Blog – Page 40 – Katalyst Wealth

[Stock idea] – Rushil Decor…leading MDF manufacturer

October 21, 2022

Hello Sir,Hope you are doing well.Did you know? – In wood panels industry in India, MDFs contribution is only around 20-30% and plywood accounts for 70%; however, worldwide 45-50% is MDF, 45-50% particle board and minuscule contribution from plywood. The usage of MDF is expanding rapidly in India and being a capital intensive industry, there are a handful of major players.Below, we have shared notes from Q1 FY 23 concall of Rushil Decor which is a major player in the MDF and the laminate…

[Stock idea] – Kilpest India

October 15, 2022

Hello Sir,Hope you are doing well.We have always enjoyed digging up really small companies in the market cap range of Rs 20 crore to Rs 500 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. Nevertheless, it’s always good to read about such companies and an individual investor can always look for potential investment opportunitiesSo, for sometime, Kilpest India has been under our radar because of its Diagnostic…

[Stock idea] – Titan Biotech

October 14, 2022

Hello Sir,Hope you are doing well.We have always enjoyed digging up really small companies in the market cap range of Rs 20 crore to Rs 500 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. Nevertheless, it’s always good to read about such companies and an individual investor can always look for potential investment opportunitiesSo, for sometime, Titan Biotech has been under our radar because of…

[Stock ideas]: Bath ware segment…key data points

October 8, 2022

Hello Sir,Hope you are doing well.Did you know – Bath ware products industry has created immense wealth for investors.In fact, one of our highest conviction and best recommendations for our Premium Members came from this space – Cera Sanitaryware which went up 11x before we closed it. There are other major companies as well one can consider adding to watch list, like – Hindware Home Innovation, Kajaria Ceramics, Somany Ceramics, etc.Let’s just briefly look at some major data points w.r.t. key constituents of bath ware industry – sanitary…