Katwa Udyog
Needless to say great set of numbers.
Vidhi Dyes
As expected very good set of numbers. Interim dividend is a great plus and with now increased capacity coming online, the trend should continue.
Waterbase
Steady and good set of numbers.
Wanbury
Excellent set of numbers. Strong operational performance is a big plus. This is one of the best test cases for “Test of Conviction”.
Orient Beverages
Decent set of numbers.
Cybertech
An ok set of numbers as we await kicker from higher employee costs.
Prima Plastics
Very good set numbers despite some losses from leftover inventory of ACP. Very encouraging.
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thanks for the update
Vidhi Hit UC after hitting LC
🙂
thanks Ace for your great service to investors
Rescpected Ace
DHP a very disappointing results
regards
ok
Sir I want to know your view on vaibhab global .can it be bought? Will take decision after your reply .please reply
not very fond of this company.
What are your views on Tyche Industries Ltd & Sunil Healthcare?
tyche’s volume less growth is not exciting to me though technically its good..sunil no change from previous views
Hi Ace,
Your view on IVP.,
decent
hi ace how to you rate mic electronics results
have not seen
Dear Ace,
Prima results are not as per expectations.Infact I would rate them very bad in light of 1)drastic fall in crude prices which is not yet reflected in its cost of raw material and 2)saving on account of ACP division.I fail to understand this. QoQ sales is flat. Infact sales compared to previous qtr is down.
This time I think investors were expecting very good numbers.This turns out to be dud.
the results are very good. 1. dont link international crude prices with prima’s raw material cost as its raw material is sourced from reliance much like other companies so compare it with that price. talk to CS. 2. savings on account of closing of ACP in absolute numbers is there but once the inventory is finished then it should vanish. also, as a seasoned prima investor one should know that prima has the best sales in march quarter( and this is highlighted by myself quite a few times a few months back), so comparing this quarter with march quarter is not logical. i dont know what you were expecting but if someone had understood the standalone business and estimated, then i am sure the expectations would have surely matched and probably surpassed a bit.
Hi Ace,simmond marshall results are out can you share your views on the results
wait for the update pls
Ace, similarly, will await for update on Rajoo’ s result. Many thanks.
ok
Dear sir ,
can i buy syngene international @Rs 320 for 3 year perspective.Can it double from here in the said time .Your valued comments will be highly appreciated
dont know…
Sir update on the result of Rajoo Eng
wait for that pls…. else the first place where it is announced is at bse exchanges
Vidhi Dyestuffs’ press release talks of an ambitious “Vision for 2020”. These are:
1. To be a global player of repute on the lines of Sensient, US.
2. To focus on 3Cs – Capacities, Capabilities and Customers. To be 20% of global capacities.
3. To broad base categories and deepen presence in Colors.
4. To increase margins by moving into value add segments; target EBITDA margins of 20%.
5. To be cognizant of all stakeholders and be counted as amongst the most transparent, shareholder friendly company.
It is also stated: “We believe that the building blocks are now in place for us to leapfrog our current base. Our business is modeled on the lines of Global leader Sensient of US. We are at the cusp of explosive growth, with continued and significant increase in capacities, capabilities and customers. Our endeavor is to ensure shareholder reward, remain paramount, and towards that we are pleased to announce the first interim dividend of 20%. We will strive to sustain and improve on the same in coming periods“.
Thanks.
sir Aimco pesticides have given its results today and are on BSE website .please update the same with your valued opinion
regards
will do it along with other results.
Hi!
Yes I know they source it from Reliance.Reliance has also slashed it prices from Dec.onwards by 30%,which is not being reflected in its PL a/c. Imagine What would had happened if crude would have not fallen….thats scares me.Thanks to macro economic factor that Prima is in black.Otherwise the Company on its own is not sustaining good EBIDTA margin.
they were making profits even when crude was 120 USD, so that’s not a concern. secondly after slashing by 30%, it was increased by 20% and i guess a couple of months back, it was again decreased. secondly, the company’s operations are among the best in the business, and one would do good by comparing this with its larger peers over extended time frames. Not sure what macro economic factor you are talking about though…
freshtrop excellent result.despite 33 percent drop in topline,net profit almost same as last jun qtr.these guys know how to weather the storms.after these result great increase in conviction for the stock and promoters.sir i remember you had identified this trait in the management in your stock story and it is on display right now
no doubt, superb results given the context.
Hello Ace…..any view for IL&FS eng. result.
sorry, have not seen it
Hi Ace,
Frestrop results are out. Although on the face of it, it looks bad but I think they have done very well considering the unseasonal rains they have had during the prime time of grape harvest. I guess its the nature of the business that external factors play such a big role hence these businesses never quote very high P/E.
But what is heartening is that they have managed almost the same levels of profitability inspite of taking a hit of 40% on sales in the fresh fruit division.
Stock might not react very well but still this business is something to be watched out for imho…
Only fly in the ointment was selling of shares by the promoters just before the results of last quarter.
Your views?
Thanks!
Niranjan
I think the results are “Stellar” given the context. This is what this management is all about – ability to withstand any business risks…. this is the point that brought the stock to my attention and today what they have delivered is nothing less than spectacular because let’s not forget the scale of these rains were huge this time around. And i think if a business (any business), has ability to protect its bottomline in turn of business risks, then it deserves a high PE.
yes ace sir the result considering the unseasonable rainfall are stellar. if a business can deliver only a 8% less NP with a 40% Hit in the topline what else you want. i think results are above expectations of majority of investors.
Thats right…
Hello Ace sir,pl suggest me 5 stocks for 1 year holding period at cmp
you could choose any stock mentioned in the blog that you are comfortable with.
and take your own risk for time bound investments. i dont think this is the right way to approach money making. noone has seen what will happen in 1 year… you should have targets or a long term view. for such time bound investments its all your risk.
OK thank u ace sir for the reply,yes I can hold for long term or I will be more happy if a stock gives me 50% returns in one year on conservative basis,but I will be checking its quarterly results….Happy independence day to u sir
50% returns in a year is excellent returs… and it cannot be termed as conservative, but its good returns and therefore, one should research the idea welll to see if that idea can generate such returns
Btw,ace sir….long term means how many years and how to set targets of a stock,is it return wise like 100%,200%?..pl don’t feel bad,teach me sir…wud be very glad
no, setting targets means setting targets for your returns and not stocks… meaning investing with target returns in mind rather than riding it. Normally this step is taken to get confidence in markets and your own research. long term every one has their own meaning but for me its atleast 3+ yrs…even my trading bets are few quarters long
Thank u sir..
Happy Independence Day
Happy Independence Day to all our fellow Indians
Hi, ur view on Jasch industries results?
sir, it was discussed just a few days back, kindly search the blog pls
Sir, your comments on Garware. Is it wise to invest now considering the future prospects of the company.
i dont see any negative in the company, but the question is are you convinced
I am convinced… Going to invest shortly. Thank you
please do not share your trades here. will not be posting such messages again.
Happy Independence Day.Dear Ace ….sacbee
To you too sir
Please give simple ideas to investors to have them in mind, so they can sleep without so much worrying of invested money on this great day..!! Happy I’dence day..!!!
Happy Independence Day
liberty results are dissapointing.hardly any growth.restructuring understood,but topline should grow atleast 20 percent to command a p/e of 25.i think the numbers in your stock story may not work out.dont understand why indians not buying shoes.relaxo is doing so well.
as i have been maintaining the kicker can only happen after consolidation.
ace sir want your views on Trident ltd & Nitin fire..
Regards
Ankit
both are ok kind of stocks, though one should have an idea of the market cap at they are quoting and take their calls accordingly.
Dear Ace what is your opinion on NALCO?
not interested in it
hi whats ur view of karuturi global
not too keen on it at the moment
hello ace,
whats your take on Nandan denim,indo count,welspun india.,shreya shipping
nandam denim and indo count both having expansions..those will start kick in coming quarters..
indo count and welspun at these levels, i am not too keen. sheyas shipping is decent, nandan denim is also ok
Dear Aceji. what do u think of godavari drug after looking @ FY16 1st Quarter result.
Thanks !
sorry, have not seen godavari’s results
Hi ace ur view on pincon ltd results… u had recommended it at 100.. now its trading at 170.. given a good q 1 results… any opinion on this
NO. I never recommended pincon.
