Cybertech
Very good results and good numbers continue to pour. It looks now the company is delivering on the massive potential it has.
JHS Svendgaard
Very good set of numbers by the company and what is more heartening is that the management seem to be walking the talk as this quarter the company has shown a positive EPS number after a long time, confirming the revival and this is a key takeaway.
Mangalam Drugs & Organics
Good results from the company with positive commentary from the management. If the management indeed does give 15-20% growth in this FY, then coming quarters could be very interesting and as per the management the new unit is coming onstream by Nov/Dec.
God Bless !!!
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Thanks for the update
i thought it would be the new pick 🙂
will try to post it tomorrow.
Hi Ace, as per this msg, do not know If i have missed any new pick post JHS?
Thanks bro
Hi Ace,
Happy with JHS numbers, but it’s pretty early to say “very good”. They turned into green at bottom line, mainly because of absence of exceptional or extraordinary loss, which had been there in past quarters. At operating level, it’s still at loss.
But I do agree, this quarter would be the inflection point and is sure poised to turn into profit now. And of course, if we are thinking long term, this is a good beginning.
I guess it will correct a bit and I will grab opportunity to enter into it. Missed it when you first posted 😔
the results are very good IMHO as it exceeded my expectation. I was not expecting a positive EPS in this quarter but since it has come, i will tend to believe what the company is saying and this increases my confidence in the company multi-fold. But importantly, this is not a one quarter story and i would look at the earnings trend rather than live or die by the quarter.
Hi Ace,
I was wondering about tax implications of GST on JHS. They enjoy tax benefits for being in Kala Amb (HP). With GST, is this exemption slated to go away? Broadly speaking, how would the companies in SEZ be impacted? Can you please share your thoughts.
Thanks
there’s no specific mention atleast on the draft, therefore, its likely that for non-it company they will have to take for refund which increase compliance cost, and in short term needs good working capital management BUT the cost saving because of income tax required to be paid and freight savings is huge and therefore, all FMCG companies (barring i think cola) should benefit immesely.
Sir can u pls throw ur views on today’s fall of Sks…
its very well documented in every news paper and news site. its because of an equiry on first leasing for which the arrested official was part of… its for previous employment
Im new to your blog and found several amazing stock picks.. To be frank I had never heard of JHS Svendgaard, but after looking at the company and its potential, i was amazed by your knowledge on indian business environment. thanks for your time and posts. I have started adding JHS Svendgaard in small amounts for a long term.. cheers…
ok thanks for the kind words. also pls do not disclose your trades on the blog its not allowed.
sir wanbury announced successful USFDA audit… i think this is great news.
yes. that’s big news
Associated Stone will declare bonus on 6th August.
yes most likely.
sir your views on gabriel india
decent…
Ace your new pick coming tonight?
sir, cybertech is looking very strong
ok
when is prima declaring results?
you can check such things on the bse website
cupid is mentioned in forbes asia’s best under a billion list….great find ace….congrats.
yes, and here’r the link..http://www.forbes.com/sites/anuraghunathan/2016/08/04/indias-cupid-is-a-rare-company-making-female-condoms/#616da642ccfc
Your views on magna electrocast and patels airtemp ace bro
magna, no change from previous views. patel is decent
Ace bro, I thought u were supposed to come with a new pick 🙂
Your view on edelweiss financial?
good for long term
Hi ace ..Your views on Asm tech
decent at declines
ace…kellton tech has posted good numbers….ur views on this?
no change from previous views
whats your views on jubilant industries? is it good buy now ?
decent at significant declines
Ace a little heads up on when you’re gonna post the new idea would be nice 🙂