Blog – Page 7 – Katalyst Wealth

[Stock note] – 3B Blackbio DX…fast growing company in the Diagnostic space

June 29, 2024

Hello Sir, Hope you are doing well. We have always enjoyed digging up really small companies in the market cap range of Rs 200 crore to Rs 1,000 crore. Earlier, we could even recommend a Rs 100 crore market cap stock to our Premium Members; however, now it’s almost impossible considering liquidity issues. For sometime, 3B Blackbio DX, formerly Kilpest India has been under our radar because of its Diagnostic kits business – TRUPCR. This company was reporting 25-30 crore annual sales before…

[Industry Notes] – Understanding flexible packaging films industry in detail and names of 5 listed players

June 29, 2024

Hello Sir, BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space like – Nahar Polyfilms, UFlex, Cosmo First, Jindal Poly, Garware Hi Tech, etc. Currently, BO films industry is facing issues of overcapacity. While volumes are good, oversupply has suppressed selling prices and margins for all the companies. Stocks in general are down 40-60% from their highs and promoters of some of the companies like Nahar Polyfilms have been increasing stake at lower…

[Industry Notes] – Understanding Basmati rice industry in detail and names of 3 listed players

June 21, 2024

Hello Sir, There are quite a few listed Basmati Rice cos. – LT Foods, KRBL, Chaman Lal Setia (CLSE). In fact, we have ongoing recommendations on LT Foods (initiated at Rs 87.5) and CLSE (initiated at Rs 112.80) and what’s even more interesting is that we have covered CLSE twice before in the past – 2016 and 2019 and both the times the stock delivered good returns. So, the past 2 years have been excellent for basmati rice exporters, with GOI decisions helping…

[Stock note] – Apex Frozen…is the shrimp industry bottoming out?

June 21, 2024

Hello Sir, Hope you are doing well. Recently, I was going through the con-call of Apex Frozen Foods which exports processed shrimps to US, EU, China and other markets. The demand from US continues to be low. However, things might start turning favorable for the company and the sector with the imposition of Anti-Dumping (AD) and Countervailing Duties (CVD) on Ecuador and Indonesia. To understand the company better, we have shared notes from the Q4 FY 24 con-call of the company. Before that: …