[Stock notes] – Hester Biosciences…one of the largest poultry vaccine makers

Hello Sir, Hope you are doing well. We scan through 100s of stocks in a year and analyze several of them to come up with few good stocks recommendations for our Alpha/Alpha + members. Recently, I was looking at Hester Biosciences which is one of the largest poultry vaccine makers in India. What caught my eye is that the stock is down more than 50% from its peak and is trading around the lower range of its last 10 years Price to Book valuations. Another…

Read More

[Special Situation] – Jasch Industries and Jasch Gauging…demerger case

Hello Sir, Hope you are doing well. On 19th Sep’23, we released Jasch Industries (BSE Code – 500220) Special situation opportunity for our Alpha + members and would like to share with you details on the same. It was a demerger based opportunity wherein Jasch was running 2 diverse businesses and intended to demerge the industrial gauges business and list it separately. The terms of the demerger were simple – The gauges business was to list separately as Jasch Gauging while Jasch Industries retained the…

Read More

[Stock notes] – Sportking India…yarn capacity up by 35% in FY 23

Hello Sir, Hope you are doing well. The markets are down and I have been screening for stocks wherein Promoter holding has increased and in the process came across Sportking India Ltd. The name looked interesting and I thought it will have something to do with sports; however, the company is engaged in the production of yarns. While the business sounds boring, what’s interesting is that the stock is down from 1,800 odd levels recorded in Oct’21 to 800 odd…

Read More

[Stock note] – Shankara Building Products…aiming for 20-25% growth in sales

Hello Sir, Hope you are doing well. In India, building materials sector has experienced a consistent growth and business expansion. The thrust in infrastructure development, coupled with the uptake in real estate demand is positive for the sector. Source: Shankara Building Products Investor Presentation   Shankara Building Products is India’s one of the India’s leading organized retailers of home improvement and building products and is aiming for consistent 20-25% growth in sales over longer term. To understand the company better, we have shared notes…

Read More
Copy Protected by Chetan's WP-Copyprotect.