Wednesday, October 17, 2012

SABERO ORGANICS GUJARAT LTD - RESULT UPDATE

I have recommended a BUY on Sabero Organics @ Rs.55/-(For old report Click HERE) which is currently  trading around Rs.143/-. For the quarter ended September 2012, company posted excellent result .Operating income increased from Rs.105 Cr to Rs.141 Cr  .After a gap of five quarters company back to black with a profit of Rs.4 Cr where it was a loss of Rs.16 Cr in last year same quarter.Under the new management of experienced Murugappa group , company is expected to grow ahead .Recommending to HOLD and those with some risk appetite can even consider a BUY with long term view at CMP of Rs.143/-

37 comments :

  1. Sir,

    Can I please have your comments on Tulip Telecom, BHEL & Allahabad Bank please

    ReplyDelete
  2. excellent prediction- hats off to your acumen & research

    ReplyDelete
  3. Dear sir,

    Thanks for your suggestion, your comments on subex, kcp & prestige estate?

    ReplyDelete
    Replies
    1. Hold KCP if you have a long term view, not tracking the rest

      Delete
  4. Dear Sir,

    Thanks for the timely update. The results are really awesome. To get benefit in this scrip, patience is required.

    Arun Kumar
    Hyderabad

    ReplyDelete
    Replies
    1. Patience will pay off in good stocks

      Delete
  5. Dear VP,

    What is your view on Gulshan Polyols, are they capitalizing on the interest cost as in Ayush's Screener or it is good as suggested by Amit in his blog.

    The results seems good and the promotor stake has been increased and with very less float available for public.

    Regards

    Neil

    Please

    ReplyDelete
    Replies
    1. Not strictly tracking this stock and no idea about the quality of this promoter ,hence no comments.

      Delete
  6. Hi Vp

    Being a low float company Will Bambino move like Sequent ?

    ReplyDelete
  7. dear value

    is there big value in rallis india in the long term?

    PATIDAR

    ReplyDelete
    Replies
    1. Not bad ,but a possibility of merger with Tata Chem can't rule out in future.

      Delete
  8. Hi Valuepick,

    Have been following your blog for the past few weeks and find that the quality of research is quite good.In the current market i'am focussing my energies on stocks with decent dividend paying record and decent enough dividend yield.

    In this connection i've recently purchased shares of Rapicut carbides and Kilitch Drugs limited. wanted to know your views on the same.

    thanks

    Nelson

    ReplyDelete
    Replies
    1. Frankly speaking I am not much looking into the dividend part .

      Delete
  9. Sir, Heritage Food rocket shoots up today...can we enter at these levels? hoping to the valuation should reach 400 in 2-3 months? Your views please?

    ReplyDelete
    Replies
    1. Recommended @ Rs.200 ,now above 300 and it is a hold for me.

      Delete
  10. TODAY IS THE DAY OF VPji ,SEQUENT SCIENTIFIC,HERITAGE FOODS,KSB PUMPS,BAMBINO AGRO ..ALL ARE ROCKING

    THANKS VP

    SHABEER

    ReplyDelete
  11. Hi VP,
    Thanks for the updates!
    But if that is the case, I am surprised, why market has taken it negatively and the stock fail by almost 5% today.

    Regards
    Sakharam

    ReplyDelete
    Replies
    1. This is the trend we are seeing in many stocks during the result declaration time.Some short term players entering in stocks just few days before result and they are exiting on the day or following day of result for making some quick money .Irrespective of the quality of result they will exit and enter another stock which is due for result on the following days.This creates volatility in these days.In many cases they are taking positions without full payment and forced to close out position in stipulated time .Only after this phase stock price move in the true direction.Don't worry about these type movements .Stick to quality and take this type movements as opportunity to enter into good stocks.Our aim is create wealth over long term and not making few rupees over night.

      Delete
    2. Thanks a lot VP!
      This is a very valuable lesson for me.
      Regards
      Sakharam

      Delete
  12. Dear sir,

    Being a new entrant to market, kindly let me know the basic factors to view a share?

    ReplyDelete
  13. Dear vp sir,

    Your view on Bambino & basanth agrotech at current levels?

    ReplyDelete
    Replies
    1. NO meaning in commenting something on few rupee moves ,if there is nothing happened which affects the stock fundamentally.

      Delete
  14. VP,
    Sabero Organics hit Upper ckt on Monday and fell today after results. Seems like traders must have exited with small profits.

    Reg Granules its showing weakness from last few days and hovering at 188 levels. Any particular reasons as expecting better results due to expansion commencing production.

    Thanks

    ReplyDelete
  15. Sir ,In one of the posts you had recommended blue star .Between blue star and Hitachi solutions which seems to have a better prospects?

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  16. Granules - Expecting normal growth in this quarter and expanded capacity is expected to start reflecting from third quarter onwards.

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  17. I am going to buy sabero .i have done my home work.just thanking you for this diamond

    ReplyDelete
  18. Sir,
    I have read your blog and your suggested stocks have grown, but these stocks are the ones which you have suggested earlier. Kindly let me know about where I can invest at this stage as I am very new, I don't want to take a big risk but to do short term transactions. Please advice.

    Thanks in advance

    ReplyDelete
  19. Hello VP,

    What's ur view on Alok Industries Limited, cmp@12.25?

    ReplyDelete
  20. Sir, your opinion on Praj and Renuka please? Holding 1000 shares in both @49.2 and @36 respectvely. Renuka's movement is perplexing really.

    ReplyDelete
  21. sir,
    I bought it at 156 currently trading it 92. Can still hold sabero or sale or wait for year or add more? pls guide me
    Jayesh

    ReplyDelete

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