Congratulations to all the investors of V2 Retail who have multiplied their money by over six times in two years.Consolidation in the business and stock over and now we reap benefits of growth in both. Recent Management interview1 and interview2.
God Bless !!!
aceinvestortrader 
Patience is virtue 🙂 Kudos to you Ace!
kudos to the company and its management
Kudos to all the investors! 🙂
may i know why June quarter numbers of jhs are flat yoy basis.? after reading your nice write up on jhs ,i was expecting that it can show good growth as it has almost all major brands as customers but baffled by flat revenue.any clue?
may i know why you have not learned anything from your past experiences. you have been dismissive about cybertech and giving conspiricy theories forever. the company has started living up to potential and giving good results and you were still cribbing. stock price has more than doubled since you started coming out with your theories. As i keep saying, people who live and die by the quarter have a very small life and those who go with the trend have a very “large” life. JHS is not for someone who is short sighted and is not interested in looking at the trend of the business that is developing. Also for any doubt please get in touch with the CS. I personally have strong sense of belief in the business and management of the company
Congrats to all
wow! it is coming sooner and faster than expected. ACE, can i say balle-balle? 😀
🙂
Hi Ace…any new picks? How do i get to know about your new picks? I have already subscribed for the feed directly to my email. Is JHS your latest pick?
hi. you can “follow” the blog by clicking on the follow button which i guess should be visible at the lower right corner of the blog.
Thanks Ace! 🙂
Hi Ace,
Your views on The India Cements Ltd.
decent one but would suggest a small investor to also check on the names suggested on this blog in the same space.
Dear Ace ,
This is a great pick .Please accept my Congrats and Thanks. Keep continuing the good work. Your investment views, reminds me below Warren Buffet Quote.
“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett.
Congrats all friends who holding V2Retail. Let our company grow to to new height.
Dear Ace,
I would like to know your views regarding buy back offer of infinite computer. what could be possible outcome when promoter already own 75%. Do you feel small investors will be at receiving end as promoters will be able to delist shares at cheap valuation. Views of experts like you help us a lot in making important decision.
sorry, not keen on infinite..
Ace your new pick coming this weekend? Sorry for asking repeatedly, but I guess I speak for everyone else who reads this blog as all of are earnestly waiting for it 🙂 have you been extremely busy lately Ace?
should be coming very soon.
Okay 🙂
Thanks you sir ! V2 is one of the brightest spot in my portfolio , all kudos to you .
what’s you view on Godavari Drugs at current price. It has come down almost 50% from its top. I always find it a good company for long term, do you think its a fair price ?
no view on godavari at this point in time
Ace, your views on Sanghvi Movers please…. Though the sector is yet to revive this one seems to be undervalued with improving financials.
decent at declines
Hello Ace, Your view on Kellton Tech and Persistent.
not keen on kellton….persistent decent for long term at declines..one could also consider cybertech
Thank You Ace.
hi ur views on lycos at this price
sorry, not interested in lycos
Your views on bpl ace bro
well, i have no idea why market is giving it so much value. clearly they know something that i do not know. though technically its good. i would rather prefer a sharp at this moment giving the open offer and much better visibility.
Recently there t.v. sets and washing machines have been getting very good response and reviews Flipkart. They have also started selling health apparatus and emergency lamps also.
yes, this i know and its pretty well advertised by the company in the markets though i am not sure with health appratus being sold by the listed firm. neverthelss, since the online sales are normally done in severely discounted mode i am not sure of the cash flows. Therefore, i am not sure of the 270-280cr market cap for the company. i would rather loook strongly at foxconn now…std disclosure applies for BPL though.
And also, shouldn’t one be mindful of the revenue shared with flipkart in this case?
that could be treated more like a commission… anyways, no point discussing bpl anymore.
Of course, yes. But I was talking about the cashflows in this case. That could further dilute the cashflows to BPL as the commission could be based on the sales. And yes sure Ace 🙂
Thanks for V2 …small question – i have generally struggled to find a good website/data source showing price and volume movement – numbers and graphs which i can use — any suggestions .. have already checked most google results so it will be great if u can guide
i have my own custom made platform that i have sourced from nse/bse. you can get the data from the exchanges.
Hi Ace, in the JHS stock story you mentioned that they are working with Colgate. I could see other names dabur, patanjali etc… but not Colgate.
website is very old and not updated properly. you can even see their old dr gold mentioned there. please get in touch with the CS or watch the interviews to clarify your doubts.
