Sector Update !!!

As I had mentioned in my post earlier, there is a great sense of urgency in the smart meters segment and this is reflected in AMTL’s results. I thought of sharing this piece of news article that came out last week.

Keep researching and build your own conviction.

God Bless !!!

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50 Responses to Sector Update !!!

  1. genus power will be good bet i think..what say ?

  2. Nimesh Gajra says:

    So true ace …I missed out ur advanced metering recommendation when u recommended the same when it was around 20…..but great findings ….i truly believe in smart meters story

  3. nibadan bardhan says:

    ace sir please need ur detail views on jaipan industries. wish u nd ur family a very happy new year.regards

  4. Mohit says:

    Happy New Year Ace🙏🏻🎉🎉🎉🎉🎉🎉🎉🎉

  5. charan1979 says:

    Wish you Happy and prosperous New year

  6. Manish says:

    Wish you n your loved ones a great new year
    .stay healthy n pls keep showering knowledge.

  7. canromet says:

    Hi Aceji,

    Any views on Mangalam Cement?

    Happy new year.

  8. Prem says:

    Hello Ace sir, after AGM issue in Sankhya info. As of now we may know your view on Sankhya info??

    • no change from previous views but i am sure people have their portfolio management plans in place too….

      • Manish says:

        That’s sounding a bit negative….but rightfully also…hope sankhya doesn’t repeat such things.

      • Niraj says:

        Hi Ace,

        What happened during AGM is that an issue at all as per your understanding ?
        Also while browsing the company website I found that some new names have been added under the customers section.

        http://www.sankhya.net/customers.aspx

        Customer Names like

        1. SATS
        2. Gulf Air
        3. SNCF
        4.SAFRAN GROUP
        5. THALES

        Are these the existing clients and the web page has been recently updated ? Or are these new clients ?

        • i think i have already given my views on it multiple times. kindlylook at the comments before repeating questions.

        • jk2898 says:

          Hi Ace i spoke with CS of sankhya infotech today..,i asked a few questions regarding absence of directors during agm and other things
          Reason for absence was that Mr Sridhar and Mr. Bhaskar were supposed to attend the agm and were flying in together but their flights were delayed and hence couldn’t arrive on time and the other board members were not in India at the time
          Regarding pref issue they are still searching for investors who can best help the company…and hence still deciding on the allotees
          Technically i feel stock has bottomed and showing some signs of reversal

          This is FYI…Thanks

      • Ankush Panwar says:

        Sir…you mean to say people Sankhya infotech Should be replaced with other high conviction company stock.

  9. toby says:

    Hi ace. Any views on Pee Cee Cosma Sope?

  10. Roopak says:

    Ace, what’s your take on allegations of circular trading on Pressman Advertising as per SEBI’s investigation…? Is it off your radar on Governance issues?

    • these governance issues did not happen a couple of months back when i dropped it but surely its something to keep on back of investors mind. I do not think the SEBI order implicated any of the promoters by the way.

      • Roopak says:

        Thanks Ace… Would really appreciate if you can keep the blog posted when u drop a stock off your radar… like you do when you inform about a new stock through a separate post… Always helpful to get a perspective…

  11. Chandru N says:

    Hi Ace,

    When can we expect your next analysis of a new business? Thanks!

  12. Rajendra Pillay says:

    Ram info has today declared bagging of a 400 crores order from AP Govt on telemedicine with two other partners. The order book is getting stronger by the day. The revenues going forward will be interesting to watch. Another interesting story unfolding……

  13. AKASH ROY says:

    Sir first of all HAPPY NEW YEAR..
    Now come to the point, any views on zydus wellness and mangalam organic.. please

  14. canromet says:

    Hi Aceji,
    Any views on Affordable Robotic & Automation Ltd. ??

  15. Akky Kumar says:

    Hi Ace, Is it still a good price to enter in AMTL

  16. Prem says:

    Hello, Sir what’s your view on IOL chem, Mangalam organics and Praj ind.??

  17. canromet says:

    Hi Aceji,

    Views on BCL industries?

  18. nimesh gajra says:

    Suppose if current government does not come into power after elections will it impact smart meter business?

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