Wockhardt has gotten approval from Central Drugs Standard Control Organization for trials as mentioned by Khorakiwala.
Posts tagged Value Pickr
BHASKAR My next 20 years – portfolio (01-01-2024)
Hello
I’m Bhaskar working as Banker in MNC bank. I’ve been investing since 2021 with small amounts. I’ve made enough mistakes as beginner including intraday trading etc. I slowly started learning about markets via SOIC, Sahil_vi among others.
I’ve decided to start this thread on my portfolio, wherein I could discuss about the allocation,. I believe this would help me and others learn better from each other at the same time putting things in writing will give more insights into my PF and strategy
Below is my PF as of today 1st Jan 2024 and I’d share my entry thesis…
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Deepak Nitrite – 18% Allocation from my capital
Thesis - Best management/Execution Skills/Capex themes
2.CAMS – 18% Allocation from my capital
Thesis - India's growth story on financial savings/Monopoly/Financial knowledge on young peoples and they started savings and investing funds via mutual funds instead of other assets
3.Laurus Labs – 11% Allocation from my capital
Thesis - Only for Chava, He's imagination is bigger than the industry and hope company will do for next 10 years
4.Indian Energy Exchange – 10% Allocation from my capital
Thesis - Future growth on their Gas/Energy and expecting consumption of power like western world. ( looking forward on IGE )
5.CDSL – 10% Allocation from my capital
Thesis - India's growth story on financial / Insurance industry demand account turn over/Private companies inclusion of demand account list
6.Happiest Minds Technologies – 10% Allocation from my capital
Thesis - Future AI growth and 2031 target $1 Billion revenue / Management is top on the table
7.ITC – 8% Allocation from my capital
Thesis - Furture FMCG on large cap / Divdend / Impressive Value
8.Tata Elxsi – 7 % Allocation from my capital
Thesis - One can find future TCS here/diversified on their business and even in tough times they grow well.
9.HDFC Bank/ICIC Bank – Consolidated 5 % Allocation from my capital
- Racl Geartech – 2 % Allocation from my capital
Tracxn Technologies (01-01-2024)
Sharing the competitor landscape from global perspective, hope this helps
BSE (Bombay Stock Exchange)- Bet on Financialization? (01-01-2024)
Great insight.
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Off late i have seen sensex derivatives contracts are not growing much rather have became stagnant. That can be seen partly from October & novermber’s data also of similar ADPT. December growing mainly because of Bankex contract. Still many large traders are avoiding sensex because of random ticks on 0DTE. Need to see, when those large traders come to sensex. It is circular nature – when they come, liquidity will improve more & So on.
For BSE, there is not much scope, apart from Friday & Monday – Because all other 3 days have decent volume & interest in NSE derivatives. -
Have u heard last concall ? Even though they are growing at decent pace in derivatives, actually they are making losses here – Bcoz settlement cost is higher then revenue & 90% of settlement is going through NSE’s settlement exchange. So, despite BSE making so much efforts, NSE is gaining indirectly from it rather than BSE – That’s what my understanding is. Any opinion on it ?
DIsclosure: Invested at 550.
Sadhana nitro :a Dog or a Horse? (01-01-2024)
Hello @Prince_AI
Here is the full process of Continuous Batch processing for Para Amino Phenol
Starting Material Synthesis:
- Benzene (Starting material for nitrobenzene production)
Nitrobenzene Production:
- Nitric Acid
- Sulfuric Acid
- Nitrobenzene (Produced via the nitration of benzene using nitric acid and sulfuric acid as reagents)
Reagents and Chemicals for Nitrobenzene Synthesis:
a. Nitric Acid
b. Sulfuric Acid
Reduction of Nitrobenzene to Aminophenol:
- Reducing Agents (e.g., Iron, Hydrochloric Acid; Tin, Hydrochloric Acid, etc.)
Intermediate Compounds:
- Nitrophenol (Intermediate formed during the reduction of nitrobenzene)
Purification Agents:
- Purification Solvents or Agents
By-products and Waste:
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By-products and Waste Streams
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Nitration of Nitrobenzene: Nitrobenzene is continuously fed into a reactor where it reacts with a nitrating mixture (nitric acid and sulfuric acid) to produce nitrophenol. The reactor conditions, such as temperature, pressure, and residence time, are controlled to achieve efficient nitration.
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Separation and Isolation of Nitrophenol: After the nitration, the reaction mixture is passed through a separation system (such as distillation, extraction, or other separation techniques) to isolate nitrophenol from the reaction mixture. Continuous separation methods are employed to separate the desired product from unreacted starting materials and by-products.
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Continuous Reduction of Nitrophenol to Aminophenol: The isolated nitrophenol is continuously fed into a reduction reactor along with the selected reducing agent in a continuous flow process. The reduction reactor is designed to facilitate the controlled conversion of nitrophenol to aminophenol using suitable reducing conditions.
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Product Isolation and Purification: The resulting mixture containing aminophenol undergoes continuous separation and purification processes to isolate and purify para-aminophenol selectively. Various continuous purification methods, such as chromatography, crystallization, or filtration, may be employed to obtain the desired product in high purity.
And now coming for other players who are planning to enter, its not that easy as they would need regulatory approvals, site selection and construction Technology Selection and Installation, Process Development and optimization, Testing and Validation, Batch product sample to customer for approval, then improving quality, then making huge capex for intermediaries then formulations so on…
All in all – it will take 5-7 years at least… Vinati wanted to enter in here, they had all plans finally they left it and they went on focusing their own products…
Even if someone gets this done after say 4-5 years… Sadhana will be already in a formulation process of Paracetamol 
and they would already taken up most of the market share…
So always the first guy who get this done – will be way ahead then who is willing to join in a league and compete with them…
Wonderla Holidays (01-01-2024)
Similar experience at Bangalore park where I visited last week. That was my 3rd visit to the park and I find it great option to rejuvenate after busy workload, especially kids just love it. Amazing experience, very good footfalls and very well maintained rides. Food options have improved too. May be there are too many rides and difficult to cover in a day, they may start charging for either dry or wet rides or both, similar to water kingdom. Worth a visit and am sure their growth strategy to now penetrate towards T2 cities will work well.
Oriental Carbon and Chemicals Ltd (01-01-2024)
as per my understanding, the resulting company will be OCCL Ltd will be Chemical Business that’s major chunk of revenue. For Demerger Company holding company of OCCL ltd , plans are for investments commodity trading ( not shared much details )
The question is, if the OCCL Ltd is proxy to the growth potential of the Tyre industry and if there is growth comes back , could the stock be revalued? Can you assist me in verifying this?
Oriental Carbon and Chemicals Ltd (01-01-2024)
Bro occl hold multiple investment in unlisted space , hence the valuation of unlisted companies need to be built in the price .
What I shared is a perspective !!
Oriental Carbon and Chemicals Ltd (01-01-2024)
Can you explain in detail, please
Fredun Pharmaceuticals – A good microcap with great potential? (01-01-2024)
As per this recent announcement, the co plans to raise as much as 120 Cr for further CAPEX and other requirements. This could lead to 30-50% p.a growth for the next 3 years