Saturday, October 31, 2015

RESULT UPDATE

Two companies we are following published their September quarter result Yesterday - SKM Egg Products Exports and V2 Retail. Result of SKM is in line with expectation as follows .Traditionally company's business is better in second half  compared with first half.

Result Link HERE


The second one is V2 Retail which reported lower than expected result .As a notes to result company mentioned about favorable decision  from CIT Kolkata in a tax dispute for Rs.116 Cr out of Rs.167 Cr  ( Company mentioned , IT department may opt for appeal in this matter ) .

Link To Result HERE

128 comments :

  1. As regards SKM results, has the marketed over reacted. The only hitch in their performance is the cost. What's ur opinion VP sir

    ReplyDelete
  2. Dear VP sir,

    Your views on Man Infra?

    ReplyDelete
  3. Thanks for the update sir,
    Do u track vinyl chemical?, if so , please comment on results which I see not up to the mark,

    ReplyDelete
    Replies
    1. Not tracking above two stocks

      Delete
    2. Sir Please share your views on Tata Elxi and Arvind Remedies

      Delete
  4. Polyplex results are getting worse. But DII and FII stakes increased.

    ReplyDelete
    Replies
    1. Global price of their product is still under pressure , Institutions are relatively long term holders compared with majority of retailers

      Delete
  5. Sir any views on panasonic energy result

    ReplyDelete
  6. respected sir, your pick Jenburkt pharma also disclosed this quarter results. plz advise us.
    Regards,
    kiran.

    ReplyDelete
  7. your view on divis lab and glenmark

    ReplyDelete
  8. Hello VP Sir, Thanks for your Valuable updates.
    Adding to the post that, Mr. Shree Shivkumar has been awarded with 'Hidden Gem' award TiECON on October 30th.

    Yes it's SKM a Hidden Gem going to shine in the coming years. Thanks for digging out this valuable HIDDEN GEM.

    ReplyDelete
  9. Sir thanks for this update .... Please your view upon tinplate Ltd. Kopran and pratibha Ind. Thanks......

    ReplyDelete
    Replies
    1. Kopran is only stock tracking from this list and waiting for their result which scheduled on 6th Nov.

      Delete
  10. Dear Sir,

    Does Aban Offshore seem like a a value trap? Your views on the same.

    Regards,
    Manish

    ReplyDelete
    Replies
    1. I don't think so , but considering the industry outlook stock may take relatively long time to perform.

      Delete
  11. How are suzlon results? Should we add more at CMP?

    ReplyDelete
    Replies
    1. Improvement in execution is a positive sign

      Delete
  12. Hi Value Pick Sir, Today Subex announced excellent results, as you said that its Turn around story. Are good days ahead for Subex. Holding good quantity @11

    ReplyDelete
    Replies
    1. Major change in bottom line happened due to interest rate write back on account of conversion of FCCB .Let us hope for top line growth too once there is improvement in global economies.

      Delete
  13. Why skm is falling every day?? It has come down to 170 from 225. Though results are decent.. any views or comment on that??

    Thanks

    ReplyDelete
  14. Sir how was Pantaloon fashion result is it hold or buy.... Please also your view upon hikal Ltd. BGR energ .tinplate Ltd....

    ReplyDelete
    Replies
    1. I don't think anybody buying PFRL at this point based on the result of it ,pre-merger of Madura business.

      Delete
  15. Sir kindly your opinion for century enka ...results r neutral...pls guide for this

    ReplyDelete
  16. VP Sir,
    Your blog follower are waiting for your diwali pick 2015 last time you gave
    skm which is mulitbaggar in last one year.
    A big thank u for the same.
    Regards

    ReplyDelete

  17. Dear VP,

    My earlier request not published, hence requesting again.

    Please share your views on the following
    1. Kwality Ltd
    2. GHCL Ltd

    Regards,

    Vipul

    ReplyDelete
  18. Sir, do you track 1. Sakuma Exports 2. Madhav Marbles ?

    ReplyDelete
  19. Dear VP Sir,

    Pioneer results are out. They have settled their complete debt with SBI & Corporation bank. I wasn't expecting much from Operational profits as they have to deal with Debt first at this point. We understand Turn around wont happen over night. Can we have your opinion on the same Sir.

    Regards, Darshan S.

    ReplyDelete
    Replies
    1. They are doing a great job. Settling debt will help the company to concentrate in their core activities .

      Delete
  20. Sir,

    Many of our companies could be included in BSE XC, XD, XT sub-segments.

    Do you think there is any risk to liquidity or any other risk? Or you feel that it would benefit us in any way?

    Thank you

    Link:
    http://www.bseindia.com/markets/MarketInfo/DispNoticesNCirculars.aspx?Noticeid={D92E3166-E161-4279-B791-BA1E5CB2E78E}&noticeno=20151015-7&dt=10/15/2015&icount=7&totcount=8&flag=0

    ReplyDelete
  21. Sir, India cement's bottom line jumps multi-fold whereas revenue slipped. Is that a concern?

    ReplyDelete
    Replies
    1. Not much risk for long term investors in India Cements at CMP

      Delete
  22. Your valuable views on Bal pharma sir?

    ReplyDelete
  23. Sir, what is your opinion about Zensar Tech and Tanla Solutions from the software space mid-caps. Both have given stellar last quarters. Still steam left?, because they have had quite a run-up last six months.

    ReplyDelete
    Replies
    1. Not tracking Zensar Tech, Tanla almost doubled from initially mentioned price

      Delete
  24. Sir, Good Day, About Kreb Biochem, there is announcement on BSE, IPCA is acquiring 35,73,515 equity shares @Rs54 per equity shares, where as current market price is Rs.123, in this situation not able to understand / analysed the deal. Could you please provide your valuable advise.
    Thanks
    Mahendra

    ReplyDelete
    Replies
    1. What is special in it now ? .This mandatory open offer announced about six months back and rate derived based on the stock price at that time and calculated using SEBI formula .

      Delete
  25. Sir, does Berger Paints seem a good buy at this price point considering its good results today? Also sir, what is your opinion about Harita Seatings and Orient Abrasives? They have caught my fancy :)

    ReplyDelete
  26. sir can mic electronics be added at Cmp for one year?
    Thanks

    ReplyDelete
    Replies
    1. Nothing to comment about time bounded investment in any stock

      Delete
  27. Dear VP Sir,
    Please share your views on

    1) Ashiana Housing
    2) Ambica Cotton
    3) Srikalahasthi pipes
    4) Manali Petrochemicals
    5) Ultrmarine Pigments

    Please give your views as on today. Can I buy any of the above stocks at CMP?

    ReplyDelete
    Replies
    1. Srikalahasti Pipe ( Formerly Lanco Ind) is the only company I am tracking from this list which already suggested @ Rs.65 .Neutral at CMP around Rs.300

      http://value-picks.blogspot.in/2010/03/lanco-industries-ltd-integrated-play.html

      Delete
  28. sir, whats your reccomendation abt kaveri seeds ? plans to buy at cmp

    ReplyDelete
    Replies
    1. No recommendation at present and not bullish on seed stocks as before .

      Delete
  29. Sir, Pioneer Embroideries posted an excellent Q2 numbers with an astonishing EPS. Are good days ahead? your views?

    ReplyDelete
    Replies
    1. It is mainly due to interest write back on account of settlement with banks. Company is moving through the right direction and let us hope improvement in performance in future.

      Delete
  30. Sir whtsur view on shiva cement . it produces cement by the name of ACC in south and using their technology . pls share ur view

    ReplyDelete
    Replies
    1. Normally margin of companies working like a conversion unit /job work , margin will be less compared with firms producing in own brands

      Delete
  31. Dear sir, I know you replied earlier about the Indigo IPO, but after the Draft Civil Aviation Policy recently, and Rakesh's Jhunjhunwala's huge, huge entry in all airline stocks simultaneously, Indigo included, do you think this underpenetrated aviation market is the next sunrise field ? I know there will be lots of policy bottlenecks, but Indigo seems to be the best bet compared to its peers because of the way its managed. What do you think? Your opinion is highly, highly valued sir. Thanks.

