Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
Sunday, October 23, 2022
Deepawali Greetings
Dear Blog Members,
May the divine light of Deepawali bring health, wealth, peace and prosperity to you and your family.
Exactly 3 years back, Diwali 2019 (Oct), you recommended Deepak Fertilizer. Within 3 years, it’s 900% return (9x) for blog members, which is really incredible. Thanks ton for your unconditional service towards retail investors.
But fund managers are talking this share and recommending now post 9x since massive capex is in process and getting commissioning next year 2023 this time.
We believe, this stock (Deepak Fert) is going to be milestone for blog members since it’s getting ready for next leg. Believe it’s not difficult to get 50x from suggested price Thanks again for your great support and service towards retail investors
A very happy diwali mam. Actually it is your great guidance and teachings which brought real happiness in our families this Diwali. Thank you soo much mam😀
🪔🪔🪔🪔🪔🪔🪔🪔🪔🪔🪔 शुभम करोति कल्याणम,_ आरोग्यम धन संपदा,_ शत्रु-बुद्धि विनाशायः,_ दीपः ज्योति नमोस्तुते डॉली मैडम, उनके पूरे परिवार और सभी ब्लॉग मेंबर्स को दीपावली की हार्दिक बधाई एवं शुभकामनाए 🙏🙏🙏🙏🙏
Dear madm quarterly profit of Lykis is around 3.5 crore, if we annualise it comes to 14 crore, from last quarter to this quarter short term loan increased from 108 crore to 140 crore, in this scenario how a company can pay its 10 year profit to cover the debt, hope increase in sales is achieved through working capital debt and the debtors also increased by 50 % qoq Please help me to understand Thanks
Madam, please throw some light on Deepak fertilise promoter pledge release of 7.9 million, is it right information, if yes, eventhow after this good news also the stock is in down trend.
My buy price @ 235, not yet sold single share, what is the right price to took my investment amount back. Thank you
Madam, Any view on Railway PSU stocks. Recently Ramesh damani sir has spoken about hidden Gem in this sector. Can you share your preferred stock pl. Thanks.
Madam has suggested in previous messages that - you can buy it or any suggested stock within +- 15 %.For example - Jub Ing suggested price was 472.16 so +-15 % comes to following range - 401.33 to 542.97
Hello Mam, I have a very small number (135) of FOC shares of DN and DFPC. Is it valuable to add some more quantity at current level or in every dip. Looking at the future growth from here for long term.
Lot of FIIs, DIIs and public retail investors will continue to enter in these stocks even at much higher price but our entry price will remain same with in 15% from suggested price.
Deepak Fert's 2022 full year EPS was 60, and Q1 FY23 EPS alone was ~ 36. The net profit/revenue ratio has been a consistent 14.35% the last 2 quarters. And for the first time in over 4 quarters, the revenue jumped significantly (Rs. 3000 Cr, that also aided in the significant net profit increase in Q1)...applying the ~14% net profit/revenue ratio to a FY2023 full year sales of Rs. 3000 Cr x 5 (instead of 4x, since am factoring in growing revenues for the rest of FY23),we get a net profit of ~Rs. 2100 Cr....~ roughly an EPS of 180.
Applying a P/E of 12, we get a PPS of Rs. 2160 by Apr-May 2024. And this is not even considering the benefits of the Ammonia backward integration project expected to complete in the next 7-8 months....Or the fact that the market may consider a PE expansion on DFPCL because it's no more an agri co. or a commodity fertiliser co.
Thanks Dollyji, thought the raw material costs stabilised midway through Q2? Q1 results were despite the higher raw material costs....and I believe the ave. costs for Q2 are not much higher than what they were in Q1.
Respected Madam, Happy Deewali to you and all your family members. Dai ichi is trading below blog suggested price. Can I add some more quantity? Kindly advice.
Dear Mam, ASRL promoters reduced their stake in Q422 to 58%....and now it got reduced to 36%. Looks like they hv not even participated in Rights issue. How to view this?!?
