macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
Posts in category Value Pickr
Page industries (30-09-2015)
macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
IDFC Special Situation September 2015 (29-09-2015)
What should be the value of IDFC Ltd after the demerger. Also what all business remains with IDFC Ltd now ?? My assumption is IDFC Ltd should be Rs 75 & business which it would hold would be the Mutual Fund & Private Equity.
If anyone has any views to share ? Also whats the call on IDFC Ltd post demerger. Should one hold on to the same or exit or shift to IDFC Bank post its lisiting.
Regards
Manish Shah
DISHMAN PHARMA — ? flag formation (29-09-2015)
Just to post latest update on this thread, Dishman Pharma has got license to produce tuberculosis drug from subsidiary of Johnson & Johnson (Janssen).
Read more at: http://www.moneycontrol.com/news/buzzing-stocks/dishman-pharma-to-make-tb-drug-exclusively-for-jj_3209821.html
Skipper Ltd., distributing Power and Water, Is it a moat in making? (29-09-2015)
Hi @mmpcse, Great analysis. Thanks
Poly Medicure – at an inflection point! (29-09-2015)
Poly Medicure Ltd has informed BSE that the Company has received "GOLD" Patent Award for financial year 2014-15 on September 23, 2015 in recognition of commendable contribution in Medical Devices from Pharmaceuticals Export Promotion Council of India (Set up by Ministry of Commerce & Industry, Govt. of India).
The Company has also received ''First Position" Export Award for financial year 2013-14 and 2014-15 on September 25, 2015 in the category of Plastic Medical Disposables from The Plastic Export Promotion Council (Sponsored by the Department of Commerce, Govt. of India).
Indag Rubber – inflection point? (29-09-2015)
Thanks jaitoshniwal1 for the info. Tax exemption till FY15 and Excise benefit are very objective information which I tried to search in the Annual Report for 2015 but couldn't find it.
They seem to be paying tax may be there is some special rate but shouldn't it be mentioned in Annual Report?
Profit before tax 4204.95
Profit after tax 3258.86
Similarly there is nothing much about Excise duty.
Disc: Invested and novice in reading financial statements.
Torrent Pharma Ltd (29-09-2015)
Key molecules for US market from torrent pharma in fy 16 would remain abilify and l detrol. Innovator had sales of 570 million USD and there seems to be limited competition for torrent in the molecule.
projections for the products based on a recent in depth research report are
abilify for fy 16 -- 156 million USD and for fy 17 ---20 million USD.
detrol for fy 16 --- 49 million USD and for fy 17 ----- 57 million USD.
nexium for fy 16 --11 million USD and for fy 17 ----45 million USD
minocycline at 20 million USD for both fy 16 and fy 17.
We will of course need the pharma enthusiasts in our group to verify these projections.