Strides Pharma Science Ltd – Drug to treat Covid-19 ( Now Available at Discount )

Strides Pharma Science Ltd  closes   at ₹ 449.10  with  a  Gain     of    + 20 %   on    29-April-2020   with formation of  a  Green  Candle    on Daily  Price Chart.

Why to Consider it ?  The Company is to apply to Indian Drug Authorities to start necessary studies and make the drug available to patients in the country expeditiously for Covid-19.

Source : Media News

Valuations  : We are expecting that company will  post PAT of Rs. 262.10 Cr in FY2020  , Rs.345.6 Cr in FY 2021 & Rs. 434.80 Cr in FY 2022.

Company is now Trading at X1.3 of its Value. If we consider the above earning , it is Trading at X0.95 of its FY20 earnings ( Discount of ~5% ) & X0.72 of its FY21 earnings ( Discount of ~28% and X0.57 of its FY2020 ( Discount of ~47% )

Disclaimer : We are / may going to take exposure shortly.

Join Us at   Telegram #   https://t.me/TheNiftyNext

Data Source | NSE Website | Screener.In  | Capital Line | Money Control |

The author tracks economic, behavioural and corporate tends, hoping to gauge good avenues of return based on Fundamental Valuations of Stocks, a follower of EPV method. You can reach me/us at | Twitter # NiftyNext1 |  e-Mail : Mail@NiftyNext.Com  |  Tel +91 8802230836  |  Telegram # TheNiftyNext   |

Oberoi Realty Ltd – Will it emerge a Stronger Reality Player ?

Oberoi Realty Ltd  closes   at ₹ 327.85  with  a  Loss     of    -1.50%   on    28-April-2020   with formation of  a  SMALL RED Candle    on Daily  Price Chart.

“ Amid the nationwide lockdown, we anticipate sales volumes would have been impacted in Q4FY20E. Thus, we expect Oberoi' (ORL) sales volumes to de-grow 22.4% YoY to 1.12 lakh s q ft (lsf) in Q4FY20E. On the financial front, we expect topline to de-grow 41.8% YoY to | 333.3 crore on account of lower revenue recognition expected in Q4FY20E. Overall, we anticipate ORL net income will decline 48.0% YoY at | 81.0 crore in Q4FY20E.

Key Monitorable: : Progress on new launches such as Thane & Exquisite-III in Goregaon, progress on annuity portfolio, commentary on sales volumes expected ahead due to impact of lockdown .”  Quoted

Strength : The Company is  negotiating joint venture and joint development proposals with financial institutions which have invested in projects that are stuck due to financial mismanagement or have weaker brands that customers are weary of.

Valuations : We are expecting that company will  post PAT of Rs.81.00 Cr in Q4FY2020 with -48% decline on YoY and -45% decline on QoQ.

Oberoi Realty Ltd   Is now Trading at  X1.6 of its Value ( Last 4Quaters PAT is considered here )

Disclaimer : We are / may going to take exposure shortly.

Join Us at   Telegram #   https://t.me/TheNiftyNext

Data Source | NSE Website | Screener.In  | Capital Line | Money Control |

The author tracks economic, behavioural and corporate tends, hoping to gauge good avenues of return based on Fundamental Valuations of Stocks, a follower of EPV method. You can reach me/us at | Twitter # NiftyNext1 |  e-Mail : Mail@NiftyNext.Com  |  Tel +91 8802230836  |  Telegram # TheNiftyNext   |

Which Sector is now Risky?

High-risk sectors: Aviation, Ports, Seafoods. Gems & Jewellery, Microfinance Institutions, Shipping, Non-Ferrous Metals, Textiles (Cotton Spinning), Tourism, Hotels and Restaurants

Medium-risk sectors: Auto Ancillaries, Consumer Durables, Housing Finance Companies, Automobile OEMs, Logistics, Power, Electronics & Electricals, Private Sector Banks, Engineering, Mining, Public Sector Banks, Mutual Fund, Real Estate – Residential, Chemicals, Financial Institution, Healthcare, Pharmaceuticals.

Low-risk sectors: Agricultural Produce, Medical Products & Devices, Education, Seeds, Fertilizers, Sugar, FMCG, Telecom, Food & Food Products

Source : Media Report