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[Stock] – Mallcom India…one of the largest protective equipment maker

Hello Sir,Hope you are doing well.Do you know what PPE is?It’s personal protective equipment. The below image will make it clear. In India, the seriousness and the penetration regarding such products is relatively low; while PPE usage is strictly followed in developed regions like Europe, US, etc.In this mail, we have shared notes from the Nov’22 presentation of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. It also does private label manufacturing for large global customers. Recently, we released…

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[Stock] – Vishnu Chemicals…largest maker of Chromium and Barium compounds in India

Hello Sir,Hope you are doing well.Recently, we came across Vishnu Chemicals when running a screen to identify potential investment opportunities. The numbers looked interesting and we decided to dig deeper.On reading more we found out that the company deals in Chromium and Barium compounds and is the largest manufacturer in India for both.Below, we have shared the details from the Nov’22 presentation of the company. Hope you find them useful for your own research on the stock. Recently, we released our New Stock Recommendation for Premium…

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[Stock idea] – KRBL…leading Basmati rice processor

Hello Sir,Hope you are doing well.Did you know? Basmati is unique to the region and is legally protected as a trade name. “Basmati” is protected under “The Geographical Indications of Goods (Registration & Protection) Act, 1999” of India, which prevents any rice grown outside of the Indo Gangetic area from being called Basmati. KRBL is one of the leading processors and exporters of Basmati rice and it also has a strong presence in India through its brand ‘India Gate’.Basmati rice industry has witnessed the…

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[Stock idea] – Surya Roshni…leading lighting products seller

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. Recently, we were looking at Surya Roshni as the stock is down almost 50% from its peak price of 850 in Oct’21.While Surya is more famous for its lighting products; did you know that Steel…

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