Promoter shareholding is down in Sept quarter . 52.83% in June end quarter to 47.62% in Sept end quarter. Not a good sign for KDDL.
Posts tagged Value Pickr
Torrent Pharma Ltd (31-10-2015)
Crestor is a quite a big molecule for fy17. it is $6b and a growing molecule, They seem confident of doing well here.
They also mentioned in next 2 years there will be about 20 launches of which 5-6 will are very lucrative launches with limited competition.
Besides that, they are hiring a lot of R&D people of around 1000, and increasing the filings. The increased filings will start from q1fy17.
So from fy17, we will see increased filings with increasing complexity of ANDA filed (like cream and ointments and some would that would require clinical trials too) . Oncology green field plant is another positive.
They would also be launching many first timers in india with innovative dosage and combinations ( I think this is ajanta like strategy) and then replicate this india model in brazil.
Tax rate was 36% in 1H and will from fy16 point of view, it will be 25%. so, H2 there will be reduced tax rate.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (31-10-2015)
Hi all ,
Has anyone done any scattlebutt research by visting an Ethos store ? I am from Chennai and I am planning to visit the store in Vijaya mall soon. Any specific things you guys think I should watch out for ?
More Introduction to Financial Accounting @Coursera [Helps to be an Equity Investor] (31-10-2015)
More Introduction to Financial Accounting
By Professor Brian J Bushee, Wharton School of the University of Pennsylvania.
Continuing the discussion from Introduction to Financial Accounting in Coursera:
Virat Crane Industries Limited (VCIL) – sure shot multibagger (31-10-2015)
Not only RoCE, RoA and Asset turn over showing growth. The Self sustainable growth rate is also showing good growth. http://www.drvijaymalik.com/2015/06/self-sustainable-growth-rate-measure-of.html
This SSGR growth is important for company like Virat as it needs to fuel its growth with cash it generate.
Disclosure: Holding small qty and hoping to add more on decline.
Torrent Pharma Ltd (31-10-2015)
gautham,
Initial knee jerk reactions are often difficult to decipher. I recall even after stellar q1 results for torrent stock corrected next day and then after some consolidation took off.
I think one of the reasons for the correction could be concerns about FY 17 and beyond as the pipeline of products in US for torrent is perceived to be not so great.
But my take is that after listening to the concall the co seems to doing quite well in the base business in the US and with increased shipments from the Dahej facility, the base business might get additional filip.
The company's aspirations in the domestic business also seem to be quite high and even if part of it materialises there could be much higher profit growth as compared to sales growth.
And again the Dahej facility could facilitate the company's business in Germany and europe due to enhanced capacities.
Valuing the company based on fy 16 numbers would not be the right way. In fact its very difficult to value a company where we know bcos of off and on US blockbuster molecules earnings will be lumpy.
But looking at the kind of batting the company has done on a favorable wicket (abilify in the US), it seems to have done a brilliant job and increases the confidence as an investor in the company's ability to exploit favorable situations in the US market.
Arvind infrastructure: Godrej Properties in the making? (31-10-2015)
As per their draft listing document submitted to Sebi, there is 1032972 option granted (mainly to two management person) at exercise price of Rs 41.5 and can be exercised within three years from date of listing. Usually stock options granted to lot of discount from real value of stock, so around Rs 50 can be safe level for new entry. Also i have observed in last financial year majority of sales and profit booked in last quater (Q4) while Q1 and Q2 results are usually very subdued so coming Q2 result on nov 9 may not be great thats why stock price is reacting negatively. Also management is clear that in next 1-5 years they are expected to book revenue of around 2500 cr which makes avg revenue per year of around 500 cr and PAT of around 75 cr which can easily support mcap of over 500 cr. Key risk may be once with initial setback in projects management may loose focus in the company.
8k Miles Software Ltd, Cloud Computing (31-10-2015)
FirstCalls research report on this stock:
http://www.moneycontrol.com/news/recommendations/buy-8k-miles-software-targetrs-2085-firstcall_3543221.html
Screener.in: The destination for Intelligent Screening & Reporting in India (31-10-2015)
Though I'm new to this forum as a contributor but I have been using the Screener from quite some time now. And, I must say that despite some data mismatches, this is an excellent tool.
Earlier I used to do a lot of manual Data mining, but with this tool, I've programmed many cross probing filters/queries realizing various investment behaviors, which has drastically reduced the data mining time. And, this has helped me catch many mutlibagger fish in my screener net of filters/queries.
Kudos to the Screener Team. Cheerio!!
What is view on urja global (30-10-2015)
@basha - Request you to read the forum guidelines before starting a new thread.
http://forum.valuepickr.com/faq
@hrfacebuk - Wow! Very well said indeed....great choice of words 
I'm commenting more to appreciate your post than to guide basha 