Thursday, July 24, 2014

APAR INDUSTRIES / CENTUM ELECTRONICS - UPDATES

APAR INDUSTRIES  

This stock recommended @ Rs.145 which hits its 52 week high  today @  Rs.402 .Yesterday ,HDFC Mutual Fund bought 4 lakhs shares of this company at an average price of Rs.365.

Recommendation Link HERE

CENTUM ELECTRONICS  recommended @ Rs.88 currently trading around its life time high  of Rs.412 .On 22/07/2014 ,HDFC Mutual Fund bought 3.71 lakhs shares of this company at an average price of Rs.360.

Still recommending to HOLD it

Recommendation Link HERE

53 comments :

  1. Hi Sir ,
    Please share your views on Pipava defense .

    ReplyDelete
  2. Dear VP Ji...

    Good Morning ...

    Please tell me the View on Bajaj Hindustan Ltd. for Long term investing..

    Advance thanking you... Hope you reply for this.

    Regards
    Amitsingh

    ReplyDelete
    Replies
    1. Till there is no uniform policy in fixing cane price ,it is very difficult to analyse this sector in general.

      Delete
  3. Hi VP,

    Hats of to you.my knowledge about companies has increased at lot.Through ur blog i have really learnt on what are the parameters to study in a particular company before making investment.

    Thanks a lot once again. i am holding Arrow coated products,Alphageo,V2 retail and Galaxy from ur recommendations.

    ReplyDelete
  4. Dear VP,
    Your views on - 8K MILES SOFTWARE SERVICES LTD.

    Thanks,
    RC

    ReplyDelete
  5. Hi Sir,

    Please could you share your view on Financial Technologies, Thinksoft & Polaris. Much Appreciated.

    ReplyDelete
  6. Hello VP sir,

    I am a new investor. I have bought a few SUN TV shares going by their brand value and almost monopoly of south indian television. I have bought the shares for long term investment. But, the promoters seems to be tainted politicians. Is it a mistake to just go by the brand value. From long term investment point of view can I hold or exit. Sir, even if you are not tracking the share kindly share inputs on brand value vs promoter's image while analysing the share. Thank you very much. Eagerly waiting for your reply.

    ReplyDelete
    Replies
    1. Not tracking any stocks recommended in above three queries

      Delete
  7. VP Sir i had bought Astra Micorwave @ 55 Rs. through your recommendation with a long term view ad it had already reached to an unimaginable level. I Got to know the real meaning of Multibagger through it. Thanks a Lot!! Just wanted to ask should i book some partial profit in it? or this is not the right level to book profit's ?

    ReplyDelete
    Replies
    1. Question indicates your confidence level shaken a bit . In such a situation it is always better to book at least partial profit

      Delete
  8. Sir, whats your take on resulst of Ganules & DHFL. I must say descent improvements in Granules and expecting even better in H2FY15 so I would continue to hold it. Dont know what to say about DHFL so waiting for your comments. Thanks sirji.

    ReplyDelete
  9. Namastey VPji,
    Sir, my query is regarding Archidply Industries..its Book Value price is around 50/- and available around 9 PE. My question about this company is it is a profit making company from last many years but not paying divident..I just want to know quality of the promoters...i m not able to find out the promoters background can u please help me in this regard and also tell me how is it look like at present level..

    ReplyDelete
    Replies
    1. Not tracking this stock

      Before reaching a conclusion just check the cash flow position or there is any expansion going on or planning for it.

      Delete
    2. Sir can u please help me in understanding cash flow...as I m not able to understand with my own....

      Delete
    3. I don't think my help is not needed to understand what Cash Flow is . Just google ,lot of articles about it is available.

      Delete
  10. VPji,

    Holding on a small qty of 300 shares of Apar bought at 125 levels by ur recommendation. Will continue to hold firmly, expecting higher levels. Thanks for the great pick.

    Regards

    HK

    ReplyDelete
  11. Dear VP Sir,

    I have searched you blog completely for any relevent update for current status of Vijay Shanthi builders.

    Please give your opinion on Vijay Shanthi Builders. I bought at a higher price. Can I still hold this counter. I understand there is an overall negative view on the real estate sector. Other than that, Is there any problem fundamentally? Shoul I exit? Kindly reply. Thanks.

    ReplyDelete
    Replies
    1. Should examine the reason for fall in promoters' share holding

      Delete
  12. Sir, your views on NECSO (INE317F01027) for 3-5 years term. Its a debt free reality company, mainly involved in Exhibition space. My concern is on its volume vis a vis its nature of liquidity. Regards
    Somnath

    ReplyDelete
    Replies
    1. My concern is the scalability of business.

      Delete
  13. Dear VP Sir,
    I am one of yr strong follower and like the way you present with facts on any company you post in this super blog. Hats of to you.
    Can you pl share your views on Claris Life Science considering the following:
    1) High FII holding and just 10% public holding. High Promotor Stake.
    2) Expansion under progress in two units.
    3) current price quote is Less than its IPO Price
    4) Bought back 15% thro' open offer from share holders @ Rs 250 and hence reduction in capital and increase in EPS
    5) Debt Repayment and reduction in interest Outgo & increase in Net Profit
    6) New Launch of products for next 3 years
    7) Recent USFDA Approval.
    8) Reasonable Quote in Stock exchange currently
    9) Supplying to 80 countries & own office set up in US for marketing etc
    5)

    ReplyDelete
    Replies
    1. Discontinue tracking this stock post sale of sizable portion of its business

      Delete
  14. hi sir your view on gmr infra and jaiprakash asso

    ReplyDelete
    Replies
    1. Generally not tracking such high volume shares with trader's interest.

