Monday, August 25, 2014

CAPLIN POINT LABORATORIES LTD - UPDATE

This stock recommended @ Rs.86 about five months back (  HERE ) which is currently trading around Rs.425. Today company declared its last quarter and full year financial results. For the quarter ended June 2014 , CAPPL reported a top line of Rs.48 Cr v/s Rs.39 and bottom line of Rs.7 Cr v/s Rs.1.5 Cr ,compared with same period last year.

For the full year FY 2013-14( Company's year ending is in June) , total sales is Rs.173 Cr v/s Rs.127 Cr and net profit is Rs.26 Cr v/s Rs.14 Cr . Full year EPS is Rs.17.11 v/s  Rs.9.25 .

Company also declared a dividend of 40 % ( Rs.4 each) for FY 2013-14.

Contribution from company's newly started manufacturing facility is expected to reflect from next quarter onwards . Those with some risk appetite can still HOLD the stock,

Link to the latest interview with the MD of the company HERE




83 comments :

  1. Sir,

    Can I buy Bilcare at CMP I am willing to take the risk but just wanted your opinion on this before buying as it has moved up by 20% from your recommended price..I trust you a lott...so plz plz do reply...I have posted this earlier bt there was no response...Plz do reply this reply..Thanks in advance

    ReplyDelete
    Replies
    1. Already expressed my opinion post result as comment.

      Delete
    2. Sir,

      Lactose India you recommended some time back - seems to be reviving to Rs 20+ ... is the story changing with this mob?

      Delete
  2. Namastey VPji,
    Can u give ur opinion on Sintex, Oriental Carbon, Ptc India financials, RS software, and Suven Life science...thanx

    ReplyDelete
    Replies
    1. Oriental carbon recommended @ Rs.93 which is currently trading around Rs.300 . At CMP neutral on it.

      Not tracking the rest.

      Delete
  3. Sir,
    Need your important comment for Jain Irrigation System after Q2Q good performance but debt with company looks worry..For clarify asking you future in your experience...

    ReplyDelete
    Replies
    1. Do you think Jain Irrigation will get at this price if there is no worry about its debt ?

      Delete
  4. Hello VP Sir,

    Alphageo declared very good Standalone results.As per my understanding this does not include the work they are doing in Mynamar through their subsidary. Wanted to confirm that with you.

    Also u said that current order book is known only through Annual report.Is there any other way we can get info about the orderbook
    like emailing company etc.

    Thanks Sir.

    ReplyDelete
    Replies
    1. Reported numers mentioned as Standalone

      Try to contact over phone.

      Delete
  5. Dear VP sir,

    what is your view on snowman logistics IPO?

    Rgds,
    YK.

    ReplyDelete
    Replies
    1. Please take the pain of searching before posting a query. Has been answered more than twice.

      Delete
  6. Namastey VPji,
    Looking to ur recommendation about the packaging industry don't u feel like to see one more industry which are as important as this packaging industry...this industry is marking and printing ...as we all r expecting that their will be revival of growth in a positive mode then this industry also need to rerated....every packaging unit needs the printing and marking of the product so don't u think that this industry also have the chances of gud progressive growth...in this sector I am looking at control print stock which is available at 11 PE and also operating margin has improved a much in this quarter..a virtually debt free company and very good ROE from last thr years..it also declared a 25% divident this year....company management is also looks promising and very clear their vision to make this company's leader in the coming years in the coming days...plz I request u to look at this stock once...I think that this stock have the potential for giving good returns in the coming days....plz give ur comment only after seeing the stock....thanx....and thAnx for the ideas about the market research...have gaining knowledge from ur share of ideas about stock market...

    ReplyDelete
    Replies
    1. I am not negative on Control Print :)

      Delete
  7. Sir please share your view on mirc electronics

    ReplyDelete
  8. Sir, Please update on Galaxy Entertainment. Can it be bought at CMP?

    ReplyDelete
  9. Sir plz post ur full analysis about snowman logistics.
    Lot of people r recommending it , tommarrow is last date for IPO subscription.

    Can it be a value pick in longterm .

    I am finding no competitor to snowman logistics at present . their plans of expanding to teir 2 , tier 3 cities in future.

