Ambika Cotton
Steady Results. This does not need constant monitoring.
Associated Stones
Very good set of numbers. The growth in bottomline is very commendable as it has come despite substantial increase in the finance cost. Consolidated income is not too different which suggests that the operations on the UAE subsidiary is yet to pickup.
Garware-Wall Ropes
Excellent set of numbers by the company. The below link summarizes it quite well.
Sahyadri Industries
Overall decent results. With cash profits rising, its always a good sign along with slight bit of increase in promoter holding.
Gujarat Themis
Average set of number if there was expectations from lupin deals, but overall a profitable growth continues.
God Bless !!!
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Thanks for the update. 🙂
Hi Ace,
Wanted to know your views on Zicom Electronic Security.
Thanks
as mentioned earlier, its a decent one.
Thanks for the update.
Thanks!!
what abt Gujarat Themis ..results came in today…
Thanks
Anuj
when this post was posted there were no results declared. updated now.
Dear Ace sir,
DO you expect the real estate sector to slow down..What are your views on the sector
definitely a big possibility…but it should not be a blanket crash….
Ace in that case can it be risk for Tirupati Sarjan also…as I am holding some..pls give ur view …thanks
do you think tirupati is a realty company?
Yes as per my understanding it is a real estate company which is into affordable housing construction business & Commercial real estate and also it also does civil work for govt through tenders …Pls correct me if wrong..
Currently the real estate demand is low as the prices has topped as there was real estate boom in 2008-2012 period…there is huge inventory now(supply) but less demand.
So in next 1-2 yrs the real estate company will have to bring down the price of the houses they are selling. MY understanding ..pls correct me as u are the expert sir.
Thanks
if this is the case then it should be good news for mumbai ppl….anyways, dont consider tirupati as a pure play real estate company
Good to see all are rocked.!!!
Thank You Ace!
Sir plz share ur view about jiya eco product , I found it unique the kind of work they do.
not sure about it
Hi Aceinvestortrader
Luckly happen to crash into your blog. Very Happy to about you & your blog. Am following you from less than one week. Am new to trading & also viewing blogs. i am not able to view your recommandation. how to go about it, help me once. Am holding only email account. With warm regards.
just browse the blog right…. if you can post here you can definitely browse it..look for historical posts.
Thank you. Good Day
Dear Ace,
Your view on Stampede Capital?
Thank you in advance
as i had mentioned last year this stock is not for everyone and those who understand only they should think of it. and of course disclosure is same as last year Disclosure: i may have vested interests in the stock
Thanks for the results update.
Not that i have tons of experience in markets, but haven’t seen anything like mangalam which spends most of its time on UC’s/LC’s. Pretty dynamic behavior. Amazed by its speed in either direction.
no nothing unusual about it …so many stocks give such movements…
Hi ace,
your view on dredging Corporation , company renting out its idle m/c to repay debt, expanding to overseas.
no view as of now
Learning never ends…
very true sir
Vidhi result are out. Great result this quarter also. 20% dividend. and great vision.
🙂
Wataaa a results by Vidhi
Awesome..looks like expanison playing out well. Cant thank you more for finding this gem…Kudos to you Ace sir..hip hip hurray.
Made my day
yes, as expected good results
Sir, can we accumulate south based cement companies at cmp. Do u see value in them considering future outlook. Eg. Ncl industries
i like Shri keshav cements a lot
Good show continues by Vidhi dyestuffs. And the foot notes speaks alot. Targeting ebitda margin of 20% and targeting to be global capacities of 20% of global capacities by 2020. And the way they have presented there quarterly result awesome. Promoter stake has decreased a tad bit..
ok
Blood bath in the market…. what is your opinion on this Ace sir ?
stop looking at screen and just concentrate on individual companies..dont worry too much… a couple of % here and there should not matter
hi ace have you seen subex results if so pl give yr opinion on the same
as i have said multiple times in the past, i am not interested in subex
Sir your views on adani power??
dont like it.
Any views on winsome brewries
not ready to bet on it as of now
all stocks were hammered yesterday and today..Is it because of china currency devaluation..
maybe….
Hi Sir,
Q: How can we verify that debt is reduced from internal sources?
Since there are two ways to raise money, either increase equity or raise a debt. So if there is no equity dilution (through rights, FPO or warrants) and the debt is reducing can we be comfortable that debt is reduced from internal cash.
OR
Is there a way to identify it by tallying numbers from balance sheet and cash from finance.
Sorry if I asked a wrong question.
you are right..
Thank you Ace, can we verify debt reduction from cash from finance activities. (closed end q)
yes. also for such questions one should use google… its easier and doubts are cleared instantly
Thank you Ace 🙂
Hi, ur view on Prozone intu properties?
sorry not interested in it.
Any views on suven life science
its a decent company if you have a very long term horizon
What is your view on sagar cements?
decent
Thank you for such a quick reply 🙂
Hi, Aceinvestortrader
Earlier yesterday you had bloged regarding online education related to accounts, etc etc. am in need of web id. Please help me. Regards.
not sure i followed it…. you want to course link on financial accounting?
Hi, Aceinvestortrader
Sorry for delay in replying. The web ID posted under the heading of financial accounting or just accounting, i am not sure because the next time tried to view the same coud’nt find. But on first visit to the site i could view list of University names and the online courses offered. Thoose were not only related to financial or accounts. Am really putting you in trouble. Thought of passing on the same information to my nieces who are graduating out by 2015-2016. Regards.
there was no web id provided for anything. I am not sure what you are trying to say here
Hi Ace,
Sorry to bother you. RGDS.