And one should read the AR as well.
absolutely …
Dear sir,
V2 retail for long time views please
what’s your own assessment?
Great Going…!!!
Dear Ace,
What us your view on Nirvikar paper.
Thanks
sorry no view
hi ace yr view on sharp india can i expect delisting offer after completion of open offer is it buy at current levels
we can expect anything we want but whether we would be obliged or not is another question altogether. in any case i think there’s a reason to be bullish
Ace do you think the situation of Welspun would raise questions on the quality of Indian textiles and fabrics over the globe?
no
Ace what is your view on Trident Ltd?
decent as mentioned numerous times in the past
Sir please share your views on nucleus software especially on their mobile payments software products and it’s long term potential.
Also on intellect design arena. Thanks in advance.
nucleus and intellect design both decent.
Your views on Amararaja and Motherson sumi
amaraja is decent for long term. not too keen on motherson though
A long term investor in stock markets
Dear Blogger
may I know what are your key point basis on stock selection and when do you post new stock picks!!
thanks
Harshit
my philosphy is already discussed on the blog in comments. please go through it. also there’s no time table i follow for posting any new stock ideas. i blog as a side effect of my passion for stock markets so if i find something exciting and have time i post the stock story. if you want to be notified, you can choose to follow the blog. God Bless !!!
Dear Ace,
Your views regarding the sensex valuations ,given the sharp rise in couple of months.
never ever worried about sensex valuations as mentioned earlier. We have so many examples in front of us that prove the theory of sensex valuations viz-a-viz small caps as irrelevant.
Thank you very much ace
Your detailed analysis is very helpful
Sir your views on Donear Industry.
decent on significant declines.
how is somany ceramics for long term
decent for long term
Hi i have invested 20 percent of my savings on Tanla. What is your view on it?
no point in asking after taking the plunge.
Should i book losses or should i hold it for some time
its entirely your prerogative.
I am a layman please tell me to hold or book losses in clear terms please.
sorry, i dont do portfolio management.
Now Basant Maheshwari holds a stake in Cupid 🙂 You have always been way ahead of others, Ace! Be it Prima, Cupid, Vidhi or Cybertech! All are in the limelight now while it has been ages since they caught the attention of your observant eye. You have been the best teacher for me during my small investing journey. May you shower us with more of your knowledge in making us become better investors 🙂 Thank you for everything Ace 🙂
thanks for the kind words. but please understand that it does not matter who discovered the stock first. what matters is that , more the number of people backing the story, better is the visibility and help in re-rating.
No doubts on words.Ace sir you deserve these kind words…. it not about money sir its about humanity.
Good going ace..
Dear Ace, Ur views on Snowman logistics Vs VRL logistics.
what’s your own assessment ?
Although I am a novice but feel that snowman will be better as compared to VRL.
ok. not keen on both at the present valuations.
Hello sir need your view on “fiberweb india ltd” as they have come out of BIFR and settled down their debt nicely and recently added some new products in their product list.
sorry not keen at this point
May i know your points which making you to not keen on “fiberweb india ltd”….. we could learn something by your views. That will really helpfull Ace sir 🙂
ofcourse not. as explained the rationale in 2014, i will never ever give my reasons behind liking or dislike for a particular company.
And please make us understand the difference between you ‘picking a stock and explaining its story’ and whether you ‘like it’ or not. It would clear most of our doubts Ace. A humble request.
its already explained multiple times in the past. please go through the comments. no point repeating same thing again and again.
Dear Ace,
What is your view about SKM egg. Do you think revival is on the card ? i am hoping it will regain its glory in coming 2-3 qtrs ? please share your views.
as mentioned earlier. not keen on it. would rather prefer other almost similar stocks like freshtrop/waterbase etc.
how is emmbi for long term especially with their r and d being recognized by government
decent for long term on declines.
Dear Ace…its wonderful being to your blog. you are exactly recomm. the kind of stocks i was looking out for .Can you guide on FCEL ..Future consumer Enterprises…lot of buzz of future story ..as big multibagger …thanks in advance
as mentioned earlier this is a decent one for long term but i think one should also seriously consider jhs looking at the valuations…
what is your view on UFLEX..?
average IMHO
—–moderated—-
links not allowed
Was my comment offensive in any way Ace? I’m really sorry if it was.
dont worry about it.
