO was on your Apr results update. Did I miss anything after that?
Thanks.
ofcourse. search the blog
hi ace, pls suggest ur view on gs auto int and phoenix lamps at cmp
would prefer simmonds in auto sector… phoenix i am not interested anymore because of takeover.
Thanks for Updating..!!!
Your view on Associated alcohols..
decent
Hi Ace,
Thanks for the Update. Your Views on Cybertech Results which are going to be Declared on 13th Aug. What are your hopes ?
Thanks in Advance.
results would be out. no need to be impatient. as you should be knowing i dont like to give views on any event. events are immaterial to me.
Hats off Sir!
Could you please share your view on FCEL? Is it poised for a decent run?
as mentioned a few quarters back i am positive on this business.
Is this Future Consumer Enterprises Ltd?
yes
Dear Ace a rare commodity (U) to hav come across in life .A very well versed person in your feild.once again Hatts of Sir kind regds raj
your too kind with your words…
Sir view about UV boards ltd
have already discussed this in detail. please google the blog
sir are working on any new pick.when can we expect a new one.can it be GUESS THE STOCK this time.It improves our thinking process
let me see if i can do it that way..
Sir. Your view on escots and AGC network
escorts is decent… AGC no change from previous opinion.
Ace, Your view on Filatex Fashion.. Whether we can expect growth here.. Thanks..
no change from previous view
Mangalam drugs and imp power belong to same promotor group. Looking into parentage a little more to understand business acumen.
Both companies in good hands. Imp power has an informative website too.
ok
HI ace
I want to ask regading sharp india that this company is doing most of transections through third party related activity which according to new company law that they have to disclose in their annual report if with that party it is more than 25%, which is the case of sharp india in which they sells most of products through sharp business system and most of their import from sharp malaysia which they mentioned, my question should they not publish annual reports of those company like sharp business system so that we shareholder can discern which company profit margins are better, whether or not they doing justice sharp india. sharp business systemr is only marketing company which is 100% subsidiary of sharp japan so we can better know that they are not earning more margins than sharp india which is manufacturing company in india, Can i ask company secretary to incorporate annual report of those company in sharp india report due to third party transaction for better corporate governance or not.
needless to say Sharp India will publish only their own AR.
What’s your opinion on NGL , i am trying to enter now .
Is it good for long term ?
probably at some declines
sir ur view on oricon ent. & rico auto.
not interested in either of them
sir,
if a promoter has 55% stake in a company and all his shares are in physical form n zero in demat.what can be inferred from this.is it a positive or a negative keeping all other factors out.
it shouldnt matter isnt it…
Ace bro your views on ashapura intimate fashion
as mentioned before, it looks ok
What about PDS multifashion
no change from previous views
all are good company and i have equal conviction on all three however between liberty,pressman and prima please tell one which has least downside risk at cmp.
how can someone answer this type of question man..
Please share your view on delta Corp post turnaround q1 results.. Also would appreciate your views on kellton tech and trident
sorry …not interested in delta.. kellton dont like…
Vidhi Postal Ballot Result are out….what are your views?
there are no surprises there right…i mean it was already declared what are the objectives of ballot and this latest announcement just says that its all approved…
so are they planning to expand further with these objectives or to meet daily needs as a result of previous expansion
i absolutely dont think that any company needs to sell its assets to serve its daily needs expansion/working capital. so clearly the company would use it for much more productive things
Ace Ji,
Please let me know Your view on
1. Olympic Oil
2. Danlaw Tech
3. Visakha Ind
4. Sarda Energy
Best Regards
Ramc
kindly search the blog for the first three… sarda energy is decent but just look out for its sector tailwinds
If we put — “Olympic Oil” ace investor — in the google and give enter, not able to find your comments…. Not only for Olympic, but also for Danlaw and Visaka too….!! How to get your old comments…?!
that’s not the right way to search
Thanks a lot…!!!
