Friday, October 30, 2015

Q2 RESULTS UPDATE - WATERBASE

WATERBASE
Company has posted excellent results for Q2. Revenue growth 21% and PAT 48% YoY. It is in line with our expectation. Management has given complete details about company proceedings along with Q2 results. Expansion of dealer network in Gujarat, Tamil Nadu, West Bangal and shrimp farming others states is in progress, company has restarted the export to EU and US. Hatchery project and merger of PFL with Waterbase is moving as per schedule.

Why the stock has fallen today?

Several short term traders / investors were caught on wrong foot because they have taken position for quick gain by misinterpreting the merger of PFL in Q2 and hoping that revenue will reflect in this quarter.  

There is no any negative concern about the company, it is growing very aggressively as per plan.

It become another opportunity for long term investors to buy or add at lower level.


Please post your comments on first page of the blog, it taking time to load the comments on old posting due to large number of comments.

413 comments:

  1. Hello Dolly mam,

    Thanks for the update on waterbase. Its your first gem in this blog. This will be giving 2x returns if we buy from here also. Good management and clear goal. Waiting for your New year special stock next year beginning. Have a nice weekend. Cheers Rohan(South Africa)

    ReplyDelete
    Replies
    1. Definitely it will give much better return than above expected with in 2 -3 years.

      Delete
    2. Madam when you post next stock on blog near DIWALI or End of Year 2015.

      Please update also Q2 Results on blog i.e. JK Agri Genitech Ltd.

      Delete
  2. hello mam,

    Thanks you so much for showing your concern by posting updates for us.

    I have 1 question: As you mentioned for Kothari petro, it will better to move to HR-PIB.
    But as per AR, the price of HR PIB & normal PIB is same. so how it will be beneficial.

    Thanks & God bless mam!

    ReplyDelete
    Replies
    1. Demand for HR-PIB is growing in higher % as compared to normal PIB.

      Delete
  3. Mam chemfab alkalies result update

    ReplyDelete
  4. Dear Dolly Ji, Thanks for putting up this post at such a appropriate time. I am sure this will clear so many doubts in blog readers mind. It shows your commitment and dedication to help us. May God bless you. Kind regards, Param

    ReplyDelete
  5. Thanks for your concern about your follower. I also bit surprised for the movement of WB. It is better to change hands to strong investor from traders or punters. I request all the followers to maintain accumulate recommended stocks in dips if you have not taken earlier.

    ReplyDelete
  6. Hello Madam...I am a small time investor..I have invested in Jk tyres bought at 108 and Kec international bought at 144..inspite of good Q2 result..both these companies have fallen by 5%...what's your say on both these companies...
    Awaiting your valuable reply..
    Thanks

    ReplyDelete
    Replies
    1. Both are good stocks and able to give consistent return 10 -15% per year.

      Delete

  7. Dear Dollyji,
    Thanks a lot for your update on results of Waterbase. I highly appreciate your analysis and found that my analysis is also in line with your analysis. I thought of this fall yesterday evening after looking at the results, as people will run out quickly, being lower profitability in Q2 as compared to Q1. However, the company has its sustained growth on Q-O-Q Basis, which is very positive sign for future prospects of the business. I could not identify the reasons for the following:-
    1. There is sharp increase in Interest Cost from Rs. 6.71 lacs. from Q1 fY’16 to Rs. 35.90 lacs
    2. There is increase in Depreciation Cost from Rs. 37.50 lacs to Rs. 50.21 lacs.
    3. Disease outbreaks in certain parts of Andhra Pradesh has resulted into crop failure. Outlook for rest of the seasons look challenging.
    The interest cost will definitely rise only after merger of PFL. But PFL merger is pending for want of BSE No-objection certificate.
    What is your estimates for Q3 & Q4 Fy’16.
    I agree with you view that this is another opportunity to enter this stock and hold for 2-3 years. This may provide us good return alongwith zero taxability, being resultant gain will be long term Capital gain (Only if prov of exemption of LTCG is not reversed in any future year). This will be double bonanza.

