Disc - i have exited from the stock. Though i am still interested and believe it to be a good company . The AR for 2015 is quite impressive.
But the entire real estate sector is under stress. I am looking for an increase in sales bookings.
Posts tagged Value Pickr
Kolte Patil Developers (05-11-2015)
Torrent Pharma Ltd (05-11-2015)
TORNTPHARM - Torrent Pharma’s new Plant at Dahej Commences operations https://t.co/9R64kDb0Gs
Shah portfolio check (05-11-2015)
Sorry for the delayed response.
Based on my assumption of 12-14% growth over the next 10 years the value may lie somewhere between 300 ~ 325. But I may completely off on my calculations since I haven't tracked this in depth.
Good luck on your future investments.
Kolte Patil Developers (05-11-2015)
one thing that caught my attention is that the Mcap of 1300 cr is less than the inventory cost of 1467 cr on books ( which accounts for ~70% of total assets) .
Automated Stock Analyzer (05-11-2015)
The latest version now computes Piotroski score for last 9 FY.
Automated Stock Analysis with the Piotroski Score
MPS Ltd (05-11-2015)
Thanks for the detailed explanation. Definitely it helps me to understand MPS deeper. You and your team is doing a great job.
Lincoln Pharma … the next mid-cap pharma in the making …? (05-11-2015)
Company has two subsidiaries - Lincoln Parenteral Limited and Zuinich Healthcare Ltd. .
After analyzing the Financial Statements, I noted the following:-
Almost, 20% of sales has contributed nothing to the PAT margin. So, the subsidiary business is margin dilutive in nature.
Also, its hard to believe that a company generates 16 lacs of PAT on 68 crores of sales (it includes 16 crores to holding). I feel if that's a way of taking out cash from the business.
Lincoln pharma has given 4 crores as a deposit to Lincoln Parental Limited.
I observed 5 directors out of 7 from the promoter group.
None of them has a degree or mentioned experience in pharma field.
I've certain doubts on governance 
.
Thanks.
Disc : Not invested. Under Radar.
MPS Ltd (05-11-2015)
I think I could not explain properly.
The Moolah lies in servicing the needs of the Academic/Educational STM (Science Technology Medical) Journal & Books Publishers.
I would think catering to Digital Publishing requirements of these customers is profitable - as The Digitally transformed product is only (one of) the Outputs. The main technology service that MPS like providers provides is what is called pre-publishing processes & workflows. From the Time an author submits a manuscript or file to the publisher to proof-read to editing to cross-referencing author reference for scholarly articles referred, to integrating bibliography to design to content rendering/transformation or print. The technology service provider game is to provide quick turnaround from author file to reader consumed final product - to be available for the Publisher's platform.
Catering to digital publishing requirements of non-STM segment like say an Amazon.com self publishing platform cannot be that profitable or for that matter say fiction or business or fashion books/magazines and the like.
Hope this time I could explain better 