Topic: Pharma multibagger: CRAM Posted: 08/Sep/2006 at 12:11pm
Will CRAM emulate IT services?
My reasoning is that the competitive advantage which are available to IT services companies is available to CRAM companies also though scale of opportunities is slightly less (but good enough to create a couple of mutli-baggers).
Data secrecy may be an issue, but increasingly Global Pharma companies are outsourcing less critical services like IT.
Who can be potential candidates?
I did zero on Dishman pharma but sold when they tried to diversify into SEZ building as i did not understand rationale.
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 09/Sep/2006 at 10:51pm
Can you please throw some light on CRAM? What is it? A brief idea please?
Thanks
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 09/Sep/2006 at 11:49pm
Oh allright. Thank you. I dont have muc hidea of it but I am sure someone else on this forum can definitely throw some light on it.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 10/Sep/2006 at 5:31pm
Did you look at Vimta Labs It has run up since we discussed it at Rs 158 it is now at Rs 195 but from what ever I could make out it looks very good. Others I am not aware. ANy one from the pharmaceutical industry on this forum could provide more info on the same.
Edited by basant - 10/Sep/2006 at 5:33pm
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum
Here's why members would love to be a part of theequitydesk.com
Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
Live discussion forum wherein members can discuss the current Indian share Market trend,
BSE Sensex or the Nifty Index.
Have huge cache of information on Indian and World Share Market.
Analysis of Indian stock market, Global events, Investing insights, portfolio
management strategies and thoughts,
Meet investors from round the globe check their investing strategies share experiences and learn
for their experiences on stocks and shares, evaluate opinions on investing in India.
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
IP Logged
