Peepal Capital

Disclaimer: I am not a registered analyst neither an advisor. These are my notes on a listed company. Background This note is only a first order analysis just stating the obvious about the company which is visible to the eye at first glance. Derivative order effects can only be analyzed with deep dive and scuttlebutt. Intent is to have an overview of what the company does and how well is it doing. Best resource to read is on the VP Forum. Poly Medicure Limited is a company which was incorporated in 1995 and today is one of the largest medical devices manufacturer in India. It makes medical consumable products across the following: Infusion therapy Gastroenterology Anaesthesia  Respiratory Dialysis Surgery Blood Collection Systems & Management Renal Care Oncology Vascular Care Currently the revenue mix is broken as per the following. Courtesy Tijorifinance. I do not know the nitty gritties of each product line but I am sp...

The global markets seem to be having a pull back rally but recession is around the corner every 'expert' says. Over the next few quarters there could be a great time to pick stocks. Even a not so proficient stock picker like me will have the rub of the green towards me. So time to have a list ready and more importantly keep researching on them. In no way this is a recommendation. Below are a few stocks in a shortlist which I am currently studying. Please note I might have a very small position in a few of them already.