Saturday, November 7, 2015

RESULT UPDATE - IL&FS ENGINEERING

IL&FS ENGINEERING reported poor numbers for the quarter ended September .( Link HERE) . Though there is no meaning in finding excuses, working capital scarcity may be the key reason for slow execution . Earlier company planned to raise fresh funds but it not materialized so far . As per reports, one big corporate house is in talks to take over its parent company ( Read report HERE) . Uncertainty over possible sell out of its parent  may be one reason delaying its fund raising plans.Some clarity in such issues and a revival in infrastructure sector is the  need of the hour .

87 comments :

  1. Sir, SKM Eggs bags export excellence award

    http://www.thehindubusinessline.com/economy/agri-business/skm-eggs-bags-export-excellence-award/article7851089.ece

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  2. Sir now what is your view upon it hold continue or sell..,....also please your view upon kopran result....

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    Replies
    1. Discounting on downside is possible on next trading day . and then some range bound move . Personally I prefer to wait and see the developments in next few quarters ,but not expecting sharp improvement all of a sudden . So,if you find a better opportunity utilise that and re-enter once there is clarity about the steps to increase project execution.

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    2. Sir any special reason for cautious approach on skm egg?

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    3. Not sure what u mean by cautious approach ?

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  3. Sir,

    thank you for the update. How would you rate the corporate governance for Ajay Piramal Group? Mainly about the concern for the fairness of minority shareholders to share the profits (if company turns around).

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    Replies
    1. They are smart to create wealth .I don't know what u mean by the second sentence .They distributed a dividend of Rs.20 in this year and Rs.52.50 per share in last year.

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  4. VP sir, let me have your views on Kopran please considering their 2nd quarter result..

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  5. Dear VP,

    Astec, one of your old reco, has reported loss this qtr but it is due to exceptional.item of 9.22 cr.
    Otherwise there is growth in topline & op.

    Ofter godrej takeover, we need to observe 3-4 qtrs, but i seek your view on the result. Your guidance is invaluable.

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    Replies
    1. Stock already appreciated more than 4 times from initially suggested level .

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


      Neutral at CMP

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  6. Sir please give your suggestion on Nandan denim limited

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  7. Hi Sir, Your View on Trigyn Technologies has they have come up with pretty good set of Numbers...

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    Replies
    1. No idea about its business model , hence no special opinion.

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  8. Sir,
    Please provide your opinion on Acrysil.
    Thanks
    Sunil

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    Replies
    1. Acrysil already gained 300 % from suggested level , neutral at CMP

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  9. Sir, Please share your view on Info Edge india and Maithon Alloy @CMP.

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  10. Sir, I am holding few shares of SKM EGG EXPORT. Is the recent fall an opportunity to add more?

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  11. Sir,

    can we buy HSIL now. Please share your thoughts

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    Replies
    1. Steady compounding type stock , suitable for long term passive investors.

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  12. ,Dear VP Sir, Can we have your comments on Godavari Drugs result

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    Replies
    1. Expected to move range bound with negative bias till company decide further capacity expansion.

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  13. Posting this question again..Hello VP Sir, Recently Birla Group has started its online shopping venture for its Retail Clothing products where they are selling all its brands. Is this going to affect the growth of PFRL. Now a days trend has changed to online shopping more.

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    Replies
    1. Why it should affect ?. Lot of products manufactured by Madura Garments itself is selling through this site .In addition to that company also operating an exclusive online platform for their own products as

      www.trendin.com

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  14. Sir,
    Pl suggest on new buying on CADILA HEALTHCARE @ 410 for long term.

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  15. Sir.
    WISH YOU A VERY HAPPY AND PROSPEROUS NEW YEAR.

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  16. Sir
    Your view on texmo pump , can we add for long term ?

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  17. Good morning VP sir .
    I am following you since 2-3 years .
    You really give proper and detailed analysis of company. This thing I like too much .
    Can you please give your view on Marathon NextGen reality and GP petroleum ? ?
    Thank you for your all the suggestions till date .

    ReplyDelete
    Replies
    1. GP Petro ( Formerly Sah Petroleum ) is an already suggested company @ Rs.27

      Not tracking Marathon Next Gen .

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  18. Dear VP Sir,
    Your views on Ador Fontech ?

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  19. Dear VP Sir, can i have your comments on Mirza International..

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  20. Sir whats your view about ALPA LABS

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  21. Could you please share your view on Excel Industries after the result...One of your old recommendation..

    ReplyDelete
    Replies
    1. In similar line of other companies from Agrochemical sector

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    2. Hi Sir, Any reason why this sector is impacted. And do you suggest adding Excel after it settles.

      Thanks

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  22. Dear VP sir,

    Any comments on Krebs Biochem post results? Just checking with you how the turnaround is playing out. Both plants started operations during Q1 but in Q2 too no sales recorded. Is it expected to take some more time (few quarters, etc) to start getting orders?

