Discover and read the best of Twitter Threads about #LUPIN

Most recents (16)

#Lupin Q3 FY22 concall highlights 💊💊

Like & retweet for better reach !

1. Revenue for the quarter stood at ₹4160.9 Cr (3.5% growth YoY). This was primarily driven by growth of US business where they saw a strong growth in Albuterol in which they now have a 20% market share.
2. They saw good growth in the majority of the markets including US, India, EMEA and APAC. Gross margins increased by 1.7% QoQ while they were down 0.9% YoY. This is because of higher input costs, sales mix and higher US sales.
About 0.5% of decline in gross margin is due to RM inflation and the rest is due to the sales mix.
Read 16 tweets
PPFAS AGM 2021 #PPFAS

8th edition.
@PPFAS

1/n
2/n

Soulful music by none other than @VijayKedia1 before the AGM kicks off

check this one: @vijaykedia1 at his best
When will PPFAS will launch a new scheme?

Only if, PPFAS is excited about putting their own money & can add value to investors

Right now, there is no plan to cut any more expense ratio.

#PPFAS
#NewFundoffer? nops
Read 63 tweets
This mindset fascinates me. When black people critique Hollywood for failing at representation for decades mostly white studios said we should stop begging to get into movies and "make our own". Now that is the go-to response for black people caping for problematic television
Pointing out the consistent erasure of MOC and the one sided diversity of straight and queer couples in high profile #Netflix shows amounts to "begging" for inclusion 🤔 Would he make that same argument about Afro-Latin erasure in #TheHeights ? That criticism was "begging" ?
@YouNetflix is part of a long standing theme in Hollywood where "diversity" means centering straight white men and adding a bevy of poorly developed sexually available WOC around them. It's a problem, it's not new but change only occurs when you point it out. But there's more...
Read 7 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
DERRIÈRE LE MYTHE D’ARSÈNE LUPIN, UN VÉRITABLE ANARCHISTE CAMBRIOLEUR !

– «Le droit de vivre ne se mendie pas, il se prend» Alexandre Marius Jacob–

#Arsène #Lupin #TravailleurDeLaNuit
La série française «Lupin» rencontre un succès mondial. Des dizaines de millions de personnes ont regardé les épisodes. Le héros, Assane Diop, va s’inspirer du personnage d'Arsène Lupin, célèbre «gentleman cambrioleur» pour se venger d'une injustice.
Sauf que derrière Arsène Lupin, il y a un homme bien réel, et tout aussi révolté contre la société que le personnage interprété par #OmarSy. Cet homme s'appelle Alexandre Marius Jacob, il était anarchiste et cambrioleur.
Read 20 tweets
Yuk kita mulai lagi utas nonton 2021.
#ReviewAlaRina 🍿🎬 Image
01. #TheFlightAttendant (4/5)
Mengawali 2021 dengan series yang bagusnya diluar ekspektasi. Gak baca review, gak liat trailer, dan ternyata langsung suka drama misteri yang dibungkus dengan dark comedy dari episode pertama ini. Anglenya gak monoton, music scoringnya juga keren. Image
02. #CobraKai3 (4/5)
Perseteruan Miyagi-Do dan Cobra Kai semakin menjadi di season ini. Beberapa tokoh masa lalu dimunculkan dan bikin senyum2 seneng nostalgia ke filmnya. Di season ini mulai banyak diceritakan masa lalunya John Kreese. Gak sabar mau ke season 4 nya ih. Image
Read 14 tweets
Respected all sir
I have observe that many times after high volume candle formed stocks price drop and that high volume candle's high is protected and break that high by another high volume candle only.

Here are some examples.
I have cover all large, mid and small cap stocks ImageImageImageImage
Some more examples
#adanigas
#eveready
#icicibank
#techm ImageImageImageImage
Read 55 tweets
Stocks for 15/09/20 Intraday

#INFRATEL
#JINDALSTEEL
#GRANULES
#ADANIPORTS
#CADILAHC
#LUPIN
#McDOWELL_N
#PEL
#RAMCOCEM
#JUBLFOOD

Based on NR7, Volume and Volatility concepts
Results of the Day : 4/10 Stocks gave tradeable moves

1/4 : #LUPIN : PROFIT : +1.6R

Price was consolidating below resistance. It broke in the first 5 mins with Volume and strong Closing. I took the trade this early because of these reasons ImageImage
2/4 : #PEL : BREAKEVEN

Price was below HTF resistance and had been rejected by it before multiple times. The day started with good volumes and strong candles. However, it once again got rejected by same resistance zone Image
Read 5 tweets
#AVWAP For Multibaggers

Rather Than Revealing All Small Secrets, Posting Some Weekly Charts In This Thread

Some Multibaggers, Some Duds, Some Great Companies But In Downtrend Currently

Common Theme - AVWAP Plotted From Last x Yrs High Candle

Many Will Figure It Out
Read 11 tweets
Stocks for 04/09/20 Intraday

#INDUSINDBK
#HDFCBANK
#SRTRANSFIN
#TVSMOTOR
#LUPIN
#PEL
#TORNTPOWER

Based on NR7, Volume and Volatility concepts
Results of the Day: 3/7 Stocks gave tradeable moves

1/3 : #TVSMOTOR : PROFIT : +0.6R

Posted about it in morning, Price was rejected by previous highs and gave good entry forming a Bearish structure.
Had to close for minor profits after a strong Bullish candle Image
2/3 : #TORNTPOWER : PROFIT : +1.1R

Similar setup, price rejected at Day's Highs and gave Bearish formation, hence a Short Entry.

