Thanks Hitesh for sharing your wisdom
Posts in category Value Pickr
Hitesh portfolio (01-10-2015)
TAKE SOLUTIONS LTD- will you take it? (01-10-2015)
Why is take paying low taxes?
I see that they are paying taxes at rates less than 7-8%.
TAKE SOLUTIONS LTD- will you take it? (01-10-2015)
@akaashbansal - The attached excel does not work as it may be linked to another file.
VP CHINTAN BAITHAK GOA 2015: Ayush Mittal: IDEA GENERATION (01-10-2015)
@roomyd - There is a link at the bottom left of the page to report errors. You may use the same for query
Regards,
Ayush
Smruthi Organics (01-10-2015)
Hello All,
If I am not wrong, there was a labour strike again in Q1 15-16, which has affected its revenues and hence profits too when compared to Q on Q. They faced regulatory issues regards to USFDA some years ago which led to drop in sales. They seem to be sorting the same and in the meantime also trying to push its products in other markets. Does anyone have any update on the latest labour strike?
If anyone has successfully tried speaking to the management, then please update. @ayushmit
Need to closely watch for Q2 results. TIA
VP CHINTAN BAITHAK GOA 2015: Ayush Mittal: IDEA GENERATION (01-10-2015)
Ayush an excellent compilation by you.
But as I am new to the stock market I would like to know how you get to know about the companies in which you want to research further.
For ex There are 5000 companies and how we will know that there is any company like Avanti feeds whose business is on downside or Hester in which there are robust profits .
Do you start with some sector or here them in news or listen from somebody ?
TAKE SOLUTIONS LTD- will you take it? (01-10-2015)
Hi Akaash,
Based on past numbers and focus on high margin business, the company looks good. I will dig deeper into it. In the meantime, could you please throw some light on competitor analysis, market size, placement of TAKE in the domestic markets, etc. Thanks a ton in advance.
Torrent Pharma Ltd (01-10-2015)
Hitesh,
I agree, most of the recent research reports, by Emkay, icici etc estimate a Rs 80 fy17 EPS, and have given targets of 1700 + giving a very reasonable valuation of around 18 FY 17 EPS.
FY 16 EPS estimateD is expected to double, to Rs 90 from 44 in fy 15.
What the co does with this cash is also imp, if it acquires something or shares with shareholders.
But one thing is sure that it is a very safe bet with limited downside and there can be upside if Mr M takes notice of the same.
Torrent Pharma Ltd (01-10-2015)
With capex being completed, the base business itself should be able to grow 15%. Overall they should deliver a 20%+ growth for next 2-3 years. The windfall from gAbilify can help them retire debt as well as acquire a company to strengthen their portfolio.
They should definitely do an 80+ eps for FY17 and with a conservative PE of 20, we have some upside right now and at least a 25% in next one year.