Eventful week that needs a lot of summing up...
Midcap Pharma more focused on CDMO and API went on an absolute ride..hopefully most people made money.

Laurus will continue to power ahead based off results + coming expansion

Sequent might slow down, for me its fair value now.

Neuland has its results next week and QOQ i am expecting nothing much to hace changed coz last Q too there were working at optimum capacities. Next growth will only come after USFDA approval for Unit 3 (should come this quarter early next quarter)

YOY the number will be good.

We had spoken about Big Pharma needing a little nudge to start making a big move. This week that happened in a few of the names. For the ones i track that was Dr Reddy's, Sun & Lupin. Alembic didnt breakout this week.

200WEMA cross on Lupin & Sun could signify the next leg.

These big pharma names are for the longer term investors who really wanna see big returns over the next 3-5 years imo. I believe these are turnarounds and like ive been saying since 6-9 months..These could potentially lead the nifty in the next full market (Thus far proving it)

Last but not the least...RURAL THEME could be the place to be over the next 3-6 months along with Pharma & Chemicals and where i have been investing keenly. #RKIdeas

Our monsoons have been good thus far, plantations are up, everyone is saying rural India isnt hit hard by Covid.

So as you'll know i have bharat rasayan & Deepak fertiliser..DF just gave a 10x profit result which seems to be a theme with fertiliser co's.

So keep a close watch on more rural plays..they could jump significantly. Thats my review of July & preview of August.

Happy Investing.