dr reddy got the approval around three weeks back and couple of research reports came out which tried to quantify the sales for dr reddys.
the reports mentioned that dr reddy's can have revenue of USD40 mn in 2H FY16 and arnd USD 60mn for FY17 from nexium.
Posts in category Value Pickr
Torrent Pharma Ltd (21-10-2015)
Somi Coveyor Belts (21-10-2015)
I looked at this recent BSE release where they talk about order inflow from L&T, Bhel & Thyssen for about 40cr a couple of months back -
This looks like a decent opportunistic bet
Any idea why they had a very average(IF NOT BAD) Q1? (whats the likelihood of that repeating again?)
Thanks,
Ravi S
V-Mart Retail Ltd (21-10-2015)
Yes, that perception has been hurting the stock, it hasn't moved at all in last 1 year, despite posting decent set of numbers.
VMart mainly operates in Tier-II & III cities where online presence is lower, company mainly sells non branded products, has lower revenue per customer visit than what people who buy branded stuff from e-com usually pay for.
Hence, I expect VMart to keep growing at 25% cagr.
How much value will it get from market, tough to say!
My Portfolio – Dhina (21-10-2015)
Done with the modifications with my portfolio. Finally reduced to 15 stocks from 50+. Here is the list. Comments are most welcome.
Canfin homes ltd (21-10-2015)
Hiteshbhai good question . please elaborate more on ways that can be achieved( enhanced return ratios ) .
My opinion is that they have very few levers(they are already using CP funding ) and it will be very difficult to change the culture of company. they can (should ?) not go into non salaried class where yield is higher but you need better risk management & customer creditworthiness check are difficult.
so now stock price growth may be some re-rating (if any left) + annual business growth (which is not bad )
your view will be awaited ..
V-Mart Retail Ltd (21-10-2015)
Disruption due to barrage of online retailers would be a huge headwind for vmart and other similar players.
Even if actual impact may not be there, there will always be that perceived threat in the mind of most investors and I feel that should limit any kind of PE expansion.
disc: not invested.
SKS Microfinance (21-10-2015)
but why is price crashing post results?Satin creditcare the 2nd listed MFI is on 20% UC for last 2 days on the other hand
Canfin homes ltd (21-10-2015)
Till date since many quarters canfin has beaten all other HFC gruh and repco included in terms of growth and asset quality.
Can it get another bout of re rating to get closer to gruh is a question that needs to be answered. For that it will need some bump up in return ratios first.
Torrent Pharma Ltd (21-10-2015)
Before the entry of generics, the size of nexium was 6 billion USD. Now torrent gets approval and it is the fifth company to get approval for the molecule according to their NSE announcement.
The questions that need to be answered are:
What kind of price erosion has happened/will happen?
What % of market share will torrent be able to garner since it is fifth co to launch the drug?
Overall looking at the size of the molecule and limited competition, it augurs well for torrent if they can capitalise on this approval.
Chemicals and Speciality Chem space in India (21-10-2015)
oriental carbon and chemicals - which is one of the three players in the world making insoluble sulphur used in tyres