Hello Sir, Hope you are doing well. Markets are at an all-time high and all the indices, be it small cap, mid cap, etc. all are doing well. However, as is often the case, whenever the markets have corrected sharply or have done well, the general question that comes to mind is…what next? Instead of trying to predict what the markets will do next, we prefer looking at market sentiment. And the tool we use is basic google trends chart…
Hello Sir, Hope you are doing well. Skilled human resource supply is probably inadequate and it’s always good to have companies that can provide expert engineering staffing solutions. Recently, while screening for investment opportunities, I came across a micro cap company Aarvi Encon Ltd which provides technical staffing solutions. On the cursory glance, the numbers looked interesting and decided to dig deeper. Below, we have shared notes from the Jun’23 investor presentation and CRISIL credit rating report of the company. Hope you…
Hello Sir, Hope you are doing well. Agrochemical is an important industry for India, considering we have the largest population to feed to. 2022-23 was bad for the industry with pricing challenges and excess supply from China. A lot of stocks are down 50% from highs. We therefore decided to look at some leading players to identify potential investment opportunities. Below, we have shared notes from the Aug’22 credit rating report of Punjab Chemicals & Crop Protection. Hope you find the…
Hello Sir, Hope you are doing well. Food color gives consumers an almost immediate impression about the freshness, flavor and quality of a product and is thus a very important constituent of any food item. Dynemic Products is one of the largest manufacturer and exporter of food colors in the world and today we will briefly look at this company. In fact, we recommended Dynemic to our Alpha and Alpha + members in Mar’16 around 47 odd levels and also closed it with 200% gain in…