Thursday, January 31, 2013

PANACEA BIOTEC - UPDATE

In my last Saturday's posting on Panacea Biotec( HERE) ,I have mentioned about the interest of Serum Institute of India in Panacea .Today Serum Institute again bought 3,08,416 shares from open market.

21 comments :

  1. what is ur opinion on alok ind and skumar both stock are trading 5 year low price.....

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    Replies
    1. I am not a fan of both these business groups.

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  2. I have another point to make about this company is that Bill Gates foundation also supports the company activities. There are appreciation letters from both Bill Gates and Warren Buffet in their annual reports.
    A business which is good for society in general.
    Sandeep

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  3. The company also spent 100 crores on buyback in 2008

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  4. sir

    any idea on what is happening about gei industrial systems and sundaram brake linings?? have been seeing a lot of preferential allotment in gei.

    thanks in advance

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  5. dear vp sir , ur views on basant agro s q3 pls.

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    Replies
    1. In line with other companies from the same sector.

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  6. how do u see oriental carbon now after the result

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    Replies
    1. December result was not so good.Expecting improvement going forward once the user industries revive.

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  7. Dear Sir,

    I am confused about wide difference in P/E of companies belong to same industries. Relaxo is trading at PE ~18-19 while superhouse is trading ~3.3 while both have margin ~5%. How market do consider re-rating ?

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  8. hi vp,
    when will you cover all the companies in indian stock market? this site is giving good information inside/outside about indian companies. may be a suggestion, could you write more contents on largecap stocks?

    Appreciating your efforts, keep it up!
    raghu

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  9. sir your view on banaras beads still a buy its working well...
    thank you

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  10. Hi VALUEPICK
    DO you see any sense in trying to pick up BIFR companies which have had a scheme sanctioned? Raj

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  11. Insiders knowing Bambino results are selling? any idea

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  12. What a Blast in Panacea...........WOW!!! just WOW!!! I have become a big fan of this blog & its comments too. Your analysis is awesome!!!

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  13. sir i bought suzlon at 19rs now came to 25. confused whether to book profit or not. Ur thought on it? i m willing to hold long term if u suggest. another question.. i had bought orient bell at 100 n ksb pumps at 220. still holding. what u suggest? thanks..

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  14. VP sir,

    Any change in view on KSB pumps? Planning to enter in. It's quoting less than recommended price now.

    Thanks!
    KK

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    Replies
    1. Good company only issue at present is the weak demand from user industries.But in small lots for long term

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  15. Dear vp,

    Pls share ur views on bhartiya international.

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  16. sir your view on tv18 broadcast after seeing a very good result

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