Am invested...my average is ₹75. I couldn't find any issues in their Sales & Profits... Wr Gajendrakumar
In past, I have replied to several comment that always book profit on time and never make any emotional attachment with stocks. If you have free of cost shares then you can exit at any time or at any price.
God bless everyone... Finally after patience of 1.5 years dai is now on its way... I just beleive in fact that every human being wants to grow and so MIS WAKIL will do the same
Mam, Raymond has posted excellent quarterly result : Revenue ,OPM,PAT,EPS is increasing both on YOY & QoQ basis.
SNL bearing: QoQ looks good but on YoY revenue has increased but profit has reduced due to increase in expenses .In this case result looks good or average ?
Mam, Do you have conf call recording link of lykis of this quarter ? I tried to searched on google but couldn't find . Want to listen management commentary
Thank you very much for your valuable pick of DN and DFPCL. Both had gave multifold returns. I have FOC for both.
I think DFPCL will perform better than DN in the coming years. Am I right? Based on this thinking, may I swipe amount of DN with DFPCL? (Just for more gain compared to DN)
Hi mam, I got state government job. So i quit intraday trading. Now I am planning to do monthly trades on bank nifty options (hold for a month). Is it legal..
About Raymond recommendation: Thanks many again for recommendation of Raymond Ltd.
Q2 result is out, highest ever quarterly rev,EBITDA, PBT in company’s history. We are with 200 % return (recommended price was at INR 450). But the way Raymond looks journey just started…..
1. Marginal reduction on debt. 2. Strong outlook of H2 compare to H1 for current FY. 3. And Engineering business IPO is due. 4. Raymond is in ethnic wear business recently, it’s high OPM business I guess 5. Promotor is very keen to bring down the debt and creating the value creation for shareholders..
As a retail investor, I couldn’t understand this madam, Vedant Fashions Ltd market cap is 35K, but sales is 1.2K, whereas Raymond market cap is 9K, sales is 8K. Why such a big valuation gap madam?
Thanks madam for your incredible service for retail investor like us.
Higher material cost has impacted the bottom line but there is good growth in top line. Free of cost shares can be sold or hold according to your fund requirement.
daichi - for sept qtr has other income of 9 cr.out of 12 cr profit. so business profit is only 3 cr. what is the other income and will they be able to sustain current growth
Company has posted best ever sales for Q2 but very high material cost has impacted the bottom line. Overall it is good result. There is no target for free of cost shares, it can be sold or hold according to your fund requirement.
All three companies have posted excellent result for Q2. There is some impact on bottom line due to higher material cost. Next stock is still not finalised , I will give update on it within few days (during this weekend )
Deepak Nitrite has posted best ever sales for Q2 but high material cost has impacted the bottom line. In general, the impact of higher raw material cost and higher fuel cost is on every company in Q2. Overall it is excellent result.
We keep no large cap but few mid cap stocks. The risk is inherent part of this business it can not be avoided but managed with portfolio diversification, timely entry and exit, allocation %, investment in fundamentally strong companies etc.
HI Mam, are you monitoring any stocks in QSR ( Quick service Restaurent ) theme ? As margins are very high in this sector ( at least 50% & above as per my knowledge ) , Is there any stock available at reasonable valuations now ? can you please throw some light here if possible ?
Hi Dollyji, what's your opinion of DFPCL Q2 numbers? 200% YoY rise in net profits, revenue increased healthily, margins continued to expand from 10% to 18% YoY.....Great numbers I think. Now the P/E has contracted to under 10. What's the market thinking?
1) Today even though Sensex is gone up 1181 point but 51% stocks did not close green. Some time it happens in the market https://www.bseindia.com/markets/equity/EQReports/advdec.html 2) Tomorrow I will give update on next stock. 3) You can continue hold free of cost shares for long term (until it continue to keep performing well)
Hello ma'am Thanks for your recommendation of Raymond's. Really appreciate your selfless efforts. Maam can jubilant ingrevia and GLS life give similar or better returns in 3 years.
