Rupee-led fears overblown; Opportunity to accumulate We believe the recent underperformance by Pharma sector stocks and fears of a further downside due to strengthening Rupee are unwarranted from a long-term perspective – Underlying exports growth in constant currency remains very robust; Rupee appreciation-led translation/transaction losses to be a one-year affair; Base effect to play out […]
READ MORE »Posts tagged Pharma Stocks
Centrum Report On Best Pharma Stocks
We continue our positive outlook for the pharma sector due to expected improvement in performance in FY15. Our top picks for the pharma sector includes Lupin, Aurobindo Pharma (APL) and Pfizer. Lupin’s strong presence in the US and Japanese markets will generate good revenue growth. APL is likely to report strong growth in the US and European markets due to the acquisition of Actavis generic business. Pfizer is likely to benefit from the merger with Wyeth and field force rationalization. These companies are expected to give over 30% returns over CMP in one year
READ MORE »IndiaNivesh Research Report On Best Large-Cap & Mid-Cap Pharma Stocks
Coverage Pharma Universe to maintain the growth momentum, we expect revenue growth of 20.7% y-o-y in Q4FY14E: Robust performance of Indian Pharma companies is likely to continue in the current quarter also. Companies under INSPL Pharma Coverage Universe are expected to grow at healthy rate of 20.7% y-o-y in Q4FY14E
READ MORE »IPCA Research Report By Microsec
We rate Ipca Laboratories Ltd. a ‘BUY’. Our rating underpins the company’s
strong management, its strategy of focusing on global generic and API business and R&D activities. Company is also focusing on formulation business & therapeutic coverage especially in the fast growing lifestyle related segment
Karvy Research Report On Best Pharma Stocks
Domestic formulations: IPM growth for 4QFY14 (Jan 14 + Feb 14) is at 6.6% YoY, Companies that have witnessed higher than industry growth in 2M are Sun Pharma (+17.8%), Torrent (+15.7%), Zydus Cadila (+5.9%), Ipca (+26.6%), DRL (+4.5%), Cipla (+5.5%), Lupin (+12.4%), and Alembic Pharma (+12.1%). US market: Overall, there were 21 ANDA approvals in the US market. Lupin has got maximum 5 approvals in our space, Zydus Cadila has 4 approvals while DRL and Sun Pharma has got 3 approvals each. In midcaps, Ipca Labs has received 2 approvals while Alembic and Unichem have also got 1 approval each
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