PLs try below .
aceinvestortrader.wordpress.com : olympic oil
Thanks,
Prashant
Thanks a lot…!!!
Ace , Please share your views about Uv boards results…
i hope you know what is the bet on UV boards… have not seen the results
Ace, I am still not understanding about the bet we are talking about in UV Boards… I am still a new investors and need some more details to guide me.. I saw your facebook post on this as well but not getting the meaning completely.. Hope u had time to read the results today.. Please clarify and guide on this budding investor 🙂
if you have not understood the posts of UV boards, pls refrain from doing anything in it. These kind of “punts” are for experienced market participants. take it as an education.
Thanks sir.. I am trying to understand what it is going on here.. Whether I can know only by experience or is there any other things which can help me…Thanks…
let the story unfold and then take it as an education
Hmmm.. Ok Ace..
Dear sir,
It is a bit difficult to decipher exactly what you hinted abt UV Boards. Similar kind of price movement like Uniply owing to the same process involved there? It would be kind of you to clarify for a beginner like me.
Also, when we bet on a stock like this (if we are betting) what is the ideal amount one should bet – 5%; 10% of the portfolio? Your reply will be very helpful.
Thanks,
Sparsh.
pls see my answer to prabhu…
Dear ACE JI….I Hope you are fine..
Just want to ask a silly question.Hope I don’t make it a mockery.
Cupid results are good with a sale of 12.78 crore and a net profit of 3.02 crore in Jun15 quarter.
If we compare the sales of SKM EGGS with CUPID for March quarter,then it was 65.36 Crore with Net profit of 7.86 Crore.
Can’t we say that SKM is trading at very cheap valuations as compared to CUPID…?????
Thanks…!!!
no we cannot. a lot of factors decide quality of the stock. look at margins of the company, the growth prospects and risks of the businesses etc..so revenues does not decide anything… guys, i guess we have a beginner friend here.. pls chip in with your gyan to help our friend here become a better investor..God Bless !!!
Thanks Sir..
I am new in INVESTING and will try to learn from experienced one’s.
sure
Dear Ace, Hope you having a good weekend.. 🙂
Just wanted to check your views on SRS Parivar?
no change from previous views
ace sir cupid posted an excellent result, ( whenever i see my portfolio i thank you from the bottom of my heart, you dont know sir how many times i thank you in a single day as cupid occupies 32% of my total portfolio). according to the company in the topline the sales ratio of male and female is 60:40. the order of 103 crores will be starting from 1st july 2015 and it will take 12 quarters so approx 8.6 crores of sales every quarter. the company also said they have much much better margins in female condoms, so from this quarter in the topline the ratio will change from male and female to 40:60 approx from the current 40:60. so sir i think from this quarter we may see a topline of around 15 cr and PBT of approx 6 cr and PAT of around 4 cr so an EPS of approx 3.6 ( all this are my assumptions only and i may be wrong big time ). so roughly annual EPS may come at 12.5 to 13.5 for fy 15-16.
ok
Your view about Rexnord Electronics please? Fundamentally looks strong.
as mentioned a couple of quarters back i am positive on it…ofcourse that view was given at around 24-25rs and now its much more expensive, though technically its looking good and fundamentally lowering of copper prices is good
Thanks for your reply. Another thing promoter has increased stake from from 51.46 to 56.43% in the latest quarter. Good to see the confidence of promoter.
the warrants were issued way back, its just that they were issued recently, so this was known. but yes, you are right this is a positive too among significant other things
Sir please share your Views on INDAG RUBBER
no change from previous view
how is vinati organics
no change from previous view
Hi Ace, earlier you mentioned that Premco is a decent bet and you are researching on this. Considering the sectoral tailwind, strong fundamental, consistent growth and smaller size with undervaluation, do you think one can invest in Premco for medium to long term? Next quarter result on Aug 11 expected to be good also.
consider latest view only…..also one should take his/her decision by his/her own research but overall my view stays
Helo ace sir.
What is ur current views on sarda ply.
same as before…