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[Stock note] – 3B Blackbio DX…rapidly growing Molecular Diagnostic company

December 31, 2024

I was recently reading about 3B Blackbio DX. For sometime, it has been under our radar because of its Diagnostic kits business – TRUPCR. This company was reporting 25-30 crore annual sales before Covid-19; however, in FY 21 its sales jumped up to Rs 227 crore with PAT of Rs 114 crore. With the normalization of Covid-19 impact, the company is again on a growth path with annual sales of Rs 90 crore. Below, we have shared points from the Nov’24 presentation of…

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[Stock Idea]: Anant Raj – 16 bagger since Mar’21…How to identify multibagger stocks early?

December 29, 2024

Everyone is looking for turnaround opportunities that can turn out to be multibaggers. The question is – How does one screen for such stocks? We believe one good way to screen for such stocks is as follows: Look for Preferential allotment of warrants/shares to Insiders (Promoters) in companies in which there’s been a decent correction in stock price (40-50% or more) or going through a down phase business wise   Note: After working on several interesting case studies based on Preferential Allotment to Promoters, we launched Insider Bets stock…

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[Stock idea] – Vaibhav Global…down 70% from high…can it bounce back?

December 24, 2024

I was recently reading about Vaibhav Global. The company has a unique business model, wherein it sources Jewelry, accessories, lifestyle products from India and other Asian countries and retails in US, UK and Germany through its 24 hours live shopping channels and websites/apps. The stock recorded a high of 1,000 odd levels in May’21 and currently trading around 300 odd levels, i.e., down 70% from peak. The management has been guiding for double digit growth in sales in the medium term…

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[Stock idea] – Sastasundar Ventures…leading online pharmacy company

December 17, 2024

I was recently reading about Sastasundar Ventures. Company operates in fast growing Online Pharmacy segment. In the past, the company had a joint venture with Flipkart; the same has ended now and the company has started its own app. The management has set an ambitious target of Rs 6,600 crore sales by 2030 against current TTM sales of around Rs 1,225 crore. Below, we have shared our notes from the Q2 FY 25 con-call of the company to understand the outlook for the business.   Before that: Last…

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