Blog – Page 39 – Katalyst Wealth

[Stock idea] – Surya Roshni…notes from Q3 con-call

February 5, 2023

Hello Sir,Hope you are doing well.Indian markets have many listed companies from the Steel tubes and pipes industry and the Lighting and Consumer Durable industry. However, there must be very few companies involved in such diverse industries at the same time and Surya Roshni is one of them. We have been looking at Surya Roshni for some time as the company has been performing well.While Surya is more famous for its lighting products; did you know that Steel tubes and Pipes segment accounted…

[Stock ideas]: Detailed snapshot of Technical textiles sector

February 5, 2023

Hello Sir,Hope you are doing well.Technical textiles is a fast growing sector in India.There’s already good demand for technical textiles in developed regions like US, Europe, etc. and Indian companies are primarily serving the export demand.However, the adoption of technical textiles is improving gradually in India as well.We also have numerous listed companies like: Garware Technical fibres, Emmbi Industries, Shri Jagdamba polymers, etc. dealing in various forms of technical textiles.For easy understanding of the various segments within technical textiles, we…

[New Stock Report]: 1000 cr market cap, growth oriented with good promoter pedigree

January 27, 2023

Hello Sir, Hope you are doing well. Yesterday, we released our new stock recommendation for our Alpha and Alpha + Members and would like to share with you details on the same. We focus on growth oriented small-mid cap companies that are trading at reasonable valuations and invest with a horizon of 3-4 years. The one shared yesterday fits our framework as despite being a 1000 crore market cap stock, it’s one of the largest players in its segment, has great operating…

[Stock ideas]: Poultry industry…rising consumption

January 27, 2023

Hello Sir,Hope you are doing well.Did you know – Last year was bad for poultry industry stocks because of exorbitant rise in feed prices.Stocks are down 40% + from the peak.There are a handful of poultry industry related listed stocks with the major one being Venky’s India and now might be a good time to understand the industry a bit. [Before that]: Recently we released a New Stock Recommendation for our Premium Members. It’s a leading Pharmaceutical company with global leadership in its product segment, net…