JHS
Very good results and more importantly as management guided, they are in black in this FY. Good management commentary too.
DHP
Good results by the company.
Cupid
Slightly subdued set of numbers but management confident of future as mentioned here.
God Bless !!!
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Thanq for the update
Do you really think DHP results are good if you remove other income?
yes. as the oldies of the blog know, i personally do not care about one time gains or one time losses while analyzing results.
HI for JHS Higher profit is due to one time profit booked to tune of Positive tax of 16.7 Crs, will this continue in future as without this yearly EPS should be apprx 1 Instead current one time EPS itself for this quarter itself 3.13
yes its written in the notes if you see the results about this . but as i had said, i like companies where managements do what they say.
Ace there has also been a settlement of Rs. 27.50 crores from the disputes. Great news. Not recognised in the current year as per the Audit report.
The compensation amount of 27,5 crores has been received by JHS after March 31st 2017. It will be reflected in Q1FY18 results. It is a positive for the company even though it is a one time exceptional income. It is good that the other party (P&G) has settled the amount in cash (? : will have to wait for Q1 results or AGM) within few weeks of settlement agreement dt 28march 17. Hope the company can use for capex which they are planning to the tune of 30 crores, instead of issuing further warrants or equity dilution.
Dear Ace,
How does Aditya Birla Retail and Fashion looks to you? Their choices and feel of the website is pretty nice i feel. I also know it has not done well in the past! Can there be a turn-around? Or will it be a toto failure like some of the loss making commerce online websites?
sorry, not keen on it.
Hi Ace.
JHS have kept their word. Thank you for such a wonderful stock
I have few clarification.
1) The Tax expense/(Income) of 16.79cr. What exactly is that income. I have read the notes but
could not understand.
2) Also the compensation of 27.5 cr from various disputes is not accounted in this quarter.
will that be accounted in next quarter result as exceptional items or other income.
Kindly help e in understanding this.
Thank You very much
it appears that your accounting skills need to be worked on. i would suggest one of the coursera course that i had highlighted last year. understand about deffered taxes, depreciation etc. also second point is written very clearly in the notes. also to doubly clarify kindly get into the habit of writing to CS
ok. I will go through the course.
Thanks
that will be good for you. i am sure you’ll like it. God Bless !!!
Thanks for the update
Surprised at how market is overreacting to Cupid nos. Excellent set of nos. with 30% growth both topline as well as bottomline. Whats that they are discounting ? Even the finance costs have reduced to negligible levels. Surprising. Ace, can you share market thinking on this move?
valuations catching up ….
What can be target for cupid Ltd ace? Near and long term both pls guide ace
as everybody on the blog knows, i do not believe in targets.
sorry sir I mean what can be the future for cupid Ltd going forward in coming years
i would strongly suggest you to participate in conference calls and get in touch with CS. by the way they are communicating quite a lot nowadays with press releases that gives us good indication of future. Kindly get into a habit of being self sufficient in such things – will help you become a better and informed investor. God Bless !!!
Dear Ace, what is ur view on JBF industries and SP apparels
sorry, dont track very closely
Very good results from Sankhya! As per Note 5 of the Audit Notes, the Q4 PAT has increased by 90% QoQ if one excludes the Forex loss of Rs. 264 lakhs. This would probably be because of the increased value of the Rupee for this quarter.
Any views on CMI cables?
sorry, no view as of now
Wonderful ace. you are simply best in identifying potential stocks. Regarding pressman i think market overreacted. there is no change in fundamentals and probably some correction was always coming but not no drastically. moreover management has declared huge dividend this time. future looks bright at present
hi ace , is it good time to look at deccan gold for investments.
you tell me sir.
I already have and thought of averaging.its good biz ,only thing is waiting period will increase untill they start digging.
Plz share ur view on Cenlub ind, Eimco elecon, International combustion, High energy batteries. Thanks in advance !
no change from previous opinion on all.
Hi Ace, I want to learn how to understand Lending companies especially Housing finance and nbfcs. Do you have course/books or research report that one may refer to? Also, I am eagerly waiting for your new story on the blog. Thanks
start reading research reports and AR of the related companies
Thanks. Any view on 3i infotech?
no view.