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, January 1, 2023
New Year Greetings
Dear Blog Members,
Wishing a blissful New Year to you and your family. Hope that joy and success will follow you in every field of your life
Thanks Mam. Wish you your family a very Happy new year. Appreciate your selfless service of mentoring us patiently all these years and inculcating the virtue of patience much needed for a long term investor.
Thank you ma'am, wishing your and your family members also a very happy new year 2023. May this year brings a lot of happiness and blessings in your family.
Wish you a very happy and healthy new year to you nd your family mam. Feeling blessed that I came across and became a part in financial journey with you. Regards
Wish you a happy and prosperous new year to you and your family members and the blog members madam. We are very much thankful to you for your selfless service through this blog in educating amateur investors like me. Hope this year also will be fruitful through your best picks.
Hearty congratulations to you madam and all blog memebers for 8th anniversey of our blog. Madam, you had started the blog on this day for small and new investors who doesnt know anything regarding stock market. Through this long journey you have changed us as investors, you motivated us during very tough times. Though you are one of the most famous investors in Indian stock market, you cares for every small investor of our blog. Your patience in replying for all the repeated questions on daily basis is like a mother replying for her children, your inspirational words during tough times made us to be in the market, you courage and confidence in suggesting new stocks even after market has rallied a lot(after covid) made us your fans. Your absence during covid worried us for your health, as you said we may not be emotional towards a stock but we are emotionally attached to you madam. We are indebted to you. Hope God gives good health to you and your family members
Madam, please suggest Power sector related companies even the PSU's given the roadmap and big push for Green hydrogen. Defense sector stocks already moved (PSU's also) a lot after make-in-India announcement and push, hopefully same thing will happen on power sector. Pl advise.
Mam, I want to sell some Qty. of Deepak Fert at Rs. 2000 and Approx. all Qty. of Deepak Nitrite at Rs. 10,000. Are my targets achievable? How many years It may take in both companies?
You can continue to hold these stocks based on future performance. Stock price will also follow the earning growth. We expect good return in long run but no such target as mentioned above.
Namaste Dolly Khanna Ji & Rajesh Ji, Wishing you a happy and prosperous new year. This year brings you cheers, peace and joy in your life. God Bless You all. Dolly Ji, I have some queries, kindly clear them. I bought Rolta India Ltd for 71 rupees. Now the price is 3.75. Please guide me what is the best idea to follow in this regard. Can I make it average at this stage or can I exit to save atleast this small amount. Thanks in advance madam.
Dear Mam, what's the expected listing price of the Kamdhenu ventures share? Or may be approximate price. Should we hold on to all the shares or book some profit on listing ? Thank you for your guidance.
Sir, I have one query please clarify me. Is it better to invest in direct stocks or equity Mutual funds for retail investors like me for creating wealth in long run with peace of mind without bothering the market up and downs. How much CAGR in direct equity and MF can we get?
Note: I would like to inform you, I am following the blog since 2016 and benefitted a lot from Few stocks and lost from few stocks. Still not able to find the best way. I got lot of money from Deepak Fertilizers and Nitrite, Raymond, Orient, other few but at the same time I lost lot of money from Few like Nitin spinners, Sintex, ADSR, pennar etc. So not able to come conclusion which way is better, I still I am holding blog suggested stocks.
Investment in equities and mutual funds is subjected to significant risk and there is no fix return. Bank FD is better option who do not like to face risk.
Respected madam, In patanjali palm plants will take 10 - 15 yrs to grow and give yield fully..how the story of Backward integration in palm will play out in margin improvement.. Pls explain...
Happy Makara Sankranthi Ma'am. Would you be kind enough to share your esteemed view on Pondy Oxide if it is a good stock. Also, buying levels of the stock if it is in your radar. Thank you, Ma'am.
Madam, please throw some light on shree pushkar chemicals results.
Why this company is performing even zero debt and capex expansion with internal accurals, madhaya bharat aquisation, professional management with a good experience, cash rich.
I am holding since recommendation, can i hold some more time or switch to patajali. Earlier i missed expro, after sold my holdings it reached 2000. Thankyou.
