Monday, October 29, 2012

DE-NORA INDIA --- RESULT UPDATE

I have recommended a BUY on DE- NORA(India) Ltd on 25th December 2010 @ Rs.79/- ( For Old posting HERE ) .Currently it is quoting @ Rs.163/- .In September qtr company reported good numbers as follows   .HOLD it for further gains.












47 comments :

  1. Sir

    After few days of lower circuit Bambino Agro is again showing strength .Any change in opinion ?

    Thanks ,Manhar

    ReplyDelete
    Replies
    1. Dear Manhar

      Healthy correction is good for any stock where short term investors book profit and others buy .This process will always strengthen further movement of any stock.Still positive on Bambino and no change in previous opinion.

      Delete
  2. Hello Sir

    I had posted 2 questions on your post for Eastern Gases but I cannot see them. I simply had asked about three stocks:
    Amtek Auto, Fresenius Kabi Oncology, and Rossell India(Which has sharply come back from 52 levels to 36 levels and I am still holding on your advise):)
    Are you yourself the moderator of this blog sir..? I never posted anything offensive but I have found that many times, my comments donot get posted.
    Thanks in advance

    ReplyDelete
    Replies
    1. Dear Singh

      I am not tracking Amtek Auto.In the cases of Fresenius Kabi Oncology, the main issue is the existence of another company by the same parent in India in the of Fresenius Kabi India Pvt Ltd .This is a 100 % subsidiary of the parent company and parent is launching new medicines through this unlisted company and not through the listed entity.By this strategy they need not share the profit with general public.Due to this reason I am not very positive on this too.

      No change in previous opinion on Rossell

      Your comments may omitted only because of time constraint and nothing more than that.:)

      Delete
  3. Mr. VP Sir

    I am holding FSL @ 12.47, when shud i move out.

    Hary

    ReplyDelete
  4. Hello sir, what is ur view on Archies? Do u think, this stock can be accumulated for long term?

    ReplyDelete
  5. Dear Mr Ajay Shanmugasundaram

    Sorry to say that ,before criticizing the posting about Acrysil you didn't check whether the scrip is still in profit or loss .It is a fact that Acrysil recommended @ Rs.128 and now trading @ Rs.90 and prima facie there is a loss of Rs.38 per share .But you forget that the company issued a bonus and also distributed Rs.8 as dividend after my recommendation .Considering this fact , stock is still in profit .On the other point ,I don't think - even if the Strategy of Buffet is keeping stocks for long term-he is a fool to keep any stock if he find that particular company will post negative growth going forward.



    ReplyDelete
  6. Hello sir, would u like to recommend any digital cable tv stock giving the preference light in digitization from 1st Nov 12?

    ReplyDelete
    Replies
    1. I think , the futuristic technology is 'Wireless' not wired.

      Delete
  7. I have investment on Lloyd Electric..Can i hold ?

    ReplyDelete
  8. sir

    first of all i thank you for reccomending denora.i would like to know your views on Eros Media,Nile and Sundaram Brake Linings.I think sundaram's extraordinary items will be over in another 6 months.In the case of NILE, the holding of GMM has been decreasing.But feeling skeptical as the company is from andhra.looking forward for your suggestions.

    thanks in advance

    ReplyDelete
    Replies
    1. Yes the power shortage is an issue in AP for medium term which may affect Nile.Sundaram is expected to improve its numbers from next year onwards.

      Delete
  9. Hello Sir,

    Any bad news from Simran Farms, the stock is plummeting.

    Thanks,
    Sunil

    ReplyDelete
    Replies
    1. Yesterday Venkys reported a decline in margins due to increased feed cost .This may be one reason on anticipation of similar trend in Simran's Sep qtr result.

      Delete
    2. One encouraging point to note for simran farms is that the promoters have raised their stake from 36.32 to 37.04 pc in recent months

      Delete
  10. Dear sir,

    De nora almost doubles after todays 20% move..as far as I am concerned.

    Thanks VP
    Vishnu R Nair

    ReplyDelete
  11. sir

    your view on the following

    brk
    --------------


    RBI economic report - Highlights (released 5pm, 29Oct2012)

    RBI's survey lowered country's growth to 5.7% from 6.5%.
    WPI inflation has been revised upwards to 7.7% from 7.3%.
    Business sentiments remain weak.
    Global growth projections are getting revised downwards.
    Inflation and deficit remain a concern.
    Quick implementation of government policies and reforms are required for turning the economy around.

    *** RBI second quarter review of monetary policy announcement today around 11 AM***

    Detailed RBI economic report attached

    Source: RBI

    ReplyDelete
    Replies
    1. Many of the mentioned points are discounted to a certain extent .I feel the next acid test for market is the clearance of some important decisions taken by the government in next parliament session.

      Delete
  12. Amazing foresight :) Keep up the good work.