Again had to close it early because of Bullish candles coming in with Volumes Image
Read 4 tweets
Stocks for 29/08/20 Intraday

#LICHSGFIN
#LUPIN
#UPL
#AMBUJACEM
#UJJIVAN
#SBILIFE
#CUMMINSIND
#AMARJABAT
#INDIGO

Based on NR7, Volume and Volatility concepts
Results of the Day : 4/9 Stocks gave tradeable moves

1/4 : #UPL : PROFIT : +2R

Price broke through previous resistance with good volumes
Bullish bias was decreasing due to decreasing Volumes. Exited after formation of bearish structure Image
2/4 : #INDIGO : PROFIT : +1.7R

After a Bullish start of the Day, price formed Double top and a Bearish structure.

Exit was done after it bounced with good volumes and a long tail Image
Read 5 tweets
Great news from #Lupin for Phase 3 data on #Solosec for Trichomoniasis. Its supplemental New Drug Application (sNDA). Solosec is currently approved by the FDA to treat bacterial vaginosis (BV) in adult women, so no safety concerns. FDA would look for good efficacy data (1)
Firstly, no new antibiotics are discovered. Humans are under a continuous threat against microbes. Solesec is developed by Symbiomix Therapeutics, Lupin bought it in 2017 for $150M

In the trial, 92% of patients achieved the primary endpoint versus 1.5% in the placebo group (2)
The cure rate was 95%(56/59) for Solosec versus 1.7% (1/60) for placebo. Well-tolerated, no serious adverse events were observed in the trial.

If approved, can get 10-year exclusivity. This is big. Most of the topline goes to the bottom line in patented drugs (3)
Read 4 tweets
Stocks for 14/08/20 Intraday

#RELIANCE
#HDFCBANK
#BPCL
#BAJFINANCE
#UPL
#LUPIN
#UJJIVAN
#GLENMARK
#ASIANPAINT
#PEL
#ULTRACEMCO

Based on NR7, Volume and Volatility concepts
Results of the Day : 3/11 Stocks gave tradeable moves. A great day for me since there was a lot of Volatility and I read the price action well.
1/3 : #RELIANCE

My best price action read today :

Price started Bullish but found resistance at 11th Aug high. Short trade taken after bearish confirmation and Exited as per my rules.

Tip #2 in pinned tweets was KEY in securing higher profits

+4.5R profits booked Image
Read 5 tweets
I have huge long position(100 lot as of now) in one Fno stock, price is 480.
Reason of tweet - will disclose why i tweeted this the moment price will hit 500.😋
this was the chart which is self-explanatory.
If small time frame doesn't help check daily, btw I didnt entered when high broken - but all the time near low and that explanation u should look for, why? ImageImage
have sold 30% and keeping 70% for a much bigger target - just waiting for it to close above 504 Image
Read 5 tweets
Capital Returns

Since the day Kenneth Andrade spoke about this book saying that it talks about his investing style - Balance Sheet Investing, I wanted to read it.

I am halfway through the book but I got so excited that I wanted to test it for the Indian market.

A thread.
Capital Cycle

"Excess invesments drive mean reversion"

1. Improving supply side causes returns to rise above cost of capital - share price outperforms

2. New entrants attracted by prospect of high returns - Investors optimistic
3. Rising competition causes returns to fall below cost of capital - share price underperforms

4. Business investment declines, industry consolidation, firms exit - Investors pessimistic

Underlying reason - Excessive extrapolation by Investors (be it growth or decline)
Read 18 tweets
- Pharma MNCs riding on innovation & operating in niche therapies (less competition), focus on few brand & enjoy premium pricing, 100% focus on India market.
- Indian cos; struggle with regulatory hurdles (US FDA), 70% revenue from overseas biz, currency & geopolitical risks. Image
Indian pharma companies are facing a lot of compliance issues. If current situation continues, they might not get approval of pending products which ultimately impact on topline of these companies
#Lupin
#AurobindoPharma
#Cipla

@caniravkaria @_N_U_P_K_Y
Pfizer Q2 sales 567crs vs 519 crs, net profits up 60% at 154 crs vs 96

As mentioned, Pharma MNCs are exceedingly doing well compared to Indian pharma players!!

#Pfizer
#Abbott
#Merck
#Sanofi
#Glaxosmith
Read 10 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!