Wish Dolly madam, Rajeev Sir and all the blog members a ver happy Deewali👍👍
ReplyDeleteHappy diwali
ReplyDeleteHappy Deepavali mdm u and ur family
ReplyDeleteHpy deepavali mdm u and ur family
ReplyDeleteHappy Diwali Madam and all blog members
ReplyDeleteMadam, we wish you and family very happy divine light of Deepawali bring health, wealth, peace and prosperity of our all blog members. Thank you
ReplyDeleteWish you shubh Deepavali..
ReplyDeleteMay god bless you with health and happiness..🎊🎂💐
Happy Diwali mam..
ReplyDelete~~Siva
Happy Deepavali to you madam and all blog members
ReplyDeleteHappy Diwali to everyone
ReplyDeleteWish you very happy Diwali to Madam and Everyone
ReplyDeleteHi Madam,
ReplyDeleteExactly 3 years back, Diwali 2019 (Oct), you recommended Deepak Fertilizer. Within 3 years, it’s 900% return (9x) for blog members, which is really incredible. Thanks ton for your unconditional service towards retail investors.
But fund managers are talking this share and recommending now post 9x since massive capex is in process and getting commissioning next year 2023 this time.
We believe, this stock (Deepak Fert) is going to be milestone for blog members since it’s getting ready for next leg. Believe it’s not difficult to get 50x from suggested price
Thanks again for your great support and service towards retail investors
Wish you and blog members very happy Deepawali
ReplyDeleteThankyou..mujeeb..
DeleteDear Mam, Wishing you a very happy and prosperous Deepawali.
ReplyDeleteWr
Gajendrakumar
Dear Mam and blog members -wish you and your family a happy Diwali, May the divine light bring peace, good health, wealth and prosperity !
ReplyDeleteDear mam and all blog members, WISHING YOU A VERY HAPPY DEEPAWALI AND A PROSPEROUS YEAR AHEAD.
ReplyDeleteDear maam, wish you happy diwali to you and your family. Happy diwali to all blog members
ReplyDeleteHappy deepawali mam
ReplyDeleteDear mam,wish you happy Diwali to you and your family.
ReplyDeleteWish u happy deewali medam...
ReplyDeleteWish Madam and all blog members a Very Happy Diwali.
ReplyDeleteThankyou...pravat
DeleteA very happy diwali mam.
ReplyDeleteActually it is your great guidance and teachings which brought real happiness in our families this Diwali.
Thank you soo much mam😀
Happy Dipawali mam,sir & blog members.
ReplyDeleteWishing you a very happy and prosperous Diwali
ReplyDeleteHappy Dipawali Madam
ReplyDeleteHave a wonderful Year ahead
Happy Deepawal to you too..
ReplyDeleteDear Madam
ReplyDeleteWishing you and your family a very happy, delightbull and wonderbull D I W A L I...
Best Regards
VST
🪔🪔🪔🪔🪔🪔🪔🪔🪔🪔🪔
ReplyDeleteशुभम करोति कल्याणम,_
आरोग्यम धन संपदा,_
शत्रु-बुद्धि विनाशायः,_
दीपः ज्योति नमोस्तुते
डॉली मैडम, उनके पूरे परिवार और सभी ब्लॉग मेंबर्स को दीपावली की हार्दिक बधाई एवं शुभकामनाए 🙏🙏🙏🙏🙏
Happy and prosperous Diwali to you Mam.
ReplyDeleteDear madm quarterly profit of Lykis is around 3.5 crore, if we annualise it comes to 14 crore, from last quarter to this quarter short term loan increased from 108 crore to 140 crore, in this scenario how a company can pay its 10 year profit to cover the debt, hope increase in sales is achieved through working capital debt and the debtors also increased by 50 % qoq Please help me to understand Thanks
ReplyDeleteThere is no long term debt. It is short term debt for working capital (use of credit limit given by banks and always getting settled within year).