Ace Sir ,
Any view on Bluestar info & Nucleus software .
thanks
cj
blue star is plain vanilla services, so dont like.. nucleus is still ok
Ace sir, which real state stock you like most..plz reply..
poddar is good, ashiana is ok… if you want a mix then think about tirupati sarjan.
How is Tirupati Sarjan mix of Poddar and Ashiana : )…
sorry, i didnt elaborate and it came out as a wrong message…. not a mix of ashiana and poddar..but a mix of real estate and construction as pure real estate other than affordable housing i am not bullish on.
Regarding Vidhi,.. is the existing debt situation anything to bother about? Debt seems to have increased..What do you feel about this?
what is the debt situation according to you…how much debt vidhi has according to you and do mention your source of info
Sir plz share about sharp India results
Hello Ace..any news on Sharp India? There seems to be a lot panic selling today.
dont know about news. check results.
GM Ace, can you please update on Liberty shoes and Sahyadri Ind results with your recent views?
kindly wait for the update
Helo ace sir.
Plz share ur views on Olympic oil. Company sales is 1800 crores and net profit is 9crores .market capital is 3.4 crores only.
dont like it.
Any negetive news reg SHARP India [LC 20%] Plz share !
dont know… the results must have been declared probably.
sir your views on bal pharma and nectar life science. thanks
not too keen on bal pharma…nectar still ok
Hi ace sir, so at last market gave thumps up to the freshtrop management for delivering very good results in spite of adverse conditions. patience and conviction always pays.
very true.
It’s like this, Markets can’t remain insane forever.
Price does catch up with fundamentals.
Sir,
V2 retail website v2kart is operational now. Your views on the same.
Also don’t you think management should submit press release for the same.
Thank you.
my views on what ? v2kart being operational?
tirupati sarjan results out.topline down.np down.dont know with so much of cash with them why finiance cost so high.otherwise at ebidt level 30 percent increase.request comment on their inventory details also.
also they have declared a dividend
Hello Ace,
Kindly give ur views on Tirupati Sarjan…seems flat result although the Construction revenue are up ..Govt Tender revenue are down …
Thanks
Anuj
yes, also there’s a small dividend announcement too..
So how do u see it .. Is it on expected line or not ..also does giving dividend is shown in finance cost .. As the finance cost has increases substantially
Thanks
Anuj
it does not matter how i see it, let me ask you how do you see it as an investor.
Dear Ace,
Do you prefer any other stock in IT space apart from cybertech?
Regards,
Senthil
if there’s something i’ll definitely update the blog.
Dear ACe,
Please leave your views on Kaveri seed company..
Positives about the company..
1. Kaveri is operating in the area where huge opportunity is there. Technonogy is the only way forward for falling agriculture output. Being the leading seed producer, available attractively @ 12 P/E.
2. Well established company, good brand name, good distribution network, debt free company.
3. Mangaement – I do not know much about the management integrity.
Since regulatory overhang is there always on seed companies, it may never quote @ very high P/E (more than 30; but i have a doubt regarding advanta. Even it has lot of debt on its books, it is quoting @ 50 P/E).
Do you think current price play well in the long term.
Regards,
chetan Biluve
cannot comment on the price
I meant current price for long term investment.
its a good company…
Hello Ace sir,Sahyadri industries,vidhi I liked a lot,nice one….others r good too,don’t know how I missed this blog,feeling low
never mind… there are always an opportunity to make money in the markets.
what is yr view on orchid chem for long term
not confident as of now
Sir, can we expect a new investment idea soon?
dont know sir
“Ma’am” would be appreciated 😛
Apologies. My Bad…
hi ace, whats ur view on sharon boi science at cmp and ur view on cybertech results
sorry not interested in sharon
pls suggest about cybertech, i entered around 70 level so shall i hold for medium term or should i book loss at cmp.
what do you think about it?
hi ace, pls share ur view on kopran at cmp
sorry not tracking
Sir, Please update tirupati sarjan results & your view
sure.
Dear ACEji,
Nikhil Vora bought around 5 lack shares of Vidhi .
FYI . Lets hope more big bulls make entry in to it .
Regards,
Prashant
yes..
Sir,
Kindly share your view on LT Foods Lts.
The company has reported EPS of 10 in the current quarter however still trading at just 180.
Isn’t it value pick at the current price.
Thanks for your time.
Sachin
sorry not tracking LT foods closely anymore