THE GAME OF GUIDANCE AND PREDICTIONS - SAJAL KAPOOR & ADITYA KHEMKA
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- เผยแพร่เมื่อ 29 ก.ย. 2024
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Great Video with so much information. Amazed by the knowledge of the speakers. Would be great if the video could be broken up into segments...This would help viewers to come back to certains segments of the video when required.
Aditya and Sajal Sir view on various stocks and sectors -
Dishman: The speaker's view on Dishman is that it is a company with a history of failed turnarounds and poor corporate governance. He advises investors to avoid the stock and instead focus on companies with a better track record. [1, 11, 12]
Biocon: The speaker's view on Biocon is that the company's asset allocation has been suboptimal and they have been too aggressive in their investments without a clear understanding of the outcome. The speaker believes that Biocon has overcommitted capital in acquiring ventures and that the debt is too heavy for them to service. There is also a concern about succession planning, as the speaker mentioned that most of the talented people leave the company after a few years. Due to all these reasons, the speaker said that Biocon just doesn't fit their framework for investment and they advise staying cautious on the company. [1, 2, 3]
Zydus: Zydus is not directly discussed in this video.
Orchid: The speaker's view on Orchid is that it is too early to say. The speaker, Sajal Kapoor, advises to wait and see how the company performs organically over the next three years before making an investment decision. He says that many IPOs are disappointing initially and that Orchid is no different. He mentions that the company has acquired many businesses and that he wants to see organic growth before investing. [14, 15]
Strides Pharma: The speakers did not discuss Strides Pharma in detail.
Indoco: Speaker's view on Indoco is that it is too early to tell how the company will perform. He advises investors to wait and see how the company executes its plans before investing. He says that many IPOs are disappointing initially, but later turn around. He gives the examples of Laurus Labs and Glenmark Life to support his point. Sajal Kapoor also says that there is nothing new about Indoco's business model and that there are many companies in Europe that do the same thing. He believes that the company will need to show organic growth in order to be successful. [14, 15]
Laurus Labs: Aditya says that biocon has not been a good investment because the company has been bad at allocating capital. He says that they have been too aggressive in their investments and that the debt is too high for them to service. He also says that there is a talent retention problem at the company, which is a red flag. Overall, Aditya is not positive on Laurus Labs and would avoid the stock. [5, 9]
Deepak Nitrite: Speaker's view on Deepak Nitrite is positive. The speaker, Sajal Kapoor, mentioned Deepak Nitrite as an example along with UREA Fogg in the consumption discretionary space. He likes the management of Deepak Nitrite and believes the company has one of the highest gross margins in the industry. He also mentioned that Pratik Po, the CEO of UREA Fogg, is the best CEO he has ever seen in the Indian consumption discretionary consumption universe. However, he did not discuss Deepak Nitrite in detail and did not provide any specific financial advice. [8]
Infosys: The speakers did not discuss Infosys in detail.
Agri chemical companies: The speaker, Sajal Kapoor, does not have a positive view on agricultural chemical companies. He believes that it is better to invest in custom synthesis chemicals. Here are the reasons why he doesn't favor agricultural chemical companies:
Regulatory issues: He mentioned that the regulatory environment is difficult to navigate in the pharmaceutical industry, which also applies to agricultural chemicals. Companies can spend a lot of money to get regulatory approval and still be disappointed.
Unpredictable outcome: Even if a company gets regulatory approval, the outcome can still be unpredictable because competitor actions and other factors can affect success.
Less transparency: The agricultural chemical business is secretive, which makes it difficult to predict how well a company will do. Overall, he believes that the cost of compliance is high for chemical companies, and some companies may try to cut corners which can lead to safety incidents and reputational damage. Investors should be aware of these risks. [5, 9]
PSU (Public Sector Undertaking) companies: The speaker, Sajal Kapoor, is giving his view on PSU (Public Sector Undertaking) companies in the context of the Indian stock market. He mentions that PSU as a whole is expensive, but there are still some decent quality banks and businesses within the PSU basket that are not expensive. He specifically mentions PSU banks and cement companies as being good value. Here are some key points from the speaker's view on PSU companies:
PSU companies overall are expensive, but not all of them.
PSU banks are a decent investment as they have good balance sheets and business continuity.
Fors Laurus labs u have put biocon comments
Thank you.....Very informative....What like an opinion on Supriya Life-science....company outlook, management quality....is it a hold for 3/5 year time horizon....or any other options....
Through which app can we do dcf ?
Hi prince
Hi
Thanks for sharing. As usual a very educative and informative session. Both are brilliant and knowledgeable teachers. Learned a lot from them about understanding the Pharma sector . Grateful to both .
Glad you liked it.
After a long time someone has said something positive about Caplin point. After it crosses 20,000 cr market cap may be more numbers of people will join.
Aditya , krishna diagnostics is 100% reliant on government business . One compliance issue or one stroke of government issue will dent their business overnight . They should be diversifying to private diagnostic labs
47:00 - Natco Pharma
Love the guests who have immense knowledge. Always learn many things in every interview. Pls bring them more often....love and appreciate what you guys do... 🙏
Thanks
What are the consumption stocks Sajal sir talking about?
Mast conversation
Can we have this session on Screen ??? ❤❤
Surely shall try sometime.
Hi prince
What is best book/source to know about DCF
You can google or check investopedia for DCF
Brilliant explanation from Aditya sir at 50 mins.
Glad you liked
1:20:00 DCAL
1:29:00 Proxy consumption Idea - Chemicals - Moving into custom synthesis and CDMO.
1:35:00
45:00
Thank you Prince!!
You're welcome
Thanks
Glad you liked
Sajal sir had 9-10 names for tracking the business. He ended up saying 6. Balance 3-4 pending.
Which 6 ? 😁 bata do please
Suno Poora video. Nahi mil raha toh bataunga.
@@harry6161 eureka, jubilant ing, nocil, pratap and ?
Is UPL a pure commodity chemical or Agrochemical?
UPL is principally engaged in the business of agrochemicals, industrial chemicals, chemical intermediates, speciality chemicals and production and sale of field crops and vegetable seeds. Src: Screener
Thanks
Welcome
View on aartipharma
Anyone
Good business. Valuation is an individual task to find out. T