    ReplyDelete
    Replies
    1. Many times replied for same query - positive on long term prospects.

      Delete
  10. sirji --u have still not mentioned apcotex ( not revisited it after results )
    --anyways kedia vijay ( hni atul auto) has entered
    ur views plz
    is it not a near monopoly ..i have my targets placed at 700-800
    1> asian paints pedigree
    2> 2-3 important lines which u have already said about apcotex earlier
    3> basf eyeing stake here ..shuld be the ultimate trigger
    4> eps rs 25 x p/e 30 fy15 --fy 16 eps 28
    5> q2 sept14 should be another bumper
    6> disclosure : i hold huge qty and it has to close above 308 now ...fy15 target 500-600


    ReplyDelete
    Replies
    1. REcommended Apcotex @ Rs.112 even before the stock split which is currently trading around Rs.300 ,post stock split. Still I am positive on this stock.

      Old link below:

      http://value-picks.blogspot.in/2010/03/apcotex-industries.html

      Delete
  11. Would u recommend Mayur uniquter for long term invest at current market price
    -Swas

    ReplyDelete
    Replies
    1. Good company for long term

      Go for an SIP at this level , and buy more if it fall around Rs.350

      Delete
  12. Hello Sir,
    Whats your view on asian granito rasing of funds thru prefrential allotments?
    Is it positive for the stock?

    Thanks

    ReplyDelete
    Replies
    1. Too early to comment , company is just going to meet for discussing details.

      Delete
  13. Sir, when time permits, kindly share your opinion on Welspun India, Hind zinc, Jai corp, and Dhunseri Petro..

    Thanks much

    ReplyDelete
  14. Sir what is your take on Galaxy entertainment ..the prices have dropped from the 48 to 31..Is it worth the buy ?

    ReplyDelete
    Replies
    1. Already expressed my positive opinion , no change.

      Delete
  15. Will you recommend Federal Bank for long term investment

    ReplyDelete
  16. Dear VP,
    What's your take on Wonderla Holidays Ltd ?

    Thanks,
    Ramesh

    ReplyDelete
    Replies
    1. Many times mentioned my opinion on this stock still positive,

      Delete
  17. Caplin Point will touch new hieght from here. After your comment it is in UC only. Shall we add more at current level considering UC. Please give your expert opinion.

    ReplyDelete
    Replies
    1. Dear Hira,
      Caplin Lab. is hold for VPjee.A stock appreciated more than 4 times after his recommendation in less than 6 months.How can he suggest you to BUY such stock.But It doesn't mean it won't move up!

      Delete
    2. Are you saying this stock is on continuous upper circuit from Rs.86 to Rs.445 ?

      Delete
  18. HI VP SIr,

    Can you please provide your view on Transport Corporation of India(TCI), TRF, Shilpa Medicare , Karur vysya bank, VST tillers for long term ( around 10 years ) . Can it be a multibaggers?

    ReplyDelete
    Replies
    1. VSt tiller and TRf are already recommended stocks , use the search opyion .Positive on TCI , not tracking the rest.

      Delete
  19. Is Kanoria chemicals worth buying?

    ReplyDelete
  20. Hello Sir,

    what's your opinion on Globus Spirits Ltd from current level?

    ReplyDelete
  21. Sir,
    What is your view on nath biogene at CMP of 129, is it a buy?

    ReplyDelete
    Replies
    1. No change in previous view on this co.

      Delete
  22. Please if you could throw some light on the land bank of Control Print and its valuation and how it can change the future valuations of the company..moreover what is your future outlook for the company based on its sector related with e-commerce.

    ReplyDelete
    Replies
    1. I am not a big fan of these type land bank stories .

      Positive on Control print due to the potential of its core business.

      Delete
  23. Happy Ganesha Chathurthi.

    What is your current view on your old stock recommendation Superhouse Ltd?

    ReplyDelete
    Replies
    1. Average risk takers can take part profit .

      Delete
  24. Sir,Please share your view on Sugar stocks - Bajaj Hindusthan and Shree Renuka ?

    Thanks

    ReplyDelete
    Replies
    1. Inconsistent govt policies especially by different state govts in cane pricing creating lot of uncertainities in this sector.

