tag:blogger.com,1999:blog-735209523627178736.post3946117335052969570..comments2024-01-22T16:29:52.183+05:30Comments on Value Investing: An Intutive Approach to Investing: Piramal Healthcare- Gazing Through Crystal ball- Part 2Dhwanilhttp://www.blogger.com/profile/02537043667425952923noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-735209523627178736.post-74614105110198246792012-05-03T18:53:49.592+05:302012-05-03T18:53:49.592+05:30Hi Karun,
Frankly speaking, I have not gone thro...Hi Karun, <br /><br />Frankly speaking, I have not gone through the details of piramal life. However from the conference call transcripts of piramal healthcare, I get a sense that management is not focused on growing piramal life as aggressively as piramal health. Moreover, piramal life has sole focus on developing medicines from natural extracts only while chemical entities research will be done in piramal healthcare. I see limited upside (from business perspective and not stock price perspective) in piramal life. <br /><br />Best Regards<br />Dhwanil DesaiDhwanilhttps://www.blogger.com/profile/02537043667425952923noreply@blogger.comtag:blogger.com,1999:blog-735209523627178736.post-39253817735548346912012-05-02T23:47:26.769+05:302012-05-02T23:47:26.769+05:30Hi
What is your view abt Piramal Life?
Karun Sa...Hi <br /><br />What is your view abt Piramal Life?<br /><br />Karun SandhaZero Point SomeOnehttps://www.blogger.com/profile/12687303605569245335noreply@blogger.com