Good analysis and view points. I do not hold this stock and haven’t researched much but just curious to hear from any long term investors in this stock on what they think and believe regarding this article and Tanla’s accounting practices?
Posts tagged Value Pickr
Marksans Pharma- Can it be the next Pharma Biggie? (05-07-2024)
I tried searching for this info. but could not find any article supporting this claim. yes there are discussions here and there, but not any concrete ones. I found an article where it was written generic drugs are way more cheaper than they should be. don’t know what it means exactly. but I don’t think they can increase prices because health system is already expensive in US. so only way companies can earn more profits is by doing backward integration and decreasing raw material prices.
Cosmo Films – Diffentiated player in commodity business (05-07-2024)
how can we get the daily prices & trends for BOPP, BOPET, Polypropylene - Domestic & International.
Cosmo Films – Diffentiated player in commodity business (05-07-2024)
how can we get the daily prices & trends for BOPP, BOPET, Polypropylene - Domestic & International.
Cosmo Films – Diffentiated player in commodity business (05-07-2024)
how can we get the daily prices & trends for BOPP, BOPET, Polypropylene - Domestic & International.
Cosmo Films – Diffentiated player in commodity business (05-07-2024)
how can we get the daily prices & trends for BOPP, BOPET, Polypropylene - Domestic & International.
Wockhardt – A story with twist and turn (05-07-2024)
Hi Shreya28, tell me one thing, if WCK5222 being NCE, if gets all clinical trials through, will it get PRODUCT PATENT and exclusivity of 15-20-25 years for global markets?
Wockhardt – A story with twist and turn (05-07-2024)
Hi Shreya28, tell me one thing, if WCK5222 being NCE, if gets all clinical trials through, will it get PRODUCT PATENT and exclusivity of 15-20-25 years for global markets?
Force Motors – racing ahead! (05-07-2024)
I also don’t have any idea, they mostly rely for exports sales based on third party.
Now, not tracking anymore. I have booked completely.
Aditya Birla Sunlife AMC (ABSL AMC)- An Underrated AMC (05-07-2024)
I have already mentioned in the comment. Leading insurance companies like SBI life and HDFC life has gone through derating from a median 4-5 times embedded value to 2.5 times embedded value now.
To be specific about HDFC life, its embedded value was 15200 Cr in Mar-2018 and mkt cap was 98000 cr. i.e.,6.4XEV but now EV=47500 cr and mkt cap=130000 cr which is 2.7X but the embedded value CAGR is a whooping 25% during this span of 6 yrs. Similar pattern observed in SBI life too (trades at 2.6XEV).
ABCL’s valuation consists of insurance business which is not listed but go through this derating and hence ABCL has not outperformed in the last few years.
The reasons for this derating is discussed enough in other threads. In my opinion, the overvaluation in 2017 IPO of SBI life, HDFC life and ABCL is slowly but surely reaching nominal valuation now.