Saturday, October 18, 2014

CAPITAL TRUST LTD - RESULT UPDATE





 
Capital Trust Ltd recommended few years back at a higher price compared with  Current Market Price.This micro finance company's performance badly affected in past few years- as in the case of peer company SKS Micro Finance  - due to uncertainty in micro finance sector  and lack of clarity in laws .Now, in recent times company seems coming back to growth path  and reported improved numbers in last two quarters. Company already reported more than Rs.5 EPS for  six months itself in this FY.When I recommended this stock earlier , It had 23 branches and now the same increased to 60 +

September Result as follows



Stock is currently trading around Rs.50 and listed only in BSE

Link to Company Website HERE

Link to Latest Annual Report HERE

Link to Old Recommendation HERE

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  Answer for GTS - 7 will be disclosed on Muhurat Trading Day
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73 comments :

  1. Sir,

    This company started operating as a Business Correspondent to Yes Bank. How do you see this move in making it a big company?

    Regards,
    Varun

    ReplyDelete
    Replies
    1. It was an old story, now working independently

      Delete
  2. Dear ValuePick,

    Even after CDR approval, Panacea is going down. Is it just impact of market trend or am I missing something.

    Thanks,
    Vijay

    ReplyDelete
  3. Hi vpji good morning.God bless you. I am holding mmfl from 220. After the recent turmoil in Europe will it affect the company. Can I hold onto it or sell it out.

    ReplyDelete
    Replies
    1. I don't think there is any big change happened in last two weeks except Spains bond Issue related . But if you are not interested to take risk , book profit.

      Delete
  4. vp sir
    it is your new recomondation or update ??? can i boughat it @ current level ??
    please suggest me

    ReplyDelete
    Replies
    1. It is not a new recommendation ,but feel still steam left in it.

      Delete
  5. Sir,
    What is your view on sharon bio medicine, i bought it at 70...Can i hold for long term or sell it?

    ReplyDelete
  6. which is exactly muhurat trading day?

    ReplyDelete
  7. VP sir,
    Do you track Praj Industries? It has posted very good results this time and itz a beaten up stock for the past 6 months. I feel that Praj is back on growth track. Can you throw some light on it if you r tracking?
    Thanx in advance.
    regards,
    Afreen

    ReplyDelete
    Replies
    1. Not strictly tracking it . Never expect higher return from any stock if the entire story is known to majority of market participants.

      Delete
  8. Dear Sir,

    Any update on DOLPHIN Offshore, recommended by you in March 2012. I searched your website for any further update but not able to find further view.

    This script was also recommended as multibagger in Year 2010, 2011 and 2012, by many other analyst, but afterward script nosedived.

    Personally I think all parameters for being multi-bagger are present in this script and is showing increasing trend for sales, EBITDA, PBT and also order book. Further whats your take for correlation for decrease in Crude prices and fortunes of Dolphin Offshore.

    I am planning to enter this script, please suggest your update.

    ReplyDelete
    Replies
    1. Dolphin Offshore recommended @ Rs.84 and currently trading around Rs.170 . If the current trend of low crude price lasts long that may affect the profitability of companies related with oil exploration sector.

      Delete
  9. What's your call on SKS microfinance? Shall I enter capital trust at this level? -Abhijeet

    ReplyDelete
    Replies
    1. Not tracking SKS

      Just updated the result . Take own decision

      Delete
  10. VP sir please your view upon banco product and elgi equiptment

    ReplyDelete
    Replies
    1. Both cos are good , try to enter at appropriate price.

      Delete
  11. vp sir,

    Please share your view on Meghmani organics.

    ReplyDelete
  12. sir,
    please give me your opinion on Mirza international

    ReplyDelete
  13. Can you share your insight about BODAL CHEMICALS

    ReplyDelete
    Replies
    1. Product price is coming down sharply in recent weeks

      Delete
  14. Sir ,would like to know your views on Freshtrop Fruits ?

    ReplyDelete
  15. Sir,
    Capital first has high D/E ratio of 5. How do you see this

    ReplyDelete
    Replies
    1. Debt Equity ratio of companies engaged in money lending will be always high .They are raising debt and lend it at at a margin , which is their business.

      Delete
  16. Sir I want to buy India Nippon ecectrical on eve of mohurat trading day for investment what is your view lot of thanks for your reply which give me confidence for investing in stocks

    ReplyDelete
  17. Sir, appreciate your views on swelect energy system and repco home finance. Thanks

    ReplyDelete
    Replies
    1. Not tracking Swelect Energy

      As a company Repco is good, but price appreciated substantially in recent times

      Delete
  18. Dear Sir.

    What is your opinion on Shilpi Cable Technologies

    ReplyDelete
    Replies
    1. Hi Satheesh

      Promoter share holding decreased by 10 % in Shilpi , that is a reg flag

      Kumar

      Delete
    2. Bit skeptical about its working result

      @Satheesh

      We should pay much attention while analyzing stocks.
      In this case decrease in promoter share holding is only in percentage terms and they never sold anything during this period . This happened due to allotment of shares on a preferential basis to non promoters as part of fund raising . In this background , there is no meaning in assuming promoter share holding decreased and it is a red flag only on this reason.

