Tuesday, September 7, 2010


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.

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
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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