Asset quality has taken a considerable hit YoY.
I’m wondering if there’s a trend here for all the Financial Services companies – Axis, ICICI, Gruh, Repco all reporting worse asset quality numbers in this quarter.
Posts tagged Value Pickr
Lactose India – Unique Play on Lactulose & Contract Manufacturer for MNCs (04-11-2015)
Has the current price of the stock has already weighed in the future earnings or is this still waiting for a rerating. I am late in game. Can i still get in for a long haul ? Thoughts ?
Balaji
Nihar Info Global —-E Commerce Player! (04-11-2015)
Hello Sampat ji,
Actually the main website is very old and basically a news website so it will be full info, pics etc…..however the individual website where the actual options are there to check and buy things they are fine and I think they have tried to use the same technology as Flipkart—but anyway the main problem is that —will they be able to generate the revenue from this E commerce venture or not? may be this Q2 result will give us an idea——–also as mentioned I am not sure how good and promising is the promoters(its the main criteria for me to buy small caps as promoters/management must be good)——any details on the promoters from any fellow boarders will be helpful—-Thanks in advance!!!!!!!!
Granules India Ltd (04-11-2015)
Their eps estimates are way too optimistic though 
Disc: Invested
Nitin Spinner – textile yarn story (04-11-2015)
Did any one attend the AGM? Would be great if someone could share AGM notes here.
Results are due by tomorrow.
MPS Ltd (04-11-2015)
Thanks Ayush for heeding VP Core Team Requests/Pleads/Temptations 
(believe us …temptations included like”Pehle BQ sheet attempt karo ton, naya insight batate hain:))“
But really we are floored by this attempt. Some of the attributes that you have captured, the way you have captured focuses attention immediately on the key takeaways. I think I iike the opening the best – that it is a Management that has a firm grip on key success metrics – comes out powerful.
Anyone who reads just once the “On top of the Job?” Insight …will take home a more sharper image. And so on… But I am a guy in love with the MQ/BQ Template efficacy as a great tool in sharpening the saw of our mind (that cuts through the clutter), lets hear how the others find it useful or not – especially the more senior VPers.
Ujaas Energy – Value Migration to Solar Power (04-11-2015)
REC Registry of India – 3 projects 14MW
14% margin on fees seems decent
MOLD TEK PACKAGING—dividend plus growth (04-11-2015)
Mold-Tek Packaging 2QFY16 results:
Net Sales: Rs. 638 mm, -19% yoy, -14% qoq Operating Expense: Rs. 538 mn, -21% yoy, -14% qoq. The fall in net sales is due to fall in crude prices which has impacted Poly Propylene, a key raw material.
EBITDA: Rs. 99.5 mn, -10% yoy & qoq. EBITDA margin at 16% in 2QFY16 vs 14% in 1QFY15. Margin expansion was due to higher share of IML products.
IML products share was 40% in this qtr vs 28% in 2QFY15. PAT was at Rs. 51 mn, up 13% yoy and -10% qoq.
1HFY16 results: Net sales: Rs 1375 mn, -13%, EBITDA: Rs. 210 mn, up 2%. EBITDA margin at 15% vs 14% last year, Interest cost at Rs. 6 mn, down 86%. PAT at Rs. 108 mn, up 29%
Granules India Ltd (04-11-2015)
Accumulate Granules India; target of Rs 174:Emkay