Sunday, August 28, 2016
Shilp Gravure : Stock update
Shilp Gravure was recommended on 19-4-2016 (refer 19-4-2016 report) at Rs 73 thereafter the results for quarter ending March-16 were declared which were not good due to one time loss boked in sale of subsidiaries.
Q-1 results for FY 2016-17 are recently declared where in it achieved EPS of Rs 3.47.
It looks well placed to deliver EPS of 13-14 .
Long term investor who are already invested and holding may continue for long term target of Rs 120.New investor may buy at CMP of Rs 76 for target of Rs 120 in 1 year.
Happy investing
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I guess there may be a further correction in stock upto to 70rs in next few days...
ReplyDeleteHi Ravi
DeletePlease take your call technically level of 70 looks difficult to touch already stock had a good bounce from those levels.
Regards
Dear Mukesh,
ReplyDeletecan you provide your feedback on "Voltamp Transformer"? should i hold or sell i can hold it for 6 months but not more than that.
Voltamp is good stock but bit expensive at current levels you may look at Star Delta Transformer which offers good value
ReplyDeleteRegards
thank you!!!
DeleteThank you for the call sir..
ReplyDeleteMukesh, Any views on Arrow Green Tech at current levels and valuation?
ReplyDeleteHi Sandesh,
DeleteIt is a small cap having decent growth but being traded at high valuations.
Dear Mukesh,
ReplyDeletewhat are your views on renewable energy space solar seems to be the thing of future.
can you suggest few stocks in this space for a year or so which can fetch 25 to 40% returns
Kind regards,
Dear Ravi Solar is new happening placeand lot of companies are trying to get into the same i m yet to see these companies making profit out of this so far since it is in evolving stage. I am more positive on industries which do get benifit due to this new growing industry.I am very positive on companies manufaturing transformers such a sshilchar technology,battery manufacturer EXIDE if you invest in these companies i am confident you will surely get 25% PLUS kind of anual returns.
DeleteYes you are correct!!! even i was going tracking few since a year or so and haven't seen any movement in their prices one such company is surana solar
DeleteDear Mukesh,
ReplyDeleteYour view on Wipro... it touches 52week low!!!
howmuch return can be expected from current levels for a year...
which will be the best ROI in tech company at current level.
Regards,
Ravi
Mukesh G I have studied one share Competent automobile BSE listed 531041 . Please do look into it and comment whether one can invest in it at current levels also as it had recently made new high of 215. Market Cap 125 crores. Continuously increasing Top line and bottom lines
ReplyDeleteRegards
Harpreet Singh M-9034313000.
Competent automobile. In Delhi NCR Maruti share has increased from 45 % to 51 % in latest Report.
ReplyDeleteHarpreet Singh.
Dear Harpreet
ReplyDeleteCompetent is sales and service dealer of Maruti.Margins will always remain low and sales will grow in propotion to Maruti sales in terms of numbers.It is a good stock availaible at PE multiple of 10 which is low but due to limited margin and volume growth it may not get high PE.i am not aware of Maruti stake.It is closely held company wherein promoter hold around 75%.It is a good stockbut with a limited growth potential.
Regards
Thanks for Reply. Competent automobile has received advance of 35 crores for sale of Goa Land ,balance amount will be received on Sale deed.Mkt Cap is only 125crores, Nexa Cars Baleno,Breeza,Ciaz etc are all on Waiting periods of 4 to 6 months so no discounts will be offered and margins will increase rapidly,Recently appr. 3 months back opened 3 Nexa Showrooms. If one buys can stock be re-rated. Has 14 Showrooms and 12 Workshops. Almost All are Company Owned as I studied.
ReplyDeletePlease do Suggest.Can one enter at CMP.
Harpreet Singh 9034313000.
Dear Harpreet,
DeleteAs shared with you the margins are low in this business and volume growth% is not very high in car selling business.please take your call i don't see much downside risk but growth from current level looks limited.
Thanks
ReplyDeleteThanks
ReplyDeleteDear Mukesh
ReplyDeletePlease let me have you opinion on GSFC, I believe its a good stock to own at current level. This year monsoon was good and based on that I believe moving forward its topline will increase. Also it has been generate FCF over the years.Is it worth investing at this level?
Thankyou and best regards
Philip R
Hi Philip,
DeleteGSFC has strong fundamentals only concern is falling margins and flat topline growth.I would suggest to look at other sectors or stock for investment at current situation.
AVOID fresh investment
Regards
thanks
DeleteMukesh, I am enjoying the free fall of the markets today, hoping for discount sale...your views on Kanpur plastipack please
ReplyDeleteSir, your views on " LAKSHMI ELECTRICAL CONTROL SYSTEMS" for longterm investment
ReplyDeleteDear Harish
DeleteLakshmi Electrical looks good fundamentally and technically stay invested.
Regards
And one more is "tirupati sarjan"
ReplyDeleteDear Mukesh, your views on wipro!!!
ReplyDeleteKind regards,
Ravi
Mukesh G I bought Eimco at 380 level, what u suggest next can I add more at what level.
ReplyDeleteDear Harpreet
ReplyDeleteEimco has been recommended in the blog good fundamentals and undervalued at CMP OF 385 you may cotinue holding or accumulate for long term gains
Regards
Mukesh , awaiting your views on Kanpur plastipack please.
ReplyDeleteDear Sandesh
DeleteBonus issue declared by company in 1: 2 ratio you better stay invested.
Regards
Hi Mukesh ji,
ReplyDeleteI am enjoying your recommendations. Have purchased 1000 + 1500 aksoptifibre at average price of 15 and its already up. Please suggest should I accumulate it upto rs 30. How much exposure I should take if I ha e appetite of 1 lacs for this share.
Have purchased 500 shilp gravures at 75.
Hello,
ReplyDeleteI would advise not to put all the eggs in one basket.Greed is not good in stock market. Aksh is a good stock and is in a right business which has potential to grow.You may look at other opportunities and diversify your investment in other stocks.
Regards