Blog – Page 4 – Katalyst Wealth

[Stock notes] – Epigral Ltd…4th largest manufacturer of Chlor-Alkali and its Derivatives in India

October 17, 2023

Hello Sir, Hope you are doing well. Recently, I was scanning through some stocks and came across Epigral Ltd which is one of the largest Chlor-Alkali and its derivatives manufacturer in India. In case you have never heard of Epigral before, that’s because, earlier its name was Meghmani Finechem. Source: Q4 FY 23 presentation 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%…

[Oct’23 Special situation] – Value unlocking through open offer and ownership change

October 14, 2023

Hello Sir, Hope you are doing well. Yesterday we released new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note can be accessed HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however with proper research and analysis, one can always participate in opportunities with seemingly low downside and a…

[Stock notes] – Amara Raja Energy…making a big foray into Lithium-ion battery space

October 14, 2023

Hello Sir, Hope you are doing well. Recently, I was going through the details of Amara Raja Energy & Mobility Ltd. Earlier its name was Amara Raja Batteries and is a very well known brand in the automotive batteries space. We used to track this company before and even recommended it back in May 2012 to Alpha and Alpha + members around 150 odd levels and closed it with 300% + gain 2 years later in Sep 2014. I think we did well…

[Special Situation] – Shreyas Shipping & Logistics…delisting case

October 6, 2023

Hello Sir, Hope you are doing well. On 23rd May’23, we released Shreyas Shipping & Logistics (NSE Code – SHREYAS) Special situation opportunity for our Alpha + members and would like to share with you details on the same. While the special situation corporate action is still ongoing, we closed it for our members around 380 odd levels. Basically, we initiated it in May’23 around 331 odd levels. Post that the company announced the floor price for delisting as Rs 292/- and then shared an…