OPM is getting impacted due to higher material cost from last few quarters. Once margin will improve then stock price will also move up in coming quarters.
Dear Mam, Looks like the Deepak fertilizer management created the confusion. They are telling that they will list industrial chemicals and mining chemicals business seperately but not saying anything about the existing shareholders will get shares in both companies when listed . Very good performance and share is down nearly 40% from peak without any disappointment in performance. Please share your views.
The company has not given any update on listing of industrial chemicals and mining chemicals business, You can share it if you have received any communication. Price correction is normal and it is required to remove the dust from diamond.
Thank you for your reply. Madam, do u think there is more correction expected in Deepak Fertilizer. If you can only share your thoughts, it will help us
Madam, please throw some light on shree pushkar chemicals results.
Why this company is not performing, even have all positive point along woth this company like zero debt and capex expansion with internal accurals, madhaya bharat aquisation, professional management with a good experience, cash rich.
I am holding since recommendation, can i hold some more time or switch to patajali. Earlier i missed expro due to after sold my holdings it reached 2000. Thankyou.
Most of the fertiliser and chemical companies have posted weak result for last few quarters due to higher raw material cost. Results will improve in coming quarters. Free of cost shares can be hold or sold any time based on company performance.
Dear Ma'am, wrt Patanjali Foods food portfolio, sales have reduced QoQ (from ~2400 cr to 1570 cr) and EBIT has also seen a decline from ~25% to 10% for the quarter. Given that the foods business is expected to uplift overall margins, do we take this quarter to be an anomaly? FMCG businesses like HUL, Dabur, Nestle have net margins in the range 15% to 18%. Can we expect the same from Patanjali's standalone food portfolio? Thank you.
Q2 result was exceptional for food business (for profit) and edible oil business (for loss) so it is not comparable with Q3. There is revival of business growth and it will reflect in the results of coming quarters.
Glenmark Life has posted good result. The company was just able to maintain its growth and margins in Q3 but we expect better results in the coming quarters
Mam, Is this the best ever result posted by Lykis ? Year on Year sale is up and PAT as well . On QoQ basis sale is down (117.93 to 104.92) . Does this dip in sales matter ? Please confirm
Good morning madam, Lykis sales are down and inventory piled up. PAT looks high because of removing inventory cost from expenditures, please share your view. Thanks
Dear Mam, As per your general guidlines, Patanjali Food is now out of buying range. Is there any change in guidelines for this case as it is a newly suggested stock. Thanking you in advance.
Generally we have seen similar situation several times in the past. Those who unable to buy at 1272 will not have courage to buy at 1000. Sometime such deep market correction gives us great buying opportunity.
Mam, please share your views on Patanjali result and recent price correction. The stock is down by almost 20% from the suggested price. Q3 results is not that bad...still continues LC. Thanks
All companies have posted good result. We are not giving exit call on any stock until there is some serious issue related to company or management. But we give hints in comment replies for safe exit, it is to avoid stampede sell-off.
Mam, In quarterly result i have observed companies Tax% is not consistent .What i mean by this is that in some quarter they pay 19% tax & in some quarter they pay 40% .Profit is less but they pay more tax% and when profit amount is high tax% is less. How does Tax % is determined ?Please help to understand .Thanks
Mam, How to see the recording of Earning calls of Lykis ,SNL bearing , Add-shop E-Retail limited & Magna Electro Castings ? Do small companies really have earning calls & might be people don't record record & upload it on youtube ? Can we email them & ask for link ?Please share some light in this area. Thanks
Not only Patanjali but complete market correction happened from last 6-7 days, There is major correction in market due to Adani - Hindenburg issue. It will recover very quickly.
Respected madam.. I have bought patanjali stock..I am thinking that if patanjali corrects below 30 % from suggested price .. is stop loss necessary.. or revise rule..?? As i have faith in the company...
There is no change in any rule. It was for those who don't want take higher risk in during deep market fluctuation. Same time such correction provide great investment opportunity.
