Check the Fundamentals and narrow down

Hi Sanjay,

The new screener is being built from scratch….hence some of these features will take sometime to come back.

Regards,
Ayush

That makes sense, and its reflecting in NPA increase of manappuram for last 5 years. However gross NPA is still 1% of total assets which is noway near alarming levels and doesnt alone justify such low P/B valuations. There is more to such low valuations than risky assets, and may be regulatory uncertainty is keeping things low. For eg: Gold monetization scheme will hit their business, so certainly headwinds facing gold finance business.

Disc: Invested at CMP.

Hi,

The export to excel button seems to be missing.. have i done something incorrectly?

Has it been removed? I would attach an image, but I don’t see an attach option.

Please help!

Thanks,
Sanjay

Wednesday, Sep 09, 2015

@Vivek_6954

If venturing into commercial manufacturing is successful, then 5 years post start of commercial manufacturing, opportunity could be huge for this company…..It will not be right to put any number to it but one can gauge the size from the fact that industry itself is likely to grow in double digits in foreseeable future.

Getting associated with an innovator for NME takes atleast 8-10 years of trust building….forget here the high quality standards you need to maintain and multiple inspections that you need to clear not only from regulatory authorities but also from the innovator.

Just wait for Sep.’15 shareholding vivek, its not far away…..we might find good institutional holding in that shareholding disclosure. With rgds. to Columbia Pacific, you can find its details on https://www.columbiathreadneedleus.com ….its heartening to see the fund investing more than 3 % of its corpus in Syngene……the fund seems to be a long term investor with many bluechip names in its holding….

Rgds.