Monday, August 3, 2015

V2 RETAIL LTD - RESULT UPDATE

V2 -RETAILS  suggested as a BUY @ Rs.14 ( Link HERE) ,currently trading around RS.73.

Company reported its June quarter result as available HERE .

This is the best June quarter for the company in last six years.

70 comments :

  1. Dear Vp

    On valuation terms in comparison with other listed retail players and also in terms of other ecommerce players (plus infibeam which is expected to be listed soon) do you still find the stock undervalued?

    Is it still a hold for the next 2 years?

    Regards
    Ravi

    ReplyDelete
    Replies
    1. There is no pure play e-commerce companies listed in Indian Market so far.

      Delete
  2. Sir, Thanks for your guidance..V2 and South I paper has posted good results and patience seems to be paying.. please share any update you may have on Amines and plast. Wishes and prayers of many like me are with you.

    ReplyDelete
  3. Jimmy Paulose KurienAugust 3, 2015 at 10:08 AM

    Dear sir,

    Please give your esteemed views on my new hunting basket :) 1) Deccan Gold Mines 2) Tree House Education, 3) Patel Integrated, 4) Ashiana Housing and 5) LT Foods

    All of these five are from different sectors and growing companies. Your views are eagerly awaited sir.

    ReplyDelete
    Replies
    1. Positive on Tree House and LT Foods , not tracking any others from your list

      Delete
  4. Dear Sir, is it a good buy at the CMP? I am looking at buying around 500 shares of V2 with a horizon of about 6-8 months. Worth it?

    ReplyDelete
  5. V2 Retail's result shows that the recovery is well on its way. Great call VP sir.

    ReplyDelete
  6. Sir in your earlier post in July you had mentioned about MIC Electronics: I am thinking of buying 1000 Shares at the CMP of around 28 Rs. Is it a good buy? What's your estimate about this stock in the near future 6-8 months?

    ReplyDelete
    Replies
    1. Generally I am recommending stocks when I feel the same suitable for average risk takers ( If otherwise not specified) . Thereafter there may be various developments in the company . Fix an entry rate after considering these developments and your own risk appetite. Updating recommendation at each price point is not practical.

      Delete
    2. Dear Prasad - Please read more on VP sir's blogs or his comments before coming back with questions. This blog is for creating long term wealth based on fundamentals and long term performance track record...definitely not for short term gains. You are welcome to look elsewhere for short term gains. This is not to put you down, but I myself have learnt the lessons in hard way by going after short term gains and missing out on real wealth/wisdom.

      Delete
  7. thank you for V2 retail. What's your view on Panasonic energy

    ReplyDelete
    Replies
    1. We have discussed this stock around Rs.75 .Now at Rs.400 , neutral on it.

      Delete
  8. Please let us know whether we can add tata power and shipping corporation of india

    ReplyDelete
  9. Thanks fo your updatesVP sir. What about Hindustan Tin Woks, which stock was recommended by you earlier.. They have announced the best quarterly results. Please let me have your views on this stock.

    ReplyDelete
    Replies
    1. Later suggested to shift from Hind Tin ( http://value-picks.blogspot.in/2015/05/result-updates.html)

      This quarterly result prima-facie seems good only because of one time exceptional income of Rs.9 Cr

      Delete
  10. Sir, can you pl share ur views about these two companies:
    1. Black Rose Industries Ltd.
    2. Ashok alca-chem ltd.
    about their promotors reliability, future growth aspects, their business profile and margin etc.
    Pl give your valuable suggestions about the company.

    ReplyDelete
  11. Dear VPji,

    What is your view on Deccan gold?

    ReplyDelete
  12. Sir,

    Please suggest where we can see your comments now ...as because of SEBI rules, very less suggestions we are able to see...and your suggestions are very helpful for all of us.

    Please suggest any other way to see your comments.

    Thanks
    Mahesh

    ReplyDelete
  13. Dear vpji,
    moldteck has declared very good results.sales has incteased evenafter low raw material price and company is almost debt free now. However I would like to request you to give present status of their expansion plan.
    Thanks in advance .

    ReplyDelete
    Replies
    1. Company just raised the funds and only recently incorporated a subsidiary in UAE for expansion.

      Delete
    2. Sir ur view on skil infra ltd promoted by nikhil gandhi

      Delete
  14. Sir,

    Your comments on INTERNATIONAL COMBUSTION & PEARL GLOBAL INDUSTRIES?

    Thanks and Regards
    Susheel

    ReplyDelete
    Replies
    1. Issue of Intl Combustion is the recession in Industry , may fit for long term investors.
      I prefer PDS Multinational over Pearl Global.

      Delete
  15. Dear Sir,
    If you are tracking Nectar Lifesciences, plz share your views. Can it be a good long term investment bet ?
    Thanks

    ReplyDelete
  16. Sir please your view upon biocon at present and about pennar ind.

    ReplyDelete
  17. Replies
    1. It is ok till raw material cost @current level

      Delete
  18. Respected Sirjee,
    I am holding Claris Life Sciences Ltd,after news broke out of IT Raid,it's falling,your advice is awaited.

    ReplyDelete
    Replies
    1. Already suggested to exit when company initiated asset sale.

