Blog – Page 5 – Katalyst Wealth

[Stock notes] – Repco Home Finance…scripting a turnaround?

February 23, 2024

Hello Sir, Hope you are doing well. Remember, in 2017-18, housing finance stocks were all the rage. Repco Home Finance too was quite famous then and was frequently quoted about on various business channels. However, the stock peaked out around Rs 900 in June 2017 and went as low as 90 in May 2020. Since then, the stock has recovered to around current levels of 460 and the business is also showing signs of turnaround. Mr. K Swaminathan took over the…

[Stock notes] – Phantom Digital Effects…fast growing company in the VFX space

February 16, 2024

Hello Sir, Hope you are doing well. In Oct’22, Phantom Digital Effects listed in the market. It’s a a full-fledged creative VFX studio. Indian animation and VFX industry is now a back office of the world and reported 57% growth in 2022, as per FICCI-EY. Considering the fast paced growth of the industry and the potential for Indian players to collaborate with International studios and OTT platforms, we decided to look at the company in some detail. Below, we have shared notes…

[Stock notes] – Goldiam International…increasing share of Lab Grown diamond

February 15, 2024

Hello Sir, Hope you are doing well. Recently, I was watching an episode of Shark Tank India in which the founders of ‘JewelBox’, a jewellery brand from Surat talked about Lab Grown diamond (LGD) jewellery and got funding from all the sharks. In case you are not aware, there’s already a listed company in India which is one of the largest players in the space of Lab Grown diamond jewellery. It is Goldiam International (NSE – GOLDIAM). LGDs are chemically, optically and physically…

[Stock notes] – Sahyadri Industries…aiming for 1,000 crore sales in 3-4 years

February 9, 2024

Hello Sir, Hope you are doing well. Recently, I was going through the con-call of Sahyadri Industries which deals in Asbestos and non-asbestos flat sheets and boards. While the demand for the products seems stable, the industry is reeling under the pressure of surge in raw material prices. As a result, despite the increase in sales, almost all the companies from the sector have reported lower margins and profits. Finally, it seems the raw material prices are softening and stabilizing. Is it…