Thanks for the update. I would like to request you to share you views on SAM INDUSTRIES and CONFIDENCE PETROLEUM. Would really appreciate your feedback. Thanks:)
Mahasena Info Technologies (India) Pvt. Ltd, Sankhya SARL France,Sankhya US Corporation are the three Subsidiaries of Sankhya Infotech.
Do you have any information on what is there business model and what are the clients they Cater to.And basically any info related to those Subsidiaries.
Thanq for the update
Dear Ace,
Please share your opinion on insurance stocks.
a long term secular sector
Ace haven’t Sankhya’s net margins improved only because of the Other income? Leaving that out, the results don’t seem to be great. Your views?
no. results are pretty good. Segmentwise results you should also see and their margins there.
Your view on gnfc
no change from previous views
Dear Ace,
Thanks for the update. I would like to request you to share you views on SAM INDUSTRIES and CONFIDENCE PETROLEUM. Would really appreciate your feedback. Thanks:)
not keen on sam. confidence petro….no change from previous views
Hi Ace,
Views on TBZ and gujarat ambuja exports ltd.(maize business seems very nice)
not keen on gujarat ambuja…tbz….no view
Dear Ace, Kindly share your view on Sinclairs Hotels?
no view
Hi Ace,
Had a small Query.
Mahasena Info Technologies (India) Pvt. Ltd, Sankhya SARL France,Sankhya US Corporation are the three Subsidiaries of Sankhya Infotech.
Do you have any information on what is there business model and what are the clients they Cater to.And basically any info related to those Subsidiaries.
Thanks a lot in advance.
everyone has info regarding it. Please read the Annual reports of the companies.
Sir ,.
Your view on Deepak nitrite.
They have done huge capex for expanding their capacity for phenol production.
Can it be a long term bet?
sorry no view
Hi Ace,
Kindly share your views on Eastern Treads
Regards,
Prasant
no change from previous views
Sir, please share your opinion on recently listed insurance players ICICI Lambord, ICICI Prudential, SBI Life, GIC RE etc.
no view
thanks for the update ACE
Hi Ace With crude increasing, would ONGC a good story to unfold in future ?
sorry, not keen on it.
Sir your opinion on Sequent Scientific Results Can I buy at present Rate
Pls reply
buying or selling is your own decision.
Sir Pls Share Your Opinion on Strides Shashun
pls reply
decent at significant declines