Dear @hitesh2710 Sir,
Any advise on how one should build portfolio for a small retail salaries investor. Dont have much money to buy in lumpsum but can go in a SIP route.
Thanks
Sunny
Posts tagged Value Pickr
Hitesh portfolio (15-10-2015)
Torrent Pharma Ltd (15-10-2015)
Torrent Pharma receives approval for Memantine Hydrochloride (along with Alembic, Jubilant, Unichem, Macleods, Aurobindo and Silarx)..
As mentioned by Ankit in his file on torrent key molecules, Memantine has a $1.4 bn size, though impact on Torrent will not be much as it will be a late entrant with four players already in the market and these 7 getting approval, leading to a competitive market.
Torrent Pharma Ltd (15-10-2015)
Torrent Pharma receives approval for Memantine Hydrochloride (along with Alembic, Jubilant, Unichem, Macleods, Aurobindo and Silarx)..
As mentioned by Ankit in his file on torrent key molecules, Memantine has a $1.4 bn size, though impact on Torrent will not be much as it will be a late entrant with four players already in the market and these 7 getting approval, leading to a competitive market.
Sutlej Textiles (15-10-2015)
Anybody has done any research on Sutlej textiles and specifically have any input on the management?
Syngene International IPO – Views invited (14-10-2015)
manish : apologies – will refrain from sharing in future . thanks for pointing out forum guidelines
Torrent Pharma Ltd (14-10-2015)
Thanks Hitesh and Raj for detailed response. Now, it makes sense why abilify contribution will go down from 2017 on-wards.
Torrent Pharma Ltd (14-10-2015)
Rajesh,
as Raj mentioned price erosion should be expected as more and more players get approval. Plus market share also will get reduced over a time.
The main thing here is to see how much the company makes in the limited competition period. And thats where players like torrent have got lucky and were in the right place at the right time. Alembic also benefitted but since it doesnt have its own front end marketing network in US, (which torrent has), it will have to share profits with marketing partner.
Hitesh portfolio (14-10-2015)
hitesh ji,
what is your view on page industries now at 80 PE?
Screener.in: The destination for Intelligent Screening & Reporting in India (14-10-2015)
Thanks for pointing, will check
Granules India Ltd (14-10-2015)
Thanks Anindya for correcting me. I missed the point.