    Thanks & Best Regards,

    ReplyDelete
  8. Hello Dolly mam,Thank you very much for posting update on water base timely.You are doing a noble work for the shake of small investors like me.Regards and God bless.

    ReplyDelete
  9. Hi Mam,
    Can u pls shed some light on marksans pharma and morepen labs

    ReplyDelete
    Replies
    1. Both stocks already given decent return in last one year. Most of the good pharma stocks are over priced and trading at life time high PE. These stocks may give good return but it is not value buy for me

      Delete
  10. Hi Dolly Mam,
    Thank you for your post. I am holding waterbase tightly and will accumulate some more on correction.
    Can you please give your valuable views on below stocks for 2-3 years
    1. Subex
    2. Dion global
    3. Aksh optifibre
    4. Patels Airtemp
    5. Salzer Electronics

    ReplyDelete
    Replies
    1. Sorry not tracking above stocks except Salzer Elect

      Salzer Electro is good stock, it can give good return in 2 -3 years

      Delete
  11. Hi Mam,

    Thanks for the your post about waterbase, it cleared some doubts about todays fall. Could you pls advise whether we can still add waterbase and Kothari petro at CMP.

    thanks

    ReplyDelete
    Replies
    1. Yes you can add at CMP, if you have investment plan for 2-3 years

      Delete
  12. Mam...I have purchased 400 shares of waterbase at 142.00....can I hold longterm?

    ReplyDelete
  13. Thanks Dolly Mam for posting this analysis for Waterbase... This will make investors relaxed as Waterbase fell by 20 pts. today...

    ReplyDelete
  14. Hello Mam,

    What is your view on Meghmani Organics, its correcting before the results., any bad results expecting ?

    ReplyDelete
    Replies
    1. There no any news, hopefully results will be good

      Delete
  15. Hai Mam
    Thanks for your Timely Advise ,Can you Please advise can we buy Following Stock
    at CMP
    1) ITC , 2) Bajaj Finance , 3 ) Blue Dart , 4) Kajaria ,5) Syngene , 6) Symphony
    7) PNC Infratech

    ReplyDelete
    Replies
    1. All are very good stocks and able to give consistent return 10 -15% per year

      Delete
  16. Madam please suggest what level to watch or buy for waterbase.

    Today I bought 200 @ 120.

    How much correction pending in this counter further?

    ReplyDelete
    Replies
    1. Seller will decide at what price they want to sell, normally it should trade near 150.

      Delete
  17. Ma'am , any views on Mangalam drugs? It has run up nicely in past 6 months. Is there more upside in the stock.

    ReplyDelete
    Replies
    1. Most of the good pharma stocks are over priced and trading at life time high PE. These stocks may give good return but it is not value buy for me

      Delete
  18. Ma'am, any views on Mangalam Drugs, Heritage Foods and Kwality Limited ?

    ReplyDelete
  19. View on PG FOILS & POLYSPIN EXPORTS

    ReplyDelete
  20. Hello mam,

    your selfless effort is really appreciable.

    god bless you.

    Regards
    vijay

    ReplyDelete
  21. Give some result update for the jk agri genetics please in detail.
    How is the sector for coming 1 or 2 years and how will be the behavior as per quarter wise.

    ReplyDelete
  22. Hi Mam,
    I bought kothari petrochemicals as per your advise @ 25.5 qty 10000 its my first buy pls advise what should i do .
    Ragani

    ReplyDelete
  23. Hi Dolly Mam: Is Indo Count Industries a value pick at CMP of 920? Please suggest.

    ReplyDelete
  24. Hi Mam, what are the reasons for increase in interest cost n depreciation in this Q for waterbase when merger is still pending.

    ReplyDelete
    Replies
    1. Q1 was the best for shrimp feed industry, most of the short term borrowing and other costs will get settled in Q2.

      Delete
  25. Hi dolly Ji,

    Thanks for this awesome blog and sharing valuable information with us. i have a query regarding this company - sharon bio medicine ltd. I bought this stock at 18 Rs about 2 months back. Could you please tell me your views on this stock, if any, should i hold on it or sell it. How does the company future look like.

