Aro granite - Result update.

Investors should keep a track of the results for the companies they own. Reviewing once a quarter is always good for stocks in midcap/smallcap space.

We don't find it necessary to give an update when the market receives the results in a good sense. However when things go in the opposite direction we feel its important to share the views . Hopefully by doing this we can avoid the mistake of selling and repenting later. Our retail investors are always good at this !!

Well ARO has given a good set of numbers.  There is top line and bottom line growth , which is more important to us. The EPS is adjusted for the bonus shares which the company gave last year. 

Half yearly approximate NP is at 11 Cr  v/s 7 Cr. With long term borrowings coming to zero, there is absolutely no logic for the fall as we see it.

Now we did recommend so sell 25% holdings earlier. No change in the opinion. One can hold the remaining.

Do you want to add more at lower rates or not depends on ones own conviction.

Regards,
MR

Talbros Automotive Components Limited - Bright Future Ahead

Happy samvat 2071 for all our readers and well wishers. This month we are presenting you a stock from one of the most reviving sectors in India - Auto sector. With the possibility of interest rate cut is eminent, it would be good to add a stock from a sector which has a direct positive impact. Our new pick, Talbros Automotive Components Limited has around 60 years of experience in Auto Component manufacturing and has been established as a well placed player with a label of  India's largest gasket manufacturer. 

Read more »

Flashback and Future views - 2


One must agree, it has indeed been a wonderful journey for investors following us till now. We don't prefer to check the portfolios on rallying market peaks.Instead take views when markets are consolidating or correcting. 

Read more »