Prima Plastic
Excellent set of numbers. Though closing of ACP division has compromised on topline for the very short term but the bottomline is finally realizing its true potential and we can expect excellent growth in the bottomline and good growth on the topline in future too. Expecting excellent consolidated performance as well.
Cybertech
Much better numbers this time around and it looks like the business has bottomed out. The potential for the company is huge.
Shri Keshav Cements (Katwa Udyog)
Very good set of numbers. Expansion underway as stated in the foot notes.
Liberty Shoes
Disappointing set of numbers.
Associated Stones
Slightly disappointing set of numbers, hopefully the subsidiary start churning better numbers.
Sahyadri Industries
Not great set of numbers and would need micro-monitoring.
Ambika Cotton Mills
Average set of numbers though the company need not be monitored quarter to quarter. Good Company for the long term.
Spenta
Good set of numbers, with much better operating margins. Even though the topline is muted, I don’t think it’s a cause of worry at all. The promoters have increased their stake by more than 4% this quarter.
Freshtrop
Average set of numbers for the quarter, though these are just temporary gyrations. The company is by far the best in its space.
Simmonds Marshall
Decent set of numbers with topline increasing marginally and bottomline decreasing marginally.
Happy Dhanteras Ace Sir.. Any piece of advice that you would share with us from ur experience.. especially in turbulent times.. 🙂
the turbulent times are still not here…its normal volatility that’s happening.
Thanks Ace!
Thanks Ace for the update! Little disappointed with our Sahyadri. May be its a seasonal opportunity to add more. Do you think any expansion expenditures are part of this quaterly result?
you mean balance sheet…
Yes.
Dear Ace
Your views on Tree house results.. You are earlier positive on it for long term.. Still you are positive on it for long term… Debt level is increased and topline is also not growing. Please through some light on this
actually the latest view was slightly different…not too keen as of now
Happy Diwali ace bro and happy birthday to you. May God bless you.
actually its not my birthday…. on FB i had just put a date for the heck of it 🙂 guess i should change that…even last year people had this confusion.
HI ace, even i thought of conveying birthday wishes and now after seeing your reply i got it confirmed. can you share your actual DOB if u r comfortable 🙂
that’s not really imp isnt it sir 🙂
very much expected reply..wish u and ur family happy diwali 🙂
thanks and wish you the same.
Happy birthday ace….
its not my b’day sir 🙂
A very happy Diwali to you and your family. May God give you more strength n wisdom.
thanks and wish you and your family the same. God Bless !!!
Happy Diwali ACE
God bless u with good health, peace of mind.
thanks and wish you the same. God Bless !!!
Freshtrop…buy on dips…?? Happy Diwali in advance…
happy diwali to you and your family too…god bless
When we go to bed at night, we go to sleep: Sleep means Half death ! Every morning we reborn again ! In that context, Everyday is a Happybirthday for Everyone!
HAPPY BIRTHDAY ACEJI ! God bless you !
thanks but its not my b’day 🙂
Ace, TCI, Gati or any other – amongst logistic companies, which would you term as decent?
actually both are good from a long term perspective.
sir when we can expect new idea now.
not sure.
Hi Ace…..Wish You And Everyone A Very Happy & Prosperous Diwali !! – sacbee
thanks and wish you the same.
Dear Ace,
Many thanks for updating the blog and giving your valuable inputs continuously. Hope we receive the same for a long long time.
A very happy Diwali to you and thanks for making us prosperous! 🙂
Happy diwali to you too…God Bless !!!
Happy Diwali Ace Sir.. May the new year bring a lot of light into ur life 🙂
thanks and same to you…God Bless !!!
Happy Diwali to you and family . i have learnt so much from this blog – especially on lots of stocks you views have proven right in hindsight .. from what i saw in your remarks – i now refer BSE /NSE and AR more than before and not other websites and also am now writing to company as share-holder for clarification – this is something i never did before – thanks again and wish you all the good things in life 🙂
That’s great….. congrats on being a better investor and i am sure you are destined to make tons of money now. God Bless !!!
Wish you a great Diwali ACEtheINVESTORtheTRADER 🙂 thanks for helping us in becoming a better investor….
thanks and wish you the same. God Bless !!!
Dear ace sir,happy diwali to u and when will we got next “gem” from u..
thanks and wish y ou the same. not sure about the next gem
i think there is a problem with liberty.there is a company owned showroom next to my house.i have been doing scuttlebutt for some time.their quality, variety is dipping and the prices are not value for money.even during diwali time sales lukewarm.they dont have all sizes also.i think this is not about waiting for restructuring only,as sales not being there.people are no longer being brand concious.road side hawkers selling local manufacturer stuff on road at one third price,with only 20 percent dip in quality.they are selling like hot cakes.i think liberty will have to lower its prices because at the price point they are selling sales will keep going down.request your opinion on these observations.
could be a problem specific to your area, not sure if its a trend.
happy deepawalli ace sir…
thanks and wish you the same.
thanks
Dear Ace wishing u &fmly A verry Happy Prosperous New year, God bless , with warm regards Raj
thanks and wish you and your family the same. God Bless !!!
Thank you for the result update…
Hi Ace…
Your view on Bodhtree.?
sorry not interested in it.
can we expect rajoo eng be a next multibagger
what do you think?
Hi Ace, You mentioned that Prima has closed its ACP division. Although it caters to only 7-8% of their revenue , will it not affect the topline growth we were expecting with the upturn in the real estate market. The sales for the last 2 qrtrs seems to be subdued. What is your view.
how is the sale subdued ?
Sales were 19.11cr in June qrtr and 18cr in sept qrtr..where the same figures were 19 cr and 20.8cr respectively previous yr. So I think there is no sales growth qoq or yoy for the last 2 qtr..correct me if I am wrong.These are standalone figures from thre screener.
screeners hide more and reveal less. would suggest you to go through the segment wise results announced on the bse for last few quarters to understand the company better