Orient Paper & Industries has given excellent result for Q3. The company was able to make good turnaround after posting poor result for several quarter
Not only Patanjali but complete market correction happened from last 6-7 days, There is major correction in market due to Adani - Hindenburg issue. It will recover very quickly.
Madam, please throw some light on results of Kamdhenu and paints 2. Raymonds. 3. Jubliant industries * ingreava What is the reason of Raymonds fall after posting best results
Thank you mam for your Knowledge sharing and Service. I have made good gains with your recommendations.
ReplyDeleteWish you your family members - a Very Happy and Healthy New year 2023
Wishing you all the Blog members a very Happy and Healthy New year 2023.
Wish you a very happy new year to you madam and to all blog members and their families
ReplyDeleteThanks Mam. Wish you your family a very Happy new year. Appreciate your selfless service of mentoring us patiently all these years and inculcating the virtue of patience much needed for a long term investor.
ReplyDeleteRajiv sir and dolly mam,Very happy new year .
ReplyDeleteStay blessed n happy
Wish you a very happy new year dear Madam.
ReplyDeleteThank you ma'am, wishing your and your family members also a very happy new year 2023. May this year brings a lot of happiness and blessings in your family.
ReplyDeleteHappy new year ЁЯОЙ madam
ReplyDeleteThank you medam and wish you happy new year to you and family... have a nice day
ReplyDeleteDear Sir and Madam , wishing you , your family and all members a happy and prosperous 2023. Rgds
ReplyDeleteHappy New Year ЁЯОИЁЯе│ЁЯОЙ Mam
ReplyDeleteDear ma'am, very happy new year to you and your family. May god bless you with good health and happiness
ReplyDeleteWish you a very happy and healthy new year to you nd your family mam. Feeling blessed that I came across and became a part in financial journey with you.
ReplyDeleteRegards
Happy New Year.. may god give you and your families a very good health
ReplyDeleteWish blog members and family a very happy and prosperous new year 2023
ReplyDeleteWish you Madam and your family a very happy and prosperous new year 2023
ReplyDeleteHappy New Year to everyone
ReplyDeleteWish you happy new year madam
ReplyDeleteрдирд╡ рд╡рд░्рд╖ 2023 рдЖрдкрдХो рдФрд░ рдЖрдкрдХे рдкрд░िрд╡ाрд░ рдХो рд╕ुрдЦ, рд╕рдоृрдж्рдзि, рдЙрдд्рддрдо рд╕्рд╡ाрд╕्рде्рдп рдПрд╡ं рдвेрд░ों рдЦुрд╢िрдпां рдк्рд░рджाрди рдХрд░ें।
ReplyDeleteWishing you a peaceful and happy new year with full of prosperity and happiness.
ReplyDeletehappy new year!
ReplyDeleteRespected madam..
ReplyDeleteWishing you happy New year..ЁЯТРЁЯТР
Happy new year to you and your family madam. Thank you for everything.
ReplyDeleteЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖ЁЯМ╖
ReplyDeleteDreams have no expiry date
Life has no pause button...!
Live it.. Love it..
Enjoy each and every moment of your life....!!
Have a fantastic and fantabulous
NEW YEAR
2023 !!
ЁЯОКЁЯОВЁЯТРЁЯОКЁЯОВЁЯТРЁЯОКЁЯОВЁЯТРЁЯОКЁЯОВЁЯТР
Dear Madam … wishing you and your family and blog members happy new year
ReplyDeleteHappy New year Madam
ReplyDeleteWish you a very Happy new year to you Dolly madam and to All blog members and their families
ReplyDeleteFrom my family to yours wish you a very happy and prosperous New year ✨ЁЯТл
ReplyDeleteDear Madam - Wishing you and your family members a Happy and prosperous new year 2023.God Bless you and your Family
ReplyDeleteHappy new year ma'am.. god bless you and your family ЁЯОЙ
ReplyDeleteWish you a happy and prosperous new year to you and your family members and the blog members madam. We are very much thankful to you for your selfless service through this blog in educating amateur investors like me. Hope this year also will be fruitful through your best picks.
ReplyDeleteRespected Teacher/Mentor
ReplyDeleteAccept my warm wishes of New Year 2023.
