Singer India
Very good set of numbers, especially since the consumer durables revenue has increased sharply and its OPM have increased significantly. A good and stable story unfolding.
Panyam Cements
Disappointing set of numbers. One has to closely watch the subsequent numbers t understand what’s going on.
Freshtrop Fruits
Good set of numbers with food processing now consistently showing positive bottomline which is very significant for the company.
Liberty Shoes
Decent set of numbers but we do know the scheme of arrangement needs to be implemented.
Garware Wall Ropes
Good set of numbers along with positive commentary on expected growth in the coming quarters as seen by the management.
God Bless !!!
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thanks for the update
Good result from Simmonds Marshall as well Ace
Hi Ace, What’s your view on Sumeet Industries? It is quoting at 0.41 times book and market cap is 96 crs with EBIDTA for last quarter being 27 crs..Also there are some expansion plans(manufacturing capacity and power plan) which will increase revenue. I found this wile reading online version of Business Standard dated 8th Aug..
no change from previous views.
ace…frshtrop despite posting good nos in last quarters is not witnessing a significant rally even when markets are up….can u tell me why it happens with this stock specific?
there could be multitude of reasons but one should not worry too much about day to day movement and focus on earnings because if the earnings are increasing then the stock movement would follow eventually
Average results from BSL Ace
Average results from Spenta as well, Ace. Awaiting your review on all these Companies’ results.
Stable nos. from Guj. Themis & Spenta Intl.
Thanks for Update..
Ace, need your opinion on AMULYA LEASING. As APL apollow pipes merging in amulya leasing. Is this worth for long term?? 🙂
sorry, dont track.
Hi ace….do u think freshtrop fruits can be purchased at CMP
buying or selling is your own decision based on your own understanding of the business and conviction
if the performance od panyam disappointing then we have to exit\/
its your own decision based on your own assessment of the business. no need to tell me.
DEAR ACE,
BSL raw material cost has shot up by 25% without increase in the sales.All other expenses are also up.I’m missing something here??
could have also increased the inventory to be booked in next quarter. let’s see
That gets adjusted with the change in inventories. If you add up Raw material cost, Purchase of stock in trade and change in inventory, there does not seem to be much of a difference as compared to the previous quarter figures. However, what has led to the decrease in the bottomline are the Employee benefit expenses and Power and fuel expenses. We could attribute the higher expense to the expansion plan which is going on as per Schedule, as mentioned. Am I missing something here, Ace?
will wait for another quarter to understand more
Okay Ace. Awaiting your review on the results though.
And of course, your next pick as well 🙂
Dear Ace, what is your view on KDDL, AlphaGeo and Talbros
kddl and alphageo both decent at declines. talbros no change from previous opinion.
Hi ace any idea why cybertech is looking for raising of funds?
could be for expansion or acquisition…not very sure though – only company can tell us. but it surely is an interesting development and would be interesting to see to whom these warrants are issued.
Hi ace bro . Your take on water base results margins under pressure down by 283 bps yoy. They are not able to pass on the increased raw material cost. Management expects future revenues to get better and export revenues to trickle in from q2. But my doubt is will they able to maintain healthy margins in export asnd there is headwind of anti dumping in USA
Ace your view on prima results
Dear sir,
Lupin , sun pharma and cipla, which is the best for long term investment? and you view Exide ind and mothersonsumi?
best is difficult to say… like lupin and sun pharma… exide is decent…
Dear sir ,
Thanks
Hi ace your view on sphereglobal , maxventure and chamanlal setia
sphere no views…maxventue ok…not keen on chamanlal…
Hi ace do track cap first ,capital trust , satin credit and ujjivan all have come with results do yu like any of the stock
nowadays everything and anything NBFC is being rerated. take your pick. all the stocks are discussed here.
Some improvement in Q1 for Sanjivani Para.
Very good results from Sankhya!
Sir, need your suggestions on Ashok Leyland for 2-3year perspective
decent on declines
dear ace sir aimco results are out on bse please give your valuable opinion .according to my little knowledge results seem weak .rest forward to you for expert comments regards sanjeev jain
Hi ACE, Tano Mauritius India fund is selling JHS shares in open market from 5th August onwards around 1.8 lak shares till Friday, 12th August. What is the reason for this selling?
how can i tell you the reason for their selling and how does it matter?
Hi ACE, your take on Sankhya Q1 results.
Average results by Sankhya.
looks like your information was wrong. you were confident of “very bad” numbers…now in your own words its average…probably significant improvement from “very bad”
Precisely!
And moreover, the numbers in my opinion are good. YoY they seem to be lower only because of Other Income.
Dear sir,
Your view on NBCC(India) ,PRICOL ,WELSPUN INDIA and PPAP AUTOMATIVE. Which will be best for long term?
decent on declines
New pick coming today Ace?
Any views on ppap automotive ace bro
just replied
I’m holding sanjivani parenteral? can i exit or average or hold?
you should know what to do with your trade….
Ok. But market reaction was muted
Sir why there is volatility in sks share price.
what volatility ?
Hi Ace,
For Liberty you have mentioned that Scheme of arrangements has to be implemented. Are you talking about the consolidation of the business that they had planned..i think 2 years back.
Thanks
Anuj
have you looked at the announcements of the company?
Liberty is almost at your recommended level… I hope the story is still intact?
hope? what is your own analysis ?
I have seen a store closure in my area some months back and second, during this time the price is also half from peak. So a sense of negativity is around. However, during this time the price point is also attractive and again close to mcap of around 280 cr.