Hmmm
Your view on welspun and delta corp?
no change from previous views on both
Your views on IVRCL? Thanks!
sorry, not keen on it.
Whats ur view on kirloskar ferro ace.
sorry dont track
Prima is a rockstar Ace 🙂
🙂
Ace, Which Direction Prima is going.. 😀🤔🤔…Thanks !!!
🙂
Gud morning Ace,
I have decided to be a long term investor with adequate risk taking attitude for multiple gains. May I request you to suggest few stocks for me.
good. now look at the stock discussed here and choose the business you understand best.
Hi Ace,
Hope things are good at your end.
I find JHS very interesting, only fly in the ointment IMO is the court case they have with P&G. In an unfortunate event of losing the case they would need to shell out 206 crores (shows up in Contingent liabilities) which can have a massive impact on JHS as that is twice the amount of their annual sales.
How do you usually factor such a risk in your investment thesis?
Thank you for sharing your views and knowledge.
Cheers!
Niranjan
these things are already discounted in valuations. first of all, if at all the case is decided “today”, the present networth comes into play. so 1. the case has to be decided. 2. it has to be decided in favor of P&G. 3. even if 1,2 plays out, the company can always contest this in higher courts. This is precisely the reason i am not even counting the positives if JHS wins the case for 600cr… because that could also be contested by P&G. Any business is about odds. odds of how well a business can do, i.e. returns vs capital invested and therefore potential loss of capital. These cases have a huge shelf life and chances of P&G winning along with company not contesting along with all this happening till the networth is not significantly higher is very less as compared to returns the business can generate. I also feel that the management has learnt its leassons and have done their SWOT analysis pretty well and that’s why they have again invested huge amount of money to revive the company. Otherwise they could have very well left the company to die as unfortunately a lot of other promoters (well advertised) have done. By the way we already have a distressed company that has generated huge returns for its shareholders despite having massive contingent liabilities – V2 Retail. Its all about odds in investing and if while researching one has taken all the possibilities to arrive at odds and now, if these odds are in favor, then it becomes a winning bet. in my assessment i have not taken the positives that could come by winning the case. also pls dont forget that in this new avataar a lot of large investors have put in money and these investors would have had that contract analysed by their own battery of lawyers before they would have decided to invest. Anyways, this is just my opinion and i could be wrong. Let’s see how it plays out.God Bless !!!
So true! I was about to quote V2 retail before I read that in your message 🙂
Thanks ace. Yes higher shelf life of court case and contesting In a a higher court argument kinda makes sense.
I was particularly impressed by seeing the annual report. Very high probability of JHS making it big imo.
Cheers
Niranjan
true.
Hi Ace,
What are your view on the new Designs Cupid is coming up with like Cupid 2 and Cupid 3 ? would that help in revenue generation and increase in profits ? And also your valuable views on the Female condom industry specially in the Developing countries as the cost is very high compared to the Male Condom.
And do you have any clarity on the order book after FY 17 ? ,, Thanks a lot in advance sir.
i have already expressed my views on the designs a few weeks back. kindly see that. moreover, the company is conducting regular investor calls, kindly participate. it would be helpful.
Your views on jauss polymers ? ……
no change from previous views
What is your views on Patels Airtemp?
decent
Hi Ace,
Request you to pls throw some light on Fineotex Chemical at current levels.. decent valuations, more than 400 specialty chemical products, debt free and decent returns. Technically is it a good time to be in the stock ?? hold or sell right now ?? Regards.
no change from previous views
Aceinvetsor, I am holding den from 120 rs can you please suggest me if i can hold it for long term or sell it loses now?
sorry, not keen on it.
Hi Ace
What is your views on Vguard industries and kitex textiles.
Thanks
decent for long term. no view on kitex
Sir,
What is your view on Idea Cellular?
Thanks
not keen on the sector
Dear Ace,
What is your view on Supreme Tex Ltd and Ashok Leyland??
Regards
Vivek
no change from previous views
Dear Ace,
Request your view on Rallis India & Ducon Infratechnologies.
Thanks in advance.
Regards,
Harshad Mehta
ralllis decent… ducon no view. would also suggest an Aimco if looking at rallis
I appreciate the skills of aceinvestortrader. JHS looks attractive.Can you analyse the Udaipur cement works, recently out of BIFR, going to take off, with high skilled management of JK lakshmi
-S.N.Mishra
no view.