      Anyway, I am not suggesting it

      Delete
    3. Hi VPji,

      Thanks for sharing the angle we need to look into promoter share holding if there is any decrease. This is a valuable teaching for us.

      Delete
  19. Dear valuepick,

    How do you see ADF foods now, according to recent news flows, i feel they are more focussed now.

    1) Launched new products and many products of good growth are in pipeline

    2) Promoters have increased their stake around 5 %(holding 50 % now)

    3) Their new TV commercials are looking promising

    Please give your views on the same, if you are still tracking

    Note: their efforts are still not reflecting in their profits

    ReplyDelete
  20. Hi Sir,

    Pls share ur view on IDFC and ORIENT REFRACTORIES

    ReplyDelete
    Replies
    1. IDFC is an already recommended stock and no change in previous views

      Not tracking Orient Ref.

      Delete
  21. Sir, my query on Kerala Ayurveda LTD is not appearing. Could you please check and provide a reply?

    ReplyDelete
  22. Am requesting again - Dear Sir, Can I buy V2 Retail at current levels for long term? Thank you.

    ReplyDelete
    Replies
    1. No change in view about this company

      Delete
  23. Sir a small suggestion, can you please post the GTS-7 answer on 22nd evening (after 6pm).. So that we will have enough time to look into.. If possible sir!

    Thanks,
    Saravanan V

    ReplyDelete
    Replies
    1. On Muhurat trading day , there will be no regular trading .Trade will start only in the evening for one hour or so.

      Delete
  24. Sir what's your view on vidhi dye stuff.. It has had stellar two quarters..and expecting another great one

    ReplyDelete
    Replies
    1. Reply given to the query on Bodal Chem above is applicable to this one too. May report good numbers in Sep Qtr too , but beyond that - I really doubt.

      Delete
  25. Sir I would request u to share ur view on capri global as compared to capital first and capital trust. Thanks

    ReplyDelete
    Replies
    1. Not interested to suggest any company to my readers if its names figured in Scams in the past .Whether one can make money or not in such stocks is another matter - even if it is possible I am not interested .

      Capri Global is the new name of Money Matters

      More details in the following Links

      http://articles.economictimes.indiatimes.com/2010-11-25/news/27617823_1_lower-circuit-morning-trade-real-estate-scam

      http://archive.indianexpress.com/news/lic-scam-no-bail-for-money-matters-ceo/734253/

      http://www.moneycontrol.com/news/cnbc-tv18-comments/loan-scam-who-is-money-matters_501465.html

      Delete
    2. Thank u for ur reply sir. Got ur point. Can u pls share ur view on premier explosives.

      Delete
  26. Dear Mr. Vp,

    I was going through your post and found fluidomat which was recommended by you. I also hold it in my portfolio.

    What's your current view on the same. The company is reporting good profit. Controlled it debt but I have one reservation. How big is its market and how it can increase its sales. I didn't see much increase in sales and also not read of any capacity expansion. Also competition from its competitors. Can the part has a substitute and can the user's shift to a different option other than what they manufacture.

    If you could help answer the above points would help me have a more clear picture about the company future growth prospects.

    Thanking you

    ReplyDelete
    Replies
    1. Fluidomat recommended @ Rs.29 which is currently trading around Rs.180.

      Few days back I too expressed your opinion as a comment here and not suggesting a fresh buy @ current rate.Buy prime concern is not competition but limited market size . There was value @ Rs.29 but not @ Rs.180

      Delete
  27. sir
    please one clue to banta he
    FOR GT7
    manufacturing in auto sector
    no need more clarification
    just yes or no

    ReplyDelete
    Replies
    1. Do you think Automobile is a sector for which there is not much market in India ?

      Delete
  28. VP sir ur views on alembic,llyod,amaraja batteries..

    ReplyDelete
    Replies
    1. One can hold Amara Raja, not tracking others

      Delete
  29. Hi VP Sir,

    May I please know your view on Smartlink Network?

    Regards,
    Mohit

    ReplyDelete
  30. Sir, I had a query on poultry sector and Simran farms. But the same is not considered. Could you pls comment?

    ReplyDelete
    Replies
    1. Lack of value added products is the issue of Simran. They are struggling to pass on increased cost to customers when there is increase in feed cost.

      Delete
  31. Sir, what is your view on EPC Irrigation & Ricoh India.

    ReplyDelete
  32. Hi sir...
    What is your view on DHFL at current fall...can we hold and still add more
    Please reply

    ReplyDelete
    Replies
    1. DHFL is still 100 % higher than the recommended price.

      Delete
  33. Sir, what's your view on MPS and Repco Home ?

    ReplyDelete
    Replies
    1. Not tracking MPS

      Please avoid repeating same questioned answered recently , About Repco Home - answered above itself.

      Delete
  34. Not sure why my comments get posted? Repeating again.. Are you still positive on Aimco pesticides sir?

    ReplyDelete
    Replies
    1. Still ? .This stock suggested just 2 months back .What happened in this company to change opinion now . Are you aware about any fundamental negative change happened during this period ?

      Delete
  35. Sir what's your views on USHER AGRO.

    ReplyDelete

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