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[Stock idea] – Meghmani Finechem…4th largest manufacturer of Chlor-Alkali and its Derivatives in India

Hello Sir, Hope you are doing well. Recently, I was scanning through some stocks and came across Meghmani Finechem which is one of the largest Chlor-Alkali and its derivatives manufacturer in India. Source: Q4 FY 23 Meghmani Finechem presentation On reading further, found out that the company is transitioning from Chlor Alkali to its derivatives and specialty chemicals segment. What’s interesting is that the company’s operating margins are very high at around 30% and the management targets 25% ROCE when setting up any…

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Markets at all time high…how is the market sentiment now?

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…

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[Stock idea] – Aarvi Encon…micro cap staffing company

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…

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[Stock idea] – Punjab Chemicals & Crop protection…Leading agrochemical player

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…

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