Hi Ace, whats your view on Karuturi Global. Thanks
not confident about it as of now
Thanks Ace. Sorry for another question but do you track Uniply Industries? If so can I enter now?
i think uniply has gone up way too much way too fast.. i would be skeptical for fresh entry though i dont know whether it would continue to go up like this or not
Thanks again Ace. I will not enter any script when I am in doubt 🙂
Sir Require your fresh View on Skm Eggs…. Even after delivering decent results it’s falling down day by day… Is there any problem which i can’t sense or it is just the market behavior?
dont know…. but its not a bad company
Sir, Please tell us about the lupin deal which was expected with Gujarat Themis. Is it dropped? or something else.
just replied
Sir please tell about deal of Gujarat themis with Lupin. Is it dropped? or something else.
if it was dropped then the company would not have posted such numbers. pls try to attend the AGM of the company to know more about the deal and also pls update the blog with details
ace yr view on kopran it has tanked 16% after results can i buy below Rs 50 for long term
as i said last year, the stock was dropped from my radar … not tracking it anymore
please comment about ‘kopran’ and ‘aimco esticides’ post result.K Harikrishnan
aimco has not declared its results
please share your view about Kopran. It is very valuable.K Harikrishnan
i dont track it …
Ace sir, fantastic nos from Wanburry …… locked in UC
yes…very good numbers
Result still not out for Prima, but why it has fallen by 14% ?? Ace do you know any reason ?
nothing particular. this stock keeps doing this in a tight range
Hi Ace,
Wanbury came up with good set of nos..Thanks for this pick
yes very good numbers and this is why we should have patience in turnaround companies. they may be volatile but they have strong tendency to create wealth if you have research the company well
Dear Ace, Guj Themis has dropped 25% since I bought it but I am convinced it will bounce back. Was just curious why this happened though the profitability is continuous.
Also what is your take on Vedanta? It has been crashing quickly.
i guess you must have bought it near its life time highs but this is a good stock and very efficient company
Thank you. I am in it for the long run and in fact adding more of it.
Can you share your views on Vedanta?
dont like vedanta
Any idea about the Cybertech Results ? Eagerly waiting for the Results …
it would be first declared on the exchanges
Hello Ace ji—ur view on Shreyas Shipping Please…………….
its a decent company in the right sector
Thanks for quick reply!!!!!!!!!
ACE SIR
A good set numbers by cybertech a steady progress.
Congrats
regards
ok
Hi Ace,
CyberTech Systems and Software Ltd has informed BSE about the Financial Results & a copy of the Limited Review Report for the period ended June 30, 2015.
Can you please review the Results ? I find that net Income from Operations has increased but the Net profit (Leaving the Exceptional Item) has decreased.
What are your views on the Results? Thanks in Advance.
no links pls
Sorry it was an official Exchange link so I thought I could share. Can you please share your views n the Result?
When we compare the result with the Previous Quarter (31-03-2015) it is stunning. The EPS has Doubled and Profit has also increased.
But when we Compare it with the Previous year Quarter (30-03-2014) the Profits have Decreased (I am not including the Exceptional Income Item)
Can you please tell what is the correct way to Compare the Results ?
pls wait for the results update….
hello Ace…..in any of your previous comments u have not mentioned anything about OLYMPIA IND LTD….i need your valuable opinion Ace sir….god bless
dont think you have searched the blog….anyways not keen on olympia industries ltd.
but sir..its the another one after intrasoft tech which is making profit and in amazon Olympia ind’s product getting highest positive feedback. whats your view on this??…..i am your follower and i tried my best to search for olympia in previous comments 😦
its grossly wrong to compare intrasoft and this one….intrasoft is proper e-commerce company whereas this is just a channel partner… absolutely not comparable.
Plz share ur view on Vedanta ! Thanks in advance !
Sorry Aceji , You have already answered ! Thanks
glad you checked.
Any views on Jubiliant lifescience ace bro
would like to stick to the pharma names in this blog’s track list…
ace bhai can u pls share your valuable comment on cybertech results.
ace bro prima profits doubled..sales flat though…still super results i say..some gr8 guys whom i bless from the bottom of my heart sold in panic just and i again lapped up big time at 74 n 77..this looks to be a winner..whats your view bro?
yes results are very good and also i think sales have increased, not stagnant.
Dear Ace sir is vidhi fully valued at 20 multiples? What multpile can we look in future? Can we look at something like 30-35 in this bull run?
there is no concept of being fully valued. markets in their wisdom decide the PE of a stock on various parameters, so dont just worry about whether a stock at xyz is fully valued or not but rather use your own judgement of future performance
prima plastic division sale increase by 2cr on last yr 17 cr.they are still showing acp division sales.i believe it was sold.result has just increased by 50 lac.since base was 47 lac it appears double.in my view it is average result.main trigger in prima is their overseas subsidaries.otherwise indian buisness appearing mediocre only at present.share should settle at 60 now.also their new buisness at daman may provide fresh reason for stock to increase in price in six months from now.
that’s your opinion and you are entitiled to it. IMHO results are great…you should look at numbers in % not absolute amount… and the results are very good…around 15% increase in topline and doubling of bottomline is great by any standards for a furniture company. and obviously prima is not just about india numbers, its consolidated numbers are the game changer. very good results
Dear ace sir wants ur view on Gujarat craft
not keen on it…sorry..
Hi Ace, can you please share your views on aksh opti fibre
not too keen on it….
Sir, your comments on pressman advt and waterbase results
sure
Hi Sir,
Your views on Amara Raja Batteries ?
Good at CMP ?
its a good buy at around 900-950 levels
Ace sir,
Tirupati Sarjan,seems very strong here even in this massacre of stocks and i think this is really a blend of Poddar n Ashiyana..am i right sir?
what makes you say so?