Blog – Page 5 – Katalyst Wealth

[Stock note] – Garware Hi Tech Films…Aiming for 2,500 crore sales in next 2 years

July 11, 2024

Hello Sir, Hope you are doing well. I am not sure if you are aware of Paint Protection Films (PPF), but these are increasingly gaining wider acceptance in India and developed countries. Garware Hi Tech Films claims to be the 1st producer of professional grade Premium PPF in India. The company also deals in other value-added films like Sun Control Films (SCF). While I was going through the details of the company, what I found interesting was that management is aiming for Rs 2,500…

Market at all time high…Is it time for correction?

July 6, 2024

Hello Sir, Hope you are doing well. Markets are at an all-time high and all the indices, be it small cap, mid cap, etc. all are doing well. Jun’24 has proven to be an extremely good month for equity investors in general. Except for the major correction on 4th Jun’24, it’s been a smooth sailing. As is often the case, whenever the markets have corrected sharply or have done well, the general question that comes to mind is…what next? Instead…

[Stock note] – Nitin Spinners…800 crore CAPEX and demand revival in cotton yarn segment

July 5, 2024

Hello Sir, Hope you are doing well. Manufacturing cotton yarn seems like a boring business, but based on my reading of various con-calls, it seems like the sector is poised for good times ahead. I was recently looking at Nitin Spinners. The company manufactures cotton yarn and knitted and woven fabric. It recently completed 800 crore + CAPEX. In general, the management sounded positive about the prospects of cotton yarn industry with stable cotton prices and good export demand. Below, we…

[Stock note] – Venky’s India…one of the largest Poultry breeding companies

July 5, 2024

Hello Sir, Hope you are doing well. If you love eating non-veg, specially Chicken and Eggs, there’s a high probability you might be aware of the brand “Venky’s”. Venky’s India is a part of the VH Group (Venkateshwara Hatcheries) and is primarily engaged in the business of production and sale of day old broiler chicks, layer chicks, chicken processing (including ready to eat products), production of SPF eggs, manufacturing of medicines and poultry feed supplements and processing of soya. Last 2-3 years…