Gujarat Themis
Good set of numbers from the company with OPMs improving quite a bit. The balance sheet has improved with debt also reducing significantly. Good going.
Cupid
As expected excellent numbers by the company. A detailed note sums up the entire good news pretty well. Great going.
BSL
Good results by the company especially considering the tax expense vs the tax credit that happened last year. The company has also recommended a dividend of 1.2rs.
Sahyadri
Poor set of results though comparatively, its much better performance on the operating margins but finance cost has increased considerably.
God Bless !!!
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Hi Ace,
Credit Analysis and Research? any view
its decent…one should also evaluate crisil
Ace, with regards BSL, how come the topline is missing the effect of the huge order that it bagged from IKEA? Am I missing something here?
its also depends on when they account for the income and how. please get your doubt clarified from the CS
Yes I have mailed him already Ace. I wanted your take on it. And revenue recognition should be once the service is complete or the goods are delivered and all risk and rewards are transferred. What do you think might be the reason for such non recognition in this case? Just your take on it of what it might possibly be.
who said the order is completed ? also the revenue recognition will depend on milestone payments which basically means depends on the contract. No company will tell this to anyone as its internal details.also, there’s no separate segment like this so all this would be bundled with total income. The CS is the only authority that can answer you or you can wait for the AGM
Ace, is there any auto or auto component/ancillary stock that you like?
you can check the blog for this
Dear ACEji,
thanks a lot for posting results quickly .
Cupid is going to conduct Earnings call tomorrow(mentioned in results) and they gave dial in no for conference call . Nice see cupid is doing everything to win investors confidence .
Thanks & Regards,
Prashant
true…
Excellent results by Gujarat Themis. Long term loans also reduced substantially. Congratulations on your stock pick.
yes. updated the blog with the results too. thanks.
Thanks for the update
Hi aceji, ur view on Tata Coffee,Siemen. Thanks.
tata coffee not keen…siemens is ok
Dear sir your view on vidhi at current price
https://aceinvestortrader.wordpress.com/2014/12/15/vidhi-dyesstuff-manufacturing-ltd-the-mightiest-in-its-business/
Ace bro, your views on Sanjivani at current price.
what matters more is investor’s own views
Dear Ace,
Your opinion on Emmbi Industries?
Niche segment, promters seem good, Recent R and D status for tax concession ; all positives for the business..
decent at significant declines
Hi, ur view on NMDC and ONGC?
sorry not keen on both.
Hi ACE, Any new stock idea this month?
stay tuned.
Dear Ace,
Your opinion on Spisys please?
no change from previous opinion.
Hi ACE, How do we know the tax expenses will come down for BSL in the coming quarters?
why would we ever want the taxes to go down???
Dear Ace,
Your views on Aimco results. Operating losses but other expenses are high
Dear Sir, how about kg denim..??
not tracking closely
Great results by Mangalam 🙂
Yr view on mangalam results