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In my last Saturday's posting on Panacea Biotec( HERE) ,I have mentioned about the interest of Serum Institute of India in Panacea .Today Serum Institute again bought 3,08,416 shares from open market.
I have another point to make about this company is that Bill Gates foundation also supports the company activities. There are appreciation letters from both Bill Gates and Warren Buffet in their annual reports. A business which is good for society in general. Sandeep
I am confused about wide difference in P/E of companies belong to same industries. Relaxo is trading at PE ~18-19 while superhouse is trading ~3.3 while both have margin ~5%. How market do consider re-rating ?
hi vp, when will you cover all the companies in indian stock market? this site is giving good information inside/outside about indian companies. may be a suggestion, could you write more contents on largecap stocks?
sir i bought suzlon at 19rs now came to 25. confused whether to book profit or not. Ur thought on it? i m willing to hold long term if u suggest. another question.. i had bought orient bell at 100 n ksb pumps at 220. still holding. what u suggest? thanks..
what is ur opinion on alok ind and skumar both stock are trading 5 year low price.....
ReplyDeleteI am not a fan of both these business groups.
DeleteI have another point to make about this company is that Bill Gates foundation also supports the company activities. There are appreciation letters from both Bill Gates and Warren Buffet in their annual reports.
ReplyDeleteA business which is good for society in general.
Sandeep
The company also spent 100 crores on buyback in 2008
ReplyDeletesir
ReplyDeleteany idea on what is happening about gei industrial systems and sundaram brake linings?? have been seeing a lot of preferential allotment in gei.
thanks in advance
dear vp sir , ur views on basant agro s q3 pls.
ReplyDeleteIn line with other companies from the same sector.
Deletehow do u see oriental carbon now after the result
ReplyDeleteDecember result was not so good.Expecting improvement going forward once the user industries revive.
DeleteDear Sir,
ReplyDeleteI am confused about wide difference in P/E of companies belong to same industries. Relaxo is trading at PE ~18-19 while superhouse is trading ~3.3 while both have margin ~5%. How market do consider re-rating ?
hi vp,
ReplyDeletewhen will you cover all the companies in indian stock market? this site is giving good information inside/outside about indian companies. may be a suggestion, could you write more contents on largecap stocks?
Appreciating your efforts, keep it up!
raghu
sir your view on banaras beads still a buy its working well...
ReplyDeletethank you
Hi VALUEPICK
ReplyDeleteDO you see any sense in trying to pick up BIFR companies which have had a scheme sanctioned? Raj
Insiders knowing Bambino results are selling? any idea
ReplyDeleteWhat a Blast in Panacea...........WOW!!! just WOW!!! I have become a big fan of this blog & its comments too. Your analysis is awesome!!!
ReplyDeletesir i bought suzlon at 19rs now came to 25. confused whether to book profit or not. Ur thought on it? i m willing to hold long term if u suggest. another question.. i had bought orient bell at 100 n ksb pumps at 220. still holding. what u suggest? thanks..
ReplyDeleteVP sir,
ReplyDeleteAny change in view on KSB pumps? Planning to enter in. It's quoting less than recommended price now.
Thanks!
KK
Good company only issue at present is the weak demand from user industries.But in small lots for long term
DeleteDear vp,
ReplyDeletePls share ur views on bhartiya international.
sir your view on tv18 broadcast after seeing a very good result
ReplyDeleteNot tracking it
Delete