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[Stock notes] – Sportking India…yarn capacity up by 35% in FY 23

Hello Sir, Hope you are doing well. The markets are down and I have been screening for stocks wherein Promoter holding has increased and in the process came across Sportking India Ltd. The name looked interesting and I thought it will have something to do with sports; however, the company is engaged in the production of yarns. While the business sounds boring, what’s interesting is that the stock is down from 1,800 odd levels recorded in Oct’21 to 800 odd…

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[Stock note] – Shankara Building Products…aiming for 20-25% growth in sales

Hello Sir, Hope you are doing well. In India, building materials sector has experienced a consistent growth and business expansion. The thrust in infrastructure development, coupled with the uptake in real estate demand is positive for the sector. Source: Shankara Building Products Investor Presentation   Shankara Building Products is India’s one of the India’s leading organized retailers of home improvement and building products and is aiming for consistent 20-25% growth in sales over longer term. To understand the company better, we have shared notes…

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

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…

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

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…

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