Friday, November 19, 2010

SRI ADHIKARI BROTHERS TELEVISION NETWORK - BUY (CMP Rs.50/-)



I have recommended a BUY on SRI ADHIKARI BROTHERS TELEVISION NETWORK on 27th February 2010 @ Rs.27/- .After touching a high of Rs.73.50/- in last week ,it is now quoting around Rs.50/- .On a standalone basis ,in the September quarter company posted a turnover of Rs.9.5 Cr v/s Rs.5.4 Cr and a net profit of Rs.1.4 Cr v/s a loss of  Rs.81 lac .For the half year ended SAB posted a turnover of Rs.17 Cr and a profit of  Rs.2.83 Cr and an EPS of Rs.1.61 .SAB recently launched Hindi Music Channel ' Mastiii' through its subsidiary which is a huge success.It is also expected to start few more channels in coming years.Channel business  is expected to brake -even shortly.Vast experience of promoters is the main plus point of this company .Investors can BUY  at current level for good return in long term

28 comments :

  1. Dear VP,
    Any update on Universal Starch. Board Meeting is over but results are not available in the BSE site.

    ReplyDelete
  2. I HAVE LOST 20% IN THE TCPL, SHOULD I SWITCH OVER OR HOLD FOR SOME TIME?

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  3. HOW YOU LOST 20 % WITHOUT SELLING SHARES ????

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  4. TCPL RECOMMENDED FOR LONG TERM BUY @ Rs.55/- JUST THREE DAYS BACK ,CMP IS Rs 52.55. 55-52.55= 2.45 WHICH IS 20% OR 2.5 % ?

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  5. what is your view on the technofab at CMP???

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  6. Dear Anonymous ,

    you seems to be very smart by telling lie to value pick sir and indirectly asking another pick.

    Try to learn instead of blindly following.

    ReplyDelete
  7. Dear Value pick,

    De Nora you reccomended on September 25th for Rs.79.Now it price came down to Rs.68.65.Shall I add some more shares at this price?Is there some negative issue about this share except that ban period you already mentioned?

    Regards,

    Joshy

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  8. plz inform us how much amount we should invest in every script?

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  9. Hi Sir,

    I brought
    Kerala Ayurveda 500 Nos @ 83 CMP is 69 (I brought it for short term)
    Hindind 250 Nos @ 102 CMP is 82.25. (LongTerm)

    Shall I hold ? Please Advice

    ReplyDelete
  10. Dear KMD
    Technofab is good for investment

    ReplyDelete
  11. Dear Joshy

    Company's profit improved in latest qtr too.One negative out of ban period is the unfavorable exchange ratio of rupee-dollar,since it is importing some raw materials from overseas.

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  12. Not tracking Kerala Ayurveda and Hind Ind

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  13. dear valuepick sir,

    in your view what is your forecast for nifty bottom, because many shares are falling steeply ?

    thanks

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  14. Dear Gopi,

    its my humble request to you and all...dont track index..its hardly 50 stocks..there are more wealth creation stocks beneath the tree :)...and after all india is not only run by those 50 stocks..but also from other stocks which are not part of index...try to catch the stocks which are going to be part of the index in the coming years :).

    Thanks,
    Mahesh

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  15. Dear Gopi
    I am not bothered about index levels and not able to predict it,looking only at the valuation of companies.Do you think any person in the world can accurately predict any of the index levels 5 times in a row ? .Prophets and analysts will change their voices according to the situation and channels are supporting them.Retails will act without doing homework and loose money in any market irrespective of bull market or bear market.Only one think I can advice as earlier,don't buy shares using time bounded funds or borrowed money and stick with quality.Always Keep something in cash for potential opportunities. You will win in the long term irrespective of the level of indices.

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  16. Dear Anonym.

    Universal starch posted a turnover of Rs.27.7 Cr v/s 18.4 Cr and a net profit of Rs.0.17 Cr v/s a loss of Rs.0.70 Cr in sep qtr

    ReplyDelete
  17. what is your view on kennametal and photoquip????

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  18. Kennametal already mentioned here,use the search option at the top for details.Photoquip is not bad

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  19. PLEASE ALSO MENTION THE SECTOR OF THE SCRIPT FOR EACH RECOMMENDATION.

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  20. I EXPECT AT LEAST SOME BASIC HOME WORK FROM THE INVESTORS SIDE TOO,RATHER THAN BLINDLY FOLLOWING SOMEONE.

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  21. What you see the future of spice mobility?

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  22. Dear Value sir,
    Can you describe the basic parameters says the potential of stock ?

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  23. Dear VP Sir,
    What are the stock, will result in huge turn over, from your recommendation in next 2 yrs?

    ReplyDelete
  24. i want to buy ludlow. sir, plz advice me.

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  25. Your post regarding kavveri telecom was false. Please do give proof whenever you do comment on the same. incase of strudy you had proof still the stock doubled. But in case of Kavveri telecom there is no proof about the company being fraud.

    Incase such things happen again in you blog I have to complain to the respective management. i was almost sure of kavveri reaching 150 in next 1 year and had bulk positions but because of you call I lighten my positions.

    What you have to say int his regard that withough having any proofs you posted such ridiculous comments about a company.

    Everyone can read post at link

    http://value-picks.blogspot.com/2010/03/kaveri-telecom.html

    ReplyDelete
  26. Dear Anonymous

    check the following link which shows the share holding pattern of Kaveri telecom in December 2004 qtr:

    http://www.bseindia.com/shareholding/shareholding_new.asp?scripcd=590041&flag_qtr=1&qtrid=44


    Again check the following link which leads to the share holding pattern of promoters in the latest qtr


    http://www.bseindia.com/shareholding/shpPromoters_60.asp?scripcd=590041&qtrid=67.00&CompName=KAVVERI%20TELECOM%20PRODUCTS%20LTD.&QtrName=September%202010

    Give an explanation for the reduction of promoter share holding from 2062700 shares to 1,469,968 shares (from 40% to 14%)in these times.Study the up and downs in promoter shareholding and published results and try to correlate both these during the time period .Share price doubled or not is a different matter and price of companies which are not even operative have doubled or moved 10 fold in this bull market.Majority of the investors will not bother about the quality of companies in bull market but start to cry only with the beginning of bear market.

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  27. Study the up and downs in promoter shareholding and published results and try to correlate both these during the time period .Share price doubled or not is a different matter and price of companies which are not even operative have doubled or moved 10 fold in this bull market. I like it so much Tis is very very good side Thanks MA.03327043387

    ReplyDelete

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