Saturday, August 29, 2015

SEQUENT SCIENTIFIC - BUSINESS UPDATE







This stock suggested @ Rs.138 hits its life time high Yesterday  @ Rs.889. Management is keen to utilise every opportunity to emerge as a globally recognized player in animal health sector through inorganic route .As part of this strategy , company acquired many firms around the globe in past few months .The latest one in this series is  the acquisition of  Animal Health business of Lyka Exports  which announced yesterday .( Link HERE).


Latest CNBC Interview with MD HERE

Initial stock suggestion Link HERE

82 comments :

  1. hi sir
    whats your view on mm forging after management clarifis that this yr. is a yr. of consolidation & they expecting 5-7% growth

    ReplyDelete
    Replies
    1. This stock suggested @ Rs.187 and not suggesting for fresh buy @ CMP Rs.627

      Delete
  2. Thanks for your multibagger recommendation of Sequent Scientific. I am holding it from your recommended level. The stock has run up a lot since. Would you advise a hold at CMP.

    ReplyDelete
  3. Sir, i have a query on SKM

    FY 2014-15, on installed capacity of 6300 MT, they had production of 7599 MT with 121% of capacity utilization. Has SKM already done capacity expansion but not yet announced ?

    ReplyDelete
    Replies
    1. Though the official production capacity is 6800 MT , company managing this level by making certain adjustments in storage capacity and processing speed of machinery

      Delete
  4. earnings -ve, P/BV 36, -ve OCF, debt/equity 8 times-pure speculation !!!

    ReplyDelete
    Replies
    1. If feels so avoid it .

      Anyway let us see ,I am fully confident

      Delete
  5. Sir,


    My request for your views on Astec with respect to recent results are still pending....it is at a decent discount to yrly high...worth s buy @ cmp ?

    ReplyDelete
    Replies
    1. Astec suggested @ Rs.57 , hold it

      http://value-picks.blogspot.in/2010/05/astec-life-science-patience-will-pay_06.html

      Delete
  6. Dear Vp

    Isnt hester biosciences a better bet as it is more established in this segment?

    Also secondly wanted ur views on Multibase which was your old recommendation.. is it right time to add more?

    Regards
    Ravi

    ReplyDelete
    Replies
    1. I believe Sequent will outperform and become a global player

      Delete
  7. Wil you comment on investment in pincon spirits and good luck steel at current market

    ReplyDelete
  8. Sir ur view on Hsil and tata communication.

    ReplyDelete
    Replies
    1. Positive on HSIL for long term

      Not tracking Tata Comm.

      Delete
  9. Dr VP, what's your view on Ashok alco-chem Ltd.

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  10. Sir, wat u think wen will the positive effect of all these acquisitions will start relecting on balance sheet of sequent??

    ReplyDelete
  11. Sir what is your view on Greenply Ind? Or plywood sector in general. Any pick from that sector?

    ReplyDelete
  12. sir
    i have mm forging @238 based on your recom.,should i hold?

    ReplyDelete
    Replies
    1. Don't expect sharp appreciation happened in past in future too.

      Delete
  13. Dear VP , your view on Richa Industries.

    ReplyDelete
  14. sir what is your view on PTC India financial services

    ReplyDelete
  15. Mr VP, United Drilling Tools has corrected significantly and is at multi-year lows due to poor results. Are you still positive on the company?

    ReplyDelete
    Replies
    1. Fortune of entire companies operating in oil drilling service turned up and down due to sharp fall in oil price .If this situation lasts long , it is not good for the entire industry

      Delete
  16. Sir, are still bullish on Gokaldas Export - one of your old recommendation? or any chnage in views?

    ReplyDelete
    Replies
    1. It appreciated 100 % from suggested level , not suggesting for fresh entry

      Delete
  17. want to re enter hindustan tin.Is it good at current level? earlier recommandation was 70 now its trading around 52 to 56 what is your thoughy is fundamental is still sound.

    ReplyDelete
    Replies
    1. What is the relevance of this question even after I suggested to shift from this ?

      http://value-picks.blogspot.in/2015/05/result-updates.html

      Delete
  18. sir, i have 335 shares of ilfs engg at an average price of 80 .It has now moved to a price of 60 which is giving me a fear of loosing my money.Will the company perform in long term is still a question due to its debt.In a recent clarification by company to exchange it was disclosed that company is looking to reduce its debt by selling some of its investments.Whats' ur view about it and should i buy more at current price to average my price or wait patiently?? Thanks a lot sir ...

    ReplyDelete
    Replies
    1. Loosing money is a possibility in stock market and if you are not ready to loose better to avoid investing in stocks especially in small and mid caps.

      No change in previous opinion about IL&FS , but I believe these type stocks are not suitable for people like you .Better to shift to some blue-chips

      Delete
  19. Sir..I hav written yo u earlier but no reply from your side. ....can u please tell me if I can invest in escorts. ..awaiting your reply...thanks

    ReplyDelete
    Replies
    1. At least ten times I replied to different readers that I am not tracking Escorts

      Delete
  20. I want to buy PG Electroplast at CMP; whether itsworthy to buy at CMP

    ReplyDelete
  21. HI Sir,
    what is wrong with Vimal Oil n foods..

    ReplyDelete
    Replies
    1. Company's decision to sell off Dairy business is unfortunate.Suggesting to exit from the stock.

      Delete
    2. Dear VP sir I am holding sanghi Ind @,58 .want to know the future prediction from you.plz suggest me what should I do ?thanx very much.

      Delete
  22. Sir, I believe Orchid is still in your buy list? Needed Patience to see green shoots. thanks and regards,

    ReplyDelete
  23. Sir,
    Whats your view on South Indian Bank, Tree House Education & Good Year India.

