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Uber like Aggregation Business

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Company is an aggregator which is similar to business models like Uber & OYO Rooms. The company has the platform which is much more efficient than the brick & mortar business model. Existing brick & mortar business is capital intensive, while the platform that the company has is negative working capital business. Hence this industry is ripe for getting disrupted. The company has tie-up with major e-commerce players like Amazon, Flipkart, etc. Recently company has expanded its capacity and hence the growth from here on can be steep.
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Pharmaceutical CDMO Company

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A CDMO business is a company that serves other companies in the pharmaceutical industry on a contract basis to provide comprehensive services from drug development through drug manufacturing. This allows major pharmaceutical companies to outsource those aspects of the business, which can help with scalability or can allow the major company to focus on drug discovery and drug marketing instead. Big Pharma companies are increasingly trying to develop alternative options for the US and Europe (given the high cost of manufacturing) and China (given the unpredictability associated with it). Management Commentary: "W e see several tailwinds in our business and as we start getting our new capacity on-stream, we expect revenues and profitability to grow faster in next several years. Our strong customer relations, new business opportunities as well as healthy product pipeline will enable us to renew our growth trajectory over the medium to long term." The company is into pharmace
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Stock for Short Term Gain of 30% - Free Stock

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The company has market cap of 1200 crores out of which 500 crores is cash and 0 debt. You are therefore getting this company for just 700 crores of enterprise value. Profits for this year will be at least 120 crores. Return on Capital Employed is 25%. The company is expected to come out with very good results for December quarter. Due to which in next 3-4 months we expect this stock to give 30% returns from the current level. Also there is a possibility of special dividend for this FY 2021 which can be about 10% of the current stock price. Loading…
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