tag:blogger.com,1999:blog-4508227071348714274.post8242910046929649280..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: GRANULES INDIA - BUYVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-4508227071348714274.post-56165168091752908812012-07-14T20:08:09.682+05:302012-07-14T20:08:09.682+05:30Dear Value Pick...
My question is why Wockhardt c...Dear Value Pick...<br /><br />My question is why Wockhardt cant command a valuation equal to CIPLA or LUPIN at 24 PE..?? I see wockhardt doing around 5000 cr sales and an estimated profit of around 750 cr in worst case. which translates into an upside of almost 90% in a year.... Also market likes companies that are growing and turning around ..even pays much higher PE for some days expecting more positives...Please paste your suggestions..Madshttps://www.blogger.com/profile/17651005403660858302noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-5467050577012267682012-07-11T21:31:55.986+05:302012-07-11T21:31:55.986+05:30Dear Kumar
Expecting bright future for Granules ....Dear Kumar<br /><br />Expecting bright future for Granules .No comments on figures.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-79845531845552345602012-07-11T21:29:33.973+05:302012-07-11T21:29:33.973+05:30Wockhardt - I think it is very late at this price ...Wockhardt - I think it is very late at this price .VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-48990824452170984412012-07-11T13:10:31.983+05:302012-07-11T13:10:31.983+05:30Sir, Read this on MC
"This is only the start ...Sir, Read this on MC<br />"This is only the start of a long journey.Currently the contribution of of API,PFI and Formulation to total turnover is almost equal (approx.30 % each) .But the percentage of PFI and Formulation will sharply improve from next quarter on commissioning of new facilities.Considering the higher NP margins of this sectors ,on 2000 Cr sales company will post 150 Cr net profit by next year which will translate an EPS of Rs.75/- .Based on current P/E of the company and the industry average p/E , price should be Rs.650/- . Leave it and take half of it , it should be at least Rs.325/0 which is almost three times from current price.Decide yourself ...."<br /><br />Do you agree with this? Looking forward to your valuable insightKumarhttps://www.blogger.com/profile/07695784179002527435noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-2349247051556073272012-07-09T10:21:47.077+05:302012-07-09T10:21:47.077+05:30Thanks for your insight. On the subject of Pharma,...Thanks for your insight. On the subject of Pharma, what are your views on Wockhardt. Basically its the 800lb gorilla of the Pharma Industry.rahulnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-16117678114698117702012-07-08T16:03:35.572+05:302012-07-08T16:03:35.572+05:30Thank you sir for your insight! Will accumulate. A...Thank you sir for your insight! Will accumulate. Appreciate your wise responseKumarhttps://www.blogger.com/profile/07695784179002527435noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-88031320651520462852012-07-06T21:21:15.082+05:302012-07-06T21:21:15.082+05:30Dear Kumar.
Your statement is not correct.Today G...Dear Kumar.<br /><br />Your statement is not correct.Today Granules low is around Rs.123 where its lower circuit is Rs.104/- In stock market all investors are not alike.Some will trade for peanuts and happy with that and some others have patience and belief in business and they are investing to grow with the growth of company.There is nothing unusual in a 5% fall after many days up move.Let weaker hands sell and move out .I have faith in this company and a buyer even at this level with a long term view.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-76029373201022662372012-07-06T15:24:31.412+05:302012-07-06T15:24:31.412+05:30Sir, granules hit LC today - a ny news? Can we buy...Sir, granules hit LC today - a ny news? Can we buy at these levels sir?Kumarhttps://www.blogger.com/profile/07695784179002527435noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-80873284750662543672012-06-28T22:43:02.913+05:302012-06-28T22:43:02.913+05:30Hello sir... jayshree tea has come down a bit and ...Hello sir... jayshree tea has come down a bit and has stagnated at Rs80/- is it still a buy now, could you pls reply.<br /><br />regards<br />Reshmareshmahttps://www.blogger.com/profile/15180522276260733573noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-53449484616177533622012-06-26T20:10:24.589+05:302012-06-26T20:10:24.589+05:30Promoters started to release pledge
See the below...Promoters started to release pledge<br /><br />See the below link<br /><br />http://www.bseindia.com/stockinfo/anndet.aspx?newsid=1228ee84-80a4-48a5-965e-d7abd041913d&param1=1VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-62242266099968682022012-06-26T17:02:15.611+05:302012-06-26T17:02:15.611+05:30Dear Valuepick - Current PE is at 7.8x. Pharma com...Dear Valuepick - Current PE is at 7.8x. Pharma companies of this size trade at around 11-12x. Do you see Granules reaching that target? Also what about the 60% pledge by the promoters? Is the pledge for supplanting the capex company is undergoing?Raghulnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-24998438023329753312012-06-25T14:14:18.818+05:302012-06-25T14:14:18.818+05:30Hello!
Can you advise which is a better bet from ...Hello!<br /><br />Can you advise which is a better bet from a medium to long term perspective - Vadilal or Tasty Bites?<br /><br />regards,<br />RajeshAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-25733860325873509932012-06-25T05:46:04.977+05:302012-06-25T05:46:04.977+05:30Not tracking SRF
For Diamond Infra , just read the...Not tracking SRF<br />For Diamond Infra , just read the below link before taking a decision:<br /><br />http://www.indianexpress.com/news/it-raids-on-firm-find-massive-tax-evasion/925244/VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-44179076941084906172012-06-24T16:45:10.591+05:302012-06-24T16:45:10.591+05:30Dear Sir,
Thanks for sharing all your hard work w...Dear Sir,<br /><br />Thanks for sharing all your hard work with others and giving us an insight into Company's which otherwise we would have never known.<br />Could you please advise me one best share if I have to choose between SRF, Granules India and Diamond Power and Infrastructure. <br /><br />Thanks in Advance.<br /><br />RoshanAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-27769223923393411742012-06-23T09:39:27.970+05:302012-06-23T09:39:27.970+05:30Sir,
Thanks for the recommendation. Your analysi...Sir, <br /><br />Thanks for the recommendation. Your analysis is quite reliable. Sometimes, I wonder how you keep a track of so many companies and more importantly know the updates before the price actually increases. <br /><br />If you could share some insights on this, that would assist a lot.Ketan Shahnoreply@blogger.com