Very Costly ...
Posts tagged Value Pickr
Suven Life Sciences – Embedded triggers (17-12-2015)
The question is what happens if it ends in failure? will they raise another round of equity? will market trust their ability for subsequent clinical trials? IMO debt would still have been a better option. Equity is the most expensive capital and should have been used when phase 2 would have been declared a success.
Strides_Arcolab (17-12-2015)
Mylan has a very arrogant leadership. I have read few interviews and it appeared that they were prodding US FDA to take appropriate regulatory actions against Indian generic manufacturers given their 'poor' mfg. practices.
Portfolio check up (17-12-2015)
Just my two cent page & gruh was expensive and may remain expensive in near time till wholesale earning growth comes back in Indian market
Narayana Hrudayalaya Ltd IPO – Should we invest or let it pass? (17-12-2015)
you are absolutely right. When you get discharged and paying bill you realize how expensive is the treatment. they are looting public in the name of service.And show meagre PAT. where does all the money go?.
e.g. Simple blood sugar testing they charge Rs 90 to 180 depending on where you get admitted.Do you know the cost of doing blood sugar. Rs 10/. I do charge 40 for my patients in my own hospital. Most of labs do for 40-50. but Narayan Health charge three times and claim to provide cheapest rates in the country. you can check yourself.
They are all businessmen in the guise of Doctors
R Systems International (17-12-2015)
Hi @suns
What is this comment. Please read posting guidelines before posting anything.
MCX and Financial Technologies (17-12-2015)
Well said Dhwanil, I guess there is nothing more than we can do than wait and watch. One thing is for certain - if in a year or 2 BSE is not able to make any major dent on volumes of MCX - it will definitely call for higher allocation toward the stock!
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (17-12-2015)
On ValuePickr I believe we discuss business and fundamentals and not price ... at least not only price ... Going thru thread will give you enough information for you to decide.
ALLSEC Technology – BPO turnaround story (17-12-2015)
Allsec maintains payroll for Accenture India(I work for the company). Payslips, promotion letters and bonus communications were processed on time. So,the operations had minimal impact and what Mr. Mohan says about Chennai rains impact seems to be true.
Accenture has a healthy relationship with Allsec and I have witnessed them working together for 7th year(minimum).
Not invested in Allsec.
Nitin Spinner – textile yarn story (17-12-2015)
http://www.indianivesh.in/Downloads/635858597054986250_Nitin_Spinners_Ltd._Initiating_Coverage_Dec_2015.pdf
Target - 112
Initiating coverage by Indian Nivesh. I used to be a big Daljeet Kohli fan in the past but went away from his path, after a few things did not play out but off late, I am back to liking him and his team !! if someone can digest this D/E, the rest looks stellar, as ever in Nitin..off late, Mr.Market seems to like it too
PS - Invested but no transactions in the last few weeks..I am at breakeven @CMP