Tuesday, October 27, 2015

ANJANI PORTLAND CEMENT - RESULT UPDATE

Latest September quarter Result HERE

Link to old posting HERE

Discl: Holding APCL

66 comments :

  1. Sir would u please share your view on hind media venture's result

    ReplyDelete
    Replies
    1. It is steadily growing , stock suggested around Rs.185 ,one can still hold .

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  2. VPji,

    Do you suggest fresh entry to Anjani Portland?

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    Replies
    1. Anjani Portland suggested around Rs.35 .But thereafter many important developments happened in it including the takeover by Chettinad Cement group. Though the risk level increased , I believe still enough steam left in it for long term investors . Company now planning to reduce debt through a rights issue .

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  3. Sir your view on archidply &lloyd electric

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  4. Your view on multibase after current results.

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  5. Thanks for sharing. Your views on den network and siti cable sir? Do you think they get benefitted from digitilisation?

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  6. Sir, your view on Patel Air temp at CMP pls.

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    Replies
    1. No change in previous view , one can still hold

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  7. Dear Sir,

    The Promoters' holding in Nath Bio Genes came down from 47.82% as on 30.06.2015 to 45.01% as on 30.09.2015.But there were no disclosures of sale by promoters during the quarter.Moreover the results are also bad.Do we need a relook at the investment.I am not holding any shares in Nath Bio Genes,but looking to acquire some.

    Regards,
    Manish

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    Replies
    1. About two months back , I replied in detail about the changing prospects of seed industry in general and requested to take a cautious approach due to more than one reasons , including state government's decision to implement price cap for seeds, adverse weather conditions, royalty payment issues..etc,etc. These issues are applicable to all listed companies at different degree of impact . These changes in business fundamentals may impact negatively all companies and hence I am not very positive as in the past in case of whole stocks from seed sector.

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  8. Hi VP ,

    Can you pls share ur valuable suggestion for "Fresh Entry" in V2 retail for long term also suggest same for SKMEGGPROD and APCL.

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    Replies
    1. I am suggesting stocks at a price when I feel the same is suitable even for average risk taker , rest depends on one's risk taking capacity.

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  9. Sir, Pls share your views on Enkei Wheels. Thanks

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    Replies
    1. This stock suggested @ Rs.64 , neutral at CMP Rs.176

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  10. Sir,

    I have tried posting queries a million times. But with no luck.

    Request you to share your views on the following at CMP:
    1. Kwality credit
    2. Icici bank
    3. Kotak bank

    Are there any pharma stocks which you feel are suitable for entry at CMP for average risk?

    ReplyDelete
    Replies
    1. Not tracking any of the mentioned stocks

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  11. Dear VP sir
    what ur view Atlanta
    and GPPL

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  12. Sir how to follow u on mmb....thanks

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    Replies
    1. http://mmb.moneycontrol.com/india/messageboardblog/boarders/76616c75657069636b

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  13. sir pls suggest your views on navin flourine and kellton tech at CMP?

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  14. Dear sir please your view bambino agro

    ReplyDelete
    Replies
    1. Expressed more than once , use search option, no change.

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  15. Sir, Your views on Prism Cement ?

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  16. Sir, your view on Mahindra CIE from investment perspective ? Thanks

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  17. Hello VP,

    Your opinion on "Goodluck Steel Tubes" please !!

    regards
    Amit

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  18. Please share your opinion on Lycos Internet.

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  19. VP

    Regarding IVP. I looked into books and found that there is initial signs of turn around. It would help if you could guide about business growth prospectus. I am anyways going to read AR this weekend.

    Thanks

    ReplyDelete
    Replies
    1. My opinion on IVP already shared in MMB . Check the messages under the following link

      http://mmb.moneycontrol.com/india/messageboardblog/boarders/76616c75657069636b

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  20. Sir,

    Any fresh view on Lactose India? I guess next year onwards the contract is going to have an impact on ROE..Please let me know if I read it wrong

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    Replies
    1. Since management is not ready to clear even basic doubts ,not tracking it now.

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  21. Hi VP...thanks for all the good work for the investment community...I had a quick question for you. Can you please let us know the stock/s in which we can have a SIP based purchasing?

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    Replies
    1. I don't think small or micro caps are generally suitable for SIP ,better to look into large cap blue chips fro that purpose .

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  22. Dear VP Sir,

    I have Tech mahindra (originally Satyam) since 2010 @ 660 received after merger of satyam. now i want to shift from Tech Mahindra to SKM Egg or MIC Ele. for long term investment. please give your valuable opinion.

    regards

    Dainy, Chhattisgarh India

    ReplyDelete
    Replies
    1. Dear ,

      Magnitude of business and risk is entirely different.

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  23. Dear VP Sir I have not applied for coffee day enterprises IPO. Now I would like to go for it in the open market and keep it for long term. Whether it will be a good time to go for it or wait for some more time.

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    Replies
    1. How we can say an asset is worth or not if its price is not known ?

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  24. Please your view on samkrg piston at current label?

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  25. Dear VP Sir,
    For long term aspects please provide your views on Yash papers, lakshmi energy & alps industries Thanks in advance
    U.Sundar

    ReplyDelete
    Replies
    1. Why you are asking it again even after I shared my opinion on all these stocks in MMB ?

      http://mmb.moneycontrol.com/india/messageboardblog/boarders/76616c75657069636b

      Delete
  26. Sir, Have a look on KOEL Q2 result and share your valuable opinion plz.

    Thanks in advance...

    ReplyDelete
    Replies
    1. While analyzing any result we must consider the ground realities too. As you are aware , the user industries are going through a tough time and it will certainly impact the company .Considering this , result was not bad and let us hope for an improvement once the economy start to show momentum.

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  27. Sir.
    Last time i asked your views on
    Mindtech and Epc industries
    Mindtech goes to 135 from 62 so can you give me suggestion whether i should buy at current levels or not ?

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    Replies
    1. Whether stock moved or not , I can't express my opinion about any stock If I am not tracking the same.

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  28. V2 retail was fallen yesterday due to some insider information..?

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    Replies
    1. Seems so. may be someone know the result in advance.

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  29. What is your view on kanoria chemicals

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  30. Sir your view on essel propack results?

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    Replies
    1. Consolidated numbers are satisfactory

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  31. Sir, PFRL demerger is yet to happen. are you still bullish on the stock?

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    Replies
    1. There is no de-merger is going to happen in PFRL

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  32. Hello VP sir, Thanks for sharing your valuable comments.

    Can you please share your view about Waterbase?

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  33. Pranam Sir, kindly guide me on IFCI as I have 6000 shares at an average of 27rs

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  34. Hello VP Sir, Recently there was a news that Birla Group is going to start its online shopping venture for its Retail Clothing products where they are planning to sell all its brands. Is this going to affect the growth of PFRL. Now a days people prefer online shopping more :)

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  35. Sir your view on Bhel... Ongc... Please

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  36. Hello VP Sir,
    I am holding IVRCL 2000 shares from last 3 yrs and I had taken very high range ,can you Please suggest on this stock

    ReplyDelete

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