Very good set of numbers with margins improving like every other quarter. One of the cheapest defense and IT company.
Decent set of numbers.
God Bless !!!
Thanq for the update
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
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
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?
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.
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
Kindly share your views on Eastern Treads
Sir, please share your opinion on recently listed insurance players ICICI Lambord, ICICI Prudential, SBI Life, GIC RE etc.
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
buying or selling is your own decision.
Sir Pls Share Your Opinion on Strides Shashun
decent at significant declines
Fill in your details below or click an icon to log in:
You are commenting using your WordPress.com account. ( Log Out / Change )
You are commenting using your Twitter account. ( Log Out / Change )
You are commenting using your Facebook account. ( Log Out / Change )
You are commenting using your Google+ account. ( Log Out / Change )
Connecting to %s
Notify me of new comments via email.
Notify me of new posts via email.