Yes, I think stunnox having the same efficiacy as a Botox / or other highly used botulinum toxin, and if stunnox is priced at a discount, that will be one of the reasons to go for that.
Posts tagged Value Pickr
Natco Pharma: Focusing On Complex Products (27-03-2024)
My two cents:
- Earning growth will be higher from previous quarters in general for Pharma companies due to easing of pricing pressure in US. Complex generic is the place where money can be made.
- In heady days of 2015, pharma companies were considered as defensive stocks. Pharma companies current valuations around 20 is attractive, considering 2015, where they command 70PE also.
My views for upcoming years is highly positive for pharma sector.
Disclosure: Invested in Natco, Aaarti Pharmalabs and Supriya Lifescience
Anant Raj Limited (27-03-2024)
There is nothing mentioned in concall or presentation about how they will get power. What relevance it has here about where they get power?
It was mentioned in concall that cost is approx. 15% to operate data center. Means 85% operating margin.
Disclosure: Invested.
Long term bonds (27-03-2024)
Today, I have started investing in Long Term funds. Started with first trench of investment, 4% of portfolio in SBI Long Duration Fund Direct Growth, I’m planning to move all my FD’s which is around 45% of portfolio to long term debt funds.
With FED gearing up for reducing interest rates is this the best way to play that macro news or should I get more exposure to finance business (I already have 30% of portfolio in large cap private banks).
Would love some guidance on this! Thanks
CCL Products (27-03-2024)
What is the impact on CCL due to recent surge in coco prices?
Man Industries (India) Limited (27-03-2024)
Man Industries announces the commencement of its 50,000 MT ERW Mill plant.
With this facility, they’ll be eligible for a concessional income tax of 15 % till perpetuity.
Does anyone know the reason for this concession? Does this mean going forward the tax rate will be reduced to 15% from the current 25%?
Technocraft industries (27-03-2024)
The company will start the commercial production of aluminium fabrication which has even more realisation compared to Steel formwork/Scaffolding now
Long term bonds (27-03-2024)
https://www.business-standard.com/finance/personal-finance/investor-timeline-6-12-months-for-tactical-10-years-for-long-term-124032600769_1.html
Behind the paywall…but almost similar portfolio as the earlier sited ET article
JK Paper – Best Bet in Paper Sector? (27-03-2024)
Yesterday, JK paper submitted this, I am in doubt regarding the outcome of this for a long duration investment, he(Bharat Hari singhania) received 281.20 lacs approx in FY ended march23 out of which 275 lacs was commission and rest was sitting fees. So if he will receive X amount for lifetime without actively working for the company, isn’t it a bad proposition for the company ?