Blog – Page 55 – Katalyst Wealth

DFM Foods – Special situation opportunity

August 18, 2022

Dear Members, We have released 18th Aug’22: Special situation opportunity on the proposed delisting of shares of DFM Foods (NSE Code – DFMFOODS). The same has also been produced below. For details and other updates, please log into the website at the following link – http://katalystwealth.com/index.php/my-account/ Note: For any queries, mail us at [email protected] Date: 18th Aug’22 CMP – 317.30 (BSE); 316.35 (NSE) Rating – Positive – 3% weightage; this is not an investment advice (refer rating interpretation at the…

[Stock Idea]: Mallcom India…one of the largest PPE maker

August 15, 2022

Hello Sir,Hope you are doing well.Do you know what PPE is?It’s personal protective equipment. The below image will make it clear. In India, the seriousness and the penetration regarding such products is relatively low; while PPE usage is strictly followed in developed regions like Europe, US, etc.In this mail, we have shared notes from the Q1 FY 23 con-call of Mallcom (India) which is one of the largest manufacturers and distributor of PPE in India. Hope you find the details useful…

[Stock Ideas] – Shrimps export making a comeback after 2-3 years

August 15, 2022

Hello Sir,Hope you are doing well.In this mail, let’s look at the Sea foods industry or more specifically the Shrimps Industry.There are a few Shrimps industry based listed stocks like Avanti Feeds, APEX Frozen Foods, etc. After a lull of 2-3 years, they seem to be making a comeback. Below, we have shared our notes about the industry. Hope you find them useful for your own investments or to add the stocks to your watch list: [New Stock recommendation] – How often does one get…

[Stock Idea] – Aarti Drugs…notes from the Q1 FY 23 concall

August 15, 2022

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 40-50% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain. Some of them will soon be available at reasonable valuations on long term mean margins and that will be a good time to invest.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us. We recommended…