Ekansh Mittal

[Stock notes] – NCL Industries…trading around 40-45% of replacement cost

Hello Sir, Hope you are doing well. We scan through 100s of stocks in a year and analyze several of them to come up with few good stocks recommendations for our Alpha/Alpha + members. Our focus is medium-long term wealth creation and the idea is to try identify opportunities with long runway for 20-25% CAGR possibility. Recently, I was looking at NCL Industries. What caught my eye is that the promoters have been regularly buying the stock from the open market in the price…

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[Stock notes] – Hester Biosciences…one of the largest poultry vaccine makers

Hello Sir, Hope you are doing well. We scan through 100s of stocks in a year and analyze several of them to come up with few good stocks recommendations for our Alpha/Alpha + members. Recently, I was looking at Hester Biosciences which is one of the largest poultry vaccine makers in India. What caught my eye is that the stock is down more than 50% from its peak and is trading around the lower range of its last 10 years Price to Book valuations. Another…

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[Special Situation] – Jasch Industries and Jasch Gauging…demerger case

Hello Sir, Hope you are doing well. On 19th Sep’23, we released Jasch Industries (BSE Code – 500220) Special situation opportunity for our Alpha + members and would like to share with you details on the same. It was a demerger based opportunity wherein Jasch was running 2 diverse businesses and intended to demerge the industrial gauges business and list it separately. The terms of the demerger were simple – The gauges business was to list separately as Jasch Gauging while Jasch Industries retained the…

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