Wishing you all a very happy new year 2023.
ReplyDeleteDear Sir & Mam, Wish you and family a very happy and peaceful new year
ReplyDeleteDear Mam,
ReplyDeleteWish you and your family A VERY HAPPY, PROSPEROUS AND WONDERFUL 2023 ...
Best regards
VST
Happy new year madam..!! Have a successful year..!!
ReplyDeleteGreetings Madam,
ReplyDeleteRecently Sunflag has moved quickly due to buzz in metal space. Would it be prudent to exit FOC shares or do you see more upside?
Madam always suggest you may sell FOC shared when you need money otherwise keep it as nothing to lose because you have taken principal OUT
DeleteWish you happy New Year Madam
ReplyDeleteI wish you and your family a happy new year madam
ReplyDeleteRespected madam, i bought patanjali very good quantity from 1101 to 1150 rs ..Now its 25 % of my total portfolio..
ReplyDeleteis it ok to hold...25%
Ok, you can reduce your holding with some profit booking in future.
DeleteThanks Mam, Wish you and your family a Very Happy New Year 2023. May this year bring joy, happiness and Peace.
ReplyDeleteHi Madam, Happy New year , Waiting for your next stock update date madam eagarly
ReplyDeleteHappy new year Madam!
ReplyDeleteWhich are all the sectors or companies benefit from the work shift from China to India for the next 3 years madam?
chemical, metals and mining, textile,
DeleteDear Mam and Blog members, Wish you and your family a happy, healthy and prosperous New Year!
ReplyDeleteThank you ma'am, Wishing you and your family members a very happy, healthy & Prosperous new Year 2023.
ReplyDeleteRespected Dollyji
ReplyDeleteWish you and your family a happy and healthy new year.
Many thanks Maam and wishing you and your loved one a very Happy,Healthy and Prospereous New Year 2023!
ReplyDeleteHearty congratulations to you madam and all blog memebers for 8th anniversey of our blog.
ReplyDeleteMadam, you had started the blog on this day for small and new investors who doesnt know anything regarding stock market. Through this long journey you have changed us as investors, you motivated us during very tough times. Though you are one of the most famous investors in Indian stock market, you cares for every small investor of our blog. Your patience in replying for all the repeated questions on daily basis is like a mother replying for her children, your inspirational words during tough times made us to be in the market, you courage and confidence in suggesting new stocks even after market has rallied a lot(after covid) made us your fans. Your absence during covid worried us for your health, as you said we may not be emotional towards a stock but we are emotionally attached to you madam. We are indebted to you. Hope God gives good health to you and your family members
Well summarized
DeleteMadam is God for us.
Wishing healthy and long years ЁЯЩП.
Thanks Madam
Very True ЁЯЩПЁЯЩПЁЯЩП
DeleteThank you Madam.God Bless you and your family for all generations
DeleteMay god keep you & your family healthy & happy
DeleteThank you madam for all your recommendations and advice.
DeleteYes, Madam is doing her best to save us from disasters situations and she is guiding us with most profitable stocks. Very kind of your madam.
DeleteThank you mam.God Bless you and your family.
DeleteMam,
ReplyDeleteAre you tracking any green hydrogen company?
Madam, please suggest Power sector related companies even the PSU's given the roadmap and big push for Green hydrogen. Defense sector stocks already moved (PSU's also) a lot after make-in-India announcement and push, hopefully same thing will happen on power sector. Pl advise.
DeleteOk, we will see if any good buying opportunity available in coming months.
DeleteHappy new year ma'am.. god bless you and your family
ReplyDeleteHi maam, i wanted to ask if suraj products and suraj inds. are the same management?
ReplyDeleteNo both are different
DeleteWish you happy new year Ma'am
ReplyDeleteHello ma'am, please share your view Ganesh EcoSphere. Thank you:)
ReplyDeletesorry not tracking
DeleteDolly Mam, When is your next stock going to be published. Also please suggest a new stock each month so we can have 12 stocks in the year. Thanks.
ReplyDeleteAnd do what?
