Blog – Page 10 – Katalyst Wealth

[Stock note] – Shankara Building Products…aiming for 25-30% growth in sales

November 22, 2023

Hello Sir, Hope you are doing well. In India, building materials sector has experienced a consistent growth and business expansion. The thrust in infrastructure development, coupled with the uptake in real estate demand is positive for the sector. Source: Shankara Building Products Investor Presentation Building materials segment includes products like – TMT, cement and construction chemicals; plumbing, sanitary ware and fittings; tiles, adhesives and floorings; electricals, lighting and paints, etc. While there are many small-mid sized shops retailing such products…

[Stock note] – Goldiam International…strong demand for Lab Grown Diamonds

November 17, 2023

Hello Sir, Hope you are doing well. Recently I was reading about Lab Grown Diamonds (LGD) which are fast gaining acceptability in the Indian market. Source: Goldiam Investor Presentation As per our understanding, currently Goldiam International is the only major listed company dealing in LGDs and primarily sells in US market. LGDs are chemically, optically and physically identical to earth mined diamonds, but are significantly more affordable. As per Economic Times article, a carat of LGD costs ₹60,000-70,000, a fraction of ₹10-11 lakh for a natural…

[Stock notes] – Dhanuka Agritech…One of the best performing Agro-chemical stocks

November 17, 2023

Hello Sir, Hope you are doing well. Mar’23 and Jun’23 quarters were extremely bad for almost all the agrochemical companies. First there was excess inventory in the channel and therefore the demand plummeted. Second, the prices have come down sharply resulting in sales returns and inventory losses. Source: Dhanuka Agritech website However, Dhanuka Agritech has performed much better and has come out rather unscathed with decent performance in Sep’23 quarter. We believe, as a contrarian investor with 3-4 years investment horizon, it’s…

Wednesday update: Latest Special situation report

November 15, 2023

Hello Sir, Hope you are doing well. Latest Special Situation Report Sometime back we released new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note can be accessed HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however with proper research and analysis, one can always participate in opportunities…