Quality Small Cap company which is a Proxy Play on Pharma Industry

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by RaghuStockAdvisors, May 3, 2017.

  1. RaghuStockAdvisors

    RaghuStockAdvisors New Member

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    [​IMG]

    This is our March 2017 stock idea. To get the report on this stock, please fill few details, we will send the report to your mail id:

    Click Here to get the Report

    The share price has corrected due to Q4 results. A further 5-10% correction can be used to buy this stock.
     
    Last edited: May 21, 2017
  2. rushia

    rushia Member

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    This is Laurus Labs
     
  3. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    my favorite stocks completely suitable to above mention criteria , i mentioned here for study purpose, both i am holding for long term investment in my portfolio

    1. Torrent Pharma
    or
    2. Bliss GVS Pharma

    am i correct Raghu sir ?
     
    Srouta Mukherjee likes this.
  4. starry_eyes

    starry_eyes Member

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    As suggested by @sandeep roy why don't you all click on the link provided.......
     
  5. rushia

    rushia Member

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    So what's the answer, buddy? Link doesn't name the stock
     
  6. starry_eyes

    starry_eyes Member

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    Alkyl Amines Chemicals
     
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  7. krish123

    krish123 Member

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    i had baught 50 alkyl amines @ 319 in last sept oct
     
  8. RaghuStockAdvisors

    RaghuStockAdvisors New Member

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    Quarter 4 Result Analysis:

    Sales have grown by 9% from 121 crores to 132 crores.
    Raw material consumed was 72 crores vs 59.5 crores. So there is an increase of 21% in raw material consumption. As a percentage of sales raw material was up 10%.
    The operating margin was impacted due to this. The opm is 16% vs 22% last year same qtr.

    The company net profit came at 11.28 crores vs 15.37 crores. The net profit dropped by 26%. Even Balaji Amines which is in the same sector saw a drop of more than 20% in the profitability. Hence this quarter had an impact on all amines producing companies.

    The drop in profitability was mainly on account of raw material price increase. The stock price has fallen by 10% post the results. The stock trades at PE of 15.43. Further slip in stock price can provide attractive entry price for long term investment.

    If you want to get free report in your email then register here: Click Here
     
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