DeleteDear mam wish you happy deepawali
ReplyDeleteHappy Deepawali madam
ReplyDeleteHappy Deepawali to madam and all the blog members
ReplyDeleteWishing you and your family a very happy and prosperous Diwali 🎉🎉🎊🎉✨✨✨😊
ReplyDeleteWish you a very happy diwali madam. May god bless you with a long, healthy wealthy and prosperous life. Happy Diwali !
ReplyDeleteI wish you and your family a happy Diwali mam
ReplyDeleteHappy Diwali to you and Your family.God bless you and your family.I have green portfolio only because your advise.Thanks a ton
ReplyDeleteHappy Diwali to Rajiv Sir & Dolly Madam and all blog members
ReplyDeleteHappy Deepavali to Mam and all blog members.
ReplyDeletehappy deepavali to Mam and our community
ReplyDeleteHappy Diwali Madam and all Blog members also..!!!
ReplyDeleteHappy Diwali to you Ma'am. May this festival of light shower upon you all joy and happiness.
ReplyDeleteDear sir, mam and all members , wishing you all a happy and prosperous diwali .
ReplyDeleteHappy Deepawali Ma'am and to all the blog readers
ReplyDeleteHello Madam, what is ur view on Lykis result? Currently it is trading below the recommended price
ReplyDeleteCompany has posted excellent result for Q2, we expect even better results in future.
DeleteHappy Diwali.May Almighty God bless you and ur family.
ReplyDeleteHappy Deepavali to Rajiv Sir & Dolly Madam and all blog members
ReplyDeleteHappy Diwali to Respected Ma'am and all group members.
ReplyDeleteMadam, please throw some light on Deepak fertilise promoter pledge release of 7.9 million, is it right information, if yes, eventhow after this good news also the stock is in down trend.
ReplyDeleteMy buy price @ 235, not yet sold single share, what is the right price to took my investment amount back. Thank you
Yes, promoters have released above shares. Stock correction is in line with small and mid cap index correction
DeleteWe expect much higher return in next 1-2 years.
DeleteNamaste Madam, Shubh Deepawali to all. Is there any specific reason behind continuously falling of ASRL stock price? Please advise
ReplyDeletePrice correction is normal after bonus and right issue. Stock has already given good return.
DeleteMadam, Any view on Railway PSU stocks. Recently Ramesh damani sir has spoken about hidden Gem in this sector. Can you share your preferred stock pl. Thanks.
ReplyDeletesorry not tracking
DeleteHello Madam, Can i still Buy Jubiliant Ingrevia stock now?
ReplyDeleteMadam has suggested in previous messages that - you can buy it or any suggested stock within +- 15 %.For example - Jub Ing suggested price was 472.16 so +-15 % comes to following range - 401.33 to 542.97
DeleteDolly Madam, Can i add this stock even now ??
Deleteyes
DeleteHello Mam,
ReplyDeleteI have a very small number (135) of FOC shares of DN and DFPC. Is it valuable to add some more quantity at current level or in every dip. Looking at the future growth from here for long term.
Lot of FIIs, DIIs and public retail investors will continue to enter in these stocks even at much higher price but our entry price will remain same with in 15% from suggested price.
DeleteMam, How is Jupiter Wagons Ltd ? Any idea?
ReplyDeleteSorry not tracking
DeleteDeepak Fert's 2022 full year EPS was 60, and Q1 FY23 EPS alone was ~ 36. The net profit/revenue ratio has been a consistent 14.35% the last 2 quarters. And for the first time in over 4 quarters, the revenue jumped significantly (Rs. 3000 Cr, that also aided in the significant net profit increase in Q1)...applying the ~14% net profit/revenue ratio to a FY2023 full year sales of Rs. 3000 Cr x 5 (instead of 4x, since am factoring in growing revenues for the rest of FY23),we get a net profit of ~Rs. 2100 Cr....~ roughly an EPS of 180.
ReplyDeleteApplying a P/E of 12, we get a PPS of Rs. 2160 by Apr-May 2024. And this is not even considering the benefits of the Ammonia backward integration project expected to complete in the next 7-8 months....Or the fact that the market may consider a PE expansion on DFPCL because it's no more an agri co. or a commodity fertiliser co.
