Updates on the Quarterly Results – Q4FY14

First of all a heartiest congratulations to everyone for giving such a clear mandate. It was the need of the hour for our country and society to have a better and stable government. It is heartening to see that this time the election has been won on the agenda of development. From inaction and scams, … Continue reading Updates on the Quarterly Results – Q4FY14

Alembic Pharma Q&A and other updates

Alembic Pharma Management Q&A We have an US CEO who has been with us for last 5 years and assembled together a top Team in International Generics business. Success has come because of Product Identification ability. Year-wise market-wise plans are drawn up till 2024 We have built a strong IP Culture/Team over last 5 years … Continue reading Alembic Pharma Q&A and other updates

Updates from quarterly results and AGMs

“management’s indifference and shareholder negligence both worked on Warren’s behalf, for the fewer folks came to the show, the more valuable would be whatever knowledge he could wrest from the company.” – from The Snowball where WB talks on the importance of attending AGMs There is a lot of fear in the markets and several … Continue reading Updates from quarterly results and AGMs

Update on Quarterly Results

The third quarter of the financial year 2013 has generally been very weak. The common problem has been the demand slowdown and the pressure on margins due to inflation and competition. In most of the cases results have been below expectations. On the positive side, these challenging times are the best times to re-structure your … Continue reading Update on Quarterly Results

The Best Ideas and stuff of 2012

Welcome 2013!!! Hello Friends, we wish you and your family a very Happy & Prosperous New Year! 2012 has been a good year for our financial markets with the sensex gaining over 25% this year and beating all other asset classes. The best thing was that the mid caps (the area we focus on) outperformed … Continue reading The Best Ideas and stuff of 2012

Happy Diwali: Muhurat Picks and Quarterly result updates

Wish you a very Happy and Prosperous Diwali friends. Tomorrow is the Muhurat Trading session from 3:45PM to 5PM and we would recommend all our readers to take part on this auspicious day. Our muhurat picks are (in no particular order): Atul Auto Balkrishna Industries GRP Mazda Polymedicure We are also studying Maithan Alloys and … Continue reading Happy Diwali: Muhurat Picks and Quarterly result updates