DeleteMaam has already given stocks recently which are trading under the suggested price.
As maam suggested all money should be deployed in 4-6 stocks.
If you want to invest on 20-30 stocks better invest Mutual Funds.
Thanks. Let Mam reply.
DeleteWe will go for next stock in the month of March or April
DeleteThanks mam.
DeleteDear Mam
ReplyDeleteI am still holding FOC shares of ABFRL but it has not performed as per the expectation. Do you suggest to hold on to this?.
Thanks and regards
Vineeth
Yes, you can reinvest
DeleteKindly explain your point of view for learning purpose
DeleteMam, I want to sell some Qty. of Deepak Fert at Rs. 2000
ReplyDeleteand Approx. all Qty. of Deepak Nitrite at Rs. 10,000.
Are my targets achievable?
How many years It may take in both companies?
Even the Promoter r Fortune Teller can't answer such questions.
DeleteNeed to be realistic in our thoughts.
Yes, Not 100% but we can predict future price using earning projections
DeleteYou can continue to hold these stocks based on future performance. Stock price will also follow the earning growth. We expect good return in long run but no such target as mentioned above.
DeleteNamaste Dolly Khanna Ji & Rajesh Ji, Wishing you a happy and prosperous new year. This year brings you cheers, peace and joy in your life. God Bless You all. Dolly Ji, I have some queries, kindly clear them. I bought Rolta India Ltd for 71 rupees. Now the price is 3.75. Please guide me what is the best idea to follow in this regard. Can I make it average at this stage or can I exit to save atleast this small amount. Thanks in advance madam.
ReplyDeleteSorry not tracking it
DeleteDear Mam, what's the expected listing price of the Kamdhenu ventures share? Or may be approximate price. Should we hold on to all the shares or book some profit on listing ?
ReplyDeleteThank you for your guidance.
It is expected to list in next 2-3 weeks and expected listing price will be 100+
DeleteYou can continue to hold it for longer period.
Happy bhogi and Sankranti to you and your family mam
ReplyDeleteVery Happy Makara Sankranthi and Bhogi to you and your family.
DeleteI wish you, Rajiv sir and family of our all blog members,
ReplyDeleteHappy makara sankranti.
Very Happy Makara Sankranthi all and your family.
ReplyDeleteMadam, share yourview on ganesh Housing q3 Results, what would be the q4 tgt, where to book my investment back. My bought price @ 35 on 2020.
ReplyDeleteResult is good and expected to perform well. You can book some partial profit at any point.
DeleteSir, I have one query please clarify me.
ReplyDeleteIs it better to invest in direct stocks or equity Mutual funds for retail investors like me for creating wealth in long run with peace of mind without bothering the market up and downs. How much CAGR in direct equity and MF can we get?
Note: I would like to inform you, I am following the blog since 2016 and benefitted a lot from Few stocks and lost from few stocks. Still not able to find the best way. I got lot of money from Deepak Fertilizers and Nitrite, Raymond, Orient, other few but at the same time I lost lot of money from Few like Nitin spinners, Sintex, ADSR, pennar etc. So not able to come conclusion which way is better, I still I am holding blog suggested stocks.
Investment in equities and mutual funds is subjected to significant risk and there is no fix return. Bank FD is better option who do not like to face risk.
DeleteRespected madam, In patanjali palm plants will take 10 - 15 yrs to grow and give yield fully..how the story of Backward integration in palm will play out in margin improvement..
ReplyDeletePls explain...
Just wait for few quarters and see the results.
DeleteHappy Makara Sankranthi Ma'am.
ReplyDeleteWould you be kind enough to share your esteemed view on Pondy Oxide if it is a good stock. Also, buying levels of the stock if it is in your radar. Thank you, Ma'am.
It is good stock but not advisable to buy at cmp. You can buy the stocks within 15% from suggested price and within 3 years.
DeleteDear sir , mam and all blog members ,Happy sankranti, lohdi and pongal .
ReplyDeleteDear sir , mam and all blog members ,Happy sankranti, lohdi and pongal .
ReplyDeleteMadam. Request you to suggest multibagger stock like Jubliant industries Deepak Fertilizer Raymond Ltd thank you.
