Hitesh Bhai, what is your view on Marksans Pharma for long term? It’s foray in low competition niche Softgel segment looks attractive because it will help the company to survive in highly competitive regulated market like US. Strategic acquisition of Time CAP Lab will increase its front end presence in US because Products of Marksans will also be sold via Time-Cap channels. Now they are also is likely to strong their foothold in Germany , largest market in Europe by FY17. Management remains upbeat on revenue growth of 30% in coming few years. Valuation is the only major concern
Posts tagged Value Pickr
GRUH Finance – mini HDFC (13-10-2015)
not much further PE expansion seems possible in Gruh - The upsides need to be funded by earnings (and earnings alone ) .
Granules India Ltd (13-10-2015)
Question : why should not market start to factor in eps as on Sep 2016 ( 1 year forward) or perhaps Mar 2017 ? Question : why should pe be capped at 30 ?
My richdreamz portfolio – visit my portfolio to learn together! (13-10-2015)
this is where one wishes if he had a higher allocation to an alpha stock
Syngene International IPO – Views invited (13-10-2015)
manish my logic is this - if 295 cuts (this is why i said "unless data proves us wrong " )then we can see 250 (this incidentally is the issue price ) -Now my logic for 250 is simply that its the issue price so i anticipate at least temporary support there - as data is very short (just about 2 mths data since listing ) this is the only way to read it (in my view ) . Like i said if the highs are taken out then my prognosis will not hold . I base my study on oscillators and other indicators like delivery,momentum etc
Intellect Design Arena PICK for 2015 (13-10-2015)
http://www.bseindia.com/corporates/anndet_new.aspx?newsid=a27246bc-f032-470b-aedc-d17cec598e63
Some interesting news on Intellect Design. They are innovating in transaction banking platform.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (13-10-2015)
Even i have been avoiding commodity stocks most of my life; because have been hurt badly in past. But i feel if you have done your homework well they reward you handsomely.
I have not invested yet in any sugar stock. But price action seem to be showing right signals. Frankly scared and don't have any idea of sugar companies there capacities, location advantage, etc.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (13-10-2015)
the primary reason for the sugar price rise in global markets the deficit forecast by global majors for the crushing season 2015-16 as against surplus of 2014-15. Leading global research firms like Kinsman has forecast global sugar deficit of 3.2 million tonnes in the current crushing season as compared to 3.4 million tonnes of surplus last year.
With downward revision in sugar output in India at 27 million tonnes for 2015-16 season, 2% decline from the previous year, production surpasses consumption by 3.5 million tonnes.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (13-10-2015)
I buy when things are low and no one wants them. I keep them until they go up, and people are crazy to get them.
Hetty Green
Shipping Corporation Ltd- This Ship may Fly! (13-10-2015)
can somebody explain why is the profit of the shipping companies increasing even though the sales are same . same pattern was seen in shreyas shipping. what different is happening nowadays.