Monday, April 6, 2015

SML ISUZU / CAPLIN POINT LABOROTORIES / SMS PHARMA - UPDATES

SML ISUZU LTD - Recommended @ Rs.335 hits its life time high today @ Rs.1415 . Today company  reported  33% year on year growth in vehicles sales at 1,772 units for the month of  March 2015. Those with some risk appetite can still HOLD it

Recommendation Link HERE



CAPLIN POINT LABORATORIES LTD  - Recommended @ Rs.86  hits its life time high today @ Rs.1176 .Company now  informed the exchange that a license and distribution agreement has been made and entered by and between Caplin Point Laboratories Limited, India and Fresenius Kabi USA, . Under this agreement, Caplin Point shall be responsible for developing and manufacturing identified parenteral products whereas Fresenius Kabi USA shall be holding these ANDAs and commercialize the same in USA. 
Earlier suggested to book part profit to recover your cost . One can still hold the remaining quantity . 


 Recommendation Link HERE

SMS PHARMA LTD Recommended @ Rs.240 hits its life time high today @ Rs.650 .  Those with some risk appetite can still HOLD it .

 Recommendation Link HERE



Caplin Point Laboratories Ltd has informed the exchange that a license and distribution agreement has been made and entered by and between Caplin Point Laboratories Limited, India and Fresenius Kabi USA, LLC, a Delaware Limited Liability Company.
- See more at: http://www.indiainfoline.com/article/news-top-story/caplin-point-lab-enters-into-agreement-with-fresenius-kabi-usa-115040600017_1.html#sthash.TTi824vn.dpuf
Caplin Point Laboratories Ltd has informed the exchange that a license and distribution agreement has been made and entered by and between Caplin Point Laboratories Limited, India and Fresenius Kabi USA, LLC, a Delaware Limited Liability Company.
- See more at: http://www.indiainfoline.com/article/news-top-story/caplin-point-lab-enters-into-agreement-with-fresenius-kabi-usa-115040600017_1.html#sthash.TTi824vn.dpuf

57 comments :

  1. Dear Sir,
    I have few shares of LA Opala RG which is free of cost after booking profit as suggested by u.Should i hold or sell balance shares at cmp.
    regards
    Jitendra

    ReplyDelete
  2. Dear VP Sir I have a few shares of Bambino Agro. I would like to increase my exposure. But a thing which is causing concern is its high debt and servicing cost. Can I have your opinion on this?

    ReplyDelete
    Replies
    1. This Rs.260 Cr FMCG company is available at a market cap of just Rs.82 Cr .At what market cap you can expect a company like this ,if there is no negative in it.?

      Delete
  3. dear VP sir,
    can I purchase capital first @ current price, sir what will be the one year target.

    ReplyDelete
    Replies
    1. It already appreciated around 100 % from recommended level. I could not understand why investors are not interested to buy when a stock available at attractive valuation and their confidence increase only when it become double or triple !!. I am not a technical analyst to suggest on every new high and prefer to buy stocks available at attractive rate and wait with patience to reap benefit along with company's business growth .

      Target - who can fix a target in stock market and ensure the same will happen ?

      Delete
  4. Sir, I have apcotex bought @ 80 (FV 10). Should I hold this script? What's your future view on the same. Thanks.

    ReplyDelete
    Replies
    1. This stock suggested @ Rs.55 ( adjusted to stock split) which is currently trading around Rs.510. Though it already multiplied by around 10 times. those with some risk appetite can still HOLD it.

      Delete
  5. What is your view about MIC at these levels? No news about new contracts being picked up. Did notice conversion of warrants by Management and its associates

    ReplyDelete
    Replies
    1. Why you are in a hurry in case of turn around cases ?. Such cases will normally take long period and and suitable only for those with patience.

      Delete
  6. dear sir
    it is very surprise that your recommendations like granules, caplin and SMS pharma , all pharma scripts are running at very high growth. Do you think these pharma stocks can sustain to hold these gains or correct any sharp in future days after quarterly results.
    I heartily congratulate for your efforts towards small invetsor.
    best regards

    ReplyDelete
    Replies
    1. Pharma is still my preferred sector.

      Delete
    2. Dear Sir
      Thank you very much. I am holding all three stocks and didnot sell so far. At this point of time shall i keep all with out profit booking or some profit can be recovered equal to cost free.
      Appreciate for your valuble suggestion.

      Delete
  7. Dishman has not participated in this pharma rally. May be due to its choppy results. Can we expect sustainable growth from now. Please give your opinion to accumulate dishman.

    ReplyDelete
  8. Sir
    I would like your opinion on the depreciation of ruble and will it have an impact on the earnings of skm
    Regards
    Siddarth

    ReplyDelete
    Replies
    1. If my understanding is correct SKM not doing any business in Ruble , including Russian business.

      Delete
  9. Sir, need advice 4 Himalaya international after clarification letter from company. . .For accumulate at CMP.

    ReplyDelete
    Replies
    1. Let us wait and watch how their own marketing wing performing

      Delete
  10. Dear VP Sir,

    Thanks for your valuable stock recommendations. You have given confidence to millions of small investors like me. Sir, is granules a good buy around 90 levels or should I wait for a correction to buy below 90. I'm a long term investor and prepared to wait for 3-5 yrs or even more.

