Rakesh Jhunjhunwala's Fav Pharma Stock Is An 8-Bagger in Just 24M

26/08/2016
RakeshJhunjhunwalasFavPharmaStockIsAn8BaggerInJust24M.ItIsOnEveryonesBuyListNow!
Rakesh Jhunjhunwala
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Rakesh Jhunjhunwalas Fav Pharma Stock Is

An 8-Bagger In Just 24M. It Is On
Everyones Buy List Now!
Sep6th
2015
WrittenbyArjun
3Comments
RakeshJhunjhunwalassheermasteryinstockpickinggoesunnoticedbythehoipolloi
becausetheBadshahmaintainsadignifiedsilenceanddoesnottomtomhis
achievements.However,weneedtopaytributetotheBadshahbecauseheisan
inspirationtousthatwecanalsoachievesimilarsuccessifwewalkonhispath
JuniorBlueChipStocks
4StockswithaUniqueCombinationofSafetyandSolidReturns.
OurStocksTalkForumalreadyhas1500+investorshaving
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AtulSuri,RakeshJhunjhunwalasrighthandman(onthetechnicalsside),
oncerightlysaidthatstocksinthePharmasectormaketheideal
investmentbecauseoftheirsteadygrowthtrajectoryandultralow
volatility.Pharmastockshaveeffortlesslybecomesuperdupermultibaggers
overtheyearsandwillcontinuetoshowstellarperformanceeveninthe
foreseeablefuture,AtulSuriemphasized.
RakeshJhunjhunwala,theBadshahofDalalStreet,isobviouslyabelieverin
thistheory.HisportfoliocomprisesofthreetopqualityPharmastocks.The
http://rakeshjhunjhunwala.in/rakeshjhunjhunwalaportfolioaurobindopharmafav8baggerpharmastockisoneveryonesbuylistnow/
1/6
26/08/2016
flagshipoftheportfolioisLupin,ofwhichtheBadshahholds65,27,605
shares,worthamindbogglingRs.1213crore.AurobindoPharmaisthe
nextcrownjewelstockofwhichtheBadshahholds40,00,000sharesworth
Rs.289crore.ThethirdisFortisHealthcare.TheBadshahholds50,00,000
sharesworthRs.78crore.
SearchByCategory
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stocks
HowtoAvoidLossandEarn
ConsistentlyintheStockMar
INR398.00
ItisunbelievablethatAurobindoPharmahasbeenan8baggerforRakesh
Jhunjhunwalainjust24months.TheBadshahrevealedthathehadbought
AurobindoPharmainaninterviewtomoneycontrolon07.09.2013.Hesaid
IhaveboughtsomeAurobindoPharma.Iamverybullishonit.
(146)
BeatingsecretsofIndianStock
Market:Forthosewhowant
(5)
Viewall74700+resultsonAmazon.in
ThereisevidencetoshowthatRakeshJhunjhunwalaboughtAurobindo
PharmaevenearlierbecauseinJune2013,hewasspottedatthe
companysinvestorsconferencegrillingthemanagementwithsomehard
questions.
However,evenifwetake1stSeptember2013asthedateofpurchase,the
Badshahhasearnedagainofnearly700%onhisinvestmentinAurobindo
Pharma.
DaljeetKohlikeepsakeeneyeonPharmastocks.Hishashugewinnersto
hiscreditsuchasAjantaPharma,AlembicPharma,ShilpaMedicare,JB
Chemicalsetc.Asexpected,hewasamongthefirsttospotthepotentialof
AurobindoPharma.Herecommendedabuyon7thJune2012whenthe
stockwasavailableatathrowawaypriceof55.Sincethen,thestockisup
aneyepopping1214%.
Sincethen,Daljeethasbeenperiodicallyrecommendingabuy/holdof
AurobindoPharmadependingonthevaluations.Asthestockhadrunupa
bit,headvocatedcaution.However,inhislatestreportof28thAugust
2015,hehasrecommendedabuyonthebasisthat:
AurobindoPharmareceivesUSFDAapprovalforEntecavirTabletsmaintain
STOCKS TALK FORUM