    ReplyDelete
  32. Dear VPsir,

    I am looking for your view on Renuka Sugar and Bajaj Hindustan. Since few months sugar sector is performing well and seems like global turn around.
    Even with current monsoon situation, it seems that sugar companies may increase.

    ReplyDelete
    Replies
    1. Need to wait and watch whether this uptrend in sugar price in international market is sustainable.

      Delete
  33. Sir any updates on Dion Global results

    ReplyDelete
  34. Kindly share your views on Eros Intl post the deep correction, related events & a very detailed clarification issued.

    ReplyDelete
    Replies
    1. High risk investors can consider limited exposure

      Delete
  35. Why Hindustan Tin Work fell today ? shall we add more .?? I m in loss. Had bought on your recommendation.

    ReplyDelete
    Replies
    1. Already suggested to shift from Hind Tin

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

      Delete
  36. Sir, Your veiws on Ramkrishna Forgings.

    ReplyDelete
  37. Sir, Can you please give your views on Mallcom (India) which is recently listed in BSE again. The company is into Personal Protective Equipment. They came up with good results in June Quarter. Promoter holding is 74%, Debt to Equity is around 1.0 and reducing the debt. Really appreciate your view..

    ReplyDelete
    Replies
    1. Not strictly tracking it, but seems last March quarter was in loss

      http://www.mallcomindia.com/corporate/financials/reports/quarterly-result-310315.PDF

      Delete
  38. Dear VP Sir,

    Do you track Rushil decor ? If yes how do you rate this company as a whole.

    ReplyDelete
    Replies
    1. Operator activity may be the reason for such a high valuation, difficult to justify based on fundamentals.

      Delete
  39. Sir please provide your detailed views and updates of PFRL...you have suggested this stock earlier and now in you opinion how you see the future of this stock...please provide your views in detail sirr...


    Thanks and regards


    Abhijeet

    ReplyDelete
    Replies
    1. In between any events happened to change its future ?

      Delete
  40. Hi Sir, do you think any changes in phoenix lamps after stake bought by Suprajeet?

    ReplyDelete
  41. Sir ..need updates on Il &Fs engg. Been holding for a year with plan to hold it for next 3to 5 yrs.
    Is it on the right track as mentioned before.
    Thanks

    ReplyDelete
    Replies
    1. I hope , execution will improve once fund raising complete.Difficult to predict a time frame .

      Delete
  42. Sir, due to China slow down, the result of ashapura minechem is very bad. Please share your valuable view on ashapura's performance.

    ReplyDelete
  43. Result is not very bad considering the overall situation in Industry, NP is Rs.46 Cr v/s Rs.50 Cr

    ReplyDelete
  44. sir please update on Gujarat Borosil results. Thanks

    ReplyDelete
    Replies
    1. Performance steadily improving , but price already multiplied by 5 times from suggested level.

      Delete
  45. Hello VP sir,

    Trying to get this question since long. Please try to answer this time I request. I got some shares of Tainwala chemicals and plastics as a legacy. Do you think I can hold it for long term? I see the company is growing.

    ReplyDelete
  46. Sir whts ur vie on richa industries.

    ReplyDelete
  47. Pls suggest if this the right time to buy Panchsheel Organics at CMP...thanks

    ReplyDelete
  48. Vp sir

    What is your view on nectar life sciences? Thanks

    ReplyDelete
  49. Der vpji,
    Themis medicare has declared very good set of results.with half yearly EPS around 16 do you consider it as a rerating candidate at this price.

    ReplyDelete
    Replies
    1. It is an already suggested one @ Rs.95 ( http://value-picks.blogspot.in/2012/09/themis-medicare-efforts-will-pay-off.html) which is currently trading @ Rs.295 .One can hold.

      Delete
  50. Sir why jubillant life goes down?
    Its result is impressive

    ReplyDelete
    Replies
    1. Positional traders number in market is higher than long term investors ,so short term fluctuations are possible near result dates.

      Delete
  51. Dear Sir
    After this mandatory open offer, will equity dilution and a price wise correction is possible in the case of Kerbs Bio? Thanx

    ReplyDelete
  52. Hi Sir,
    Your views on vakrangee ltd.... Seems the company is really doing well

    ReplyDelete
    Replies
    1. No idea about its promoters , hence no comments

      Delete
  53. V2 retail results are not upto the expectations and presently most of the companies even blue chip companies results are below expectations as demand not picking up...so how you rate the stock like 2 retail...

