Bharat Financial Incl. (SKS Microfinance)
Very good results as usual by the company. Here the company update !!!
God Bless !!!
Thank you for the update
Thanks for the update and your time Ace! You Da Man!!!
Ace, two of your finds, viz, Rajoo engr & Associated stone, had a stellar performance today, after a long period of consolidation. Hopefully, with the economy showing strength, these two scripts should achieve their true valuation. i suppose they made a good auspicious beginning today!
Ace Sir, What is your view on Trident Ltd?
as mentioned numerous times in the past, its a decent one…
Sir…What is your view on Medicap?
no change from previous views
Respected Ace Sir, your find BSL has been showing a lot of volatility. It has not been able to move beyond 92 thrice before. How do you see it going forward?
looks like you are more worried about the price than the business performance
Sir.. have learnt from you that price follows performance. Volatility provides an opportunity to make money. Hence, asked you opinion. Anyways thanks for reply.
so nothing to worry then…
Can i get your feedback on datamatics
sorry not keen on it.
What is your take on ballarpur industries ltd,(bilt) the paper giant especially in these times when the Indian paper industry is witnessing turnaround due to demand supply mismatch?
sorry, not keen on it.
Hi ace bro any views on ifb agro industries
VIDHI and CUPID are crowning jewels among your picks.
sir view on Aro granite, is it good to hold, please advice me
buying selling or holding is your own decision.
Your view on Acrysil Ltd?
decent at significant declines
Appreciate your prompt reply. Also, Tata Elxsi is showing better and better results on quarterly, half-yearly or annual basis… However it is going one way downside since this year beginning. Any thoughts on the same…
no change from previous views.
Hi ace ,
Any view on Mayur uniquoters
Your view on Magna Electro
I wanted to get your view on Arman Financial Services & Satin Credit Care. I hold 2 large-ish mid cap NBFCs which have turned multibagger over the last 18 months. I wanted exposure to some small, high growth MFIs. Seeing your experience w SKS/BFI, I was hoping you could share your views on either or both Arman Financial Services & Satin Credit Care.
both decent… but one should be comfortable with valuations…
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