Wednesday, July 29, 2015

SKM EGG PRODUCTS EXPORT (INDIA) LTD -RESULT UPDATE

Company reported its June quarter result as available HERE 



Disc: Holding shares of SKM and no other vested interest

38 comments :

  1. Nice Sir ! thanks for the great pick i am holding since 68 rs/-
    Is there any dividend announce for SKM?

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  2. VP ji, what are your comments on the results and future outlook? Seems to be very much undervalued. Should be at least 230 for a 20 PE.

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    Replies
    1. Expecting better days ahead, if present situation prevailing both on product price and raw material price side

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  3. VP sir. Congrats to you sir and your conviction. I have been holding SKM since 60 levels and have not sold. In the coming days, the market will definitely give a premium both to the business and management and we expect the stock to fly. Your conviction in the management and the fundamentals will reap fantastic dividends both for you and your followers, including me!

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  4. very good result as per Q1, Thanks.

    After latest update in "Himalya International", Is there any change in your opinion?

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  5. Hi Sir,

    I have noticed "changes in inventories of finished products, work-in-progress and stock-in-trade"

    Can you please let me know what it means?

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    Replies
    1. I think a simple googling will serve your purpose

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  6. Also bulk of the PAT depends on other income, which is mentioned as forex gain. Don't you think it is a bigger risk? Pls adivce

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  7. Company clearly stated in notes what the other income components are. In case of this company Export incentive can't considered as a one time in nature .If we compare its March quarter result , profit excluding other income improved from Rs .1.41 Cr to Rs.5.5 Cr.Considering the work in progress / stock in trade, ongoing price of end products and raw material cost , I am expecting better days for SKM in medium term.

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  8. Dear Sir,

    Thank you for sharing SKM as a pick while it was much lower. Thanks also for providing quarterly and occassional updates. I had sent you a friend request on your FB page twice. Can you please add me in FB? Thanks again.

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    Replies
    1. Lot of friend requests are pending for the past many months in FB . As you are aware , the maximum number of friends permitted by FB is 5000 and my friend list already reached there . Because of this reason , not in a position to accept any more friends till some one leave . No plan to convert it into a business page . This is the reason for not accepting many friend requests.

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    2. Joe you can always choose to follow the FB page, it will serve the purpose of you being a friend. But yea I understand that it can never replicate the meaning of being a friend.

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    3. Can you pls share the FB page link?

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  9. Sir, may be a silly doubt. Any reason why are you expecting better days for SKM in MEDIUM term instead of Long term...?

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    Replies
    1. It never means it is not good for long term . I just mentioned about the visibility in medium term due to good product price and reasonable raw material cost.

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  10. Vp sir I am holding this gem from levels of 53/-.Not even trying to trade in fear of losing one more multibagger.

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  11. Hi Sir
    Pls update about SAMKRG PISTON..

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    Replies
    1. Labour unrest in its factory may impact Samkrg's performance in short term.

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  12. sir, any update on IL&FS as it is not moving.

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  13. Sir, ur view on sequent scientific results..??

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  14. Due to preoccupation , not in a position to reply for queries for next three days

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  15. your views on usher agro sir??? thank you

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    Replies
    1. I have no idea about its promoters , hence no comments

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  16. What is your view on Essar oil based on recent news - delisting approval?

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    Replies
    1. Not tracking any companies from Essar Group . In past many occasion they cheated retail investors , hence not interested.

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  17. Hi Sir. Your views on KATWA UDYOG, ROLLATAINER please.

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  18. Dear vp sir your comments on waterbase n nandam denim future prospects

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  19. Dear VP Sir do you track danlaw technologies or Odyssey Technologies? Your comments please

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  20. Sir ur view on acrysil limited and camlin fine sciences?

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