Ekansh Mittal

Greenpanel Industries (NSE – GREENPANEL) – Nov’19 Alpha/Alpha Plus stock

November 20, 2019

Dear Members, We have released 20th Nov’19: Greenpanel Industries Ltd (NSE Code – GREENPANEL) – Alpha/Alpha Plus stock for Nov’19. For details and other updates, please log into the website at the following link – https://katalystwealth.com/index.php/my-account/ Note: For any queries, mail us at [email protected] Date: 20th Nov’19 CMP – 47.50 (BSE); 47.60 (NSE) Rating – Positive – 3% weightage; this is not an investment advice (refer rating interpretation)   Introduction We had initiated a report on Greenply Industries (NSE Code – GREENPLY) in Jan’19 around 130-131 odd levels…

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[Stock Idea]: Suven Lifesciences (NSE: SUVEN) – A business with lots of optionality

November 14, 2019

One of our investment theses is to look for businesses with very strong core operations and lots of optionality. By optionality, we mean Low-cost mistakes, with known maximum losses, and large potential payoff. The good thing about such cases is that while the downside is limited (if bought at the right price), the upside can be huge in case the company gets lucky with some of its projects. Based on the above theses we initiated a coverage on Suven Lifesciences…

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[Stock idea]: Manappuram Finance – 2nd largest Gold loan NBFC in India

November 6, 2019

Dear Sir, We have covered Manappuram Finance (NSE Code – MANAPPURAM) for our Premium members. It’s also part of our Model sheet. Since our initial coverage on the stock in Jul’17, the company has witnessed the worst of NBFC crisis in India and has emerged stronger. The company is primarily into short term gold loan business and on the back of positive ALM (asset liability mis-match) it could handle the crisis better. Currently, the company is doing well and unlike…

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[Stock idea]: Control Print – Only major Indian company in Industrial Printing solutions

November 1, 2019

        Dear Sir, Some time back we added Control Print (BSE Code – 522295) to our Model Portfolio. We added it around 207 odd levels in Jul’19 (CMP – 303) and had a positive view on the company in our last update on 28th Oct’19. In fact, some of our members have been holding the stock since 55 odd levels as we originally recommended the stock in 2014 and have been holding since then. Control Print is…

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