Posts in category Value Pickr
20 Microns – potential multibagger (22-11-2024)
Because the stock had a market cap of below 1000 crores and had rised 150%+ in a year. No other reason, no change in the fundamentals, which are still healthy.
Disclosure invested (no transactions in the past 6 months)
Hitesh portfolio (22-11-2024)
Thanks @hitesh2710 ji for your views! 
IRM Energy – A new kid on the (listed CGD) block (22-11-2024)
This is legal way of siphoning off without getting into trouble.
This was only concern. But reduced domestic gas production and hence declining cheap APM gas allocation has broken the valuation model of CGD. They ought to settle at lower levels just like OMCs where there is 100% import.
This article explains this.
Typical risk of govt policy dependent businesses.
Natco Pharma: Focusing On Complex Products (22-11-2024)
Natco has submitted an ANDA for generic version of Risdiplam – an oral solution for the treatment of spinal muscular atrophy (SMA) in pediatric and adult patients. The patented drug seems to have done $571mm (~5000 crore INR) of sales in 2023. This patented drug appears to be a competitor to other SMA treatments such as Spinraza and Zolgensma which have sales of approximately $1-1.7 billion in 2023. If Natco’s generic version is approved, it will capture portion of this sales and will potentially improve their topline. If this trend continues, they will be able to offset the potential drop in revlimid sales in the coming years.
Disclosure: Invested
Investing Basics – Feel free to ask the most basic questions (22-11-2024)
Need help. Anyone has detailed report on HSBC India’s strategy. Want to understand their thinking behind divergence on large cap vs small and mid cap.
Thanks
Tata Motors – DVR (22-11-2024)
Here’s humourous but good breakdown from marketing perspective why this campaign is terrible.
Manappuram Finance (22-11-2024)
With monthly repayment (like EMI) for sure outstanding exposure to a borrower is going to be reduced regularly.
But at an operational level or AUM growth per se, any thoughts from fellow investors – if any (-ve) impact on Manappuram ?
IDFC First Bank Limited (22-11-2024)
This reflects the way we started to see this bank. every quarter we started to anticipate new reasons for provisions … Thank God its still in black and not in red yet