Blog – Page 16 – Katalyst Wealth

[Portfolio stock]: Time Technoplast…leading maker of composite cylinders

March 1, 2024

Hello Sir, Hope you are doing well. It’s said that when investing in a stock, low starting valuations can help deliver multi-bagger returns. There’s a great example of the same for us – Time Technoplast (NSE: TIMETECHNO). We initiated the stock recommendation on Time Technoplast for our Alpha and Alpha + members back in May 2022 around 94 odd levels. You can read the initiation report HERE We continue to hold the stock since then (CMP – 216). The best part is, when we initiated the recommendation on the…

[Stock notes] – Maharashtra Seamless…Promoters aiming for 75% stake in the company

February 28, 2024

Hello Sir, Hope you are doing well. Recently, we came across Maharashtra Seamless Ltd. It’s one of the largest makers of seamless pipes in India which primarily get used in oil & gas sector. On the first look, the numbers for the company look interesting with good growth since FY 16. The valuations also look low and what’s interesting is that Promoters have been increasing their stake in the company. Recently promoters bought 1,25,000 shares at around 950. To understand the company better, we…

[Stock notes] – Repco Home Finance…scripting a turnaround?

February 23, 2024

Hello Sir, Hope you are doing well. Remember, in 2017-18, housing finance stocks were all the rage. Repco Home Finance too was quite famous then and was frequently quoted about on various business channels. However, the stock peaked out around Rs 900 in June 2017 and went as low as 90 in May 2020. Since then, the stock has recovered to around current levels of 460 and the business is also showing signs of turnaround. Mr. K Swaminathan took over the…

[Stock notes] – Phantom Digital Effects…fast growing company in the VFX space

February 16, 2024

Hello Sir, Hope you are doing well. In Oct’22, Phantom Digital Effects listed in the market. It’s a a full-fledged creative VFX studio. Indian animation and VFX industry is now a back office of the world and reported 57% growth in 2022, as per FICCI-EY. Considering the fast paced growth of the industry and the potential for Indian players to collaborate with International studios and OTT platforms, we decided to look at the company in some detail. Below, we have shared notes…