Trading Tips - koolfriend4u

[koolfriend4u]

glenmark earned boh way shorted @ 258.15 & covered @ 255.1

 

[pshirurkar]

Mr koolfriend4u,
According to you what will be the medium term (say about 1-2 yrs) target for glenmark?

 

[koolfriend4u]

963 cmp

book full profit here @ 963 - 964 callgiven @ 977

 

[koolfriend4u]

Mr koolfriend4u,
According to you what will be the medium term (say about 1-2 yrs) target for glenmark?

My view on glenmark

Medium term for me is 6 months level - 210 - 270 level good support @ 180 levels

Long term 1-2 years : 340-400

Any fundamentalists, If am wrong in my view pls feel free to correct me.

 

[koolfriend4u]

      CO      EQ       BV    DIV    CPS     EPS     OPM    EPS-12   FV
    APIL     67.0    61.4  100   25.10   20.10    8.60   20.10      10
 AREVAT&     47.8    30.3   90   11.30    9.90   15.10   10.48       2

Basically I prefer APIL(Alstom), even though the fundamentals w.r.t AREVA are not
that great.

As columbus said APIL moves ahead with good momentum...nw 546

 

[koolfriend4u]

My view on glenmark

Medium term for me is 6 months level - 210 - 270 level good support @ 180 levels

Long term 1-2 years : 340-400

Any fundamentalists, If am wrong in my view pls feel free to correct me.

Fundamentals gone haywire
Reported net sales are above our estimate, and increased y/y by
19% to INR 5.4bn due to growth in specialty business especially
significant increase in domestic formulation business
Net profit is reported at INR 534.5mn vis--vis our estimate of
reported profit at INR 807mn due to foreign asset devaluation of INR
340mn and de-growth in high-margin business
We maintain our estimates and recommendation at Sell and reiterate
our target price of INR 144

 

[columbus]

Fundamentals gone haywire
Reported net sales are above our estimate, and increased y/y by
19% to INR 5.4bn due to growth in specialty business especially
significant increase in domestic formulation business
Net profit is reported at INR 534.5mn vis--vis our estimate of
reported profit at INR 807mn due to foreign asset devaluation of INR
340mn and de-growth in high-margin business
We maintain our estimates and recommendation at Sell and reiterate
our target price of INR 144

My only concern is, it is 1FV stock whereas SUN,AURBINDO,
REDDY and RANBAXY's are 5 FV stocks.

 

[deepakonroll]

Columbus,
What difference does that make(IFV or 5FV)??
Please can you explain.

My only concern is, it is 1FV stock whereas SUN,AURBINDO,
REDDY and RANBAXY's are 5 FV stocks.

 

[columbus]

Columbus,
What difference does that make(IFV or 5FV)??
Please can you explain.

1FV stock over 5 fv means 5 times more stocks.
Accordingly the ratios will be hit.

There are some people who choose stocks based
on EPS value.1 FV stock tends to have lesser EPS
(1/5 for same profit of a 5FV company).

One added advantage is more floating stock.

 

[koolfriend4u]

Hav anyone saw nelcast blast???


Res @ 48 level

main bolaa naa.... nelcast wil blast... now i can shout ;-)

jus joking..... patience pays simply......

nelcast Upper circuit.... 57.75