    Thanks sir.

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    Replies
    1. First ,we must understand the manufacturing process Krebs using to produce pharma products . Fermentation technology and Chemical synthesis is entirely different . Fermentation is a multi step process and even if they started the process of fermentation it will take months to get first output . Let us hope the start of output in another 6 months or so .So , show enough patience .

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    2. Biopharmaceuticals and nutraceuticals
      A unique property of living cells is that they can produce complex chemicals and proteins. Such products are very difficult, or even impossible, to produce through chemical synthesis. Even though yield and productivity are of importance, the titers (final product concentration) and product quality is of outmost importance. In this field the production of heterologous proteins (biopharmaceutical proteins like insulin and hemoglobin), and in this context the secretion process, i.e. the process from the expression system to the secreted proteins. Different nutraceuticals and other complex molecules such as folates, cancer preventative selenocompounds and isoprenoids can be produced

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    3. hmm, Ok sir, got it. Thanks :)

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  23. Sir
    What is ur view on Tata Beverages?

    Regards
    Vivek

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  24. Sir,

    Can we accumulate coal india for long term

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  25. Should I buy IL&FS Engg at current CMP or I should wait till things improves slightly?? I am holding shares at your recommendation price and added more at lower levels. Thank you sir..

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    Replies
    1. Nothing wrong in waiting at least till some clarity about fund raising

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  26. Wish you happy prosperous Diwali VP Sir

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  27. Dear VP Sir,
    Wish you a very happy Diwali!

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  28. Sir ji. Awaiting ur diwali
    diwali wishes t u n ur family

    ReplyDelete
  29. Sir ji. Awaiting ur diwali pick
    diwali wishes t u n ur family

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  30. Sir..pls share your views on IDFC bank.

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  31. Warm Diwali wish for every happiness. May this day fill your life with happiness and bring to you joy and prosperity.

    ReplyDelete
  32. Respected VP Sir,

    Very very happy and prosperous Diwali to you and your family.

    ReplyDelete
  33. Dear VP Sir,

    WISH YOU A VERY HAPPY AND PROSPEROUS DIWALI.

    ReplyDelete
  34. Wishing you a very Happy and prosperous Diwali sir.

    ReplyDelete
  35. Sir, a very happy Diwali..

    Waiting for your Diwali pick..)-

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  36. Dear VP sir wish you happy and prosperous Diwali.

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  37. Happy Diwali sir.......God bless you and your family.

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  38. Wish you a very happy Diwali and a prosperous samvat 2072.

    ReplyDelete
  39. Dear Sir, Wish you a very happy Diwali and a prosperous samvat 2072. May GOD bless you with health, wealth and happiness.

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  40. dear vp a very happy and prosperous DIWALI to you and your family.GOD bless you-avinash

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  41. Sir, have been repeatedly asking your view on Deccan Cements, couldnt find any related post. Can you please reply. Happy Diwali

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  42. Hi VPg, firstly happy Diwali. May I know your take on MIC electronics result please ?

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  43. Dear VP Sir,
    Wishing you and your family very happy Diwali..hope this Diwali brings you glow of happiness and prosperity.

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  44. Dear VP sir,

    Wish you and family a very happy and a safe Diwali.

    Please give your opinion on Avon Lifesciences if you track. I ask because of recent positive developments (warrants allotment, good results for 2 quarters).

    Thanks sir.

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  45. Dear Sir,

    can you please explain what does the announcement means :

    MIC Electronics Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 10, 2015, has approved the following :

    - Issued and Allotted 87,32,778 (Eighty Seven lakhs Thirty two thousand Seven Hundred and Seventy Eight) equity shares by conversion of Preferential Convertible Equity Share Warrants to the below promoters and investors in 1:1 ratio.

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    Replies
    1. It is clear .What is the reason for confusion ?

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  46. Hello Sir,
    A very Happy Diwali!!
    Any recommendations post the FDI norm changes in construction sector ?

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  47. Hir, very very happy Diwali to you and your family...
    Sir any good news for alps industries.. ..

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  48. Sir please share your views on MIC electronics results.

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  49. Have a happy and safe diwali sir !!

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  50. Dear VP Sir,
    WISH YOU A VERY HAPPY DIWALI.

    ReplyDelete
  51. Respected Sirjee,
    Wish you a very happy and prosperous Diwali.

    ReplyDelete
  52. Thanks to all for your wishes and wishing the same to you

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  53. Value pick sir ur doing a gr8 job sir

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  54. Wish you a Very Happy Diwali to VP Sir & Everybody here..!

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  55. Sir,

    When it says that the company has allotted the shares to promoters and investors, does it means all the retails shareholder will also get the shares? or is it only to the promoters by way of converting their Preferential Convertible Equity Share Warrants into the equity shares?

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  56. Sir
    Can I buy MIC Electronics at this level of Rs. 23-24? Thank you.

    ReplyDelete

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