      Delete
  19. your views on samkrg result sir?? thank u

    ReplyDelete
    Replies
    1. Considering the labor issues , I expected a bad result but it is better than expectation.

      Delete
  20. What are your views on Ion Exchange at current levels?

    ReplyDelete
    Replies
    1. It is an already suggested stock @ Rs.126 ( http://value-picks.blogspot.in/2012/08/ion-exchange-ltd-repeat.html) .At current price of above Rs.300 , neutral on it.

      Delete
    2. VPji,
      A naive question. When you say neutral on it, does it mean I can enter now, or if holding I can continue to hold, or continue to sell.

      Delete
  21. Dear valuepick ji, your old recommendation tastybite is quoting around 1400 now. Kindly give your opinion about the future prospects of ADF Foods. Is it a buy/accumulate at CMP?
    Thanks in advance
    Regards
    Senthil

    ReplyDelete
  22. It already multiplied by almost 10 times. Recently company acquired by a Japanese Company named Kagome . Frankly speaking , I have limited knowledge about this Japanese company , hence , after this massive run up of 10 times , not suggesting a fresh entry from my side . Try to understand the said Japanese co's credentials and take a call.

    ADF is also an already suggested stock.

    ReplyDelete
  23. Hi VP,

    Please share your view on future aspects of below scripts and current viewpoint on whether to invest or dis-invest

    SML ISUZU
    Motherson Sumi Systems Ltd.
    Sterlite Technologies Ltd.
    HSIL
    8K Miles Software Services Ltd
    Blue Star Infotech Ltd.
    Infosys Ltd.
    Tata Elxsi Ltd.
    Rajesh Exports Ltd.
    Larsen & Toubro Ltd.
    Eveready Industries India Ltd.
    Igarashi Motors India Ltd.
    Suzlon Energy Ltd.
    Snowman Logistics Ltd.
    Nilkamal Ltd.
    V2 Retail Ltd.
    Srikalahasthi Pipes Ltd.
    Ratnamani Metals & Tubes Ltd.
    Welspun Corp Ltd.
    OnMobile Global Ltd.
    Arvind Ltd.
    Gokaldas Exports Ltd.
    Kitex Garments Ltd.
    Welspun India Ltd.

    ReplyDelete
  24. Dear Sir,

    L&T has sold all its stake from Salzer Electronics that you have covered in Dec '14. Do you think this will affect Salzer in future? Please share your thoughts.

    regards,
    Chelvan

    ReplyDelete
    Replies
    1. Though L&T exited from the company as an Investor , it is learned that there is no change in their marketing pact with Salzer , hence no change in previous view on this company .

      Delete
    2. Sir any change in your view on Cox&Kings? Is it still good. Today result show decline income

      Delete
  25. Respected VP Sir,

    Greetings of the day!!

    I thank you very much for sharing such great details.

    Can you please share your view on Vedanta at this stage is fare to enter i already purchased at higher cost.

    Thanking you advance...

    ReplyDelete
    Replies
    1. Not interested in any cos from this group

      Delete
  26. Dear Valuepick,

    With the (projected) extended depression in oil prices, Saudi Arabia may be heading for tougher times (in few years). Do you see this impacting the SBG, thereby impacting its interest in IL&FS Eng or its subsidiary in Saudi (MISA).

    Thanks a lot,
    Vijay

    ReplyDelete
    Replies
    1. I think they will more aggressive in other countries like India

      Delete
  27. Dear sir Dion Global reported losses any view change due to this one qrt results. Tks

    ReplyDelete
  28. Sir please post your views on Skipper....thank you.

    ReplyDelete
  29. Hi VP,

    Please share your view on Snowman Logistics Ltd.

    regards

    ReplyDelete
    Replies
    1. Potential is there but price is not cheap

      Delete
  30. Sir, please comment on Pioneer Embroideries Result

    Thanks

    ReplyDelete
  31. What is you views on Amines & Plastcizers, which was recommended by you earlier and the company made very good profit during the quarter ended 30th June 15.

    ReplyDelete
    Replies
    1. Profit up by 60 % . Keep an eye on the trend of Crude oil prices. Prolonged lower crude price may impact shale gas production , thus the demand of company's products.

      Delete
  32. Hi Sir, One of you old recommended stocks... fortis health care are you still positive abt it

    ReplyDelete
    Replies
    1. Positive but only for investors with enough patience.

      Delete
  33. Please share your views on Rolta, Suven life sciences Kopran

    ReplyDelete
    Replies
    1. Kopran already covered, not tracking the others.

      Delete
  34. Dear sir,
    Can you please share your views on Praj Industry.

    ReplyDelete
  35. Sir, I am a new visitor. I appreciate your advise on my holdings.
    Suzlon Energy -2000 Nos- Looks to hold for minimum 2 years
    Federal Bank - 163 Nos- Interested to buy more and looks hold for 5 years

    ReplyDelete
  36. Hello VP Sir,

    Request you to throw light on KGL (Karuturi Global Ltd )

    ReplyDelete
  37. Sir,

    your view on odyssey technologies

    ReplyDelete
  38. Sir,

    Your views on HCL Infosystems, Indosolar

    ReplyDelete

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