It must be Spica India if I am not wrong.
Posts in category Value Pickr
Vidhi Dyestuff Management Meet (06-10-2015)
Thanks for your contribution. I was looking at this company financials yesterday and I found it quite interesting. Seems a meaningful bet given that the industry has a very few players.
My richdreamz portfolio – visit my portfolio to learn together! (06-10-2015)
Just to play devil's advocate, Speedo's swimwear is the most expensive swim wear in Indian Markets. I agree that people want to learn swimming but one speedo swimming shorts for men cost around Rs.1000 (Bangalore Price) vs other qualities coming anywhere between 40-80% of Speedo's price. Recently I have seen people using Chromosome brand for men's underwear. Personally I am a loyal Jockey customer but how long people will remain that we will know in future only. I am not invested here because I think it trades at a very premium valuations and in the past I have been able to save myself from sudden pe de-rating.
I want to understand from you just one thing about PI.
Do you see any risk from government intervening in agricultural companies profit? Recent compulsory price reduction in genetically modified cotton seed by government has suddenly impacted the business of Kaveri Seed.Can similar thing happen here?
I am only invested in Gruh Finance from 5 companies you have mentioned.
Thanks
Vidhi Dyestuff Management Meet (06-10-2015)
Valuable post. Gr8 work.
What are the growth triggers available in future to maintain a 20+ CAGR apart from the one mentioned by you - Acquiring market share from sensient .
Lovable lingerie – poor man’s Page industries (06-10-2015)
Has someone met management recently? can someone update on the notes from AGM?
8k Miles Software Ltd, Cloud Computing (06-10-2015)
I am still little skeptical about 8K Miles, because other larger companies must be also seen the opportunity in the cloud computing business.
So other large IT companies like HCL,WIPRO,TCS and INFOSYS must be also in the cloud computing business, also persistent computers.
Then what is so unique about this company.
Please need some help to understand.
Regards
Hitesh portfolio (06-10-2015)
I think the golden period for the pharma business has just now started with the most of the block buster drugs going off patent in FY16 to FY20. So there huge opportunity for all the companies to get a pie of it.
More MNC companies need minimum 4 -5 blockbuster drugs to maintain there current growth rates which is very difficult. So we will see more companies will consolidate for more takeovers in the future because they cannot match the skills and cost of Indian pharma business.
So I think we can still get 20 - 25% growth in the pharma business for atleast another minimum 5 years.
It's a win win situation for the foreign countries where they free healthcare services, they want cheaper drugs for healthcare.
Premco Global — Narrow Fabric (A critical component for inner wear) (06-10-2015)
@varadharajanr who is this competitor? what's the name of this company? thx
Hitesh portfolio (06-10-2015)
As long as underlying business/management is good then worrying about bubble is mostly futile. For fresh buys definitely the valuations are stretched for most good pharma companies. but time to time there are good opportunities to buy them like in recent fall there were some good companies at attractive valuations.
How far it can go? - Honestly no one knows that answer.
Vidhi Dyestuff Management Meet (06-10-2015)
Yes, Abhijit. You should put appropriate and meaningful disclosure to comply with forum guidelines.