Sankhya Update !!!

I think this is a significantly positive news and proves the technology worthiness of the company. Technology is the flavor of the season and this small cap is near its multi-year highs. Obviously the stock is very strong and no wonder the stock is smashing one resistance after another and is now looking very strong. Increase in promoter holding, continuous significant improvement in numbers, constitution of a very strong and credible board and now recognition of Sankhya’s technology on global platforms. Clearly the company seems to have re-discovered itself and hopefully the momentum should only grow from here. Let’s watch this story unfold itself.

God Bless !!!

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38 Responses to Sankhya Update !!!

  1. jay banker says:

    Thanks .

  2. Jayan says:

    Thanks for the update.

  3. Rajendra Pillay says:

    Thanks dear Ace. Holding since Feb 2016.

  4. Arun says:

    Thanks for the update

  5. agassociates says:

    Thanks for this update.

  6. Ravi B says:

    Sir your View about Sequent Scientific & Strides Arcolab

  7. Shailesh says:

    Dear Ace,

    Can you please study these two companies and give your views on it, I believe both are good turnaround companies but needed your views on the same, I like these 2 companies as much as Sankhya Infotech, epc industries and coromandel engineering. Both cos are promoted with fantastic mgmts, mahindra and Muruguppa and the data collected from various sources also indicate the scope for their products and services have a huge scope in country like India, mkt cap is also very small as compared to other listed entities of the group. Epc industries having mkt cap of 374 crores and coromandel engineering having mkt cap of 166 crores, Eagerly waiting for your reply, thanks a lot in advance,

    Regards
    Shailesh

  8. Prashanth says:

    Hello sir, have you studied luggage industry.. Airlines traffic is growing in India so as a proxy play luggage industry will be beneficial.. Any views on vip and safari industries.. Thanks in advance

  9. Girish says:

    Sir,
    Thank you very much for your update.
    Also, your view on Electrosteel Castings with current deal of Electrosteel steels.
    Please guide.
    Regards,
    Girish

  10. johntsam says:

    your views on dilip buildcon for next 3-5 years

  11. indinvestor vestor says:

    Hi Ace,Request your view on Hindustan Oil Exploration(HOEC).

  12. vivgup says:

    Another positive development in Deccan Gold Mines today, share price has reacted as well.

  13. ravverma says:

    hi ace, whats ur view on praxis home retail.

  14. satish devata says:

    Hi Ace, request your views on Jay Ushin, Nitta gelatin India

  15. Sanjeev says:

    Hii Ace
    What are your views on dileep buildcon LTD?

  16. Rohan Bansal says:

    Hi, Sorry but I just saw Sankhya’s shareholding on BSE (https://www.bseindia.com/stock-share-price/sankhya-infotech-ltd/sankhyain/532972/). The Promoter shareholding is showing down from 24.2% in Dec-17 to 20.7% in Mar-18. Am I missing something? Kindly enlighten.

    Thanks

    • looks like the SHP is wrong…

      • shreebinnani says:

        Seems the Change in SHP is due to preferential issue on January 09, 2018. Promoters shareholding % has reduced because of preferential issue though no. of shares remaining intact.

        • yes, though the no. of shares of promoters have not been increased therefore, the % has declines although the preferential equity is converted and therefore, the no. of shares is more for others and subsequently the % looks higher. but its just an academic thing as the promoter holding will increase after warrants conversion. therefore, for final tally just look at the warrants notice and not worry about shp too much for the moment.

    • Roshan says:

      The shp isnt wrong..the warrants given to Mr pratha has been converted to equity ..number of shares held by promoters is same..but in % it looks to have declined

      • yes, though the no. of shares of promoters have not been increased therefore, the % has declines although the preferential equity is converted and therefore, the no. of shares is more for others and subsequently the % looks higher. but its just an academic thing as the promoter holding will increase after warrants conversion. therefore, for final tally just look at the warrants notice and not worry about shp too much for the moment.

  17. shreebinnani says:

    Hi Ace,
    What are your views on BSL Ltd. considering the sharp fall?

    • such kind of fall is normal in small caps. we have had instances in the past as well where the stocks fell 50-70% and then went on to become big multi-baggers…one should have conviction.

  18. invest2labam says:

    Hello Ace,
    Is it good to enter Sankhya a fresh at CMP? TIA

  19. Rupal says:

    Hi , I can see on current shareholding of Sankhya , total no of shares allocated to promoters remains same but key things to Notice there is one HNI invested and bought 1.5 % shares name Manish Lakhi , Manish Lakhi has apprx 100 crs portfolio and most of his scripts has done well over time besides Partha Pudotha holding is 14.5 % which earlier was warrant now converted into shares. So there may be good days coming in Sankhya

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