An investor need to be always watchful about positive commentary of Management of any Pharma business.
LUPIN have also gone through this phase of negative growth and Management used to always paint positive picture but execution was poor.
Investing in Indian pharma business is not easy after 2012-13-14 onwards.
Posts in category Value Pickr
Laurus Labs – Can Business Transform to Next Level? (01-04-2024)
Oracle Financial Services (01-04-2024)
OFSS was like ITC, 2 years back.
There were lot of pessimistic views from Analysts and that was the time to invest. When Dividend Yield of any stock goes above 5%-6% which was the case with OFSS 2 years back, Downside risk is generally low and upside depends on its earnings performance.
OFSS now looks slightly overvalued as some of the EPS growth in Licensing its cloud based products may sustain or may not sustain.
A usual, I may be wrong in my analysis and understanding.
Laurus Labs – Can Business Transform to Next Level? (01-04-2024)
the story would take another 6 months… management is always more positive… so be prepared for some short term pain…
NTPC – Thermal Power (01-04-2024)
Digitization- A game changer for TV18? (01-04-2024)
Anybody tracking this?
How the recent JV with jiocinema n hotstar gonna affect TV18?
Charts didnt show any reaction as such.
Kaveri seeds company limited — kscl (01-04-2024)
Income tax notice disallowing agriculture income exemption.
Companies with 20%+ growth guidance for next few years (01-04-2024)
If you are following screener for PE than it will show false PE.
In smes and microcaps one needs to calculate PE in 2 ways
- Multiply H1FY result PAT by 2 and than divide by market cap to get actual PE
- by rough guesstimates one can guess next FY PAT to get rough forward PE.
Not all are overvalued. I agree Insolation is on over valued side but some other businesses are still under 30-40 PE
One also needs to go thru PEG ratio manually rather than PE alone
And also can blend technicals with Fundamentals for prompt exits.
Hope this helps
APL Apollo Tubes (01-04-2024)
Assuming q3 ebitda/ton nos, should do a Q4 ebitda of 300-320 crs. 12% jump qoq. Value add at 60%
INOX Wind (01-04-2024)
Inox Wind – Very good insights about the wind and power industry (Must watch)
Nepean Capital Leadership Talk With Devansh Jain
Credit – https://x.com/SureshKBN?s=20