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The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis

Topic: Ranbaxy Labs

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Author	Message
subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 18/May/2009 at 3:17pm
	There was this news that Hero Honda is going to replace Ranbaxy in the sensex...so expect Ranbaxy to fall. But does not look like market is looking into these things anymore due to the overall euphoria.
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manish_okhade Senior Member Joined: 20/Oct/2008 Location: India Online Status: Offline Posts: 1997	Posted: 23/May/2009 at 9:39am
	Daichi is planning to step down present CEO Malvinder Singh. I guess till leadership issues are getting sorted out and new leader comes up, one should wait. Seems to be a good contrarian call.
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subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 24/May/2009 at 12:35pm
	Link to Malvinder news put up by Manish is here The reason why Ranbaxy is rallying lately i think is here: Rupee windfall awaits Ranbaxy. Perhaps in the long term Ranbaxy will do well due to acquisitions of the kind Ranbaxy buys Ochoa's brand. The company has 3000cr of loot.
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subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 25/May/2009 at 10:26pm
	Markets reacted positively to Mr. Malvinder's resignation. As if he was the one who was falsifying data to FDA. Strange are the ways of Mr. Market. Edited by subu76 - 25/May/2009 at 10:26pm
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Hitesh Shah Senior Member Joined: 12/Oct/2008 Online Status: Offline Posts: 3656	Posted: 25/May/2009 at 10:37pm
	Whether we like it or not, the original owners being totally out of Ranbaxy is a positive
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subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 25/May/2009 at 10:43pm
	Sure...and Malvinder's exit was expected....who wants to hang around for peanuts when you have just earned 10K crores. Now it remains to be seen how Daaichi goes about handling Ranbaxy. This is like a software products company buying a software services company. Also, Daaichi's ROE track record is not very confidence inspiring. Personally i'll sell if they send Japs over to manage the show completly.
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equity analyst Senior Member Joined: 18/Jul/2006 Location: India Online Status: Offline Posts: 209	Posted: 26/May/2009 at 10:07am
	ranbaxy in the course of time would be de-listed from the indian exchanges. a change in name of the stock is also expected
	"Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home."
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subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 29/May/2009 at 1:30pm
	Daiichi CEO did mention that as his wish during the acquisition. For now Daiichi is struggling to digest Ranbaxy. I think they took a writedown on Ranbaxy already. I think it would make sense for Daiichi to buy the remaining 40% of Ranbaxy when it's on the cusp of good things. Edited by subu76 - 29/May/2009 at 1:31pm
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