Blog – Katalyst Wealth

Fineotex Chemical Ltd – Notes from Annual Report 2020, Presentation and Management Interview

February 24, 2021

Dear Sir, We read several annual reports in a year and make notes for our reference. Going forward, we will be positing such notes for the benefit of the readers of our website. We believe Annual Reports are one of the best documents to increase your understanding of the company and you can learn more about how to use them at the following LINK However, do keep in mind, such notes are mostly cut, copy and paste from the annual reports…

Aarti Drugs Ltd – 5x in 2.5 years…Coverage closure update

February 19, 2021

Dear Sir, In Sep’18 we initiated coverage on Aarti Drugs, leading API manufacturer, for our Premium Members. You can read the detailed initiation report on the company at the following LINK Recently, on 5th Feb’21, we finally closed the coverage on the stock and booked complete profit in our Model Sheets as well. Aarti Drugs has been a great wealth creator for us and our members. We first initiated coverage on the same in Feb’14 around 27-28 odd levels (adjusted…

[New Stock Recommendation] – Major CAPEX done and expecting PAT to double in 2-3 Years

February 2, 2021

Dear Sir, One of the mental models we use for identifying potential investment opportunities is “Companies that have completed major CAPEX”. The idea behind the above is that most of the time earnings get depressed during the CAPEX period and the stocks become available at cheaper valuations. So, while the current earnings might be depressed, with the completion of the CAPEX, the earnings 2-3 years down the line could improve substantially. Thus, giving an opportunity for earnings and valuations re-rating.…

[Stock Idea]: Delisting Opportunity – Expecting Promoters to buy out shares at much higher price

January 14, 2021

Dear Sir, We have been participating in the Special situation opportunities (SSOs) as these come with relatively lower risk and decent gains in a relatively shorter duration of 3-4 months. Have also benefited from this strategy with several Special Situation opportunities like Ineos Styrosolution delisting, Suven life-Suven Pharma demerger, Linde India delisting, Hexaware delisting, etc appreciating by 20-140% in a period of 2-11 months. On 11th Jan’21 we released our New Special Situation stock report and we think you may find the…