ReplyDeleteMadam, please throw some light on shree pushkar chemicals results.
ReplyDeleteWhy this company is performing even zero debt and capex expansion with internal accurals, madhaya bharat aquisation, professional management with a good experience, cash rich.
I am holding since recommendation, can i hold some more time or switch to patajali.
Earlier i missed expro, after sold my holdings it reached 2000.
Thankyou.
Xpro never eached 2000..Pl. check. Better to post authentic data.
DeleteOPM is getting impacted due to higher material cost from last few quarters. Once margin will improve then stock price will also move up in coming quarters.
DeleteGood morning medam can u pls advise for Rain industries..at CMP..
ReplyDeleteIt is good stock but not advisable to buy at cmp.
DeleteMadam - Is it right buy Jubliant ingrevia @ CMP 482 and also Deepak Fertilizer @ cmp 667..
ReplyDeleteYou can buy the stocks within 15% from suggested price and within 3 years.
DeleteHello Rajiv sir, by when we can expect deepak fertilizer to recover?
ReplyDeleteVery soon within few quarters
DeleteHello ma'am.
ReplyDeleteGls life and jubilant ingrevia seems to be stuck in a range .
When will they start their journey upwards.
Thanks
SNL Bearing is also in the range bound for quite some time.
DeleteAlmost complete market is trading range bound from last 4-5 weeks.
DeleteThese stocks will move up in next 3-4 quarters
DeleteDear Mam,
ReplyDeleteLooks like the Deepak fertilizer management created the confusion. They are telling that they will list industrial chemicals and mining chemicals business seperately but not saying anything about the existing shareholders will get shares in both companies when listed . Very good performance and share is down nearly 40% from peak without any disappointment in performance.
Please share your views.
Thanks.
The company has not given any update on listing of industrial chemicals and mining chemicals business, You can share it if you have received any communication. Price correction is normal and it is required to remove the dust from diamond.
DeleteDear Mam,
DeletePlease go through below links
https://youtu.be/LgJ4QroWqVs
https://youtu.be/UBqVlYbulzs
Yes it is future plan, it may happen in next 1-2 years
DeleteThank you for your reply. Madam, do u think there is more correction expected in Deepak Fertilizer. If you can only share your thoughts, it will help us
ReplyDeletePrice correction is part of this business. Deepak Fertiliser is growing at good pace and nothing to worry about it.
DeleteMadam
ReplyDeleteWhen can we expect SNL bearings share price to move
It will also move up in coming quarters
DeleteHello maam, hope you are doing well , a quick question on Vikas ecotech and vikas life care, if you happen to track them?
ReplyDeleteSorry not tracking it
DeleteMadam, please throw some light on shree pushkar chemicals results.
ReplyDeleteWhy this company is not performing, even have all positive point along woth this company like zero debt and capex expansion with internal accurals, madhaya bharat aquisation, professional management with a good experience, cash rich.
I am holding since recommendation, can i hold some more time or switch to patajali.
Earlier i missed expro due to after sold my holdings it reached 2000.
Thankyou.
Most of the fertiliser and chemical companies have posted weak result for last few quarters due to higher raw material cost. Results will improve in coming quarters. Free of cost shares can be hold or sold any time based on company performance.
DeleteMam ,
ReplyDeleteMr kedia has exited from lykis?
Good evening mam
ReplyDeleteAny view on sarthak metal. Is it in buying range.
Sorry not tracking it
DeleteGood morning Madam, please share some high growth potential stocks , which are in buying range, and are beneficiaries of RDSS scheme . Thank you
ReplyDeleteSorry not tracking any stock from the beneficiary sector
DeleteHi Mam, I already hold FOC shares of Kamopaints. Is it advisable to buy additional at current market price for long term? Thank you for your guidance.
ReplyDeleteYou can continue to hold it but it is not advisable to buy at cmp
DeleteMadam , can you mention date of Investment Summary ?
ReplyDeleteI will post it in coming month
DeleteDear Madam, please share your view on Patanjali Foods quarterly results.
