Hello Sir,
BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space like – Nahar Polyfilms, UFlex, Cosmo First, Jindal Poly, Garware Hi Tech, etc.
Currently, BO films industry is facing issues of overcapacity. While volumes are good, oversupply has suppressed selling prices and margins for all the companies.
Stocks in general are down 40-60% from their highs and promoters of some of the companies like Nahar Polyfilms have been increasing stake at lower prices through open market purchases.
It’s always good to check industries going through a low phase and promoters buying from open market. One can get good investment opportunities in such industries.
You can read the entire details on BOPP & BOPET flexible packaging films industry on the following links:
- On twitter (if you have an account on twitter) – Click HERE
- On thread reader (doesn’t require login) – Click HERE
1 New Portfolio Stock Recommendation – Released a new stock recommendation for Alpha and Alpha + Members
- Key beneficiary of strong growth in Real Estate segment
- 100% + increase in sales in last 3 years and management targeting 20-30% sales CAGR for the next few years
- Improvement in product mix resulting in higher margins and ticket size
- Improving balance sheet with reduction in net debt and working capital days
- Attractive valuations and value unlocking through demerger
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Disclaimer: This is not a recommendation to buy/sell Nahar Polyfilms, UFlex, Cosmo First, Jindal Poly, Garware Hi Tech. The securities quoted are for illustration only and are not recommendatory.
Best Regards,
Ekansh Mittal
Research Analyst
Web: https://www.katalystwealth.
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