Intrasoft
Technologies Ltd.
We have initially recommended Intrasoft when it was
trading in range of 45 and 52 in Dec
2014
Now, it is trading at Rs 509. It is 11.31 times
return from a low price of Rs 45, excluding dividend.
Some of the followers might have bought in the range
of 45 to 55, but most of them might not have the patience to hold for the long
term. So not many of my blog followers might have lucky to make more than 10
times on this Intrasoft.
Nevertheless, it was a fruitful journey. Now, I am
giving profit booking call on Intrasoft to sell your 90% quantity. You can
still remain invested with 10%.
Intrasoft story is still intact but there are going
to be headwinds for growth. This is my gut feeling that time to book profit in
Intrasoft , One can’t express every investment decision in words .
Olympia
Industries Ltd :
Similarly, I
am also concerned about the total number of feedback count on Olympia
Industries Ltd which is good indicators of performance of the company.
GST has even impacted cloudtail . They were earlier
having two entities Cloudtail and Cloudtail India. One of this (Cloudtail) has
stopped business. So if you combine sales of both then they are also seeing the
decline.
Before GST implementation (till June) Olympia has
reached to 10000 listing from normal 6500. But now it came back to below
5000.So definitely a concern. It is not working as I expected .This is may be
due to GST .We may see the impact of it for next 1-2 quarters. If you wish then
book profit and move to another counter and come back once see some visible
positive indicators. BTW, I will still remain invested in it. May be if I
decide to sell in near future then I will sell around 20% quantity.
TechNVision
Ventures Ltd:
Solix technologies(TechNVision) is concept stocks .
I am going to give time till at least till 2020. I am not going to sell before
that unless something drastic negative happens. I believe the story is getting
unfolded nicely but it is not getting captured in numbers. I believe, first, it
should be captured in top-line growth, then in the bottom line.
Next
Stock Pick :
Finally, I got some value pick with the margin of
safety. But, It is illiquid stock. I am also waiting for some correction in it.
But, in the bull market sometimes waiting may be a costly mistake but it
doesn’t look like it will move fast. I will work on writing analysis next
week-end. Till then bye .
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This comment has been removed by the author.
ReplyDeleteIndian banks will also take but it will take some time . The products offered by Solix are very less percentage of overall banking product system . and Solix might be giving discount or doing on very less price for establishing their foot because they are very small player.S0,top line is also not growing as expected . We will have to wait.
DeleteHi Sir, Waiting for your next stock pick very eagerly. Thank you very much for your time and for new pick.
ReplyDeleteThanks venu , sorry for the delay in providing value picks . Due to family emergency couldn't give time to blog on weekend.
DeleteI hope you will like analysis of Fomento and provide some constructive feedback if any .
This comment has been removed by the author.
ReplyDeleteHi Harpreet ,
DeleteI am still holding it and may be increased it based on story and if financial result improves.I believe you came very late , we discussed stock at Rs 45 . So most of the followers might got less than 60 or avg around 60 .Once , price increases then margin of safety reduced . I will not suggest you to buy at 200.if it comes down below 130 then you may consider it based on how story is shaping. This is concept stock give it time and don't invest more than 3-4% of your portfolio in it.
Sir, Technvision one cannot sell even one share never no buyer, GDPR etc so many ideas concepts but never reflected in no's. Please give your latest views on Technvision and results declared. Regards.
ReplyDeleteSir as already mentioned Technvision buy price is 200.Overall big data market is very less? , Are they not masters in Cloud Computing look 8K Miles how it is flying on Cloud Computing Concept, Please your views.
ReplyDeleteSir now with GDPR Coming ,Technvision has not shown good Topline even what to say about bottonline please keep updating ur views stock at 52 weeks low.also emagia Gia.
ReplyDelete