As per BSE announcement, Capri GLobal has launched a wholly owned subsidiary for Housing Finance and has got registration from NHB.
Seems like a positive move.
Posts in category Value Pickr
Capri Global Capital-Yes your money matters! (07-10-2015)
MPS Ltd (07-10-2015)
@ Mahesh
Thanks for your insights, in addition to the above, we must also keep in mind that dollar is strengthening on relative terms which distort the valuations of the acquisition, any further delay has to be rationally justified.
PS: What are the other stocks that you have in your radar?
Regards
Sreekanth
Torrent Pharma Ltd (06-10-2015)
Hitesh ji, we have 4 different patent expiry dates (Apr 25,2016 ; Oct 25,2016 , Nov 19,2021 and May 19,2022) for N021286 ( Daichii Sankyo's Benicar ) . How to make sense out of it ? when will this become a generic drug? ( As per fiercepharma, patent gets expired in 2016 October )
When looked at DMF (2Q2015 file) for olmesartan Medoxomil, very high number of API approvals are there ..
2012 sales for Benicar is 2.5 billion $ (source :- fierce pharma ) . How much can we expect this drug contribute to torrent when it gets final approval and launched after patent expiry ?
My richdreamz portfolio – visit my portfolio to learn together! (06-10-2015)
Just a query, how long do you think it would take PI to become a 5 bagger from current levels? I think PE is already at its peak so only growth in EPS would take the price higher.
Vidhi Dyestuff Management Meet (06-10-2015)
The importance of colors to attract the buyers is very well known to the industries. As such, the market of color pigments is growing at a very fast pace. A wide range of pigments are used in textile industry and they are increasingly substituting dyes. Other than textiles, pigments are used extensively in the sectors like cosmetics, paper, building material, ceramics, and glass. (Even pharma)
Vidhi Dyestuff Management Meet (06-10-2015)
What constitutes of pigment market?
Disc: Have a tracking position.
Value and Growth Portfolio (06-10-2015)
Have exited out of IPCA, Polymedicure and VA Tech Wabag with some partial gains
Any suggestions on portfolio composition or allocation would be helpful.
Value and Growth Portfolio (06-10-2015)
Scrip Name Purchase Price % ofPortfolio
GRUH FINANCE LTD 252.47 18.64
TV TODAY NETWORK LTD 202.36 16.45
FEDERAL BANK LTD 65.31 11.45
PERSISTENT SYSTEMS LTD 683.06 10.98
ESCORTS LTD 125.51 9.06
ECLERX SERVICES LTD 1306.47 7.08
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD 253.84 5.58
BALMER LAWRIE & COMPANY LTD 592.56 4.93
SUPREME INDUSTRIES LTD 601.82 3.77
V-MART RETAIL LTD 510.28 2.97
AGRO TECH FOODS LTD 653.16 2.47
MAYUR UNIQUOTERS LTD 415.61 2.4
TATA MOTORS LTD 335 1.85
KSE LTD 1146.69 3.16
Torrent Pharma Ltd (06-10-2015)
Torrent gets tentative approval from USFDA for g benicar which is an anti hypertensive olmesartan Medoxomil
Here its pertinent to note that the final approval is the important milestone.
Vidhi Dyestuff Management Meet (06-10-2015)
Hi Vaibhav
- Increase in margins was due to capacity expansion and higher utilization and several efficiency revamps.
- With the current capacity of 4200 MTPA they will do around 250 Cr of sales by FY17 and the incremental expansion will double the capacity and thus double the topline by FY20.