Blog – Page 18 – Katalyst Wealth

[Stock ideas] – Monte Carlo and Big Bloc…tracking insider buying for investment opportunities

January 17, 2024

Hello Sir, Hope you are doing well. It’s said that Promoters can sell stocks of their own company for multiple reasons; however, when they buy stocks of their own company, they usually do it for 1 reason – they like the prospects of the company. Often, we use complicated analysis techniques to identify investment opportunities; however, today, we will look at 2 examples wherein one could have used a single factor for investing in the stocks and ended up with decent results.…

[Special Situation] – Glenmark Lifesciences…open offer and promoter change case

January 11, 2024

Hello Sir, Hope you are doing well. On 13th Oct’23, we released Glenmark Lifesciences (NSE Code – GLS) Special situation opportunity for our Alpha + members and would like to share with you details on the same. The corporate action is still ongoing and we haven’t closed the opportunity as yet. Basically, we initiated it in Oct’23 around 650 odd levels and the current price is around 720. In between, the company also paid out Rs 22.50/- per share dividend. What was the special situation in this opportunity? – Basically, on 21st…

[Stock notes] – Natural Capsules…From Gelatin capsules to APIs

December 29, 2023

Hello Sir, Hope you are doing well. Recently, I came across Natural Capsules Ltd. It is the 2nd largest Indian manufacturer for gelatin capsules and now foraying into API manufacturing. API division is yet to start contributing to sales. Source: Natural Capsules Presentation What interesting is, even though the total demand for such APIs seems small, the company claims that it will be the only manufacturer for 2 out of 3 APIs in India and 1 of the 2 for…

[Stock notes] – Mitsu Chem Plast…aiming for 20% + CAGR

December 21, 2023

Hello Sir, Hope you are doing well. Recently, I came across Mitsu Chem Plast Ltd. The company makes plastic industrial packaging products and hospital furniture parts. What I found interesting about the company is the way it has grown over the years – From Rs 60 crore sales in FY 13 to Rs 309 crore in FY 23 and similarly Rs 2 crore PAT in FY 13 to Rs 12 crore in FY 23. The last 4-5 quarters have been subdued for the company on account of fall in…