SKS Micro came out with another quarter and year of stellar results. The earnings juggernaut continues. Great going.
God Bless !!!
Great! Congrats to all 🙂
Thanks for the update
Hi sir what are your views on Adani Ports at CMP ?
maybe at further 5-10% decline…but i think there are better stock available for a retail investor
Thanks Sir .. Actually I did not understood the reason for the fall .. They posted a good set of numbers and it is a profit making company.. Do you see any particular reason why the stock is falling like this ?
yes there were concerns on the numbers. take any research report and read you’ll understand why.
got it .. Equity Dilution 🙂 .. Thanks .. also wanted your advice on more thing .. I already have shares of cupid .. Wanted to buy more .. So is it advisable to buy with all the money I have in one go or in parts ? As it is hitting LC Daily..
buying or selling is your own decision.
can i enter at present price for long term
Congratulations Ace for SKS. What is your opinion on Indian Toners and Developers?
Your take on Ujjivan Financial Services and the Thyrocare IPO’s?
decent… but expensive
BSL on a roll Ace 🙂
Any reason or news for the volumes spurt today in BSL? Or is it just the anticipation of results leading to spurt in share price as well as volumes?
daily volumes should matter to investors…
Dear Ace Sir,
I didn’t understand your statement. Did you mean volumes should matter to traders and not long time investors?
not the daily volume spikes
Ace, your take on the Bhilwara group’s offshore holdings coming under the Panama papers scrutiny?
so what? if something is legal then nothing to worry about
Okay! Your new pick this weekend?
How are u sir,…..
after long time back ……
ur view on TRANSCORP INTERNATIONAL ….
sorry, not keen on it.
do u track Lancor holding? it recently sold land for half of its mkt cap. pls share ur opinion. thnks
sorry, not keen on it
Sir i am holding orchid pfarma at 50 ,1000 quantity. Should i exit or wait .please suggest
buying or selling is your own decision. i just give general views…
Ace, just a humble request. If not this weekend, please give out your next pick next weekend or during any other weekend. Would help all of us research the stock more and build conviction. Something that you always insist on 🙂
Last day I have gone through the results of a company ” Store One Retail India Limited”. As per the company website their business is Retail stores but as per the notes to results the business segments are Construction, Management & Maintenance service & Equipment Leasing services. They have declared bumper results. How is it possible. Do you have any idea?
Thanks in Advance
sorry, not keen on store one
Dear sir, Kindly share your views about satin credit care , who is in the same space as sks, kindly give your views if u r tracking.
no change from previous opinion
Ace, Excel crop science has exited Aimco Pesticides by selling its holding to other promoters…Is it a negative development because while evaluating the company we considered it as one of the big positives ! Though this also implies confidence of other promoters who have bought the Excel stake….Stock Price has steadily increased from around 30 level (today on UC)…I think this deserves your fresh view as stake sale by Excel is by all means an important development.
at that point given what was aimco going through a big name handholding it was a “big” positive but that is not needed now.
Long time since you came out with another gem. What is your take on Alembic Pharma and Granules India as compared to Sun Pharma and Poly Medicure? They are all leaders in their respective spaces, but given a choice which of the four would solicit your attention?
poly medi is not comparable to the names that you have mentioned
you mean poly medic is a stand out candidate?
no.i mean business is very different from the others
“Vidhi Dyestuffs Manufacturing Limited” changing its name to “Vidhi Specialty Food Ingredients Limited”
looks like step in the right direction. after sks its now turn of vidhi to change its name.
Sir whats your view on pennar ind, banco products and nocil
Sir, what’s your view on lykis Ltd for long term? Vijaya kedia is a promoter. Can we consider for long term?
not confident of lykis at this moment
Hi, ur view on RACL geartech?
sorry not keen on it.
Tirupati Development (U) secures housing construction contract worth Rs 173.93 cr
Tirupati Sarjan announced that Tirupati Development (U) , a subsidiary of the Company in Uganda received contract from National Housing and Construction Company for The construction of The Naalya Pride Housing Project comprising of 280 apartments with associated infrastructure of 26.11 million USD equivalents to Rs. 173.93 crore.
The project will be completed in a Two Phase, Phase-1 comprising of 152 units & Phase-2 comprising of 128 units.
The Company is expecting to complete the entire project in the span of three years.
When is your next recommendation out?
if you are following the blog, as soon as its out you will be notified via email
Whats your view on Lakshmi Food & Energy Ltd.
Ace, please give your present views on likely future of Ashiana,CCL Products, Kalyani Steels, Force Motors..
ccl is ok… others average IMHO. ashiana needs to improve its performance
Your Views on Concord Drugs.
Whats going on with Sankhya? the stock is tanking by the day.. Any change in the fundamentals?
a bit of volatility is always there in small caps. the stock had doubled in a month and if that was fine with you then what is the problem now? do you think just because one has bought a stock it has to go up only? its been six months since the stock was recommended, and i am sure you have done research before buying it. your own conviction would answer the question
Could you please evaluate Saregama and Dynacons Tech. Would you advise them for investment ? Thanks in advance.
saregama is ok..not keen on dynacons tech… remember buying or selling is your own decision based on your own research
sir, in this regard, how do you evaluate Shemaroo Int ? Their digital media space is rapidly expanding. Would love to hear your thoughts.
sorry not keen on shemaroo….
Have sent a friend request and also messaged you on Facebook, could you kindly accept the request.
Sir let me know whats yur view about mangalam drugs for future growth. ..can we expect good growth in topline n botamline. …
Thank you sir
Very good results by BSL Ace. OPMs almost doubled YoY. Tax expense in the current year and deferred tax credit in the previous year has resulted in a lower EPS though.
Sorry Ace I had included Other income and reduction in Finance cost to calculate OPM. Trading margins have improved by 20%
Dear Ace. Yours views on ADCC infocad. Is it worth investing. Thank you in advance
sorry not keen on it
Hi ace, any views on BSL’s results? Decent numbers during tough time? Thanks in advance.
yes decent numbers no doubt
Your views on Cupid Results ?
Seems like a Superb set of numbers.
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