Marksans Pharma

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by jeett, May 3, 2015.

Previous Thread Next Thread
Loading...
  1. jeett

    jeett Member

    Joined:
    May 2, 2015
    Messages:
    62
    Likes Received:
    14
    Hello,

    What are long term prospects of Marksans Pharma? Can one hold onto this stock for long?

    Bhavesh
     
    jeett, May 3, 2015
    #1
  2. ayan.ghosh

    ayan.ghosh New Member

    Joined:
    Mar 21, 2015
    Messages:
    13
    Likes Received:
    0
    there is a idfc report on marksman ... what is your entry level?
     
    ayan.ghosh, May 3, 2015
    #2
  3. jeett

    jeett Member

    Joined:
    May 2, 2015
    Messages:
    62
    Likes Received:
    14
    I have 1600 @ 55.

    Can you please share the IDFC report with me?

    Thanks
    Bhavesh
     
    jeett, May 3, 2015
    #3
  4. Parin Gala

    Parin Gala A long term investor

    Joined:
    Mar 19, 2015
    Messages:
    252
    Likes Received:
    157
    I have been tracking the stock since the price was in single digit. The company's top line and bottom line have improved substantially.

    Since the last some quarters FIIs are also interested in the counter. Also, it is not as expensive as some of the other midcap pharma companies.
     
    Parin Gala, May 3, 2015
    #4
  5. ayan.ghosh

    ayan.ghosh New Member

    Joined:
    Mar 21, 2015
    Messages:
    13
    Likes Received:
    0
    Link for Karvy report https://www.moneycontrol.com/news/brokerage-recosfundamental/buy-marksans-pharma-targetrs-73-karvy_1282236.html

    would share the link for idfc report in some time 8)
     
    ayan.ghosh, May 3, 2015
    #5
  6. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

    Joined:
    Mar 19, 2015
    Messages:
    430
    Likes Received:
    150
    Marksans is a highly regarded stock by some knowledgeable investors. Ravi Dharamshi Of ValueQuest said this about Marksans in a recent interview:

    "Marksans Pharma – multi-bagger gains possible:

    Marksans Pharma has a promoter who is hungry to perform. It had problems with BIFR and is coming out of a very problematic place. It is in a sweet spot where it is addressing the OTC generic market in the US. That is a space which is not very competitive. It is a small space, but it is large enough for them to be able to grow to a Rs 2000-3000 crore kind of a size from the current Rs 500-600 crore.    "

    IIFL has recommended a buy on the basis that:


    Robust play on niche US softgel opportunity
    European business on sustainable footing
    Expect stellar ~37% EPS cagr over FY15-17E

    https://content.indiainfoline.com/wc/research/researchreports/Marksans_Pharma_150315.pdf
     
    Meenakshi Razdan, May 3, 2015
    #6
Previous Thread Next Thread
Loading...
Loading...
Similar Threads
  1. Vidhi Khanna

    Sunil Singhania's Abakkus has bought 10.69L shares of Aarti Pharma at ₹575 for ₹61.5 Cr

    Vidhi Khanna, Dec 26, 2024, in forum: Portfolios Of Famous Investors
    Replies:
    0
    Views:
    585
    Vidhi Khanna
    Dec 26, 2024
  2. Vidhi Khanna

    Piramal Pharma is seeing strong momentum in CDMO. Buy for TP ₹320 (27% upside)

    Vidhi Khanna, Dec 25, 2024, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    357
    Vidhi Khanna
    Dec 25, 2024
  3. Vidhi Khanna

    Jagsonpal Pharma has investments by Mukul Agrawal, Lincoln Coelho & Sanjay Dangi

    Vidhi Khanna, Nov 7, 2024, in forum: Portfolios Of Famous Investors
    Replies:
    0
    Views:
    546
    Vidhi Khanna
    Nov 7, 2024
  4. Vidhi Khanna

    Top 3 Pharma stocks to buy.

    Vidhi Khanna, Aug 23, 2024, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    798
    Vidhi Khanna
    Aug 23, 2024
  5. Vidhi Khanna

    Mankind Pharma is unlocking new vertical through BSV acquisition

    Vidhi Khanna, Jul 26, 2024, in forum: Latest Brokerage Stock Buy-Sell Reports
    Replies:
    0
    Views:
    765
    Vidhi Khanna
    Jul 26, 2024