Hi @drrakesh
I was Searching the orange book of Pharma and for below two months found below approvals for Aurobindo Pharma:
TELMISARTAN
CETIRIZINE HYDROCHLORIDE
ALPRAZOLAM
RALOXIFENE HYDROCHLORIDE
ENTECAVIR
IBANDRONATE SODIUM
OMEPRAZOLE
Could you please help me in below points:
How to get Estimated Market size as you have mentioned for Raloxifene Hydrochloride in your post.
Also how much competition is there.
Regards,
Kapil
@manish26 - I had a quick look at Anjani Portland Cements. Anjani a subsidiary of Chettinad cements has a 1.2 MT capacity. They are also a south based company. This must also benefit from the increased demand and stable prices from this region. However, their leverage is much higher vis-a-vis NCL. Their total debt stands at 190 crores. Also their EV/Tonne is slightly higher at ~56$ vs NCL's 35$.
Both these companies will be subjected to the same risks(Price & Demand) as I have mentioned in my previous posts.
This is based on a quick look at Anjani. Please let me know if I have missed out something.
Thanks,
Ravi S
Excerpts:
The vannamei shrimp raw material prices in India’s main production region Andhra Pradesh are moving up fast, due to weak landings in the main production areas, sources told Undercurrent News.
According to sources, the price is likely to move up further.
Production is “very bad”, one Andhra Pradesh-based packer and farmer told Undercurrent.
This is because stocking was low by farmers from May onward, due to production problems and the price drop, he said.
Going by the above article, price of shrimps rising due to less shrimp production this season. Would be interesting to compare this against Avanti's feed sales numbers.
Disc: Major portion of portfolio.
OYO rooms has lot of equity backing up and operates in towns as well .OYO rooms definitely effects Byke kind of companies .
Had checked cement prices for different manufacturers on online portals like apnastock.com. The cement price in South India is still in an uptrend. Looks like realisations per tonne would be getting better this quarter.
I am sharing a lazy check list that i gathered from various source like dr vijay malik, jana, bakshi sir, investment check list book, pat dorsey book (5 rules), creative cash flow book, quality of earnings book, from some of seniors prof. neeraj ji(as we know :-)), brijesh(top forensic guy), value-pick(good business analysis) , capital market website etc.
varadharaj effort and others drag me to pull this check list to valupickr.
hope you guys may find use full. no credit to me. credit to all those mentioned investors.
have been @ valupickr since from 2010 as they had good info and screener.
CheckList.xlsx (131.6 KB)
Thanks,
Mahesh
This is from Polaris's Q2 filings
Scroll down to page 22 for finding specifics on Multix
http://ir.polaris.com/files/doc_presentations/2015/Q2-2015-PII-Earnings-Presentation-F.pdf
Key takeaways
MULTIX
Multi-Role Personal Vehicle
3 models to start
511cc diesel engine
MSRP ~ $3,600 - $4,500
Street legal in India
~30 dealers at launch
>200 by 2020
Start of production end of July 2015
Target market potential >60 million people
Small/micro business owners in India
Signed July 2012
50/50 Joint Venture in India
$27M Polaris investment to-date
Factory in Jaipur, India – 200,000 sq. ft.
JV expected to be profitable by 2018
Hi Diffsoft,
How to identify vendor over invoicing ?. please educate me. wish to learn.
The same i heard in Ester ind, they are doing OI.
Thanks,
Mahesh
Your last line puts the point in a nutshell.
Torrent remains attractive in the near term on the basis of valuations.
Ajanta is much more predictable. Next leg of growth though will come from US for Ajanta also.
