Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Thursday, June 17, 2010

Shasun Chemicals & Drugs Ltd:-Call review(Buy/sell/hold,growth prospects and recomendation,news and results,target price and analysis,views,outlook)

The recomended link:-
http://www.arunthestocksguru.com/2009/02/shasun-chemicals-mint-money-here.html

Scripscan:Shasun Chemicals & Drugs Ltd
cmp:12
Traded in:Nse-bse

Story:Generic drugs and CRAMs producer Shasun Chem has been reduced to junk valuations. At the CMP of Rs 12,the entire company sells for Rs 60 crore. A valuation that reflects a virtually closed entity.The fact however remains that the corporate is running 5 units, with three spread over Coimbatore and Puduchery and two units in Britain.The Rs 400 crore entity has been impacted by a number of factors which include forex fluctuations and increase in price of chemical inputs imported from China. So much so that forex losses in FH2009 were Rs 20 crore and this was also the loss for the first half.However, the very factors impacting negatively in the first half are now improving,with the Rupee falling against the dollar and Chinese exporters cutting price of chemical inputs.The corporate has strengthened its contracts with Merck, Eli Lilly, Alpharma all innovator drug companies of the US. The Revenues from CRAMs will thus contribute substantially in the second half.The company is expected to witness significant improvement in growth outlook across segments.The companys Generic exports should drive near term growth aided by significantly enhanced exclusivity period profits in US markets (~$1.5bn exclusivity profits over next 3-4 years).It would be prudent to note that shasun"s CRAMS segment is set to gain traction with increasing emphasis on outsourcing to low cost Asian destinations by global pharma companies despite near term challenges.That should propel the company in the top league and give a booster to its growth.The revival in domestic business growth would support growth in generics and CRAMS for the company going forward.Weakening of rupee further reinforces earnings momentum in this export heavy sector.Strong growth, insularity to global slowdown, attractive valuations are some other factors which entails tremendous confidence.The company is expected to post 21% CAGR in revenues and 25% CAGR in earnings over FY08-10E.The company is insulated to the global financial turmoil and thus minimal impact of the global slowdown on revenue growth and profitability infact slowdown might even spur greater use of low cost generics.It is well supported by strong balance sheets and high operating cash flows. Investors with a one year view are unlikely to go wrong in this stock and can expect to see a price of rs 20 within the same time frame.

Present view:As can be seen Shasun has been a multibagger since the reccomendation and has moved up by over 630% since then.At present price of over 74 prospects looks good too.But making it investment free at the present juncture seems most prudent.Buy it below 60 levels.


Regards,
ARUN
9804589299
I can be reached at:arunanalyst@rediffmail.com

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner