Did @dd1474 or anyone else manage to attend the AGM? Kindly share if anything interesting.
Posts tagged Value Pickr
Shilpa Medicare -Racing away on the Oncology API highway! (05-10-2015)
Hi,
I did attend the AGM. In very brief - personally I feel the co has been doing great work and has good molecules in pipeline. The USFDA had done the inspections for both API and formulation plant and there were some observations (considered minor in their opinion) and the company has given the necessary responses and done the corrective actions...the final response is awaited. This is the critical milestone for the next phase of growth of the company. Its seems there might not be growth triggers for an year or two but after that the company may do well.
Regards,
Ayush
Disc: I'm invested
Shilpa Medicare -Racing away on the Oncology API highway! (05-10-2015)
Any updates from the AGM last week ? Did anyone attended the AGM ?
Any update on the USFDA plant inspection results and approvals ? It has been more than six months since the inspection was done.
Regards,
Rajesh
GRUH Finance – mini HDFC (05-10-2015)
Hitesh, consider an opposite case.
Suppose they reduce dividend payout. What will happen? The growth rate won't increase because they are not restricting growth for capital wants. What will really happen is leverage will come down. We need to remember Gruh is the most leveraged NBFC in India. RoA will increase a bit with reduced interest outgo. But with leverage down, their RoE will come down a lot. Their RoA is quite similar to many NBFCs, so will be RoE after reduced leverage. So valuation premium would contract.
Indian terrain—play on consumption (05-10-2015)
Again it was because of Celebrity Fashions got into a lot of trouble. So that's the reason for pledging. With a stronger balance sheet the pledging should come down now. They have already paid the LT debt
Kitex Garments Limited (05-10-2015)
I tried opening June 15 concall there . But it was not opening. It is useful for annual and research reports
Hitesh portfolio (05-10-2015)
Hi Hitesh.. Do you track Godrej Industries?.. Appreciate your view if you follow
Kitex Garments Limited (05-10-2015)
You can register with http://www.researchbytes.com/ & get all the details.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-10-2015)
Both are different kind of plays on the same theme. Sagar is more financially adventurous and aggressive. Deccan is more sedate. It depends on ones own investment comfort which one to choose.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-10-2015)
Can somebody give some reasons of its clear preference over sagar cements because it's debt levels are at .42 . So it's not too high and also pe levels are comfortable .