Are these questions related to FATCA?
Posts in category Value Pickr
IDFC Special Situation September 2015 (30-09-2015)
As per Motilal Oswal latest report and their meeting with management,
IDFC Bank is expecting the growth of 25-30% ( which would be at cost of profits and to gain market share )
Motilal oswal has given fair value for IDFC Ltd as 119 per share and IDFC Bank as 89 per share
Stovec Industries Ltd – Manufacturer of Textile Printing (30-09-2015)
Everybody is requested to continue posting in this thread only as the other thread does not have much activity and is under the Q&A section. Everyone who had posted in the earlier thread are requested to move their content to this thread as eventually the older thread will be deleted.
Torrent Pharma Ltd (30-09-2015)
- Abilify sales in the Q1FY16 itself would be around USD 100 million. For full year on conservative basis, we can assume Abilify sales of around USD 250 million (considering increased competition from Q3 onwards). FY17 would be very difficult to predict and will depend on the competition coming in. But I still think it will be more than USD 20 million.
- Detrol sales might be in line with what many research reports are predicting.
- Considering Nexium has four players already in the market and Torrent whenever it gets approval, will be a late entrant. In whatever limited knowledge I have regarding pharma and in my interactions with industry experts, whenever a generic biggie like Torrent or Mylan are present in a particular market, they take away a lion's share and players like Torrent have share of around early teens or high single digits. Regarding Nexium market size, although the IMS sales were around USD 5 billion, the innovator, AstraZeneca used to offer discounts upto 50 - 60% on the price to the insurance companies (as per an article I had read about it). We can assume the size to be around USD 2 billion on conservative basis. Nexium sales are difficult to predict for Torrent considering the date on which it gets approval. We can assume it to be in line with what research reports are predicting.
Ranvir’s Portfolio (30-09-2015)
Fair enough if you don't understand them then obviously don't buy them. Good approach. My portfolio is there for you to see the agro chemical names I am invested in. Anyways I don,t think its a good idea to ask someone else. Understanding them first is important.
Page industries (30-09-2015)
macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
Page industries (30-09-2015)
macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
IDFC Special Situation September 2015 (29-09-2015)
What should be the value of IDFC Ltd after the demerger. Also what all business remains with IDFC Ltd now ?? My assumption is IDFC Ltd should be Rs 75 & business which it would hold would be the Mutual Fund & Private Equity.
If anyone has any views to share ? Also whats the call on IDFC Ltd post demerger. Should one hold on to the same or exit or shift to IDFC Bank post its lisiting.
Regards
Manish Shah