Sire, you have been a margdarshak, so thanks to you first :).
Posts tagged Value Pickr
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Thanks for taking it in good spirit.
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
There are few important factors which stand out in the acquisition (almost down playing the importance of lower EBITDA margins) :
- Take has revenue breakup of US: 72% , AP : 21%, Europe:7%. Whereas EA has 50% of it's revenue coming from Europe. EA has a good base in Frankfurt. So in effect Take is expanding it's footprint into an important market through this acquisition.
- Take has audited data facility in Chennai and US and EA has an "audit ready" facility in Europe. So from that angle Take is gaining access to a important differentiator in this business.
- Getting right resources (especially on pharma side) is a challenge in this business and with this acquisition TAKE’s subject matter experts will increase by 30% and its life sciences workforce will increase by 50%. So mgmt. sees it as a big positive.
- There is only a 20% overlap in the clients of TAKE and EA. EA has several marquee (like Roche, Fresenius, Danone,Bayer, Piramal, Dr. Reddy, Biocon). So Take sees significant opportunities to cross-sell and up-sell.
- Also, Take mgmt. thinks EA's technology usage is on lower side and gives a lever to increase margins by use of higher automation.
- EA seems to be a CRO (Clinical Research Organization) which in turn uses services of clinical data mgmt player (previously infosys ? or may be multiple players). So in that sense there is hardly any conflict in terms opportunities to cross-sell and up-sell.
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Thanks will keep that in mind as we should comment within Forum's guidelines but I contradict with you on that part that novice investors could get carried away simply because this is a big forum and someone would have to blindly believe on my comment and also negate all the data written in the blog. And as I am addicted to the blog, I don't want to get kicked out so would refrain from writing "baggar" word in the future
Virat Crane Industries Limited (VCIL) – sure shot multibagger (23-11-2015)
As I understand,the product is such that it should not be very difficult for competitors to replicate the quality.Therefore their success hinges upon effective marketing and distribution.Based on their annual report,the company is heavily focussing on branding.In Andhra,Telangana and Orissa the brand has good traction because of many years of branding.In my opinion it would not be easy to enter new markets and become and instant success (because of little difference when compared to products of competitors who are established local players).
@richdreamz I was inspired by your field work and thought I would also check it out for myself.I went to a Reliance Fresh store and found that Durga ghee is placed at the eye-height of the customer while other brands are placed lower down.Durga ghee seems to get better visibility.
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (23-11-2015)
I think this is a typical hope stock.
Last year they seem to have hired some PR firm and got published in forbesindia. The high profile CEO has resigned since then & someone from Akzo Noble ( surender bhatia ) has joined in.
Interesting thing to note :
Surender bhatia was drawing close to 70 lakh per annum at Akzo Nobel.
He has joined Shalimar with a salary of less than 50 lakh + incentive bonuses.
How to interpret this ?
Link to last years article after which stock rushed from 80 to 150+.
Radico khaitan: alcoholic child (23-11-2015)
There is a dispute within the family over ownership ? 2 brothers are fighting over the control ? I remember going through a comment on moneycontrol a few months back....
Though reliance fund / madhu kela seems to be picking up the stock
Amrutanjan Healthcare – Finally Waking Up After 100 years? (23-11-2015)
Vijay Kedia entered last year in october i guess. But the stock has already moved too much compared to valuations. Came across this link.
Interesting analysis of amrutanjan is written on this blog. Margins are set to expand further. Anyone else tracking this stock closely ?
https://www.alphainvesco.com/blog/amrutanjan-health-care-2015/
KDDL (Ethos Watches) – Scalable business model at an inflection point? (23-11-2015)
Management is great. They have benchmarked themselves against hengdeli corp. Which shows their ambitious plans going forward. The only thing that needs to be watched out closely is, disruption from iwatch or similar new players.
Watch industry has largely remained unaffected as traditional handmade luxury watches are still the most desired item on mens list. Can iwatch or new age devices change it ?
Lycos internet – way to digitalization (23-11-2015)
Receivables in a digital marketing business / internet marketing business appears a little shady. Most of the business in digital space is done with advance payments or subscription fees unless there is product development involved.
Promoters appear to be juggling from one story to another. From search to IOT. Confusing. I shall give it a skip.
Regards
Kumar