Sahyadri Industries
Excellent set of numbers. Looks like demonetization is working wonders for the company and they seem to have found their mojo in terms of operational performance. Great Valuations too.
Rajoo Engg
Subdued set of numbers, but we know that promoters have taken warrants so probably they expect something positive in future.
Mangalam Drugs
Decent numbers given the pharma backdrop.
Ambika Cotton
Good numbers and a steady compounder. Difficult to go wrong here.
Shri Keshav Cements and Infra
Very good set of numbers. Strong growth and great valuations.
Sankhya Infotech
Again good numbers . The valuations are juicy and looks cheap.
Pressman Adv
Decent numbers.
God Bless !!!
aceinvestortrader 
Thanq for the update
Sahyadri industries results are for the period March to June 2017. (prior to GST rollout). I feel the effects of GST is to be seen in results of coming quarters. Could you please clarify if my understanding is correct ?
Right, i have corrected it. Had demonitization in mind while writing it. By the way GST will also be a big tailwind for the company .
Hello
Is there a whatsapp group I can keep touch with you on?
no. this blog is the only thing that i am active on.
sir your views on pressman results. looks like below expectations
Shri Keshav Cements and Infra is it cheaper to buy now?
cheaper? not sure i followed you
Ace ,Can we buy sahydari for long term?
buying/selling/holding is your own decision. I have given my take on the results, rest, there is enough material available on the blog and the ARs. pls go through them and build your conviction.
ACE,
Happy Independence Day to all Indians.
same to you and all are fellow patriots.
Hi Ace!!
What are ur views on
Texmaco Rail
Gpt Infra
Bala ji tele
Arrow green tech
decent at significant declines…no view on gpt
Dear Ace ,
Please provide your result analysis of JHS Svendgaard. Thanks
Regards
Manish
I am new to your blog sir…eagerly waiting for ur next stock…
any new script you would like to discuss or mention
you can stay tuned to the blog
hi ace ur view on tyche industries
sorry, no view.
Dear ACEji,
hope you are in good health . Our V2 retails is climbing new mountains everyday . This is amazing and thrilling journey of the conviction . These gains are no less dream for small fish like me . Heartfelt thanks for so many GEMS like Cupid, Prima, V2 , Vidhi … and list goes on .
Thanks a lot for your selfless service, guidance , teachings .
Best regards,
Prashant
congrats on your conviction.
How is Ujjivan at current valuations
sorry, not keen on it.
Sir, Asian oil field promoter are getting lot of order. Does it look more attractive than alphageo
both are decent at significant declines …..
Just for knowledge.
Which company performs well in price, company A which is showing good numbers from long time, has low PE & Good management or company B which for which new management is bring lot of order but still equivalent to company A & is yet to show mumbers.
The point is one is value pick vs. other is growth pick.
Recent decline in alphageo of more than 30%….is there any reason specific to it
there could be several factors but if the underline business is fine, then one need not worry on 50% declines also….but again …context matters, so take a decision after thorough research.
Sir, 3 stocks that you are most bullish on.
And if you have or had them you would not mind holding it for 5 years.
you should know that i dont give preferences like this. You can look at the stories discussed here and see which ones you understand and research further to build your conviction.
Your views on hesterboscience
sorry, no view
Seek your opinion on medical diagnostic business growth vs govt intervention of caps on price of some areas.
Regards,
Peush
caps on businesses can be seen both ways, its negative in short term but also acts as an entry barrier for new aspirants thereby helping the present businesses. Furthermore, there arent too many barriers that i see currently on diagnostic businesses. Let’s see how it pans out now
Sir any view on Wanbury results?
have updated it on the blog
Sir is Aimco good to buy at CMP if one gets a chance or wait for some consolidation
buying/selling or holding is your own decision.
Good luck trying to buy it
What consolidation… It is at the upper ceiling for a month now.!!
Dear Sir,
What is your view on Snowman logistics, Firstsource and HEG at current price.
no change from previous views
Hi sir, your views on poddar pigment, chaman lal and indian metals?
no views.
hi ace,
thank you for your hardwork and guidance. V2 is planning to enter ecommerce and “transportation” business as per their last board meeting minutes. They had tried ecommerce business earlier and then backed out. do you think this is an unnecessary risk considering their core business is doing so well. Also please guide us if you know anything about “transportation” business mentioned. I am planning to attend v2 AGM in Sep end. Ill try to get some guidance there. However if you have any comments please share.
well, if they dont take undue risks, then diversification is ok.