Dolly ji, what's your take on the above figures?
The company may not achieve above figures in FY 23 due to multifold rise in raw material cost and gas price but it is very much achievable in FY 24.
DeleteThanks Dollyji, thought the raw material costs stabilised midway through Q2? Q1 results were despite the higher raw material costs....and I believe the ave. costs for Q2 are not much higher than what they were in Q1.
DeleteRaw material cost is stabilising but Q2 is having lower consumption for mining chemicals due to rainy season.
DeleteRespected Madam,
ReplyDeleteHappy Deewali to you and all your family members.
Dai ichi is trading below blog suggested price. Can I add some more quantity? Kindly advice.
yes you can add
ReplyDeleteGm Mdam, Which sector will be the next stock recommendation ?
ReplyDeleteStill we have not decided the stock or sector. I will give update on it at least one week before posting it on blog.
DeleteDear Mam, ASRL promoters reduced their stake in Q422 to 58%....and now it got reduced to 36%. Looks like they hv not even participated in Rights issue. How to view this?!?
ReplyDeleteAm invested...my average is ₹75. I couldn't find any issues in their Sales & Profits...
Wr
Gajendrakumar
In past, I have replied to several comment that always book profit on time and never make any emotional attachment with stocks. If you have free of cost shares then you can exit at any time or at any price.
DeleteHi Ma'am, Happy Diwali to you and your family.
ReplyDeleteI have 5% of my portfolio in ASRL at average price of 71/-. Should I sell it off? CMP is 62.75/-
Yes you can sell it with some profit.
DeleteHi mam, deepak fertilizer correcting from last few days, what level it is expected to stablise, also what is expected Q2 result? Regards
ReplyDeleteHi Madam,
DeleteDue to nature of business, Q2 will be soft result. I believe, management said the same in previous concall (Q1)
Mam your view on Daichi results. Seems companys revenue has surpassed break even level this quarter. And turn around has happened.
ReplyDeleteRegards
Yes, company has posted positive result after several quarters. We expect ever better results in coming quarters.
DeleteGod bless everyone... Finally after patience of 1.5 years dai is now on its way... I just beleive in fact that every human being wants to grow and so MIS WAKIL will do the same
ReplyDeleteMam, Raymond has posted excellent quarterly result : Revenue ,OPM,PAT,EPS is increasing both on YOY & QoQ basis.
ReplyDeleteSNL bearing: QoQ looks good but on YoY revenue has increased but profit has reduced due to increase in expenses .In this case result looks good or average ?
SNL has also posted good result in adverse business condition.
DeleteAdverse condition means raw material/commodity are high at this time
DeleteMam, Do you have conf call recording link of lykis of this quarter ? I tried to searched on google but couldn't find . Want to listen management commentary
ReplyDeleteI don't have con call link and there is no update given by company to stock exchange.
DeleteMam plz tell about ktk bank result.what should I do now.i have500 ktk bank shares@175.plz help me.
ReplyDeleteSorry not tracking it
DeleteHi Mam,
ReplyDeleteFIIs & DIIs were not started to buy in SNL, is this the reason why the stock is not moving up...
FIIs & DIIs will buy once it will become Cr 500+ company.
DeleteRespected Mam
ReplyDeleteI have no holding in ASRL. Can I buy at current price for long term?
Not advisable, stock has already given more than 100% return.
DeleteRespected Sir,
ReplyDeleteThank you very much for your valuable pick of DN and DFPCL. Both had gave multifold returns. I have FOC for both.
I think DFPCL will perform better than DN in the coming years. Am I right? Based on this thinking, may I swipe amount of DN with DFPCL? (Just for more gain compared to DN)
Please advice.
Raxit Shah
Both stock have already given 10 X return. You can enjoy the profit at your will.
DeleteHi mam, I got state government job. So i quit intraday trading. Now I am planning to do monthly trades on bank nifty options (hold for a month).
