Respected Mahesh JI,
I was just going through Ur list of long term stocks I was interested to know about Ur view on Pharma stocks such as Alembic, JB chemicals, IPCA lab and Marksans Pharma.Since I feel Pharma as a sector should be very much included in our portfolio.
Regards
Tiger
1. Tiger ji I think PHARMA is not a right choice this time because when infrastructure share like HCC, PUNJ LLOYED, JP ASSOSIATE , PRAJ INDUSTRIES show rally then pharma sector share show a sideways movement and downtrend , so that is the right time when one could buy in pharma sector.
2. But I analyze all of your pharma companies for choosing best choice in these companies.
3. Alembic face value is 2 rupee promoter holding 63.48% and FII holding 8.20% book value 23.65 and CMP is 61 FY09-10 EPS nil
4. JB chemicals face value is 2 rupee promoter holding 55.54% and FII holding1.22 % book value 72.68 and CMP is 109.75 FY09-10 EPS 11.98
5. IPCA lab face value is 2 rupee promoter holding 46.22% and FII holding 6.48 % book value 69.86 and CMP is 288 FY09-10 EPS16.75
6. Marksans pharma face value is 1 rupee promoter holding 48.39% book value 4.41 and CMP is 4.50 FY09-10 EPS 0.11
7. so in my criteria no any pharma company look best choice at currant market price but in above 4 pharma companies I think IPCA LAB is better choice if available below 200 in any fall and marksans pharma at CMP, read my former article on marksons pharma in this link
http://sharegenius.blogspot.com/2009/09/marksans-pharma-high-debt-low-face.html
8. Alembic JB chemicals IPCA and marksans pharma is not in my personal holding but I hold morpen lab in pharma sector.
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