15th Aug’19 – Tiger Logistics coverage closure update
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Annual Results: Reading between the lines
Dear Sir, Year ending and half yearly results communicate way more information than 1st and 3rd quarter results. This is so because companies share their balance sheets and there’s so much more to interpret from balance sheets and annual reports. Off-late, we have been reading Annual Reports of several small capital goods companies and have noticed some interesting points from the balance sheets: Source: Katalyst Wealth Research Good jump in inventory at the end of Mar’19 despite strong sales in…
10th Aug’19 – Jun’19 earnings update on Shemaroo, Sreeleathers and Anjani Portland Cement
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[New]: Stock Investment report – A contra bet on 2-wheeler auto ancillary company
Dear Sir, Auto industry is going through one of its worst periods. The passenger vehicle sales are down significantly and even the 2W sales are down. However, we are looking at this downturn more as an opportunity. A lot of really good companies in the auto-ancillary space are down 70-80% from their highs and are trading at historically low valuations. We are therefore especially focused on auto components supplier and that too in 2W space. Another point that we are…