Cadila (lipaglyn) and biocon are doing it. I am invested in both because their business is not entirely dependent on new molecules and they trade at fair valuations w.r.t. their current business!
Posts tagged Value Pickr
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (30-11-2015)
Management clarification gives the comfort. But still it is puzzling why would anyone want to pledge shares to buy back its own shares as management claims. It may be seen as confidence in the company, but management should also have known it can act against the shareholders when things turn bad as it happened now.
Possible disruption by Patanjali Yogapeeth (30-11-2015)
Quoting for the Business Today article:
"Our profit margins are miniscule because the main aim is not to make profit," says Ramdev.
Surely, they can be disruptive if they provide same quality at much less cost. But how sustainable can that be, working without profits? Will suppliers, employees, distributors, retailers also work without profit?
Suven Life Sciences – Embedded triggers (30-11-2015)
Suven 502 may pass Phase 2 or not.
As far as I know Suven is only Indian company taking initiative in drug discovery ( Correct me if I am wrong)
I strongly feel that Suven 502 should not be monetized after Phase 2, instead it should go through Phase 3 which will give good experience to company.
Suven has strong line of clinical trails. One day it will hit the bull.
Disc: Invested from lower levels
TAKE SOLUTIONS LTD- will you take it? (30-11-2015)
Software product cos. have habit of acquiring research at inflated prices and Take Soln. is no different. Capital allocation has been poor in the past. They took debt to acquire assets which did not yield good enough results and hence debt never really came down. Someone compared FY11 and FY15 profits and it appears that they have stagnated. In reality, EBITDA has grown in line with sales but accelerating depreciation (and amortisation?) has kept PAT in check. I haven't done study on why its recent acquisition should work.
Disc: No holdings
US based NRI’s – How do you guys invest in equity now? (30-11-2015)
For Opening Demat Account, Need Overseas Address proof. Not sure , will confirm with compliance team and get back to you.
Is there any rule for max gain weekly, monthly and yearly basis? (30-11-2015)
possible.. by the way... since the stock can go up tomorrow, i think there's still something missing in my understanding... and this makes me sad because there's definitely something that is not outlined in that notice which is playing a part in deciding the price.. will try to clarify this with bse tomorrow
Neuland Laboratories Limited – Transformation towards niche APIs? (30-11-2015)
Hi,
I know during ANDA filing the formulation maker has to identify the API source.
For the drugs that are coming off patent, Is there anyway to find out how many formulation makers are using Neuland as API source ?? I see that only as any hope to see topline growth.
Also,
One question is that why do formulation makers buy API from other when they can produce it themselves ?
Is there any rule for max gain weekly, monthly and yearly basis? (30-11-2015)
Then..it will be capped at 397.6 till end of Dec...
But big problem is if it hits 2 UC with 10% in jan. first week..( from 397.6 to 481) then they will switch to 5% circuit limit..Then with 5% circuit limt yearly limit is 395..which is far less than the market price of 481..
That means if stock hits 2 UC then it would be end of story till 30th sept. 2016..