Company Data
Three cheers for Shilpa Medicare
Shilpa Medicare has made a new high at 345 today. We had initially discussed the stock on our blog here on 26th July, 2009 when the price was Rs 80. Hence the stock has given a gain of 331% in less than 1 year . The stock is now a 10 bagger from March lows. [...]
Poly Medicure – Aiming to global medical devices market
“In the next three to five years, our focus will be on safety devices market. We are expecting our revenues to grow from Rs 135 crore to Rs 300 to 400 crore by 2013″ - Rishi Baid, executive director, Poly Medicure Ltd We recently discussed about Poly Medicure which is one of the biggest exporter of [...]
Majestic Auto – Updates
We earlier discussed about Hero Honda and Majestic Auto at our blog and the valuations just keep improving. As expected, Hero Honda has appreciated from approx Rs 1,600 to Rs.1935 i.e. a gain of 21% in less than 5 months; while Majestic Auto is yet to follow. The current upside in Hero Honda is creating fresh [...]
BNK Capital – Hidden deep value
BNK Capital is a small finance company with experience of over several decades. The company provides brokering services across the various products such as equities, commodities etc and serves several HNIs and corporates. The interesting part is the market value of the investment the company holds. Some of the major investments are: As on 18th [...]
Jaihind Projects – Update
There’s a whole ocean of oil under our feet! – Plainview in “There Will Be Blood” (Oscar Winner) We had recommended the stock earlier on our blog here. Though the stock is up more than 65% now, it still has a lot of potential. The company had held an analyst meet yesterday and the updates [...]
Post Demerger impact of Asian Hotels – Unlocking the hidden value
Hi friends, this is exciting! Asian Hotels (which we recommended recently for its demerger news) has filed a document with BSE detailing the post-demerger financial aspects including the post-demerger balance sheet of the three new companies. We were flirting with the data to guess the post demerger scenario and here are the possibilities (provided in [...]
Manjushree Technopack – In depth snapshot
We covered Manjushree Technopack recently and the stock has shown a pretty good movement since then (as was expected). MTP (Manjushree Technopack) is one of the companies we have loved to work upon. Together with Donald and his esteemed team, we had collected all the data and did some very useful research and compared the same with [...]
Manjushree Technopack (MT)
This was the article in “Economic Times” which specially attracted Dad. At number one, in respect of brand value, it was none other than Coca-Cola, and on a bit of research, it was revealed that Manjushree Technopack (MT) was providing bottling services to them. Yeah, it became an instant favorite :D . MT is a packaging solutions provider with an experience of [...]
Excellent Q2 nos from Shilpa Medicare
Shilpa Medicare (reviewed on July 26) has posted fantastic Q2 nos. Few highlights are: Approx 54.00% rise in standalone turnover YoY & 24.20% rise QoQ. Approx 77.57% rise in standalone OPM YoY & 20.33% rise QoQ. NP = 12.62 Cr resulting into an EPS of 5.74. OPM very healthy around 31-32%. The loss in the [...]
Warm up to Q2 results
Quarter two results are are almost there, and we will keep our eyes on the stocks which are undergoing expansion and have come out with good Q1, yet available at cheap valuations. Focus sector is the pharma sector (as it is in the pink of health) and here are two stock ideas: Ahlcon Parentals: The [...]
