Results Update !!!

Ambika Cotton Mills

Stable set of numbers.

Spenta International

Average numbers.

Aimco Pesticides

Decent set of numbers although opaquely it might seem average. Balance sheet is strengthened and there’s a dividend declaration.

Waterbase

Good numbers by the company

Sankhya Infotech

Average Numbers, but we know the company is evolving. Let’s see, how the future unfolds.

Freshtrop Fruits

Good numbers in the context of their beverages expansion.

Rajoo Engg

Decent numbers.

Liberty Shoes

Average numbers.

Mangalam Drugs

Average numbers.

Shri Keshav Cements & Infra

Average numbers. But the promise remains high.

Singer India

Good numbers. Their consumer durable business has grown quite well.

Prima Plastics

Good results especially in the context.

God Bless !!!

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37 Responses to Results Update !!!

  1. Raj says:

    Thanks Ace,raj

  2. Manish says:

    Hi Ace,
    How do you see associated stone results?

      • pavans13 says:

        Hi Ace,

        Have you dropped Associated Stone Industries (Kotah) from your radar?

        • have you seen it written anywhere on the blog. I expect people asking such questions to be updated with my comments on the blog.

          • pavans13 says:

            Hi Ace,

            In the above comment, regarding Associated stone, you said ‘Dont track’. Thats where I got confused. Even Manish clarified the same and you said ‘Yup’ in the following message. I went through the blog starting from Feb results and read your comments again and again to see anything related to Kotah, but found nothing. So I wanted to check. Anyways thanks for the update on the results.

  3. Rajarshi Dhar says:

    Hi Ace..Regarding your comment on Prima results ‘Good results especially in the context.” – Is the context higher crude prices?

  4. Prem says:

    Ace is it good to give dividend by NBFC company if they are in initial stage of business and taking debt from banks. i mean they could use that money for their business. Csl finance

    • sorry, no views on csl fin.

      • Prem says:

        But Ace as general is it good to give dividend by NBFC company if they are in initial stage of business and taking debt from banks. i mean they could use that money for their business

        • for that matter NBFC company works like this and therefore, should not give dividend. See, it depends a lot on context so therefore, one cannot have a generic comment but on the face of it, its not a negative. but again, as i said, context is important IMHO. God Bless !!!

  5. Manish says:

    I thought you missed it’s results.usually you tell whenever you stop tracking discussed stocks like panyam , Tirupati sarjan etc.thats y I got confused.Looks like I might have missed it.

  6. Vasisht says:

    Hi Ace,
    I have been following your blogs for the last 1 year. This is my first comment. You are a genius sir.
    What do you think is the reason for continuous fall in waterbase after posting a very good result. Any negative news which is not available in public domain or is it just operators play?

  7. Akash says:

    Hi Ace,

    How do you see Subex Software

  8. prpu2810 says:

    Dear Ace, Thanks for the updates. any view on Dwarikesh Sugar please: Few points from secondary research
    1: Trades at PE 4.5 FY18 (Last 3 years PE 3-12); CMP ₹25
    2. Debt reduced from ₹117.9 Cr to ₹52 Cr in FY18
    3. FY18 revenue up 18% though PAT down 35%
    4. Cane crushing capacity 21,500 tonnes/day, ethanol (30K) litres/day, Power generation 86MW (some portion sold to UP grid)
    5. Seemingly GOI may increase ethanol additive in petrol to 20% from current 10% by 2020
    6. 9 sugar mills in Brazil to close, thereby possibly pushing up prices.

    Many Thanks as always:

  9. Sangram says:

    Views on jaipan industries ace bro

  10. ravverma says:

    hi ace ,any new pics.small and micro cap has fallen the most.

    • will soon discuss an idea which i find interesting but pls understand that i just give my own person views on companies that i find interesting and one should do their own research for any decision. my views are merely academic.

  11. ROOPAK says:

    Ace, its been some time since you posted update on some of the well storied stocks in your blog here… Sharp India and Mangalam Drugs (both making 52 week lows)… since you posted stories on these two stocks, I dont see any result updates or story updates from you on these 2 stocks… Are you not tracking these stocks? Please respond? Thanks in anticipation!

    • sharp india i had told that since there’s a new owner once they decide to do something with it there’s no point giving updates. i still have sharp india on my radar as mentioned in that comment. mangalam drugs is already given great returns with 10-12 bagger… I am dropping it from my radar as of now (if at all that matters to anyone anymore). I think its done great and its time for my radar to check out newer stories. Also, please understand that just because i am dropping it from my active interest does not mean the company is bad or anything and it surely does not mean that anyone else should drop it either. But mangalam drugs for me personally if off the radar now.

  12. Dheeraj says:

    Sir when will you be posting about new story/research ?

  13. GKiran says:

    Hi ACE,

    Your views on NBCC, DB Realty, Apollo Tyres & Ashok Leyland pls…

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