Pharma & Healthcare Q&A | Sajal Kapoor | 26.01.2024
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- เผยแพร่เมื่อ 16 ก.ย. 2024
- Pharma & Healthcare Q&A | Sajal Kapoor | 26.01.2024
Timestamps specific to Laurus are in the link below:-
11:40 (Bio and enzymes) ;
20:40 (Agro and Animal CDMO) ;
32:00 (Gross margin vs EBITDA of Laurus vs Glenmark Life).
The probability-payoff framework detailed in my new book was also summarized.
PS: Purely educational purposes only and no buy/ Sell/ hold recommendation. Pls consult your advisor for investing related decisions
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Another session full of wisdom. If you follow his sessions (Mr. Sajal Kapoor), you can easily connect the dots and you will find the chemical and pharmaceutical space much simpler to understand. Also, he will provide the future direction of the industry. He always shared his knowledge to help us to understand the space. I would also like to thanks Prince for continuously conducting such wonderful sessions.All the best. ❤
💯. Thanks
Timestamps specific to Laurus are in the link below:
11:40 (Bio and enzymes) ; 20:40 (Agro and Animal CDMO) ; 32:00 (Gross margin vs EBITDA of Laurus vs Glenmark Life).
Thanks Sajal for sharing your views
🎉🎉🎉
Thanks for an informative session.
Have you looked at CAPLIN LAB?
Can you please give your opinion?
1/ the management has been around for long , seen difficult times and always has been reachable
2/ migration is happening from a latam generic to US generic
3/ backward integration of API is in progress
4/ Excellent cash flows and balance sheet with high ROE
Thanks.for.sharing.
Thanks for watching!
Deep insight.
Superb session.
Kindly send book link
Book will be released in April
Thank you for sharing
You're welcome 🎉🎉
Thank you for the discussion …. Pls share details of the book …. Can’t find it online
It is due to be released in tentatively in April this year.
A humble request ..Can you please share the link to buy book which Sajal Sir is referring to ?
It'll be shared by him over his handle when book will be launched
Ok
Is Sajal sir’s book out and available for purchase? Can you please mention the title ?
Please wait for April for its release
Sigachi and supriya both are also in pharma sector. Looking stage 2 .... Your view on it.
Sadly not tracking either. No view. If you like the businesses just do some hygiene check on current Valuations you'll make better decisions then. If it's purely technical call, you can play with proper risk management including your targets & SL.
Pehli bar comments me book ka link mangte dekh raha hun 😅
Where I can get Sajal Sir book
Wait for its launch
Several times I asked regarding this but surprisingly no response given. ..
name of book pl
Will be updated when released in April this year
Thanks for this session. ..but why you didn't discussed UPL..? Are you didn't want to discussed beyond your portfolio stock?
Listen to other conversation wherein business view on this has been shared. Thr session on chemicals has covered it.
I would advice you be careful with your words. Do I have any obligation to get you answered on specific stock ?
@@accidentalinvestorprince TH-cam ka Don lmao
@@accidentalinvestorprince Nice reply Prince bhai
Befitting reply 😂