Wednesday, January 27, 2016

SKM EGG PRODUCTS EXPORT (INDIA) LTD - RESULT UPDATE

Company reported its December quarter and Nine months result as follows



32 comments :

  1. Decreased margins, does it should be seen as concern?

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  2. Sir pls share your valuable view on SKM results. I don't see any reason for stock getting beaten up so harshly even after showing a tremendous turnaround from where it was a year and a half back.

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  3. It is on expectation and believe in this company even at this bad time. Thanks sir for guiding us.

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  4. seems not a good result as we thought before.your view sir.Ramesh

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  5. Thank you VP sir for the great support you are giving to SKM. Here iam for long-term and not worrying for all these happenings. Kiran

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  6. Dear VP Sir,

    Normally you will accompany the Quarterly results with your OPINION about the company performance. It's missing today. May we know your thoughts Sir.

    Regards, Darshan S.

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  7. Top line in line with expectation and bottom line bit below expectation . Major change happened in Inventory/work in progress . This may be due to production rationalisation during this period on account of unusual increase in raw material price.Historically Egg price start to fall from the month of March onward. Suggesting to take a call based on how long you are willing to Hold. Personally feel stock price already discounted this result.

    Dicl : Holding shares and hence my views may be biased.

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    1. Thank you for your analysis and sharing your view on the results. Though I have no doubt on the company and its future growth potential, there is one thing I would like to bring discuss.

      Last 2 quarters, the results were good but had some concern and the market had already figured out the result before release and that makes me feel, there maybe some insider trading\info leak happening. if that is true, does that put some sort of a question mark on the management. Whats your view on this aspect.

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    2. Unlike many other companies, raw material of SKM is mainly a single one ( Egg) and even a lay man can easily track the price trend of it even from nearby shop . So whether it is positive or negative people may react quickly .

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  8. VP sir,
    Thanks for guiding us though this difficult times. Our faith has increased after seeing your posts and though qtrly results may be bit lower but 9 mnths results are showing growth in topline and bottomline.

    Too much unwanted noise in the MMB has many small investors unnerved. Add small qty today also.

    God bless you sir.

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    Replies
    1. Board of some stocks of MMB turned as an avenue to show over smartness instead of sharing and discussing something helpful for others :(

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  9. Hi VP sir..Your views on Tanla for long term...and its upcoming results

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    1. Stock already discussed around Rs.17 .

      I am not an insider to know upcoming result in advance.

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  10. Dear sir please your view on mastek ltd

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  11. Many thanks Thanks Dear VP Sir for the update.

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  12. Sir, please share your views on NMDC for a long term passive investor.

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  13. what is your view on Donear industries? I am in good profits but planning to hold on.

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  14. Sir needed your view on the latest results of Hindustan Media Ventures and Biocon

    Thanks

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    Replies
    1. Decent result and passive investors can hold.

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  15. trying my luck again...looking forward to your views on Conart...one of your earlier recos...the company came out with good results...

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    1. Company is showing steady performance but sector is yet to come out of woods,expecting range bound movement in medium term.

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  16. sir your valuable advice on vedanta , hindalco , and Nmdc at present valuation which stock you think one can invest

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    1. If you are looking for mining companies, consistent dividend payout, limited downside then take a look at such stocks which are below their 5 year low due to recent market correction

      Companies such as Coal India, Hindustan Zinc, Gujarat Mineral Development Corporation (GMDC), National Mineral Development Corporation (NMDC) and National Aluminium Company (Nalco) are trading significantly below their 5-year average valuations due to weak commodity prices.

      High cash (around 50% of market capitalisation) will limit their downside, and investors with long-term horizon would find these shares attractive for their high dividend paying policies.


      If fall in commodities bottoms out sometime later this year (unlikely in the near term) these stocks could offer good returns to their investors.

      Unlike metal companies, which have high debt and are seeing losses in the weak commodity environment, mining companies have managed to sustain their profitability and cash flows. All the mining companies mentioned above are debt free and have huge cash on their balance sheets.

      Interestingly, after underperforming the benchmark indices - Nifty and Sensex - most of these mining companies have given positive returns in the past one month, when Nifty and Sensex were down by 4%. Government's divestment plans could be an overhang, but the divestments are unlikely to happen at such low prices.

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  17. Sir, pls share your views on NCL's results. thnks

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  18. VP Sir
    What is your view on kitply and century ply?

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  19. Personally it was below my expectation .But I believe ,going forward ,situation will improve due to govt's efforts in infrastructure sector and activities related with the construction of new capital for AP.

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  20. DEAR VP

    ANY VIEWS ON UPCOMING IPO OF QUICKHEAL

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  21. Can you plz share your views on whether SKM can be added more for averaging for long term?

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