One could consider averaging DHP India at any further declines. The budget provision of providing 5 cr LPG connections to BPL families could potentially be a good trigger for DHP’s domestic business in the short to medium term. Further the stock is available at very attractive valuations, especially when considered w.r.t a rock solid balance sheet (debt free, high current investments and fixed assets). Remember it’s a small cap, so volatility is part and parcel of such stocks and therefore, question your own conviction before taking a call on this (or any) stock.
God Bless !!!
aceinvestortrader 
Is the management guiding for when should tendoring process begin..? Till date performance is not convincing. New geographies have not clicked yet
.
If you are not convinced then dont take any action. This is not a new stock reco and therefore would suggest anyone and everyone to read the comments stock story ARs and even talk to the CS before taking any action. By the way the company has done very well to rediscover itself as a manufacturing company in last 3-4 yrs.
Well i meant for ytd performance. So i wanted to know is management saying to participate and shall the tendor process commence. What is the view on domestic business margins as you mentioned that competitors are surprised to see how he makes it. Would they be much lower then the exports.
please research the stock. most of your questions are answered in comments throughout the blog. as i said earlier its not a new reco so please take effort on your own too.
DHP does not have a single rupee domestic business! Domestic lpg connections have nothing to do with DHP. It does not make regulators used in India.
then you have no idea of what you are talking about. Read the comments and stock story and most importantly read the ARs. Also talk to the CS of how and more importantly “why” they want to get into domestic business and what were they waiting for. God Bless !!!
Ace – your two finds, Deccan Gold & Rajoo Engg are having a good run and recovering fast. Thanks for the suggestions. Both are in good green for me.
thats great…kudos to your conviction to take the averaging call on deccan gold….you must be green on deccan gold by a good 15-20%… God Bless !!!
thanq for the update
thanks for this. I had sent an email to the CS the day i had heard about LPG connections thing and asked him about his perspective. He told me that this sounds like a good opportunity for him and was looking to bid for most of the contracts that would come in eastern part of india.
ok
Ok, got it..!!!
Hello Ace,
Please share your opinion regarding Spisys.
not keen on it at the moment
Your views on Agarwal Industrial Corporation, Ace?
Ace, your views?
no change from previous opinion.
Sir-Your views on Eastern Treads
no change from previous opinion.
Dear Ace,
Your view on Syncom healthcare, is it a takeover candidate?
dont know
View on Capital Trust and its rural small lending operations and stock price now
decent for very long term
SIR , YOUR VIEWS ON ARROW TEXTILE AT THIS VALUATIONS .
not keen on it…. also no capital letters pls
Whats your take on MIC electronics at current valuations with the LED industry in India expanding?
decent at significant declines
You mentioned DHP and it shot up with 15% today ! Are you some magician? 🙂
its not something to feel proud about i think…remember its just a averaging call
Dear ACEji,
thats true !!
There were many recommendations from our forum who were at mouth watering levels during correction . Some of them infact gave returns of 30-50% , if some one with convictions had taken the position . Ideally investors should keep watch on their bets and take position without waiting for explicit averaging call .
Anyway thanks for so many fundamentally good stocks you have suggested . Most of them are moving up smartly and giving returns, way above expectations .
Thanks & Regards,
Prashant
Dear Ace
Sent a friend request on FB , kindly accept the request
Thanks
Rahul
Dear Ace,
Your view on PTL Enterprise. Awaiting for demerger news.
Thank you
no view
Prima touching new highs Ace 🙂
🙂
Dear Ace,
Thank you for posting average call on DHP.
I still remember the time when Prima Plastics was consolidating around 70 and people were getting restless. You asked everybody to hold on. Prima at 52 week high and going strong :). Thanks and God bless.
slow and steady is a great stock for any portfolio
—-moderated no caps allowed —
sir can i purchase prima plastics at this price
your view on dynemic products
what does your own research say?
sir, whats ur view on edelweiss, allcargo,igpetro and poddar pigments…
edelweiss not keen…allcargo is ok. last two….no change from previous opinion
Ace, just a quick question on technicals. This is not specific to any stock, but generally. A stock which is breaking out after a long period of consolidation within a range and which has good fundamentals is bound to go higher, right? So, if such a breakout is followed by some extreme capitulation, does the breakout count for nothing? As in, would there be another phase of consolidation before the stock could go higher?
as mentioned numerous times earlier this blog is not focused on technicals and therefore, pls refrain from asking such questions..
Hi, ur view on South Indian Bank?
average.
Do you like Tree house education and accessories ltd?
no
sir your valuable views on windsor machinery ; sakuma exports and goldiam international .
windsor is ok…one can also evaluate rajoo engg…not too keen on sakuma and goldiam…
We hope Rajoo Engg will start it rally soon crossing its upper limits.. !!
What do you think of current valuations of SMS Pharma and Poly Medicure? I have been holding them for a few years now and would like to switch if better opportunities exist.
poly medicure is decent for long term… sms is average IMHO.
Dear ACEji,
I have a basic question on Prima’s expected EPS .
Till now prima achieved a EPS of 5 in last 3 quarters . So ideally we can expect a EPS of close to 7 for the last one year .
Do you expect Prima to report eps with drastic change than 7 or so . Since its bit complex considering, JV numbers reporting, closing of ACP division,crude price changes,inventory etc , request your kind guidance here .
Thanks & Regards,
Prashant
let’s wait for the numbers, no need to speculate. we should now be ready to see the consolidated numbers and that what will matter now…. hopefully we’ll get good earnings growth this year but as i always say, no point in speculation so near to results.
Hello Ace
What do you think of SKM Egg Products at the current stage? I hold some due to the promise it holds, but lately there have been some issues with them and the management has not been very clear in their communication.
as mentioned quite a few times in the past, i would prefer something like a waterbase/freshtrop over it
Hi, ur view on Arvind?
decent from long term perspective
how is dhanlaxmi fabrics
no change from previous views
Hi Ave, please share your views on borosil glass.
Note: already searched the blog through Google for the same.
good from very long term perspective especially for defensive investors
What is long time
above 3 yrs
How abt aimco at cmp?
do you think any deterioration has happened to business? Kindly go through the blog and comments to understand the business better. Also, pls read the AR
Hi ACe, the reason i was asking was based on news that excel crop promoters are selling their stake to existing promoters which seems a good news
ok
Ace, your next pick would be post Q4 results?
the oldies on this blog know that i dont really care about results. if the story is good, then any bad results are an opportunity in disguise. So no, not necessarily
Sir any view on ugar sugar ?
no view
🙂 thanks
Plz share your view on Narmada gelatines. Thanks in advance !
not keen on it
Ace, your views on Aban offshore?
not keen on it
Ace ji,
Whats ur view on Shilchar Technologies and Kakatiya cements for long term perspective…Thanks.
no change from previous opinion on both
sir can i know your views on Jbm auto, keeping in mind that they have entered a new business vertical of premium bus segment, whose first batch of 105 buses will be delivered to NMRC next month
stock is fine…. though the news that you are pointing out was known to market for a very long time now
yes sir i know that news is pretty old and the delivery of buses is delayed by more than 6 months as NMRC depo for keeping bus is not ready. sir do you think Jbma may get re-rated for entering the premium bus segment.
too early to think about that
Sir thanks for your valuable inputs.
sir ur view on karnataka bank.
decent one…