      Delete
  15. Sir,
    Wats your view on arvind remedies,jai balaji industries,nitco and v2 retail

    V2 retail your recomendation is buy but its volumes are hardly 200-500.any comment on this??

    ReplyDelete
    Replies
    1. My stand on V2 and Nitco expressed more than once ,not tracking the other stocks.

      Delete
  16. Hi VP,

    I am your great fan, your pics are awesome. But unfortunately i had invested in few stocks before coming across this blog. I beg for your openion.

    1) Hariyana Ship-Breaker
    2) PNB Guilts
    3) Mediaone Global
    4)Genera Agri Corp
    5)Cybertech Systems
    6)Shree Rama Multi-Tech

    Yours,
    Ankh

    ReplyDelete
  17. VP sir, can you please let us know your views on NDTV?

    ReplyDelete
    Replies
    1. Not strictly tracking NDTV .Before going ahead ,just try to find out the truth behind the news in the below links..

      http://www.moneylife.in/article/why-ndtv-did-not-disclose-rs450-crore-tax-notice-to-exchanges/37594.html


      http://www.moneylife.in/article/ndtvs-many-shenanigans/33296.html

      http://www.moneylife.in/article/ndtv-threatens-to-sue-its-shareholder-sanjay-dutt-of-quantum-securities/33802.html

      Delete
    2. Thank you for these links sir. Very useful

      Delete
  18. Hi VP sir,

    As per the below link, domestic rates of chemicals used for dye manufacturing have zoomed up 200% on falling Chinese exports and gradual closure of polluting dyeing units in Maharashtra and Gujarat.

    Since you recommended quite a few chemical companies, according to you, which of them will gain from this opportunity. Please share your views.

    Regards
    Nachiket

    http://m.thehindubusinessline.com/todays-paper/tp-news/dye-chemicals-prices-zoom-up/article6121231.ece/?maneref=http%3A%2F%2Fm.thehindubusinessline.com%2Ftodays-paper%2F%3Fmaneref%3Dhttps%253A%252F%25Market

    ReplyDelete
    Replies
    1. Stock price will always respond upfront and news will come later. Most of the stocks from this sector already appreciated substantially.I think Bhageria Dye Chem is a fair one from this sector.

      Delete
  19. Dear VP,
    What are your views on Shalimar Paints (cmp 90) and Radico Khaitan (cmp 99) ?

    Thanks
    Shrinivas

    ReplyDelete
  20. VP Sir
    Would appreciate your advice on ZF Steering Gears. Should I continue holding or sell?

    ReplyDelete
  21. Why does sun pharma advanced research deserve such high valuations .. Company hasn't been able to come out with the drug .. Even if they are successful with the research , how much revenue can they generate ??
    Do you also believe in this story like other analysts
    Regards

    ReplyDelete
    Replies
    1. In most of the cases stock price is the reflection of anticipated future not the past.

      Delete
    2. VP Sir,

      Would you recommend holding sun pharma advance research at current levels ?

      Thanks in advance.

      Delete
  22. sir
    I really missed the bus. Your calls are excellent. even though member in blog spot since long time not aware of your blog and really missed . still iam hopeful that i can attain knowledge by following u regularly. may god bless u. how can i cantact u personally. plz reply

    ReplyDelete
    Replies
    1. Not providing any stock suggestions personally.

      Delete
  23. Sir, my dad brought shares of modern syntex(india) ltd way back in 1994 at Rs 10. But it is not listed in stock exchange. Is it possible that if the stocks are not listed in main stock exchanges, they can be listed in regional stock exchange.
    Please shed somw light on it

    ReplyDelete
    Replies
    1. Modern Syntex suspended from BSE in 2000. I don't this it is currently trading in any regional exchanges.

      Delete
    2. Sir,
      Please respond to this ..... What happens in above case. If the company is suspended from exchanges does that mean the shareholders lost their invested capital....or they have to wait for the company to be listed again ? ..If it does not list then...

      Delete
  24. Hi VP,
    Please share your views on Suzlon result/ Investor presentation.

    ReplyDelete
    Replies
    1. Showing improvement ,only for investors with good patience.

      Delete
  25. VP Sir - What is your opinion on Tata Chemicals?

    ReplyDelete
    Replies
    1. Not a bad stock,some temporary issues are there . Long term investors may look into it in a dip.

      Delete
  26. Sir ur views on repco home finance

    ReplyDelete
  27. Hi VP sir,
    I keep reading your blog regularly and I had seen APAR recommendation blog article and missed adding it as I had just entered the stock market. Now after reading the update I really felt I should have bought some. I am now thinking to buy some shares of apar for long term.do you still recommend entering at current price(344 on base)?

    ReplyDelete
  28. Hello sir,
    Could you please share your view on marksans pharma

    ReplyDelete

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