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NSE Announcements on Lupin
Posted by :
MMB MessengerLupin Limited has informed the Exchange regarding a press release dated June 30, 2009, titled "Lupin Expands Branded Play; Announces Acquisition of Worldwide Rights for its first NDA - AllerNaze". A copy of the press release shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
BSE Announcements on Lupin
Posted by : MMB MessengerLupin Ltd has informed BSE regarding a Press Release dated June 30, 2009 titled "Lupin Expands Branded Play; Announces Acquisition of Worldwide Rights for its first NDA - AllerNaze"....
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange that the Allotment Committee of Directors at its meeting held on June 19, 2009 has allotted 3,11,816 fully paid up equity shares of Rs. 10/- each. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements)....
BSE Announcements on Lupin
Posted by : MMB Messenger
Lupin Ltd has informed BSE that the Allotment Committee of Directors at its meeting held on June 19, 2009, has allotted 3,11,816 fully paid up equity shares of Rs 10/ each, the particulars of which are as under:
1. Shares Issued upon : conversion of Zero Coupon Foreign Currency Convertible Bonds (FCCB) issued by the Company pursuant to the Offering Memorandum dated January 02, 2006
- No of shares - 293691
2. Shares issued upon : Exercising the options granted to employees under the stock option plans of the Company
- No of shares - 18125
In view of the above, the issued and paid up capital of the Company increased to Rs 831,458,860 consisting 83,145,886 equity shares of Rs 10/- each. ...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange that "the Company has granted 28000 options under Lupin Employees Stock Option Plan 2005 to its employees at the exercise price of Rs. 840.85 on May 29, 2009.Please note that one equity share of Rs.10/- each is covered by each option. The options issued are exercisable at the market price as defined in SEBI guidelines, in a phased manner after a minimum vesting period of 12 months but before the exercise period of 10 years from the date of grant"....
BSE Announcements on Lupin
Posted by : MMB Messenger
Lupin Ltd has informed BSE that the Company has granted 28000 options under Lupin Employees Stock Option Plan 2005 to its employees at the exercise price of Rs 840.85 on May 29, 2009.
Further, one equity share of Rs 10/- each is covered by each option. The options issued are exercisable at the market price as defined In SEBI guidelines, in a phased manner after a minimum vesting period of 12 months but before the exercise period of 10 years from the date of grant. ...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange that the Allotment Committee of Directors at its meeting held on May 27, 2009 has allotted 6120 fully paid up equity shares of Rs. 10/- each. These shares have been allotted upon exercising the options granted to the employees under the Stock Option Plans of the Company. In view of the above, the issued and paid up capital of the company has been increased to Rs. 828,340,700 consisting 82,834,070 equity shares of Rs. 10/- each....
BSE Announcements on Lupin
Posted by : MMB Messenger
Lupin Ltd has informed BSE that the Allotment Committee of Directors at its meeting held on May 27, 2009, has allotted 6120 fully paid up equity shares of Rs 10/ each. These shares have been allotted upon exercising the options granted to the employees under the
Stock Option Plans of the Company.
In view of the above, the issued and paid up capital of the Company has been increased to Rs 828,340,700 consisting 82,834,070 equity shares of Rs 10/- each. ...
Rakesh Jhunjhunwala`s Portfolio - March 2009
Posted by : BAZEEGAR
Observations:
· His top 5 holdings account for 63.24% of his portfolio and his top 10 holdings account for almost 86.44% of his portfolio.
· The average Market cap of the portfolio is around Rs 925 crores and the average PE is 16 times trailing. .
· The recent stock market crash this portfolio has seen a notional loss of around 70%. From the January highs.
· In the last quarter he has added to his holdings in Lupin, Agro Tech Foods, Autoline, Karur Vysa Bank. He has reduced exposure to Titan, Nagarjuna Construction, Provogue .
Companies with highest trailing PEs in the portfolio Titan and CRISIL have outperformed the other stocks in this super carnage.
· Some stocks in the portfolio like Nagarjuna Construction and Punj Lloyd are down by close to 80% from the peak but if one can survive the market he
can live to fight another day and that is precisely what Rakesh Jhunjhunwala is doing.
Companies like Titan, Pantaloon Retail, Crisil, and Praj where Rakesh
Jhunjhunwala has made most of the money are sector leaders. Karur Vysa
Bank has been a multibagger for him but as Buffett professes one need
not buy the biggest Bank to make most of the money.
· All the companies where Rakesh jhunjhunwala has made most of his money
started as mid/small caps and later grew with time. But the ones with
the smallest market cap Vadilal Industries has done nothing. This
indicates that small market cap is a necessary but not a comprehensive
tool for creating a multibagger.
· This portfolio has the latest market cap and the Price to earnings ratio as sourced from money control. The average 16 times! But most of these smaller capitalized companies in sectors that are scalable.
· The underlying theme in the portfolio remains domestic consumption (Titan and Pantaloon,), Infrastructure (Nagarjuna
Construction and Punj Lloyd) , pharma (Lupin and Bil Care) and financial Services (Crisil and Karur Vysya Bank.)
· It is hard to find a cyclical or commodity stock in his portfolio.
· Unlike the general investor none of these stocks are large caps in
the true sense of the definition. Of Course he could be holding future
positions in large caps but the point that I am trying to make is money
is made in small and midcaps onlyThe
notional losses that an investor can suffer are also the highest in
these stocks. It is very important for an investor not to convert these
notional losses in actual losses by selling the shares in despair.
· Most of these stocks are being held for over 5 years. Companies like Titan,
Pantaloon Retail fall in that category. Others like Crisil are being
held for as long as 10 years. – Clearly Time and not timing is the key
to these markets.
Titan or a Pantaloon a Nagarjuna Construction or Lupin the
sheer size of the addressable market is humongous. – Morale of the
story “See the Bigger Picture”.
· These shares are held by Rakesh and his wife Rekha Jhunjhunwala and form a
part of his disclosed portfolio. He could be holding more shares
through companies, trusts, proprietary accounts which are not in the
public domain. The details have been procured from BSE and
are from companies where he holds more then 1% stake.
Source :basant(equitydesk)
...
BUY WITH TARGET OF 800++
Posted by :
tanna_77My Target Achived book profit and wait for next week you might see stock should correct upto 720 level from there u start accumulat...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange regarding the disclosure in terms of the provisions of the SEBI (Prohibition of Insider Trading) Regulations, 1992, in respect of change in holdings of Equity Shares of Rs. 10/- each in the Company, of Officers of the Company. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange regarding the disclosure in terms of the provisions of the SEBI (Prohibition of Insider Trading) Regulations, 1992, in respect of change in holdings of Equity Shares of Rs. 10/- each in the Company, of Officers of the Company. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange regarding the Disclosure in terms of the provisions of the SEBI (Prohibition of Insider Trading) Regulations, 1992, in respect of change in holdings of Equity Shares of Rs. 10/- each in the Company, of Officers of the Company. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
NSE Announcements on Lupin
Posted by : MMB MessengerLupin Limited has informed the Exchange regarding the Disclosure in terms of the provisions of the SEBI (Prohibition of Insider Trading) Regulations, 1992, in respect of change in holdings of Equity Shares of Rs. 10/- each in the Company, by Officer(s) of the Company. The details of the same shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/Corporate Announcements). ...
Lupin down target=600....
Posted by : DUstocks
I had entered by taking 100 shares yesterday ... already seeing a profit of about 47 per share. I`ll go on buying (may be down-averaging, if necessary) till I hit 350 shares - then I will manage its risk with a shorted FUTURE (lot-size 350). Cheers, DU....