    ReplyDelete
    Replies
    1. Not tracking South Indian Bank

      Tree House is a good company from Education sector , but one should enter at an appropriate rate

      Good Year is an already suggested stock at lower rate.

      Delete
  24. Sir ur views on subex! It has fallen from 16rs to 11rs...

    ReplyDelete
    Replies
    1. Why one need to change the opinion about a company and its business only because of change in the mood of stock market ?

      Delete
  25. Hats off to you valuepick sir.
    I am following your recommendations since 2010-2011 and made good profit. The entire credit goes to you only sir.
    Can you please clarify my doubt? 1. How can you able to keep track of so many shares? 2. How much time will you spend per day to study /track the companies? I am spending approximately 60 min per day which I feel as significantly insufficient.
    If you are willing to answer, you reply. Otherwise no problem.
    Once again thanks a lot for your recommendations
    Regards
    Senthil

    ReplyDelete
  26. Dear Sir,
    Please share your view on current events occured in ERA INFRA. I believe that it may become a good company in future. With high risk, can we take some exposure in this stock for good appreciation? Please share your view.

    ReplyDelete
  27. Hi Sir
    I am a mutual fund investors and want to invest 5%-10% of my portfolio in small and mid cap. can you please suggest some good stocks at current levels

    ReplyDelete
    Replies
    1. Risk level in Mutual Funds and stocks are different especially in case of small and mid caps

      Delete
  28. Dear VP,

    Thank you for your response on Astec to hold.

    However, there has been a significant development of takeover …. Astec life science takeover by Godrej Agrovet Limited

    – promoters have agreed to sell 45.29% of the current paid-up equity shares at a price of Rs. 190 per share to GAVL ….. This is at discount to cmp (240). Why would someone do that in a bull market. Promoters had 54% of their stake as pledged but …. or does this mean promoters no longer see potential.

    From shareholders perspective, I feel, this should be positive development – strong\deep pocket promoters taking over, benefits of synergy, distribution channel, cross selling, etc etc . Also Balram Singh Yadav, MD, Godrej Agrovet, said that they will retain the current management.

    Can we expect better days ahead for the company. Request you to share your valuable opinion\analysis on this.

    Thank you.

    Regards,

    ReplyDelete
  29. Sir,
    Whats your take on Sugar industry? In particular EID Parry, Shree Renuka Sugar and Bajaj Hindustan?
    These are looking very attractive at CMP.

    ReplyDelete
    Replies
    1. Not a compelling buy at present for short to medium term

      Delete
  30. Sir what is your view on AMTEKAUTO. Recently stock corrected heavily because of one quarter bad results

    ReplyDelete
    Replies
    1. Not tracking any cos from Amtek Group

      Delete
  31. Sir if you are given a choice to put money in one share which one you will choose between Sasken Communication Technologies and Satin Creditcare Network Limited?Because i am holding shares in Sasken but i am not able to understand how this company will move forward.Sir your view on it.Sir i have asked you previously also on Sasken but you didn't reply please reply at least on this one.

    ReplyDelete
    Replies
    1. Already suggested to book profit in Sasken when Anjan Lahiri resigned from the company

      Delete
    2. Thank you sir for your reply actually since they are keeping on giving dividends i was in a kind of confusion and now a recent buy back of 41lakh shares.

      Delete
  32. What's your opinion on Hester Bioscience?

    ReplyDelete
  33. Sir,seeking your views on 2 unique compnies from your oll recommendations - 1. Zicom Security 2. Schnider Electric
    - Are you still tracking these and any bullish or bearish views?

    ReplyDelete
    Replies
    1. No change in previous view on the business of companies , but suggested price and current price is not the same.

      Delete
  34. Value Pick Sir - How do we invest in companies which are not listed and going to be listed in future like RBL Bank , LUX Industries...

    ReplyDelete
    Replies
    1. There is lot of persons/firms dealing in unlisted stocks and you can google for the same , but no idea about their reliability

      Delete
  35. Dear VP,

    Please share your views on Anil Ltd (a stock earlier recommended by you in Feb' 2013). I saw a new article on merging all the group's businesses under one flagship entity (http://timesofindia.indiatimes.com/city/ahmedabad/Anil-Groups-different-businesses-to-be-brought-under-flagship-listed-entity/articleshow/48757810.cms), is it a positive move in your view point?

    Thanks in advance.

    ReplyDelete
    Replies
    1. Difficult to comment anything at this point without knowing the financials of entities to be merged with Anil.

      Delete
  36. what is your view on Metalyst Forgings Ltd.

    ReplyDelete
    Replies
    1. Dear

      In reply to one of the above question itself I clearly replied that I am not tracking any companies owned by Amtek group . Please check recent replies before posting queries to avoid repetition.

      Delete
  37. sir what is your view on IZMO. i have bought it at 81.9

    ReplyDelete
  38. Sir,
    As per the Annual Report of SKM, the increase in other income is on account of a forex gain of 9 cr as against a forex loss of 7crores . Also there is a write back of compensation paid to customer of around 1.7 crore as against an expenditure of 4.15 cr. The directors mention that the pricing power for their products have improved and with the currency situation more or less in favour of SKM, we may find that this increase will be reflected in Sales for the current year and give a better picture.
    Any views on this.

    ReplyDelete
    Replies
    1. Expecting good performance in coming quarters.

      Delete
  39. Dear Sir,
    All other sites members are recommending shares by giving disclaimer as there is no restriction in recommending in public media...... think about it sir...please.....

    ReplyDelete
  40. Sir suggest ur views on nandandenim and nitinfire protection

    ReplyDelete
  41. Hi VP
    What is ur view on MIC and Porwal Auto ?

    ReplyDelete

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