Blog – Page 14 – Katalyst Wealth

[Stock notes] – Apex Frozen…is the shrimp industry bottoming out?

March 7, 2024

Hello Sir, Hope you are doing well. Recently, I was going through the con-call of Apex Frozen Foods which exports processed shrimps to US, EU, China and other markets. The demand from US continues to be low. However, as per the management, they believe both the supply and demand should be better in FY 25 in comparison to FY 24. In general, we like looking at companies which have done well in the past but currently going through a tough phase as…

[Portfolio stock]: Time Technoplast…leading maker of composite cylinders

March 1, 2024

Hello Sir, Hope you are doing well. It’s said that when investing in a stock, low starting valuations can help deliver multi-bagger returns. There’s a great example of the same for us – Time Technoplast (NSE: TIMETECHNO). We initiated the stock recommendation on Time Technoplast for our Alpha and Alpha + members back in May 2022 around 94 odd levels. You can read the initiation report HERE We continue to hold the stock since then (CMP – 216). The best part is, when we initiated the recommendation on the…

[Stock notes] – Maharashtra Seamless…Promoters aiming for 75% stake in the company

February 28, 2024

Hello Sir, Hope you are doing well. Recently, we came across Maharashtra Seamless Ltd. It’s one of the largest makers of seamless pipes in India which primarily get used in oil & gas sector. On the first look, the numbers for the company look interesting with good growth since FY 16. The valuations also look low and what’s interesting is that Promoters have been increasing their stake in the company. Recently promoters bought 1,25,000 shares at around 950. To understand the company better, we…

[Stock notes] – Repco Home Finance…scripting a turnaround?

February 23, 2024

Hello Sir, Hope you are doing well. Remember, in 2017-18, housing finance stocks were all the rage. Repco Home Finance too was quite famous then and was frequently quoted about on various business channels. However, the stock peaked out around Rs 900 in June 2017 and went as low as 90 in May 2020. Since then, the stock has recovered to around current levels of 460 and the business is also showing signs of turnaround. Mr. K Swaminathan took over the…