    And weather is it a vice decision to exit stock because of only 1, 2 or 3 quater results are not upto the expectations....i don't think so !......whats your opinion sir....


    Thanks and regards


    Abhijeet

    ReplyDelete
    Replies
    1. Expecting improved performance in ongoing quarter.Its e-commerce site is also expected launch officially in another 2-3 months.

      Delete
  54. VP Sir, Your views on Freshtrop Fruits

    ReplyDelete
  55. Dear vp sir,
    What's ur view on Relaxo Footwear Ltd
    Plz Reply

    ReplyDelete
  56. Dear valuepick sir,
    why FII are selling Subex? I couldn't understand. Will it be of any major concern?
    A case has been filed by the lenders against another company castex which also recently converted FCCB bonds to equity stating the share price manipulation. Is Subex also doing the same?
    I am a long-term investor. Kindly reveal ur valuable opinion.
    I know you have mentioned Subex as turnaround candidate in your previous posts and that it is for long-term medium to high risk investors. Is your opinion remain the same even now?
    The only thimg i know with the help of my little knowledge is that the reduction in share price of Subex is becoz of equity dilution
    Thanks in advance
    Regards
    Senthil

    ReplyDelete
    Replies
    1. The money FII's invested in Indian market is collecting from various overseas investors and lot of these investments came to India through P-note route . FII's may have some commitments to return the funds after a fixed time and also possible change in P-note treatment by India government is another reason for fund withdrawal . So , even if performance of a company is improving they may forced to sell . I am not saying that this is the reason for selling by FCCB holders in Subex, but shared some possibilities. When FCCB converted into shares . its debt liability and interest payment reducing by that extent but due to huge selling by FCCB holders will surely increase the floating stock which may impact up move of stock price.

      Delete
    2. Sir, in continuum with the above question, is Subex a good on dips for long-term for a moderate to high risk investors?
      Thanks in advance
      Senthil

      Delete
  57. Sir, your take on Zicom results? are you still bullish on this? good show this quarter.

    ReplyDelete
    Replies
    1. Result was good .Its holding company structure and debt may be the reasons for lower discounting.

      Delete
  58. Hello Sir,

    Whats your view on Welspun India ? It corrected recently

    ReplyDelete
  59. Sir kindly your view upon kopran after result thanks .....

    ReplyDelete
  60. Sir whats happening wirh DIC India any change in fundamentals shares falling like anything pls advise
    Br//Ragani

    ReplyDelete
    Replies
    1. Not aware of any negative fundamental change in recent days

      Delete
  61. Sir

    Caplin came out with good set of numbers. I am holding since ur suggestion.. Thanks a lot for this gem.

    Would request you shed some light on path ahead.

    ReplyDelete
    Replies
    1. Already suggested to take out cost and hold remaining as cost free

      Delete
  62. Dhananjay BaranwalNovember 7, 2015 at 9:01 AM

    Respected Sir.Any opinion on Morepen after its latest result.Debt is reducing continuously. I have 1000 share at the rate of Rs. 6.

    ReplyDelete
    Replies
    1. Neutral on Morepen due to legal issues related with company .

      Delete
  63. sir, your view on excel industries Q2 result. seems bad when compared yoy.

    ReplyDelete
  64. Dear Sir, Request you view on results of Panacea...is there any ray of hope?

    ReplyDelete
    Replies
    1. Unfortunately it is not improving as expected.

      Delete
  65. Dear VP,
    Which of the pharma stocks can be bought at CMP? I find Glenmark, Torrent and Aurobindo fundamentally good companies. Can any of these be bought at CMP? Hope you answer it this time.
    Thanks,
    Tushar

    ReplyDelete
    Replies
    1. Not tracking Aurobindo .
      As companies Glenmark,Torrent, Cadila ..etc are good but returns from stocks depends on entry price to a great extent.

      Delete
  66. Sir wish u happy diwali in advance. Sir just want to know your valuable view on Q2 result of Godrej Properties Ltd. and its future. Thanks sir

    ReplyDelete

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