Hi ayush, I am accessing screener.in from Muscat , not able to see export to excel tab , neither the new front end nor any of recent changes done. Are there any geographical restriction?
Posts in category Value Pickr
Torrent Pharma Ltd (28-09-2015)
Hello Rohit,
$5bn was the IMS sales ending Jun 15 which is brand sales for Astra Zeneca's Nexium.
Since there are large no of filers, expect sharp price erosion for the drug.
So far launched by
Teva: 6 month exclusivity, manufactured by Cipla
Waiting in the wings:
Torrent, Lupin, Aurobindo.....
8k Miles Software Ltd, Cloud Computing (28-09-2015)
Spoke to a CTO/CIO in a listed pharma company, he felt that their service would be of interest to even non-US pharma companies as it may allow for management of compliance, proprietary data, etc. However, although he was on SAP, he did not seem eager to transfer to cloud in a hurry. Conclusion: for him the product was a 'vitamin' and not a 'painkiller'. However this needs further validation with other companies.
In simple terms, cloud impacts OpEx and a normal Data Center impacts the CapEx. Based on the requirements, either of the two strategies could be used. Most CIOCTOs I have talked to suggest a strategized approach to cloud. A few Indian companies I know actually stopped using cloud as the OpEx was prohibitively expensive for them.
What is the likelihood of Amazon providing the same services to end users in house and making 8k/others redundant?
This IMO is highly unlikely. Most product companies depend on implementation partners for implementing their products. This helps as implementation partners have better local connect with end customers. This is similar to having channel partners to sell your products in a particular area.
Who are the other approved vendors of these cloud providers?
This IMO is the important question. I believe most large Indian IT vendors could also provide these services. What 8k miles will bring to the table is a faster, more efficient and more experienced team. And, the fact that they are building up a suite of solutions which complement the cloud could help their end clients.
Disclaimer: Not Invested, Interested and still learning the business model
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (28-09-2015)
We will have to monitor the CSM orderbook and execution of that order book. But one has to take note of the fact that market has recognised PI as a high quality business and hence PI like Page might
be given more leeway.
Another way to look at it could be that since most of the CSM orderbook would be early life cycle molecules impact would be limited on CSM business.
But if one were to have a 3-5 year view then the uncertainties that prevail currently could provide decent entry points.
Hitesh portfolio (28-09-2015)
Currently there seems to be an overhang of lot of variables on kaveri. So till the time the uncertainties clear one by one, I think stock price may remain range bound.
And added to that the current market correction has provided some decent alternatives so fancy returning for kaveri may take some time.
8k Miles Software Ltd, Cloud Computing (28-09-2015)
Are the promoters planning further dilution? Last AGM had agenda items for (a) raising authorised capital from Rs 15 cr to 20 cr and (b) capital raising option for Rs 500 crore.
Any thoughts from members who are tracking 8k as to what kind of capital structure are they planning for the company and more m&a to come.
Ranvir’s Portfolio (28-09-2015)
Posting my updated portfolio-
BAJAJ FINANCE- 13%
KVB - 11%
YES BANK - 16%
JYOTHY LABS - 10%
MARICO - 10%
TORRENT PH - 10%
EMAMI - 9%
IPCA LABS - 7%
JB CHEM - 5%
JAGRAN PR - 4%
GODREJ CONS - 2%
ITC - 2%
NEW ADDITIONS- GODREJ CONSUMER PRODUCTS
NO SELLING IN LAST ONE YEAR
HIL – Eco (onomic) friendly way to play rural prosperity in India (28-09-2015)
I live in Bangalore and I have seen that every new building is now made of blocks(I guess these are AAC only). I got interested in HIL because of that. Their Balance sheet is very clean and management is sound. Also I can't understand why Asbestos overhang is there? In India we don't see such stringy conditions implementing anytime soon. They are a dominant player in Telangana and AP which I guess would be a big consumer for their AAC building blocks. Still I would love to know from you that what was the exact reason for you to sell of your stock holding from HIL? Was is just price inaction ?
Thanks
8k Miles Software Ltd, Cloud Computing (28-09-2015)
@whipsaw - Promoter shareholding has dipped from 66.28% in 12/2014 to 61.96 in 6/2015. Thought this was in the article but I actually saw that elsewhere.
However, I just noticed that the promoter did not sell any shares but his % holding was diluted after issuance of 700,000 shares through warrant conversion by non promoter investors. I was (partially) mistaken - thanks for pointing this out.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (28-09-2015)
Hello,
Did anyone attend the AGM? The stock price has been consistently falling ever since the article in Business Standard regarding its receivables. SES seems to think the receivables figure of 42 cr. at the end of FY15 is fishy. Company has already issued a clarification stating that receivables are owing to K-12 services business (B2B model). Would like to know if this was discussed in the AGM and what was the management response to the queries.
Any first hand experience would be really appreciated.
Thanks
Sachit