    ReplyDelete
    Replies
    1. Granules already multiplied by 11 times post recommendation ( Recommended @ Rs.79 before stock split ) . Suggesting just to Hold.

      Delete
  11. Dear Sir,

    Kindly share your future outlook about one of your indirect recommendation Talbros Auto.

    ReplyDelete
  12. Sir, in moneycontrol, there is a comment from valuepick asking to book partial profit in skm. Is that you or someone else.

    ReplyDelete
  13. Never suggested to book profit in SKM anywhere .Actually I believe ,its good time is yet to start and it is a hold for at least 2-3 years .They why I need to suggest to book profit ?.

    ReplyDelete
  14. Harishankar, check the id again. The false id is not "valuepick" but it is "valeupick" ;) Someone needs to create a false id which reads much similar to actual one, is itself appreciation of VP sir's amazing stock picking abilities! ;) You gotta be careful out there... not everyone in this world is as nice as you would want them to be.

    ReplyDelete
  15. harisankar, pls check its under the name valeupick ( e and u interchanged , some moron is trying to fool ppl ) and valuepicksenior ( another or the same moron ), avoid their messages.

    ReplyDelete
  16. Dear VP
    Do you track Kerala ( Cochin) based AVT natural products?
    All parameters like high OPM, high ROCE, high promoter holding, increasing sales looks good except not sure if the business is scalable or not. In case if you track this company the please can you share your opinion. Thanks!!

    ReplyDelete
    Replies
    1. This stock suggested before stock split and bonus and it already appreciated more than 100 % (Adjusted to Bonus & Split ) . For me , it is not a compelling buy at this point

      Delete
  17. Holding Capital first since you reco around 220.. should book partial profit or continue to hold sir.. Also your take on Kitex for long term ?

    ReplyDelete
  18. Dear sir,

    I bought Captial trust @98 six months back. Should I hold them or sell away.

    ReplyDelete
    Replies
    1. This stock suggested @ Rs.70 , which is currently trading around Rs.225 . Below average risk takers may book part profit

      Delete
  19. Sir, Please provide your views on Gujarat ambuja exports ltd.

    Regards,
    Kumar

    ReplyDelete
  20. sir please suggest outlook of Richa Industries.

    ReplyDelete
  21. Dear sir,
    If some stock is moving up 5 to 10% daily with a very low volume, what we can understand with this.
    Is it good or bad?

    ReplyDelete
    Replies
    1. For me , this is not the selection criteria of a good stock . Hence no comments.

      Delete
  22. I want to invest in agri sector and was searching your blog for ideas. Came across Heritage Foods owned by current CM of Andhra Pradesh (Chandrababu Naidu). Seems like a good bet. Any change in your views on 4 digit mark for the stock in the future?

    ReplyDelete
    Replies
    1. It is not a pure agri play . More than 95 % of income coming from dairy business.Adjusted to bonus issue stock already returned more than 120 %

      Delete
  23. Sir, your views on Deccan Gold Mines Limited?

    ReplyDelete
  24. Sir, How to search the stock updates given in comment section? Any standard format available?
    Thanks.

    ReplyDelete
    Replies
    1. use the following link

      http://www.searchblogspot.com/

      Put the search phrase along with " value-pick.blogspot.in " as below in the search window

      Eg : Reliance+value-pick.blogspot.in

      Delete
  25. Dear VP Sir,
    Appreciate your views on small cap pharma stocks.
    1. Nectar life sciences.
    2. Mangalam Drugs.
    Thanks.

    ReplyDelete
  26. Hello Sir, what is your view on acrysil india, it's right time to invest current level?

    ReplyDelete
    Replies
    1. I think I suggested this one at right time . ie , around Rs.115

      Delete
  27. Your recommendation "Astec Life" @ 57 has hit a all time high of 166 yesterday. Thank you for identifying this GEM.

    ReplyDelete
    Replies
    1. Not strictly tracking both,seems IPCA is exiting from Mangalam

      Delete
  28. Your view on kajaria ceramics.

    ReplyDelete
  29. Dear sir, I literally wait for second Saturday of the month. . Thank you for everything. . . U are unbeatable. . . .

    ReplyDelete
  30. Sir,
    Your view on CORAL Labs?

    ReplyDelete
  31. Vp sir,
    View on alok & rei agro

    ReplyDelete
  32. I am not posting as anonymous. I have been asking about himachal fibres and Ashok leyland for quite sometime.. Sorry VP ji, I generally don't trouble you much and search for the companies before asking you. I have searched for these companies and don't find them answered before. Thanks for you time.

    ReplyDelete
    Replies
    1. Not tracking Himachal Fibre

      In case of Ashok Leylans, already expressed my opinion more than once. Check the comment portion of any of the following links

      http://value-picks.blogspot.in/2015/01/samkrg-pistons-rings-ltd-racing-ahead.html

      http://value-picks.blogspot.in/2014/11/skm-egg-products-export-india-ltd-update.html

      Delete

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