ReplyDeleteHow do u read patanjali result. Is it in line with the expectation or subdued?.
ReplyDeleteDear Ma'am, wrt Patanjali Foods food portfolio, sales have reduced QoQ (from ~2400 cr to 1570 cr) and EBIT has also seen a decline from ~25% to 10% for the quarter. Given that the foods business is expected to uplift overall margins, do we take this quarter to be an anomaly? FMCG businesses like HUL, Dabur, Nestle have net margins in the range 15% to 18%. Can we expect the same from Patanjali's standalone food portfolio? Thank you.
ReplyDeletePatanjali Foods has posted good result for Q3.
ReplyDeleteQ2 result was exceptional for food business (for profit) and edible oil business (for loss) so it is not comparable with Q3. There is revival of business growth and it will reflect in the results of coming quarters.
This comment has been removed by the author.
ReplyDeleteHi Mam,
ReplyDeleteYour view on GLS result.
Dear Maam, Please share your valuable inputs on Glenmark Life Results.
ReplyDeleteSlowly showing little growth. Is the progress in line..
Mam, Assuming raw material cost and output product prices.
ReplyDeleteHow many quarters DN may take to make 300 Cr PAT again?
Within few quarters
DeleteMam your views on Glenmark Life results. Seems margins have dropped slightly. Slight revenue growth seen.
ReplyDeleteRegards
Glenmark Life has posted good result. The company was just able to maintain its growth and margins in Q3 but we expect better results in the coming quarters
ReplyDeleteMam your views on Lykis results. Regards
ReplyDeleteGood Evening Mam Please Share Your View On Lykis Results
ReplyDeleteLykis has posted excellent result for Q3. It is expected to perform even better in coming quarters
DeleteRespected Madam your views on Add e Shop result
ReplyDeleteMam, please update on asrl q3 result .
ReplyDeleteResult is good, There is some impact on profitability due to higher material cost.
DeleteHi Rajeev Sir,
ReplyDeleteThough results are good, is there any specific reason from last 3 days Patanjali is in continues lower circuit. Not finding any news / info.
Thanks,
MJC
Not only Patanjali but complete market correction happened in last few days, Sensex corrected more than 2000 points
DeleteMam, Seems like street didn't liked Patanjali quarterly results. Every day there is dip of 5%.
ReplyDeleteBut I see this as opportunity and kept buying dip in small quantity via SIP. Average buying price is now is 1128
Mam, Is this the best ever result posted by Lykis ? Year on Year sale is up and PAT as well . On QoQ basis sale is down (117.93 to 104.92) . Does this dip in sales matter ? Please confirm
ReplyDeleteNeed to compare the results on YoY basis to eliminate the seasonal factor.
DeleteGood morning madam, Lykis sales are down and inventory piled up. PAT looks high because of removing inventory cost from expenditures, please share your view. Thanks
ReplyDeleteMost of the sales is coming from export and18 Cr inventory for 400 Cr turnover is very reasonable.
DeleteMam, Lykis operating profit margin (OPM) also highest ever (5.42%)
ReplyDeleteYes, Lykis has posted excellent result for Q3. It is expected to perform even better in coming quarters
DeleteDear Mam, As per your general guidlines, Patanjali Food is now out of buying range. Is there any change in guidelines for this case as it is a newly suggested stock. Thanking you in advance.
ReplyDeleteGenerally we have seen similar situation several times in the past. Those who unable to buy at 1272 will not have courage to buy at 1000. Sometime such deep market correction gives us great buying opportunity.
DeleteMam, please share your views on Patanjali result and recent price correction. The stock is down by almost 20% from the suggested price. Q3 results is not that bad...still continues LC. Thanks
ReplyDeleteNot only Patanjali but complete market correction happened in last few days, Sensex corrected more than 2000 points due to Adani - Hindenburg issue.
