With RBI providing the small bank licenses soon, Repco Bank and Repco Micro Finance may be in the fray. RHF won't be a direct beneficiary, however isn't there a possibility of cheaper access to funds? Another thing going right for RHF?
Posts in category Value Pickr
CLSE – the next KRBL? (10-09-2015)
The AGM is on Sep 29th at Amritsar...can somebody local attend the same and share your learnings?
Alembic & Alembic Pharma (10-09-2015)
Interesting to see the Promoter Group of Alembic acquiring aggressively almost 20 crores worth of shares in the last month...price should be between 650 - 700..
"Pharma company Alembic's promoter company Nirayu acquired 2.81 lakh shares of the company between August 20 and September 3. The mode of acquisition again was through the stock markets."
Read more at:
Source of Wim Plast (10-09-2015)
Continuing the discussion from ValueQuest moat fund portfolio:
VP CHINTAN BAITHAK GOA 2015: Donald Francis: INVESTMENT JOURNEY/PHILOSOPHY (10-09-2015)
Chintan,
You did not get my point. You missed it completely. I am not asking any one to give Buy and Sell calls to VP members. I think most of us are beyond that stage. We do our own pickings and selling based on our own thinking and research. I was more talking of mentoring on general market conditions/euphoria, extreme investor emotions, controlling greed, giving some sanity check when market making new highs etc. Such conditions may arrive 4-5 years down the line in this Bull market.
Hope that clarifies.
Suven Life Sciences – Embedded triggers (10-09-2015)
5 more new patent news today
http://www.moneycontrol.com/news/buzzing-stocks/suven-life-sciences-rises-7-secures-5-product-patents_3004621.html
Stock is up 5%
VLS Finance limited (511333) (10-09-2015)
Link new annual report : http://www.vlsfinance.com/VLS-Annual-Report-2014-15.pdf
Orbit exports (10-09-2015)
Hi Nitya,
I did not visit their plant and havent been tracking the company off late.
Piramal Healthcare (10-09-2015)
Ajay Piramal seems to be moving really fast.
Syngene International IPO – Views invited (10-09-2015)
@Mahesh Hi, Mahesh. Apart from the older annual reports of Syngene, can you suggest me some other reports which can improve understanding on this sector. I have been going through annual reports of Bristol Myers as well. I would like to understand the industry much better. Pharma isn't my forte