Tuesday, August 12, 2014

ALPHAGEO INDIA , ARROW COATED PRODUCTS - RESULT UPDATES


 ALPHAGEO INDIA LTD




This stock recommended @ Rs.38 about 10 months back which is currently trading  @ Rs.338 . Company reported June quarter numbers as follows :



Recommendation Link HERE


ARROW COATED PRODUCTS 

This stock recommended @ Rs.12 about one year back which is currently trading around Rs.138 .Today company declared its standalone June  quarter result . Since majority of its business coming through subsidiaries , no meaning in reaching conclusions based only on published result. Company normally declaring consolidated result only on full year basis.

Recommendation Link HERE




66 comments :

  1. Sir,
    what is your view on gulshan poly?

    ReplyDelete
  2. Many times replied as 'not tracking this stock'

    ReplyDelete
    Replies
    1. Dear sir,
      do you track asian oilfields. It is also in same business as alphageo ie seismic contracts

      Delete
  3. Vp Sir Patels airtemp has rectified its anual reportas below=
    With reference to the earlier Annual Report 2013-2014, Patels Airtemp India Ltd has now informed BSE that the following typographical error has occurred in Annual Report 2013-14.

    "On page no.6 in Director Report under the head (Future Prospectus) Order book amount mentioned is Rs. 136.37 Lacs instead of Rs. 136.37 Crore"

    Thanks sir for your efforts.

    ReplyDelete
  4. Sir,
    As you know that Bhushan Steel has slipped very much, fundamentally it is good stock. Can you plz tell us whether it is right time to buy this stock

    ReplyDelete
    Replies
    1. It is a good asset ,but lot of shares are pledged . So difficult to predict a bottom.

      Delete
  5. Thnx, for Alphageo! Sir, Whats your view on LML? for next 2-3 years

    ReplyDelete
    Replies
    1. What is fundamentally special at this time in LML ?

      Delete
  6. Sir ji,
    What's your call on Force motors after its dream rally? Can you please suggest where can I book profits bought at rs 425?

    ReplyDelete
  7. Sir, Couldn't infer. Normally at the end you would append with 'Recommend to Hold/Book Partial profit'. Like wise, what do you suggest for the above two ? Hold/Partial Profit ?

    Thanks for the understanding,
    Darshan S.

    ReplyDelete
    Replies
    1. In case of Alphageo ,difficult to take a decision without knowing the pending order book which may disclosed in AR.

      Arrow Coated is a company with futuristic business. Risk takers should Hold it

      Delete
  8. Sir,

    Please provide your suggestion after the quarterly results of EON ELECTRIC which is also one among your recommendation. Whether we can hold this stock for long term. Did you see any improvement in business going forward ? Please reply back sir.

    Thanks ,
    Prabu K

    ReplyDelete
    Replies
    1. Expecting improvement going forward , may take some long time.

      Delete
  9. Dear VPji,

    Kalpena also announced stock split as 5:1
    Result: http://t.in.com/0Jpp
    Split: http://t.in.com/1JoA

    Please give your valuable comment.
    Regards

    JD

    ReplyDelete
  10. Hi VP,

    Holding Lumax Auto Technologies since your recommendation (average buy price around 95). Is it a good idea to add more at this level? Seems to be a good result. I believe they might pay off all the debt with extraordinary income they received this quarter.

    Regards,
    Jay

    ReplyDelete
    Replies
    1. Stock already appreciated 80 % from recommended level.One can HOLD it.

      Delete
  11. Sir what is ur view on "themis medicare" As i recomanded in 2012 Till Now it is down . Can at current we can enter in this company . Pls reply pls dont ignor me

    ReplyDelete
    Replies
    1. I don't know where you recommended and why ?

      I recommended it @ Rs.93 and it is not below my recommendation price even now.

      Delete
  12. VP Sir, what could be the reason Arrow Coated or any other company unable to publish Consolidated Results on quarterly basis ? Is it a fair practice ?

    ReplyDelete
    Replies
    1. It is not mandatory in India, in case of quarterly result.

      Delete
  13. Dear Sir

    I have recently come across your blog and i am amazed to see your picks. Very Impressed by your Vast Research.

    Do you track Era Infra Engineering ? Does it looks like a multibagger ?

    Regards

    ReplyDelete
  14. Sir, please tell me your comment about Jain Irrigation Systems and its results. I though it is decent. However, it is nosediving since i bought it and i bought them when it was near its peak.

    ReplyDelete
    Replies
    1. Result was decent .Can;t say anything about market reaction.

      Delete
  15. Hi sir, thanks for your picks - sunshield chemical and acrysyl. Came to stock market after so many days, everything beautiful and up. Thanks again. Sir, can you please some good logistics stock to proxy play on flipkart and Amazon?

    ReplyDelete
    Replies
    1. I really doubt whether there is huge expectation building up on listed logistics companies on account of growth in E-Commerce . Now It seems all major E-Commerce companies are setting up logistic services by their own at least to connect major cities. One should consider this point too. There will be some benefits to listed logistics companies for sure but whether the expectation is running ahead of reality a question .

      Delete
  16. SIr,

    Please advise your views on Freshtrops fruits. Seems improving QOQ basis and also future looking good. Expecting your response . Please advise sir

    Thanks ,
    Raj

    ReplyDelete
    Replies
    1. Only issue of this company is the seasonality in its business .

