Today’s management interview – http://www.moneycontrol.com/news/business/see-20-revenue-growthfy16-granules-india_3029561.html
Metformin (forms 27% of revenue currently) capacity is being increased nearly 4-folds.
Disc: invested
Posts tagged Value Pickr
Intellect Design Arena PICK for 2015 (11-09-2015)
HI all,,,
Had a look at this company ..the story seems to be going good.. but few questions come to mind..
1.. their biggest vertical and the one showing most growth is IGTB( transaction banking) and the reason is the market itself is expanding , Banks are spending more on transaction banking suites.
My understanding is they are integrating their IGTB product with banks incumbent core banking systems( correct me if i am worng)
What is stopping other well placed competitors( Infosys,TCS,Temenos,etc) from developing similar offerings?
And how well they are placed against their top competitors in this space :ACI ,Fundtech,Bottomline ??
2.The core banking software market seems to be mature, with lot of well entrenched competitors. And intellect’s product at the best is Top 5.
See http://www.gartner.com/technology/reprints.do?id=1-2GD9K69&ct=150525&st=sb&elqaid=582&elqat=2&elqTrackId=6231b676966146b98f4480ebeda1e2d7
3. Inusrance and RTM products yet to gain traction .
So how confident are we that the growth will come for 4-5 years.? for a shorter time frame 3-4 quarters , i think they have lot of deals in pipeline which will give growth.
NCL Industries – Resumption of growth? (11-09-2015)
So it seems that the “mutual understanding” is still intact. Whether they can maintain this for a year or two remains to be seen.
Aurobindo Pharma (11-09-2015)
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
NCL Industries – Resumption of growth? (11-09-2015)
@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
Avanti Feeds (11-09-2015)
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.
Byke hospitality – Truly asset light? (11-09-2015)
OYO rooms has lot of equity backing up and operates in towns as well .OYO rooms definitely effects Byke kind of companies .
NCL Industries – Resumption of growth? (11-09-2015)
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.
Forensics and the art of triangulation (11-09-2015)
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