Sir,the company Udaipur Cement works Ltd is-
– out of BIFR from Jan2016,
-presently doing grinding job work for JK Lakshmi cement,
-JK Lakshmi holds 75% equity, equity after conversion ,equity exceeded 75% which as per SEBI norms sold , which was taken by the Morgan
-clinker manufacturing facility will be started in Nov/Dec 2016
-, 200 acres of own mines ,
-co already in profits with share price of Rs 16 makes it attractive & can be a multi bagger
I have joined the platform yesterday only & do not know much about the systems, but if possible, can it be analysed by the ACEINVESTORTRADER Team ?.
what team are you talking about?
Dear ace,
Please share your views on Alpa lab and Gufic bio. Can we enter Cybertech at this level or wait for some decline. Thanks. Dipu
buying or selling is entirely your own decision. please have a look at stock story and relevant discussion on cybertech, build conviction and then take a call depending on your own risk profile.
Your views on r system international
decent….
Ace why wasn’t my comment posted?
far too many comments to be moderated. posting only those comments which are unique “queries”. kindly understand this blog is a side activity for me and i have limited time to devote to it.
V2 is rolling on new recent highs. Congrats Ace!
its all because of the hard work of the company
sir, please share your view about ‘galaxy entertainment ‘ with a long term view
no change from previous views
Dear Ace, I have a doubt that I wanted to ask you for the longest possible time. Like you I too am a part-time investor and have limited time. The ease of screening tools means its relatively easy to get a shortlist of 15-20 interesting stocks. How do you take the 15-20 shortlist and zoom into the 3-4 that need deep study. This is where I have struggled because of time paucity.. Thanks in advance for any advice
have already said, that i have created a custom made software platform that helps me analyze and keep tab on companies
Just curious you designed the software by your self?
whatever i have.
Sorry I didnt mean to doubt or offend you, i was just asking as i am in programming side thats all.
oh no. not offended at all. dont bother pls. God Bless…
Thanks 🙂
Sir u have recommended good stock I want to know u r view on pioneer embroidery and Patel airtemp
no change from previous views
Ace…. Thanks for all views and great analysis.
What’s your views on Basant agro tech – seed and fertiliser play.
Secondly – pratibha industries.
sorry not keen on both.
sir, i am holding ‘bambino’, whether it is worth for long term or shall i switch to jhs and fcel? kindly advise.
buying or selling is your own decision. my views on jhs are clear
Dear aceinvestortrader, recently I came to know about your blog.very interesting. God bless you.
Hello aceji,
Following from today read your earlier posts & conversations.good work by you.Eargerly waiting for your future posts.
Thanks & regards,
E.Balachandar.
Hi ace,
Do u know at what price promoters are issuing warrants to themselves in V2. Is the price at EOD of the board meeting??
there’s a very clear sebi rule on this.rule is – the equity shares shall be allotted at a price not less than
higher of the following:
(a) The average of the weekly high and low of the closing prices of the related equity shares
quoted on the recognised stock exchange during the six months preceding the relevant
date; or
(b) The average of the weekly high and low of the closing prices of the related equity shares
quoted on a recognised stock exchange during the two weeks preceding the relevant date.
Hi ace,
Just to follow you.
Happy Ganesh chaturti and happy teachers day to you Ace 🙂
Thanks and wish you and your family the same. God Bless
What is your detailed view on Sterling Biotech?
detailed view?
Dear Ace, Happy teachers day and happy ganesh chaturti. 🙂
thanks and wish you and your family the same. God Bless !!!
Sir …good morning
I m very much convinced about sharp india …coz of mnc promoter n a unique brand …n also presence of u …bt sir wanna ask a question to yu sir the main trigger in sharp india is only a open offer n may be a delisting offer or any other. …..sale is down in last 2…3. Quarter. …
open offer is not at all the trigger. the trigger should be the plans that foxconn has for sharp. foxconn is the right thing to have happened to the company IMHO
Sir pls don’t u mind why sale drastically down in 2015 compare to 2014 in sharp india …..any reason …. planning to invest in sharp india haven’t in my dp so I can’t ask with company coz they ask for dp holdings ……..
No doubt sir it can grow business dramatically..
i think you have not researched at all. sales would obviously be down as there were no orders from sharp and that again was because on the background the takeover was going on. I would strongly suggest you to go through the news associated with the developments. All this is discussed on the blog so kindly go through the comments and due your own diligence.
Happy to see V2 in triple digit (CMP Rs.101.25/ 52 weeks High.)..way to go. Excellent pick Ace. Thanks you again.
