Discolure - Not Invested
Posts tagged Value Pickr
REPCO home finance – another Gruh in the making? (04-11-2015)
Growth and cost parameters look good but assets quality incrementally poor. This clearly shows impact of monsoon and will have to wait for Q3 to see how it is evolving.
Disc: Invested
Economic Value added (04-11-2015)
DCF and EVA are future predicting models , but as u say that we need to know future for it , if i knew future then i wud have bought a truck load of stocks . But sadly that wud requide a boon from Gods after years of tapasya..
So what we do is try to predict the future and also know what factors are there that might affect my future projections negatively .
EVA and DCF are just models to do so
MPS Ltd (04-11-2015)
Hi Guys,
Delighted to bring to you MPS Management Q&A, Sep 2015.
Lot of work has been done on MPS by @rohitbalakrish_ @ayushmit, @aveekmitra
Please go through the same and take the discussion forward - for more focused and deeper questioning.
Cheers
Jagran prakashan (04-11-2015)
Thanks Hiteshbhai. It is very useful. I think it is very good quality business available at reasonable valuation with some optionality. Though, the turn around of the non- dainik jagran business remains a key monitorable.
Alembic & Alembic Pharma (04-11-2015)
Hi Ashwin,
- From backward integration, I mean a company manufacturing its own Active Pharmaceutical Ingredients (API) for formulations. There are various steps and processes involved in manufacturing the final drug (formulation). You can read more about the basics here - http://www.valuepickr.com/resources/pharma-sector-faq/#respond. From whatever limited knowledge I have, it is better to have forward integration i.e. having own marketing set up for US markets than being backward integrated into APIs as the API cost is hardly anything compared to the overall formulation size. By being forward integrated, a pharma company doesnt have to share profits with the marketer which can be pretty high and can hurt especially in case of a first to file/exclusive products. However, being backward integrated into APIs gives you more control over supply chain especially in case of complex products.
Cupid Ltd – Helping the world play safe! (04-11-2015)
@sinha 124,
Q2 revenue includes 7 cr from SA order. so, incremental growth of 2 cr is left for Q3.
Sarla Performance Fibres – Another Interesting Textile Story in Making? (04-11-2015)
Concall details : 022 39600607. 5 November 2015, 4 pm
Cupid Ltd – Helping the world play safe! (04-11-2015)
As per CNBC interview, in Q3, the full impact of SA order will be min 9 Cr, so sales in Q3 could be in excess of 22 Cr, which is close to 100 % growth.
With operating leverage and this being high margin order of female condom, PAT can have a super normal growth , it may be close to 6 Cr.
The company and stock seems to be in sweet spot for next few quarters !
The stock is still under-owned and and not fully discovered and this will also benefit it from limited downside as well
Disc : have tracking investment