ReplyDeleteIs it legal..
It is illegal to do trading on duty in both private and government job. It will always distract the from job.
DeleteOk mam. Thank you🌹
DeleteAny reason why asian energy has not started moving yer
ReplyDeleteAdverse business condition
DeleteWhen we could expect turn around?!
Deletehopefully within 3 years from suggested date.
Deletemadam, i have already booked half FOC(at 900, 1200) in raymond, can i book another half at this price or wait for some more time. My allocation is 16%
ReplyDeleteThank you madam
Now you can wait for further gain and book some profit again around Rs1800 -2000
DeleteHello ma'am, can you suggest few logistics stock apart from Gati, as government is working on National Logistics Policy.
ReplyDeleteWe will cover if any good opportunity available in future.
DeleteHi Madam,
ReplyDeleteAbout Raymond recommendation:
Thanks many again for recommendation of Raymond Ltd.
Q2 result is out, highest ever quarterly rev,EBITDA, PBT in company’s history.
We are with 200 % return (recommended price was at INR 450). But the way Raymond looks journey just started…..
1. Marginal reduction on debt.
2. Strong outlook of H2 compare to H1 for current FY.
3. And Engineering business IPO is due.
4. Raymond is in ethnic wear business recently, it’s high OPM business I guess
5. Promotor is very keen to bring down the debt and creating the value creation for shareholders..
As a retail investor, I couldn’t understand this madam,
Vedant Fashions Ltd market cap is 35K, but sales is 1.2K, whereas Raymond market cap is 9K, sales is 8K. Why such a big valuation gap madam?
Thanks madam for your incredible service for retail investor like us.
Thanks
Market will also give fair valuation to Raymond in future.
DeleteMam lykis earnings call transcript not available. Is not it compulsory to do earnings call for all companies?
ReplyDeleteabsolutely right
DeleteDolly Mam, can you suggest one more stock this month or in Dec before the year 2022 is over. Thanks.
ReplyDeleteRespected Madam,
ReplyDeleteCan we buy Asian Energy at CMP? Is it capable of giving 100% in next 3 years?
We must exit if it fail to give 100% return within 3 years from the suggested date 25 Jan 2021
DeleteMadam How are the results of Jubilant industries? .Should I hold the free shares or buy next stock
ReplyDeleteHigher material cost has impacted the bottom line but there is good growth in top line. Free of cost shares can be sold or hold according to your fund requirement.
DeleteWhy Lykis went upto 58 with continuous upper circuit? Why coming back to normal price? Any news we missed?
ReplyDeleteSooner or later stock price will also follow the trend of company results.
DeleteHi mam, your comments on Jubilant industry result and it's future prospects pls, regards.
ReplyDeleteHigher material cost has impacted the bottom line but there is good growth in top line. Future is also good
DeleteI am new pls let me know where to invest
ReplyDeleteYou can invest in next stock, it will be posted within November. It will post the exact date in coming weeks.
DeleteMadam, Can you pl share youre view on SNL bearing results.
ReplyDeleteCompany has posted best ever revenue for Q2 but higher material cost has impacted the bottom line. Overall it is good result.
Deletedaichi - for sept qtr has other income of 9 cr.out of 12 cr profit. so business profit is only 3 cr. what is the other income and will they be able to sustain current growth
ReplyDeleteOther income include 8 Cr profit from sale of land in Pune. We expect also good growth in coming quarters
DeleteMam, Your View on Deepak Nitrite please. Profit badly impacted
ReplyDeleteCompany has posted best ever sales for Q2 but very high material cost has impacted the bottom line. Overall it is good result.
DeleteMam, Deepak nitrite profits are continuously falling, please advise strategy regarding FOC shares.
ReplyDeleteCompany has posted best ever sales for Q2 but very high material cost has impacted the bottom line. Overall it is good result. There is no target for free of cost shares, it can be sold or hold according to your fund requirement.
DeleteHello Mam,
ReplyDeleteWhat will be % 20 or 10 for the next stock? Just asking from the fund arrangement perspective.