    Thanks in Advance,
    Anand

    ReplyDelete
  26. Dear madam ji............
    What Is Your Expectations Of TIIL Q2 Results . I Have 15000 Qt Can I Add 10000Qt at cmp Before Q2 Results (6th nov)... Pls Suggest Madam............

    ReplyDelete
  27. Mam, what is your view on IG Petro .....looks will be benefited from crude fall ......reducing debt. ....

    ReplyDelete
  28. Mam
    Please give your opinion about sonata software, 8kmiles software and cigniti technology .

    ReplyDelete
  29. Madam when you post your next recommdation

    ReplyDelete
  30. Madam pl comment on my portfolio consisting of page ind,gruh finance,repco home,granules, PI ind, torrent pharma,suven life & manapuram finance. thanks in advance

    ReplyDelete
    Replies
    1. Granules, PI ind, Torrent pharma,Suven life are good stocks for investment

      Not tracking others

      Delete
  31. Madam,
    Do you track Granules India? I have also bought waterbase based on your suggestion. Do you think Waterbase will be 3-4 bagger in 2 years?

    ReplyDelete
    Replies
    1. Granules is good stocks for investment

      Waterbase can give 500% return easily from suggested price (Rs 60)

      Delete
  32. May I hold Page Industries ?

    ReplyDelete
  33. when do u enter a stock. do u buy your full qty and then recommend or is your buying staggered and is a process.

    ReplyDelete
    Replies
    1. Entered in April 2015 and hold quantity as per investment plan in new stocks

      Delete
  34. Madam,what is your view on Indsil hydro power?

    ReplyDelete
  35. Mam I want to invest in tinplate company of india because the fundamentals are good, promoters are good, almost debt free and dividend yield are good but the return on equity of last five years is almost zero. So should I invest in this counter?

    ReplyDelete
  36. Ma'am what is ur view on NOCIL ?? How much returns we can expect from 2 yrs time frame?plz suggest ma'am

    ReplyDelete
    Replies
    1. It is good stock and able to give 15 -20% return per year

      Delete
  37. i am holding moldtekpack @227(414qty) and arrow coated products @470(176qty) from jan 2015 on words.kindly put your valuable inputs on the same.i just want to know whether ur holding moldtek pack or not

    ReplyDelete
    Replies
    1. Mold Tek pack is good stock and I still hold it. Not tracking other stock

      Delete
  38. Madam,
    Can i still buy Kothari pet as it has moved 30% from your reco? Do you see it becoming multibagger in 2-3 years? Pls advise. Much appreciated.

    ReplyDelete
    Replies
    1. I have not suggested any stock for 30% gain but 300 -500% in 2 -3 years. Need to read the blog (Kothari Petrochemicals - Changing with Time) and comments again for detailed answer

      Delete
  39. Mam, is Vikasglobalone (530961) a good investment at CMP for 2-3 years.

    ReplyDelete
  40. Mam, thanks alot fr the result updates.
    Pls advice if I can buy RS Software at CMP 128 almost at 52w low. and will it give 25-30% return in short term from here.

    Thanks & Rgds,
    Deepak

    ReplyDelete
    Replies
    1. Madam,i have leant that you were having R S Software...still you r holding or not..pls comment..

      Delete
  41. Hi Mam, in earlier blog you have preferred Prabhat Dairy over Kwality Dairy..Can you shed some light on your choice as Kwality is big player in this sector with high PE, turnover n positive cash flow unlike Prabhat Dairy... Keen to know your views in order to understand more insights from expert..Thk in advance

    ReplyDelete
    Replies
    1. Kwality is matching the criteria of my stock selection due to this reason I am not tracking it.

      Delete
  42. It is good stock for 2-3 years investment plan

    ReplyDelete
  43. Can I buy umang daries at cmp and will it give 200% return in 2-3yrs

    ReplyDelete
  44. Can I also buy srikalasti pipes at cmp already increase d a lot

    ReplyDelete
  45. Good morning mam.is any news resisting ndl to cross 140 level. Your view on q2 result. I have ndl @135.

