[Stock Idea] – Venky’s India…one of the largest Poultry breeding companies

Hello Sir,Hope you are doing well.If you love eating non-veg, specially Chicken and Eggs, there’s a high probability you might be aware of the brand “Venky’s”.Venky’s India is a part of the VH Group (Venkateshwara Hatcheries) and is primarily engaged in the business of production and sale of day old broiler chicks, layer chicks, chicken processing (including ready to eat products), production of SPF eggs, manufacturing of medicines and poultry feed supplements and processing of soya.Last few quarters have been really bad…

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4 years – Tracker sheet performance update

Hello Sir,Hope you are doing well.Today, we would like to share with you our Performance update as on 15th Sep’22.We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HEREIn 2018, we decided to start maintaining a tracker sheet. The purpose of the same was:to share with our members as to how we would act on our research andto compare our performance with benchmark indices on portfolio basis.We started maintaining the tracker…

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[Stock ideas]: Education sector…curriculum change

Hello Sir,Hope you are doing well.Did you know? – Our existing education pattern of K-12 (10+2) is likely to soon change to “5+3+3+4” pattern. The curriculum development is in progress as the New Education Policy (NEP) was adopted by Union Govt. in Jul 2020.In the past, curriculum change has proved to be a major event for companies dealing in education books like – S Chand, Navneet Education, etc.Let’s look at NEP in brief to under major steps being taken by the Government…

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[Stock Idea] – IOL Chemicals…notes from Aug’22 presentation

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 40-50% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain. Some of them will soon be available at reasonable valuations on long term mean margins and that will be a good time to invest.IOL Chemicals and Pharmaceuticals is a major player in the pharma API segment and the stock is down more than 50% from…

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