Lupin Ltd.: Another Undervalued Generic Drugs Powerhouse
The common stock could be worth Rs. 1874 at 25x FY2018 consensus EPS estimate (33% potential upside). Using both forward EV/EBITDA and forward P/E...
277 Views
Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
102 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
207 Views
President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
240 Views
SillaJen IPO Part 2 - Growth Potential & Appropriate Valuation Level
* In Part 2 (as below), I summarized the growth potential and appropriate valuation level of SillaJen.Apparently, not many people are doubtful...
251 Views