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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Thanks Ace,raj
Hi Ace,
How do you see associated stone results?
dont track.
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.
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.
oh ok. that comment was not for asi… not sure why wordpress keeps doing it. admin console is still a problem for wordpress here for last few yrs. hope its clarified now. asi still on my radar.
Thanks Ace. 🙂
Hi Ace..Regarding your comment on Prima results ‘Good results especially in the context.” – Is the context higher crude prices?
right.
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.
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 !!!
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.
yup, you missed it it seems. All the stocks which i dropped are mentioned on the blog.
When was it dropped ? U had even given update about its last result
dont think you have even read those results update. pls read again.
I was talking about associated stone here ..my bad..I mistakenly typed my comment on the wrong comment
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?
i am not a genius, i just keep my stupidity in check.
Hi Ace,
How do you see Subex Software
no views.
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:
sorry, not keen on the sector now.
Views on jaipan industries ace bro
like it…let’s see whether they deliver on the promise
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.
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.
Sir when will you be posting about new story/research ?
cant say about exact date but should be out in a few days now.
Hi ACE,
Your views on NBCC, DB Realty, Apollo Tyres & Ashok Leyland pls…
decent at significant declines. not keen on db realty..