[Stock notes] – Epigral Ltd…4th largest manufacturer of Chlor-Alkali and its Derivatives in India

Hello Sir, Hope you are doing well. Recently, I was scanning through some stocks and came across Epigral Ltd which is one of the largest Chlor-Alkali and its derivatives manufacturer in India. In case you have never heard of Epigral before, that’s because, earlier its name was Meghmani Finechem. Source: Q4 FY 23 presentation   The company is transitioning from Chlor Alkali to its derivatives and specialty chemicals segment. What’s interesting is that the company’s operating margins are very high at around 30%…

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[Oct’23 Special situation] – Value unlocking through open offer and ownership change

Hello Sir, Hope you are doing well. Yesterday 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 with seemingly low downside and a…

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[Stock notes] – Amara Raja Energy…making a big foray into Lithium-ion battery space

Hello Sir, Hope you are doing well. Recently, I was going through the details of Amara Raja Energy & Mobility Ltd. Earlier its name was Amara Raja Batteries and is a very well known brand in the automotive batteries space. We used to track this company before and even recommended it back in May 2012 to Alpha and Alpha + members around 150 odd levels and closed it with 300% + gain 2 years later in Sep 2014. I think we did well…

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Glenmark Lifesciences – Special situation opportunity

Dear Members, We have released 13th Oct’23: Special situation opportunity on the proposed open offer and promoter change in Glenmark Lifesciences. The same has also been produced below. For details and other updates, please log into the website at the following link – Note: For any queries, mail us at [email protected] Date: 13th Oct’23 CMP – 650.00 (BSE); 650.25 (NSE) Rating – Positive – 4% weightage; this is not an investment advice (refer rating interpretation at the end)  …

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