      Delete
  17. Sir,
    Superhouse has come with rocking set of numbers! Thanks a lot for your blog.

    ReplyDelete
  18. VP Sir
    Your opinion about LIC Housing. Can I switch it for DHFL?

    ReplyDelete
  19. Sir, Thnx for IFGL bet..! Whats your view on IFGL Ref Q1FY15 no's. To me seems to be good. Can we accumulate more at CMP?

    ReplyDelete
  20. Sirji,
    Your views on Kopran results please.

    Thanks

    ReplyDelete
    Replies
    1. Received lot of comments about Kopran. From these comments , I believe there was some over expectation in this quarterly result and there may be a knee jerk reaction due to this reason. But we should understand that the UKMHRA approval received only 3-4 months back and there should be enough time to establish a marketing channel..etc. Let give them some time.For expanding their FMCG and Pharma business ,company is in the process of filling various vacancies ( http://in.jobrapido.com/?w=kopran&fh=1) .Over all , I don't think there is any reason for panic in this stock at this point and the same I mentioned in the posting of this stock itself as 'it is for investors with enough patience'

      Delete
  21. BilCare consolidated EPS -4.2 compared to -17 last June even Sequentially 50% improvement hope by sept results they will back in black

    ReplyDelete
  22. Dear VP sir

    Bilcare results are out for Q1. What are your views sir . There is a consolidated loss of about 9.89 cr but losses have consistently declined. Maybe they would turn positive next Q? Thanks

    Regards
    Shankar

    ReplyDelete
    Replies
    1. Investing in currently loss making but potential turnaround stocks is one best method to generate market beating returns. But it need lot of patience and above average risk taking capacity .Bilcare is not a small company and because their issues were not very small .Dip in sales is always a possibility when there in difficulty to raise working capital .As in the case of Kopran mentioned above , patience is needed beyond few quarters. Those who are not interested in such possibilities and interested only in making quick bucks , please never buy such stocks.

      Delete
  23. Sir your views on liberty shoes. .....can it be bought at 300 or do you think there are better opportunities in the market, ......also your view on bilcare after its results

    ReplyDelete
  24. Sir, trying one more time...would you be able to provide your input on ABC india limited. Thanks

    ReplyDelete
  25. What are your views on Gujarat Automotive gears for long term.

    ReplyDelete
  26. What is the difference between mold tek packaging's and manjushree technopak's line of business.?
    Are they compitetors.?

    ReplyDelete
    Replies
    1. In broad sense both are packaging cos , but serving different class of products . Manjushree's major customers are food and fmcg cos where Moldtek servicing Paint,Lube ..etc

      Delete
  27. Respected Sirjee,
    Wish you ,your family and all the blog reader, a happy independence day.

    ReplyDelete
  28. what is ur view on galaxy ent post results?

    ReplyDelete
  29. Sir,

    Recently Sequent Scientific Promotors sold shares. Anything changed on the fundamentals?

    ReplyDelete
    Replies
    1. Your information is wrong, they not sold a single shares but hiked their stake

      Delete
  30. Sir,
    What's your take on Bilcare results? Sales have reduced but so is loss on consolidation basis.

    ReplyDelete
    Replies
    1. Please avoid repeating same question which answered even below the same posting

      Delete
  31. Sir , Yr comments on v2 retail june 14 results?

    ReplyDelete
    Replies
    1. One should Hold it with a long term view

      Delete
  32. Wish you all HAPPY Independence Day
    So nothing for you expect My Sincerity my love & prayers
    May our country progress in everywhere and in everything
    So that the whole world should have proud on us
    Hindustan Jindabad!!!!!!

    Regds,
    SAM

    ReplyDelete
  33. Hello sir ji...
    Am new to yr site..but got Really impressed with yr posts and its performance.

    ReplyDelete
  34. Hi sir. What about ujaas energy and shilpa medicare result_? Can I hold?

    ReplyDelete
  35. I am regular reader of your site. I am waiting for your take about Galaxy Ent.. Please do reply. It will be helpfl to us ina abig way. Rakesh P K

    ReplyDelete
    Replies
    1. Galaxy Entertainment is a spending related there . Such companies will perform once the liquidity crunch in the economy subside and there is money in the pockets of mass .For the past few years situation was very tight and all of us are expecting recovery going ahead. In addition to that only recently company decided to expand its business by opening new outlet and the roll out is in progress. I believe ,its performance will gradually improve once more outlets added and people started to spend. It is reported that another future group company Future Market Networks acquiring many malls in Tier 1 and Tier 2 cities in recent times. It is a potential to start eateries in such malls by Galaxy in future. These developments will not happen over night and surely will take time. If you have patience to hold , hold it and your holding period is only short - exit from it.

      Delete
  36. In addition, Ace Investor Shivanand Mankekar's portfolio includes this company:
    http://www.business-standard.com/article/markets/the-mysterious-prof-m-114041601346_1.html

    ReplyDelete
  37. Sir,

    1) How can we know if a quarterly result is only from subsidiaries? E.g. in Arrow coated june results.

    2) If I look at site like moneycontrol I see sum of quarterly results add up to annual. So what the difference if quarterly results are only from subsidiaries? OR rather what is extra in annual consolidated results?

    3) Is there one website which can give correct and detailed company stats and financial results?

    Thanks

    ReplyDelete

Followers

Tweet TopOfBlogs