Blog – Page 29 – Katalyst Wealth

[Stock note]: Mallcom India…Management targeting 1000 crore sales by FY 28

January 31, 2025

Do you know what PPE is? It’s personal protective equipment. The below image will make it clear. In this mail, we have shared notes from the Q2 FY 25 concall of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. It also does private label manufacturing for large global customers. The management is targeting 1,000 crore sales by FY 28 or before. Before that: On 18th Jan’25, we released a new stock recommendation under “(opens in new tab)Insider Bets“ subscription which…

[Stock note]: Bharat Wire Ropes…stock down 50% + from peak and Promoter increasing stake

January 28, 2025

Jan’25 has been tough for investors with broader markets down around 20%. While correction was expected; however, the pace of correction has been very fast. In general, small-mid cap indices correct 20-35% every 2-3 years. We are already down 18-20% from peak, so unless something break down badly, one could prepare oneself mentally for another 10-20% correction and start hunting for opportunities because some stocks are coming back in value range. Below, we have shared notes on Bharat Wire Ropes from its presentation and credit rating…

[Stock note]: Dynacons Systems – 40 bagger since Sep’20…How to identify potential multibagger stocks early?

January 25, 2025

I was recently looking at Dynacons Systems & Solutions and was spellbound by the way the company has grown over the years and the amazing returns delivered by the stock. Since Sep’20, the stock is up ~40 times from 30 odd levels to around 1,200 odd levels. While digging deeper in the company, I found some interesting details regarding actions taken by the promoters and will share details below to understand how can one screen for stocks which may end up performing well in…

Jan’25 Insider Bets stock: Promoter infusing capital when stock is down 60% + from peak

January 19, 2025

Yesterday, we released our 2nd stock report under “(opens in new tab)Insider Bets“ subscription. You can read the 1st report on Lords Chloro Alkali (NSE – LORDSCHLO) by clicking (opens in new tab)HERE Below, we have shared some details on the Jan’25 Insider Bets stock recommendation. Before that, the basic idea behind Insider Bets recommendations is that Promoters know their company best. When they buy more shares or invest additional funds, especially during downturns, it may indicate they see value at lower prices or expect a turnaround in…