DeleteMam your view on Jubliant ingrevia result
ReplyDeleteResult is good, It is expected to improve further in coming quarters
DeleteMam, Add shop e-retail stock OPM has decreased ..Is it due to inflation or some other factor ?Please confirm
ReplyDeleteYes it is due to higher material cost
DeleteMadam, please throw some light on results of Jubliant ing and Magna electro casting also stratagy on Add shop to sell or wait for some time. Thank you
ReplyDeleteAll companies have posted good result. We are not giving exit call on any stock until there is some serious issue related to company or management. But we give hints in comment replies for safe exit, it is to avoid stampede sell-off.
DeleteGood Evening Mam Please Share Your View On Suraj Products Results
ReplyDeleteResult is good. There is some impact on top and bottom line due to significant correction in steel prices during last quarter.
DeleteMam, In quarterly result i have observed companies Tax% is not consistent .What i mean by this is that in some quarter they pay 19% tax & in some quarter they pay 40% .Profit is less but they pay more tax% and when profit amount is high tax% is less.
ReplyDeleteHow does Tax % is determined ?Please help to understand .Thanks
It depends upon profit. Some time company may pay higher advance tax in one quarter and adjust in other quarters.
DeleteMam, How to see the recording of Earning calls of Lykis ,SNL bearing , Add-shop E-Retail limited & Magna Electro Castings ?
ReplyDeleteDo small companies really have earning calls & might be people don't record record & upload it on youtube ?
Can we email them & ask for link ?Please share some light in this area.
Thanks
It is not mandatory for companies to conduct earning conference call.
DeleteMaam, pls give your views on results of Deepak Fertilizer.
ReplyDeleteDeepak fertiliser has posted excellent for Q3. It is expected to improve significantly in coming quarters.
DeleteGood Evening Mam
ReplyDeleteAdani
Is it the downfall for him or the opportunity for the investor??
If opportunity when can we buy??
Still too much over-valued.
DeleteHello mam, Is there anything wrong with patanjali, lower circuit from last 4 days. Stock fell 30% in 4 days
ReplyDeleteNot only Patanjali but complete market correction happened from last 6-7 days, There is major correction in market due to Adani - Hindenburg issue. It will recover very quickly.
DeleteHi Rajiv sir, As an investor how should we view the correction in adani group companies, is it an opportunity or corporate governance issue, regards
ReplyDeleteMadam, why polyfilms and packaging related stocks are almost 52 week low ? Any specific reason ?
ReplyDeleteNot only packaging stocks but several other sectors are trading near 52 wk low
DeleteRespected madam.. I have bought patanjali stock..I am thinking that if patanjali corrects below 30 % from suggested price ..
ReplyDeleteis stop loss necessary.. or revise rule..??
As i have faith in the company...
There is no change in any rule. It was for those who don't want take higher risk in during deep market fluctuation. Same time such correction provide great investment opportunity.
DeleteRespected madam
ReplyDeletePlease share your view on Magna electro castings results
Thanking you very much for your valuable guidance all these years
Magna electro has posted good result for Q3. It is expected to improve in coming quarters.
DeleteSir can I purchase Akshar chemical and Daichi
ReplyDeleteNo
DeleteMadam can I add patanjali ?
ReplyDeleteYes
DeleteMadam your view about budget and which sector will do better
ReplyDeleteIt is good for whole economy. We will see good recovery in almost every sector.
DeleteRespected madam please share your view on orient paper result
ReplyDeleteOrient Paper & Industries has given excellent result for Q3. The company was able to make good turnaround after posting poor result for several quarter
DeleteMadamji, pl let us know the reasons for continuous massive fall in Patanjali.Patanjali is no more within + or - 15%, so do we exit or hang on?
ReplyDeleteNot only Patanjali but complete market correction happened from last 6-7 days, There is major correction in market due to Adani - Hindenburg issue. It will recover very quickly.
DeleteCan we continue to hold Magna electro. Any change in fundamentals?..
ReplyDeleteFree of cost shares can be hold or sold according to your fund requirement. There is no change in fundamental.
DeleteHello sir your comments on jubilant industries result and future prospects, regards
ReplyDeleteMadam, please throw some light on results of
ReplyDeleteKamdhenu and paints
2. Raymonds.
3. Jubliant industries * ingreava
What is the reason of Raymonds fall after posting best results
Yhank you