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Annual Results: Reading between the lines

Dear Sir, Year ending and half yearly results communicate way more information than 1st and 3rd quarter results. This is so because companies share their balance sheets and there’s so much more to interpret from balance sheets and annual reports. Off-late, we have been reading Annual Reports of several small capital goods companies and have noticed some interesting points from the balance sheets: Source: Katalyst Wealth Research  Good jump in inventory at the end of Mar’19 despite strong sales in…

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[Report]: Greenply Industries – Is there a 2-4x opportunity in MDF space?

Dear Sir, In Jan’19, we shared a detailed report on Greenply Industries with our members. The stock recommendation was initiated around 130 odd levels and it was also added to our model portfolio. Recently, on 18th Jul’19, we suggested our members to exit from the stock around 129-130 odd levels. Now, you would think, what’s so great about buying the stock at 130 and exiting at 129. Well, the good thing about our investment in Greenply Industries is that we…

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[New]: Stock Investment report – A contra bet on 2-wheeler auto ancillary company

Dear Sir, Auto industry is going through one of its worst periods. The passenger vehicle sales are down significantly and even the 2W sales are down. However, we are looking at this downturn more as an opportunity. A lot of really good companies in the auto-ancillary space are down 70-80% from their highs and are trading at historically low valuations. We are therefore especially focused on auto components supplier and that too in 2W space. Another point that we are…

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Market outlook: Are we close to the bottom or is there more downside?

Dear Sir, I hope you are doing good. I know it’s not easy to be good considering the way the markets have been since the year and a half; however, we are writing this to share with you our views on the current market situation. Well, nobody knows the future, however we strongly believe in the fact that one can take cues from history because though history doesn’t necessarily repeat the same way, it does rhyme. Right now, most of…

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