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…
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…
Hello Sir, Hope you are doing well. If you love eating non-veg, specially Chicken and Eggs, there’s a high probability you might be aware of the brand “Venky’s”. Venky’s India is a part of the VH Group (Venkateshwara Hatcheries) and is primarily engaged in the business of production and sale of day old broiler chicks, layer chicks, chicken processing (including ready to eat products), production of SPF eggs, manufacturing of medicines and poultry feed supplements and processing of soya. Last 2-3 years…
Hello Sir, Hope you are doing well. We have always enjoyed digging up really small companies in the market cap range of Rs 200 crore to Rs 1,000 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. For sometime, 3B Blackbio DX, formerly Kilpest India has been under our radar because of its Diagnostic kits business – TRUPCR. This company was reporting 25-30 crore annual sales before…