    Thanks,
    Atul

    ReplyDelete
  13. hello sir,
    please let me know your views on rolta and hexaware technologies.

    ReplyDelete
    Replies
    1. Skeptical about the management of both these cos

      Delete

  14. Hi,
    I am not able to understand the reason for such a big fall in Granules. Though, I started accumulating at 184 and 174 each.

    I am convinced that till next quarter, it will again cross 200 mark to go further ahead next year.

    Regards
    Sakharam

    ReplyDelete
  15. dear vp,
    kindly advice on the prospects of DISHMAN pharma

    thanking you

    ReplyDelete
  16. Dear VP Ji,

    I am a investor based in othapalam, kerala. I was reff to your blog by my friend.I am just retired from work and handling some wholesale business for my personal cash flows. I recently started following your blog(6months back)and happy with ur contribution for people. I have invested in long term picks on a less aggressive growth and your recommendations I am allocating a fund for a balanced portfolio handling mid/small caps aswell. Sirji, do you generally keep track of all your recommendations. Also, from what I know from your blog posts you come up with a stock every week or atleast once in ten days. How is it possible to create a huge list of companies (1every week) which can turn multibaggers? Isnt it prudent sir, to have just 10-12 companies a year that you can bring out? I feel over churning portfolios also affect personal wealth growth. Why dont you consider and only post limited recommendations sirji?

    Also sir, like de-nora do you follow up with all companies you post on the blog? This will help me understand sir.

    My Pranams, Narayanamoorthi

    ReplyDelete
    Replies
    1. Tracking past recommendations as far as possible.I believe the investors who invested in a particular company will be in a better position and it is their duty to do that .If someone inquire my opinion about any special events which affect the fundamentals of an earlier recommended company through e-mail, no prob for reply.In the case of number of companies - Each and every investor have their own preferences - some like companies from a particular sector,some like low liquid counters and willing to take higher risk ..etc.I am not suggesting everyone to invest in all recommended companies.My aim is ,just to present some stock ideas which are not widely discussed but at the same time having potential to grow( in my view).I hope potential investors will study deeply about it and take a decision according to their own preference.Otherwise it is not practical to invest in all scrips and I know that.

      Delete
  17. Dear VP,
    I think you should spend more time on finding gems than answering dumb questions posted here - where they are asking you to validate their opinion on a stock call.

    The numbers will increase and you will end up offending people who actually cannot see the great work your doing.

    Please draw a line..and comment on VP stocks alone.

    many thanks
    as ever,a fan of ur work!

    ReplyDelete
  18. how is dalmia bharat enterprises....it looks cheap in market cap...in comparision to madras cement with same markets...infact dalmia is entering north east...looks like dalmia will be a multibagger

    ReplyDelete
  19. Sir...i have added a little granules to my portfolio at 177....because i feel that stock is cheap with promoters buying around 191....can i add sequent again because it has superb products in pipeline but markets are not respecting the stock...

    ReplyDelete
    Replies
    1. Dear Friend

      About 90 % investors in market thinking there is no tomorrow .What we can do ?. But one thing is sure ,if a company work well ,all share holders showing patience will be rewarded .Otherwise no existence for for stock market.

      Delete
  20. Sir, Thanks for the prompt reply. i'm still not sure whether hold this stock or get out this at current levels..


    Hary

    ReplyDelete
  21. Dear sir,

    Your view on gpil, any changes has occurred, can i enter at current cmp?

    ReplyDelete
    Replies
    1. Yes...i think this stock is now trading below recommended Market price. But keep in mind - long term vision is necessary...as metal sector cycle is at its bottom...so it may fall in short term.

      Delete
    2. No changes ,expected to out perform once steel sector re-rated

      Delete
  22. If you can update of result of Basant Agro. it seems to be inlined with previous quareter

    ReplyDelete
    Replies
    1. Hold it ,income from deed div.showing 25 % growth as expected

      Delete
  23. hai value pick
    wanna know Ur view on poly medicure holding from 60 level...I can hold for long term...I bought dis in 2007

    ReplyDelete
    Replies
    1. Already Covered this stock at pre bonus rate.Use Search option avove.No change in previous opinion- A good stock to hold.

      Delete
  24. Dear Sir,
    I just came to know about you Blog.Must appreciate your work, dedication , and most importantly without any personal gains. Keep up the good work. May God bless you. I will follow your Blog regularly to get knowledge.
    Regards,
    Sanjay

    ReplyDelete
  25. Hi Sir,

    Thanks for highlighting fast growing companies stock. i appreciate your effort to bring notice to us. keep posting sir...

    ReplyDelete
  26. Hi Sir,
    I saw your blog accedently without any reference.
    It looked interesting to me as i am also looking for multibegger stocks.
    I had invested in GVK and IRB.
    can you advise on these stocks?

    ReplyDelete

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