Ace bro Belated Ganesh chaturthi and teachers day wishes.
Your views on good year India ace bro
thanks and wish you and your family the same. God Bless !!!
Dear Sir,I am impressed with your analysis power, I am also a small investor & searching multibaggars, As per my analysis, Udaipur Cement Works Ltd,can be a multibaggar, it is out of BIFR, already in profit(small), expansion of clinker project shall start production in 2-3 months I have discussed earlier on this platform,Can you comment on it , can it be a good investment ?
have already replied on this.
Dear ACE,
Could you guide us on some method/strategy/blog post as to how to deal with portfolios in such times – when the market is nearing its all time high in PE terms. It is bound to correct from here.. how to manage the portfolio..
Will be highly obliged.
Thanks.
have already given my views on this multiple times. please search the blog
Dear Sir, what is you view on Shirpur Gold
sorry, not keen on it.
Dear Ace,
Want your inputs regarding Sanjivani …its down drastically .Can this be used to average ?
have already given my views on this while giving the results update. dont think stocks needs minute by minute monitoring.
Dear Sir, I just learned about your blog. When are you posting next idea? also, is cupid and v2 retain is still a good buy at current level?
buying or selling is your own decision.
Hello Ace,
Your View on SNL Bearings
As Per My Analysis it has Good ROE,Operating Margins, Promoter Holding Increasing (74% Now),Less Debt,Dividend paying Company ,Decent Sales and Earning.
no change from previous views
Hello Ace,
Why Rajoo is not moving. Will it ever move? Is it safe to hold positions?
Thanks,
Guru
once the business starts improving…
Hi Ace, do you plan to post a new idea any time soon? have been waiting eagerly 🙂
Thanks
you can choose to follow the blog
Hi Ace, Whats your view on Vedavaag systems? Thanks
no change from previous opinion.
hi ace i have a doubt regarding sharp india as per shareholding on bse sharp corporation is already having 75% stake in the company so who is taking over the company i am not able to understand ,
please take a look at the announcements. also look here ->http://corporates.bseindia.com/xml-data/corpfiling/AttachHis/2F6E2596_374E_43E6_90E6_14BEEEEED3FB_104453.pdf
Hi ace bro good news for water base. Tailwind have started for this sector. Hope for good performance by the company. Hope there is no flood this time around.
Link for the news http://wap.business-standard.com/article/economy-policy/us-cuts-anti-dumping-duty-on-our-shrimp-import-116090800960_1.html
yes, read that. good news for the sector
Hi SIr,
What are your views on ICICI Prudential Life Insurance Company Ltd IPO.
They are planning to offload 12.65 % shares at the price of 5000 CR which would give it an Market Cap of 39525 CR at the P/E of 23.91.
Not sure if the figures are correct because I have calculated them myself taking into account that there previous years profit was 1869CR.
Do you find the IPO to be Expensive ? Or is there money to be made.
not keen on IPOs
hi ace is this the right time to buy max venture for long term
depends on your own conviction. also buying and selling is your own decision.
hi ace are you tracking uv boards
the answer to this question is pretty well known
Sir,
Any new recommendations you will be posting.
you can choose to follow the blog to know about my thoughts whenever its posted.
Hi, ur view on Shree Pushkar Chemicals and Fertilisers?
no view as of now
Hi Ace,
What is your view on Vivimed Labs?
decent…
Whats ur take on pricol,jamna auto, banco products and rico auto and the auto ancillary sector in general
the sector in general is good…
Ace why has the market given a relatively lower PE to Siyaram while Raymond quotes a much higher PE? I observe that Siyaram has grown pretty well over the years and has been profitable as well. Am I missing something here?
PE is not decided by a fixed formula and has a variety of factors that could influence it. google more to increase understanding on it.
Vidhi looks at strong support around 52 which has been the 29Feb16 lows, when the nifty was 6877, Descending triangle also being formed !
ok
Plz share your opinion on Tourism finance corp ltd. Your Gut feel reg whether Nifty takes U turn from 9000 to 7000 or 9000 Breakout reaching 10400 !!! Thanks in advance !
Tourism finance decent for long term
I want your advice on the following stocks:
1. Sal Steel 2. Sanwaria Agro Oil 3. Andhra cement 4. 3i Infotech 5. Pil Italica Lifestyle.
Please guide me whether these are investiable for long term.
