Blog – Page 38 – Katalyst Wealth

Good news for medium-long term investors…less competition in market

February 22, 2023

Hello Sir,Hope you are doing well.Here’s some good news for medium-long term investors that I read this morning.’Individual investor participation in shares dropped to 34 months low in Jan’23.Daily cash market average volumes of non-institutional investors (Retail and HNI investors) were at 22,829 crore in Jan’23. This is the lowest since Mar’20 and 61% below peak of 58,409 crore in Feb’21’Source: Economic Times How is this good news for medium-long term investors?If you have been investing for 8-10 years or more,…

Feb’23 – Complete list of stock recommendations

February 18, 2023

Hello Sir, Hope you are doing well. Today, we would like to share with you our complete list of stocks including our biggest mistakes. I was going through all the stock recommendations made by us since 2011. Found out that we have been covering 3 stocks for more than 8 years now including 1 stock for 11 + years. The returns on all 3 have been decent at 9x, 19x and 28x (including dividends). [2011-2022] Performance Snapshot *These are not portfolio yearly returns. Year wise XIRRs…

[Stock idea] – Transpek Industry…notes from Q1 FY 23 con-call

February 18, 2023

Hello Sir,Hope you are doing well.Recently we came across Transpek Industry which is one of the largest players in Acid Chlorides and services the requirements of customers from a diverse range of industries including Textiles, Pharmaceuticals, Agrochemicals, Advanced Polymers, etc.The numbers of the company looked interesting with moderate growth, no equity dilution, low debt, etc. and we therefore decided to dig deeper.Below, we have shared notes from the Q1 FY 23 con-call transcript of the company: Before that, few days back, we released our New Stock…

[Portfolio Stock] – Vadilal Industries…closure update

February 11, 2023

Hello Sir,Hope you are doing well.A few months back we shared with you on how we have identified a branded processed foods company that has reported 9x growth in sales and 9x growth in PAT in just 4 years in its US business and still available at 10 times next year’s earnings.The company name is Vadilal Industries (NSE: VADILALIND).The detailed report on Vadilal Industries can be read at the following link (free access, no login required) – Click HEREWe shared the report on 31st Jan’22 with our Alpha and Alpha…