      Delete
  25. VP Sir, after stock split havell is trading around 285-290, is there still value in it?

    ReplyDelete
    Replies
    1. Positive on the stock for long term.

      Delete
  26. sir your views on Dishman Pharma please...

    ReplyDelete
  27. Sir your view upon India Nippon and mangalam cement I want to buy both at cmp for long term plz reply

    ReplyDelete
    Replies
    1. Mangalam is an already recommended cos,still positive for long term.

      India Nippon is suitable for long term passive investors.

      Delete
  28. Happy Ganesh Chaturthi
    May lord GANESH Spread Happiness in all our lives

    GANPATI BAPPA MORYA

    ReplyDelete
  29. Dear VP Sir,
    Very Good Afternoon, i wish to invest in BASF ans Va Tech Wabag in SIP manner very discreetly. Is it a nostrum way and may turn legitimatize in long term (2 Years) . Seeking your kind advice on the same.

    Rgds,
    Ajay Singh.

    ReplyDelete
    Replies
    1. Both these stocks are recommended ay very lower rates .

      I dont think, investing in stocks with a time bounded manner ( 2 years) is the right way.

      Delete
  30. Sir,
    Can you please suggest any new share for long term, I did invest with absolutely loss since last couple of years, luckly found your site and carefully observed majority of your suggestion are multibagger. I am looking for long term, please suggest.

    ReplyDelete
    Replies
    1. Not providing any personalised service.Stock ideas are sharing here periodically, use that inputs for your further study and act if and only if you find the same suitable for your risk profile.

      Delete
  31. Hello sir

    What is your view on samkrg pistons?

    ReplyDelete
  32. Dear VP Sir,
    Seems there is some starting problem with Bilcare and Dion. Regards

    ReplyDelete
    Replies
    1. Making money from turn around stocries is possible only for investors with enough patience .

      Delete
  33. sir ,
    Sharp india a good investment?

    ReplyDelete
  34. Dear Sir,
    I have few shares of Marico Kaya, 8 K miles & Nile .I need your recommandation at CMP.
    Please advise
    Regards
    Jitendra

    ReplyDelete
    Replies
    1. Not tracking 8K Miles, one can hold the rest

      Delete
  35. Dear Sir,
    Morgen Stainly,SBI Mutual & Merrill Lyench is havily purchasing your recommanded shares of Sequent in last two months.So kindly update what is going on in comapnay & why they are so bullish in sequent.Kindly update latest view.
    What a resarch in very low price & still dancing will it go up in near future also.
    Regards
    Jitendra

    ReplyDelete
  36. Sir, holding Can Fin Homes @130 .... hold or sell ?

    ReplyDelete
  37. Sir

    Your current view on two stocks, ANIL Ltd and ROTO Pumps

    Regards

    Keshav

    ReplyDelete
    Replies
    1. Already recommended at lower level

      http://value-picks.blogspot.in/2013/02/anil-ltd-buy.html

      http://value-picks.blogspot.in/2011/03/roto-pump-buy.html

      Delete
  38. Hi VP,

    What is your view on Thomas cook for long term?

    ReplyDelete
  39. Dear Sir,
    what is your view on SML Isuzu(old recommendation) at CMP 837 for longterm

    ReplyDelete
    Replies
    1. Recommended @ Rs.335 , one can still Hold

      Delete
  40. Dear VP sir,
    Can you give me some insight whether IBWSL Indiabulls wholesale is a good investment ..I have invested @28.
    Thanks

    ReplyDelete
  41. Sir, you're doing a thankless job and I have made good profit out of the stocks recommended by you.

    I am a relatively new investor with a long term view on my stocks. My only concern is current market levels. In case market start sinking, what are the effects on a good stock? I know they are doing good, booking profit, but in case the sentiments go against the market, do these stocks also suffer?

    The reason I am asking is because during the last major downfall (in 2008-09), I was not following markets at all. I was looking forward if you can give me some perspective on it.

    Thank you again for sharing your wisdom with us. Hoping to hear from you.

    --
    Saaransh

    ReplyDelete
  42. Hi Sir,

    what's your current view on Sunil Hitech after it's Annual report?

    ReplyDelete

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