Please discuss portfolio related stuff in the portfolio thread. Do not clutter Ajanta thread.
Posts tagged Value Pickr
Torrent Pharma Ltd (15-12-2015)
Thanks alot @hitesh2710 and @ankitgupta
Nexium looks pretty low. Is this because the data is from close to the launch by torrent?
Ajanta Pharma (15-12-2015)
Hi Santosh, Quite impressed with your work. Just for my learning, what made you exit Repco Home in spite of its consistent growth and big opportunity ahead.
Companies affected by Chennai Flood? (15-12-2015)
Can Take Solutions be a part of the above list?
Torrent Pharma Ltd (15-12-2015)
As per Bloomberg data, Torrent has market share of 12% in gDetrol and 1.3% in gNexium.
They have been able to capture good market share in Detrol post approval from USFDA.
Torrent Pharma Ltd (15-12-2015)
Just to add, in the last conf call Torrent had said that their real market share in Aripiprazole is 15% since some of their distributors do not report numbers. Would be interesting to know their numbers in Detrol and Nexium.
I am seriously impressed by Torrent’s ability to garner market share.
Companies affected by Chennai Flood? (15-12-2015)
Have Sundaram Finance or Repco announced publicly that they are affected?
Other companies:
– Manali Petrochemicals
– TVS Motors
– TCS
Eicher Motors has multiple reasons against it: Chennai floods + Fed hike issue + NGT order ban of diesel vehicles + lower waiting time for their motorcycles.
About the Company Q&A category (15-12-2015)
how do we navigate to this section ?
Companies affected by Chennai Flood? (15-12-2015)
As per the BS article, TCS, HCL in major way and Infosys, Wipro to some extent.
Companies affected by Chennai Flood? (15-12-2015)
Lets list down companies which have publicly disclosed about their loss story or change of plan due to flood and then take a call which of them are still worthy of holding.
The ones which comes to my mind are:
- Sundaram Finance
- Repco Home Loan
- Eicher Motor
Disc: Still holding all three