    ReplyDelete
    Replies
    1. Need to hold for 2 -3 years for decent return. If stock is bought for multiple return than never look for 10 -20% plus or minus movement.

      Delete
  46. You are amazing :) and astonished by your concern to followers.

    ReplyDelete
  47. Mam ji your helping nature for small investor is great. Could you please suggest single digit stock for this Diwali as bonus for next five years

    ReplyDelete
    Replies
    1. Next stock suggestion will be posted in the last week of Nov. Single or double digit but it will surely have strong fundamental and bright future.

      Delete
  48. your views on Jk Agri Genetics.its going downside.please comment mam.

    ReplyDelete
    Replies
    1. It is still value buy. Next best quarter will be Q1 2016. Poor monsoon and price capping on some seeds has taken the toll on most of the seed companies. Its peers (Monsanto and Kaveri) are affected and fallen more as compared to JK Agri.

      Delete
  49. Mam can I buy sri kala Hasti pipe at this rate...

    ReplyDelete
    Replies
    1. It is good company and able to give consistent return 15 - 20% per year

      Delete
  50. What is your view on den network and siti cable?

    ReplyDelete
  51. hi mam ,
    i jhave camlin fine sciences @115 1000qty
    united spirits @ 3100 100qty
    nbcc @1000 100qty
    investment period of alomost5-7year
    and
    i want to invest now in rama newprint and meghnani organics

    ReplyDelete
    Replies
    1. All above stocks are good for long term investment and able to give consistent return 15 - 20% per year.

      Delete
  52. Will highly appreciate if u through some light on dhanuka agri, Sri pipes. & aifl for short term.

    ReplyDelete
    Replies
    1. Dhanuka agri and Sri pipes are good stock for investment but short term price movement is not predictable.

      Delete
  53. Hi Dolly,

    I am impressed about your knowledge on investing. I am planning to invest hugely on Waterbase. However, it's my perception shrimps farming includes high risk.

    Please suggest if I can invest huge amount at current price?

    ReplyDelete
    Replies
    1. Risk is integral part of any farming business in India. Indian farmers have faced several droughts and natural disasters but still they are top producer of several crops in the world.

      You can invest any amount for long term ( 2 -3 years)

      Delete
  54. Madam I am new to your blog.I have Waterbase@ rs 156and Capri india @ rs54.what% of return can i expect from this levels in 2 years?

    ReplyDelete
    Replies
    1. Waterbase can give 100 -200% in 2 -3 years on your buying price.

      Not tracking other stock

      Delete
  55. Hi Dolly,

    I am impressed about your knowledge on value investing. I would like invest huge in Water base. Is that right decision at current levels? My holding period is 5 years.. Please suggest.

    ReplyDelete
    Replies
    1. Yes, you can invest for long term. It will give decent gain in future.

      Delete
  56. Replies
    1. Next stock suggestion will be posted in the last week of Nov

      Delete
  57. What is your view on liberty shoes?? I bought it at 300. Should I hold it or should I book a loss and buy kothari petro?

    ReplyDelete
  58. It is good stock but bought at higher price is the matter of concern. First of all never chase any stock at very high price. If already bought than need hold it with patience for at least 2 -3 years.

    ReplyDelete
  59. Dolly madam i appreciate your work on this blog i have nmdc @160 levels it has 32000 crore reserves and good dividend history i want to accumulate it @80 levels i request you to guide me i have 5 years time frame or do u suggest me on this stock little details

    ReplyDelete
    Replies
    1. It can give 15 -20 % per year, further down side is limited.

      Delete
  60. Is FCEL a good buy at current levels.

    ReplyDelete
    Replies
    1. Yes, you can buy it for long term, at least for 3 years.

      Delete
  61. MAM
    WAT IS UR VIEWS ON PTL , SRS , MEGHMANI ORGANICS AND GINNI FILAMENTS
    I HAVE INVESTMENT PERIOD OF ALOMOST 3-5 YEARS IN THIS STOCK

    ReplyDelete
    Replies
    1. Meghmani is good stock for investment, not tracking others

      Delete
  62. PLEASE SHARE UR COMMENTS ON RAMA NEWSPRINT!

