Stock advisory advise only to their paid subscribers, why do you expect to see it in news
okieā¦ i didnāt knew it was a paid adviseā¦
let me know in case you come across any reportsā¦
i believe in week or twoā¦ after paid clientsā¦ they publish the report tooā¦ for public recommendations
sunidhi securities retail desk released a report on lincoln dated 27 feb
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http://forum.valuepickr.com/users/nikhilbora nikhilbora
February 28
If you get a copy of that report can u pls update it here for reference. Thanks in advance
http://forum.valuepickr.com/t/lincoln-pharma-the-next-mid-cap-pharma-in-the-making/3294/74 Visit Topic or reply to this email to respond.
In Reply To
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http://forum.valuepickr.com/users/ishank Ishank
February 28
sunidhi securities retail desk released a report on lincoln dated 27 feb
http://forum.valuepickr.com/t/lincoln-pharma-the-next-mid-cap-pharma-in-the-making/3294/74 Visit Topic or reply to this email to respond.
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Is this report free for all or it is a restricted one? If it is the restricted one, then you can not share it on the public platform. Please check & take action.
This is like any other sell-side broker reports available freely. I got it for free as a forwarded email.
All pharma companiesā margins reduced significantly so same is expected from Lincoln pharmaā¦Price is in down trend due to expectation of bad results onlyā¦So it is better to take decision of buy sell after result as there is high chance of lower circuits if result has anything wrongā¦
Disc: not invested, tracking from long time
Breaking News -
Government of India is now totally closing the Third Party Manufacturing and Loan Licence Manufacturing in Pharma industryā¦
Initiative taken to Improve the Quality of Medicines.
Source - CNBC
How would yhis impact lincoln?
Companies like Lincoln will now be forced to set up their manufacturing and now this could be a positive if the execution is good
what does you comment means?..they already have manufacturing facilities
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They donāt manufacture all of their drugs.
Does anyone know when are the Q2 2018 results expected? Tried to search for it but couldnāt find any date anywhere.
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So finally Lincoln has declared date for BoD meeting and H2 2018 results. It is 12th December 2017. I wonder what could be the reason for so much delay? Last year it was November mid, if I can recall correctly. Does anyone have any idea about the reason behind this delay?
adhering to the new accounting standardā¦
Thanks! Still, it seems to be quite delayed considering the fact that most of the other companies are out with their numbers. There are some rumours about Lincoln forming a subsidiary related to financial services (NBFC). This is too strange for me to understand if it is at all true. Does anyone know if there is any truth in this or just careless rumours?
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As per BSE announcement Lincoln Pharma has incorporated a NBFI firm called Savebux Finance. To me it sounded a bit strange as NBFI is a non-core business. But if you seen Piramal Enterprise, it was earlier a pharma company and then went into various other sectors and created wealth for its investors. I am not saying Lincoln will be next Piramal or so but it stating similar instance.
Note: invested
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Thank you for the info. Yes, indeed sounds very strange.
Lincoln does not manufacture all of itās products and as per the new policy from Indian Govt. all pharma companies would required to manufacture in-house. So is this NBFI move is to completely change the scope of business from Pharma to finance? I am trying to search how much production happens in-house and how much is third party. That could give some clues before the H2 presentation and/or con call, if it takes place.
Results announced 
Consolidated Sales up 18 % YOY
PAT up 27 % YOY
Consolidate EPS Q2 = 5.65
Results seems decent. Any one still tracking this stock.
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Yes, results are good, additionally I think they had a good control over their expenses this time
Yes.The positive sign of this quarter results has been it seems the Company has recovered from GST related impact and back to to its previous level of growth.