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. … Continue reading Three cheers for 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 … Continue reading Excellent Q2 nos from Shilpa Medicare
We recommended SML in our blog on 26th July, 2009 @ 90. The stock has witnessed a fantastic upmove and has been hitting upper circuits since last few days. The stock was locked up at 161.70 today J At CMP, we advice small/partial profit booking but at the same time one shouldn’t underestimate the long … Continue reading Shilpa Medicare – Update
The company has come out with very good June Qtr nos and deserves a closer tracking. About the company and the business: Company has been expanding in the Oncology space and wants to be the largest Oncology API manufacturer in India apart from big formulation cos which do production for captive use. This space has … Continue reading Shilpa Medicare – A strong bet on Oncology
2014 has been an eventful year. At the macro level, we had a new government, an enthusiastic new leader, a great bull run… and at the personal level, we attended many more AGMs, read more books and met many great intellectual minds in the investing world. We had the highest ever visitors on both Dalal-Street … Continue reading Reviewing 2014
We wish you and your family a very Happy and Prosperous Deepawali. Samvat 2070 has been a great year for investors and the future looks equally promising. Lately, we haven’t been posting much because of the guidelines of SEBI on research analysts. The guidelines come at a needed stage as there is a lot of … Continue reading Wish you a very Happy and Prosperous Diwali
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
We are happy to share that we have got a mention in the April issue of Money Today Magazine.
We wish all our readers a very Happy & Prosperous Deepawali. May Goddess Laxmi shower her blessings, and Lord Ganesha shower happiness on all of us. Samvat 2069 ended on a wonderful note as the Sensex hit an all time high. We recommend our readers to take part in the Muhurat Trading session on this … Continue reading Happy Deepawali: Samvat 2070
“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