Ace…with Cyber tech being blacklisted by AMC ..How big an impact do u think this will have in the company securing future contracts from other municipal bodies ?
i think one should follow the annoucements atleast of the companies one is invested in. After three months talking about the same issue when it is clarified by the company itself is meaningless. see this http://www.bseindia.com/xml-data/corpfiling/AttachHis/7e11fde0-03f1-4c2a-a52e-c1883b7dcdd2.pdf
Ace I know that its in court but I came across this article yesterday
My question is until Cybertech wins its case in court other municipal bodies may be hesitant in handing over contracts to them right ?since their reputation is somewhat tainted now
not necessarily. We have to see if this is just one off or a trend. by the way knowing it was a lowest bidder and almost bagged the project is a positive. Let’s see how the situation pans out.
But u also have to take into consideration that they came to know cybertech was black listed only at a latter stage ..had they known initially they probably would have rejected it right away..which is worrying ..
that’s fine…i am delighted to know that on the cost front they are able to compete so well. Ofcourse this is my own view. Let’s see how the situation pans out. The market is way too big.
Plz share your view on Indian Hume Pipes ! Thanks in advance!
no views.
sir, pls share your view on LEEL ELECTRIC. After Rs 1550 Cr…….! cash reciept from Havells from CD bussiness sale.
LEEL Electric is now a debt free company with a turnover to equity ratio over 50, EPS over 30 on the most conservative side ,book value over 500, with a pledge free promoter holding off over 55% growing at a CAGR of almost over 30% and customers being all the leaders of the industry and that too in a highly capital intensive manufacturing facilities and with a cash rich balance sheet, much more…..all this at a price of 180 per share or less than a market capitalisation of 720 crores.. AWAITING YOUR COMMENT
no change from previous views.
Sir views on Cybertech results please
i would like to follow your blog for any new post, but i am unable to find the follow button. the help section states that we need to be invited to follow a certain blog. Please help..!!
i think its in the lower right corner
That the company is performing poorly is very well reflected in its share price, trading close to 52 week lows and down almost 50% from its 52 week high. The most worrying aspect for an investor is that even at the CMP of around Rs. 54/- which is close to its 52 week low, its highly overvalued based on the financials it has been posting quarter on quarter.
ok.
Hello,
No new recommendations are coming these days, are you running some other channel please?
No. only this blog
On this auspicious occasion, Wishing you a Happy Ganesh Chaturthi.
thanks and wish you the same.
Dear Ace…. Wish you happy ganesh chaturti đŸ™‚
thanks and wish you the same.
wish u and ur family a very happy ganesh chaturthi sir.
thanks and wish you and ur family the same
HOw is Federal bank is positioned in banking sector?
decent….there are various research reports already available, i would suggest to kindly go through them and take a call based on your own conviction.
dear ace sir, do u track divyashakti granite..what is ur view in it.thnk u.
sorry, not keen on it.
hi ace ur view on prime securities and yuken
not keen on prime securities… yuken decent on significant declines….
Sir,
Appreciate your view on chemcrux and Vesuvius.
Thanks
sorry not keen on chemcrux. vesuvius, no change from previous views
Ace, your opinion about Karnataka Bank please..
decent at declines.
JHS results are out and the company continues posting profit in the last quarter too.Topline increased by 24.5% YoY and 6.5% QoQ. The profit before exceptional item and tax has taken a hit due to the increased expenses, especially the 2.53 crore excise duty, which was 0 last time. Not sure what the excise duty is about – import of any machinery? Otherwise the profit growth would have been very healthy. While it is a given that the settlement amount of 27.27 Crores(after tax, it will be a bit lower) is a one time income, it has come timely for funding the expansion planned currently and would enhance the topline and bottomline in the coming quarters. Overall nice results for a FMCG supplier/emerging player with a PE of around 14.
Ace, you expert take on this please.
good results IMHO
Sir Request your view on pioneer Invest corp
as mentioned earlier, not keen on it.
Hello ace sir whats ur view on White Organics??
sorry, no view
Sir, Eagerly waiting for the next stock observation. When will you post information about a new stock. JHS was your last one, and it was some time back.
will post in soon.