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[Case study]: How to screen for Multibagger stocks – Himadri Specialty Chemical
Hello Sir, Hope you are doing well. Everyone is looking for turnaround opportunities that can turn out to be multibaggers. The question is – How does one screen for such stocks? We believe one good way to screen for such stocks is as follows: Look for Preferential allotment of warrants to Promoters in companies in which there’s been a decent correction in stock price (40-50% or more) Let’s look at a case – Himadri Specialty Chemical From FY 19…
[Stock note] – Garware Hi Tech Films…Aiming for 2,500 crore sales in next 2 years
Hello Sir, Hope you are doing well. I am not sure if you are aware of Paint Protection Films (PPF), but these are increasingly gaining wider acceptance in India and developed countries. Garware Hi Tech Films claims to be the 1st producer of professional grade Premium PPF in India. The company also deals in other value-added films like Sun Control Films (SCF). While I was going through the details of the company, what I found interesting was that management is aiming for Rs 2,500…
Market at all time high…Is it time for correction?
Hello Sir, Hope you are doing well. Markets are at an all-time high and all the indices, be it small cap, mid cap, etc. all are doing well. Jun’24 has proven to be an extremely good month for equity investors in general. Except for the major correction on 4th Jun’24, it’s been a smooth sailing. As is often the case, whenever the markets have corrected sharply or have done well, the general question that comes to mind is…what next? Instead…
[Stock note] – Nitin Spinners…800 crore CAPEX and demand revival in cotton yarn segment
Hello Sir, Hope you are doing well. Manufacturing cotton yarn seems like a boring business, but based on my reading of various con-calls, it seems like the sector is poised for good times ahead. I was recently looking at Nitin Spinners. The company manufactures cotton yarn and knitted and woven fabric. It recently completed 800 crore + CAPEX. In general, the management sounded positive about the prospects of cotton yarn industry with stable cotton prices and good export demand. Below, we…