Garware Wall ropes
Good set of numbers with swelling balance sheet. Its become a debt free company with huge increase in cash reserves.
Wanbury
Average set of numbers with interest again being a culprit.
Gujarat Themis
Average set of numbers, though improving credit profile is a plus.
Singer india
Good and steady set of numbers as usual from singer, though would like to see their consumer durables becoming more relevant now.
Hi Aceji,
Wanbury results are slight demotivating. However, looking towards its Product lines & International Regulatory approvals like USFDA & EUGMP Approved plants, I still have hopes that it will do better in near future.
What is your opinion?
ok
Hi Ace,
Just OK is slight Diplomatic Answer 🙂
I need your opinion. Please help..
no change in previous opinion so basically my view should be clear on this
thanks for the update
ACE, should we continue to hold Wanbury? Can the company script a successful turnaround. Your advice would be much appreciated by all blog readers.
i hope you have researched the company. what does your research tell you?
Hi ace
what is your view on polaris and adifinechem after take over by mnc
sorry not keen on both
Very bad results posted by Associated Stone, Ace.
ok
Hi Ace. Your view on results requested.
Things i could understand are : For last 3 years topline on YOY basis was growing but this time decreased. Wind power division came to loss from profit .
Finance cost increased from 1.2 to 2.5 cr for the same qrtr.
UAE and mauritius subsidiaries posted losses.
just replied.
Hi Ace,
Please give your view on the results.
Although loss in September qtr has been there for last 3 yes due to stone mining getting syopped during monsoon. My concern is increase in finance cost and losses in such subsidiaries.
pls wait for the update like other results.
Just ok? If you can post about a company as a recommendation then why just replying ok? Atleast give your opinion Ace ji. 🙂
i will respond what i feel is apt and dont bother what anyone else is expecting. Take it or leave it, simple.
Spenta International Ltd has informed BSE that some workers of the Company had declared a sudden strike in the factory of the Company and the production activities have been halted. In view of the above, the Company has entered into necessary initial negotiation with the workers and the further and the final outcome for the same regarding the measures taken shall be informed as on immediate basis.
thanks for the update
Workers have called a strike at spenta. Production has been halted. Negotiations are on per management. Anything you know of Ace ji ?
ok
sir i want to add prima but i am confused if i should wait for the results.
as on oldie you would know that i dont believe in living quarter to quarter, but since the results are just one day far, no harm in waiting too.
Katwa Udyog – Great set of results 🙂
ok
Hi
What is your view on keerthi industry???
no change from previous opinion.
Dear Ace,
Do you feel eicher motors is a good buy at CMP? Is there any other stocks which you like in that segment?
Thanks,
Senthil
as the oldies of the blog might know i like sml
Hello Ace ji—-What is ur view on Paushak limited with promoter holding 67%, OPM 30%, NPM 20%, ROCE 50%, ROE 25% and recent growth initiatives? Can it be a future multi bagger in the long term perspective? Thanks in advance!!!
no change from previous view
Dear ace,
How do you find the investment potential of IL&FS Engg. ? The group is being taken over by Piramals which may be a positive for this Co.
its decent…but be mindful of its liabilities and its market cap
Big Thanks Ace ji for Mangalam—however I want to increase the exposure to the Pharma sector——which one of Lincoln, Granules, Alembic,Jubilant Life looks good for long term wealth creation IYHO—Thanks.
anything that you are most comfortable with but i would stick to companies discussed on this blog.
Vidhi to consider 2nd interim dividend 🙂
great signs.
Sir your view on Alpa laboratories.
not keen on it.
Nothing Improved in cybertech results after one year also anyother reason to hold the stock
that’s your opinion and everyone is entitled to their views.
Sir your views on sanghi industries for 2-3 years holding.
would like to stick with katwa udyog or panyam
Your views on Tanfac industries? Thanks
not sure about it right now
Good to you, Ace! Anything interesting coming up?
lets see…
Okay 🙂 your views on Raunaq International?
no change from previous views
Dear Ace,
My little analysis on Cybertech.
1. Into Cloud solutions. Salesforce, Azure, Amazon webservice
2. Topline: YoY 14.95 to 17.45 CR
3. Employee costs Increase by 50 lakhs QoQ and 2 Cr YoY
I would infer, Cybertech is keeping up to the trend of Cloud and investing on talent. Consider this as a great sign of future. Please correct me if I am wrong in my analysis. Thanks.
Ace, Pls update on Sahyadri Industries results – any specific reason behind such a poor results?
awaiting reply. Thanks. Hows future growth ahead now?
Neither exuberance nor irrationality lasts in markets. mangalam rocking in the blood bath. panyam doing good too.
Wish you a happy Diwali..!!
thanks.
ACE
Spenta result some disappointing?
ACE
Spenta result bit disappointing?
results are fine IMHO
Dear Ace
Your view on freshtrop result?
Is it bad one result?
Is it improved in next quarter?
not bad but average results.
Sir, wish you a very happy Deepavali. 🙂
Would like to know your view on MOIL please.
This company (MOIL) will have cash in its book equal to market cap by the end of this FY.
The cash in its book is 2940 Crs as per q2fy16 result.
It earns interest income of around 270 Cr every year due to fixed deposits.
Apart from above , net profit from business is 50 Crs per qtr (worst case is 50 Crs, max it was around 175 to 250 Crs in previous qtrs).
Therefore by the end of this FY16, the cash in its books will be around 3300 Crs.
The market cap at cmp is around 3450 Crs. The debt free company business with 1000s of billions worth manganese ore is coming free at the current market price.
MOIL company is available freee of cost to its investors.
Please share your view on MOIl please. Thanks
– Pruthvi
thanks and wish you the same. sorry, but i am not keen on MOIL at all.
Extremely poor results by freshfruits, do you think it’s purely coz of crop damage?
poor is not the word i would use to describe the results.
sir have you gone through prima plastic results ?
i am sure you would love the results.
🙂
Dear ACEji,
wish you and all readers a very happy and prosperous deepavali .
Prima posted very good quarterly results with mainly reduced cost of material .
1.5 crore net pofit, versus 50 lacks, QOQ .
I have started reading/learning the quarterly results and looks like prima will definitely multiply revenue than the last year .
Thanks a lot for this gem .
Best regards,
Prashant
thanks and wish you and your family the same. God Bless !!!
please update about Sahyadri resul
sir, your view on MOIL please
just replied.
Sir, your views on AVENTAL. Thanks & happy diwali to you sir.
sorry, not keen on it. thanks and happy diwali to you and your family…God Bless !!!
Freshtrop – I was looking at this price to come… …..now Freshtrop is at good bargain price to buy. Can you also please advise whom they compete with in this space?
its already given in detail when the post was posted. please go though it and also the accompanying comments