Wednesday, November 8, 2017

RAMKY INFRASTRUCTURE - RESULT UPDATE


55 comments :

  1. Sir
    Thanks a lot for giving a wonderful stock Ramky, as our deepali pick .hope this stock will fly after Q2 results

    ReplyDelete
    Replies
    1. Their debt reduction efforts are more important than result at least for few more quarters, thereafter let us concentrate on results.

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  2. Good results with improvements in all fronts.

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  3. Dear VP Sir,

    There was a debt reduction of ~120Crs in this quarter too, right.?

    I infer that Sep usually is Ramky's weak quarter. Considering that, the result is excellent compared to last year. This signifies a turn around story.

    Regards,
    Darshan S.

    ReplyDelete
    Replies
    1. Yes , everything going in right direction.

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  4. Wow... Fantastic results and lot of debt reduction ... ..a true turn around story .. will touch new highs.. A true value -pick... Thank you VP sir.. your analysis is eternal ... Do you think this is enough debt reduction since last posted results ?

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    Replies
    1. I don't think it is possible to retire entire debt at a time . They are progressing well.

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    2. Continual reduction in debt?

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  5. Dear Sir...What is your feedback about Anjani cement & Amarjothi spinners...Tks a lot.

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    Replies
    1. Prefer to hold APCL and book at least part profit in Amarjothi for average risk takers.

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  6. Hello Sir...thanks for this wonderful pick.
    Sir What is your opinion on PG foils?

    ReplyDelete
    Replies
    1. Not bad but one should keep a close eye on raw material price which is showing a rising trend.

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  7. Sir,Please share your view on insurance sector in general and view on recently listed stocks of the insurance sector.

    ReplyDelete
    Replies
    1. Sector having good potential, but from an investor point of view - stocks are not at an attractive valuation.

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  8. UR views on Tube investment india Ltd

    ReplyDelete
    Replies
    1. Mentioned the same in twitter few days back @ Rs.250

      https://twitter.com/valuepick/status/927884807127699457

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  9. Hi ,
    Request you to throw some light on how many shares would the shareholders receive after merger of Amulya and apollo
    Regards

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    Replies
    1. Apollo is merging into Amulya and not vice-versa .So the share holders of Apollo will get Amulya shares and thereafter name will be changed . Post merger equity will be between Rs.10-11 Cr and the entire result of Apollo will reflect in merged company's book.

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  10. Sir, are you tracking Tata teleservices ? Your views on the same please ? Thanks in advance.

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  11. Sir,
    Despite supereb result Fiberweb is not moving.Any coomments.
    Regards

    ReplyDelete
    Replies
    1. Market is skeptical about the quality of result and promoter's claims.

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  12. Hi VP Sir,

    Whats your current view on HOEC (HINDUSTAN OIL EXPLORATION CO.LTD)

    Do you track :
    Facor Allor, Ferror Alloy, Bhagwati Auto.

    ReplyDelete
    Replies
    1. Prefer to hold HOEC, not tracking others.

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  13. Hello VP from the other side, Trust you are doing fine !

    Can you help me with some best and multibagger blue chip stocks that you are aware at the moment which can be a huge success in the coming five years ?

    ReplyDelete
    Replies
    1. Blue chips are generally compounders , difficult to get multibaggers from there

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  14. Dear sir

    got the holdings from NSDL where in my holding of websol energy is being shown as Trading suspened

    but it is trading what am i missing

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  15. sir magna electro castings posted good results. can we continue to hold

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  16. Sir ,Since lot of initiative in solar space, Your view on Surana Solar for long term investment?

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  17. Dear Value pick sir,
    kindly give your view on tanla solutions.

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  18. Hi VP Sir, Please share your views on Avantel.

    ReplyDelete
    Replies
    1. Avantel suggested @ Rs.62 .It returned 5 X in 5 years .Neutral at CMP

      Old posting link

      http://value-picks.blogspot.in/2012/01/avantel-good-show.html

      Delete
  19. Dear VP sir,
    What are your views on orient abarasive

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  20. Kindly throw some light on Cadila Healthcare & PFC?
    Thank you.

    ReplyDelete
    Replies
    1. An SIP type investment may consider in Cadila if you area passive investor with enough patience .

      Not tracking PFC

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  21. Sir, are you tracking Century Extrusion? any views on it

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  22. Dear VP
    Nice to see u again
    sir any new stock/sector will do good in a next 3-5yr ?

    ReplyDelete
  23. Hi Sir. Can you pls share your take on Shree Rama Multi tech results.

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  24. Dear Sir, Please share ur views on Anant Raj, Byke hospitality, Repco home and GVK power. Repco is having high npa compared to peers.

    ReplyDelete
  25. sir, your comment on pecos hotel please

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  26. Sir,
    Your opinion on Bharati Agri Fert and Realty. Can it be a turnaround story. ?

    ReplyDelete
  27. Dear Value pick sir,

    kindly give your view on Sankhya Infotech???

    thanks

    ReplyDelete
  28. Dear sir,
    Can you share your thoughts on Alok industries.is it the right time to buy?

    ReplyDelete
  29. Dear Value Pick,

    Your view on Rallis India.

    Thanks in advance.

    ReplyDelete
  30. Sir your take on Signet industries? Valuations wise looks interesting. Debt also manageable and the company is growth sectors overall, growing topline and bottomline consistently.

    ReplyDelete
    Replies
    1. Sorry , not tracking above mentioned companies.

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