Vikram Thermo India Limited CMP 115

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Guru Vachaal, Feb 13, 2017.

?

Did you find this a value pick?

  1. Yes

    60.0%
  2. No

    20.0%
  3. Will study

    20.0%
Multiple votes are allowed.
  1. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    So after suggesting VEDAVAAG at Rs 10 (bought by porinju later at Rs 72) and Datamatics at Rs 47 (bought by Rakesh Jhunjhunwala later at Rs 102) I have another stock in my radar which is VIKRAM THERMO INDIA LIMITED.

    Company is involved in manufacturing, marketing and export of pharmaceutical excipients and chemicals since 1985. Vikram Thermo (India) Limited owns three well established brands DRUGCOAT & DRCOAT and DPO-Diphenyl oxide.

    Vikram Thermo (India) Limited is fastest growing entity at a CAGR more than 17%.

    Stock is available at a market cap of 63cr and PE multiple of 12
    CMP Rs 115 and Book Value is 64.

    Debt free company.

    http://www.vikramthermo.com

    Please share your opinions.
     
    adi16 and Ruchir Joshi like this.
  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Dear Guru Vachaal ji , Excellent pick sir , Thank You Very Much Sir , if this company sales and NP improved
    it may become multi baggier stock

    Highlighting points are

    1.Debt free company
    2.very low market capitalization
    3.Dividend paying company
    and so many good points

    today i purchased 25 shares @ 118 (including all expenses)
    for long term investment

    Guru Vachaal ji ...once again thank you very much for your hard work and Sharing valuable information to us sir.....

    [​IMG]

    PRANAAM

    CRM SASTRY
    ANDHRA PRADESH
     
    Ruchir Joshi likes this.
  3. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    Thanks for the lovely words. You appear to be senior than me in age so please don't bow down.

    I feel each and every pharma related company will outperform in coming years. You just need a stomach to hold even in temporary tough times.

    Good luck sir :)
    GV
    Delhi

     
    Last edited: Feb 14, 2017
  4. Farhan Ghumra

    Farhan Ghumra Active Member

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    Your picks are awesome. I remembered BPL rally. It went upto Rs 100 from Rs 38. Now it's cooling off at Rs 63 almost 100% returns currently. Same for Ambika cotton mills. Up by +40%.
     
  5. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    Vikram Thermo on fire today

    CMP 137
     
  6. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    Stock touched 150
    CMP 145
     
    Srouta Mukherjee likes this.
  7. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Sooper stock picking Congrats keep it up :)
     
    Guru Vachaal likes this.
  8. Manmohan Gupta

    Manmohan Gupta New Member

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    Can we purchase near to 140 for long term?
     
  9. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    Yes but holding for long term does not mean that if stock goes down 10% you rush to sell. I usually buy for long term only.

    Thanks