Hitesh portfolio

anil1820 · January 15, 2013, 2:42pm

Thanks

datta_6745 · January 15, 2013, 4:08pm

Get well soon Sir

datta_6745 · January 15, 2013, 5:21pm

Hiteshji,

How do you look at Bajaj Finserv?

The results have been coming out quite well.

~Supratik

jain · January 15, 2013, 7:47pm

hello hitesh ji,

i have observed from various post that your portfolio consists of pharma share to a large extent .

need your opinion on Aurobindo Pharma.how does share look @ 192 for 20 % rise in 3months.and is it suited for long term investment?

its gets very high no of approvals from us fda and recent quater was good.

regards,

Harshit Jain

rdx111 · January 16, 2013, 4:33am

Hitesh ji,

Wishing you a quick recovery.

hitesh2710 · January 16, 2013, 4:52am

looks quite good. even better is bajaj finance due to arbitrage opportunity due to rights issue. book closure is around 23-25 jan. one can hope for excess allotment and even by itself the company is good for longer term investment.

hitesh2710 · January 16, 2013, 4:54am

.need investment?its good.regards,

Harshit Jain

I dont track aurobindo so not much idea about its investment worthiness.

gigmepc · January 16, 2013, 7:57pm

Hi Hitesh,

Would like to know about your opinion about Sanofi India.

Its past performance was not great.But stock price was more or less steady.

Recently they have introduced reusable insulin pen called AllStar.How do you rate this product in indian market. Being an MNC do you see any moat in this?

Thank You.

hitesh2710 · January 17, 2013, 4:19am

gigme

not much idea about sanofi. So dont know about any moats or valuations of the company.

kamiKazi · January 18, 2013, 7:29am

Thanks Hiteshbhai.

landb · January 18, 2013, 8:55am

Hi Hitesh, 1] on ticker Indoco is looking weak…your take 2] any idea on Biocon, Prism, Selan Exploration

Krish123 · January 18, 2013, 9:21am

Hitesh,

How do you read the results of unichem? The NP margin has increased. However the sales of only 4% (YOY) inspite of getting some USFDA Approvals and better export market. Do you see any red flag here?

hitesh2710 · January 18, 2013, 10:10am

I think bcos of the run up of above 200 levels the expectations may have been higher. Otherwise on 9M fy 13 basis results look okay and company seems on track to achieve eps of close to 15. Cant see any red flags.

hitesh2710 · January 18, 2013, 10:13am

indoco seems steady around 62 levels. biocon is largely news driven. fundamentally a good stock but growth seems to be the problem. not much idea about selan or prism.

prashant_dby · January 19, 2013, 4:50pm

Hi,

Can anybody help me to advise if ador fontac has discussion thread. I have seen stock story and management q&a, but no thread.

Thanks for our help.

Regards

koti_4374 · January 20, 2013, 7:07am

Hi Hitesh,

I don’t know if ‘Anil Limited’ is alreadydiscussed here…want to knowthe future prospects of same…looks turnaround story-

)- Consistent revenue+Dividend+good share holding pattern…only problem is the expenditure moving in parallel with revenue leaving net profit stagnant.

Would be really helpful if you can share your thoughts on it.

hitesh2710 · January 20, 2013, 10:54am

alreadydiscussed here…want to knowthe

)-

hi

i had put it up on TED earlier but company seems to be piling up debt. Not too comfortable with that aspect of anil ltd.

There seemed to be better opportunities in markets so decided to exit it.

koti_4374 · January 21, 2013, 5:25am

Thanks Hitesh for your valuable inputs.

Krish123 · January 22, 2013, 10:38am

Hitesh,

How do yo read Symphony results? Are you seeing any negative in symphony apart from seasonal earning’s company?

hitesh2710 · January 22, 2013, 12:10pm

Symphony results seem to be quite good. current quarter has made up for the lacklustre first quarter. Now it needs to bse seen how the momentum is carried forward in second half.