The management finally speaks:
Posts tagged Value Pickr
Possible disruption by Patanjali Yogapeeth (30-11-2015)
Here is an insightful article on Patanjali
Torrent Pharma Ltd (30-11-2015)
Looks like some re balancing in msci index. (could be small and midcap index re jig)
charts of maruti, ccl, cadila, torrent are similar with lots of volumes.
upticks with high vols in some textile stocks like indocount, welspun, himatsingka etc.
My Portfolio – Dhina (30-11-2015)
I have all the respect in the world for Sun Pharma and all that Mr Shangvi has achieved. However, simplistically, there are really 2 large issues on the table for Sun:
- the Ranbaxy merger and
- the Halol facility
As regards the former, of course there are challenges in making many of the Ranbaxy facilities USFDA compliant, but if anyone can do it, it is Shangvi - he has after all done 19 acquisitions for Sun thus far (India and outside India combined). It is also true that largely the acquisition has been reported to be quite synergistic by independent analysts.
The Halol facility is what is worrying analysts the most. For 2 reasons: firstly, its been a while since the issue was raised, and yet this has been hanging fire - not resolved satisfactorily by the company (if any industry expert has details as to exactly what are the issues that have been raised and what is the reported status on that, that would be wonderful). Secondly, I think the larger issue is the Indian pharma vs. USFDA per se.. And what I mean by this is: if big companies like Sun and Dr. Reddy - with all the expensive resources at their disposal (and with such high stakes), are facing such issues (some reported to be as basic as data availability and documentation), how easy are the resolution to such issues anyway? Ergo, is it possible that Indian pharma is so bad that they have been either been conjuring up data or not having any reliable data at all? Alternatively, is there any truth to the conspiracy theories that USFDA is gunning after Indian pharma (for reasons that need not be documented)?
Clarity on the above 2 items is quite essential before plunging onto Sun as an investment idea.
Best.
Is there any rule for max gain weekly, monthly and yearly basis? (30-11-2015)
I think tomorrow will clear the clouds...
if tomorrow cap is not revised..then it may go for correction...then its good time to accumulate..
Torrent Pharma Ltd (30-11-2015)
Why it is hammered today...is it sector rotation..I mean in to GST stocks..
Possible disruption by Patanjali Yogapeeth (30-11-2015)
Good products and no frills stores. Stores sell only patanjali products, sometimes the merchandise is taken out directly out of the cartons. Certainly a big savings on overheads. The products may be new but the brand - Baba Ramdev, is 20 yrs old. Critical mass may have been achieved.
Atul Auto Limited (30-11-2015)
Last week I saw CNG version getting tested in Pune. I asked driver and he told he is onduty for R & D center in Pune. But couldn't ask more as there was a full traffic.
Atul Auto Limited (30-11-2015)
I went to my hometown Rajkot for few days (where you see lot of Atul users). I saw CNG varients running on the roads. They have already launched CNG models.
Did some scuttlebutt with few autowalas who used Atul and they were of view that both on pick-up and efficiency front Atul was better than peers. Although the look is not too attractive, Atul is very good on parameters that really matter.
My Portfolio – Dhina (30-11-2015)
Company: Sun Pharmaceuticals Industries Ltd
Pros:
The company has shown consistent growth over years.
The financial numbers looks good.
Risks:
The stock has corrected upto 33% due to Ranbaxy merger issues.
The company also informed that sales/profit will remain flat for this year due to
one time payments related to Ranbaxy merger. From what I understand,
these are one time issues and the growth might be muted for the next two quarters.
The company should be back in track from next financial year.
Decision: Planning to increase allocation.
Views are most welcome.