JBCHEMICALRESULT
JBCHEMICALSQ1PATRs.50crvs
Rs.40cryoytodaystock+6.19%Rs.
331.25
jbchemical
Pleaseposturviewsonjbchemicals
......mplanningtobuyitfor3year
horizon...soplzsuggestme
LATESTBUSINESSNEWS
KarnatakaBankbagsIDRBTBanking
TechnologyawardIthasbaggedthe
covetedBestBankAwardfor
EvangelisingTechnologyAdoption
amongSmallBanksKarnatakaBank,a
premierprivatesectorBank,has
baggedthecovetedBestBankAward
forEvangelisingTechnologyAdoption
amongSmallBanks,institutedby
InstituteforDevelopmentandResearch
inBankingTechnology(IDRBT),
Hyderabad[]
BUYwithpricetargetofRs871
USFDAhasgrantedfinalapprovalforgenericversionofBaracludetablets
(0.5mgand1mg),ofBristolMyersSquibb,toAurobindoPharma(ARBP).
BaracludeisindicatedfortreatmentofchronicHepatitisBVirusinfectionof
theLiver.ThemarketsizeofthisproductisaboutUS$294mnfor12M
endingJune2015,asperIMS.
SUBSCRIBE TO NEWSLETTER
Enteryouremailaddress:
Ourview:
Giventhe4player(includinginnovator)market,weexpectthistobelimited
SUBSCRIBE
competitionproductforARBP.Considering20%marketshareand30%
priceerosion,weexpectARBPtogarnerUS$33mnfromthisproducton
annualbasis.
Valuation:
AtCMPofRs744,thestockistradingat20.4xFY16EEPSofRs36.4and
17.1xFY17EEPSofRs43.6.WeconsidergBaracludeaslimitedcompetition
opportunityforARBP.However,wemaintainourestimatesforFY16and
FY17aswehavefactoredtheupsidetosomeextent.
RECENT POSTS
PrashantJainsNetWorthSurgesToRs.
100CrDueToMasterfulStockPicking
MudarPatheryaRakesInHeftyGains
FromKennethAndradesFavStockAnd
RecommendsFourUnderdogStocks
PrashantJainsAggressiveBuyBreaches
DaljeetKohlisTargetPriceForAnil
KumarGoelsFavStock
2/6
26/08/2016
WeremainpositiveonARBPonthebackofincreasedfocusondifferentiated
products,robustANDApipeline,ongoingeffortstowardsturnaroundof
ActavisaswellasNatrolandincreasedR&Deffortstowardspeptides,
microspheresandhormones.WemaintainBUYwithpricetargetofRs871,
VijayKediasFavBlueChipStockHas
TheCredentialsOfAPowerhouseStock
ThreeTopQualityMidCapStockPicks
OfSandipSabharwal
basedon20xFY17Eearnings.
RaviDharmashiofValueQuestisalsoastrongbelieverinthemeritsof
AurobindoPharma.HeopinedthatAurobindoPharmasmarginsat19%is
acredibleperformancegiventhattheyhadabigcontributionfromone
particulardrugCymbaltainthepreviousquarter.Sothisisanormalised
caseofearnings.NowtheirEuropebusinessisperformingatasubstandard
margins,whichisabigkicker.TheEuropebusinesscanreallysurprisein
Aurobindoscase.
CitiResearchismostbullishaboutAurobindoPharmasprospects.Ithas
recommendedabuywithatargetpriceofRs.1120,whichisnearlya50%+
upsidefromtheCMPofRs.724.YoucanseeatalkbyPrashantNair,Citis
analyst,whereheexplainswhyAurobindoissoalluring.
CitiResearch
RECENT COMMENTS
StockMarketTipsonMudarPatherya
RakesInHeftyGainsFromKenneth
AndradesFavStockAndRecommends
FourUnderdogStocks
pinooonPrashantJainsNetWorth
SurgesToRs.100CrDueToMasterful
StockPicking
aalokshahonPorinjuVeliyathRakesIn
BigBucksAsAUMOfPMSSurgesToRs.
220CrAt32.9%CAGR
VenkyonPrashantJainsAggressive
BuyBreachesDaljeetKohlisTarget
PriceForAnilKumarGoelsFavStock
NesfieldBSangmaonMohnishPabrai
GrabsAnotherChunkOfHisFavourite
4BaggerStockWithLimitedDownside
Prashant
Nair
INFO
RESOURCES
BhaveshGandhiofIIFListhelatesttofallforthecharmsofAurobindo
Pharma.Inhislatestreporthehasrecommendedabuyonthebasisthat
Webelievecompanyisclearlybuildingadifferentiatedproductportfolio
withlargesubsegmentswithinthecomplexgenericsspaceasmentioned
aboveaswellasfocusonvaccines(especiallyPCVwhichisalimited
competitionproductwithUS$5bnbrandedmarket)andinhalers.We
forecast22%EPScagrandmarginrampupof~270bpsoverFY1517E.BUY
fora912mthtargetofRs960,basedon24xFY17EEPS.
Atthisstage,youmustcheckwhetheryouhaveanyPharmastocksinyour
portfolioandwhetheryouhaveallocatedproperfundstothesestocks.
AssumingyouneedtoaddmorePharmastockstotheportfolio,youshould
alsotakealookatthefoursmall/midcapstocksrecommendedbyMotilal
Oswalaspotential100baggersintheir19thWealthCreationStudy.
ThesefourstocksareGranulesIndia,ShilpaMedicare,AartiDrugsand
SuvenLifeSciences.Therearedetailedresearchreportsavailableforeach
stockwhichwillhelptotakeaninformeddecision.
3/6
26/08/2016
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3 Comments
kharb
September6,2015at5:34pm|Permalink
Althoughstockhasgivenmultifoldreturnfromlevelsafter
stockwasdrageddownbycontroversysurrounding
permotersofAurbindoPharmacrossconnectionwithJaganmohan
readyofYSRcongressandallegedpoliticalconnectiontoYSRReady
formerCMofAndhra.CBIhadchargesheetedforfavoursandAurbindo
Pharmawasunderprominenceforallthewrongreasons.Soqualtyof
managementcannotbecomparedwithSunPharmaandLupininmy
4/6
26/08/2016
managementcannotbecomparedwithSunPharmaandLupininmy
view.
Reply
Sumit
September7,2015at8:11pm|Permalink
IdidntknowMr.JhunjhunwalahaveinterestinFortis.I
wasafraidofFortisbecauseofitsconnectionwithRanbaxi..
ButnowIwillhaveabetterlookatFortisagain.
Reply
Kamalakanta
December27,2015at6:53pm|Permalink
Weonlycometoknowthesestocksafter1/2yearswhen
whenacepickersalreadypurchased()CantUdailyinform
usthepickbyezperts
+
Reply
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Disclaimer:ThisisaFanSiteinRakeshJhunjhunwala'sname.RakeshJhunjhunwalaisnotassociatedwithusandisin
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26/08/2016

Rakesh Jhunjhunwalas Fav Pharma Stock Is

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