Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

MS on DRL (healthcare conf takeaways)
Over Weight, TP Rs 5099
gRevlimid launch should help stem erosion in US
F24 should benefit from a strong ruble
After sequential fall in 1Q US biz, co now expects to grow this biz over next several qtrs
India biz should grow 100-200bps ahead of market

Stock:
Source: Link
Date:

No Comments Yet

Leave a Reply

Your email address will not be published. Required fields are marked *

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 509 other subscribers

RSS Stocks Talk Forum

  • Protean eGov is a unique play on digital public infrastructure. Buy for TP ₹2510 (24% upside)
    Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core businesses provide stability. New age businesses open up plethora of opportunities. Buy for TP ₹2510 (24% upside) Download research report... Protean eGov is a unique play on digital public infrastructure. […]
  • Saurabh Mukherjea has shuffled his PMS portfolios
    Saurabh Mukherjea has shuffled his PMS portfolios. Bajaj Finserv & CMS Info are added to the Kings of Capital portfolio. Ahluwalia Contracts is added to Rising Giants portfolio while Clean Science is added to Little Champs. Eureka Forbes is exited as there is intense competition ... Saurabh Mukherjea has shuffled his PMS portfolios
  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!