You can upload it here. Others will also benefit from the same. I have gone through the DRHP, FY15 AR & the Investor Presentation. Trying to understand about the industry as much as i can
Posts in category Value Pickr
Phoenix lamps – rising up from the ashes? (04-09-2015)
Hi Puneet,
Please add disclosures if any.
Thanks,
Nikhil
Syngene International IPO – Views invited (04-09-2015)
Would request all investors interested in Syngene to visit its revamped website http://www.syngeneintl.com/
In investors section one will also find latest AR15 plus Q1FY16 results.....must say its a great IR displayed by the company as have not seen many companies which not only before the IPO but also immediately post IPO follow such a transparent IR practices.
Rgds.
Thinksoft Global (04-09-2015)
Mindtree now has a PE of 21.21 and P/S of 3.13. P/BV is around 5. Mindtree has always been growing more than the average published by NASSCOM. It has good quarterly results as well as annual results. If anyone tracking this, would like to know his views.
Syngene International IPO – Views invited (04-09-2015)
you want me to mail them personally or upload it here ?? its around 12 pdf files for Syngene ARs and equal no. of files for Clinigene from FY07.....before FY07 you will find them in Biocon ARs.
Rgds.
Syngene International IPO – Views invited (04-09-2015)
@Mahesh Can u share past annual reports of Syngene ?
KSE Limited — Interesting Business (04-09-2015)
TOP LINE and bottom line is increasing consistenly .. Scaling up will be difficult .. But still i think at least for the next few [ 4 - 5 years ] years the growth will continue ..
Syngene International IPO – Views invited (04-09-2015)
Out of total employee strength of 2664, 2129 are scientists out of which 253 are PhDs...so total scientist count is 2129 and not 1665.....secondly if I check the revenue per scientist figure of scientists dedicated to top 3 clients and of others, although revenue from a scientist of top3 client is higher than that of others but difference is logical as in case of top3 you have a dedicated clear roadmap whereas in case of others, company is also doing project-based work so utilisation will vary each year.....also you need to understand one thing that the huge clientle that you see is in a sense building of a prospective inventory as there are two benefits to it -- first NME research is also associated with failures so it could very well happen that tomorrow some small company which is working on a NME might discover a blockbuster product so you need to be present with them also --- secondly, relationship building and therefore trust building is the most crucial pillar and infact the most long gestation investment of this industry and company seems to be very well aware of that.....
Regarding industry reports you can very well find many on CROs but I feel you should try exploring past 14-15 years ARs of Syngene and its peers (especially Indian ones) as it will be a very good study. In that you will not only be able to understand industry and company evolution better but also you will be able to study varied financial and other parameters in detail.
Rgds.
Discl.- Invested and still Accumulating as on date.
Hindistan Media Ventures Limted (HMVL): A mispriced bet in newspaper business (04-09-2015)
Hi Sunil
thanks for pointing out this accounting mismatch. In my view, though i might be wrong, may be some of these income is clubbed with 'sale/maturity of investments'. though I have never seen such a thing before.
Best
Rajat
Prima Plastics (04-09-2015)
Hi,
In every market there are few branded pan india players as well as local players, and a retailer always has limited space to stock (multi-brand) SKUs. It becomes very difficult for a company to enter a new geography and break into the existing distribution network that too when financial muscles to advertise and market the brand are very limited.
Got to speak to few plastic furniture retailers, they all said quality is at par with others when compared to similar category of chairs (entry level, premium etc). In terms of pricing Supreme, Nilkamal and Cello sell at higher prices which might range from ~10% to ~30% depending on the category.
Had sent a questionnaire to Prima management, received very curt replies. Tried reaching out to promoter but never get through. I'm forced to believe management is not very communicative.
best
Rajat