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Growth
Sectors FY05 - Metals & Mining, Oil & Gas
& Utilities, Beverages & Food Producers, Telecom Equipment,
Banks, Capital Goods, Retail, Auto & Auto Parts, & Media Service
Sector - Hotels, Retailers, Courier Co,
Airlines & Travel is at start of Seasonal Growth. Pharma
Sector -Investors
seem to be putting money on this Sector not for their R&D effort but
for the investments into M&A or into Real Estate. WHY?? Pharma Companies developing
products for treatment of gastrointestinal
disorders - certainly a Good bet for Medium
& Long Term Biologic Drugs will be Off Patent in 2007 Pharma
Companies to lookout for in Q305 - Cadila,
Glenmark, Divi's Lab, Aurobindo Pharma, Matrix, Sun Pharma, Lupin, Cipla,
Hetero, Wockhardt, IPCA, Orchid
& Dishman. Strides
Arcolab - Company will shortly be strapped for
Cash & Liquidity with the multiple M&A under process. Consumer Durables Industry is facing further squeeze in
Profitability. Good Monsoon has made no difference. Dr Reddy
Lab - Molecules under R&D will be
profitable to shareholders only after 30 months or more. 74% FDI in Telecom will be of
benefit only to companies those who have strong valuations from FII. Retail
Sector - RPG Enterprises has 3.5
lac sqft space and a Turnover of Rs 321 Crores. How do the other Malls
match up. Entertainment
& Channels will show flat growth. Lack of "uniqueness" Services
Sector - Y-o-Y growth industries would be
Transport, Housing, Finance, Shipping, Couriers, & General Insurance |
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