It still not decided but I will give update on next stock within few days (during weekend )
DeleteSir, what is your view on Asian result and it's future prospects pls, regards
ReplyDeleteCompany has given very weak result for Q2, we expect to perform better in coming quarters.
DeleteMadam, please throw some light on DNL, MAGNA and pennar results.
ReplyDelete2. Please give some clue on next stock from which sector and price range. Thank you
All three companies have posted excellent result for Q2. There is some impact on bottom line due to higher material cost.
DeleteNext stock is still not finalised , I will give update on it within few days (during this weekend )
Jubilant ingrevia Rocks..stable in price..
ReplyDeleteRespected madam..please explain deepak nitrite results from ur point of view..
ReplyDeleteDeepak Nitrite has posted best ever sales for Q2 but high material cost has impacted the bottom line. In general, the impact of higher raw material cost and higher fuel cost is on every company in Q2. Overall it is excellent result.
DeleteMam, Do you hold largecap and midcap(Nifty 250) stocks in your portfolio. How do you manage the risks. Any tips to manage a better portfolio.
ReplyDeleteWe keep no large cap but few mid cap stocks. The risk is inherent part of this business it can not be avoided but managed with portfolio diversification, timely entry and exit, allocation %, investment in fundamentally strong companies etc.
DeleteHi Madam, Deepak Nitrite fell almost 10% today from 2200 levels to 2000 levels. Any specific reason madam?
ReplyDeletePlease read questions & answers in blog.You will get your answers
DeleteNo specific reason but significant market correction along with some weak Q2 numbers.
DeleteHI Mam, are you monitoring any stocks in QSR ( Quick service Restaurent ) theme ? As margins are very high in this sector ( at least 50% & above as per my knowledge ) , Is there any stock available at reasonable valuations now ? can you please throw some light here if possible ?
ReplyDeleteSorry not tracking any stock from this segment
DeletePls update for Gls lifesciences
ReplyDeleteAs all pharma shares are weak especially divis.
Glenmark Life Sciences is performing well. Some time poor result from sector leader may drag down the complete sector for few days.
DeleteIf you can give ur views for tci and tci Express considering national logistic policy coming up.
ReplyDeleteThanks
Both companies are market leader in their segment and both will continue to perform well in future.
DeleteMam ur comments about deepak FERTILIZERS results
ReplyDeleteDFPCL has posted best ever result for Q2 and we expect even better results in coming quarters.
DeleteHi Dollyji, what's your opinion of DFPCL Q2 numbers? 200% YoY rise in net profits, revenue increased healthily, margins continued to expand from 10% to 18% YoY.....Great numbers I think. Now the P/E has contracted to under 10. What's the market thinking?
ReplyDeleteYes, market will also acknowledge its excellent performance and stock will get re-rated in coming quarters.
DeleteMadam, why DNL and DFPL are falling after declaring the industry best results.
ReplyDelete2. Sector and range of the next stock.
3. What price i can sell of MAGNA. Continue UCs
Thank you
1) Today even though Sensex is gone up 1181 point but 51% stocks did not close green. Some time it happens in the market
Deletehttps://www.bseindia.com/markets/equity/EQReports/advdec.html
2) Tomorrow I will give update on next stock.
3) You can continue hold free of cost shares for long term (until it continue to keep performing well)
Hello ma'am
ReplyDeleteThanks for your recommendation of Raymond's.
Really appreciate your selfless efforts.
Maam can jubilant ingrevia and GLS life give similar or better returns in 3 years.
Yes
DeleteSnl bearing seems to be stuck in a range.
ReplyDeleteWhen do you see it giving meaningful appreciation to the shareholders.
Rs 290 good time to buy
We expect it to perform well within 3 years from the suggested date.
DeleteHello ma'am.
ReplyDeleteYour views for pb fintech , Zomato and nykaa
Sorry not tracking these stocks
DeleteMadam, Do you suggest buying sangam india and choice inernational at the current price.
ReplyDelete