Results Update !!!

Cupid Ltd.

Excellent set of numbers, hands down. Great Work.


Good set of numbers. The company seems to be on the right track. The price had run too fast and way ahead of its fundamentals and therefore, a slight correction.

V2 retail

Slight disappointment, but not as much as the price action seems to suggest. A slight decrease in the topline has been a disappointment and operation performance took a slight hit because of inventories but this is something that can be excused if it does not become a trend. Also finance cost are high as compared to last year. Another notable aspect is the favorable judgment that they got in an Income Tax Demand case. Yes, it may be appealed by the IT dept. but its positive atleast in the spirit.

Rajoo Engineer

Stable set of numbers.

Tirupati Sarjan

Average set of numbers. One should continue to closely monitor the developments in the company.

Click to access 04087354_A84B_46F3_B778_422972B5D9F3_191745.pdf

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116 Responses to Results Update !!!

  1. Akshay says:

    thanq 🙂

  2. raj khemani says:

    Thank you for the update Ace , would like to hear of a new stock from u befor Diwali.

  3. A Goyal says:

    Regarding Waterbase, CEO’s message section says that “Disease outbreaks in some parts of AP resulted in crop failure”. Do you think Waterbase investors should worry about this?

  4. Value Investor says:

    Thank You Ace

  5. shreeux says:

    Good heard…Except Waterbase, Holding All..!!!

  6. AP says:

    Dear Aceinvestor, thank you for posting results, I agree with all your headline comments.
    On Rajoo, what do you thinking is holding revenue growth, is it lag in getting innovations to generate business, sluggishness in demand, limitation of capacity (unlikely) or a combination.
    I am notin touch with their management and their published content including AR do not shed much light on this. Thus thought of request your insights. God bless.

  7. Jp says:

    Best of luck to all those who are holding these stocks… God bless..!

  8. nvsrinivas says:

    Cupid- thanks for the update.. results look great.. what do you mean by ‘hands down’?

  9. Roshan says:

    Ace i know u dont discuss technicals here but it looks like prima is going through some solid consolidation am I right?

  10. yum says:

    eagerly waiting for the spenta’s circuit to open tomorrow. hopefully can buy something this week.

  11. Venkat says:

    Shall we wait for some time before accumulating V2? The effect of result may take the stock down to 50-55 level.

  12. learning phase says:

    your views on tirupati sarjan result please ????

  13. Ramesh Patel says:

    Ace, do u advocate strategies like selling half the qty when stock price doubles or keeping a stop loss of 20-25% ? Again should stop losses be related to closing high or intraday high ??your opinion pl.

  14. knowledgeseeker says:

    Please share your view on VTM ltd

  15. santhosh says:

    Sir, your views on Srikalahasti pipes results.

  16. SP says:

    Hi Sir, could u please suggest ur view on Kitex at current prices.. I have checked ur previous view.. u had said that u r not too comfortable with the price at the levels of 800..

  17. SP says:

    hi sir.. could u please express ur view on kitex garments at current prices.. i have googled the blog for ur opinion previously.. it said that u found it a little expensive at 800 levels.. what is ur view now?

  18. bk says:

    Dear ace sir, what is ur view on mayur uniquoters

  19. Darshan says:

    Right valuation for coffee day? Im very keen to enter but would like your view.

  20. lavergecorp says:

    Dear Ace – Your views on Navneet Education. Could not find any on your blog.

  21. amit says:

    Will highly appreciate if u through some light on dhanuka agri, Sri pipes. & aifl for short term.

  22. mesh says:

    SPENTA INTERNATIONAL Freezing started………

  23. charlieberta says:

    Dear Ace, your views on Uflex Ltd. please!

  24. Vinod says:

    Sir, ur views on AVT natural products

  25. sam says:

    Hi Ace,

    can you tell me how you got in touch with MR. Om Garg last year? I would like to meet him too.

  26. mta says:

    Gud evening ace,

    By when can we expect the merger between waterbase and pinnae feeds

    Thanks and regards

  27. VT says:

    Prima and Vidhi both appreciated today.. High volumes in former and UC in the latter

  28. Prasant says:

    Hi Ace,

    Is it right to enter SKM Eggs at current levels.

    Your call please.


  29. Vetti says:

    You have written about Rajoo Engineers in Jan. In the current scenario, please share your view on the same.

  30. SAY says:

    Ace ji – finally i was able to lay hands on spenta today. …. that was some hard work. Need some beer.

  31. SP says:

    Hello Sir.. Any particular reason for the sudden rise in the price of prima plastics.. I have been googling but nothing did not come across anything concrete

  32. Vinay says:

    Hi Ace,

    granules is going to a value migration from API to FD with a heatlhy growth rate. And Torrent pharma is already into Finished dosages with blockbuster results in last two qtrs and high OPM w.r.t to granules. But still Torrent doesn’t command high PE. Was this qrt result was one off event. Or there is something Which I am not aware of.
    I want to evaluate which one has better prospects in longer run. It will really helpful if you can put some light on this.

  33. Vinod says:

    Sir ur Views on Natural Capsules and Ultramarine pigments

  34. Vishwanath says:

    Ace, if you are tracking Orient Abrasive, can you give your view on he same?

  35. Vinay says:

    Hi Aceji,

    Any view on Good Luck Steel Tubes? Its Q2 results was very good.

    Thanks in advance !

  36. Mukund says:

    Deccan gold : National Westminister PLC (thru Jupiter India Fund) acquired 48.98 Lac shares thru right issue, holding increases to 10.49%. Isnt’ it good news?

  37. mesh says:

    as per the new rule qtly price band will be applicable to spenta intl
    as per the rules as on 30 sep( closing was 87.50 )
    mthly price band was 113.75 (i.e 30% of 87.50 )
    now qtly price band will be 140 …(i.e 60% of 87.50 )
    please check from ur side also …..

  38. Anant says:

    Subex posted good results! Still stock prices are sinking. I feel the company is a potential turn around with management in capable hands,
    What are your views on it?

  39. vinod says:

    Dear ACE

    Your views on SRS at current cmp?


  40. Suneetha says:

    Plz Share your view on KOLTE PATIL . Thanks in advance !

  41. Vinod says:

    Sir ur vies on morepen lab and nithin spinners

  42. Roshan says:

    hi ace any change in views with respect to pioneer embroderies???

  43. Sampat says:

    Wanbury results are out ACE. Don’t look good on first glance.Your guidance and analysis requested.

  44. VT says:

    Even Gujarat Themis seems to be a little disappointing 😦

  45. Jp says:

    Dear Ace, your opinion on buying MRF tyres at the huge price?

  46. AP says:

    Dear Ace, in view of the last bad quarter results and the right issue that the company has proposed, please give your medium to long term view on Rubfila International which otherwise seems fundamentaly good.

  47. AP says:

    Dear Ace, not clear about which previous opinion you refer. Also dont find Rubfila in the search option. Request your revert and valued opinion. Thanks.

  48. Puru says:

    Thank you for the update on results!

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