    ReplyDelete
  63. Dear dolly mam, I want to invest in mold tek packaging and huhtamki ppl. I know it is appriciated a lot in last one year. Which price is good to enter in these both scripts.

    ReplyDelete
    Replies
    1. Both are good stock and able to give 15 -20% return.

      Delete
  64. Good morning Mam
    Whats your view about pioneer embroidery, Mam . Is it a turnaround story?
    Can we expect good business in the future?
    Rgds

    ReplyDelete
  65. Ma'am R.S.Software has been coming down constantly.
    Your Holding has also reduced. In June qtr it stands at 3.30% in Sept qtr its 3%. I hope there is no panic as such. You have sold 0.30% only that's not much but i hope you not planning to EXIT completely.

    ReplyDelete
  66. Hi, please share your views on Force Motors and if its a good buy at current levels. thanks.

    ReplyDelete
  67. Dear Mam I want to know your view on J K Dairies. I have entered at 80. today it is in LC. Can i add more? I have a view of min 5 years

    ReplyDelete
    Replies
    1. Investors have over estimated the results. Generally Q1 and Q2 are poor for dairy companies

      Delete
  68. Mam.. Your view on umang dairies results....

    ReplyDelete
  69. Gud evening mam. Technocrafts board will consider buy back of equity? Is it good or bad?

    ReplyDelete
    Replies
    1. If they want to use the free cash of the company to reduce the equity than it is good.

      Delete
    2. Buying back results in reduction in the number of available equity shares...companies usually buy backs to raise the price of remaining shares...it eventually raises the stock price... :)

      Delete
  70. Mam, please give us some hint about your next recommendation(sector, market cap, dividend, price range)??

    ReplyDelete
    Replies
    1. Stock still not finalized, it will be decided by seeing the market condition and price of the stock during that period.

      Delete
  71. Hi Mam,
    I have some Nilkamal shares @429. After today's rise do think it's right time to book some profits or should I continue holding? Kindly advise.
    Thanks

    ReplyDelete
  72. Mam, bought kaveri seeds at an avg price of 590. Can I hold? orelse switchover to waterbase, dtil

    ReplyDelete
    Replies
    1. Hold Kaveri Seed, it can give good return in one year

      Delete
  73. Madam, whether Surya Roshni (500336) is at CMP a potential multibagger?

    ReplyDelete
  74. Dolly ji you hold madhucon project ? Share your view for 3-4 years view. Also for Bombay dyeing and anatraj also.

    ReplyDelete
  75. mam when your new stock will be released....

    ReplyDelete
  76. Mam,

    Please share your view on Marksans Pharma. Thank you in advance.

    ReplyDelete
  77. Mam plz give your views on vardhman acrylics ltd.

    ReplyDelete
  78. Dolly Ma'am, which are the good pharma companies to study for multibagger returns....300-500% over 2-3 years

    ReplyDelete
    Replies
    1. Sure, I will post if I find any pharma stock with good fundamental at lower price.

      Delete
  79. Hello mam. According to pe is man ind trading cheap at @cmp95 ? Can i buy or think kotheripet to add more. Thanks .

    ReplyDelete
  80. Mam.. Read the umang dairies results.. Profits are decreased because they are spending more money on marketing.. What is your view on the stock.. Can I add more for each dip.. Please suggest.. Or wait

    ReplyDelete
    Replies
    1. Investors have over estimated the results. Generally Q1 and Q2 are poor for dairy companies. Let it stabilize than buy

      Delete
  81. Madam, your view on FCEL. Can it be bought at CMP.

    ReplyDelete
  82. Hi Maa'm,

    I hold few shares of Xpro @54 . Please advice if I should add more at CMP or exit from it and invest in technocraft/Kothari petrochem

    ReplyDelete
    Replies
    1. Nothing wrong with Xpro, it will perform better in future. Can be added at lower level.

