SKS Microfinance
As Usual the earnings Juggernaut continues. Excellent results.
Freshtrop Fruits
Slightly subdued results, especially on the bottomline. A double whammy of poor monsoons and rising food inflation taking a slight toll along with the food beverage vertical which constitutes major portion of this quarter’s revenues.
God Bless !!!
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Hi Ace,
I have seen some companies equity keeps on increasing now and then due to the stock incentives they are giving to employees. Is it still okay to have it because for companies with smaller equity base, the impact on eps becomes significant and the kind of growth they are getting gets diluted in eps growth.
Regards,
Vinay
i am not sure that i followed the question….are you talking about ESOPs given to employees?
Yes. ESOPS and some times restricted stock units itself.
that i do not really mind…infact in some cases i treat it as a positive… unmindful equity dilution is bad, but equity dilution of this kind in my own sense is mostly treated as positive… companies should make their employees more equitable with rewards like these…
Ace
Thanks for update. What is your opinion about PFS, in case you track it.
Regards and Thanks
i am not too keen on it…
SKS has been one hell of a performer ace…
no doubt
Freshtrop is testing the patience..
well it did give rewards, and a prudent portfolio management strategy would have saved some agony but i believe in the company and pretty confident that they would bounce back in the next two quarters…
Prudent portfolio management. Ace, how we wish you could hear your thoughts on this aspect. We have gained so much from your stock stories, but we miss the exit strategy. Can you just give your views, when ever you have time and inclination. Just board thoughts. Thanks
have written sporadically about my thoughts in comments….
Thanks for Update…
sir, i have bought JSPL a couple of years back at 300…what should i do?
JSPL was in a mess but at this price, i am not sure what one should do.. its really sad…but pls try to be away from such commodity based companies.
Hi Ace : waiting for a new Cupid ltd like multibagger .
Awaiting your pick with bated breath
U r a champ .
Dear Ace, what’s your view on JHS Svengaard. It’s turnaround story?
too early to say if its a turnaround story
Hi Ace,
Your inputs on SKM at current market price. Please provide your views on the same.
Regards,
Prasant
would prefer a waterbase or freshtrop at the current junction….
hi ace can one add cybertech now or just wait for results???.. since its around the corner
depends on your own conviction…
Thank you for the update!
spenta is making about 60 lakh pair a year,with no expansion plan how growth of 15 -20 percent will come in next two years.what percentage of capacity utilisation are they working ,couldnt find it out anywhere.
pls read the stock story sir… first of all last year only they completed expansion, and secondly outsourcing… again..please read the stock story and relevant discussion on the site…
Sir,
do cupid q3 result out plz do tell…………
kindly wait for the results to be out
sir i am excited about BSL 🙂
should be…. all those who took advantage of recent decline should be happy to see the bounce back and am pretty confident of the company’s long term trajectory.
Ace ji – an interesting article appeared in EThealthworld under following headlines:
“India’s Pharmaceuticals Market Will Skyrocket from $20 Billion in 2015 to $55 Billion by 2020, says GlobalData”
thanks.
Ace bro your views on rajoo results
average results…
When comparing spent a and virat..virat looks a bit better…also higher div….ur call on both
please get into the habit of googling the blog. i have outlined atleast a couple of times why spenta is better than virat in my opinion. just dividend yield is nothing. market leadership and cash flows are the main thing..anyways, please google the blog
kindly make clear the point ‘googling the blog’. I could not understand properly.Regards K Harikrishnan
use google to search the blog
i am holding freshtrop for more than 1.5 years. every time quarterly results are publish general feeling is next 2 quarterly results are going to be bumper. lets hope management is sincere and trying hard to take company to take next level.
i am sure you had the same general feeling when the stock went up from 50-200 within months… if the “general feeling” keeps on changing with change in prices then that feeling is definitely not general… if conviction is coming from price movements, then something wrong with the conviction.
did i say any thing about price? i am too only talking about quarterly results which is erratic. without conviction i am not holding stock for so long. In fact i have added quantity at each level. having conviction does not mean we can not question management on subdued results.
well, obviously its price or else management has done well to prove its credentials or else one would have never seen the results that we saw a couple of quarters back.
no links pls but what about it?
Regarding bse filter ace ..they have removed it for some groups
not removed i think, its just that the weekly monthly quarterly and yearly filters are not present for A & B group shares
Sir , Finally BSE considered to some extent on filters . Thanks for taking Great initiative and congrats to all the blog followers .
Notice no: 20160129 – 22
yes, atleast something is better than nothing
kindly share your opinion about India Bull Wholesale Ltd. I think it worths for the moment.Regards K Harikrishnan.
sorry, not interested in that company
Please tell me what is in notice for circuit filters. I would highly appreciate your views
which notice no?
Hi Ace,
Panyam cements is going to issue convertible warrants to edelwiess distressed fund of about 7cr. Which when converted will be 5% of equity. This is the first trench of raising 98cr.
Was there any info of the purpose of this money raising?
Not sure if it is positive or negative.
Regards,
Vinay
can you please google the blog. we have already discussed this point before.
sir whats your view on trident and rajasthan cylinders
i would prefer a BSL at this point..
Ace bro your views on united spirits
decent at declines for very long term and large portfolios
sir please share your views on pidilite and upl at current levels
pidilite is decent at declines. UPL not too keen.
thanks for the update
Dear ACE sir. Market more pain this year? May be nifty more down?
difficult to say at this time