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[Stock idea] – D Link India…leading wifi routers seller

Hello Sir,Hope you are doing well.Recently, I came across a stock by the name of D Link India. I think even you might be aware of the brand as it’s a leading wi-fi router seller in India. While going through the details, I was pleasantly surprised by the performance as the company has been performing well over the past few years and is cash rich.Below, we have shared notes from the Jun’22 CRISIL credit report of the company. Hope you find the details useful…

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[Stock idea] – Magna Electro Castings…debt free auto components supplier

Hello Sir,Hope you are doing well.Recently, I came across a stock by the name of Magna Electro Castings. The last 5-6 years numbers of the company looked good and the valuations reasonable.The company is engaged in the manufacturing of ductile and grey iron castings in the weight range of 300 grams to maximum of 2000 kilograms.Below, we have shared notes from the Jan’23 CARE credit report of the company. Hope you find the details useful in your search of investment opportunities. Before that, a…

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[Stock idea] – Talbros Engineering…leading manufacturer of rear axle shafts

Hello Sir,Hope you are doing well.Recently, I came across a stock by the name of Talbros Engineering. The 10 years numbers of the company looked very good and therefore I decided to dig deeper.The company is engaged in manufacturing of Axle Shafts and is a sole supplier of rear axle shafts to some of its customers.Below, we have shared notes from the Aug’22 CARE credit report of the company. Hope you find the details useful in your search of investment opportunities. Before that, a…

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How to read the sales figures of Real Estate companies?

Hello Sir,Hope you are doing well.Recently, we were looking at PPT of a real estate company which kept talking about highest ever quarterly sales in Q3 of Rs 500 cr +.However, reported sales numbers were only Rs 200 cr +.What’s the catch here?Let’s understand: Before that, a few days back we released our New Stock Recommendation for Alpha and Alpha + Members It’s a minerals processing company, largest in its segment, has captive raw material sources, grown PAT by ~300% in the last few years,…

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