      Delete
  83. Dear Mam,

    Technocraft promoters already hold around 75%. Is the buyback an indication of company's delisting plan?
    what could be the impact on public shareholders?If you explain this scenario, it will help all of us.

    ReplyDelete
    Replies
    1. It will be clear on 06 Nov, hopefully to reduce the equity base. In both cases it will be good for investors.

      Delete
  84. Hello mam,
    By when can we expect investment in dielectric films to get reflected positively in Xpro no. .....how do you see d quarterly no of the company that came yesterday.

    Thank u.

    ReplyDelete
    Replies
    1. Within 1 -2 years, once it will able to establish the market than we will not see this price again.

      Delete
  85. What do u think about xpro's Q2 result?? And what kind of development can we expect next

    ReplyDelete
    Replies
    1. It is too early to establish the market for new product. Once it will able to establish the market than we will not see this price again.

      Delete
  86. Dear Maam,

    I was able to pick 500 shares of Water Base at your suggested price...didn't add more due to lack of funds...Do you think it is the right time to add more or do you want me go with Kothari Petro for better returns?

    ReplyDelete
    Replies
    1. You can start adding Waterbase in small quantities. Major up trend will start from Q1 2016.

      Delete
  87. Dear Dolly,
    I hv invested in xpro india 500@63.But i am lil dissapointed by d results ....Pls suggest (averaging , hold or exit).


    Regards
    Nitin jassal

    ReplyDelete
    Replies
    1. Dear Nitin.. Stocks suggested by ma'am are for holding period of atleast 2 yrs for multiple returns..don't get panicked by short term movements and any oppurtunity is for add on dips...stay cool&stay long.. :)

      Delete
    2. Hold it and add more with every fall. Within 1 -2 years, once it will able to establish the market than we will not see this price again.

      Delete
  88. Why xpro going down .why result not good any problem with company

    ReplyDelete
    Replies
    1. No problem with company, it will take some time to establish the market for new product.

      Delete
  89. Dear Dooly madam
    thanks for your reply i do hold sunil healthcare (sunloc) @30 now 85 uppercircuit please guide me to sell or hold.

    ReplyDelete
  90. Hello mam, please share your views on Sun Pharma Adv. And any other stock suggestion in Pharma sector. Thanks.

    ReplyDelete
    Replies
    1. Sun Pharma Adv is good stock for investment. Syngene and Granules are also good stocks and able to give better returns

      Delete
  91. HI mam your view on intellect design and eros media for 2-3 yrs period ,is it worth buying at current levels

    ReplyDelete
  92. Any update on XPRO india?
    Are The Result According to ur Expectation and can we Avg the Stock. Was down 12% today @ 43-4.

    ReplyDelete
    Replies
    1. No problem with company, it will take some time to establish the market for new product. Hold it and add more with every fall. Within 1 -2 years, once it will able to establish the market than we will not see this price again.

      Delete
  93. Madam please reply about AFL and xpro india. I hold both stock on your advice and it's regularly down trend quarter to quarter. Please suggest

    ReplyDelete
  94. Dear Dolly mam, I purchased 200 Nandan Denim share at the rate of 138 So How much target should I expect in long term?

    ReplyDelete
  95. Hello Mam,
    Can we invest in the following stocks at Current Market Price - Nandan Denims, RSWM, Dhunseri Tea, Xpro India. What should be the time frame we should be invested to get good returns? Pls advise
    Regards - Selvah

    ReplyDelete
  96. Hi Mam, what's your view on Technocraft buyback? Holding good quantity. Please advice.

    ReplyDelete
    Replies
    1. It is good for investors in both options ( reducing the equity or delisting)

      Delete
  97. Hi mam, can you please view Phoenix lamps? What are growth prospect after new management of suprajeet engg?

    ReplyDelete
  98. This comment has been removed by the author.

    ReplyDelete
  99. Hello mam, please share your views on Morepen Labs. It has shown some significant uprise in the last few days. Thanks.

    ReplyDelete
  100. hi mam,what is your opinion on umang diary? i bought it at the price of 81.It is daily lower circuit.quarter results also not satisfactory.pls suggest your views on it

    ReplyDelete