1,2,4 not keen. in cement i prefer the names discussed here. pil italica – no change from previous opinion.
Thanks for guidance
Hi Ace,
Guess will learn a lot from you,
hopefully we both will learn from each other. God Bless
hi Ace,
Your views on NRB Bearings ?
decent at significant declines
Thanks for the update. So at current level you find it to be expensive ?
not sure what part of my answer was confusing.
hi ace is pil italica a buy or avoid at current levels hope to receive either buy or avoid reply from you
no change from previous opinion
Dear ACE, your view on MBL infra pls.
sorry, no view.
Dear Ace, what is you view on Stanrose Mafatlal Investments & Finance Ltd.
sorry dont track
Hi Ace,
Requesting your reply on my mail.
Hi ace,
What about granules India is it good for long term
decent for long term
Dear Ace, your views on Sanghi Ind please. If it can b held for 3 yrs.
decent for long term.
Hi Ace
Could you pls share your views on Auto Ancillary sector in general and Steel Strips Wheel and UCAL Fuel systems in particular.
Many thanks
as mentioned a couple of days back, the sector is good for long term.
why tano selling jhs if co. started making profits now,is there anything negative that we me not aware of??
dont think answering the same question every second day would change my response.
Thanks Ace. But do you follow the above mentioned stocks?
yes
Ace, Cupid will trade in NSE from tomorrow
yup came to know. good thing.
are you still positive on Sankhya Infotech?
what about your own take
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discussing or referring other blogs/sites are not allowed here.
Hi Ace, The much awaited news of NSE listing is done. Cupid on Upper circuits.
🙂
Dear Ace,
I am new to this blog. Just started reading and wanted to know few details.
1) is there any specific schedule for announcing the new stock recommendation?
2) I did not see CMP(Current Market Price) of the stock is not listed, in the stock recommendation. Providing CMP, would eventually help new followers like me to understand how the stock has performed.
Thanks & Regards, Ravi
1. no. 2. how does it matter how the stock has performed. i am not here to “market” the stocks i discuss. one should look at the stocks discussed and take that as a headstart for their own research and see how their conviction develops. This blog is not a service and just a hobby of mine so do not expect any blind takes. Please try to develop the understanding of the business rather than taking the blind route
Hi ace,
Thanks for your view on granules india
What about TV today network is it good for long term.thanks in advance
decent
Sir,
Eagerly awaiting your new high yielding recommendations like Cupid.
Plz share your view on Ducon Infra ! Thanks in advance !
no view.
—–edited—–
not keen on SME listed stocks
Ace sir, Maneks have increased their salary to double form previous year and commission to whopping 5% from 2%. This will damage the bottomline for a longway to come found in AR. Need your view on this sir.
are you talking about vidhi ?
Oops sorry sir, yes i was talking about Vidhi……”Maneks have increased their salary to double form previous year and commission to whopping 5% from 2%. This will damage the bottomline for a longway to come found in AR. Need your view on this sir.”
well, ofcourse they are trying to reward themselves a little to generously, but saying it will damage the balance sheet is a long shot. they have done well to earn this. look at the performance of the company on operating metrics in the last five years. having said that ofcourse, 2-5 is a little too generous 🙂
Dear Ace,
What is your view on Divyasakti granite and ION exchange
divyasakti…not keen…ion is decent
Dear Sir,
What is your view on AXISCADES
decent for long term.
Hello Ace ,
Your View on JYOTHY LABORATORIES LTD(MIDCAPCompany),Broke Out Life Time High Today.
My Analysis:Positives:Decent Top line and Bottom line,Good ROE(Not as Good as Compared to Peers),Good Cash Flows,Dividend Paying Company
Negatives;:Long term Debt is High(But can Be managed,if Growth is Sustainable),Dividend
Payout Ratio Coming Down.
CFO is less than PAT.
And ACE,Could you also please give your view on ADCC info (BrokeLife time high)
Postives; GoodROE andOperating Margins
Negatives: Negative Cash Flows and long term debt is higher than the Market cap of the company itself),but the Business of this Company is Unique,
jyoti average…. not interested in ADCC
Ace
Your view on Bhagiradha chemicals a microcap
sorry no view
Dear sir, kindly provide your view on LLOYD ELECTRIC.
Is it a decent one for investment?
Lloyd electric is also planning to demerge consumer durables biz . it will call for a rerating and value creation. your opinion/view pls.
as mentioned earlier, its a decent one for long term.
thank you.