Current price is less than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

Counter Cyclical Investments Long Term Value Investment strategy came in second to deliver 121 per cent return. The fund holds 49 stocks, all smallcaps, in the portfolio. Its top five holdings are Ambika Cotton Mills, Orient Bell, Allcargo Logistics, Garware Hi-Tech Films and Apollo Sindoori Hotels.

2 smallcap-heavy PMS portfolios more than double investor money in FY22

The cotton yarn manufacturer clocked a 145.7 percent year-on-year growth in profit at Rs 51.85 crore in the December quarter

Ambika Cotton Mills At Record High After Ace Investor Vijay Kedia Picks Stake

Ambika Cotton Mills Ltd, Linc Ltd, Aro Granite Industries Ltd and Speciality Restaurants Ltd are among the other gainers in the BSE’s ‘B’ group today, 04 February 2022.

Starlineps Enterprises Ltd leads gainers in ‘B’ group

On February 3, 2022, Vijay Kedia purchased 40,007 equity shares representing 0.70 per cent of total equity of Ambika Cotton Mills for Rs 7 crore.

This stock has surged 25% in two days after Vijay Kedia bought stake

Bulk Deals | Serum Institute of India sold 3.58 lakh equity shares (0.58 percent stake) in Panacea Biotec at Rs 278.15 per share on the NSE.

Bulk Deals | Vijay Kedia Buys 40,007 Shares In Ambika Cotton Mills, Nomura Acquires 1 Crore Shares In Dhani Services

As of December quarter, Vijay Kedia did not hold any significant stake in the Rs 1300 crore company. Shares of the firm advanced 11 per cent during the day.

Bulk deals: Vijay Kedia buys stake in Ambika Cotton Mills

Ambika Cotton Mills standalone net profit rises 253.54% in the September 2021 quarter

Ambika Cotton Mills jumped 9.16% to Rs 1523.90 after the company posted a 615% jump in net profit to Rs 35.84 crore on 89% rise in revenue from operations to Rs 187.53 crore in Q1 FY22 over Q1 FY21.

Ambika Cotton in demand after robust Q1 outcome

Ambika Cotton Mills standalone net profit rises 615.37% in the June 2021 quarter

Ambika Cotton Mills standalone net profit rises 177.76% in the March 2021 quarter

BRIEF-Ambika Cotton Mills Dec-Qtr Profit Rises

Ambika Cotton Mills Limited (ACML) is engaged in manufacturing and selling specialty cotton yarn. The Company operates through two segments, including Textiles and Windmills.

Ambika Cotton Mills Ltd

Ambika Cotton Mills Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

2 smallcap-heavy PMS portfolios more than double investor money in FY22

Ambika Cotton Mills At Record High After Ace Investor Vijay Kedia Picks Stake

Starlineps Enterprises Ltd leads gainers in ‘B’ group

This stock has surged 25% in two days after Vijay Kedia bought stake

Bulk Deals | Vijay Kedia Buys 40,007 Shares In Ambika Cotton Mills, Nomura Acquires 1 Crore Shares In Dhani Services

Bulk deals: Vijay Kedia buys stake in Ambika Cotton Mills

Ambika Cotton Mills standalone net profit rises 253.54% in the September 2021 quarter

Ambika Cotton Mills Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

2 smallcap-heavy PMS portfolios more than double investor money in FY22

Ambika Cotton Mills At Record High After Ace Investor Vijay Kedia Picks Stake

Starlineps Enterprises Ltd leads gainers in ‘B’ group

This stock has surged 25% in two days after Vijay Kedia bought stake

Bulk Deals | Vijay Kedia Buys 40,007 Shares In Ambika Cotton Mills, Nomura Acquires 1 Crore Shares In Dhani Services

Bulk deals: Vijay Kedia buys stake in Ambika Cotton Mills

Ambika Cotton Mills standalone net profit rises 253.54% in the September 2021 quarter

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock